Plans and Pricing.

Both. The free plan never expires and never asks for a card. It covers 1 account and 1 portfolio, up to 10 holdings and 5 options positions, with real options P&L, dividend tracking, and total return on everything you add. When you want unlimited positions plus the analysis tools, Solo comes with a 90-day proof period, free for founding members, so you can watch it work on your own book before you pay.

No. You add your positions yourself. Your brokerage credentials never leave your broker, because we never ask for them and never store them. Bulk CSV import is on the roadmap.

Yes, in one ledger on every plan. Your options income is measured by ROCAR, the return on the capital at risk. Your dividends and price gains resolve into one time-weighted total return. The two sit side by side and never get summed into a single figure, because a covered call and a dividend grower answer different questions. Solo adds dividend safety ratings and Roll Scout on top.

Two honest numbers, side by side. Total return covers your dividends and price gains, time-weighted, charted against the S&P 500. ROCAR covers your options: what each position earned on the capital it tied up, net of fees. We never blend the two. Cancel in one click anytime, and every account exports to CSV whenever you want, including on your way out.

Free gives you the honest numbers on up to 10 holdings and 5 options positions. Solo adds the analysis: a 0 to 100 safety rating on every dividend so you see a cut coming, Roll Scout to flag the contracts worth rolling before expiry forces your hand, and "Why's it moving?" to explain today's move with the source linked. It also lifts every cap, so unlimited accounts, portfolios, holdings, and options positions fit a real book. At $12/mo billed annually, one avoided mistake pays for the year.