Pro previews the advanced investing tier
Pro is the planned advanced tier for people who want holdings, investment activity, and deeper portfolio workflows once they launch.
Pro at a glance
Extend into portfolio surfaces when holdings and investment activity launch.
What Pro is built to do
Choose Pro when you want a portfolio-focused layer on top of the earlier tiers. It is intended for investors who want a clearer view of holdings and account activity once those tools are live.
Current status
Pro is not live yet. Today this page is a product preview so you can see where advanced investing workflows fit in the roadmap.
See Pro pricingWhat Pro includes
These items reflect the current tier definition used in pricing and app access.
- Everything in Power
- Holdings and Investment Activity sections
- Investment account activity unlocked
- Built for portfolio analysis and investment activity workflows
- Coming soon
What is not live yet
Use this list to understand where this tier stops and what still belongs to later roadmap stages.
- Pro pages are still preview-only until launch.
- Holdings and Investment Activity are not yet available in the live app.
- Pro extends Power once the advanced investing surfaces launch.
Start with Free while Pro stays in preview
Use Free or Core today, then compare the planned Pro tier for the future holdings and investment activity workflows.