Portfolio return
13
+7.6%
Trailing 12-month return
Pricing
Pricing that scales with your portfolio, not your patience.
Choose the level of analysis that matches your portfolio size, reporting needs, and support expectations. Every plan starts with a free trial.
- Live portfolio performance and attribution
- Risk metrics, sector allocation, and market comparisons
- Plain-English explanations for every metric
Risk score
15
-6.3%
Annualized volatility
Sector coverage
12
+50.0%
Sectors tracked in your holdings
Save 20% with annual billing
Choose the plan that fits how you invest
Compare plan limits, included analytics, and billing options at a glance. Switch between monthly and annual pricing anytime.
MonthlyYearly(Save 20%)
| Features | Starter $19 For self-directed investors who want clear performance snapshots and basic risk visibility. Start Free Trial | Most Popular Investor $49 For active portfolios that need deeper comparisons, allocation views, and scenario testing. Start Free Trial | Advisor $149 For larger portfolios and investors who want advanced controls, security, and custom support. Talk to Sales |
|---|---|---|---|
| Usage | |||
| Accounts monitored | 1 | 5 | Unlimited |
| Holdings per account | 250 | 2,500 | Unlimited |
| Historical data depth | 3 years | 10 years | Full history |
| Export frequency | Weekly | Daily | Intraday |
| Analytics | |||
| Live performance dashboard | |||
| Risk metrics explained | |||
| Sector and style allocation | |||
| Benchmark comparisons | |||
| Scenario analysis | |||
| Support & security | |||
| Email support | |||
| Priority onboarding | |||
| SSO and audit logs | |||
Plan comparison
Compare plans side by side
See how each tier differs before you commit.
| Features | Starter | Investor Most Popular | Advisor |
|---|---|---|---|
| Portfolio size How many accounts and holdings you can monitor without hitting limits. | 1 account, 250 holdings | 5 accounts, 2,500 holdings | Unlimited accounts |
| Analytics depth Whether you get benchmark views, scenario testing, and deeper explanations. | Core dashboard | Full benchmark comparisons | Custom analysis and reporting |
| Support The level of help you receive when setting up accounts and reading reports. | Email support | Priority onboarding | Dedicated support |
| Security Advanced controls for larger accounts and teams that need stronger governance. | Standard encryption | Standard encryption | SSO, audit logs, and role controls |
Included in every plan
Everything you need to inspect your portfolio with confidence
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Live performance
Review live performance, drawdowns, and contribution trends in one clean dashboard.
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Risk metrics
Understand volatility, concentration, and downside exposure without decoding jargon.
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Allocation views
See how your holdings break down by sector, style, and geography at a glance.
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Market comparisons
Compare your portfolio against major indices and custom benchmarks over any time frame.
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Reporting
Save reports and exports for tax prep, reviews, or your own investment notes.
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Guided onboarding
Ask for a walkthrough and get help choosing the right plan before you upgrade.
Frequently asked questions
Straight answers for investors comparing cost, limits, and included analytics depth
Is there a free trial?
Yes. Every plan begins with a free trial so you can connect a portfolio, review the dashboard, and test the analytics before paying. No credit card is required to start the trial, and you can cancel at any time from your account settings.
What portfolio limits do the plans include?
Starter is designed for a single self-managed portfolio, Investor covers up to five accounts, and Advisor is built for unlimited accounts and larger holdings volumes. If your portfolio grows, you can upgrade instantly without re-entering your data.
How does annual billing work?
Monthly billing gives you flexibility. Annual billing lowers your effective monthly cost by about 20% and is the best value if you plan to use Northwind Analytics year-round.
Can I cancel whenever I want?
You can cancel anytime, and the only thing you lose is access after the current billing period ends. We do not lock your data away, and you can export reports before canceling.
Is Northwind Analytics secure enough for larger portfolios?
Yes. The Advisor plan adds SSO, audit logs, and role controls. Security is also reviewed regularly, with encrypted data storage and strict access management across the platform.
Ready to see what your portfolio is really doing?
Get started in minutes, explore the dashboard, and upgrade only when your portfolio needs more depth.