Plan limits

Every plan includes the full 19-factor model and attribution, Holder IQ and insider signals, with full history. Plans differ in brokerage connections, alert capacity, and the paid tools listed below.

Brokerage connections: Free 1, Pro 3, Premium 20. A connection that needs re-linking still uses one; disconnecting a brokerage frees it, and CSV imports never count. Connections you already have when you move to a plan with a lower limit keep syncing, but you cannot link another until you are under the limit.

Active custom alerts: Free 5, Pro 25, Premium 100. Inactive alerts do not count. Alerts you already have when you move to a plan with a lower limit keep running, but you cannot activate another until you are under the limit.

Filer baskets and model portfolios: Free builds and previews 1 basket and saves none, Pro saves up to 3 model portfolios, Premium has no limit. Archived baskets and models do not count, and models you already have when you move to a plan with a lower limit stay available, but you cannot save another until you are under the limit.

Pro adds statement uploads and reconciled history, benchmark-neutral hedge baskets, the tax-loss harvesting list, segment and KPI series, and the daily digest.

Premium adds webhook alert delivery, smart-money exit pressure and alerts, custom hedge targets, tax lots and replacement ideas, earnings-call excerpts with their sources, PDF reports, quarterly LP reports and JSON export, and priority support.