Two plans. Everything else included.
Every plan gets the full dashboard, all asset types, and the AI connector for Claude & ChatGPT. Pro removes the limits. Cancel anytime.
Base
For individuals starting their journey
or $6 / month, billed monthly
- 1 portfolio · 10 items per type
- 3 months of history
- AI connector for ChatGPT & Claude — everyday allowance
- Email support
Pro
For active investors and growing portfolios
or $9 / month, billed monthly
- Unlimited portfolios · 100 items per type
- Full history
- AI connector for ChatGPT & Claude — 5× the Base allowance
- Priority email support
Both plans: all asset types · auto-compound · market data (crypto 15 min · stocks, commodities, FX daily) · MCP connector
Frequently asked questions
Quick answers to the questions people ask most before getting started.
How much does Selfinance cost? Is there a free tier?
There’s no free tier. The Base plan is $6/month ($60/year) for manual tracking, and the Pro plan is $9/month ($90/year) and adds unlimited portfolios, full history, and a 5× AI-connector allowance.
What’s the difference between Base and Pro?
Base ($6/month or $60/year) is built for manual tracking of a single portfolio with 10 items per asset type and 3 months of history. Pro ($9/month or $90/year) removes the limits — unlimited portfolios, 100 items per type, full history — and raises the AI-connector allowance to 5× Base.
Is the AI connector for Claude and ChatGPT extra?
No. The MCP connector is included on every plan. Base includes an everyday daily allowance of AI calls; Pro raises it to 5× — no add-ons, no separate AI subscription.
Can I cancel my subscription at any time?
Yes. Cancel anytime from your account settings. If you cancel, you keep access to your plan’s features until the end of your current billing period.
What happens to my data if I stop paying?
Nothing is deleted. Your account keeps your data, and you get full access back as soon as billing resumes. You can also permanently delete your account and everything in it at any time.
Do you offer refunds?
You can cancel anytime from your account settings and keep access until the end of your billing period — after that, no further charges apply.
Does Selfinance sell my data to third parties?
No. Selfinance never sells or shares your data with advertisers or other third parties. We only use your data to provide the services you’ve requested, and we take strict measures to protect it.
Can a connected AI move my real money?
No. A connected AI only updates your Selfinance records — it can never touch your bank, broker, or real money. Sensitive actions like recording trades or moving cash between pockets require an explicit preview → confirm step, and you can disconnect anytime from Account settings.