free
$0
- Saved scenarios-
- Cashflow modeling-
- Tax overlays-
- Historical import-
- CSV export-
- PDF export-
- Shareable links-
- Advanced contributions-
Plan Management Console
Free tier is active by default. Use local mock billing to validate paid-entitlement wiring and upgrade flows.
Built for high-income, dividend-focused investors who want repeatable cashflow planning workflows.
Signed in: noMock billing UI: disabled
pro
$29/mo
- Saved scenariosIncluded
- Cashflow modelingIncluded
- Tax overlaysIncluded
- Historical importIncluded
- CSV exportIncluded
- PDF export-
- Shareable linksIncluded
- Advanced contributionsIncluded
team
$99/mo
- Saved scenariosIncluded
- Cashflow modelingIncluded
- Tax overlaysIncluded
- Historical importIncluded
- CSV exportIncluded
- PDF exportIncluded
- Shareable linksIncluded
- Advanced contributionsIncluded
Paid plans enabled: no
Checkout enabled: no
Mock billing enabled in UI: no