Transparent pricing
All plans include portfolio templates, drift alerts, and goal tracking. Upgrade for factor analytics, income planning, and advanced export tools. Cancel anytime.
Plus
Most popular$15/mo
All Starter features Factor tilt builder Tax-aware rebalancing Scenario testing
Pro
Advanced$39/mo
All Plus features Custom model portfolios Advisor sharing Advanced exports
What’s included
Every plan blends education with automation. You get diversified templates, monitoring that keeps you on track, and analytics that explain where risk and returns come from—without noise.
Allocation templates
Global stock and bond mixes plus optional small-value tilts. Clear targets for disciplined investing.
Rebalancing prompts
Calendar or threshold rules with tax-aware options and drift visibility.
Factor analytics
Break down exposures by size, value, quality, and momentum to understand drivers of risk and return.
Income planning
Model bond ladders and dividend ETFs to support cash flow needs responsibly.
Risk controls
Set volatility and drawdown thresholds to keep allocations aligned with your comfort level.
Education library
Short guides and examples that translate academic findings into practical steps.
Simple process
Move from plan to portfolio with a guided flow. Stay focused on decisions that matter and automate the rest.
Define
Set goals, horizon, and risk budget. Pick a core index allocation.
Build
Add factor tilts or income options. Map exposures to funds.
Maintain
Monitor drift, rebalance, and review analytics over time.
Ready to choose a plan?
Compare tiers, then start with the one that fits your goals. You can switch plans anytime as your needs evolve.
Frequently asked questions
Straight answers to common questions about pricing, features, and how Wealthstack fits your workflow.
Is Wealthstack an investment advisor?
No. Wealthstack provides educational software and content. We do not offer personalized advice, trade execution, or act as a broker-dealer. Consider your situation and consult a qualified advisor when needed.
Can I use my existing brokerage account?
Yes. Wealthstack outputs target weights and checklists you can execute at your preferred broker. You remain in control of accounts and custody.
Do you support tax-aware rebalancing?
Plus and Pro tiers include tax-aware settings that consider thresholds, lots, and account types to reduce unnecessary gains while maintaining target exposures.
Can I cancel anytime?
Yes. Plans are month-to-month with no long-term commitment. You can cancel or change plans from your settings.