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Plan limits and refresh cadence
How Free, Pro, and Premium differ in connections, history, and alerts.
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Free is built for evaluation with one connection and limited analytics depth.
Free includes 1 brokerage connection. A connection that needs re-linking still uses it; disconnecting a brokerage frees it, and CSV imports never count. Connections you already have when you move to Free keep syncing, but you cannot link another until you are under the limit.
Pro expands history, factor detail, Holder IQ views, and alert capacity for active investors.
Premium adds the deepest history, faster refreshes, advanced alerts, and exports.
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