Invest with clarity.
Not confusion.
Portfolio tracking, risk analysis, and structured tax exports — all in one place.
Free
Explore TradingKite with basic portfolio tracking. No credit card required.
- ✅ 3 portfolios
- ✅ 25 holdings limit
- ✅ Portfolio dashboard
- ✅ Holdings tracking
- ✅ Performance charts
- ✅ Allocation view
- ✅ Activity feed
- ✅ Trade simulator (preview only)
Pro
Complete toolkit for serious investors who want to avoid costly mistakes.
- ✅ 10 portfolios
- ✅ 500 holdings limit
- ✅ Everything in Free
- ✅ Trade simulator (full)
- ✅ Position sizing calculator
- ✅ Stress test scenarios
- ✅ Price alerts (25)
- ✅ Dividend alerts
- ✅ Risk drift alerts
- ✅ Basic LTCG/STCG estimates
- ✅ CSV export
- 🔜 Broker connections
- 🔜 Real-time data sync
Pro+
Advanced tax tools and priority support for complex portfolios.
- ✅ Unlimited portfolios
- ✅ 2000 holdings limit
- ✅ Everything in Pro
- ✅ 50 price alerts
- ✅ Priority support
- 🔜 Wash sale tracking
- 🔜 Tax loss harvesting
- 🔜 TurboTax export
- 🔜 FBAR/FATCA reports
- 🔜 Cross-border tax
Fair use policy: Archived holdings are unlimited. Only active holdings count toward plan limits.
Tax features provide structured exports for professional review. Final filings should be verified by a qualified tax professional.
Compare Features
| Feature | TradingKite | Empower | Wealthfront |
|---|---|---|---|
| Portfolio dashboard | |||
| Multi-portfolio support | ✕ | ||
| Holdings tracking | |||
| Performance analytics | |||
| Trade simulator | ✕ | ✕ | |
| Stress test scenarios | ✕ | Partial | |
| Price alerts | ✕ | ✕ | |
| Position sizing | ✕ | ✕ | |
| Basic tax estimates | |||
| Wash sale tracking | 🔜 | ✕ | |
| Tax loss harvesting | 🔜 | ||
| 401(k) tracking | 🔜 | ||
| Broker sync | 🔜 | ||
| No account minimums | $500 min |
TradingKite Advantage
Trade simulator, stress testing, position sizing, price alerts — tools for ACTIVE investors, not just passive tracking.
Legal Disclaimer: TradingKite is not affiliated with any competitors listed. Feature comparisons are based on publicly available information and may change. Features marked "Planned" are on our roadmap but not yet released.
TradingKite provides estimates for planning purposes only — not tax or financial advice.
Start with a free preview
Explore the interface before subscribing. No credit card, no commitment.
Sample Portfolio
See how your holdings would look in the dashboard
Limited Holdings
Add a few positions to test the experience
Read-Only Metrics
View basic portfolio health in preview mode
Ready for more?
Upgrade when you need deeper analysis, stress testing, or structured tax exports.
"Finally, one dashboard for all my accounts. I stopped using three different spreadsheets."— Priya, Long-Term Investor
Usage & Limits
Limits exist to keep data costs predictable. They may vary by plan and region.
Holdings limit
Free preview lets you track a limited number of holdings. Subscriptions unlock full portfolio capacity.
Alerts
Price and risk alerts require an Investing subscription or the Bundle.
Planning tools
Portfolio planning and sizing tools require the Planning add-on or Bundle.
Import processing
File imports are rate-limited with queued processing to keep data quality stable.
Data confidence
Prices shown as EXACT (exchange-sourced) or ESTIMATED (derived).
Check the Methodology page for full details on data calculation rules.
