Know what you keep.
Before you sell.
Track holdings, model after-tax decisions, and export filing-ready reports for NRIs and expats in the US, UK, and UAE.
Track — Free
Try the workflow before you commit
Start with research-to-portfolio basics and understand the workflow before you pay. No credit card required.
Best for trying the product with a small live portfolio and seeing whether the action center, opportunities, and decisions are useful to you.
- Portfolio dashboard preview
- Track a small live portfolio
- Decision Simulator (preview)
- Tax workflow preview
- Up to 3 active portfolios
- Up to 25 active holdings
Decide — Pro
Track and simulate with confidence
For investors who want one place to track holdings, simulate decisions, catch concentration and tax issues early, and act without spreadsheet chaos.
This is the real operating plan
Best for investors who want TradingKite to become the main place they monitor holdings, review opportunities, and model decisions before acting.
- Everything in Free
- Full Action Center, Opportunities, and Decision Simulator
- CSV import and SnapTrade broker sync
- Price and risk alerts
- Portfolio Health Check
- Single-country tax estimates and timing prompts
- Up to 10 active portfolios
- Up to 500 active holdings
Export — Pro+
Export and protect complex tax workflows
For advanced investors with larger, cross-border, or tax-sensitive portfolios who need structured workflows, compliance-aware exports, and fewer expensive surprises.
For serious tax and reporting complexity
Best for investors who need filing-ready exports, wash sale protection, cross-border support, and structured workflows around higher-stakes tax decisions.
- Everything in Pro
- Tax-loss harvesting workflow
- Wash sale tracking
- Cross-border tax dashboard (US, UK, UAE)
- Structured, filing-ready exports (TurboTax / CA)
- Country-aware tax rates, multi-region support
- Unlimited active portfolios
- Up to 2,000 active holdings
How limits work: Archived positions are unlimited. Plan limits only apply to active holdings and active portfolios the app is monitoring right now.
Broker sync currently covers SnapTrade-connected accounts. CSV import and manual tracking remain available on all plans.
What's in each plan
Track on Free. Decide on Pro. Export and protect cross-border workflows on Pro+.
Start with a free preview
Try the after-tax workflow first. Upgrade when you need deeper decisioning, wash sale protection, or filing-ready cross-border exports.
Sample Portfolio
See how the action center and portfolio workflow work before paying
Limited Holdings
Track a few positions and preview the after-tax workflow with real data
Read-Only Metrics
Preview risk, tax, and portfolio metrics before moving into deeper workflows
Ready for more?
Upgrade when you want clearer next actions, deeper simulation, and structured tax exports instead of juggling disconnected tools.
"Finally, one place to review my portfolio, tax estimates, and alerts. I stopped checking three different spreadsheets every week."— Priya, Long-Term Investor
Usage & Limits
Limits keep data costs predictable while giving paid users enough room to run a serious investing workflow.
Active limits
Limits apply only to active holdings and active portfolios. Archived positions remain available without counting against the cap.
Alerts
Pro unlocks portfolio and risk alerts. Pro+ expands alert capacity for larger, more complex monitored portfolios.
Planning tools
Pro includes the full trade planning workflow. Pro+ adds the tax and edge-case context around those decisions.
Import processing
File imports are rate-limited with queued processing to keep data quality stable.
Data confidence
The app shows freshness and confidence signals so users can tell when quotes are delayed or tax data is still syncing.
Check the Methodology page for full details on data calculation rules.
Managing client portfolios?
After-tax portfolio workflows for NRI and expat clients across US, UK, and UAE — in one product.
Every advisor plan includes the full Pro+ suite for every client you manage — at a fraction of per-seat retail cost.
See advisor pricing →
