Pricing
Powerful Enough for Professionals.Priced for Everyone.
Explorer
$0 /month
- Compare portfolios. Backtest up to 5 portfolios together, with 20 tickers each.
- Simulate outcomes. Simulate scenarios up to 20 years ahead.
- Inspect allocations. Use 3 included optimization models and see their full allocations.
- Keep your research. Save 1 workspace and 1 reusable portfolio, including inputs and the latest complete output.
- Connect your tools. Custom-data uploads and AI assistant access through MCP are not included.
Early Member Rate
Researcher
2 Months Free$6.25/mo$75 billed annually
- Compare portfolios. Backtest up to 20 portfolios together, with 50 tickers each.
- Simulate outcomes. Simulate scenarios up to 100 years ahead.
- Inspect allocations. Use all 13 optimization models, including advanced methods, with full allocations.
- Keep your research. Save 20 workspaces with their inputs, settings, and latest complete outputs, plus reusable portfolios without a plan limit.
- Connect your broker and tools. Connect brokerage accounts. Upload your own return data and use AI assistant access through MCP.
- Early Member Rate. Lock in this rate as long as your subscription remains active. As Simfolio grows, pricing is expected to increase for new subscribers. Keep today’s rate for as long as your subscription remains active.
Compare plans
Choose the research capacity and connections that fit your workflow.
| Plan details | Guest / Explorer | Researcher |
|---|---|---|
| Usage | ||
| Saved workspaces | Guest0Explorer1 | 20 |
| Saved Portfolios | Guest0Explorer1 | No plan limit |
| Portfolios per run | Up to 5 | Up to 20 |
| Tickers per portfolio | Up to 20 | Up to 50 |
| Simulation horizon | Up to 20 years | Up to 100 years |
| Optimization Methods | 3 methods | 13 methods |
| Features | ||
| Backtests and simulations | ||
| Frontier simulation model | ||
| Brokerage connections | ||
| Upload custom return histories | ||
| AI assistant connection | ||