Take Control of Your Portfolio's Factor Exposure
See your risk. Understand your diversification. Make informed decisions.
Compare Plans
Free shows you the problem. Pro gives you the solution.
| Feature | Free | Pro | Pro+ |
|---|---|---|---|
| Portfolio Upload | 1 account | Unlimited | Unlimited |
| Allocation Visualization | |||
| Factor Exposure Overview | |||
| Factor Exposure Details | |||
| Stress Test Summary | Headline only | Full scenarios | Full scenarios |
| Risk Driver Analysis | Top 3 | Complete analysis | Complete analysis |
| What-If Sandbox | |||
| Monte Carlo Projections | |||
| Correlation Matrix | |||
| Currency Exposure | |||
| ETF X-Ray | |||
| PDF Export | |||
| Saved Reports | 1 | Unlimited | Unlimited |
| Monitoring & Alerts | |||
| Portfolio Monitoring | 1 portfolio | 5 portfolios | |
| Daily Price Refresh | |||
| Weekly Risk Scan | |||
| Universal Alerts | |||
| Smart Alerts | |||
| Custom Alert Rules | |||
| Risk Timeline | 30 days | Unlimited | |
| Weekly Digest Email | Basic | Full digest | |
| Critical Alert Emails | |||
Frequently Asked Questions
Everything you need to know about FactorIQ pricing
The free tier lets you upload your portfolio via CSV and see your basic allocation, factor exposure overview, and a stress test headline. You'll see the top 3 risk drivers with plain-English explanations. It's designed to show you what's happening with your portfolio - the Pro tier shows you what to do about it.
Early supporters who sign up during our launch period get our founder rate of $9/month (or $90/year) locked in permanently. Even as our regular pricing increases to $12/month, founders keep their discounted rate as long as they remain subscribed.
Yes, absolutely. You can cancel your Pro subscription at any time from your account settings. You'll continue to have Pro access until the end of your current billing period.
We accept all major credit cards (Visa, Mastercard, American Express) through Stripe, our secure payment processor. We also support Apple Pay and Google Pay.
Your data remains yours. If you cancel Pro, you'll be downgraded to the Free tier but your portfolio data and historical reports stay in your account. You can always re-subscribe to access Pro features again.
You can cancel your annual subscription at any time and will retain access through the end of your annual term.
Important Disclaimer
FactorIQ is provided for educational and informational purposes only. It does not constitute financial advice, investment recommendations, or an offer to buy or sell securities. The stress test scenarios and risk calculations are based on simplified models using historical data and sector approximations. Actual portfolio performance in future market events may differ significantly from these projections. Past performance does not guarantee future results. All investments involve risk, including the potential loss of principal. Before making investment decisions, consult with a qualified financial advisor. FactorIQ is not a registered investment advisor.