Individual
Retail investors making investment decisions for personal accounts and/or those of direct dependents
21 days for $9. No auto-renewal.
Asset Manager
Users managing equity assets as part of a regular course of business
21 days for $9. No auto-renewal.
Researcher
Users of Portfolio123 creating research as part of a regular course of business
21 days for $9. No auto-renewal.
Educational
Professors, Students, and Educational institutions using Portfolio123 in classrooms