Packages

Choose a one-time package for your filing year. Current Standard and Pro packages cover 2025.

Basic

Free

  • Portfolio performance report
  • Basic support
Get Started
Standard

$10.99

  • Portfolio performance report
  • One-time package for 2025 tax-year report
  • Buy again next year for the 2026 package
  • Up to 100 transactions per year
  • Advanced support
Choose Standard
Pro

$39.99

  • Portfolio performance report
  • One-time package for 2025 tax-year report
  • Buy again next year for the 2026 package
  • Unlimited transactions per year
  • Priority advanced support
Choose Pro