Simple, honest pricingEvery tool you need.
Every tool you need.
Scale to fit your practice.
All plans include the full LevelFields Portfolio feature set. Pick the tier that fits how many portfolios and clients you manage.
NYSE, NASDAQ, AMEX & OTC
Unlimited alerts on every plan
No credit card to start
Cancel anytime
Included on every plan
Stock KPIs & real-time P/E metrics
NYSE, NASDAQ, AMEX & OTC coverage
Unlimited price & valuation target alerts
Add & view notes on any stock
One-click: Idea → Holding → Closed
Trade history & closed-position analysis
Batch alerts across your full watchlist
Benchmark tracking vs. SPY
Portfolio analytics & breakdown
Quickly import holdings and notes via CSV file
Choose your scale
Individual3 months free
Everything you need to manage your own portfolio. Try free — no credit card required.
$10/ mo after trial
First 3 months completely free
Capacity
1portfolio
1client account
MOST POPULAR
Account Manager
For advisors managing a growing book. All the same tools, scaled up to 5 clients.
$20/ mo
Up to 5 portfolios & 5 clients
Capacity
5portfolios
5client accounts
Wealth Manager
For practices with a larger client load. Full coverage across 10 portfolios.
$30/ mo
Up to 10 portfolios & 10 clients
Capacity
10portfolios
10client accounts
Plan comparison
| Feature | Individual | Acct. Manager | Wealth Mgr |
|---|---|---|---|
| Monthly price (after trial) | $10 | $20 | $30 |
| Portfolios | 1 | 5 | 10 |
| Client accounts | 1 | 5 | 10 |
| Stock KPIs & real-time P/E | |||
| NYSE / NASDAQ / AMEX / OTC | |||
| Unlimited price & valuation alerts | |||
| Stock notes | |||
| Idea → Holding → Closed workflow | |||
| Batch alerts & benchmark vs. SPY | |||
| Quickly import holdings & notes via CSV |
Individual$10/ mo after trial
1portfolio & 1 client account
Stock KPIs & real-time P/E
NYSE / NASDAQ / AMEX / OTC
Unlimited price & valuation alerts
Stock notes
Idea → Holding → Closed workflow
Batch alerts & benchmark vs. SPY
Quickly import holdings & notes via CSV
Account Manager$20/ mo
5portfolios & 5 client accounts
Everything in Individual
Wealth Manager$30/ mo
10portfolios & 10 client accounts
Everything in Individual
Common questions
No. The Individual plan's 3-month free trial requires no payment info upfront. You only provide billing details when you choose to continue after the trial ends.
Yes — every plan, including Individual, supports unlimited price and valuation target alerts. There's no cap on how many alerts you set across your portfolios or watchlist.
Yes. You can upgrade at any time as your client base grows. Upgrading takes effect immediately with pro-rated billing for the remainder of your billing period.
A client is any account you manage separately in the platform — including your own. Each client can have one associated portfolio that you track independently.
Contact the LevelFields team for enterprise and custom pricing. Plans are available for larger RIAs, family offices, and advisory firms that need coverage beyond the 10-client tier.
No credit card for trial
Cancel anytime
All features on every plan
Enterprise plans available
Need a custom plan?
Managing more than 10 clients, or want to discuss enterprise options? We'd love to hear from you.