Starter
$14.99/month
$179.88 billed annually
Save 25% with annual billing
- 1 individual user
- 5 portfolios
- 5,000 transactions capacity
- 20 AI queries / month
Rover Portfolio Plans
Simple pricing. Full capability.
Choose the portfolio capacity you need. Analysis, tax tools, reporting, and AI-assisted insights are included in every plan.
Standard
$19.99/month
$239.88 billed annually
Save 23% with annual billing
- 1 individual user
- 15 portfolios
- 15,000 transactions capacity
- 50 AI queries / month
Plus
$29.99/month
$359.88 billed annually
Save 21% with annual billing
- 1 individual user
- 30 portfolios
- 30,000 transactions capacity
- 100 AI queries / month
Prices in USD. Applicable tax is added at checkout.
Need more capacity? Contact us.
Included in every plan
- Understand performance. Explore returns, attribution, and X-Ray exposure.
- Follow your money. Review holdings, transactions, income, and cash flows.
- Plan tax-smart sales. Review tax lots and plan sales to minimize taxes.
- See the whole picture. Analyze individual portfolios or combined folder views.
AI-assisted explanations are included, with the monthly query allowance shown in each plan.
More queries, when you need them
Additional AI queries cost $10 per 100 queries, plus applicable tax. Query packs are purchased explicitly; there are no automatic overage charges.
Purchased queries never expire but require an eligible paid subscription to use. Portfolio and transaction add-ons are not available yet.
Frequently asked questions
Are transaction limits monthly allowances?
No. Transaction limits are capacity limits, not monthly allowances. Choose a plan with enough capacity for the transaction history you want to manage.
When do my included AI queries reset?
Included AI queries reset monthly on your subscription anniversary, including on annual plans. Unused included queries do not roll over.
How is annual billing charged?
Annual plans are billed as one yearly payment. The monthly price shown is the annual total divided by 12, rounded to the nearest cent. The full annual charge appears below each price. Savings are compared with 12 monthly payments for the same plan.
How do advisor plan allowances work?
Advisor plans include the stated number of active client accounts plus your own account. Portfolio, transaction, and AI allowances are pooled across you and your clients, rather than provided separately to each client.
What is your refund and cancellation policy?
We want you to be comfortable choosing Rover Portfolio. Every plan includes a 14-day free trial so you can evaluate the product before paying.
Annual subscriptions. If you purchase an annual subscription and decide Rover Portfolio isn't right for you, you may request a full refund within 14 days of your initial purchase. Refund eligibility may be limited in cases of unusually heavy use or apparent abuse of the refund policy.
Monthly subscriptions. Monthly subscriptions can be canceled at any time. Your subscription will remain active through the end of the current paid billing period. Monthly payments are not prorated or refunded.
Annual renewals. If your annual subscription renews and you did not intend to continue, you may request a full refund within 7 days of the renewal charge.
AI and other usage add-ons. Charges for additional AI usage or other usage-based add-ons are non-refundable once the additional capacity has been used. We will, of course, correct duplicate charges or billing errors.
Service problems and exceptional circumstances. If a significant technical problem prevents you from using Rover Portfolio as intended, or if there is a billing error or other unusual circumstance, please contact us. We will handle these situations reasonably and fairly.
Canceling your subscription. You can cancel your subscription at any time from your account settings. Canceling prevents future renewal charges but does not end access to a billing period you have already paid for.