Pricing & plans
Start free. Pay only when your portfolio outgrows the basics.
No lock-in, cancel anytime. Low prices on every plan — the full Metrifly engine starts at just $9/mo.
Free
One portfolio to get started
- 1 portfolio, up to 10 holdings
- CSV & AI-assisted import
- Live prices, dividends & returns/risk metrics
- Allocation snapshot
Starter
The complete toolkit for one investor
$84 billed annually
- 1 portfolio, unlimited holdings
- Broker & crypto-exchange sync
- Full AU tax — CGT, franking, SMSF, trust, AMIT
- Benchmarking, diversification & full allocation
- Public API + MCP access
Standard
More portfolios and connections
$144 billed annually
- Up to 3 portfolios + groups
- Up to 10 broker connections
- Everything in Starter
Pro
Scale across every entity
$240 billed annually
- Up to 10 portfolios
- Unlimited broker & exchange connections
- Everything in Standard
Prices in AUD. Annual saves ~20%. Paid plans include Australian tax reports for eligible entities.
Compare plans and features
See what is included at each tier before you upgrade.
| Feature | Free | Starter | Standard | Pro |
|---|---|---|---|---|
| Limits | ||||
| Portfolios | 1 | 1 | 3 | 10 |
| Holdings | 10 | Unlimited | Unlimited | Unlimited |
| Broker & exchange connections | 0 | 3 | 10 | Unlimited |
| Import & data | ||||
| CSV / spreadsheet import | Included | Included | Included | Included |
| AI contract-note (PDF) extraction | Not included | Included | Included | Included |
| Email-in import | Not included | Included | Included | Included |
| Sync | ||||
| Broker account sync | Not included | Included | Included | Included |
| Crypto-exchange sync | Not included | Included | Included | Included |
| Prices & markets | ||||
| Live & end-of-day prices | Included | Included | Included | Included |
| Corporate actions (splits) | Included | Included | Included | Included |
| Multi-currency (13 currencies) | Not included | Included | Included | Included |
| Performance & analytics | ||||
| Basic allocation | Included | Included | Included | Included |
| Full allocation breakdown | Not included | Included | Included | Included |
| Time- & money-weighted return | Included | Included | Included | Included |
| Risk metrics (Sharpe, Sortino, beta, drawdown) | Included | Included | Included | Included |
| Capital-gain vs currency-gain split | Not included | Included | Included | Included |
| Benchmarking vs indices | Not included | Included | Included | Included |
| Diversification analysis | Not included | Included | Included | Included |
| Dividends & income | ||||
| Dividend tracking | Included | Included | Included | Included |
| Automatic DRP detection | Not included | Included | Included | Included |
| Dividend calendar | Not included | Included | Included | Included |
| Dividend forecasting | Not included | Included | Included | Included |
| Tax — Australia | ||||
| CGT report (50% discount) | Not included | Included | Included | Included |
| 6 lot methods incl. specific-lot | Not included | Included | Included | Included |
| Franking credits (45-day rule) | Not included | Included | Included | Included |
| Foreign income tax offset (FITO) | Not included | Included | Included | Included |
| Tax-loss harvesting | Not included | Included | Included | Included |
| Company & Trust entities | Not included | Included | Included | Included |
| SMSF entity | Not included | Included | Included | Included |
| AMIT / trust distributions | Not included | Included | Included | Included |
| API & integrations | ||||
| Public API (v1) | Not included | Included | Included | Included |
| MCP server for AI assistants | Not included | Included | Included | Included |
| Sharing & export | ||||
| Portfolio sharing (viewer / editor / accountant) | Not included | Included | Included | Included |
| Transaction export (XLSX) | Included | Included | Included | Included |
| Tax & report export (XLSX + PDF) | Not included | Included | Included | Included |
FAQ
Pricing questions
Yes. Upgrade or downgrade anytime from account settings. Billing adjusts on your next cycle.
Yes. Free is free forever: one portfolio, up to 10 holdings, and core tracking. No credit card to start.
Each unique security in a portfolio — a stock, ETF, fund, or other listed instrument. Cash balances are not counted toward the holding limit.
Yes. Starter, Standard, and Pro include CGT and income reports for Australian entities. Standard and Pro add company, trust, and SMSF entities.
On Starter and above, you can invite read-only access to your portfolio. Tax and income reports export as XLSX or PDF.
Annual billing saves 20% compared to paying monthly on every paid tier.
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