Pricing
Simple, premium, and boring. On purpose.
Pricing is part of the trust model. “We sell software, not you” only holds if the software visibly pays for itself — so: two plans, annual-first, no free tier, no games. The price is the price whether you track $80k or $8M.
Clarity
$120 /year · $14 month-to-month
For investors who want the whole picture and the discipline.
- Whole-portfolio dashboardevery broker
- Sleeves: strategy-level trackingcross-account
- Targets, drift, rebalancingconcrete trades
- Bring-anything intakeemail · PDF · photo · CSV
- Hard assets in the ledgerhouse · cars · art
- Trade ideas & commentarylinked to holdings
- Review inboxyou approve everything
- Full export, alwaysCSV · JSON · originals
Founding price for the first thousand: $96/yr, locked forever.
Clarity Trader
$240 /year · $29 month-to-month
For active traders running strategies they want to evaluate.
- Everything in Clarityall of it
- Trade-level tracking in sleevesstrategy P&L
- Broker-confirm reconciliationpartial-fill math
- Statement verificationledger vs. broker
- Plain-English trading rulesdrafts, never executes
- Schwab connection & live quotesopt-in, when it ships
Founding price for the first thousand: $192/yr, locked forever.
Casual investors never see what they're missing — the rebalancing view is complete without reconciliation. Traders hit the fence exactly when the product starts saving them real money, which is the right moment to ask for some of it.
The comparison that matters
The anchor isn't other apps. It's the alternative.
A wealth manager charges 1% of assets — $5,000 a year on a $500k portfolio, every year, forever, and more as you grow. Clarity Trader is $240. We'd rather say this plainly and let the arithmetic do the selling.
Thirty days, no card
The trial is the full Trader plan, and the onboarding is the trial: drop a statement on the welcome screen, watch your accounts appear, decide whether a true ledger is worth $10 a month.
Nothing held hostage
When the trial ends nothing is deleted and export still works. An expired trial reads your data to you — it just stops updating.
Sixty-day refund
Founding subscribers get a sixty-day full refund, no questions — and the export works whether or not you ask for it.
Questions, answered plainly
Why is there no free tier? +
A free tier is always paid for by something, and in this market that something is usually the user's data. Charging everyone is the honest version. The 30-day trial does the job a free tier pretends to do.
Why don't you price on assets? +
AUM-based pricing would mean our revenue depends on knowing how rich you are, which is exactly the relationship we promised not to have. The price is the price whether you track $80k or $8M.
What happens when my trial ends? +
Nothing is deleted and export still works. An expired trial reads your data to you; it just stops updating. Nobody's numbers are held hostage.
Will my price go up later? +
No. Your price never goes up while you stay subscribed. Price increases apply to new customers only.
Is there a limit on how many documents I can send? +
Both plans have fair-use limits set high enough that no human hits them — on the order of hundreds of documents a month, enforced only against abuse. Metering the core habit would teach you to ration the exact behavior the product needs.
Why no lifetime deal? +
Extraction has a real marginal cost per document, forever. Selling “forever” for a fixed sum is how trackers end up selling data later. We'd rather charge a fair subscription and never face that choice.
Lock in 10% off, for life
Join the waitlist with a verified email and the code arrives in your inbox. It stacks with founding pricing, and your price never goes up while you stay subscribed.