Transparent pricing, no surprises
Start free with limited access. Scale to Plus or Pro when you need more power. Cancel anytime.
Full comparison
All features detailed by plan.
For advisors and fund managers
The Advisor plan is designed for financial professionals who manage client portfolios and need quantitative tools in their daily workflow.
Model portfolio optimization
Use Portfolio Lab with walk-forward to build and validate the model portfolios you replicate for clients.
- Portfolio Lab with 12+ optimization models
- Unlimited backtesting years
- PDF export for client reports
Multi-portfolio monitoring
Manage up to 50 portfolios. Combine Screener + Volatility + Regime Lab to detect rotations and adjust allocations.
- Up to 50 portfolios with simultaneous tracking
- ML Regime Strategy for market timing
- Cross-asset correlation matrix
Due diligence & reporting
Analyze funds with 13F Holdings, generate AI investment memos, and export professional reports for your clients.
- 6,300 AI queries for rapid analysis
- AI Investment Memo & Portfolio Doctor
- Unlimited Earnings Transcripts
What the Advisor plan includes
What is NOT included
The Advisor plan is a self-service SaaS tool. It does not include discretionary portfolio management, personalized financial advice, or order execution. Strateva provides the tools; investment decisions are the responsibility of the professional.
LAUNCH30 at checkout. Save €89.10 total.
Frequently asked questions
Yes. You can upgrade or downgrade from your account at any time. When upgrading, you are charged the prorated difference. When downgrading, the change takes effect at the end of the current billing cycle.
Cancel anytime from your account or through the Stripe billing portal. You'll keep access to your current plan until the end of the already-paid period. No penalties or lock-in periods.
We don't offer a formal trial, but the Free plan is permanent and lets you test the main tools with limited access. It's the best way to evaluate the platform before paying.
Payments are processed through Stripe. We accept credit and debit cards (Visa, Mastercard, Amex). All transactions are secure and encrypted.
Your saved portfolios, watchlists and screeners are kept in your Free account. You can export all your data at any time (GDPR Art. 20). If you want to permanently delete everything, you can request full deletion from your account (GDPR Art. 17).
Displayed prices do not include taxes. Applicable VAT will be calculated at checkout based on your country of residence, in accordance with European tax regulations.
Each time you send a question to the AI Analyst counts as one message. The limit resets each calendar month. The Free plan includes 15 messages so you can try the functionality. Investment Memos and Portfolio Doctor also consume AI messages.
For financial professionals (advisors, boutique asset managers, family offices, RIAs) who manage client portfolios and need advanced quantitative tools with high limits. Does not include financial advice or discretionary management.
All tools keep working normally — only the AI Analyst, Investment Memos and Portfolio Doctor are disabled until the counter resets on the 1st of the following month. If you need more messages you can upgrade: Plus includes 600/month, Pro 1,600/month and Advisor 6,300/month.
No. Your saved portfolios, watchlists and screeners are fully preserved on downgrade. You simply won't be able to create new ones if you exceed your new plan's limit. For example, if you have 5 portfolios on Pro and downgrade to Plus (1 portfolio), all 5 remain visible in read-only mode but you can't create more until you're within the limit.
Free does not allow saving portfolios. Plus allows 1 saved portfolio, Pro up to 25 and Advisor up to 50. All plans allow running optimizations without saving. Saved screeners are separate: Plus allows 3, Pro and Advisor unlimited.