Basic trial is selected by default — no card on this step. Limits shown below are core workspace defaults (xChat UTC day and UTC hour caps); signed-in users see tenant-resolved caps.
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Basic
$10
per month
Built for daily options context & single-portfolio HNWI workflows
1 xOptions views/hr
10 xChat prompts/day
1 portfolio/user
Workspace limits
xOptions views / hr1
xChat prompts / day (UTC)10
xChat prompts / hr (UTC)1
Portfolios per user1
Accounts per portfolio1
Change personaNo
Chat history max (turns)10
Full workspace access within plan limits; trial posture may apply before you subscribe. Limits reflect tenant defaults and per-plan overrides when configured.
Private deployment — your data is never used for provider training. Broker roadmap: Merrill & Fidelity CSV import today; Interactive Brokers (live snapshots where enabled), E*TRADE, Forge Global, and Hiive pre-IPO marketplace support coming soon; automated trade recommendations follow with workspace limits.
Not financial advice. Guest mode is read-only. Sign in for approved access to checkout and account actions.
