Pricing

Plans For Every Level of Investor

From beginners to seasoned investors, we have the perfect plan for you

Choose Your Plan

Most Affordable

Beginner

Starting at $200/Year

  • Full Educational Library Access
  • IPS Builder
  • Stock Screener
  • Portfolio Tracker
  • 1 Portfolio
  • 15 Holdings
  • Model Portfolios – Basic
  • Basic Support

Recommended

Intermediate

Starting at $300/Year

  • All The Features of Basic
  • Portfolio Optimization
  • 3 Portfolios
  • 30 Holdings
  • Model Portfolios – Advanced
  • Forum Access
  • Standard Support

Best Value

Advanced

Starting at $350/Year

  • All The Features of Intermediate
  • 10 Portfolios
  • Unlimited Holdings
  • Lifetime Forum Access
  • Priority Support

Recommended

Enterprise

Custom Solutions

  • IPS Builder
  • Stock Screener
  • Portfolio Tracker
  • Portfolio Optimization
  • Custom Business Solutions
  • Full Client Access
  • Priority Support

Our Thoughts On Pricing

Why Pay For ViableFolio?

With subscription services everywhere, we know people are selective about where they invest their money. A ViableFolio subscription provides more than industry-grade tools and education – it’s designed to be more cost-effective than a financial advisor while aligning your interests with ours. Here’s why:

Aligned Interests: Traditional fee structures can lead to conflicting incentives between advisors and clients. ViableFolio’s flat fee model eliminates the pressure of higher fees and commissions, putting you in full control and reducing your dependence on a financial advisor.

Lower Fees: Our subscriptions plans are designed to cost less than traditional fees structures. The best part? As your portfolio grows, ViableFolio becomes even more cost-effective. By avoiding the recurring costs of an advisor, you can reinvest those savings directly into your portfolio, allowing them to compound over time.

Customizable Plans: While many advisors lack flexible package options, ViableFolio offers multiple plans so you can choose and pay only for the services that fit your needs.

Ongoing Development: As ViableFolio expands, so do the benefits you’ll enjoy. We’re working hard to add more features and courses. Explore our development roadmap to see the exciting courses and features coming soon, at no additional cost.

3 Types of Financial Professionals

Investors come across during their investment journey. Each type offers different services, has different credentials, and gets paid in different ways. Learn Now

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