See every fee you're paying, free.
Then get the plan to fix it.
The first tells you what you're paying. The second tells you what to do about it.
"What am I actually paying?" Answered in one number.
No questionnaire. If your costs are already low, it says so.
The Full Portfolio Report: what to do about it, with the math.
Or $399/yr for four reports a year and drift alerts. Your $149 is credited if you upgrade.
An advisor or robo runs your money for a percentage. We don't. We show you exactly what to change, and you make the moves.
That's money that could be compounding for you.
Google sign-in. Link your brokerage read-only through SnapTrade. We never see your broker password.
Every fee from your real transaction history, totaled. Free, about two minutes.
Answer five questions about your goals. Get the analysis and a ranked plan you execute yourself.
We show you the math. You make every decision.
Yes. Sign in, connect a brokerage account read-only, and it shows your real advisor fees, your fund costs, cheaper alternatives, and the 20-year impact. You decide whether you want the full report.
No. The connection is read-only. We can see holdings and transactions; we can't trade, transfer, or change anything. Your money stays where it is.
Yes. Fund expense ratios cost DIY investors too, especially inside 401(k)s. The full report also checks drift, diversification and tax efficiency across all your accounts.
No. A full report is $149 once. The $399/yr membership adds four reports a year and drift alerts, and credits your $149 if you upgrade. Pricing details →
Plain English. Every number shown. Every decision yours.