A flat fee — not a slice of your wealth. The bigger your portfolio, the better the deal.
Budgeting, auto-invest, unlimited Athena, and stock research. Everything you need to take control.
For serious investors. Full portfolio management, tax optimization, and priority support.
14-day free trial on every plan. Billed monthly. Cancel anytime. Annual billing saves ~20%.
Yes. We use bank-level 256-bit AES encryption, never store credentials in plaintext, and connect to financial institutions through Plaid (the same provider used by Venmo, Robinhood, and Coinbase). Athena reads — she never moves money without your tap.
Of course. Cancel from Settings in two taps. You'll keep access through the end of your billing period — no questions, no retention call. Your data and connected accounts stay put.
Full Pro access — every feature, no limits, no card charges if you cancel before day 14. Connect your accounts, talk to Athena, run unlimited signals. Decide for yourself.
Because AUM (assets under management) fees punish you for being successful. A 0.25% fee on a $200K portfolio is $500/year. Athena Pro is $228/year — flat. The bigger your portfolio grows, the better the deal gets.
Only if you turn on Athena-managed portfolios (Athena Pro). Otherwise, every trade requires your tap — Athena suggests, you decide. We never trade against you, never front-run, and never get paid for order flow.
Fidelity, Schwab, E*TRADE, Vanguard, Robinhood, Webull, Public, and 30+ others. If your brokerage isn't listed, we'll add it — usually within 2 weeks of your request.
Athena is an analyst and a copilot, not a discretionary advisor. She recommends; you decide. Athena Pro adds optional auto-rebalancing within rules you set. We're not a registered investment advisor — see Disclosures.
Anytime. Upgrade is instant and prorated. Downgrade takes effect at the next billing cycle. No long-term contracts, no exit fees, no friction.
Most people upgrade within their first week — once they see what Athena catches.