Flexible Plans for Comprehensive Solutions

Our membership model is transparent. you get exactly what you see in this plan comparison, and nothing less.

No hidden fees for feature updates or new features. stay in the loop and enjoy continuous improvements.

Monthly
Yearly (-20% limited)
Essential Membership
FREE
Join our community. Take a look into our platform without paying a cent.
Platform
Unlimited Stock Focus
Limited AI - Arguments
Limited SEC - Risk Factors
Unlimited Stock Terminals (Comparison)
5 Concurrent Equities
Storable
Unlimited Data Access
10 10 Custom Screener
Share & Export
10 Rules per
One Portfolio
15 Positions per
Basics Performance History, Manager for add/remove/edit
Monthly KPIs Alpha, Beta, Std. Dev., Sharpe Ratio
KPIs History Plots & tables with your past portfolio metrics
S&P 500 KPIs Benchmarks For Computing Beta & Alpha
15 Plottable Benchmarks For Performance Comparison
Allocation Graphs Country, Sector, Assets
Auto Screeners Auto-Screens your ETFs & Stocks
One-Click Export PDF, in beta. Soon more export formats.
Fast Import CSV, in beta. Soon more import formats for subscribers.
Features
Chart Export
Table Export
Request new Feature
Custom Features
May Change
Latest Version (currently: v.0.2)
Support
Email Support
Priority Email & Mobil Support
Value Pick
Investor Plus Membership
7.99 /mo
Take the next step to simplify your workflow. Best for small investors.
Platform
Unlimited Stock Focus
AI - Arguments
SEC - Risk Factors
Unlimited Stock Terminals (Comparison)
8Concurrent Equities
Unlimited Storable
Unlimited Data Access
Unlimited Custom Screener
Share & Export
20 Rules per
Two Portfolios
25 Positions per
Basics Performance History, Manager ...
Monthly KPIs Alpha, Beta, Std. Dev., Sharpe Ratio
KPIs History Plots & tables with your past portfolio metrics
S&P500, EURONEXT, Dow Jones KPIs Benchmarks For Computing Beta & Alpha
100 Plottable Benchmarks For Performance Comparison
Allocation Graphs Country, Sector, Assets
Auto Screeners Auto-Screens your ETFs & Stocks
One-Click Export PDF, in beta. Soon more export formats.
Fast Import CSV, in beta. Soon more import formats for subscribers.
Unlimited Watchlists
30 Equities per
Features
Chart Export
Table Export
Request new Feature
Custom Features
Ad Free
Latest Version (currently: v.0.2.1)
Support
Email Support
Priority Email & Mobil Support
Ultimate Membership
19.99/mo
The best value offer we can make.
Platform
Unlimited Stock Focus
AI - Arguments
SEC - Risk Factors
Unlimited Stock Terminals (Comparisons)
10 Concurrent Equities
Unlimited Storable
Unlimited Data Access
Unlimited Custom Screener
Share & Export
40 Rules per
Unlimited Portfolios
50 Positions per
Basics Performance History, Manager for add/remove/edit
Monthly KPIs Alpha, Beta, Std. Dev., Sharpe Ratio
KPIs History Plots & tables with your past portfolio metrics
Selectable From All Listed Indices KPIs Benchmarks For Computing Beta & Alpha
Unlimited Plottable Benchmarks For Performance Comparison
Allocation Graphs Country, Sector, Assets
Auto Screeners Auto-Screens your ETFs & Stocks
One-Click Export PDF, in beta. Soon more export formats.
Fast Import CSV, in beta. Soon more import formats for subscribers.
Features
Chart Export
Table Export
Request new Feature
Custom Features
Ad Free
Latest Version (currently: v.0.2)
Support
Email Support
Priority Email & Mobil Support
Frequently Asked Questions

Absolutely! Palmy allows you to get a working membership for free. Then you can review any of our provided tools for free. No Payment Required, but the free membership may come with advertisements and is limited.

We offer a 14 day money back guarantee, no questions asked. Just send an email to
request@palmy-investing.com and you will get a full refund.

Depending on your request, you can either contact us via email (preferred) or
other contact options (longer waiting times possible). Subscribers can also request an additional phone number to call/text.

We use "Stripe" as our payment provider. You can subscribe with your debit/credit card (in €/Euro).

Yes! We recommend you to pay annually with Palmy.

If you are a student, contact us before subscribing to discuss seasonal and fixed discounts for students.

For reporting, it might be the best to contact our head of development by Email

Still got questions?

*This item is restricted for 1 month per account per free account. A user must subscribe to continue with this item or request access.
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