Investment tools that scale with your portfolio.
Join thousands of investors who trust Nextvestment for their portfolio management and investment research needs. Start optimizing your investments today.
Basic
Perfect for new investors getting started.
$9
USD
per month
Start investing with:
- Up to 2 investment portfolios
- Real-time portfolio tracking
- Basic risk analysis
- Not included:AI-powered insights
- Not included:Advanced analytics
Pro
Advanced features for serious investors.
$29
USD
per month
Start investing with:
- Up to 5 investment portfolios
- Advanced portfolio analytics
- AI-powered insights & recommendations
- Automated broker integration
- Premium research access
Enterprise
Custom solutions for investment firms and institutions.
Custom pricing
Start investing with:
- Unlimited investment portfolios
- Custom analytics & reporting
- Advanced AI insights engine
- Full API access
- Dedicated support team
Basic | Pro | Enterprise | |
|---|---|---|---|
| Get started | |||
| Get started | Get started | Get started | Contact sales |
Portfolio Management | |||
| Investment portfolios | 2 | 5 | Unlimited |
| Real-time portfolio tracking | Included in Basic | Included in Pro | Included in Enterprise |
| Manual trade logging | Included in Basic | Included in Pro | Included in Enterprise |
| Automated broker sync | Not included in Basic | Included in Pro | Included in Enterprise |
| Multi-currency support | Included in Basic | Included in Pro | Included in Enterprise |
| Tax lot tracking | Not included in Basic | Included in Pro | Included in Enterprise |
Analysis | |||
| Basic portfolio metrics | Included in Basic | Included in Pro | Included in Enterprise |
| Performance tracking | Included in Basic | Included in Pro | Included in Enterprise |
| Basic risk metrics | Included in Basic | Included in Pro | Included in Enterprise |
| Dividend tracking | Included in Basic | Included in Pro | Included in Enterprise |
| AI investment insights | Not included in Basic | Included in Pro | Advanced |
| Advanced risk analytics | Not included in Basic | Included in Pro | Custom |
| Portfolio optimization | Not included in Basic | Included in Pro | Advanced |
| Custom reports | Not included in Basic | Included in Pro | Custom |
Research | |||
| Market news access | Included in Basic | Included in Pro | Included in Enterprise |
| Basic stock screener | Included in Basic | Included in Pro | Included in Enterprise |
| Company financials | Included in Basic | Included in Pro | Included in Enterprise |
| Premium research reports | Not included in Basic | Included in Pro | Included in Enterprise |
| Advanced screeners | Not included in Basic | Included in Pro | Custom |
| Industry analysis | Not included in Basic | Included in Pro | Custom |
Nextvestment's AI insights have transformed how I manage my portfolio. The analytics have helped me make more informed investment decisions.
Sarah Chen
Professional Investor
Frequently asked questions
Your questions answered.
- How secure is my financial data on Nextvestment?
- We take security seriously. Your financial data is protected with bank-level encryption, and we use industry-standard security protocols. We never store sensitive financial credentials, and all connections to financial institutions are made through secure, regulated providers.
- Can I connect my existing brokerage accounts?
- Yes, Nextvestment supports integration with major brokerages and financial institutions. You can automatically sync your portfolio data and trades through our secure API connections, making it easy to keep your investment tracking up to date.
- What kind of investment insights does the AI provide?
- Our AI analyzes your portfolio composition, market trends, and various financial data points to provide personalized insights. This includes portfolio optimization suggestions, risk analysis, diversification recommendations, and potential investment opportunities aligned with your investment goals.
- Can I export my portfolio data and reports?
- Yes, you can export your portfolio data and analysis reports in various formats including PDF and Excel. Pro and Enterprise users have access to additional export options and can generate custom reports based on their specific needs.
- Can I try Nextvestment before subscribing?
- Yes, we offer a 14-day free trial for both Basic and Pro plans. During the trial, you'll have full access to all features of your chosen plan, allowing you to thoroughly evaluate how Nextvestment can help with your investment management needs.
- Which brokers and financial institutions do you support?
- We support major brokers including Charles Schwab, Fidelity, E*TRADE, TD Ameritrade, Robinhood, and many others. We're continuously adding support for more institutions. Check our complete list of supported brokers during the signup process.
- How often is portfolio data updated?
- For connected brokerage accounts, portfolio data is updated in real-time during market hours. Manual portfolios can be updated anytime. Market data, news, and analytics are refreshed continuously throughout the trading day.
- Can I upgrade or downgrade my plan later?
- Yes, you can change your plan at any time. When upgrading, you'll get immediate access to additional features. When downgrading, you'll maintain access to your current features until the end of your billing period.
- What types of investments can I track?
- Nextvestment supports a wide range of investment types including stocks, ETFs, mutual funds, bonds, options, cryptocurrencies, and more. Our platform can handle both domestic and international investments across multiple currencies.