For long-term investors
From portfolio to plan
Investment Planner brings your portfolio, monthly savings, dividends and a model-driven buy plan into one calm overview – so you know what to buy next month, and why.
What you get
An overview that holds upValue, cost basis, return, yield and allocation – all derived from your real transaction history.
A model-driven buy planAt most four companies a month, scored on underweight, quality, sector spread, yield and dividend growth.
Dividends on a calendarConfirmed and estimated payouts month by month, with targets for when dividends carry themselves.
Goals and forecastSavings ladder, one-off contributions and milestones all the way to financial independence.
Free or Premium
Free
One portfolio, manual quality scores and manual target weights, buy plan and dividend overview.
Premium
Premium
Multiple portfolios, automatic quality scoring and automatic target weights, unlimited simulator and the full forecast.
The price is shown at checkout before you pay. Cancel any time.