Portfolio Risk & Tax Analytics
for Smarter Investing
Track your portfolio, understand risk, and plan with confidence. Start free with sample data.
Informational tools only. You remain in full control.
Tax Liability Estimate
$2,340
LTCG • 10 holdings
Risk Score
62
ModerateProjected Income
$1,820/yr
Analyze your portfolio with clarity
Investing subscriptions help you understand risk, tax, and income. Use confidence labels (EXACT/ESTIMATED) to gauge data quality.
Reduce taxes
Calculate capital gains tax across 6 countries before selling.
Understand risk
See your portfolio's volatility, concentration, and crash exposure.
Position sizing and risk-reward analysis
Portfolio Lab — Trade Planning
Available after portfolio setup. Run scenarios to analyze outcomes before execution.
Explore by country
Localized tax rules, stock lists, and analysis tools.
Simple, transparent pricing
Start free with sample data. Upgrade to unlock advanced analytics and planning tools.
Available on Web (PWA) and Mobile.
Free
Explore TradingKite with basic portfolio tracking. No credit card required.
- ✅ 3 portfolios
- ✅ 25 holdings limit
- ✅ Portfolio dashboard
- ✅ Holdings tracking
- ✅ Performance charts
- ✅ Allocation view
- ✅ Activity feed
- ✅ Trade simulator (preview only)
Pro
Complete toolkit for serious investors who want to avoid costly mistakes.
- ✅ 10 portfolios
- ✅ 500 holdings limit
- ✅ Everything in Free
- ✅ Trade simulator (full)
- ✅ Position sizing calculator
- ✅ Stress test scenarios
- ✅ Price alerts (25)
- ✅ Dividend alerts
- ✅ Risk drift alerts
- ✅ Basic LTCG/STCG estimates
- ✅ CSV export
- 🔜 Broker connections
- 🔜 Real-time data sync
Pro+
Advanced tax tools and priority support for complex portfolios.
- ✅ Unlimited portfolios
- ✅ 2000 holdings limit
- ✅ Everything in Pro
- ✅ 50 price alerts
- ✅ Priority support
- 🔜 Wash sale tracking
- 🔜 Tax loss harvesting
- 🔜 TurboTax export
- 🔜 FBAR/FATCA reports
- 🔜 Cross-border tax
Fair use policy: Archived holdings are unlimited. Only active holdings count toward plan limits.
Tax features provide structured exports for professional review. Final filings should be verified by a qualified tax professional.
What's included: All plans include portfolio tracking, risk analysis, tax estimation, and confidence labels (EXACT/ESTIMATED). Planning add-on unlocks position sizing, risk–reward analysis, and impact previews. Bundle saves you money on both.
Important: We are not a broker
TradingKite provides informational analytics only. We do not execute trades, hold securities, or provide investment advice. All estimates are based on user inputs and historical data. Market conditions and tax laws change — always verify before acting.
