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Plans and Pricing

Pricing Details May Change

Metrifly's subscription plans are being finalised. The tiers and features below reflect the current plan and may be updated before launch.

Metrifly offers multiple subscription tiers so you can start for free and upgrade as your needs grow. Each plan provides access to core portfolio tracking features, with higher tiers unlocking more portfolios and advanced analytics.

Plan Comparison​

FeatureFreeStarterStandardPro
Portfolios1310Unlimited
Transaction trackingUnlimitedUnlimitedUnlimitedUnlimited
Holdings managementYesYesYesYes
CSV importYesYesYesYes
Performance chartYesYesYesYes
Allocation viewYesYesYesYes
Dividend trackingYesYesYesYes
Tax reportsBasicFullFullFull
Benchmark comparisonNoYesYesYes
Diversification analysisNoNoYesYes
Priority supportNoNoNoYes

Free Plan​

The Free plan is a great way to get started with Metrifly:

  • 1 portfolio -- Track a single investment portfolio
  • All core features -- Transaction entry, CSV import, holdings, dividend tracking, performance chart, allocation
  • Basic tax reports -- Capital gains and income summaries
  • No credit card required -- Sign up and start using it immediately

The Free plan has no time limit. You can use it indefinitely.

Starter Plan​

For investors with multiple accounts or strategies:

  • Up to 3 portfolios -- Track different brokerage accounts or strategies separately
  • Full tax reports -- Detailed capital gains, income, historical cost, and unrealised gains reports
  • Benchmark comparison -- Compare your portfolio against market indices

Standard Plan​

For serious investors who want the full suite of analytics:

  • Up to 10 portfolios -- Comprehensive multi-portfolio tracking
  • Diversification analysis -- Advanced analytics on your portfolio diversification
  • All features from Starter -- Full tax reports, benchmark comparison

Pro Plan​

For professional investors and power users:

  • Unlimited portfolios -- No restrictions on portfolio count
  • Priority support -- Faster response times from the support team
  • All features from Standard -- Everything in the platform

How to Upgrade​

  1. Sign in to Metrifly.
  2. Navigate to Settings in the sidebar.
  3. Click Manage Subscription or Upgrade.
  4. Select the plan you want.
  5. Complete payment via Stripe (credit card or debit card).
  6. Your new plan is activated immediately.

Upgrade plan page

How to Downgrade​

  1. Navigate to Settings > Manage Subscription.
  2. Click Change Plan.
  3. Select a lower tier.
  4. The downgrade takes effect at the end of your current billing period.
warning

If you downgrade to a plan with fewer portfolios than you currently have, you will need to delete portfolios until you are within the new plan's limit. Metrifly will prompt you to do this.

Billing Cycle​

  • All paid plans are billed monthly.
  • You can cancel at any time. Your access continues until the end of the current billing period.
  • No refunds are provided for partial months.

Payment Methods​

Metrifly uses Stripe for secure payment processing. Accepted methods:

  • Credit cards (Visa, Mastercard, American Express)
  • Debit cards

Your payment details are stored securely by Stripe. Metrifly does not store your card numbers.