Free
Begin with core analysis.
$0per month
- Full Decision Analysis
- Equal Weight and Inverse Volatility allocation
- Market-data validation and allocation exports
Current plans
Choose where your workflow begins.
Add depth when needed.
Pay for capability that exists now. Plan for more to come.
Portfolio depth
Basic
Build and revisit portfolios.
$12per month
- Everything in Free
- All seven implemented allocation methods
- Saved portfolio management
- Rebalancing analysis and exports
Full research workflow
Pro
Develop and test strategies.
$49per month
- Everything in Basic
- Quant Strategy builder and research library
- Strategy validation, previews, and backtests
- Strategy-to-portfolio research workflow
Enterprise
Define an organizational scope.
Customcontact sales
- Requirements scoped with your team
- Organizational rollout and support planning
- Commercial and deployment terms defined together
Capabilities
See exactly what opens at each level.
Mobile plan view
| Capability | Free | Basic | Pro | Enterprise |
|---|---|---|---|---|
| Decision AnalysisBasic and advanced modes | Available | Available | Available | Scoped |
| Portfolio allocationServer-run research workflow | 2 essential methods | All 7 methods | All 7 methods | Scoped |
| Saved portfoliosManage and revisit prior work | Not included | Available | Available | Scoped |
| Rebalancing analysisDrift and proposed-action research | Not included | Available | Available | Scoped |
| Quant StrategiesBuild, validate, test, and review | Not included | Not included | Available | Scoped |
Allocation methods / Free Equal Weight and Inverse Volatility.
Allocation methods / Basic + Pro Equal Weight, Inverse Volatility, Risk Parity, Minimum Variance, Minimum Variance with Shrinkage, Maximum Sharpe, and Maximum Diversification.
Usage Request limits apply across plans. Paid plans do not currently include higher request limits.
Frequently asked questions
What can I do on the Free plan?
Use full Decision Analysis, allocate with Equal Weight and Inverse Volatility, validate market data, and export allocation results.
What does Basic add?
Basic includes everything in Free, all seven allocation methods, saved portfolio management, and rebalancing analysis and exports.
What does Pro add?
Pro includes everything in Basic, the Quant Strategy builder and research library, strategy validation, previews and backtests, and the strategy-to-portfolio research workflow.
Does selecting Basic or Pro activate a paid plan?
No. Both options open the same account creation page. Creating an account does not purchase or activate a paid plan. Contact sales to discuss paid access.
Does Quantory place trades?
No. Quantory supports research and portfolio analysis. Live brokerage execution is not available.
Do I need a payment method to create an account?
No. Creating an account requires no payment details.
Is Quantory investment advice?
No. Quantory provides analytical software for research. Its outputs are not investment advice or recommendations.
What capabilities are still in development?
Paper trading is planned and brokerage integration is work in progress. These are not capabilities included in a paid plan today.