Free
SeeSee your portfolio clearly.
€0free plan
Your portfolio essentials
- Up to 5 connected sources
- Holdings, allocation and P&L
- Core risk alerts
- AI chat and briefing included
Private beta
Explore today. Choose your plan later.
All available features included. No payment required. Choose your plan when subscriptions open.
Request beta access
Access by invitation · No card required
The three planned offers
Pro
RecommendedCompare options before you decide.
Pricing at launch
Paid prices will be announced later.
Everything in Free, plus
- Unlimited connected sources
- Rebalancing and yield allocations
- Backtests, stress tests and projections
- Reports on demand and more AI
Premium
Go deeperGo deeper with advanced analysis and monitoring.
Pricing at launch
Paid prices will be announced later.
Everything in Pro, plus
- Advanced leveraged-strategy analysis
- Scheduled portfolio reports
- The highest AI usage allowance
- Proactive projection alerts, planned
Beta access includes available features across the three plans. Features marked “Planned” are not yet available.
The details, side by side.
The plans as set for launch. During the private beta, testers can use the available features of all three.
Select two plans to compare.
| Feature | ||
|---|---|---|
| Portfolio & sources | ||
| Connected wallets & exchanges | 5 | Unlimited |
| Unlimited manual sources | Included | Included |
| Holdings, net worth & P&L | Included | Included |
| Allocation view & drift tracking | Included | Included |
| Core risk alerts | Included | Included |
| Decision tools | ||
| Rebalancing plans | Not included | Included |
| Stable-yield allocation optimizer | Not included | Included |
| Rule-based plans & backtests | Not included | Included |
| Stress tests & liquidation simulations | Not included | Included |
| Multi-scenario & Monte Carlo projections | Not included | Included |
| Detailed concentration analysis | Not included | Included |
| Yield & market analysis | ||
| Advanced leveraged-strategy analysis | Not included | Not included |
| News feed & market overview | Included | Included |
| News & sentiment for your holdings | Not included | Included |
| Detailed capital flows | Not included | Included |
| AI copilot | ||
| AI chat & portfolio briefing | Included | Included |
| AI across the decision tools | Not included | Included |
| Monthly AI usage allowance | Standard | Higher |
| Maximum AI requests | 5/hour | 30/hour |
| Reports & monitoring | ||
| On-demand portfolio reports | Not included | Included |
| Email notifications | Not included | Included |
| Scheduled portfolio reports | Not included | Not included |
| Projection-based proactive alerts | Not included | Not included |
AI has a monthly usage allowance and an hourly request limit. The number of requests within the monthly allowance depends on their complexity.
A few practical questions.
What does private beta access include?
Testers can explore the available features across all three plans without paying. Features marked “Planned” are not yet available. Access is by invitation.
Is there a free plan?
Yes. Free includes portfolio tracking, up to 5 connected sources, unlimited manual sources and a monthly AI allowance.
What is the difference between Pro and Premium?
Pro adds rebalancing, yield allocations, backtests, stress tests and projections. Premium adds advanced leveraged-strategy analysis, scheduled reports and a higher AI allowance. Planned features are identified in the comparison.
Is AI included in every plan?
Yes, with a monthly usage allowance and an hourly request limit. Larger plans have higher limits. Request complexity affects how much of the monthly allowance is used. You can lower your limits or switch AI off.
Does a manual source count toward the source limit?
No. The limit applies to connected wallets and exchanges. Manual sources are unlimited in every plan and use the same analysis tools available to your plan.
How does billing work?
Nothing is billed during the private beta and no payment card is required. Paid prices will be announced before subscriptions open.
See what Patrima brings to your portfolio.
Request an invitation to the private beta. Explore the available tools with no payment required.
Request beta access