Plans and billing

Free

Free is $0. Link Schwab, tap Sync, and pick a date. Import a CSV or spreadsheet. Live prices while the market is open. The phone app, the journal, and Education mode.

The plan includes 1 trade account, the last 6 months of history in Reports, and 15 AI chats a day. No ads. No card.

Basic

Basic is $4.99 a month. Everything in Free, plus Auto Sync and the web app.

Auto Sync on Basic checks Schwab once a day, after the close. It is off until you turn it on. Schwab asks you to re-authorize every seven days — we'll remind you before it lapses.

The plan includes 5 trade accounts, full history, and 50 AI chats a day. The web app adds bulk classify, full trade tables, full-size charts, and CSV export.

Pro

Pro is $11.99 a month. Everything in Basic. Pro adds a language model that can explain and compare what chat finds, with the same calculated numbers underneath. The model never does the arithmetic. Pro also includes After-Trade Analysis.

Auto Sync on Pro checks Schwab through the trading day. It is off until you turn it on. Schwab asks you to re-authorize every seven days — we'll remind you before it lapses.

The plan includes 20 trade accounts, full history, and 200 AI chats a day.

Where to manage or cancel

Cancel in the place you subscribed: the App Store, Google Play, or Settings → Manage subscription in the web app. A subscription bought on the web unlocks the phone apps. A subscription bought in the App Store or Google Play unlocks the web app.

You can subscribe on the web at app.harmonizedtrades.com. The price is the same as the in-app price.

Deleting your account does not cancel a subscription. Cancel first, then delete. See Privacy and your data.