Vested Premium

$10 / month

We analyze your portfolio to help you save on taxes, cut unnecessary fees, and invest with confidence.Just like having your own personal financial analyst.

Tax Strategies

Smart tax optimization that works behind the scenes. Our algorithms identify tax-loss harvesting opportunities and timing recommendations to minimize your tax burden while maximizing after-tax returns.

Weekly Stock Reports

Get comprehensive analysis delivered every week. Deep dives into your holdings with market sentiment, analyst upgrades/downgrades, earnings previews, and sector rotation insights to keep you ahead of market movements.

Historical Performance

Track your journey with detailed performance analytics. Compare your returns against benchmarks, visualize portfolio evolution over time, and understand the impact of every investment decision with precision metrics.

Fee Savings

Eliminate hidden costs that erode your wealth. We identify high-fee funds, suggest lower-cost alternatives, and calculate the long-term impact of expense ratios to help you keep more of your returns.

ETF Breakdown

Understand what you really own. Detailed analysis of your ETF holdings, sector exposures, geographic allocations, and overlap detection to ensure your portfolio is properly diversified and aligned with your goals.