No tiers to decode, no per-module upsells, no enterprise call. Every module, the trading terminal, and Codaa — in one subscription.
Browse the whole product with demo data before connecting anything.
Locked while you stay subscribed.
Orbitlo is in beta and hasn’t launched publicly yet — nobody is being charged today. When it launches, early subscribers get founding-member pricing at $11.99/month and keep that rate for as long as their subscription stays active, even after the price rises for new subscribers. Beta testers are first in line.
Because tiering a product like this means deciding which of your accounts you’re allowed to connect, or how many questions you’re allowed to ask. Both are bad answers. One price, everything included, is simpler for you and for us.
No. Explore Mode runs on demo data indefinitely. Connect real accounts when you’re ready, and disconnect them whenever you want.
No. Bank connections are read-only through Plaid. Trades execute at brokerage accounts you own, from a ticket you fill in yourself — and the AI assistant has no order capability at all.
Your $11.99 rate is tied to your subscription staying active. Keep it running and the price never changes for you, no matter what we charge new subscribers later.
The founding rate ends when the subscription ends. If you rejoin later you pay whatever the price is at that time, and there is no way to reclaim the old rate. Worth knowing before you cancel.
Yes, for new subscribers. Founding members are never repriced.
No.
Yes, if you subscribe early enough at launch. Beta testers just get first access.
From Settings, at any time. Access continues to the end of the paid period. Billing is web-only through Stripe — no in-app purchase to untangle.
Yes. Transactions, accounts, investments and tax data export to CSV or PDF from the Export page, and you can delete your account and data from Settings.
Beta testers get first access — and founding-member pricing when we launch. No card required. See pricing ›
We’ll only email you about beta access and launch. Unsubscribe anytime.