Pricing built for a real desk
Optimize your Investments Portfolio
Transparent plans for every stage of your investing journey — no hidden brokerage markups.
Three tiers with clear limits. Toggle monthly vs quarterly — quarterly saves about 11% versus three separate months. Advisor is most popular: everything in Pro, highlighted on the card.
Switch to quarterly anytime for a lower effective rate.
Pro
Research desk for active investors — market screens without needing your holdings.
₹1,499/mo
or ₹3,999/quarter
- Momentum Radar · multi-week strength
- Pullback Opportunities
- Value + Quality screen
- Top picks to buy (8)
- Gainers / losers / affordable tape
- Full invest scores
- Unlimited portfolios & AI briefings
- Export CSV / PDF
Advisor
Full research stack + session timing picks for RIAs and serious desks.
₹2,499/mo
or ₹6,699/quarter
- ★ Everything in Pro — included
- Live market news board
- Intraday picks (IST session windows)
- Dark horses · under-radar quality
- Higher screen limits
- Multi-client portfolios
- Priority support
Enterprise
Highest limits and dedicated support for large desks and teams.
₹4,499/mo
or ₹11,999/quarter
- ★ Everything in Advisor — included
- Highest screen & pick limits
- Dedicated support channel
- Team-scale multi-client workflows
- Priority feature access
Compare every capability
| Feature | Pro | Advisor | Enterprise |
|---|---|---|---|
| Portfolios & holdings | Unlimited | Unlimited | Unlimited |
| Live market news board | |||
| Gainers / losers rows | 15 | 25 | 40 |
| Affordable movers | |||
| Momentum Radar | 12 | 20 | 30 |
| Pullback Opportunities | 10 | 15 | 25 |
| Value + Quality screen | 10 | 15 | 25 |
| Top picks to buy | 8 | 12 | 20 |
| Trend board | |||
| Intraday picks (IST) | |||
| Dark horses | |||
| Full invest scores | |||
| Multi-client portfolios | |||
| AI briefings | Unlimited | Unlimited | Unlimited |
| Export CSV / PDF | |||
| Support | Standard | Priority | Dedicated |
| Monthly price (INR) | ₹1,499 | ₹2,499 | ₹4,499 |
| Quarterly price (INR) | ₹3,999 | ₹6,699 | ₹11,999 |
Screens without holdings
Momentum Radar, pullbacks, value+quality, top picks, and intraday windows run on market data — not your portfolio.
AI briefings
Optional AI briefings and research Q&A with your own provider API key.
Research software
Software tools for your desk — screens, analytics, and AI briefings in one place.
Upgrade in profile
See your active tier in Settings and move to Advisor or Enterprise when you need more depth.
OptFolio provides portfolio analytics, market screens, and AI-assisted research tools. Market data may be delayed or incomplete. Past performance is not indicative of future results.