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Zenvesto pricing

Web app that tracks stock and crypto portfolios, dividends, watchlists and performance against market benchmarks.

Free plan
Yes
Paid from
$7.49/mo
Plans
4
Free trial
-

What is Zenvesto?

Zenvesto is an investment portfolio tracker for individual investors who hold US stocks, ETFs and cryptocurrencies across multiple brokers. It consolidates holdings into one dashboard showing portfolio value, daily profit and loss, sector allocation and a portfolio health score. Users can track dividend income with ex-dividend and payment dates, build watchlists, compare returns against benchmarks such as the S&P 500 using time-weighted return, and review monthly performance breakdowns. It is sold as a free plan with a 7-day free trial and paid plans, and it does not require a brokerage connection.

Plans and prices

Free

Free

Portfolios
1
Holdings
5
Custom Holdings
1
Watchlists
1
Stocks per watchlist
10
Time Machine simulations
3/day
  • Portfolio tracking
  • Holdings and watchlists
  • Stocks, ETFs, index, crypto
  • Import transactions
  • Benchmark against market
  • Dividend calendar and tracking
  • Dividend projection
  • Time Machine simulations
  • + 4 more
    • Price and earnings alerts
    • Stock discussions
    • Basic performance tracking
    • Basic portfolio analysis

Plus

$7.49/mo

Portfolios
2
Holdings
25
Custom Holdings
5
Watchlists
3
Stocks per watchlist
30
Time Machine simulations
10/day
  • All Free features
  • Portfolio Health Score
  • Stock Rating Score
  • Monthly performance breakdown
  • Portfolio analysis
  • Summary emails
  • Support

Investor

$12.49/mo

Portfolios
5
Holdings
50
Custom Holdings
10
Watchlists
5
Stocks per watchlist
50
Time Machine simulations
20/day
  • All Plus features
  • Priority support

Expert

$20.82/mo

Portfolios
Unlimited
Holdings
Unlimited
Custom Holdings
Unlimited
Watchlists
Unlimited
Stocks per watchlist
Unlimited
Time Machine simulations
Unlimited/day
  • All Investor features
  • Unlimited everything

Prices in USD, as shown by zenvesto.com. Source: pricing page. Last checked October 29, 2026.

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Below is what the StableMRR pricing directory read from Zenvesto's own pricing page (last checked 2026-10-29). It can be out of date, so treat it as a starting point.

Category: Fintech / Banking and finance
What it does: Web app that tracks stock and crypto portfolios, dividends, watchlists and performance against market benchmarks.
Plans:
- Free: Free. Limits: Portfolios 1, Holdings 5, Custom Holdings 1, Watchlists 1, Stocks per watchlist 10, Time Machine simulations 3/day. Includes: Portfolio tracking, Holdings and watchlists, Stocks, ETFs, index, crypto, Import transactions, Benchmark against market
- Plus: $7.49/mo. Limits: Portfolios 2, Holdings 25, Custom Holdings 5, Watchlists 3, Stocks per watchlist 30, Time Machine simulations 10/day. Includes: All Free features, Portfolio Health Score, Stock Rating Score, Monthly performance breakdown, Portfolio analysis
- Investor: $12.49/mo. Limits: Portfolios 5, Holdings 50, Custom Holdings 10, Watchlists 5, Stocks per watchlist 50, Time Machine simulations 20/day. Includes: All Plus features, Priority support
- Expert: $20.82/mo. Limits: Portfolios Unlimited, Holdings Unlimited, Custom Holdings Unlimited, Watchlists Unlimited, Stocks per watchlist Unlimited, Time Machine simulations Unlimited/day. Includes: All Investor features, Unlimited everything
Alternatives in the directory: 21bitcoin, ADM Guard, Acorns, Agentic Traders
Pricing page: https://zenvesto.com/pricing
Directory listing: https://stablemrr.com/p/zenvesto-com

First ask me three short questions about my team size, budget and what I need it for. Then recommend one plan, tell me what could make it a bad fit, and compare it with the alternatives. Finish with what I should check on the vendor's site before I pay.

Pricing facts

Pricing model
Freemium
Billing
monthly or yearly
Discounts
Annual 2 months free

Features

  • Portfolio tracking
  • Watchlists
  • Dividend tracking
  • Time Machine simulations
  • Price alerts
  • Earnings alerts
  • Portfolio analysis
  • Stock ratings

Price history

No price changes recorded since we started tracking on October 29, 2026.

Alternatives to Zenvesto

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How this page was made. Plans and prices are read automatically from zenvesto.com's public pricing page, checked against the page text, and re-checked about every week. Method. Something wrong? Tell us.

Zenvesto Pricing: Free Plan, Paid from $7.49/mo - StableMRR