Free vs paid: which plan is right for you
Metrifly has a Free plan and three paid tiers — Starter, Standard, and Pro. This helps you work out which fits how you invest. For the full side-by-side breakdown of features and prices, see Compare plans and pricing.
Start free
Section titled “Start free”The Free plan is the place to start. It lets you track a single portfolio of up to 10 holdings, with manual entry, file import, price tracking, and dividend tracking. It’s enough to get a feel for Metrifly and track a small portfolio — and there’s no card required.
Free is right for you if you’re trying Metrifly out, or you hold a handful of positions in one portfolio.
When to go paid
Section titled “When to go paid”Most people move to a paid plan for one of these reasons:
- You hold more than 10 positions. Paid plans remove the holding cap entirely.
- You want automatic trade sync. Link supported brokers and exchanges directly, or forward contract-note emails.
- You want the full picture. Paid plans add full diversification analysis, custom benchmarking, the dividend calendar, multi-currency gain analysis, and exports.
- You need tax reports. Capital gains, taxable income, and the ATO myTax report are paid features. See Get ready for tax.
The Starter plan covers all of that for a single portfolio.
If you have more than one portfolio
Section titled “If you have more than one portfolio”- Standard suits you if you run several portfolios (up to 3) or want more broker connections. Company, Trust, SMSF, and AMIT tax support is already included from Starter, so you don’t need Standard for that.
- Pro is for people managing the most portfolios (up to 10). Standard and Pro share the same features; only the portfolio and broker connection limits differ.
Still not sure?
Section titled “Still not sure?”Start on Free — you can upgrade any time, and your data comes with you. For the exact limits and prices, see Compare plans and pricing.