Personal
For the individual running their own book.
$139
/month
5 brokerage accounts included
Simple plans.
Full platform.
Every plan includes the full Valivra platform with unlimited member seats. Plans differ only in how many brokerage accounts you can connect. Access is private — email Carson Cole if you want in.
Pro
Room to run a serious portfolio — with your team.
$399
/month
15 brokerage accounts included
Most capable
Professional
Maximum capacity for bigger books and bigger teams.
$3,999
/month
50 brokerage accounts included
Unlimited member seats on every plan. Additional brokerage accounts are $100 each per month. Online payments are not wired up yet.
Everything on every plan
- AI research agents and email agent over your data
- Named portfolios, income views, tax lots, and capital gains
- Schwab OAuth sync and live order ticket
- Watchlists and live pin bar
- Live markets — prices, indices, treasuries, commodities, hours
- Company fundamentals — income, balance sheet, cash flow
- SEC filings synced from EDGAR
- The Daily weekday briefing
- Valuations, dividends, EPS, and stock splits
- News, catalysts, and earnings coverage
- Passkeys and team access with roles