Every feature on every plan. We gate usage, not access.
Explore everything with limited usage
For active investors who want the full picture
Advanced AI models and deeper analysis
Unlimited everything for power users
We support 20+ brokerages including Robinhood, Charles Schwab, Fidelity, TD Ameritrade, E*TRADE, Vanguard, Interactive Brokers, Webull, and more via SnapTrade. We use read-only OAuth access — we never see your password and can never place trades.
Free and Essential plans use Claude Haiku 4.5 — fast and capable for most queries. Premium and Pro plans add Claude Sonnet 4.6 for more complex analysis, deeper reasoning, and longer conversations.
Yes. Brokerage connections are read-only via SnapTrade's bank-grade OAuth. We never store your brokerage credentials. All data is encrypted in transit and at rest. We can see your holdings but can never move money or place trades.
Absolutely. Stratify is designed for everyday investors, not Wall Street pros. The AI explains everything in plain English, and the free tier gives you enough to explore every feature before committing.
Yes, upgrade or downgrade at any time. Changes take effect immediately. If you downgrade mid-cycle, you keep your current plan until the end of the billing period.
We accept all major credit cards and debit cards via Stripe. No PayPal at this time.
