Simple, Transparent Pricing
Start free. Upgrade when you need more power.
Free
$0/mo, billed annually
Essential tools to start your value investing journey.
5 queries per day
Ask AI
Portfolio Snapshot
Intrinsic Value Calculator
Moat Score
Financial Health
Circle of Competence
Market Fear Index
Buffett Quote Search
Annual Letter Search
Unlimited chat
Portfolio Review
10-K Analysis
AI Personal CFO
Most Popular
Pro
$15/mo, billed annually
Full analytical suite for serious investors.
Unlimited chat
Portfolio Review
DCF Intrinsic Value
10-K Analysis
13F Analysis
Economic Moat Analysis
Management Quality
Margin of Safety Valuation
Risk Analysis
Sell Decision
Tax Considerations
Retirement Planning
Asset Allocation
Insurance Analysis
Real Estate Comparison
Pension Planning
AI Personal CFO
Best Value
Ultra
$39/mo, billed annually
AI Personal CFO that knows your full financial picture.
Everything in Pro
AI Personal CFO
Age & Income Profile
Assets & Liabilities
Retirement Timeline
Risk Tolerance
Country & Tax Rate
Currency & Exchange Rate
Family Situation
Personalized Answers
Priority Support
Early Access Features
Enterprise
Custom
For teams, family offices, and wealth managers.
Everything in Ultra
Team accounts
Custom integrations
API access
Dedicated support
SLA guarantee
Custom training data
White-label options
Why WealthOS?
Built on Wisdom
Trained on 58 years of Berkshire letters, not just generic AI.
Value-First
We teach you to think, not just what to buy. Knowledge is forever.
Privacy-First
Your financial data is encrypted and never shared. Period.