Simple pricing. Powerful market intelligence.
Start free and upgrade when you need more power. Built for serious NZX, ASX, and crypto investors who want institutional-grade insights without the institutional price.
Cancel anytime • Secure Stripe checkout • No hidden fees
Free
Perfect for testing the platform
- Up to 8 holdings
- Access to either Stox or Koins (choose one)
- 3 AI Research Reports per month
- Basic portfolio tracking & P/L
- Limited Market Assistant queries
Starter
For individual investors getting serious
≈ US$17 /mo today
or NZ$290/yr · Save ~18% annually
- Up to 25 holdings
- Full access to one bot (Stox or Koins)
- 15 AI Research Reports per month
- Basic Totalum portfolio insights
- Priority report generation
Pro
The complete experience for serious investors
≈ US$41 /mo today
or NZ$690/yr · Save ~18% annually
- Up to 75 holdings
- Full access to both Stox + Koins
- Unlimited AI Research Reports
- Full Totalum (Master Portfolio Architect)
- Advanced strategy simulation & risk analysis
- Priority processing + faster reports
Ultimate
For family offices, advisors & power users
≈ US$119 /mo today
or NZ$1,990/yr · Save ~18% annually
- Unlimited holdings
- Everything in Pro
- API access
- Team seats (up to 5 users)
- Custom report templates & white-label options
- Dedicated support + strategy calls
- Advanced scenario modelling & stress testing
All prices in NZD — billed in NZD. US$ amounts are indicative at today's exchange rate · Secure Stripe checkout · Cancel anytime · Paid plans include a 14-day Pro trial
Compare every plan
A full breakdown of what you unlock at each tier.
| Features | Free | Starter | ProPopular | Ultimate |
|---|---|---|---|---|
| Portfolio & Tracking | ||||
| Maximum holdings | 8 | 25 | 75 | Unlimited |
| Real-time P/L & allocation breakdown | ||||
| Multi-timeframe charts & top gainers | Basic | |||
| Data export (CSV) | ||||
| AI Bots Access | ||||
| Stox (NZX, ASX & Global Equities) | Choose one | Choose one | ||
| Koins (Crypto Intelligence) | Choose one | Choose one | ||
| Totalum Master Portfolio Architect | Basic | |||
| AI Reports & Analysis | ||||
| AI Research Reports per month | 3 | 15 | Unlimited | Unlimited |
| Strategy generation & simulation | Basic | |||
| Risk & stress testing | ||||
| Forward pathway projections | Limited | |||
| Market Assistant | ||||
| Query limits | Limited | Standard | High | Unlimited |
| Depth of analysis | Basic | Standard | Advanced | Institutional |
| Advanced Features | ||||
| API access | ||||
| Team / multiple users | Up to 5 | |||
| Custom reports & white labelling | ||||
| Priority support & dedicated manager | Priority | Dedicated | ||
| Support & Extras | ||||
| Report generation speed | Standard | Priority | Fastest | Fastest |
| Email support | ||||
| Priority processing | ||||
| Strategy consultation calls | ||||
Frequently asked questions
Everything you need to know about plans, billing and features.
Yes. You can move from monthly to annual (or back) at any time from your billing settings. When you switch to annual you immediately lock in the ~18% saving, and any unused time on your current period is prorated toward the new plan automatically via Stripe.
Nothing breaks — you keep full access to everything you've already created. You'll simply see a friendly prompt when you try to add a holding or generate a report beyond your plan's allowance, with a one-click option to upgrade. Upgrades take effect instantly.
Absolutely. Upgrade at any time and you're charged only the prorated difference for the rest of your billing period. Downgrades take effect at the end of your current period so you never lose time you've paid for.
Paid plans start with a 14-day Pro trial, so you can explore the full experience before you're charged. If you're ever billed in error or something isn't right, reach out and we'll make it right — we don't believe in trapping customers.
Totalum is our Master Portfolio Architect — the cross-asset intelligence layer that looks at your entire portfolio (equities and crypto together), models strategy, runs risk and stress tests, and maps forward pathways. Starter includes basic Totalum insights; Pro and Ultimate unlock the full architect.
Yes. Stox is our equities engine covering NZX, ASX and global markets, while Koins is our dedicated crypto-intelligence engine. On Free and Starter you choose one; on Pro and Ultimate you get full access to both, working together through Totalum.
Yes — every paid plan begins with a 14-day Pro trial. You get the complete Pro experience up front, no card friction, and you can cancel any time before the trial ends without being charged.
We do. If you're a student, educator, registered charity or not-for-profit, get in touch with your details and we'll arrange a meaningful discount on any paid tier.
Annual plans are billed once up front for 12 months at roughly the cost of 10 — an ~18% saving versus paying monthly. Your plan renews automatically each year, and you can cancel or switch to monthly at any time.
Every plan — including Free — includes email support. Pro adds priority support with faster response times, and Ultimate includes a dedicated account manager plus scheduled strategy consultation calls.
Ready to get institutional-grade clarity on your portfolio?
Join serious NZX, ASX and crypto investors using AetherForge AI. Start free in seconds — upgrade the moment you need more power.
Important — this is not financial advice. AetherForge AI (Forge Intelligence Ltd) provides general market information and AI-generated analysis for informational and educational purposes only. We are not financial advisers and are not a licensed financial advice provider under the Financial Markets Conduct Act 2013 (New Zealand). Nothing here takes into account your personal financial situation, goals or needs, and nothing here is a recommendation, opinion or offer to buy, sell or hold any share, digital asset or other financial product.
Investing involves risk, including the loss of some or all of your capital; digital assets are especially volatile. Past performance is not a reliable indicator of future results, and AI output can be inaccurate. Always do your own research and seek advice from a licensed financial adviser before making any financial decision. Read our full AI Disclaimer.