Pricing
Simple tiers. No contracts.
Research tool — not investment advice. Arithmos is not authorised or regulated by the FCA, SEC, or any other financial regulator. Capital is at risk; past performance and backtests are not a reliable indicator of future results.
14-day cooling-off (UK / EU). You can cancel any new subscription within 14 days of purchase for a full refund — contact us via /contact before the window closes.
✦ start here · most popular
Try your first portfolio for $1.99
Build one full portfolio — holdings, backtest, export — with everything in Plus. This is a paid first-index offer, not a free trial and not an invite link. After 24 hours you roll onto Plus at $23.99/mo unless you cancel (one click, from billing). Building a second portfolio inside the 24h window starts Plus right away.
$1.99 today · includes 1 portfolio · cancel within 24h
Free
$0
forever
Browse every public portfolio and run the full backtest. No card, no commitment.
Browse portfolios- Full public portfolio gallery
- Full backtest (every range, every benchmark)
- Compare against the S&P 500 and other indices
- View holdings, weights, and metrics
Plus
$49$19.99early access
per month · billed monthly · 12-month commitment
For active portfolio builders. Build your own portfolios with niche criteria, private by default.
- 5 new portfolios per month
- Up to 200 stocks per portfolio
- Niche selection criteria (industry, size, fundamentals)
- Equal weighting
- CSV export for every backtest
- Private portfolios by default
Pro
$99
per month · billed monthly · 12-month commitment
Constantly-updating portfolios, custom weighting, and a research API. Built for power users and small research desks.
Contact sales- Everything in Plus
- 20 new portfolios per month
- Custom weightings (cap, floor, factor, market-cap)
- Constantly-updating portfolios · auto-rebalance
- 25-year backtest with Monte Carlo forecasts
- Direct broker order routing — coming soon (pending regulatory authorisation; today you export the basket and place the trades yourself)
- MCP server access · REST API (30 req/min)
- Live alerts and white-label exports
For teams · invoiced
Enterprise
Everything in Pro, plus the controls security and procurement teams expect.
- SSO (SAML / OIDC) · SCIM provisioning
- SOC 2 Type II · GDPR DPA · audit log
- Custom invoicing · 99.9% SLA
- Named CSM · priority support
talk to sales →
full breakdown below
What you’re paying for
Arithmos isn’t a chatbot wrapper. Every portfolio comes from our in-house portfolio-construction agent running on top of a proprietary multi-provider data fabric. Nine market-data sources fan out with automatic fall-through, survivorship-bias controls, and currency normalisation. Weighting, capping, and rebalancing happen in code, not in a prompt.
The portfolio construction methodology, the schema validator, and the tamper-evident verification harness (which independently recomputes every backtest and hash-chains the result) come out of years of institutional work. That’s why surface-level wrappers produce markedly less reliable output.
- In-house portfolio-construction agent
- Multi-provider resilient data fabric
- Deterministic schema + weight enforcement
- Hash-chained backtest verification
- Institutional-grade metrics (Sharpe, Sortino, drawdown, alpha)
- Platform-agnostic exports you own outright
accepted payments
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crypto · yearly plans
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We send you a wallet address + invoice. Contact us to pay with crypto →
full plan comparison
every feature, side-by-side
| Feature | Free | Plus | Pro | Ent. |
|---|---|---|---|---|
| Portfolios & limits | ||||
| New portfolios per month | Public only | 5 | 20 | ∞ |
| Revisions per portfolio | – | 2 | ∞ | ∞ |
| Max stocks per portfolio | – | 200 | 200 | ∞ |
| Private portfolios | – | ✓ | ✓ | ✓ |
| Constant updating · auto-rebalance | – | – | ✓ | ✓ |
| Access to curated top-performing portfolios | – | ✓ | ✓ | ✓ |
| Universe & screening | ||||
| Basic selection (industry, share price, market cap) | ✓ | ✓ | ✓ | ✓ |
| Niche criteria (e.g. EV rev > 40%, ESG > 80) | – | ✓ | ✓ | ✓ |
| Custom universes · private data feeds | – | – | – | ✓ |
| Weighting | ||||
| Equal-weight (uniform) distribution | ✓ | ✓ | ✓ | ✓ |
| Market-cap, factor, and capped weighting | – | – | ✓ | ✓ |
| Custom weighting policies (caps, floors) | – | – | ✓ | ✓ |
| Backtest & analytics | ||||
| Backtest window | 10 yrs | 10 yrs | 25 yrs | 25 yrs+ |
| Lookback row · drag-to-measure | ✓ | ✓ | ✓ | ✓ |
| Multi-currency | – | – | ✓ | ✓ |
| Monte Carlo forecasts (3, 6, 12-month cones) | – | – | ✓ | ✓ |
| Custom benchmarks (FTSE, NDX, MSCI World, your own) | – | – | ✓ | ✓ |
| Hash-chained verification harness | ✓ | ✓ | ✓ | ✓ |
| Exports & integrations | ||||
| Universal CSV export | – | ✓ | ✓ | ✓ |
| Broker-specific exports (T212, IBKR, Schwab, Vanguard) | – | ✓ | ✓ | ✓ |
| Direct broker order routing (pending authorisation) | – | – | Coming soon | Coming soon |
| White-label exports · PDF tear-sheets | – | – | ✓ | ✓ |
| Custom export templates | – | – | – | ✓ |
| REST API · scripted backtests | – | – | ✓ | ✓ |
| MCP server access | – | – | ✓ | ✓ |
| Live rebalancing alerts (webhook · Slack · email) | – | – | ✓ | ✓ |
| Email alerts on rebalance day | – | ✓ | ✓ | ✓ |
| Identity & access | ||||
| SSO (SAML 2.0 / OIDC) | – | – | – | ✓ |
| SCIM 2.0 user provisioning | – | – | – | ✓ |
| Role-based access control | – | – | – | ✓ |
| Security & compliance | ||||
| SOC 2 Type II report on request | – | – | – | ✓ |
| GDPR-compliant DPA | – | – | – | ✓ |
| Audit log of every portfolio, backtest, export | – | – | – | ✓ |
| Support & billing | ||||
| Support | Community | Priority + Slack | Named CSM | |
| Uptime SLA | – | – | – | 99.9% |
| Custom invoicing (ACH · wire · PO) | – | – | – | ✓ |
Questions
What am I actually paying for, isn't this just a chatbot call?+
No. You're paying for our in-house portfolio-construction agent calibrated on thousands of graded runs, a proprietary multi-provider data fabric that fans out across nine market-data sources with automatic fall-through and survivorship-bias controls, deterministic schema enforcement that caps and normalises every weight in code, and an independent verification harness that hash-chains every backtest run. Those are the pieces the research team has spent years building. That's why the output is reliable enough to put real money behind.
How does your agent decide what to put in a portfolio?+
The agent runs against a tool schema that forces it to screen a real candidate universe, pull fundamentals for every name, and ground each holding in tool-returned data before the finalize call validates. The system prompt, weighting policies, and rationale templates have been iterated on thousands of evaluated runs. It cannot invent tickers, fabricate metrics, or skip the validation step. Those guardrails live in code, not in the prompt.
Who's behind the research?+
The team comes from quantitative equity, systematic trading, and market-data engineering backgrounds. The index-construction methodology (weighting families, cap logic, rebalancing cadence, benchmark selection) and the validation layer (bootstrap, sensitivity, bias checks, hash-chained reports) come out of that institutional work.
Can a competitor just clone this?+
No. What makes Arithmos hard to replicate is the data fabric (nine providers wired into a live fall-through chain), the in-house research methodology, the deterministic schema validation, the backtest verification harness, and years of calibration on graded runs. A shallow chatbot wrapper produces markedly different (and far less reliable) output. That's the moat.
Are you an actual investment service?+
No. Arithmos is an investment research and data tool. We are not a regulated investment advisor or broker, we don't hold client money, we don't execute trades, and we don't auto-invest. You take the exported holdings to your own broker and place any trades yourself.
What's the difference between monthly and yearly billing?+
Yearly is 20% cheaper per month. You pay upfront for 12 months and lock in the headline price. Monthly is pay-as-you-go and cancels any time. Both give you the full plan while active.
Can I cancel anytime?+
Yes. Monthly plans cancel at the end of the billing cycle. Yearly plans keep access through the paid-up year and don't auto-renew unless you choose to.
What happens to my portfolios on the Free tier if I build more than my limit?+
Nothing. The ones you've already built stay readable and shareable. You just can't build a new one until the calendar month resets or you upgrade.
Do you accept crypto?+
Yes, on yearly plans. We accept USDC, ETH, and BTC. Contact us via the contact page and we'll send you a wallet address and invoice. Once payment confirms, we activate your subscription manually. Crypto is not available on the monthly cycle.
Do you offer a student or non-profit discount?+
Yes. 50% off Plus with a valid student ID or .edu email. Contact us and we'll sort it.
Which brokers do the exports work with?+
Every plan exports a universal CSV that any broker accepts. Plus adds broker-specific templates for Trading 212, Interactive Brokers, Schwab, and Vanguard (US/UK). Pro lets you define your own export template and wires straight into the broker's API.
Arithmos is an investment research and data tool. Not investment advice. Not a regulated broker or advisor.
Questions? message support
