Proa

Pricing

Start free, upgrade when your financial workflow needs more AI

Use Free to organize Budget, Investments, Reports, and limited AI assistant messages. Move to Pro when you want a repeatable monthly cadence with more assistant capacity and report quota.

Free

Validate your process first

For first-time setup and proof of fit before you subscribe.

Free price

$0

/month

Includes 3 trial reports.

  • Access to Budget
  • Access to Investments
  • Multiple chats to organize Budget, Investments, and Reports questions
  • 100 AI assistant messages per month
  • Grounded, read-only AI assistant
  • 3 trial AI reports
Start free trial

No credit card required.

Pro

Run a consistent monthly cadence

For investors who already review allocations and want recurring decision support.

Recommended

Pro price

Price shown securely at Stripe checkout

  • Everything in Free
  • 1,000 AI assistant messages per month
  • 10 included AI reports per billing period
  • Optional weekly portfolio report by email
  • Weekly reports use your included monthly report quota
  • Reviewable proposals for supported changes
  • Metered overage for extra on-demand reports
  • Report history continuity for recurring decisions
Go to billing and subscribe

Billing and cancellation are managed securely in Stripe.

How to choose

From financial setup to operating cadence

Both plans use the same core workspace. The difference is how much AI capacity and report cadence you need.

Signal 01

Free: map your baseline with Budget, Investments, 100 AI messages per month, and 3 trial AI reports.

Signal 02

Pro: keep the same workflow with 1,000 AI messages per month, 10 included AI reports per billing period, and optional weekly email reports.

Signal 03

Use Billing when ready to subscribe, manage payment method, and control renewal directly in Stripe.

FAQ

Clear answers before you subscribe

Question 01

Do I need a subscription to use Proa modules?

No. Budget and Investments are available on Free. Pro increases assistant message capacity and ongoing report generation cadence after trial.

Question 02

Do chats count toward my limit?

No. Creating and organizing chats does not use AI usage. AI messages count when Proa uses AI to answer or prepare a proposal.

Question 03

Are AI reports included in AI messages?

No. AI messages are separate from report quota because reports run a deeper portfolio pipeline.

Question 04

Can Proa make financial decisions for me?

No. Proa helps you inspect your own data and can prepare changes for review, but you stay in control.

Question 05

How is pricing managed?

Pricing, checkout, billing, and cancellation are handled securely through Stripe.

Question 06

Where does the Subscribe CTA take me?

It takes you to Billing settings, where the existing subscription flow is managed.

When your workflow needs consistency, switch to Pro

Start on Free, then subscribe from Billing when you are ready to run a repeatable reporting cadence.