Plans and limits
Free is a real tracker for one portfolio. Pro removes the limits and adds the full cross-border layer. Limits are checked on the server, and the Subscription section shows your usage this month.
What each plan includes
| Free | Pro | |
|---|---|---|
| Price | $0, forever | $15 a month, or $149 a year |
| Portfolios | One | Up to five, plus the combined view |
| Holdings per portfolio | Up to 10 | Unlimited |
| Statement imports | Up to 3 a month | Unlimited |
| Contributions and snapshots | The last 3 months | Full history and analytics |
| Dividends | Basic dividend calendar | Full history and forecast |
| Planner | Contribution planner | Custom monthly plan, target allocation and drift, and the cross-border effect of each contribution |
| Tax and domicile | Fund domiciles, your residence and the dividend tax drag headline | Per-fund estimates, scenarios by domicile and residence, US-situs threshold projection |
Pricing is also on the home page. The sample portfolio shows the Pro analysis so you can see it on real numbers before choosing.
What is marked Pro in the app
On Free, these show a preview with an upgrade link in place of the figures: the by-fund table and Scenarios on Tax, Scenarios on Independence, and the cross-border effect on the Planner. Adding a second portfolio, keeping more than ten holdings, a fourth import in a month, and contributions or snapshots older than three months also lead to the upgrade.
How limits are counted
- The import allowance resets each calendar month and counts imports into existing portfolios. Creating a portfolio from a file and broker syncs are not counted.
- Imports are counted per account holder, so deleting a portfolio does not return them.
- The ten-holding limit applies when positions are confirmed: if a statement has more, you choose which ten to keep.
Billing and cancelling
Payments are processed by Freemius. Upgrade from Profile & Settings → Subscription or from any upgrade link. The same section lists your payments with downloadable invoices. Cancel subscription stops renewal; Pro stays active until the end of the period you paid for. Deleting your account cancels an active subscription. Terms are in the Billing & Refund Policy.
Last updated . Describes the app at app.borderfolio.app as built; screenshots are from the sample portfolio. Figures in the app are informational estimates, not tax, legal or investment advice.