Free
SeeSee your portfolio clearly.
€0free plan
Your portfolio essentials
- Up to 5 connected sources
- Holdings, allocation and P&L
- Core risk alerts
- AI chat and briefing included
Private beta
Explore today. Choose your plan later.
No payment during the private beta. The features available to you depend on the plan assigned to your account.
Request beta access
Access by invitation · No card required
The three planned offers
Pro
RecommendedCompare options before you decide.
Prices announced before subscriptions open
No payment during the private beta.
Everything in Free, plus
- Unlimited connected sources
- Rebalancing and yield allocations
- Backtests, stress tests and projections
- Reports on demand and more AI
Premium
Go deeperGo deeper with advanced analysis and scheduled reports.
Prices announced before subscriptions open
No payment during the private beta.
Everything in Pro, plus
- Advanced leveraged-strategy analysis
- Scheduled portfolio reports
- The highest AI usage allowance
- Proactive projection alerts, planned
During the private beta, the features available to a tester depend on the plan assigned to their account. Features marked “Planned” are not yet available.
The details, side by side.
The plans as set for launch. During the private beta, each tester uses the plan assigned to their account.
Select two plans to compare.
| Feature | ||
|---|---|---|
| Portfolio & sources | ||
| Connected wallets, exchanges & brokers | 5 | Unlimited |
| Unlimited manual sources | Included | Included |
| Holdings, net worth & P&L | Included | Included |
| Allocation view & drift tracking | Included | Included |
| Core risk alerts and news alerts on your holdings | Included | Included |
| Decision tools | ||
| Rebalancing plans | Not included | Included |
| Stable-yield allocation optimizer | Not included | Included |
| Rule-based plans & backtests | Not included | Included |
| Stress tests & liquidation simulations | Not included | Included |
| Multi-scenario & Monte Carlo projections | Not included | Included |
| Yield & market analysis | ||
| Advanced leveraged-strategy analysis | Not included | Not included |
| News feed & market overview | Included | Included |
| News feed filtered by your holdings, with sentiment | Not included | Included |
| Detailed capital flows | Not included | Included |
| AI copilot | ||
| AI chat & portfolio briefing | Included | Included |
| AI across the decision tools | Not included | Included |
| Monthly AI usage allowance | Standard | Higher |
| Maximum AI requests | 5/hour | 30/hour |
| Reports & monitoring | ||
| On-demand portfolio reports | Not included | Included |
| Email notifications | Not included | Included |
| Scheduled portfolio reports | Not included | Not included |
| Projection-based proactive alerts | Not included | Not included |
AI has a monthly usage allowance and an hourly request limit. The number of requests within the monthly allowance depends on their complexity.
A few practical questions.
What does private beta access include?
Testers explore Patrima without paying. The features available to each tester depend on the plan assigned to their account, shown in Settings once signed in. Features marked “Planned” are not yet available. Access is by invitation.
Is there a free plan?
Yes. Free includes portfolio tracking, up to 5 connected sources, unlimited manual sources and a monthly AI allowance.
What is the difference between Pro and Premium?
Pro adds rebalancing, yield allocations, backtests, stress tests and projections. Premium adds advanced leveraged-strategy analysis, scheduled reports and a higher AI allowance. Planned features are identified in the comparison.
Is AI included in every plan?
Yes, with a monthly usage allowance and an hourly request limit. Larger plans have higher limits. Request complexity affects how much of the monthly allowance is used. You can lower your limits or switch AI off.
Does a manual source count toward the source limit?
No. The limit applies to connected wallets, exchanges and brokers. Manual sources are unlimited in every plan and use the same analysis tools available to your plan.
How does billing work?
Nothing is billed during the private beta and no payment card is required. Prices will be announced before subscriptions open.
See what Patrima brings to your portfolio.
Request an invitation to the private beta. Explore the available tools with no payment required.
Request beta access