Simple early-access plans
Every account is private and administrator-approved. Free is a complete research workspace. Founder adds your own portfolio and the analyst report built from your transaction history. Adviser adds the multi-portfolio and KiwiSaver workflows professionals need.
Free
Research the market without a card.
A focused research workspace for approved investors building a disciplined watchlist.
No credit card
Founder
Founder pricing locked during early access.
Your complete private portfolio, watched with context from the Qubits research engine.
Cancel any time after billing opens
Adviser
Professional tools for richer client work.
Specialist workflows for professionals monitoring multiple portfolios and long-term client scenarios.
Cancel any time after billing opens
Compare access
| Capability | Free | Founder | Adviser |
|---|---|---|---|
| Research | |||
| Scored research screener, heatmap and saved screens | |||
| Company detail, charts and analyst targets | |||
| Compare up to ten companies side by side | |||
| Risk windows: volatility, Sharpe and drawdown | |||
| Qubits model portfolio and published record | |||
| Your portfolio | |||
| Holdings, watchlist and the cross-portfolio matrix | |||
| Up to three portfolios | |||
| Private Portfolio Builder | |||
| Transaction import from any broker | |||
| Full analyst report from your transaction history | |||
| FIFO realised profit, XIRR and time-weighted return | |||
| Benchmarked on your own deposit dates | |||
| Dividend records and indicative FIF working paper | |||
| Email and browser push delivery | |||
| Professional workflows | |||
| Unlimited portfolios | |||
| Cross-portfolio review queue and notes | |||
| Private Portfolio Briefing | |||
| PDF, image and CSV holdings ingestion | |||
| KiwiSaver scenario modelling | |||
The controlled beta still uses manual account and plan approval, so test users are not charged, and Founder pricing is locked for early accounts when billing opens. The research assistant is still in limited preview and is enabled per account rather than by plan; it is read-only decision support, subject to the published privacy and assistant terms. FIF and dividend outputs are indicative working papers — not tax returns, and not a substitute for broker statements or professional tax advice. Qubits does not place trades, hold client money, or provide personalised financial advice.
