Free vs paid: which plan is right for you
Metrifly has a Free plan and three paid tiers — Starter, Standard, and Pro. This helps you work out which fits how you invest. For the full side-by-side breakdown of features and prices, see Compare plans and pricing.
Start free
Section titled “Start free”The Free plan is the place to start. It lets you track a single portfolio of up to 10 holdings, with manual entry, file import, price tracking, and dividend tracking. It’s enough to get a feel for Metrifly and track a small portfolio — and there’s no card required.
Free is right for you if you’re trying Metrifly out, or you hold a handful of positions in one portfolio.
When to go paid
Section titled “When to go paid”Most people move to a paid plan for one of these reasons:
- You hold more than 10 positions. Paid plans remove the holding cap entirely.
- You want automatic trade sync. Link supported brokers and exchanges directly, or forward contract-note emails.
- You want the full picture. Paid plans add full diversification analysis, custom benchmarking, the dividend calendar, multi-currency gain analysis, and exports.
- You need tax reports. Capital gains, taxable income, and the ATO myTax report are paid features. See Get ready for tax.
The Starter plan covers all of that for a single portfolio.
If you have more than one portfolio or entity
Section titled “If you have more than one portfolio or entity”- Standard suits you if you run several portfolios or need Company, Trust, SMSF, or AMIT support — the entity-aware tax features live here.
- Pro is for people managing the most portfolios (up to 10). Standard and Pro share the same features; only the portfolio and group limits differ.
Still not sure?
Section titled “Still not sure?”Start on Free — you can upgrade any time, and your data comes with you. For the exact limits and prices, see Compare plans and pricing.