No credit card to start. No pressure to upgrade. SteadFolio is built to teach you first - the paid tier just adds the tools for when you're ready to connect real accounts.
No. The full Academy, assessments, budgeting tools, simulators, and Sofia herself are all available on the Free plan. Nothing educational is locked behind a paywall.
It's for once you're ready to connect real accounts - automatic portfolio syncing, deeper analysis tools (Portfolio Audit, XIRR, advanced simulators), and an unlimited, more capable version of Sofia.
No. Nothing is charged without your explicit action. SteadFolio+ pricing and billing will be clearly presented before you ever subscribe.
Yes - SteadFolio+ will be a simple monthly subscription with no lock-in.
Start free, go at your own pace, and never feel like you're behind.