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Features
Portfolio upload (DEGIRO, TR, manual)
Portfolio overview & daily returns
Geographic analysis — continents
Geographic analysis — countries & subregions
Sector analysis — industries
Sector analysis — subindustries
Basic performance metrics
Full risk metrics (Sharpe, Beta, VaR, Skewness, Kurtosis)
Simplified grading model
Full grading customisation
Portfolio improvement — 100 stocks
Portfolio improvement — thousands of stocks
1 portfolio
Unlimited portfolios
Beginner mode with explanations
Advanced mode with all metrics
Benchmark comparison
News per ticker & country
Macroeconomic data per country
Data export (CSV)
Premium
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/ month

The full Altum experience. Every feature, every data point, for every type of investor.

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Features
Portfolio upload (DEGIRO, TR, manual)
Portfolio overview & daily returns
Geographic analysis — continents
Geographic analysis — countries & subregions
Sector analysis — industries
Sector analysis — subindustries
Basic performance metrics
Full risk metrics (Sharpe, Beta, VaR, Skewness, Kurtosis)
Simplified grading model
Full grading customisation
Portfolio improvement — 100 stocks
Portfolio improvement — thousands of stocks
1 portfolio
Unlimited portfolios
Beginner mode with explanations
Advanced mode with all metrics
Benchmark comparison
News per ticker & country
Macroeconomic data per country
Data export (CSV)
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Full feature comparison

Feature Free Premium
Portfolio
Portfolio upload (DEGIRO, TR, manual)
Portfolio overview & daily returns
Number of portfolios 1 Unlimited
Multiple brokers combined
Analysis
Geographic analysis Continents Countries & subregions
Sector analysis Industries Subindustries
Basic performance metrics
Full risk metrics (Sharpe, Beta, Volatility, VaR, Skewness, Kurtosis)
Benchmark comparison (MSCI World, S&P500, AEX…)
Macroeconomic data per country
Portfolio Improvement
Grading model Simplified Full customisation
Stocks screened for improvement 100 Thousands
Experience
Beginner mode with explanations
Advanced mode with all metrics
News per ticker
News per country
Data export (CSV)

Beginner or advanced — you choose.

Both plans include a beginner mode with plain-English explanations for every metric. Premium adds an advanced mode with full access to all data points — no explanations in the way, just the numbers. Switch between modes at any time from the dashboard.

Beginner mode

What is Beta? What is an ETF? What does diversification mean for your portfolio? Every metric explained in plain English.

Free & Premium
Advanced mode

Full metrics. No explanations in the way. Every data point visible — Sharpe, Beta, Kurtosis, VaR and more.

Premium

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