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Core XIRR, the current-session portfolio review, and its branded PDF stay free. Pro is packaged for messier imports, deeper explanations, report customization, and saved history.

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Private, browser-first XIRR for individual investors.

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  • Browser-only tradebook parsing
  • Portfolio and per-stock XIRR
  • Manual price overrides
  • Local device vault
  • Branded current-session portfolio review PDF
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