Build your complete baseline.
For investors organising research, holdings, accounts, and essential AI assistance in one place.
Start with Regular →Clear, sustainable pricing
Start with a complete market and money workspace. Upgrade when you want more AI capacity, automation, documents, accounts, or advisor-scale operations.
Choose your workspace
Displayed prices include applicable GST. Features, limits, and live offers are read from ClearMarket’s billing configuration, so this page always reflects the plans currently available.
Find your fit
Every plan starts with the same principle: your holdings stay unlimited. The right tier depends on the depth, automation, and scale you need around them.
For investors organising research, holdings, accounts, and essential AI assistance in one place.
Start with Regular →For individual investors who want more AI capacity, automated workflows, deeper reports, and fewer manual steps.
Explore Pro →For fund managers and advisors who need managed-client capacity, portfolio reporting, and advisor-scale AI.
Explore Advisor Pro →Before you choose
Yes. Regular, Pro, and Advisor Pro can all track unlimited holdings. ClearMarket charges for deeper capabilities and scale, not portfolio size.
Yes. The amount shown on this page includes applicable GST, and every completed payment creates an invoice in your billing workspace.
Signed-in customers can manage their plan, payments, and invoices from Plan & Billing. Current members also see their plan inside the profile menu.
Yes. ClearMarket can publish time-bound offers from the admin console. Any active public offer appears automatically above the plan cards.
ClearMarket is free to start
Unlimited holdings, transparent pricing, and a plan that can grow with your financial workspace.