Yes — upgrade, downgrade, or change billing period anytime through the Stripe billing portal linked in your purchase email. Core+ is a one-time purchase with no subscription to switch, though you can start one at any time.

Yes, on Pro and Premium: annual billing is 15% off the monthly rate, applied automatically. That is $4,080 a year for Pro and $6,120 for Premium, against $400 and $600 a month. Core is billed monthly, and Core+ is a one-time purchase rather than a subscription.

Professionals handling a single matter or engagement rather than ongoing work — one portfolio of up to 75 assets, assessed under the same documented methodology as every plan. Includes Structural Value, the Asset Integrity Score, the Value Differential, Core reports, and 30 days of access from purchase.

Yes, for one client or many. Each client gets their own portfolio. For each account, the statement with the newest period sets its balances; statements for different accounts add together.

Yes. Select the assets and build the portfolio by hand, on any plan or trial. Edit holdings whenever the facts change.

You’ll keep access to AIREPORT for the remainder of your paid subscription period. Core+ is a one-time purchase, so there’s nothing to cancel.

The access window runs 30 days from purchase; after it closes the portfolio and new report downloads are no longer available, though a report already downloaded is yours to keep. Core+ does not convert into a subscription — start one at any time, or buy Core+ again for another matter.

Plans are per-user, and reports are associated with the purchaser. If you are interested in a team arrangement with report sharing, please get in touch.