Pricing
Start with a 7-day trial.
RecommendedAnnual best value
Core
£8.33/ month
£99.99 billed annually after your 7-day trial
Monthly available at £9.99
The complete Valo workspace for most investors: tracking, broker sync, UK tax, analysis, and Ask Valo.
- Full broker sync and CSV import
- Unlimited holdings across up to 3 portfolios
- ISA, SIPP, and GIA account handling
- UK CGT reports and Self Assessment export
- Sharpe, beta, correlation, and stress tests
- Standard Ask Valo allowance
Power users
Pro
£12.49/ month
£149.99 billed annually after your 7-day trial
Monthly available at £14.99
For larger setups and heavier analysis, with room for more portfolios and more Ask Valo usage.
- Everything in Core
- Unlimited portfolios
- Higher Ask Valo allowance
- More Ask Valo Deep Thinking and web-search usage
- Advanced exports and premium analytics as they launch