LakefolioEquity Stewardship

Simple Pricing

Monthly subscription so your sell plan stays current. Cancel anytime. 14 day Pro trial once per account when billing is connected.

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Free

Full sample. One personal statement. 14 days to steer. One Analysis.

$0
  • Full sample: wheel, Analysis, retirement, Captain's Log
  • One free personal statement upload
  • 14 days to steer that plan on the wheel
  • One free Analysis on your statement
Most popular

Pro

For people actively diversifying company stock.

$29 / month
  • Unlimited real statements
  • Unlimited Captain briefings
    • At a glance metrics
    • Walk your plan with trip notes
    • Goals that reshape a second path
    • Tax lower vs de risk decision
    • Retirement Monte Carlo Simulations
    • Your plan vs Captain compare
    • Why consider Captain (pros and tradeoffs)
    • Talk to Captain chat
    • Shore report
  • PDF export of your plan
  • Daily Captain's Log brief: chatter plus a path you can preview
  • Plan stays current year-round

Pro Annual

Same as Pro. Two months free when paid yearly.

$290 / year
≈ $24/mo
  • Everything in Pro
  • Billed $290 / year (~$24/mo)
  • Priority support
  • Best for tax-year planning

After you click Start Pro or Start annual you can enter a friend's referral code before checkout.

Why subscription (not one-time)? Equity plans change with price, vesting, income, and state. A monthly Pro seat keeps tax pacing and retirement paths updated year-round. Closer to software you live in than a tax-season filing fee. Annual is cheaper if you mainly plan once a year.