Pricing that moves with your portfolio
Start free, level up when the numbers demand it, and keep every plan clear.
MonthlySave ~15%Annual
Enterprise portfolios
Built for operators managing dozens of doors, client portfolios, or private lending relationships.
White-glove onboarding and migration support
Batch Schedule E and lender-ready reports
Portfolio workflows for Dallas-area operators
Custom admin, reporting, and data review sessions
On every screen
Your whole portfolio, in your pocket
Dashboard, equity, Coach Cashew, and tax-ready reports -- the full Tractic experience, wherever you are.
Compare plans
| Feature | Rookie | Pro | All-Star | Enterprise |
|---|---|---|---|---|
| Properties | 2 | 5 | 30 | Talk to sales |
| Portfolio Dashboard | Included | Included | Included | Included |
| PIG Goal Tracker | Included | Included | Included | Included |
| Assumptions vs Actuals | Included | Included | Included | Included |
| Cash Flow Charts | Included | Included | Included | Included |
| Manual Transactions | Included | Included | Included | Included |
| Bank Sync (Plaid) | Included | Included | Included | Included |
| Auto-Categorization | Included | Included | Included | Included |
| Included forms & reports (3): Form 4562, Form 1098 + PDF, Annual Owner Summary | Included | Included | Included | Included |
| Additional reports (16): Schedule A, Schedule D, Form 8949, 1099-NEC, Balance Sheet, Cash Flows, Cost Basis, Estimated Tax, Form 8825, Lender Package, Net Worth Statement, Operating Statement, Profit & Loss, Real Estate Schedule, Rent Roll, Schedule E page 2 | Not included | Included | Included | Included |
| AI Intelligence Reports | 1 | Unlimited | Unlimited | Unlimited |
| Google Drive & OneDrive document sync | Not included | Included | Included | Included |
| Owner statement imports | Included | Included | Included | Included |
| Schedule E tax reports | Included | Included | Included | Included |
| Closing Disclosure parser | Included | Included | Included | Included |
| Document storage | Included | Included | Included | Included |
| Property comparisons | Included | Included | Included | Included |
| Property market analytics | Included | Included | Included | Included |
| Market Position insights | Not included | Included | Included | Included |
| Emailed Monthly Report | Not included | Not included | Included | Included |
| Master Portfolio Account | Not included | Not included | Not included | Included |
| Client Sub-Account Tagging | Not included | Not included | Not included | Included |
| White-Label Reports | Not included | Not included | Not included | Included |
| Dedicated Onboarding | Not included | Not included | Not included | Included |
| Custom Referral Pages | Not included | Not included | Not included | Included |
| API Integration Options | Not included | Not included | Not included | Included |
| Priority Feature Development | Not included | Not included | Not included | Included |
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