Plans tailored for every risk appetite

Choose the plan that fits your trading scale, data needs, and risk modeling complexity.

Monthly

Annual Save 20%

Starter

Essential tools for individual traders.

$0 /mo

check Basic Portfolio Tools
check EOD Data Feeds
check Community Support

Professional

Advanced analytics for serious quants.

$15 /mo

check Advanced Risk Models
check Real-time Market Feeds
check Excel Plugin Integration
check Email Support

Institutional

Full customization for enterprise teams.

$35/mo

check Full API Access
check Dedicated Account Manager
check Custom Integrations
check SLA Guarantees

Compare Features

Features	Starter	Professional	Institutional
Risk Modeling
VaR (Value at Risk)	Historical only	Parametric & Historical	Full Suite
Expected Shortfall (CVaR)	remove	check Included	check Included
Monte Carlo Simulation	remove	1,000 scenarios	10,000 scenarios
Stress Testing	remove	check Included	check Included
Portfolio Tools
Portfolio Optimization	Equal Weight	Max Sharpe, Min Variance, Risk Parity	All Strategies
Correlation Matrix	check Included	check + Shrinkage	check + Shrinkage
Efficient Frontier	Static	Interactive	Interactive + Export
Risk Attribution	remove	Marginal & Component VaR	Marginal & Component VaR
Options Pricing
Black-Scholes Calculator	check Included	check Included	check Included
Greeks (Δ Γ Θ ν ρ)	check Included	check Included	check Included
Taylor Expansion Analysis	remove	check Included	check Included
Fundamental Calculators
CAPM & Risk Premium	check Included	check Included	check Included
WACC Calculator	check Included	check Included	check Included
DCF & Terminal Value	remove	check Included	check Included
Intrinsic Value (Graham, DDM, EPV)	remove	check Included	check Included
Relative Valuation (P/E, P/B, P/S, EV/EBITDA)	remove	check Included	check Included
Data & Export
Market Data	End of Day (EOD)	Delayed Quotes	Priority Data Feeds
Fundamental Data	Summary only	Full (Valuation, Earnings, Balance Sheet)	Full + Analyst Estimates
CSV / Excel Export	remove	check Included	check Included
Portfolio Import	remove	check Included	check Included
API Access	remove	1,000 req/day	Unlimited
Support
Channels	Community Forum	Email + Priority Queue	Dedicated Slack Channel
Dedicated Manager	remove	remove	check Included

Frequently Asked Questions

Is Soavalon free to use? add

Yes! Our Starter plan is completely free and includes basic portfolio tools, end-of-day data feeds, and community support. It’s designed for individual traders who want to get started with risk analysis without any commitment. When you’re ready for advanced risk models and more, you can upgrade to the Professional plan.

What data sources does Soavalon use? add

Soavalon pulls live and historical market data from Yahoo Finance and other trusted financial data providers. This includes price quotes, fundamental metrics (EPS, book value, revenue growth, free cash flow), dividend history, and benchmark indices like the S&P 500. All data is validated and cleaned before entering our risk models to ensure accuracy.

How is Value at Risk calculated? add

Soavalon supports multiple VaR methodologies. Historical VaR uses actual past returns to estimate potential losses at a given confidence level. Parametric VaR applies the variance-covariance approach assuming normally distributed returns. Monte Carlo VaR runs thousands of simulated scenarios to model tail risk. You can also adjust confidence levels (95%/99%), lookback windows, and choose between simple or log returns.

Can I export my risk reports? add

Absolutely. You can export your portfolio data and risk analysis in both CSV and Excel (.xlsx) formats directly from the dashboard. This includes your positions, weights, correlations, and all calculated risk metrics. Professional and Institutional plans also support importing portfolios from Excel files for quick setup.

Still have questions?

Our team is available to walk you through the platform capabilities and find the best fit for your team.

Chat with Sales