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Pricing

Dropping the cost of your wealth management by up to 90%, because everyone deserves access to quality.
Our powerful technology platform combine with our customer-first approach and investment expertise we can deliver a world-class investing experience for a fraction of the cost of traditional wealth management.

Monthly

Annually

Save 20% when billed annually

Price in $ NZD
Active Strategies (auto investing)

Active strategies that are running

1 Available
Community Strategies

Community generated strategies

3 Available
View Only
Passive Strategies

Basic ETF based modelled portfolios of well know strategies

3 Available
View Only
Active Strategies (auto investing)

Active strategies that are running

3 Available
Community Strategies

Community generated strategies

Unlimited
View Only
Passive Strategies

Basic ETF based modelled portfolios of well know strategies

Unlimited
View Only
Pro Strategies

Professional fund manager filings and copying them as modelled portfolios

Crypto Wallet

To allow transferring in and out to other wallets.

Active Strategies (auto investing)

Active strategies that are running

Unlimited
Community Strategies

Community generated strategies

Unlimited
View Only
Passive Strategies

Basic ETF based modelled portfolios of well know strategies

Unlimited
View Only
Pro Strategies

Professional fund manager filings and copying them as modelled portfolios

Crypto Wallet

To allow transferring in and out to other wallets.

Factor Investing Strategies

Quant based baskets of assets that show what themes and assets are driving market performance

Net Worth Tracker

Professional fund manager filings and copying them as modelled portfolios

Margin and Short-selling

To allow transferring in and out to other wallets.

Expert Sessions

Financial wellbeing session to build a roadmap and goals

Tax Calculations (FIF)

Tax calulation for foreign investments

Active Strategies (auto investing)

Active auto-investing strategies that are running to enable using modelled portfolios index investing while being self-directed

Unlimited
Community Strategies

Community generated strategies by you and other users within the Platform

Unlimited
View Only
Passive Strategies

Basic ETF based modelled portfolios of well know strategies like 60/40 or All Weather Portfolio

Unlimited
View Only
Pro Strategies

Professional fund manager filings that we use to construct modelled portfolios that you can track and copy

Crypto Wallet

Funding wallets for you to easily send Crypto to the platform allowing transferring in and out to other wallets.

Factor Investing Strategies

Quant based baskets of assets that show what themes and assets are driving market performance

Net Worth Tracker

Easily track all of your assets and liabilities to enable to track your total household wealth

Margin and Short-selling

Enables you to buy equities on margin and perform short selling through eccuity Invest

Expert Sessions

Financial wellbeing session to build a roadmap financial future and goals. This session sets people to for prosperity in their lives

Tax Calculations for FIF and Crypto

Tax calculations for foreign investments and Crypto.

DD Reports and Hedge Fund Research

Buy side due diligence reports, independant hedge fund research and insights

Private Wholesale

The eccuity ‘Private Wholesale’ experience is our top of the line service for committed and informed investors, who’re looking the best of the best experience.

Get in touch
Options Trading Ideas

Sharing options trades that large investors and institutions are making that may be connected to potential catalysts.

Private Deal Flow

We enable you investing in private companies, like Space X, Openai and Stripe, which aren’t available on the markets.

Exclusive community

Build community and engage with other eccuity Private members who are all achieving individuals looking to prosper.

Exclusive Alpha Strategies

Gain access to the exclusive Alpha Strategies that are built concentrated equity portfolios that are theme based.

Find the right plan for you

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Transactions

NZD Savings

USD Sweep Savings Rate

Forex

Free Trades

Trade Fee after Free Trades

Crypto Spread

Options Price per Contract

Crypto Wallet

Active Strategies (Auto Investing)

Community Strategies (view)

Passive Strategies (view)

Pro Strategies

Factor Investing Strategies

Alpha Strategies

Net Worth Tracker

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Concierge

Expert Sessions (Financial Coaching)

Comission Cash Back from Referrals

Tax Calculations (FIF)

DD Reports and Hedge Fund Research

Margin and Shortselling

Invest
$0
/month
Get started
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Transactions

NZD Savings

3.25%

USD Sweep Savings Rate

3.75%

Forex

1%

Free Trades

$0

Trade Fee after Free Trades

0.40%

Crypto Spread

0.60%

Options Price per Contract

$0.50

Crypto Wallet

Active Strategies (Auto Investing)

1

Community Strategies (view)

3

Passive Strategies (view)

3

Pro Strategies

Factor Investing Strategies

Alpha Strategies

Net Worth Tracker

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Concierge

Expert Sessions (Financial Coaching)

0

Comission Cash Back from Referrals

50%

Tax Calculations (FIF)

DD Reports and Hedge Fund Research

Margin and Shortselling

Plus+
$10
/month
Get started
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Transactions

NZD Savings

3.50%

USD Sweep Savings Rate

4.00%

Forex

0.60%

Free Trades

$10,000

Trade Fee after Free Trades

0.30% capped at $2

Crypto Spread

0.60%

Options Price per Contract

$0.40

Crypto Wallet

Active Strategies (Auto Investing)

3

Community Strategies (view)

Passive Strategies (view)

Pro Strategies

Factor Investing Strategies

Alpha Strategies

Net Worth Tracker

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Concierge

Expert Sessions (Financial Coaching)

0

Comission Cash Back from Referrals

60%

Tax Calculations (FIF)

DD Reports and Hedge Fund Research

Margin and Shortselling

Pro
$25
/month
Get started
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Transactions

NZD Savings

3.75%

USD Sweep Savings Rate

4.10%

Forex

0.50%

Free Trades

$50,000

Trade Fee after Free Trades

0.20% capped at $2

Crypto Spread

0.60%

Options Price per Contract

$0.30

Crypto Wallet

Active Strategies (Auto Investing)

Community Strategies (view)

Passive Strategies (view)

Pro Strategies

Factor Investing Strategies

Alpha Strategies

Net Worth Tracker

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Concierge

Expert Sessions (Financial Coaching)

1

Comission Cash Back from Referrals

70%

Tax Calculations (FIF)

DD Reports and Hedge Fund Research

Margin and Shortselling

Private
$40
/month
Get started
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Transactions

NZD Savings

4.00%

USD Sweep Savings Rate

4.25%

Forex

0.40%

Free Trades

$1,000,000

Trade Fee after Free Trades

0.10% capped at $2

Crypto Spread

0.60%

Options Price per Contract

$0.20

Crypto Wallet

Active Strategies (Auto Investing)

Community Strategies (view)

Passive Strategies (view)

Pro Strategies

Factor Investing Strategies

Alpha Strategies

Net Worth Tracker

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Concierge

Expert Sessions (Financial Coaching)

2

Comission Cash Back from Referrals

80%

Tax Calculations (FIF)

DD Reports and Hedge Fund Research

Margin and Shortselling

Invest Plus+
$10
/month
Get started
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Analytics

Stock and ETFs per trade

3.50%

Stock and ETFs per trade

4.00%

Stock and ETFs per trade

0.60%

Stock and ETFs per trade

$10,000

Stock and ETFs per trade

0.30% capped at $2

Stock and ETFs per trade

0.60%

Stock and ETFs per trade

$0.40

Stock and ETFs per trade

Stock and ETFs per trade

3

Stock and ETFs per trade

Stock and ETFs per trade

Stock and ETFs per trade

Stock and ETFs per trade

Stock and ETFs per trade

Assistant Messages

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Concierge

Stock and ETFs per trade

0

Stock and ETFs per trade

60%

Stock and ETFs per trade

Stock and ETFs per trade

Stock and ETFs per trade

Assistant Messages

eccuity Private
$125
/month
Get started
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Transactions

Stock and ETFs per trade

4.00%

Stock and ETFs per trade

4.25%

Stock and ETFs per trade

0.40%

Stock and ETFs per trade

$1,000,000

Stock and ETFs per trade

0.10% capped at $2

Stock and ETFs per trade

0.60%

Stock and ETFs per trade

$0.20

Stock and ETFs per trade

Stock and ETFs per trade

Stock and ETFs per trade

Stock and ETFs per trade

Stock and ETFs per trade

Stock and ETFs per trade

GPT 4.0 + Web References

Assistant Messages

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Addons

Stock and ETFs per trade

1

Stock and ETFs per trade

80%

Stock and ETFs per trade

Stock and ETFs per trade

Stock and ETFs per trade

Assistant Messages

How we compare

We've worked hard to make sure you're getting the best value from your intelligent investment platform, eccuity. Check out how we compare against other self-directed investment options in the market:

eccuity Invest
Broker fee per trade (USD)
0.1-0.4%
$3.00
$5.00
$3.00
$90.00
Margin available and short selling
Crypto USD pairs
Free advanced tools with eccuity
Foreign exchange fee per trade
0
0
0
0
0
Foreign exchange fee on deposit and withdrawal
0.5%-1%
0.50%
0.40%
1%
1%
Example Portfolio
Fees for a NZD $7,000 portfolio traded 5 times per month for a year
$285.47
$358.20
$566.66
$393.20
$9,738.05

Disclaimer: The pricing above may change from time to time making this comparison out of date. Make sure to validate pricing before making any decisions.

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