Simple, transparent pricing
Start free. Pay only for what you use. No hidden fees, no contracts.
Forever free
- Portfolio tracking & live NAV
- Live prices — stocks, ETFs & crypto
- Full transaction ledger & allocations
- AI Portfolio Snapshot
- AI investment agents (Club House)
- Governance — proposals, voting & tasks
- Personal statement with CEA & US tax base
- Basic P&L reporting
per member / month
Everything in Free, plus:
- Email invitations & member onboarding
- Document storage
- Gnosis Safe multisig wallet support
- Realised gain/loss reporting
per member / month
Everything in Premium, plus:
- Unlimited members
- AI statement import & email ingestion
- HMRC & IRS compliant exports
- Detailed tax reporting
- Bank reconciliation
- KYC member verification
- Advanced reporting
- Priority support
All prices exclude VAT where applicable. Billed monthly per active member.
Common questions
Can I start on Free and upgrade later?
Yes. Free gives you the full core platform for up to 3 members. Upgrade to Premium or Premium Plus anytime — your data carries over instantly.
What happens when I reach my member limit?
You'll be prompted to upgrade before adding the next member. Existing data is fully protected and accessible — nothing is locked or removed.
Is there a setup fee or annual contract?
No. No setup fees, no contracts, no hidden charges. Pay monthly per active member, cancel anytime.
Can I switch plans mid-month?
Yes. Upgrades take effect immediately and are prorated. You'll only pay for the days on the new plan.
How does per-member pricing work?
You're billed for each active member in your fund at the start of each billing period. If a member leaves, they won't be counted in the next period.
What's included in the Free plan?
The full core platform — portfolio tracking, live prices, transactions, AI agents, governance tools, and personal tax statements including CEA and US outside basis. Free is genuinely useful, not a stripped-down trial.
Ready to try HWSW?
All plans include the core features your club needs. Start with Free, upgrade anytime. No credit card required.