Full institutional analytics suite. Everything a serious individual investor needs.
✓Everything in Free, plus:
✓ Unlimited AI Advisor queries
✓ Full Risk Engine — VaR, CVaR, all scores
✓ Monte Carlo simulation (300 paths)
✓ All 6 stress test scenarios
✓ Factor Analysis (Fama-French + AI)
✓ Value Investing Mode — full 12 criteria
✓ Broker integration (IBKR, Alpaca, more)
✓ Unlimited portfolio positions
✓ PDF export reports
○ API access (Elite only)
○ Multi-portfolio (Elite only)
Elite
£29/ month
For advisors, active traders, and multi-portfolio investors who need the full stack.
✓Everything in Pro, plus:
✓ Multiple portfolios (up to 10)
✓ Weekly AI Market Briefing email
✓ Custom watchlist price alerts
✓ Earnings season AI deep dives
✓ Monthly AI portfolio letter
✓ Private investor community
✓ API access (programmatic)
✓ LatAm local currency billing
✓ Priority support (24h response)
✓ Early access to new features
Limited time offer
First 500 users: £99/year
Get full Pro access for a year at this introductory price — locked in for life as long as you stay subscribed.
⚡ Spots remaining: loading...
Full feature comparison
Feature
Free
Pro
Elite
AI Intelligence
AI Advisor queries
10/day
Unlimited
Unlimited
Live web search in AI
○
✓
✓
Opportunity Scanner
3/day
Unlimited
Unlimited
Weekly AI Market Briefing
○
○
✓
Risk Analytics
Beta, Sharpe, Concentration
✓
✓
✓
Full Risk Engine (VaR, CVaR)
○
✓
✓
Multi-factor risk scoring
○
✓
✓
All stress test scenarios
○
✓
✓
Monte Carlo simulation
○
✓
✓
Factor Analysis (Fama-French)
○
✓
✓
Value Investing
Value Investing Mode (12 criteria)
○
✓
✓
Moat scoring & intrinsic value
○
✓
✓
Margin of safety analysis
○
✓
✓
Portfolio & Integrations
Portfolio positions
5 max
Unlimited
Unlimited
Portfolios
1
1
Up to 10
Broker integrations
○
✓
✓
PDF export
○
✓
✓
API access
○
○
✓
Custom alerts
○
○
✓
Priority support
○
○
✓
Frequently asked questions
Is this financial advice? ▼
No. Lezo Fortress is an investment research and analytics tool. All outputs are for informational purposes only and are not regulated financial advice. Always consult a qualified financial advisor before making investment decisions.
Can I cancel anytime? ▼
Yes. Cancel at any time — you'll retain access until the end of your current billing period. No cancellation fees, no questions asked.
How accurate are the risk metrics? ▼
Lezo Fortress uses standard statistical models (VaR, CVaR, Fama-French factor regressions, Monte Carlo simulation) consistent with institutional practice. These are estimates based on historical data and assumptions — not guarantees. See the Metrics Guide for detailed methodology.
Do you support currencies other than GBP? ▼
Yes. You can set your portfolio currency to USD, EUR, BRL, MXN, or GBP. Elite users in LatAm can access local currency billing at purchasing-power-parity pricing.
Which brokers are supported? ▼
Currently: Interactive Brokers (IBKR), Alpaca Markets, and Tradier. A custom REST API option supports any broker with a portfolio read endpoint. More brokers are being added — the roadmap includes Degiro, Hargreaves Lansdown, and Trading 212.
What is the intro offer? ▼
The first 500 users who sign up get full Pro access for a year at a heavily discounted introductory rate. This price is locked in for life as long as you maintain your subscription. Once 500 spots are taken, standard Pro pricing applies.