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
- Bank reconciliation
per member / month
Everything in Pro, plus:
- Unlimited members
- AI statement import & email ingestion
- HMRC & IRS compliant exports
- Detailed tax reporting
- 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 Pro or Premium 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.
What do I get on Pro vs Premium?
Pro (£3/member/month) unlocks email invitations, document storage, Gnosis Safe wallet support, realised gain/loss reporting, bank reconciliation, and up to 15 members. Premium (£5/member/month) adds unlimited members, AI statement import, HMRC & IRS compliant exports, detailed tax reporting, KYC verification, and priority support.
Ready to try HWSW?
All plans include the core features your club needs. Start with Free, upgrade anytime. No credit card required.