Portfolio Analysis PricingOne Price. No Surprises.
Get a brutally honest analysis of your investment portfolio. Uncover hidden risks, excessive fees, and costly mistakes—all for one flat fee.
Pricing last reviewed 24 May 2026
Portfolio Roast
One-time analysis • No subscription
One-time payment • No subscription
What You Get:
Comprehensive Portfolio Analysis
Deep dive into your asset allocation, risk exposure, and diversification
Hidden Fee Detection
Identify management fees, expense ratios, and hidden costs eating your returns
Actionable Recommendations
Concrete steps to optimize your portfolio and reduce risk
No signup required • Instant access
Money-Back Guarantee
Not satisfied? Get a full refund within 14 days, no questions asked.
Secure Payment
Industry-standard encryption. Your financial data is never stored.
Instant Access
Receive your portfolio analysis within seconds of payment.
Pricing FAQ
How much does a portfolio roast cost?
$4.99 — one flat fee, one-time payment. The free Mini Roast costs nothing (opening diagnosis, the first two of five Blades, and a preview of what's locked). Unlocking the full Five Blades report is a single $4.99 charge with no subscription, no recurring billing, and 24 hours of access.
Is the price ever discounted?
Occasionally — we run targeted coupon codes (e.g.,
SURGEON50for 50% off via our newsletter share program). The base price is $4.99 flat for everyone; there's no regional pricing, no surge pricing, no haggling.What do I get for the price?
The full Five Blades report: detailed analysis of concentration risk, hidden fees, fake diversification, behavioral patterns, plus the Final Prognosis and Recovery Plan with specific actions. Also includes the Cost & Behavioral Analysis tables with hard dollar figures, and the Opening Salvo headline that summarizes your portfolio's biggest structural problem.
Is there a subscription or recurring fee?
No. One payment unlocks one roast. There are no recurring charges, no auto-renewal, and no trial that converts into a subscription. The full report stays available for 24 hours after payment; after that, the roast is automatically deleted from our servers along with your portfolio data.
Is there a refund policy?
Refunds are handled by our payment processor LemonSqueezy (the Merchant of Record). EU customers have a 14-day right of withdrawal that is waived when you consent to immediate delivery of the digital report. For technical failures or unauthorized charges, we work with LemonSqueezy to coordinate a refund — see our refund policy for the full process.
Ready to Uncover the Truth About Your Portfolio?
Stop guessing. Get brutally honest insights that could save you thousands in hidden fees and avoidable mistakes.
$4.99 • One-time payment • No subscription • 14-day money-back guarantee