Plan details

Last updated: October 15, 2026

All paid plans include:

  • Portfolio tracking

  • Unlimited tax reports

  • 24/7 support

Plan: Rookie - up to 100 transactions

User can self-service upgrade it in the app.

Include:

  • Portfolio tracking

Exclude:

  • Automated on-chain transactions

  • Smart contract transactions

  • Tax minimization algorithm: Using our Most Tax Effective algorithm could save you potential taxes.

  • Multiple inventory methods: Switch between First In First Out, Highest In First Out, Last In First Out etc...to find the most tax effective inventory method.

  • Advanced tax reports: Expense report, inventory report, derivative trading report, outgoing gift and lost/stolen asset report.

  • Tax loss harvesting: A tool to identify assets in a loss in order to sell them before the end of the tax year in order to reduce your overall capital gain.

  • Audit report

Plan: Hobbyist/Standard - up to 1,000 transactions

User can self-service upgrade it in the app.

Include:

  • Portfolio tracking

  • Automated on-chain transactions

  • Smart contract transactions

Exclude:

  • Tax minimization algorithm: Using our Most Tax Effective algorithm could save you potential taxes.

  • Multiple inventory methods: Switch between First In First Out, Highest In First Out, Last In First Out etc...to find the most tax effective inventory method.

  • Advanced tax reports: Expense report, inventory report, derivative trading report, outgoing gift and lost/stolen asset report.

  • Tax loss harvesting: A tool to identify assets in a loss in order to sell them before the end of the tax year in order to reduce your overall capital gain.

  • Audit report

Plan: Investor/Advanced - up to 10,000 transactions

User can self-service upgrade it in the app.

Include:

  • Portfolio tracking

  • Automated on-chain transactions

  • Smart contract transactions

  • Tax minimization algorithm: Using our Most Tax Effective algorithm could save you potential taxes.

  • Multiple inventory methods: Switch between First In First Out, Highest In First Out, Last In First Out etc...to find the most tax effective inventory method.

  • Advanced tax reports: Expense report, inventory report, derivative trading report, outgoing gift and lost/stolen asset report.

  • Tax loss harvesting: A tool to identify assets in a loss in order to sell them before the end of the tax year in order to reduce your overall capital gain.

  • Audit report

Plan: Trader/expert - up to 100,000 transactions

User can self-service upgrade it in the app.

Everything in Investor, plus:

  • Trading stock report for AU users

  • Priority support

Plan: Trader 200k - up to 200,000 transactions

User can self-service upgrade it in the app.

  • Include everything in Trader.

Plan: Trader 300k - up to 300,000 transactions

  • Include everything in Trader.

  • Currently, this cannot be self-service upgraded in the app. Contact Support and chat with a human for upgrading.

  • You need to upgrade to Trader 200k in-app before requesting this.

Plan: Trader 400k - up to 400,000 transactions

  • Include everything in Trader.

  • Currently, this cannot be self-service upgraded in the app. Contact Support and chat with a human for upgrading.

  • You need to upgrade to Trader 200k in-app before requesting this.

Plan: Trader 500k - up to 500,000 transactions

  • Include everything in Trader.

  • Currently, this cannot be self-service upgraded in the app. Contact Support and chat with a human for upgrading.

  • You need to upgrade to Trader 200k in-app before requesting this.

More pricing and plan details, visit https://summ.com/pricing/personal