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ORBIT AGENT · PLANS

Plans & credits

Subscriptions cover the Orbit Agent: quotes, screening, portfolio analysis and rebalance execution, metered in credits. Vault management and performance fees are separate and listed on the fees page.

Vault fees

Free

Current plan

Look around, screen vaults, try the Agent.

$0/ month
No card needed
150 credits / mo≈ 150k tokens
  • 3 Agent chats a day
  • 15-minute delayed quotes
  • Vault screener & compare
  • Portfolio risk analysis
  • NAV & manager-post alerts
  • Sandbox rebalance proposals
  • Attribution & monthly reports
  • Data export (CSV)
  • API read access
  • 1 seat
  • Rule automations & audit log

Plus

The daily kit for an individual allocator.

$20/ month
Billed monthly, cancel any time
2,500 credits / mo≈ 2.5M tokens
  • Unlimited Agent chats
  • Real-time quotes
  • Vault screener & compare
  • Portfolio risk analysis
  • NAV & manager-post alerts
  • Sandbox rebalance proposals
  • Attribution & monthly reports
  • Data export (CSV)
  • API read access
  • 1 seat
  • Rule automations & audit log
Most popular

Pro

Put the Agent on live rebalancing and reports.

$100/ month
Billed monthly, cancel any time
15,000 credits / mo≈ 15M tokens
  • Unlimited Agent chats
  • Real-time quotes
  • Vault screener & compare
  • Portfolio risk analysis
  • NAV & manager-post alerts
  • Live rebalance execution, with confirmation
  • Attribution & monthly reports
  • Data export (CSV)
  • API read access
  • 2 seats
  • Rule automations & audit log

Desk

Seats, API and audit for a small desk.

$200/ month
Billed monthly, cancel any time
40,000 credits / mo≈ 40M tokens
  • Unlimited Agent chats
  • Real-time quotes
  • Vault screener & compare
  • Portfolio risk analysis
  • NAV & manager-post alerts
  • Live rebalance execution, with confirmation
  • Attribution & monthly reports
  • Data export (CSV)
  • API read & write (sandbox)
  • 5 seats
  • Rule automations & audit log
What a credit is

1 credit = 1,000 tokens

Credits meter the model tokens the Agent actually uses, including the tool calls that read quotes, your portfolio and vault books.

What actions cost
  • Market quote1–2 credits
  • Vault screen5–12 credits
  • Portfolio risk analysis15–40 credits
  • Rebalance proposal & execution25–60 credits
When you run out
  • FreeWaits for the monthly reset
  • Plus$10 / 1,000 credits
  • Pro$8 / 1,000 credits
  • Desk$6 / 1,000 credits

Unused credits roll over for one month.

Compare plansFreePlusProDesk
Credits / month1502,50015,00040,000
≈ tokens150k2.5M15M40M
Agent chats / day3UnlimitedUnlimitedUnlimited
Market quotes15-min delayedReal-timeReal-timeReal-time
Vault screener & compare
Portfolio risk analysis
NAV & manager-post alerts
Rebalance executionSandboxSandboxLive, with confirmationLive, with confirmation
Attribution & monthly reports
Data export (CSV)
APIReadRead & write (sandbox)
Seats1125
Rule automations & audit log
Support responseCommunity48h24h4h

How does this relate to vault fees?

It does not. Subscriptions meter the Agent only; each vault's management and performance fees are on its factsheet and accrue inside its NAV.

How are credits deducted?

Each Agent reply deducts the tokens it used, including the data its tools read. The chat shows the cost of every turn.

Can I change plans any time?

Yes. Upgrades apply immediately and are pro-rated; downgrades take effect next cycle and your credits are kept.

Anything above Desk?

Institutional seats are quoted separately: dedicated model quota, private data feeds, SSO and a contractual SLA.

This is a product demo; nothing here bills you.

Trading involves risk. Past performance is not indicative of future results. Vault NAV can rise or fall.

This is a product demo, not an offer or solicitation. Segregation, custody and licence marks are illustrative. Past performance is not future performance.

Institution names are illustrative, not real licence holders.