Pricing Plans

Choose the plan that best fits your investment research needs

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Essential Plan

Perfect for investors getting started with professional-grade research

$99/month
Professional-grade research at an accessible price point
50 Stock Dashboards per month
Option to purchase additional dashboards
In-depth technical, fundamental, and valuation analysis
Daily updated research and ratings
Email support
Best for Individual Investors

Premium Plan

Comprehensive research platform for serious investors

$499/month
Valued at $5,000/month for investors with $1M+ portfolios based on peer-reviewed academic research1
Everything included in Essential, plus:
Unlimited Stock Dashboards
5 Custom Portfolios + Analysis
Unlimited Stock Screener usage
Advanced filtering and sorting capabilities
Priority customer support
Best for Financial Advisors

Professional Plan

Complete solution for financial advisors and institutions

$999/month
Reclaim the 15% of your time spent on investment management2. Win back 7 hours every week—serve more clients, grow faster
Everything included in Premium, plus:
Unlimited Custom Portfolios + Analysis
Unlimited PDF exports for client presentations
Direct analyst access
For Large Organizations

Enterprise

Custom solutions for large organizations and teams

Contact Sales
Scalable solutions for enterprise teams and institutions
Everything included in Professional, plus:
Multi-seat licensing
Custom integrations
Dedicated account manager
Priority support
Custom training and onboarding

Frequently Asked Questions

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Explore our methodology, try our sample dashboards, or schedule a personalized demo to see how our research can transform your investment process.

Past performance is not indicative of future results. Investment research and recommendations involve risk, and investors may lose the principal invested. The research provided should not be considered as personalized investment advice. Individual investment decisions should be made based on an evaluation of your specific financial situation, investment objectives, risk tolerance, and liquidity needs.

1 No legitimate provider can guarantee investment results. This is based on academic research. Your results may vary.

2 Based on peer-reviewed research and industry studies, including the Bank Insurance & Securities Association, State Street Research, and the Financial Planning Association Journal.