• Pricing
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    Simple, Smart Pricing for Data-Driven Investors

    Flexible plans, no hidden fees, AI-powered insights included.
    Standard

    Ideal for investors who need core analysis tools

    $10 /mo

    $75 (87% Discount first 2 months) _

    $60 /mobilled annually ($720/year) _
    • Custom Dashboard
    • Charting, Reports Page
    • Scatter Plot for Risk & Return
    • Portfolio Building
    Premium

    Best for advanced analysis and full control

    $20 /mo

    $115 (83% Discount first 2 months) _

    $92billed annually ($1,104/year) _
    • All Standard Features
    • Customized Report Pages
    • Custom Universe for Scatter Plot
    • Dynamic Model Portfolio
    • Excel Add-In

    FAQs

    Are there any hidden fees?

    No hidden fees—each plan includes unlimited use of the tools specified, with no surprise charges.

    Can I upgrade or downgrade anytime?

    Absolutely. You can switch between plans or cancel at any time in your account settings.

    Do I need a credit card for the trial?

    Yes. We offer an incredibly valuable discounted 2-month paid trial that requires a payment method upfront.

    How do I pay?

    We accept all major credit cards.

    Is AI included in every plan?

    Yes! Every plan includes AI-powered screening and analytics to help you make smarter, faster investment decisions.

    What data is included in my subscription?

    Your subscription includes comprehensive access to all U.S. listed funds, ETFs, closed-end funds, and stocks. Data is updated each night at 6:45pm EST.