Simple pricing
Start free. Upgrade when you want filing-grounded research on the companies you own. Cancel anytime.
Free
$0
free forever
- 2 portfolios, 15 positions each
- 10 watchlist items
- 5 price alerts
- Live multi-currency tracking
- Full account export (JSON)
Pro
$7/month
$79 billed yearly, save 27%
- 10 portfolios, 50 positions each
- 50 watchlist items
- 25 price alerts
- Filing-grounded research with citations
- Screener, peer comps and Excel export
- CSV export and portfolio sharing
Premium
$12/month
$149 billed yearly, save 35%
- 50 portfolios, 250 positions each
- 250 watchlist items
- 100 price alerts
- Everything in Pro
- Higher daily research limits
- Bank Call Report detail (85 US banks)
Questions
- Can I cancel anytime?
- Yes. Your plan runs to the end of the period you paid for. Note that payments are non-refundable, so annual is best once you know the product fits.
- What happens to my data if I downgrade?
- Nothing is deleted. Portfolios above the free limit become read-only until you remove some or upgrade again, and you can export everything at any time on any plan.
- Where do the numbers come from?
- Financial statements come from each company’s own SEC EDGAR filings. Valuation figures such as P/E and market cap use market data. See our methodology.
Prices in USD. Informational only, not investment advice. See Terms and Trust & Security.