Pricing
The research workflow is free to start. Paid plans add room: more questions per day, more document analyses, more exports.
A clear place to start researching companies.
No card required
For investors who make research a regular habit.
7-day free trial
$0 today, then $29.99 / month. Cancel anytime.$0 today, then $299 / year. Cancel anytime. Save 17%.
For deeper, higher-volume fundamental research.
14-day money-back guarantee$499 billed once a year. 14-day money-back guarantee. Save 17%.
New features ship every week, and every plan gets them. Sales tax, where it applies, is added at checkout.
Everything below comes from each plan's settings — the same rules the product enforces.
| Features | Free $0 | Researcher $29.99 / month$24.92 / month, billed yearly | Pro $49.99 / month$41.58 / month, billed yearly |
|---|---|---|---|
| AI research | |||
| Research ChatSource-linked answers across filings, financials, calls and news | |||
| Chat messagesPer month | 30 | 500 | 2,000 |
| Pick filings for a chatChoose which 10-K / 10-Q documents it reads | — | ||
| Documents per message | — | 3 | 10 |
| ReflexSame questions across many companies | Preview | ||
| Filings & earnings calls | |||
| 10-K & 10-Q analysesSeven lenses, findings and charts | Preview | ||
| 10-K analyses per companyMost recent years you can open | 2 | Unlimited | Unlimited |
| 10-Q analyses per companyMost recent quarters you can open | 4 | Unlimited | Unlimited |
| Open filing analysesPer month; each stays open for 30 days | 4 | Unlimited | Unlimited |
| Request new filing analyses | |||
| Filing analysis creditsPer month; a 10-K takes 3, a 10-Q takes 1 | 4 | 40 | 150 |
| Earnings call AIGuidance, graded Q&A, red flags | Preview | ||
| Call transcripts | |||
| Open earnings call analysesPer month | 2 | Unlimited | Unlimited |
| New earnings call analysesPer month | 2 | 25 | 100 |
| News | |||
| AI ticker news readSummary, bull case, bear case, watch list | Preview | ||
| Analyze a single article | |||
| Article analysesPer month | 10 | 150 | 600 |
| Advanced news sortingBy score or weighted | — | ||
| News historyDays | 30 | 365 | Unlimited |
| Data & analysis tools | |||
| Stock Screener | |||
| Active screener filters | 3 | 15 | Unlimited |
| Saved screens | 1 | 20 | Unlimited |
| Custom metricsBuild your own ratios | — | ||
| Chart Builder300+ metrics | |||
| Companies per chart | 1 | 5 | Unlimited |
| Saved charts | 2 | 25 | Unlimited |
| Peer ComparisonRank, map and trend | |||
| Peer universeCompanies per comparison | 5 | 15 | Unlimited |
| Analyst viewConsensus estimates, analyst disagreement, earnings record | Preview | ||
| DCF valuation | — | ||
| Sensitivity analysis | — | ||
| Valuation runsPer month | — | Unlimited | Unlimited |
| Annual financial historyYears | 3 | 10 | Unlimited |
| Ownership & Congress | |||
| Institutional holdings (13F) | |||
| 13F historyQuarters | 4 | 12 | Unlimited |
| Congressional trading | |||
| Follow members | |||
| Workspace & reports | |||
| Watchlists | 1 | 10 | 50 |
| Tickers per watchlist | 20 | 100 | 500 |
| Research reportsSector templates | — | ||
| Your own report templates | — | ||
| Report snapshots | — | 10 | 50 |
| Share reports and templates | — | ||
| Exports | |||
| Image exportCharts and cards as PNG / JPG | |||
| Table exportExcel / CSV | — | ||
| Report PDF | — | ||
No. Create a free account, verify your email and start researching. You only enter payment details if you choose a paid plan.
A plan that offers a free trial shows its length on the plan card. You enter a card to start it and pay nothing that day; the first charge is made when the trial ends unless you cancel before then. The trial is available once per account.
Yes. Your first payment comes with a 14-day money-back guarantee: ask within 14 days and you get a full refund. Renewal payments are not refundable unless the law where you live requires it. The Refund Policy has the details.
The product tells you which limit you reached. Nothing is charged automatically; limits renew with their period, and you can upgrade if you need more room.
Yes. Plan and billing frequency changes are made from the plans page in your account. Your access updates once the payment provider confirms the change.
Your plan, billing period and next billing date live in Settings → Subscription. Upgrades apply right away; downgrades are scheduled for the next billing period. You can cancel there at any time.
Payments are processed by our payment provider in their secure checkout. Card details go directly to them and are never stored on our servers.
No. Every plan gives you research tools for public information. None of them provide personalised investment advice.
No credit card required. Verify your email to activate your account.