Pricing
Institutional research at a fraction of the cost.
Start free. Upgrade when you need more companies, queries, or seats. Annual billing saves 16%.
MonthlyAnnual
Start Here
Explorer
Perfect for beginners and curious investors.
$0/mo
Companies3 companies
Queries15 queries/mo
Seats1 seat
History1yr history
- Conversational Q&A
- Basic financial data
- SEC filing search
- Community support
Starter
Entry-level research with basic company profiles.
$39/mo
Companies8 companies
Queries150 queries/mo
Seats1 seat
History1yr history
- Everything in Explorer
- Basic company profiles
- Industry screening
- CSV import
- Email support
Analyst
Full analytical toolkit for individual analysts.
$99/mo
Companies20 companies
Queries500 queries/mo
Seats1 seat
History1yr history
- Everything in Starter
- Scorecard & DCF modeling
- Peer comparison
- Expert mode
- CSV & citation export
Most Popular
Professional
Advanced analytics and API access for teams.
$249/mo
Companies75 companies
Queries1,500 queries/mo
Seats5 seats
History5yr history
- Everything in Analyst
- Advanced profiles & guidance tracker
- Capital allocation & earnings quality
- Workspaces & portfolio analytics
- API access & Excel export
- Priority support
Fiduciary
Advisor
Built for RIAs and fiduciary advisors.
$599/mo
Companies75 companies
Queries3,000 queries/mo
Seats5 seats
History10yr history
- Everything in Professional
- Fiduciary compliance mode
- Audit trail & logging
- Management & insider analysis
- Branded PDF exports
- Dedicated account manager
Enterprise
Custom deployment for institutional teams.
Custom
CompaniesUnlimited
QueriesUnlimited
SeatsUnlimited
HistoryUnlimited
- Everything in Advisor
- White-label branding
- SSO / SAML
- Self-hosted option
- Custom integrations
- SLA guarantee
Compare plans
A detailed breakdown of what each plan includes.
| Feature | Explorer | Starter | Analyst | Professional | Advisor | Enterprise |
|---|---|---|---|---|---|---|
| Companies tracked | 3 | 8 | 20 | 75 | 75 | Unlimited |
| Queries per month | 15 | 150 | 500 | 1,500 | 3,000 | Unlimited |
| Team seats | 1 | 1 | 1 | 5 | 5 | Unlimited |
| Historical data | 1 year | 1 year | 1 year | 5 years | 10 years | Unlimited |
| Conversational Q&A | Included | Included | Included | Included | Included | Included |
| Basic company profiles | Not included | Included | Included | Included | Included | Included |
| Industry screening | Not included | Included | Included | Included | Included | Included |
| Scorecard & DCF modeling | Not included | Not included | Included | Included | Included | Included |
| Peer comparison | Not included | Not included | Included | Included | Included | Included |
| Expert mode | Not included | Not included | Included | Included | Included | Included |
| Advanced profiles | Not included | Not included | Not included | Included | Included | Included |
| Guidance tracker | Not included | Not included | Not included | Included | Included | Included |
| Capital allocation analysis | Not included | Not included | Not included | Included | Included | Included |
| Workspaces & portfolios | Not included | Not included | Not included | Included | Included | Included |
| API access | Not included | Not included | Not included | Included | Included | Included |
| Excel export | Not included | Not included | Not included | Included | Included | Included |
| Management & insider analysis | Not included | Not included | Not included | Not included | Included | Included |
| Fiduciary compliance mode | Not included | Not included | Not included | Not included | Included | Included |
| Audit trail & logging | Not included | Not included | Not included | Not included | Included | Included |
| Branded PDF exports | Not included | Not included | Not included | Not included | Included | Included |
| White-label branding | Not included | Not included | Not included | Not included | Not included | Included |
| SSO / SAML | Not included | Not included | Not included | Not included | Not included | Included |
| Self-hosted option | Not included | Not included | Not included | Not included | Not included | Included |
| SLA guarantee | Not included | Not included | Not included | Not included | Not included | Included |