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Your personal financial analyst, 24/7.
Monthly
Annual
Lite
$9.99 /month
7-day free trial, then billed monthly
Everything in Free
AI-powered financial analyst (50 questions/month)
Advanced stock screener
ETF & institutional portfolio holdings
Basic financial statements & metrics
Portfolio tracking (up to 3 portfolios)
Pro
$39.99 /month
7-day free trial, then billed monthly
Everything in Lite
Unlimited AI analyst questions
Advanced financial analytics & KPIs
Institutional liquidity & volume footprints
Shareholder & ownership analysis
Peer comparison & relative valuations
Unlimited portfolio tracking
Priority support
Lite
$9.99 /month
7-day free trial, then billed monthly
Everything in Free
AI-powered financial analyst (50 questions/month)
Advanced stock screener
ETF & institutional portfolio holdings
Basic financial statements & metrics
Portfolio tracking (up to 3 portfolios)
Pro
$39.99 /month
7-day free trial, then billed monthly
Everything in Lite
Unlimited AI analyst questions
Advanced financial analytics & KPIs
Institutional liquidity & volume footprints
Shareholder & ownership analysis
Peer comparison & relative valuations
Unlimited portfolio tracking
Priority support
Compare Plans
| Features | Free | Lite | Pro |
|---|---|---|---|
AI Financial Analyst | |||
| AI-powered analyst | 50 questions/mo | Unlimited | |
| Real-time stock insights | |||
| Report interpretation | |||
Market Data & Research | |||
| Market heatmaps | |||
| Economic calendar | |||
| Earnings calendar | |||
| Financial statements | 4 quarters | 8 quarters | Unlimited |
| Annual financial data | 5 years | 25 years | |
| Export to Excel | |||
Advanced Charting | |||
| Simultaneous charts | 1 chart | 4 charts | 8 charts |
| Technical indicators per chart | 2 indicators | 5 indicators | 25 indicators |
| Drawing tools & annotations | |||
Portfolio & Holdings | |||
| Portfolio tracking | Up to 3 | Unlimited | |
| Portfolio Analysis page | |||
| ETF holdings analysis | |||
| Institutional portfolios | |||
| Shareholder analysis | |||
Advanced Analytics | |||
| Stock screener | Basic | Advanced | Advanced |
| Volume/Holders/Valuation tabs | |||
| KPI Analysis dashboard | |||
| Institutional volume footprints | |||
| Peer comparisons | |||
| Relative valuations | |||
Tools & Calculators | |||
| Dividend calculator | |||
| Mortgage calculator | |||
Support | |||
| Customer support | Community | Priority | |