Invest like an analyst.
Not like a gambler.
Start free. Upgrade when you're serious. Every plan gives you the tools to make decisions based on fundamentals — not hype.
Free
Learn the fundamentals
All the tools you need to start investing intelligently. No credit card required.
What's included
- ✓Dividend dashboard (up to 5 stocks)
- ✓Graham Number calculator
- ✓DCF & P/E ratio tools
- ✓Piotroski F-Score calculator
- ✓Stock screener (basic)
- ✓Weekly newsletter
- ✓All educational guides
- ✗Unlimited portfolio tracking
- ✗AI equity research reports
- ✗Accounting anomaly detection
- ✗SEC filing analysis
🔒 Founding Member Rate — Lock in $9/mo forever. Price increases to $19/mo after 100 members.
Spots remaining: 61 of 100
Pro
Founding member rate — $9/mo locked in for life
Dividend Income Dashboard + Goal Planner
Track your entire dividend portfolio and plan your path to passive income — with no stock limit.
What's included
- ✓Everything in Free
- ✓Unlimited dividend stock tracking
- ✓Annual income forecasting
- ✓Passive income goal planner
- ✓Income milestone alerts
- ✓Dividend calendar & payment tracker
- ✓Portfolio yield-on-cost analysis
- ✓Export to CSV
- ✓Priority email support
- ✗AI equity research reports
- ✗Accounting anomaly detection
- ✗SEC filing analysis
Premium
AI Equity Research Platform
Stop guessing. Get analyst-grade research reports on any stock — powered by AI trained on Graham, Buffett, and modern valuation methods.
What's included
- ✓Everything in Pro
- ✓AI equity research reports (unlimited)
- ✓Deep fundamental analysis
- ✓Valuation model: DCF + Graham + PEG
- ✓Earnings quality scoring
- ✓Management & moat assessment
- ✓Peer comparison engine
- ✓Price target with confidence range
- ✓Watchlist with AI alerts
- ✓Advanced stock screener
- ✗SEC filing anomaly detection
- ✗Client portfolio monitoring (RIA)
RIA Terminal
AI Research Terminal for Small RIAs
Institutional research infrastructure at a fraction of Bloomberg. Built for independent advisors who want an edge without a $24K/yr bill.
What's included
- ✓Everything in Premium
- ✓SEC filing deep analysis
- ✓Accounting anomaly detection
- ✓Client portfolio monitoring dashboard
- ✓Custom research report builder
- ✓Bulk stock analysis (up to 200 tickers)
- ✓White-label PDF research reports
- ✓API access (coming soon)
- ✓Dedicated account manager
- ✓Founding member pricing locked in
Full Feature Comparison
| Feature | Free | Pro $9 | Premium $39 | RIA $199 |
|---|---|---|---|---|
| Dividend dashboard | 5 stocks | Unlimited | Unlimited | Unlimited |
| Graham Number / DCF tools | ✓ | ✓ | ✓ | ✓ |
| Stock screener | Basic | Basic | Advanced | Advanced |
| Goal planner | — | ✓ | ✓ | ✓ |
| Dividend calendar | — | ✓ | ✓ | ✓ |
| AI equity research reports | — | — | Unlimited | Unlimited |
| Earnings quality scoring | — | — | ✓ | ✓ |
| Accounting anomaly detection | — | — | — | ✓ |
| SEC filing analysis | — | — | — | ✓ |
| Client portfolio monitoring | — | — | — | ✓ |
| White-label PDF reports | — | — | — | ✓ |
| API access | — | — | — | Coming soon |
| Support | Community | Priority email | Dedicated manager |
Be the first to review
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Frequently asked questions
Can I cancel anytime?
Yes. No contracts, no cancellation fees. Cancel from your account settings and you'll keep access through the end of your billing period. We're subscription software, not a gym membership.
Where does the data come from?
We pull fundamental data, earnings, and dividend records from multiple institutional-grade financial data providers, cross-referenced for accuracy. Our AI research engine synthesizes public filings, earnings call transcripts, and financial statements.
Who is this for?
The Free and Pro tiers are built for individual retail investors who want to stop guessing and start analyzing. Premium is for self-directed investors who want analyst-quality research without paying $300/hr for a financial advisor. The RIA Terminal is for independent Registered Investment Advisors managing client assets who need institutional tools without institutional prices.
Is the AI research as good as a real analyst?
Our AI runs the same quantitative frameworks (Graham Number, DCF, Piotroski F-Score, earnings quality) that professional analysts use — applied consistently to every stock, every time. It won't replace a senior analyst on a complex M&A deal, but for stock selection and valuation, it's rigorous, fast, and bias-free.
What's the difference between Premium and the RIA Terminal?
Premium is optimized for individual investors managing their own money. The RIA Terminal adds client portfolio monitoring, SEC filing anomaly detection, white-label reporting, and the scale needed to cover dozens of client holdings. It's built to help small advisory firms run like a boutique research shop.
Do you offer annual billing?
Annual billing with a 20% discount is coming soon. If you'd like to lock in annual pricing, reach out and we'll set it up manually.
Still have questions?
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