The complete market intelligence stack.
Terminal for serious investors, Advisor for client management, Pro for the whole desk.
Terminal
Research, analyze, and automate — powered by AI.
- Real-time quotes, interactive charts & compare
- Company pages — financials, earnings, dividends, filings, options chain
- Stock screeners, saved scans, watchlists & portfolios
- News feeds with sentiment & social signals
- Calendars — earnings, dividends, IPOs, economic events
- Crypto, FX, commodities, ETFs & mutual funds
- Analyst recommendations & price target feeds
- AI Agents & AI Chat — research agents across filings, earnings calls, Fed speeches, 10-K reports
- Earnings Call Transcripts with AI-powered chat & summaries
- Machine Learning — linear regression, feature engineering, data files
- Backtest Lab & Strategy Tester — rules, overlays, equity curves
- Custom Formulas & Formula Scanner — your rules across the full universe
- Quant Tools — volatility estimation, Black-Scholes, spreads & ratios
- Market Events studies — event-driven price reaction analysis
- Scoring models & threshold-based alerting
- Institutional Holdings — allocations, top holdings, by company
- Aggregate & Time Series Analysis
- Priority API, CLI & MCP access — plus advanced CLI commands & long-running AI automations
- Curated — internal recommendations, earnings highlights
- Client suite — client portfolios, model portfolios, proposals & branded PDF reports
- Desk & team — team sharing, Market Pulse live tape, real-time analytics tables & Trading Journal
- Team chat — unlimited channels, DMs, threads & message history
- 10,000 AI credits / month — the full heavy-AI allowance, every feature included
Compare every plan
From free research to a full trading-desk OS.
|
Free
$0
|
Terminal
$500/mo
|
|
|---|---|---|
| AI | ||
| Monthly AI credits | 25 | 10,000 |
| AI Agents, Chat & Filings RAG | — | ✓ |
| API & CLI access | — | ✓ |
| Advanced CLI commands | — | ✓ |
| Long-running AI automations | — | ✓ |
| Team chat | ||
| Team chat — channels, DMs & threads | — | ✓ |
| Reactions, replies & message → tasks | — | ✓ |
| Channels you can create | — | Unlimited |
| Message search history | — | Unlimited |
| Message retention | — | Unlimited |
| Research & Quant | ||
| Real-time quotes & charts | Limited | ✓ |
| Screeners, watchlists & portfolios | — | ✓ |
| Backtests, ML & quant tools | — | ✓ |
| Custom formulas & scoring | — | ✓ |
| Institutional holdings | — | ✓ |
| Market Regime (Market State) | — | ✓ |
| Theme-based indices | — | ✓ |
| Supply / Demand information | — | Soon |
| Advisor suite | ||
| Client Portfolios, Proposals & Reports | — | ✓ |
| Model Portfolios | — | ✓ |
| Advanced portfolio analytics | — | ✓ |
| Desk & Team | ||
| Team sharing & collaboration | — | ✓ |
| Market Pulse (live tape) | — | ✓ |
| Real-time analytics tables | — | ✓ |
| Trading Journal | — | ✓ |
| Support | ||
| Support | Community | Priority email |
| Current | Choose | |
One plan, everything included. Cancel anytime from your account. Features marked “Soon” are on the near-term roadmap.
How AI usage works
Terminal includes 10,000 AI credits every month. One balance powers every AI feature — Agent Chat, AI Agents & tasks, Workflows, Filings analysis, the CLI, MCP, and the Code Agent. Heavier actions spend a few more credits; quick ones spend one.
What a credit buys
What 10,000 credits gets you
Credits reset on the 1st of each month (unused monthly credits don't roll over). Need more? Buy top-up credit packs — top-ups never expire and are used only after your monthly allowance. The free plan includes 25 AI credits/month to try it out.