Choose Your Plan
All plans include full market data, analytics tools, and CLI access. Upgrade for more AI power.
Starter
For individual investors getting started with AI-powered research.
$10
/ month
Billed $96/year
Cancel anytime
AI & Agents
AI Financial Chatbot
AI Chart Analysis
50 AI agent queries / month
3 AI agent personas
CLI & Analytics
80+ CLI commands
40+ analytics tools
Screeners & signals
Backtesting (basic)
Data & Research
100k+ global companies
Earnings, dividends, splits
News summaries
Watchlists & notes
Monte Carlo simulations
Factor analysis & HMM regime
Priority support
Most Popular
Pro
For active traders and analysts who need deeper AI insights and advanced tools.
$25
/ month
Billed $240/year
Cancel anytime
AI & Agents
AI Financial Chatbot
AI Chart Analysis
1,000 AI agent queries / month
All AI agent personas
Agent-to-agent conversations
CLI & Analytics
80+ CLI commands
40+ analytics tools
Screeners & signals
Backtesting (full strategies)
Monte Carlo simulations
Factor analysis & HMM regime
Pairs trading & copula analysis
Data & Research
100k+ global companies
Financials, estimates, insiders
News summaries & filings
Unlimited watchlists & notes
Fundamental charting
Priority support
Advanced
For professional traders, quant researchers, and teams who need maximum AI capacity.
$100
/ month
Billed $960/year
Cancel anytime
AI & Agents
AI Financial Chatbot
AI Chart Analysis
5,000 AI agent queries / month
All AI agent personas
Agent-to-agent conversations
Custom agent workflows
CLI & Analytics
80+ CLI commands
40+ analytics tools
Screeners & signals
Backtesting (full strategies)
Monte Carlo simulations
Factor analysis & HMM regime
Pairs trading & copula analysis
Intraday analytics suite
Data & Research
100k+ global companies
Financials, estimates, insiders
News summaries & filings
Unlimited watchlists & notes
Fundamental charting
Priority support
Early access to new features
Advisor
For RIAs and portfolio managers running model portfolios for clients.
$199
/ month
Billed $1,908/year
Cancel anytime
Includes everything in Advanced
All Advanced features
Model Portfolios
Build unlimited model portfolios
Target weights with rebalance dates
Historical backtest & NAV curve
Benchmark-relative stats (α, β, IR)
Rolling 1Y / 3Y / 5Y returns
Drawdown & stressed-period analysis
Monthly-return heatmap with stats
Coming Soon
Client proposals & PDF export
Advisor-fee modeling & collection
Drift vs target (live position feed)
Cancel anytime. No contracts. All plans include a 7-day money-back guarantee.
Compare Plans
| Feature | Starter | Pro | Advanced | Advisor |
|---|---|---|---|---|
| AI & Agents | ||||
| AI Financial Chatbot | ||||
| AI Chart Analysis | ||||
| AI Agent Queries / Month | 50 | 1,000 | 5,000 | 5,000 |
| AI Agent Personas | 3 | All | All | All |
| Agent-to-Agent Conversations | ||||
| Custom Agent Workflows | ||||
| CLI & Analytics | ||||
| CLI Commands | 80+ | 80+ | 80+ | 80+ |
| Analytics Tools | 40+ | 40+ | 40+ | 40+ |
| Screeners & Signals | ||||
| Backtesting | Basic | Full Strategies | Full Strategies | Full Strategies |
| Monte Carlo Simulations | ||||
| Factor Analysis & HMM Regime | ||||
| Pairs Trading & Copula | ||||
| Intraday Analytics Suite | ||||
| Model Portfolios (Advisor-only) | ||||
| Build Model Portfolios | ||||
| Allocation Matrix with Rebalance Dates | ||||
| Historical Backtest & NAV Curve | ||||
| Benchmark Stats (α, β, R², IR) | ||||
| Rolling 1Y / 3Y / 5Y Returns | ||||
| Drawdown & Stressed-Period Analysis | ||||
| Monthly Heatmap + Stats | ||||
| Data & Research | ||||
| Global Companies | 100k+ | 100k+ | 100k+ | 100k+ |
| Earnings, Dividends, Splits | ||||
| Financials, Estimates, Insiders | Basic | |||
| News Summaries & Filings | ||||
| Fundamental Charting | ||||
| Watchlists & Notes | Unlimited | Unlimited | Unlimited | |
| Support | ||||
| Priority Support | ||||
| Early Access to Features | ||||