Simple, Honest Pricing
Start free. Upgrade when you need deeper data and live broker sync.
- Full company search & fundamentals
- Up to 5 years of financial data
- Valuation models — DCF, DDM & Industry Comps, no account needed
- Shareable valuation models with OG previews
- Save up to 3 valuation scenarios (1 before you verify your email)
- Watchlist (one list)
- Forum + congressional trades feed
- Manual portfolio upload (one portfolio)
- AI assistant — 10 messages/day
Included in Premium- Deep financial history — 20+ year Excel exports
- Unlimited saved valuation scenarios
- SnapTrade — live broker sync across portfolios
- Multiple portfolios with share links & view scopes
- AI assistant — 150 messages/day, monthly token budget
- Priority support