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Three plans, one desk.

Built for family offices and small wealth teams who already run a portfolio system: this is the research half, not a book of record. Pick a plan, create your account, and your pass prints as you type.

Choose a plan
Save 20%

Delayed quotes, charts and fundamentals, a watchlist of up to 15 symbols, 3 price alerts, the latest 13F filings, the macro pages and the economic calendar.

Price and day-% alerts are checked on our servers every 5 minutes from 4:00 AM to 8:00 PM ET on weekdays, and hourly at other times, using delayed quotes, and reach you by email or browser push as you choose. They aren’t real-time.

Compare the plans in full
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Not investment advice.

What each plan includes

Prices in USD. Cancel anytime.

Analyst ANLY

For one person getting their bearings.

$0 forever
Free forever — no card required.
What's included
  • Delayed quotes, charts and fundamentals, with the latest two fiscal years of financial statements, from SEC filings for most US-listed companies
  • Market & macro news feed
  • Watchlist up to 15 symbols, saved to your account
  • Up to 3 price alerts
  • Alerts by email or browser push, and filing alerts on up to 15 names and 3 13F filers
  • The latest 13F filing, and what changed, for any filer
  • Screeners, macro, inflation and the economic calendar
  • Stock Screener over about 1,500 US companies, with up to 2 saved screens
Pro PRO

For the analyst whose work leaves the screen.

$15 / mo
7-day free trial with no card, then billed monthly.
Everything in Analyst, plus
  • Financial statements from SEC filings: every fiscal year a company has filed in XBRL and up to 40 quarters from its 10-Qs, each figure linked to its filing, with CSV export
  • 13F history: up to eight quarters of a filer’s book, the sector rotation across them, and turnover between any two of those quarters
  • Factors & Regimes: factor returns, sector rotation and volatility
  • Watchlist up to 250 symbols
  • Up to 50 price alerts
  • Filing alerts on up to 250 names and 25 13F filers
  • CSV export of your watchlists, up to 250 rows, with a locked as-of, source and unit header
  • Up to 50 saved screens, and a screen’s results to CSV, up to 500 rows
Best for family offices & small wealth teams
Desk DESK

For a family office or a small wealth team sharing one desk.

$25 / mo · seat
14-day free trial with no card, then per seat, billed monthly.

Or apply for the design partner pilot: the Desk plan free for a fixed period, for weekly use and feedback calls.

Everything in Pro for every seat, plus
  • Leadership Scorecard, company by company, from SEC filings
  • Charts workspace — charts in a window of their own beside the terminal, with your lines and alerts saved to your account
  • Unlimited watchlist symbols
  • Up to 100 price alerts
  • Filing alerts on up to 500 names and 100 13F filers
  • Shared watchlists for the whole desk, with viewer and editor roles on every seat
  • Saved screens without a cap; share any of them with the desk; a screen’s results to CSV, up to 2,000 rows
  • Watchlist CSV exports up to 250 rows, desk lists included
  • Seat admin — invite colleagues by email, revoke invites, remove members
  • Per-seat billing, 2 to 10 seats
On the roadmap
  • SoonSector-ranked leadership screener — waits on its first nightly scoring run
  • SoonTeam alerts & desk annotations
  • SoonScoped read API (keys & rate limits) & SSO (SAML / OIDC)

Soon means not live yet. None of it is part of what you buy today.

Price and day-% alerts are checked on our servers every 5 minutes from 4:00 AM to 8:00 PM ET on weekdays, and hourly at other times, using delayed quotes, and reach you by email or browser push as you choose. They aren’t real-time.

Prices in USD. Cancel anytime. Refund policy Not investment advice. Need more than a desk? Talk to us about enterprise Security: two-step verification, and what we never hold A family office or small wealth team? Apply for the design partner pilot