MonthlyAnnual (12 months for 10)
Introductory Pricing
Foundation
Retail / Student
14-Day Free Trial, then
$19/month
or $16/mo billed annually
- Full access to interactive Discounted Cash Flow (DCF) valuation models
- Dynamic valuation modeling sliders (Growth Rate, WACC assumptions)
- 5 active model workspace slots
- Custom Watchlists & Real-time Valuation Alerts
- High-fidelity equity summary cards
Most Popular
Introductory Pricing
Analyst
Power User / Individual
$79/month
or $66/mo billed annually
- Everything in Foundation included
- Full asset coverage for Market Indexes, Mutual Funds, and ETFs
- Modern Portfolio Theory (MPT) Workspace
- Interactive Portfolio Construction Engine
- Advanced Portfolio Tracking & Analysis Suite (Drift Monitoring & Tracking Error)
- High-Performance Risk vs. Return Scatter Chart Capability
- Dynamic Efficient Frontier Visual Analysis
- Unlimited concurrent model slots & live FMP API data streams
Introductory Pricing
Advisor Pro
B2B / RIA
$159/month
or $133/mo billed annually
- Everything in Analyst included
- Predictive Monte Carlo Simulation Suite (Thousands of randomized asset path trials)
- Advanced multi-scenario volatility stress-testing cards
- Comprehensive PDF valuation and optimization report exports
- Reg BI Compliance Documentation & Audit Trail
- Secure team-sharing workspace and model syncing
- Dedicated priority data processing pipelines & multi-seat licensing framework
Multi-seat licensing available for teams