Organize your investments. Start with a plan.

Free

For curious investors getting started. Explore 2,500+ U.S. stocks, read the last 5 years of financials, and try our AI features and automations on a small scale.

$0/month

  • 2,500+ US stocks (Global: 150k+ soon)
  • Financials: 5 years (Q/Semi/Annual, LTM)
  • 360° company view
  • CortexAI: 20 prompts/mo
  • AI news summary
  • Watchlists
  • Screeners
  • Automation & alerts
  • Mobile app (coming soon)

Basic

For active investors who screen, track, and automate. Unlock full financial history, more AI prompts, and higher limits across screeners, watchlists, and automations.

$19/month

  • Everything in Free
  • Full financial history
  • Insights views: 3
  • CortexAI: 150 prompts/mo
  • Screeners: 3 saved, 3 custom
  • Watchlists: 3 (30 symbols each)
  • Watchlist views: 3
  • Automation rules: 6 recurring, 6 event, 12 one-time
  • Connectors: 2 email, 2 web, 2 mobile
  • Mobile app (coming soon)

Plus

For power users and pros who need scale. Max out AI usage, insights, and automations with the highest limits across the platform.

$59/month

  • Everything in Basic
  • Insights views: 10
  • CortexAI: 500 prompts/mo
  • Screeners: 10 saved, 10 custom
  • Watchlists: 10 (30 symbols each)
  • Watchlist views: 10
  • Automation rules: 20 recurring, 20 event, 40 one-time
  • Connectors: 4 email, 4 web, 4 mobile
  • Mobile app (coming soon)

Compare plans & features

Stock coverage
Free
2,500+ US stocks (Global: 150,000+ coming soon)
Basic
2,500+ US stocks (Global: 150,000+ coming soon)
Plus
2,500+ US stocks (Global: 150,000+ coming soon)
Financial statements history
Free
Last 5 years (Quarterly, Semi-Annual, Annual, LTM)
Basic
Full history (Quarterly, Semi-Annual, Annual, LTM)
Plus
Full history (Quarterly, Semi-Annual, Annual, LTM)
Financial Insights Views
Free
1
Basic
3
Plus
10
360° company view
Free
Included
Basic
Included
Plus
Included
CortexAI monthly prompts
Free
20 / month
Basic
150 / month
Plus
500 / month
Latest news summary (AI-generated)
Free
Included
Basic
Included
Plus
Included
News sentiment analysis
Free
Included
Basic
Included
Plus
Included
Saved screeners
Free
1
Basic
3
Plus
10
Custom screener views
Free
1
Basic
3
Plus
10
Watchlists
Free
1
Basic
3
Plus
10
Watchlists symbols
Free
10
Basic
30
Plus
30
Custom watchlist views
Free
1
Basic
3
Plus
10
Automation & Alerting engine
Free
Included
Basic
Included
Plus
Included
Recurring automation rules
Free
1
Basic
6
Plus
20
Event-driven automation rules
Free
1
Basic
6
Plus
20
One-time automation rules
Free
1
Basic
12
Plus
40
Alert connectors
Free
Included
Basic
Included
Plus
Included
Email alert connectors
Free
1
Basic
2
Plus
4
Web push alert connectors
Free
0
Basic
2
Plus
4
Mobile push alert connectors
Free
0
Basic
2
Plus
4
Mobile app access
Free
Coming soon
Basic
Coming soon
Plus
Coming soon
Features

Free

Basic

Plus

Stock coverage
2,500+ US stocks (Global: 150,000+ coming soon)
2,500+ US stocks (Global: 150,000+ coming soon)
2,500+ US stocks (Global: 150,000+ coming soon)
Financial statements history
Last 5 years (Quarterly, Semi-Annual, Annual, LTM)
Full history (Quarterly, Semi-Annual, Annual, LTM)
Full history (Quarterly, Semi-Annual, Annual, LTM)
Financial Insights Views
1
3
10
360° company view
Included
Included
Included
CortexAI monthly prompts
20 / month
150 / month
500 / month
Latest news summary (AI-generated)
Included
Included
Included
News sentiment analysis
Included
Included
Included
Saved screeners
1
3
10
Custom screener views
1
3
10
Watchlists
1
3
10
Watchlists symbols
10
30
30
Custom watchlist views
1
3
10
Automation & Alerting engine
Included
Included
Included
Recurring automation rules
1
6
20
Event-driven automation rules
1
6
20
One-time automation rules
1
12
40
Alert connectors
Included
Included
Included
Email alert connectors
1
2
4
Web push alert connectors
0
2
4
Mobile push alert connectors
0
2
4
Mobile app access
Coming soon
Coming soon
Coming soon

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