Choose Your Research Plan
- 5/week Intrinsic Values
- 1 Watchlist
- 3/week Stock Reports
- 20 Stocks per watchlist
- Unlimited Stock Analyses
- Unlimited Watchlists
- Unlimited Stocks per watchlist
- DCF with Sensitivity Analysis
- Priority Email Support
- 15/week Stock Reports
- 5 Watchlists
- 50 Stocks per watchlist
- Basic DCF Models
- Email Support
Full Feature Comparison
| Feature | Free | Premium | Unlimited |
|---|---|---|---|
| Stock Reports | 3/week | 15/week | Unlimited |
| Intrinsic Values | 5/week | Unlimited | Unlimited |
| AI Assistant Prompts | 3/week | 20/week | Unlimited |
| Investment Journal | |||
| Watchlist Alerts | |||
| Price Alerts | |||
| Valuation Backtest | 15/week | Unlimited | |
| Shareholder Yield | 15/week | Unlimited | |
| Dividend Safety Rate | 15/week | Unlimited | |
| Stock Screener | 50 results | Unlimited | Unlimited |
| Stock Screener Alerts | |||
| Watchlists | 1 | 5 | Unlimited |
| Stocks per watchlist | 20 | 50 | Unlimited |
Frequently asked questions
How does the Free plan work?
Our Free plan gives you access to basic stock analysis tools with 5 analyses per month, fundamental data, and educational resources. Perfect for learning value investing principles without any commitment.
Can I cancel my subscription anytime?
Yes, you can cancel your Premium or Unlimited subscription at any time from your account settings. Your access continues until the end of your current billing period, and you can always downgrade to our Free plan.
What's included in the 7-day free trial?
New users get full access to Premium features for 7 days, including unlimited stock analyses, advanced DCF models, earnings transcripts, and all historical data. No credit card required to start.
Can I upgrade or downgrade my plan?
Absolutely! You can change your plan anytime. Upgrades are immediate, and downgrades take effect at your next billing cycle. All your data and analysis history is preserved.
Do you offer refunds?
We offer a 30-day money-back guarantee for annual subscriptions. For monthly plans, you can cancel anytime to avoid future charges. Contact support for specific refund requests.
How accurate is your financial data?
We source data from premium financial data providers with 99.9% accuracy. All financial statements, ratios, and market data are updated in real-time and verified for accuracy.
Is there a discount for annual billing?
Yes! Annual subscribers save approximately 8% compared to monthly billing. Premium annual is $110 (vs $120 monthly) and Unlimited annual is $165 (vs $180 monthly).
What support do you provide?
Free users get community support and documentation. Premium users receive priority email support with 24-hour response time. Unlimited users get dedicated phone and chat support with same-day response.