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Investment intelligence priced to fit

Three plans. Pick the one that matches how often you analyze stocks. Cancel anytime.

Free

$0forever

Try the platform — get a feel for the workflow.

  • Browse the full S&P 500 Screener (filtering locked)
  • Custom Sigma Score weighting on the Score tab
  • Fundamentals charts — revenue, FCF, margins & valuation multiples
  • Sensitivity Matrix — inner 3×3 preview
  • 3 AI Thesis lookups/month
  • Market news — raw headlines
  • Portfolio (up to 15) + performance & benchmark
  • Portfolio + watchlist sync

Starter

$8.99/month

For occasional investors who want the full screener + deep dives.

  • Full Screener filtering + sorting (standard Sigma Score)
  • 🇨🇦 Canadian market coverage (US + Canada)
  • Intrinsic Value — DCF + relative, with historical fair-value chart
  • Full 5×5 Sensitivity Matrix + 5-year Price Projection
  • 20 AI calls/month (Thesis, Chart, Portfolio, Guidance)
  • AI News sentiment & summaries
  • Unlimited portfolio + performance, dividend tax & CSV export
  • 💬 Private Discord community access
MOST POPULAR

Pro

$14.99/month

Unlimited everything for active investors and pros.

  • Everything in Starter, no limits
  • 🇬🇧 UK + all-markets coverage (US · Canada · UK)
  • Filter & rank the whole Screener by your custom Sigma Score
  • Factor Breakdown Filter — per-metric score customization
  • Unlimited 5×5 Sensitivity Matrix + Price Projection
  • Unlimited Intrinsic Value & historical fair-value analysis
  • Unlimited AI calls (Thesis, Chart, Portfolio, Guidance)
  • Background Smart Alerts — private Discord DM + email
  • Sigma delta + advanced alert types
  • Unlimited portfolio + performance, dividend tax & CSV export
  • 💬 Private Discord community access
  • Priority support

Plan comparison

FeatureFreeStarterPro
S&P 500 Screener — browse stocks✓ view all✓ view all✓ view all
Screener filtering & sortingLockedAll filters · sortingAll filters · sorting
Market coverage — 🇺🇸 US stocks
Market coverage — 🇨🇦 Canada
Market coverage — 🇬🇧 UK + all-markets view
Custom Sigma Score factor weighting (Score tab presets + sliders)
Factor Breakdown Filter — per-metric toggle & weighting within factorsPreview onlyPreview only✓ applied
Filter & rank the whole Screener by your custom Sigma Score
Fundamentals charts — revenue, FCF, margins, P/E · P/S · P/B · P/FCF vs history
Sensitivity Matrix (5×5) — DCF & P/E modes, full gridInner 3×3 · blurred prices✓ full grid✓ full grid
Exact Fair Value scenarios (Bear / Base / Bull / Your)
Price Projection chart — 5-year, per-scenario paths
Intrinsic Value — DCF + relative (sector medians), blended
Historical fair-value channel chart
AI calls — Thesis, Chart, Portfolio, Daily Summary, Guidance3 / month20 / monthUnlimited
AI News sentiment & summariesRaw headlines only✓ AI-scored✓ AI-scored
Sigma Score · live + nightly precompute
Transaction portfolio (buys, sells, dividends)Up to 15 positionsUnlimitedUnlimited
Portfolio Performance — 1D · 1W · 1M · 3M · YTD · 1Y · All + benchmark
Dividend withholding tax — configurable + retroactive
Cost-basis methods — FIFO / HIFO / LIFO
Tax export (realized gains + dividends, CSV/Excel)
Portfolio + Watchlist sync
Smart Alerts — in-app + browserPrice moves onlyPrice + earnings + valuationPrice + earnings + valuation + Sigma delta
Background alert delivery — private Discord DM + email
💬 Private Discord community
Priority support

Common questions

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Payments by Paddle as Merchant of Record. EU VAT + US sales tax handled.