Research with evidence. Decisions with context.

Analyze companies, track your portfolio and understand what changed — and why. Choose the workflow that fits how actively you invest.

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

$11.99/month

For independent investors who want full company analysis and portfolio tools.

✓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
✓40 AI research actions/month (Thesis, Chart, Portfolio, Scenario Assumptions)
✓AI News sentiment & summaries
✓Unlimited portfolio + performance, dividend tax & CSV export
✓💬 Private Discord community access

Pro

$19.99/month

For active investors who want the full SigmaThesis research and monitoring workflow.

✓Everything in Starter, plus advanced research and monitoring
✓🇬🇧 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
✓200 AI research actions/month (Thesis, Chart, Portfolio, Scenario Assumptions)
✓Dynamic Concentrated Growth Model Portfolio + rotation ledger
✓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

Feature	Free	Starter	Pro
S&P 500 Screener — browse stocks	✓ view all	✓ view all	✓ view all
Screener filtering & sorting	Locked	All filters · sorting	All 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 factors	Preview only	Preview 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 grid	Inner 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 research actions — Thesis, Chart, Portfolio, Daily Summary, Scenario Assumptions	3 / month	40 / month	200 / month
AI News sentiment & summaries	Raw headlines only	✓ AI-scored	✓ AI-scored
Sigma Score · canonical snapshot + targeted refresh	✓	✓	✓
Dynamic Concentrated Growth Model Portfolio · rotation board · model ledger	—	—	✓ full model
Transaction portfolio (buys, sells, dividends)	Up to 15 positions	Unlimited	Unlimited
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 + browser	Price moves only	Price + earnings + valuation	Price + earnings + valuation + Sigma delta
Background alert delivery — private Discord DM + email	—	—	✓
💬 Private Discord community	—	✓	✓
Priority support	—	—	✓

Common questions

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