Simple, Transparent Pricing

Professional research tools at accessible prices. Start free, upgrade when you're ready.

Free
$0/mo
Get started with the essentials

Get Started Free
Individual
$49/mo
For self-directed investors

Get Started
Adviser
$299/mo per user
Built for financial advisers — includes CRM, client portal & firm tools

Get Started
Enterprise
Custom
Contact us
For teams larger than 5

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Frequently Asked Questions

Can I switch plans at any time?
Yes. Upgrade or downgrade anytime from your Account Settings page. Upgrades take effect immediately. Downgrades take effect at the end of your current billing period, and you keep full access until then.
Is there a free trial?
You can start with our Free plan to explore core features, then upgrade to a paid plan when you're ready.
What payment methods do you accept?
All major credit cards (Visa, Mastercard, Amex) through Stripe. Annual plans can also be paid by invoice.
Do you offer refunds?
Yes. New paid subscriptions are eligible for a full refund within 14 days of the initial charge, provided you haven't materially used paid-tier features. Renewals are non-refundable. See our Terms of Service for full details.
Is my data secure?
Absolutely. We use AES-256 encryption, Azure SQL with TDE, and follow industry best practices. Your data is never shared with third parties.