AlgoForgeX Subscription Plans
Professional research tools at accessible prices. Start free, upgrade when you're ready. No contracts, switch tiers any time.
Most Popular
Basic
Free
forever
Get started with the essentials.
Get Your Bearings
Follow tickers, ask the AI, try paper trading.
What's included
- Track up to 5 tickers
- 5 AI research calls a day
- Paper trading & 2 watchlists
Individual
$49
/mo
For self-directed investors.
Use the Data
Smart watchlists, portfolios, correlations, your first backtest.
Everything in Basic, plus
- 50 tickers, 25 AI calls a day
- Smart Watchlists & up to 5 portfolios
- Backtesting, Tax & Fixed Income
Pro
$149
/mo
Full power for serious investors.
Edge Cases
Multi-perspective AI, forecast chains, risk analytics, macro.
Everything in Individual, plus
- Unlimited tickers, 100 AI calls a day
- Intelligence, Forecasts & Trade Ideas
- Risk, Options & crypto research
Adviser
$299
/mo per user
Built for financial advisers, CRM, client portal, firm tools.
Build Your Practice
Clients, firm setup, white-label reports, compliance.
Everything in Pro, plus
- Up to 5 seats & 100 clients
- Client portal & management
- White-label reports & compliance
Limits
Tickers tracked
5
50
Unlimited
Unlimited
AI research calls / day
5
25
100
250
Portfolios
1
5
20
100
Watchlists
2
10
50
Unlimited
Saved strategies
0
10
50
200
Features
Smart Watchlists
✓
✓
✓
Backtesting
✓
✓
✓
Tax Analytics
✓
✓
✓
Fixed Income suite
✓
✓
✓
Asset & Net Worth
✓
✓
✓
Intelligence Dashboard
✓
✓
ML Forecasts
✓
✓
AI Trade Ideas
✓
✓
AI Portfolio Assistant
✓
✓
Risk Analytics
✓
✓
Options Analytics
✓
✓
Bitcoin Research
✓
✓
Ethereum Research
✓
✓
Macro Browser
✓
✓
Model Portfolios
✓
✓
Client Management
✓
Client Portal
✓
White-label Reports
✓
Compliance Dashboard
✓
Compare all plans
| Feature | Basic | Indiv | Pro | Adv |
|---|---|---|---|---|
| Limits | ||||
| Tickers tracked | 5 | 50 | Unlimited | Unlimited |
| AI research calls / day | 5 | 25 | 100 | 250 |
| Portfolios | 1 | 5 | 20 | 100 |
| Watchlists | 2 | 10 | 50 | Unlimited |
| Saved strategies | 0 | 10 | 50 | 200 |
| Features | ||||
| Smart Watchlists | ✓ | ✓ | ✓ | |
| Backtesting | ✓ | ✓ | ✓ | |
| Tax Analytics | ✓ | ✓ | ✓ | |
| Fixed Income suite | ✓ | ✓ | ✓ | |
| Asset & Net Worth | ✓ | ✓ | ✓ | |
| Intelligence Dashboard | ✓ | ✓ | ||
| ML Forecasts | ✓ | ✓ | ||
| AI Trade Ideas | ✓ | ✓ | ||
| AI Portfolio Assistant | ✓ | ✓ | ||
| Risk Analytics | ✓ | ✓ | ||
| Options Analytics | ✓ | ✓ | ||
| Bitcoin Research | ✓ | ✓ | ||
| Ethereum Research | ✓ | ✓ | ||
| Macro Browser | ✓ | ✓ | ||
| Model Portfolios | ✓ | ✓ | ||
| Client Management | ✓ | |||
| Client Portal | ✓ | |||
| White-label Reports | ✓ | |||
| Compliance Dashboard | ✓ | |||
Each plan unlocks a learning track designed for it
A guided path through AlgoForgeX, paced for where you are. Auto-completes as you use the platform.
All paid tiers include AI research, near real-time market data, and the learning track for your plan. Upgrade or downgrade in two clicks.
Need more than 5 seats, SSO, or custom integrations? Contact us about Enterprise →
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 Basic (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? ▼
Yes. Sensitive data is encrypted at rest with AES-256 column encryption, the database itself is encrypted with transparent data encryption, and access runs through managed identities on enterprise cloud infrastructure. Your data is never shared with third parties.