Plans & pricing

An AI analyst for the price of a few coffees.

Research, model, and draft equity work in plain English. Annual plans save 20%. Cancel anytime.

Free

Try the AI analyst.

$0/mo

No card required

Try free
  • 30 conversations / month
  • 5 deep-research turns / month
  • 1 portfolio · 10 holdings
  • 2 generated files / month (PPT / Word / Excel)
  • All 8 indicator dimensions
  • Unlimited long-term memory

Starter

For the active retail investor.

$12/mo

$144 billed annually

  • Everything in Free, plus:
  • 200 conversations / month
  • 50 deep-research turns / month
  • 3 portfolios · 25 holdings each
  • 8 generated files / month (PPT / Word / Excel)
  • Email support
Most popular

Pro

Best for daily analyst work.

$32/mo

$384 billed annually

  • Everything in Starter, plus:
  • 1,000 conversations / month
  • 300 deep-research turns / month
  • 10 portfolios · 50 holdings each
  • 30 generated files / month (PPT / Word / Excel)

Power

For power users and pros.

$104/mo

$1,248 billed annually

  • Everything in Pro, plus:
  • Unlimited conversations & research
  • Unlimited portfolios · 100 holdings
  • 100+ generated files / month (PPT / Word / Excel)
  • Priority email support

All 8 indicator dimensions and unlimited long-term memory are included on every plan.

Compare plans

Free$0Starter$15/moPro$39/moPower$129/mo
The AI assistant
Conversations / month302001,000Unlimited
Deep-research turns / month550300Unlimited
Specialised workflows (DCF, X research)
Long-term memoryUnlimitedUnlimitedUnlimitedUnlimited
Documents
Files / month (PPT · Word · Excel)2830100+
Download links retained7 days7 days7 days7 days
Portfolios
Portfolios1310Unlimited
Holdings per portfolio102550100
Quote refreshOn-demandOn-demandOn-demandOn-demand
Indicators dashboard
MACD (trend)
Moving averages — MA
RSI (momentum)
KDJ (stochastic)
Bollinger Bands — BOLL
ADX (trend strength)
Volume
Money flow (est.)
Export dashboard (PPT / Word / Excel)
Markets & languages
Market coverage (US · HK · A-share)
Output languages8888
Support
SupportCommunityEmailEmailPriority email
Cancel anytime

Frequently asked questions

What counts as one "conversation"?
One back-and-forth thread with the AI on a topic — including follow-ups and tool calls inside that thread. We count the whole thread as one conversation against your monthly quota.
How does file generation work?
Ask the AI to make a PowerPoint, Word, or Excel file. We generate it, host it on Cloudflare R2, and give you a 7-day download link in chat. Each file counts as one against your monthly quota regardless of how many slides, pages, or rows it contains.
Can I switch between monthly and annual billing?
Yes, any time. Monthly → annual charges a prorated annual amount and shifts your renewal date. Annual → monthly takes effect at your next renewal.
Will my data carry over if I upgrade or downgrade?
Yes. Portfolios, holdings, memory entries, and conversation history move with your account. If you downgrade past a limit, older data becomes read-only until you remove some or upgrade — nothing is deleted.
What payment methods do you accept?
Major credit cards via Stripe. Local methods (Alipay, WeChat Pay) for supported regions are on the roadmap.