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%. Every new account gets a 7-day Pro trial — no card required.

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 files / month (PPT / Word / Excel)
  • All 8 indicator dimensions
  • Unlimited long-term memory

Starter

For the active retail investor.

$15/mo

$12/mo billed annually ($144/yr)

Start with Starter
  • 200 conversations / month
  • 50 deep-research turns / month
  • 3 portfolios · 25 holdings each
  • 8 files / month
  • 1 watchlist · up to 20 symbols
  • Email support within 48h
Most popular

Pro

Best for daily analyst work.

$39/mo

$32/mo billed annually ($384/yr)

Go Pro
  • Advanced AI model
  • 1,000 conversations / month
  • 300 deep-research turns / month
  • 10 portfolios · 50 holdings each
  • 30 files / month
  • Auto-refresh quotes every 15 min
  • Export dashboard to a deck
  • Email support within 24h

Power

For power users and pros.

$129/mo

$104/mo billed annually · + usage overage

Talk to us
  • Everything in Pro, plus:
  • Unlimited conversations & research
  • Unlimited portfolios · 100 holdings
  • 100+ files / month
  • Real-time quotes on demand (5-min auto)
  • Unlimited dashboard exports
  • Shared Slack channel support

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

Frequently asked questions

Is there a free trial of Pro?
Every new account gets 7 days of full Pro access on signup — no credit card required. After the trial you choose your plan or stay on Free.
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 length, and always uses the Advanced AI model.
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.