Starter: $1,450/month (up to 15 active explorers, unlimited viewer users); Growth: $2,550/month (25 active explorers included, $30/mo for additional explorers); Custom: Contact for custom plans with advanced features and dedicated support.
Key features
Stock Search
Screeners
Charts
Dashboards
Portfolios
Model Builder with machine learning algorithms
SEC filings and earnings transcripts
AI research reports
Factor analysis
Institutional and insider ownership data
Explainable AI answers with transparent reasoning
Governed semantic layer with metrics and relationships
Permission-aware access control
No-code analysis and exploration
Integration with Slack and Claude
SQL code blocks and developer tools
Query caching and usage analytics
Automated alerting and recurring reports
What makes it different
Structured financial data directly from source filings with full traceability
Built-in machine learning with 26+ algorithms for model comparison
Unlimited charts, dashboards, screeners and portfolios with no holdings cap
Data updated as filings and markets release new information
Global financial data across multiple exchanges and markets
AI agent that understands governed metrics and definitions without guessing
Metrics that survive product changes and remain consistent
Fully explainable analysis with transparent reasoning chain
Living documents that maintain explainability when shared