Simple, transparent pricing

Start with a free trial. No hidden fees. Cancel anytime.

14-day free trial

Individual Investors

Institutional-grade analytics for self-directed investors.

$35/ mo
  • Portfolio tracking across all brokerages
  • AI Buy / Hold / Sell signals
  • Tax Helper with wash-sale detection
  • NAV history and drawdown charts
  • Position correlation matrix
  • Realized & unrealized gains reporting
  • Dividend tracking
  • Goal-based planning tools
  • Email support
  • Team collaboration
  • Multi-agent AI workflows
  • Dedicated account manager

Starter

For individual analysts and small teams getting started.

$99/ mo
  • Up to 5 users
  • 3 industry modes
  • Core financial models: DCF, LBO, 3-statement
  • AI Analyst (50 queries/month)
  • Deal pipeline tracking
  • Basic portfolio analytics
  • 10 GB document storage
  • Email support (48h SLA)
  • CSV and Excel export
  • Multi-agent AI workflows
  • Custom integrations
  • Dedicated account manager
Most popular

Professional

The full platform for growing finance teams.

$299/ mo
  • Up to 25 users
  • All 9 industry modes
  • 63+ financial models
  • Multi-agent AI workflows
  • AI Due Diligence Agent
  • AI Research Agent (unlimited)
  • Advanced analytics and charts
  • 100 GB document storage
  • Priority support (4h SLA)
  • API access
  • Custom integrations
  • SSO / SAML
  • Dedicated account manager
  • On-premise deployment
Custom pricing

Enterprise

Custom deployment for large organizations.

Custom
Contact Sales
  • Unlimited users
  • All Professional features
  • Dedicated account manager
  • Unlimited storage
  • 24/7 phone & Slack support
  • Custom AI model training
  • On-premise or private cloud deployment
  • SLA guarantee (99.9% uptime)
  • Custom integrations
  • Advanced compliance & audit trails
  • Custom reporting and branding
  • Quarterly business reviews

SOC 2 / ISO partners

Inherited from subprocessors

99.9% uptime

SLA-backed reliability

AI-powered

Multi-agent workflows

Audit trails

Full compliance support

Compare plans

Full feature breakdown across all plans.

FeatureInvestorsStarterProfessionalEnterprise
Users1Up to 5Up to 25Unlimited
Industry modes1 (Investors)3All 9All 9 + custom
Financial modelsPortfolio toolsCore (DCF, LBO)63+ models63+ + custom
AI Analyst queriesUnlimited50 / monthUnlimitedUnlimited
Multi-agent AI
Deal pipeline
Document storage5 GB10 GB100 GBUnlimited
API access
SSO / SAML
Custom integrations
Dedicated account manager
On-premise deployment
Support SLAEmail48 hours4 hours24/7 phone + Slack

Frequently asked questions

Everything you need to know about pricing and plans.

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Need a custom deployment?

Large teams, private cloud, custom integrations, or compliance requirements? We'll build a solution that fits — with a dedicated account team and SLA guarantee.