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Save up to 20% by paying yearly - 2 months free
5 Years & 6 Quarters of Financials
2 Years & 2 Quarters of KPI Data
1 Dashboard & 30 Rows
3 Events (Calls, Transcripts & Slides)
1 Year & 1 Quarter of Estimates
10 Years & 12 Quarters of Financials
5 Years & 6 Quarters of KPI Data
5 Dashboards & 50 Rows
10 Events per Company (Calls, Transcripts & Slides)
2 Years & 3 Quarters of Estimates
Portfolio Stats & Notifications
Equity Research
20+ Years & 40+ Quarters of Financials
12+ Years & 16+ Quarters of KPI Data
Unlimited Dashboards & Rows
Unlimited Events (Calls, Transcripts & Slides)
3 Years & 5 Quarters of Estimates
Portfolio Stats & Notifications
Equity Research
Estimate Revisions
20+ Years & 40+ Quarters of Financials
12+ Years & 16+ Quarters of KPI Data
Unlimited Dashboards & Rows
Unlimited Events (Calls, Transcripts & Slides)
3 Years & 5 Quarters of Estimates
Portfolio Stats & Notifications
Equity Research
Estimate Revisions
Data Auditability to Filing
Export & Download Data
As Reported & Standardized Financials
Team Billing & Onboarding
Custom Contracts
Free
Powerful tools, for free
Free 2 Week Pro Trial
Plus
Better investment research
$24
/Month
Everything in Free +
Pro
Your information edge
$64
/Month
Everything in Plus +
Enterprise
For professional investing
$199
/Month
Everything in Pro +
Feature | Free | Plus | Pro | Enterprise |
|---|---|---|---|---|
Stocks, ETFs & Funds Coverage | Global Markets (100,000+) | Global Markets (100,000+) | Global Markets (100,000+) | Global Markets (100,000+) |
Segments & KPIs Coverage | 2,250+ | 2,250+ | 2,250+ | 2,250+ |
Financials & Ratios - Annual Periods (Table) | 5 | 10 | 10 (20 for US Stocks) | 10 (20 for US Stocks) |
Financials & Ratios - Quarterly Periods (Table) | 6 | 12 | 12 (40 for US Stocks) | 12 (40 for US Stocks) |
Financials & Ratios - Annual Periods (Charts) | 5 | 10 | 20 | 20 |
Financials & Ratios - Quarterly Periods (Charts) | 6 | 12 | 40 | 40 |
Segments & KPIs - Annual Periods | 2 | 5 | 12+ | 12+ |
Segments & KPIs - Quarterly Periods | 2 | 6 | 20+ | 20+ |
Dashboards | 3 | 5 | Unlimited | Unlimited |
Dashboard Rows | 30 | 50 | 250 | 250 |
Notifications | ✓ | ✓ | ✓ | ✓ |
Monthly AI Copilot Prompts | 10 | 100 | 500 | Unlimited |
Portfolio Statistics | ✓ | ✓ | ✓ | ✓ |
Equity Research (Morningstar, AI) | — | ✓ | ✓ | ✓ |
AI Summaries | ✓ | ✓ | ✓ | ✓ |
Custom AI Summaries (includes screening) | — | ✓ | ✓ | ✓ |
Analyst Estimates - Annual Periods (Forward) | 1 | 2 | 3 | 3 |
Analyst Estimates - Quarterly Periods (Forward) | 1 | 3 | 5 | 5 |
Analyst Estimates - Revisions | — | — | ✓ | ✓ |
Analyst Price Targets | — | ✓ | ✓ | ✓ |
Analyst Ratings | — | ✓ | ✓ | ✓ |
Stock Screener | ✓ | ✓ | ✓ | ✓ |
DCF Modeling | ✓ | ✓ | ✓ | ✓ |
Dividends | ✓ | ✓ | ✓ | ✓ |
Industry Comparison | ✓ | ✓ | ✓ | ✓ |
Investor Holdings | ✓ | ✓ | ✓ | ✓ |
Ownership (Insiders, Trades, Holders) | ✓ | ✓ | ✓ | ✓ |
Investor Relations (Earnings Calls, Transcripts, Slides) | 1 | 10 | Unlimited | Unlimited |
Company Events & Conferences | 1 | 10 | Unlimited | Unlimited |
Filings | 1 | 10 | Unlimited | Unlimited |
Common Size Financials | ✓ | ✓ | ✓ | ✓ |
Custom Metrics | ✓ | ✓ | ✓ | ✓ |
Earnings Calendar | ✓ | ✓ | ✓ | ✓ |
Hedge Fund Letters | ✓ | ✓ | ✓ | ✓ |
Business Owner Mode | — | ✓ | ✓ | ✓ |
Brand Kit (Custom Chart Colours & Logo) | — | — | ✓ | ✓ |
Request Segments & KPIs Coverage | — | — | ✓ | ✓ |
Click-thru Audit to Filing | — | — | — | ✓ |
Export & Download Data | — | — | — | ✓ |
As Reported & Standardized Financials | — | — | — | ✓ |
Team Billing & Onboarding | — | — | — | ✓ |
Custom Contracts | — | — | — | ✓ |