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10 Years & 6 Quarters of Financials
2 Years & 2 Quarters of KPI Data
1 Dashboard & 30 Rows
1 Event (Calls, Transcripts & Slides)
1 Year & 1 Quarter of Estimates
Your information edge
/Month
Everything in Free +
15 Years & 20 Quarters of Financials
10 Years & 15 Quarters of KPI Data
3 Years & 5 Quarters of Adjusted Figures
10 Dashboards & 100 Rows
10 Events (Calls, Transcripts & Slides)
2 Years & 4 Quarters of Estimates
Portfolio Stats
Curated News & Notifications
Equity Research
Estimate Revisions
For full time investing
/Month
Everything in Pro +
20+ Years & 40+ Quarters of Financials
15+ Years & 20+ Quarters of KPI Data
5 Years & 20 Quarters of Adjusted Figures
Unlimited Dashboards & Rows
Unlimited Events (Calls, Transcripts & Slides)
3 Years & 5 Quarters of Estimates
Portfolio Stats
Curated News & Notifications
Equity Research
Estimate Revisions
Data Auditability to Filing
Export & Download Data
As Reported & Standardized Financials
Team Billing & Onboarding
Custom Contracts
For platform builders. Institutional accuracy with instant delivery.
Data Api
Full Financials & Ratios
Source to Filings (img, PDF)
Segments & KPIs
Stock Prices (EOD & 15 Min Delay)
Adjusted Metrics
Filings
Feature | Free | Pro | Enterprise |
|---|---|---|---|
Stocks, ETFs & Funds Coverage | Global Markets (100,000+) | Global Markets (100,000+) | Global Markets (100,000+) |
Segments & KPIs Coverage | 2,250+ | 2,250+ | 2,250+ |
Financials & Ratios - Annual Periods | 10 | 15 | 20+ |
Financials & Ratios - Quarterly Periods | 6 | 20 | 40+ |
Segments & KPIs - Annual Periods | 2 | 10 | 15+ |
Segments & KPIs - Quarterly Periods | 2 | 15 | 20+ |
Adjusted Figures - Annual periods | — | 3 | 5 |
Adjusted Figures - Quarterly periods | — | 5 | 20 |
As-Reported Financials & Dropdowns | — | — | ✓ |
Dashboards | 1 | 10 | Unlimited |
Dashboard Rows | 30 | 100 | 250 |
Notifications | — | ✓ | ✓ |
Monthly AI Copilot Prompts | 10 | 250 | Unlimited |
Portfolio Statistics | ✓ | ✓ | ✓ |
Curated News | — | ✓ | ✓ |
Equity Research (Morningstar, AI) | — | ✓ | ✓ |
AI Summaries | ✓ | ✓ | ✓ |
Custom AI Summaries (includes screening) | — | ✓ | ✓ |
Analyst Estimates - Annual Periods (Forward) | 1 | 2 | 3 |
Analyst Estimates - Quarterly Periods (Forward) | 1 | 4 | 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 |
Company Events & Conferences | 1 | 10 | Unlimited |
Filings | 1 | 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 | — | — | ✓ (US Stocks) |
Export & Download Data | — | — | ✓ (US Stocks) |
Adjusted Metrics | — | — | ✓ (US Stocks) |
Team Billing & Onboarding | — | — | ✓ |
Custom Contracts | — | — | ✓ |
Excel Add-In | — | — | ✓ (Coming Soon) |