Pricing
Individual analysts start free. Professional seats are $79 per user per month. Teams and committees contact us.
A research run is one AI request, such as a cited question, extraction, summary, or generated output.
Plans
Free
$0
Best for
Independent investors evaluating the workflow
- 15 workspaces
- 100 indexed documents
- 200 research runs per month
- SEC filing and research-pack access
- Cited research chat
- Research Grid, chart/CSV exports, and workflows within monthly run limits
Pro
$79/user/month
Best for
Professional individual analysts and serious independent investors
- Unlimited workspaces
- 500 indexed documents
- 5,000 research runs per month
- Research Grid
- Chart and CSV exports
- Advanced research models
- Personal workflow automation
Billed per user from account settings. The marketing site does not collect payment cards.
Team
Contact us
Best for
Investment teams, RIAs, family offices, and investment committees
Available today
- Shared rollout and onboarding
- Workspace collaboration with owner, editor, and viewer roles
- Team research workflows and output review statuses
Not available today
- Shared template library (templates are per user today)
- Org-wide admin, SSO, or VPC (not available)
Paid Team Pilot — starting at $3,000
90 days for up to five investment professionals, including onboarding, coverage setup, research-template configuration, and direct founder support.
Apply on the form. Payment is arranged after we confirm fit — this site does not run checkout for Team or pilot plans.