Pick your stack.
Terminal for serious investors, Advisor for client management, Pro for the whole desk.
Terminal
Research, analyze, and automate — powered by AI.
- Real-time quotes, interactive charts & compare
- Company pages — financials, earnings, dividends, filings, options chain
- Stock screeners, saved scans, watchlists & portfolios
- News feeds with sentiment & social signals
- Calendars — earnings, dividends, IPOs, economic events
- Crypto, FX, commodities, ETFs & mutual funds
- Analyst recommendations & price target feeds
- AI Agents & AI Chat — research agents across filings, earnings calls, Fed speeches, 10-K reports
- Earnings Call Transcripts with AI-powered chat & summaries
- Machine Learning — linear regression, feature engineering, data files
- Backtest Lab & Strategy Tester — rules, overlays, equity curves
- Custom Formulas & Formula Scanner — your rules across the full universe
- Quant Tools — volatility estimation, Black-Scholes, spreads & ratios
- Market Events studies — event-driven price reaction analysis
- Scoring models & threshold-based alerting
- Institutional Holdings — allocations, top holdings, by company
- Aggregate & Time Series Analysis
- Priority API & CLI access
- Curated — internal recommendations, earnings highlights
Advisor
Everything in Terminal, plus the client-management suite.
- Client Portfolios — manage every client's accounts & holdings in one book
- Model Portfolios — build models and assign them across clients
- Proposals — rebalance & fee proposals to win and onboard clients
- Branded PDF reports — performance, allocation & risk, client-ready
- Portfolio & allocation snapshots — EOD history and drift tracking
- 3,000 AI credits / month — 2× Terminal, for report & proposal generation at scale
Pro
The full trading-desk OS for firms & teams.
- Team sharing & collaboration — shared watchlists, portfolios & resources across the desk
- Market Pulse — live, streaming market tape
- Real-time analytics tables — build & share live data grids
- Trading Journal — log trades, strategies & performance
- Advanced portfolio analytics — deeper attribution & risk
- Theme-based indices — thematic baskets across the universe
- Long-running AI automations & advanced CLI commands
- 10,000 AI credits / month — the heavy-AI tier for teams
- Supply / Demand information Soon
Compare every plan
From free research to a full trading-desk OS.
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Free
$0
|
Terminal
$99/mo
|
Advisor
$149/mo
|
Pro
$500/mo
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|---|---|---|---|---|
| AI | ||||
| Monthly AI credits | 25 | 1,500 | 3,000 | 10,000 |
| AI Agents, Chat & Filings RAG | — | ✓ | ✓ | ✓ |
| API & CLI access | — | ✓ | ✓ | ✓ |
| Advanced CLI commands | — | — | — | ✓ |
| Long-running AI automations | — | — | — | ✓ |
| Research & Quant | ||||
| Real-time quotes & charts | Limited | ✓ | ✓ | ✓ |
| Screeners, watchlists & portfolios | — | ✓ | ✓ | ✓ |
| Backtests, ML & quant tools | — | ✓ | ✓ | ✓ |
| Custom formulas & scoring | — | ✓ | ✓ | ✓ |
| Institutional holdings | — | ✓ | ✓ | ✓ |
| Market Regime (Market State) | — | ✓ | ✓ | ✓ |
| Theme-based indices | — | — | — | ✓ |
| Supply / Demand information | — | — | — | Soon |
| Advisor suite | ||||
| Client Portfolios, Proposals & Reports | — | — | ✓ | ✓ |
| Model Portfolios | — | — | ✓ | ✓ |
| Advanced portfolio analytics | — | — | — | ✓ |
| Desk & Team | ||||
| Team sharing & collaboration | — | — | — | ✓ |
| Market Pulse (live tape) | — | — | — | ✓ |
| Real-time analytics tables | — | — | — | ✓ |
| Trading Journal | — | — | — | ✓ |
| Support | ||||
| Support | Community | Priority email | Dedicated + onboarding | |
| Current | Choose | Choose | Choose | |
Upgrade or downgrade anytime, cancel from your account. Features marked “Soon” are on the near-term roadmap.
How AI usage works
Terminal includes 1,500 AI credits every month (Advisor includes 3,000). One balance powers every AI feature — Agent Chat, AI Agents & tasks, Workflows, Filings analysis, the CLI, MCP, and the Code Agent. Heavier actions spend a few more credits; quick ones spend one.
What a credit buys
What 1,500 credits gets you
Credits reset on the 1st of each month (unused monthly credits don't roll over). Need more? Buy top-up credit packs — top-ups never expire and are used only after your monthly allowance. The free plan includes 25 AI credits/month to try it out.