Pick your stack.
Terminal for serious investors. Advisor adds the client-management suite for professionals.
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
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.