Institutional-grade research and AI, at every tier — whether you're learning the markets or building serious analytical workflows.
Best for individual investors and casual research.
Includes
For active investors seeking professional-grade research tools.
Everything in Free, plus
The ultimate toolkit for power users and professional analysts.
Everything in Pro, plus
Max-tier tools for students building toward finance careers.
Everything in Max
Free
Pro
Max
Student
Price data
US vs global / non-US equities
Asset-class breadth
Core financial statements (IS/BS/CF)
Financial history depth — US
Standardized vs as-reported financials
Visual financials (Sankey, charts)
Filing archive depth
Transcript access + history depth
Symbol holders table
Deep links to source filing
Screener access
Non-US universe in screener
Saved screeners (tabs)
Number of portfolios
Holdings per portfolio
Factor modeling — target variables
Factor analysis — history depth
Dashboards / Widgets
Priority support