Pricing · Research Platform
Pick the desk you sit at.
01 — Compare the tiers
Free
For anyone researching a company
$0
Always free
Core research to get you started — genuinely useful, free forever.
- →Real SEC-parsed financials — 7 years of annual statements
- →Live quotes, charts, technicals and Alan Scores
- →Screener with every filter and 1 saved screen
- →3 watchlists, 1 portfolio, 3 backtests a day
- →Congressional trades, superinvestors and the world intel map
Most popular
Pro
For one investor running their own money
$29.99/mo
/ month
The complete research terminal for one investor.
- →Import your holdings from 18 broker formats and see every position in one place
- →Track 5 portfolios with cost basis, attribution, and up and down capture
- →Know which of your holdings sit in a region or shipping corridor that is currently flagged
- →15 years of SEC-parsed fundamentals, quarter by quarter
- →The ALAN Indicator: patterns and signals calibrated on 20 years of market history
- →Full options analytics, including higher-order Greeks
- →50 alerts and a 500-result screener with every filter
- →Every certification course included (Series 65, SIE)
Intelligence
For the individual who wants everything
$99.99/mo
/ month
Everything PRO has, without limits — plus the geopolitical exposure read on your own holdings, the deep portfolio math, and the prediction-market intelligence.
- →See how hard global events are hitting the companies you hold, scored name by name
- →Everything in PRO, plus 25 years of fundamentals
- →Unlimited portfolios, watchlists, alerts, and screens
- →IV surface (3D), strategy backtest, Monte Carlo VaR, efficient frontier
- →Sanctions delta monitor and live-tracked satellite catalog
- →Macro desk built on live Federal Reserve data
Enterprise
For a whole firm, with a contract
From $1,999/mo
Custom contract · contact sales
The Research platform for whole desks — seats, API, SSO, and an SLA.
- →Everything in INTELLIGENCE, plus seats for your whole team
- →API access for programmatic data pulls
- →White-label deployments and SSO
- →Audit logs and custom reporting
- →SLA, dedicated support, and onboarding
✓ Start free — no credit card✓ Cancel anytime✓ 14-day free trial on paid plans, card required
The Brief is the paid daily read. The sample is live, honest, and needs no account.
01b — The step up to IntelligenceOne person, no limits
Pro is the full research terminal for one investor, with limits sized for one investor. Intelligence is the same terminal for the same one person with the limits taken off — unlimited portfolios, watchlists, alerts and screens, 25 years of statements instead of 15, and the intel layer Pro does not include: your holdings read against global events, Monte Carlo retirement modeling, and the prediction-market deep-dives. It is $99.99 a month — step up when you hit the ceilings, not before.
| Pro | Intelligence | |
|---|---|---|
| Statement history | 15 years | 25 years |
| Alerts | 50 | Unlimited |
| Watchlists | 10 | Unlimited |
| Seats | One person | One person |
| Monte Carlo retirement modeling | Not included | Included |
| Prediction-market wallet deep-dives and cross-signals | Not included | Included |
02 — Compare every featureEvery capability · every tier
The complete access map, straight from the same source the product enforces — what you see here is exactly what each plan does.
| Capability | FREE $0 The daily driver | PRO $29.99/mo The power layer | INTELLIGENCE $99.99/mo The no-limits layer | ENTERPRISE Custom The org layer |
|---|---|---|---|---|
| Company researchSEC-parsed fundamentals, valuation and analysis for every covered company. | ||||
| Stock workspace Overview, statements, ratios, valuation, insiders, 13F, Congress and news for every covered company. | Included | Included | Included | Included |
| Company lookups No daily lookup caps — research as many companies as you want, on every tier. | Unlimited | Unlimited | Unlimited | Unlimited |
| Financial statement history How far back the income statement, balance sheet and cash-flow data goes. | 7 years | 15 years | 25 years | 25 years |
| ALAN Indicator In-house pattern detection + backtest-calibrated BULL/BEAR signals. | — | Full conviction, likelihoods, scanner, screener columns | Included | Included |
| Quarterly statements 10-Q data — quarterly revenue, EPS and margin trends between annual reports. | — | Included | Included | Included |
| Company-issued guidance What the company itself told the market to expect, read straight from its filings. | Included | Included | Included | Included |
| Guidance revision history Every raise, cut and withdrawal, and the figures each one replaced. | — | The full revision trail behind it | Included | Included |
| Reconstructed history archive Valuation as it stood on past dates, rebuilt from the filings that existed back then rather than today's restated ones. | — | The full archive back to 2019 | Included | Included |
| Financials export Download statements and ratios as CSV for your own models. | — | Included | Included | Included |
| ETF research Compare ETFs, performance and holdings. | Included | Included | Included | Included |
| ALAN Scores Proprietary 0-100 quality, value, moat, risk and cycle scores across coverage. | Included | Included | Included | Included |
| Technical analysis MA, RSI, MACD, Bollinger, ADX, ATR and squeeze detection on any ticker. | Included | Included | Included | Included |
| Live quotes Live cached prices on every surface of the site. | Included | Included | Included | Included |
| ChartsThe full-screen chart workspace — indicators, drawings, layouts. | ||||
| Chart workspace Full-screen charting with indicators and drawing tools. | Included | Included | Included | Included |
| Chart history depth How far back daily and weekly price history goes on the chart. | 5 years | 10 years | 25 years | 25 years |
| Saved chart layouts Named indicator + drawing setups you can save and reload later. | 4 layouts | Unlimited | Unlimited | Unlimited |
| Chart panes Indicators in their own panes — RSI, MACD and volume side by side. | 1 pane | 4 panes | 8 panes | Unlimited |
| Compare overlays Symbols you can overlay on one chart for relative performance. | 1 overlay | 5 overlays | Unlimited | Unlimited |
| ScreenerFilter the market by fundamentals, technicals and momentum. | ||||
| Stock screener Every filter — fundamentals, technicals, momentum — on every tier. | Included | Included | Included | Included |
| Results per screen How many matches a single screen can return. | 50 results | 500 results | 2000 results | Unlimited |
| Saved screens Screening setups you can save and re-run. | 1 saved screen | Unlimited | Unlimited | Unlimited |
| Screener export Download full screen results as CSV. | — | Included | Included | Included |
| AlertsPrice, earnings, insider, IV and news triggers, delivered where you work. | ||||
| Active alerts Standing alerts watching the market for you around the clock. | 1 alert | 50 alerts | Unlimited | Unlimited |
| Trigger types Price, earnings, insider-trade, IV-breakout, news-spike and pattern-setup conditions. | — | All trigger types | Included | Included |
| Realtime alert delivery Alerts sent the moment they fire. Without it, fires still reach you — batched into the daily digest email and shown in the fired feed. | — | The moment it fires | Included | Included |
| Delivery channels Email and push, plus Slack, Discord, webhook and SMS delivery. | — | Email, push, Slack, Discord, webhook, SMS | Included | Included |
| Portfolio & watchlistsTrack, test and risk-manage your actual money. | ||||
| Portfolios Real portfolios tracked with time-honest, anti-backdated performance. | 1 portfolio | 5 portfolios | Unlimited | Unlimited |
| Watchlists Symbol lists with live quotes. | 3 lists | 10 lists | Unlimited | Unlimited |
| Symbols per watchlist How many tickers each list can hold. | 10 symbols | 50 symbols | Unlimited | Unlimited |
| Portfolio Lab Hypothetical portfolios, allocation testing and rebalance simulation. | — | Included | Included | Included |
| Backtests Test strategies and allocations against real history. | 3 runs per day | 25 runs per day | Unlimited per day | Unlimited per day |
| Saved investment scenarios What-if scenarios you can save and revisit. | 3 scenarios | Unlimited | Unlimited | Unlimited |
| Risk analytics VaR, expected shortfall, beta and drawdown for any ticker or portfolio. | Included | Included | Included | Included |
| Monte Carlo VaR Simulation-based portfolio risk beyond parametric VaR. | — | — | Included | Included |
| Efficient frontier Allocation optimization across your holdings. | — | — | Included | Included |
| Options analyticsChains, Greeks, scanners and strategy modeling. | ||||
| Options chains Full chains with Greeks, IV and open interest. | Included | Included | Included | Included |
| Strategy builder Build spreads and model payoff before you trade. | Included | Included | Included | Included |
| Full strategy library Every multi-leg template, not just the core set. | — | Included | Included | Included |
| Advanced pricing models Heston stochastic-vol and Monte Carlo pricing beyond Black-Scholes. | — | Included | Included | Included |
| Higher-order Greeks Vanna, charm, vomma — how your Greeks themselves move. | — | Included | Included | Included |
| Options intel overview IV vs HV ratio and realized earnings-move history per ticker. | Included | Included | Included | Included |
| Earnings move scanner Implied vs historical earnings moves across the market. | — | Included | Included | Included |
| Unusual activity scanner Volume and OI anomalies that flag institutional positioning. | — | Included | Included | Included |
| 3D IV surface The whole volatility surface, not one expiry at a time. | — | — | Included | Included |
| Multi-leg P&L surface P&L across price and time for the whole position at once. | — | — | Included | Included |
| Options strategy backtest Test option structures against realized history. | — | Included | Included | Included |
| Ideas & signalsCurated picks, congressional trades, superinvestor filings and community portfolios. | ||||
| Top picks Curated picks with live performance vs the S&P 500. | Preview of current picks | Included | Included | Included |
| Full pick list & record Every current and past pick with its complete track record. | — | Included | Included | Included |
| Analyst notes The reasoning behind each pick, not just the ticker. | — | Included | Included | Included |
| Picks export Download the pick history as CSV. | — | Included | Included | Included |
| Picks backtest Replay the pick methodology against history. | — | — | Included | Included |
| AI Analysis index Every current AI-written read in one list - theses, earnings reads, move banners and the macro read - each linking to its full analysis. | — | Included | Included | Included |
| Weekly analyst letter archive Every published issue of the Sunday analyst letter, kept in full with its sources. | — | Included | Included | Included |
| Congressional trades Stock trades by members of Congress, parsed from official disclosures. | Included | Included | Included | Included |
| Politician ticker watch Get notified when Congress trades a symbol you follow. | — | Included | Included | Included |
| Congressional follow alerts Follow members of Congress and get their newly disclosed trades by email. | 1 politician, end-of-day digest | Unlimited, real-time | Unlimited, real-time | Unlimited, real-time |
| Congressional trades export Download disclosure data as CSV. | — | Included | Included | Included |
| Superinvestors 13F holdings and moves from 24 curated funds. | Included | Included | Included | Included |
| Dossiers Standing research files on the themes you follow. | Included | Included | Included | Included |
| Market insight charts A 50+ chart library of historical context for today's headlines. | Included | Included | Included | Included |
| Global intelligenceMacro, world trade and the live geopolitical intel map. | ||||
| Macro brief Yield curve, inflation, recession signals and Fed policy in one view. | Included | Included | Included | Included |
| Global trade Freight, commodities, FX and trade flows, terminal-dense. | Included | Included | Included | Included |
| World intel map The live geopolitical monitor on a world map. | Included | Included | Included | Included |
| Flagged exposure in your portfolio Which of your holdings sit in a region or shipping corridor that is currently flagged. | — | Included | Included | Included |
| Chokepoint monitor Status and disruption flags on the world's critical shipping chokepoints. | — | — | Included | Included |
| GPS jamming feed Live GPS interference zones that flag conflict and shipping risk. | — | — | — | — |
| Commodity flows Origin-to-destination flow maps for global commodities. | — | — | Included | Included |
| Supply-chain alerts Disruptions mapped to the holdings they actually touch. | — | — | — | — |
| Geopolitical sector risk Which sectors today's events pressure, scored. | — | — | — | — |
| Daily brief (reduced) The morning read every day — market open, your watchlist movers, your reading streak, a lesson, and any alert that fired. | Included | Included | Included | Included |
| Daily brief (full) Adds the seven modules that read your own holdings — portfolio profit and loss, position analysis, sector exposure, your earnings and macro calendar, options flow, scenarios and the heat index. | — | Included | Included | Included |
| Macro scenarios Probability trees for events that move markets. | Included | Included | Included | Included |
| Prediction marketsEvent-market odds, smart-money flow and anomaly detection. | ||||
| Markets brief Event-market odds across politics, macro and world events. | — | Included | Included | Included |
| Anomaly feed Odd price moves and volume spikes flagged automatically. | — | Included | Included | Included |
| Wallet clusters Coordinated-wallet groups revealed across markets. | — | — | Included | Included |
| Smart-money flow What historically-right wallets are buying now. | — | — | Included | Included |
| Wallet deep dive Full position history for any tracked wallet. | — | — | Included | Included |
| Cross-market signals When event odds and equity prices disagree. | — | — | Included | Included |
| Planning & retirementLong-horizon planning, federal and military retirement, budgeting. | ||||
| Master financial plan Retirement, household and long-horizon wealth in one profile. | Included | Included | Included | Included |
| Retirement calculator Project savings, spending and retirement dates. | Included | Included | Included | Included |
| Federal & military retirement FERS, CSRS, BRS, TSP and VA disability modeling — free for those who serve. | Included | Included | Included | Included |
| Tax-optimized withdrawals Withdrawal sequencing and Roth conversion modeling. | — | Included | Included | Included |
| Retirement Monte Carlo Thousands of simulated market paths against your plan. | — | — | Included | Included |
| Dynasty planner Multi-generational wealth transfer modeling. | — | — | Included | Included |
| Shared budget Household income and expenses with anyone you share money with. | Included | Included | Included | Included |
| LearningThe Academy, practice exams and certification prep. | ||||
| ALAN Academy Zero-to-analyst investing lessons, practice exams and leaderboards. | Included | Included | Included | Included |
| Certification prep (Series 65, SIE) Full Series 65 and SIE study courses, practice exams and flashcards — included with membership. | — | Included — full courses, simulators, flashcards | Included | Included |
| PlatformSeats, API access and account-level capabilities. | ||||
| Team seats Colleagues under one subscription with their own logins. | — | — | 1 seat | Unlimited |
| API access Programmatic data pulls for your own systems. | — | — | — | Included |
| SSO, white-label & SLA Single sign-on, white-label deployment, audit logs, dedicated support. | — | — | — | Per contract |
| Start free | Go Pro | Start free trial | Contact sales | |
Which plan is right for me?
Most investors start free — it is a genuinely useful daily driver, not a teaser. Serious individual investors move to Pro for the full research terminal: deep fundamentals, options analytics, alerts and exports. Individual investors who hit Pro's ceilings step up to Intelligence — the same terminal with the limits removed, plus the premium intel layer, your holdings read against global events, and the prediction-market deep-dives. Both are one-person plans. Whole desks run Enterprise for seats, API access, SSO, and an SLA.
Running an institutional operations desk? Global Dashboard pricingDictation for your desk? ALAN Echo pricing