Stock screener and research platform for value investors who pick their own stocks
Stage
Established
Not given
Founded
2021
Not given
Based in
US
US
Pricing model
Freemium
Freemium
Pricing
Level 1 membership: $25 per month with annual plan. Level 2 membership available with analyst-curated alerts and additional features; remaining Level 1 subscription can offset part or all of first month of Level 2.
Curious is free. Serious plan $29/month or $299/year. Professional plan $99/month or $999/year. Home Market Packs for markets outside the US: one market $15/month or $149/year; all regions $499/month or $4,999/year. New accounts start with 30 days of Professional free, no card required, with a 30-da
Key features
Monitors 24 catalyst event types across 6,300 stocks
5-year historical backtests with price reaction patterns
Real-time SEC filing and news monitoring with AI classification
Customizable alerts and watchlists for portfolio monitoring
Entry and exit point recommendations based on historical patterns
Analyst-curated trade ideas for Level 2 members
SMS alerts for premium events
Company research with figures compared against peers and historical filing data
Portfolio tracking showing holdings as one business with size, risk, income and shared exposure
Thesis writing and nightly re-testing of guardrails against filed accounts
Weekly brief summarizing which guardrails passed and failed across all holdings
Excel add-in to pull filed figures directly into spreadsheets with source citations
Access to 54 markets outside the US with Home Market Packs
Ranked investor discipline tests including Graham, Buffett, Greenblatt and Piotroski methodologies
What makes it different
~80% win rate on closed trades since 2022
Hallucination-free AI with cited source verification
Designed for options and event-driven traders
All figures sourced to their origin: filed statements with formulas and filing dates, or market data with its date
Nightly re-testing of your investment thesis against new filings, with alerts only when guardrails break
No investment advice, buy/sell recommendations, or fair value targets; you make all decisions
Focuses exclusively on long-term investors who research companies; explicitly excludes traders and model-portfolio followers
LevelFields™
ValueScreener