Free: €0 with basic learning, company scores, and one watchlist. Research: €9.99 EUR/month for company research, discovery, and five-score breakdowns. Premium: €14.99 EUR/month for broker connections, portfolio tracking, and automated trading.
Free: latest 5 years of financials and prices, key ratios, recent insider trades, first line of risk-factor changes, watchlist up to 5 companies, 1 full-history export per month. Pro: $69/year or $8.99/month. Unlimited: $149/year or $17.99/month. Lifetime: $199 once. 30-day money-back guarantee appl
Key features
Plain-English lessons and quizzes on investing fundamentals
Five core scores simplifying 88+ metrics for company analysis
Investment discovery with ready-made portfolios and themes
Portfolio tracking and performance monitoring
Broker account integration and connections
Automated portfolio rebalancing with customizable rules
Smart alerts for price changes and company news
Scenario planning and forward-looking forecasts
Market insights tracking news and investor activity
50+ automated trading strategies
Annual financial statements and ratios from FY2007
Share price data since 2000
Export data to Excel or CSV
Covers 505 US public companies
Quarterly financial data on Pro plan
Hourly email alerts for new reports and trades
Linked access to 10-K reports at sec.gov
What makes it different
Simplifies complex financial information for beginners without requiring prior knowledge
Combines learning, research, portfolio tracking, and automation in a single integrated platform
Works alongside existing brokers rather than replacing them
Provides clear, repeatable process for understanding investments before deciding
Reduces research time by centralizing multiple sources of investment information
Figures verified against official SEC 10-K filings
Full history from FY2007 in one table with one-click export
Covers data most sites do not show: risk-factor changes, quarterly data
Mesodian
StockYears