Pricing
Free stays free — no card, no signup to browse. Pro unlocks everything else the app offers.
Free
$0 — no card required
- +Unlimited single-ticker reports — all six valuation methods + every investor lens
- +Warning Signs panel
- +Screener — Dow 30 + today's other passing stocks, every filter
- +Funds screener — top 100 ETFs/mutual funds by AUM
- +News — Top Stories from major financial publishers
- +Markets tab + Rates Dashboard
- +Canadian registered-account tax comparison
Pro
$19.99/mo · $199/yr
- ★Full Screener universe — ~7,100 tickers (every NASDAQ, NYSE, AMEX & TSX common stock), not just the free tier's Dow 30 + limited extras
- ★Full Funds universe — ~8,900 ETFs & mutual funds, not just the top 100
- ★Composite Quality Snapshot score
- ★CSV/Excel export — Screener, Watchlist, Portfolio
- ★Watchlist + push price-target alerts, plus a "My Watchlist" filter on the News tab
- ★Portfolio tracker — multiple accounts, cost basis, gain/loss
- ★My Dashboard — customizable at-a-glance grid
- ★Contribution room tracker (TFSA/RRSP/FHSA)
- ★Learning & paper trading — a fake-money sandbox that teaches value investing (account-type tax trade-offs, buy/sell verdicts, margin), solo or as a full classroom with anonymous student seats and a live leaderboard
- ★Multi-client portfolio management — group accounts by client, not just your own
- ★Client Report export — print/save a professional PDF summary per client
- ★Model portfolios — define a target allocation once, compare it against any client's actual holdings
- ★Tax-scenario tools — multi-year projections, withdrawal-order modeling, tax-diversification comparison
- ★Priority support — your support emails are tagged so they get checked first