Creating an account starts a 5-day full-Premium trial — every company, full history, all analysis tools. The Free plan is what your account becomes afterward if you don't subscribe.
Your plan after the trial if you don't subscribe.
Why premium feels different
Premium opens the full company universe, full historical depth, scenario modeling, and sector-aware modules that explain how banks, REITs, miners, software names, and industrials actually work. It is built for investors who want conviction, not just more raw data.
Engine Room, Moat Map, and Trade-off Ledger adapt to the business model instead of forcing every company through the same generic checklist.
Fair Value scenarios let you pressure-test growth, margin, and discount-rate assumptions before you commit capital.
Beats Engine summaries and exports turn live research into notes, decks, and portfolio reviews without manual cleanup.
What you get when you upgrade.
| Feature | Free | Premium |
|---|---|---|
| Coverage and access | ||
| Companies visible | 20 companies | 4,500+ companies |
| Anonymous access | 5 companies | Account required |
| Stock comparison | Up to 4 stocks | Up to 10 stocks |
| Historical metrics | 4 years / 4 quarters | Full history |
| Curated filter presets | 2 presets | 5+ presets |
| Custom filter presets | Not included | Unlimited |
| Watchlists | 1 watchlist, 20 symbols | 10 watchlists, 500 symbols |
| Industry-aware analysis | ||
| Engine Room (money flow) | 20-company access set | All companies |
| Moat Map (competitive advantage) | 20-company access set | All companies |
| Trade-off Ledger (strategic positioning) | 20-company access set | All companies |
| Fair Value scenarios (DCF/multiples) | 20-company access set | All companies |
| Scoring breakdown | Accessible companies only | All companies |
| Pillar scores and benchmarks | Current snapshot | Full history |
| Beats Engine insights | Preview stories | Full story library |
| Workflow and support | ||
| Advanced filters | Not included | Included |
| Export (CSV, Excel, PDF) | Not included | Included |
| Free trial | Not available | 5 days |
| Money-back guarantee | Not available | 14 days |
Practical billing questions, answered plainly.
Everything that typically blocks the upgrade decision, covered before your trial ends.
Yes. Cancel from your billing dashboard at any time. If you cancel during the trial, you will not be charged. If you cancel after billing starts, your Premium access stays on until the end of the current paid period.
Annual plans are billed once per year, so cancellation stops the next renewal rather than creating a prorated partial-month refund outside the guarantee window.
Yes — it starts automatically. Create an account and verify your email, and your 5-day free trial begins, no credit card required. Full Premium access from day one: the full company universe, deep history, exports, and sector-aware analysis modules.
Before the trial ends, we ask whether you want to continue. If you do nothing, the account falls back to Free and no charge is made.
All Premium plans include a 14-day money-back guarantee after the trial converts into a paid subscription. If the product is not a fit, request a refund within that window and we will reverse the charge in full.
The cleanest route is through billing support or your billing dashboard, so the request is tied directly to the subscription record.
At the end of the trial, you can choose monthly or annual billing and add a payment method to keep Premium active. If you decide not to continue, the account automatically reverts to the Free plan.
No surprise charges, no silent auto-upgrade from a cardless trial, and your saved account data stays in place if you return later.