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Features & Pricing

Powerful financial engine driven by FactSet data with simple and intuitive tools for developing strategies
Try it all for $9 for three weeks
(includes Pro Plans features and 10Y of backtest)*
Get Started
FREE

A better way to manage your accounts

  • Broker integration and real-time prices
  • Track different strategies in your brokerage account
  • Manage multiple orders and accounts
  • Research stocks with unique stock pages and tools
Screener

Research stocks and find new opportunities

  • The #1 screener in existence
  • Complete set of fundamental and technical factors
  • Combine rules with expertly designed "multifactor" ranking systems
  • Use our wizard or type your own rules
  • Includes 5Y backtest for stocks, 20Y backtest for ETFs
  • Follow pre-built models built by our analysts
$25/month ($299, billed annually)
Pro Plans

Develop, backtest, and launch your own rules-based strategy

  • Create your own "multifactor" ranking system
  • Develop portfolio strategies with separate buy and sell rules
  • Backtest 20Y using point-in-time data
  • Many advanced tools like rolling tests and optimizer
  • Powerful API and no-code DataMiner
  • Machine Learning (coming soon)
Plans start at $1000/year for individuals

Enterprise

Total access with no limits* including: multiple logins, unlimited resources,
custom contract, custom solutions, and consulting services. Contact Sales
* Some very large limits still used to protect against runaway datamining scripts.
Full Feature List
Manage
Easily manage all your real money accounts, all in one place
Free
Simplify and automate orders with linked accounts
Free
Follow stock models designed by in-house and user experts
Screener
Stock snapshots with all you need to know about a stock in one spot
Free
Stock timelines show you your trading activity
Free
Fundamental charts display how ratios and data change over time
Free
Feature-rich Watchlists
Free
Compare and score stocks with easy-to-use tools
Free with
Screener features
Integrated earnings calendar
Free
Wide variety of Industry and sector statistics
Free
Screening
Prebuilt and custom screening rules
Screener
Create your own custom "universe" of stocks to choose from
Screener
Screen backtests show you the realistic performance of your strategy in the past
Screener
Shorting and hedging
Pro Plans
Rolling screens allow you to eliminate the start date bias
Pro Plans
Ranking System
Predefined ranking systems designed by experts
Screener
Custom ranking systems let you use your own factors
Pro Plans
Portfolio Strategy
Strategy simulations with buy and sell rules
Pro Plans
Variable position sizing
Pro Plans
Hedging and shorting
Pro Plans
Use "Books" to combine different simulations and strategies
Pro Plans
Live strategies let you track performance in real time
Pro Plans
General
Multi charts for macroeconomic data and chart combinations
Screener
Create custom formulas for complex or frequently used factors
Screener
Create aggregate series to study how the stock market works
Pro Plans
Macro charts allow you to backtest complex market timing measures
Screener
Perfect your strategy's rules with the Optimizer
Pro Plans
Import your own factors using your own data
Screener
Import your own time series based on your own metrics
Screener
Ready to get started?
Try it all for $9 for three weeks
(includes Pro Plans features and 10Y of backtest)*
Get Started
*API & DataMiner not included. Reduced hourly cap on engine requests.
For enterprise/educational access contact us