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Features & Pricing

Retail
  • Free portfolio tools
  • Same research tools as professionals
  • Broker Integration
  • Pre-built Models
  • Active User Community
Starting at $25/month * For individuals managing personal accounts.
Non Retail
  • Industry Leading tools
  • Free Strategy Setup
  • Priority Support
  • Consulting Services
Starting at $84 per month * For asset managers, research providers, and high net-worth individuals.
Enterprise
  • Multi user account
  • Unrestricted Access
  • Collaborate with Colleagues
  • Custom Solutions
Contact Sales For companies and universities.
* With an annual plan. Sign in to compare plans and pricing

Sign Up to use our FREE Manage tools

Try all the premium features for $19 for three weeks*
* Some restrictions apply
Full Feature List
Screening
Prebuilt and custom screening rules
Create your own custom "universe" of stocks to choose from
Screen backtests show you the realistic performance of your strategy in the past
Shorting and hedging
Rolling screens allow you to eliminate the start date bias
Ranking System
Predefined ranking systems designed by experts
Custom ranking systems let you use your own factors
Portfolio Strategy
Strategy simulations with buy and sell rules
Variable position sizing
Hedging and shorting
Use "Books" to combine different simulations and strategies
Live strategies let you track performance in real time
General
Multi charts for macroeconomic data and chart combinations
Create custom formulas for complex or frequently used factors
Create aggregate series to study how the stock market works
Macro charts allow you to backtest complex market timing measures
Perfect your strategy's rules with the Optimizer
Import your own factors using your own data
Import your own time series based on your own metrics
Look up over 15,000 current stocks in the US, Canada, and Europe
Manage
Easily manage all your real money accounts, all in one place
Simplify and automate orders with linked accounts
Follow stock models designed by in-house and user experts
Stock snapshots with all you need to know about a stock in one spot
Stock timelines show you your trading activity
Fundamental charts display how ratios and data change over time
Feature-rich Watchlists
Compare and score stocks with easy-to-use tools
Integrated earnings calendar
Wide variety of Industry and sector statistics

Have Questions?

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