Plans

Three plans. The same research for every reader.

Every plan brings conclusions with their reasons, sources and falsifiers. Plans differ in how many analyses you receive and how widely you set coverage. They open when the company is formed; request early access to be first in line.

Plans at a glance

Research

$299 / month

$2,990 / year · two months free

The Journal, the weekly brief and 4 council analyses a month on securities you choose.

  • 4 council analyses a month
  • The Journal, weekly brief and council scorecard
  • Monthly methodology note
Request early access — Research plan

Professional

Coverage you define

$3,999 / month

$39,990 / year · two months free

Everything in Research, with ten times the analyses on coverage set with you on an onboarding call.

  • 40 council analyses a month
  • Onboarding call to set coverage: sectors, securities and themes; a 3-, 6- or 12-month horizon; equities, options and bonds
  • Screeners for unusual activity and for bonds
  • API access to published conclusions
  • Monthly methodology session
Request early access — Professional plan

Institutional

On request

Annual terms by agreement

Team coverage with multiple seats. Analyses and terms by agreement.

  • Council analyses by agreement
  • Coverage and reports for a team
  • Multiple seats
Request early access — Institutional plan

Annual billing: two months free.

Depth and breadth of coverage

Depth: council analyses per month

Each mark is one full council analysis: independent analysis, a reasoned conclusion, a stress test and editorial approval.

  • Research4
  • Professional40
  • InstitutionalBy agreement

Breadth: what you can point the council at

Coverage is chosen by you, never fitted to you. We do not ask about your finances, risk tolerance or holdings.

  • Research
    Scope
    Securities you choose
  • Professional
    Scope
    Sectors, securities and themes
    Horizon
    3, 6 or 12 months
    Instruments
    Equities, options, bonds
    Set on
    An onboarding call
  • Institutional

    Coverage and reports for a team, by agreement.

Compare plans

What each plan includes
Research$299 / monthProfessional$3,999 / monthInstitutionalOn request
Published researchBy agreementCoverage and reports for a team, with multiple seats. What is included and the terms are set by agreement.
The JournalIncludedIncluded
Weekly market briefIncludedIncluded
Council scorecardIncludedIncluded
MethodologyMonthly noteMonthly note and monthly session
Council analysis
Council analyses per month440
What the analyses coverSecurities you chooseCoverage you define on an onboarding call
Scope set at onboardingNot includedSectors, securities and themes
Horizon set at onboardingNot included3, 6 or 12 months
Instruments set at onboardingNot includedEquities, options, bonds
Tools
Screener for unusual activityNot includedIncluded
Screener for bondsNot includedIncluded
API access to published conclusionsNot includedIncluded
Access
Seats11

Institutional: coverage and reports for a team, with multiple seats. What is included and the terms are set by agreement.

Where the line is

You choose what we cover, and our analysis is the same for every reader.

A council analysis is a conclusion about a security — Constructive, Cautious or No edge — with the reasons for and against, the sources, and dated statements of what would prove it wrong. It contains no instruction to buy or sell and no price levels to act on.

Plans are built on licensed and public data and include our analysis, not vendors’ raw data. See the Risk Disclosure and Terms.

Choose what the council covers.

Research for information only · Not investment advice.

Request early access