Choose Your Plan
All subscriptions include a 7-day free trial
- Every number traceable to its SEC source — no 3rd party APIs✓
- Historical financial data3 years
- Calculated financial metrics24
- Interactive financial statement visualizationsLimited
- Post-earnings price reaction analysisLimited
- Stock screener with 100+ stackable filters✕
- Insider transaction tracking from Form 4 filingsLimited
- Institutional ownership monitoringLimited
- Custom watchlists with comparable company analysis✕
- Stock price movement analysisLimited
- Next-day filing availability✓
- 7-day free full trial, no risk✕
- Discount compared to monthly-
- Every number traceable to its SEC source — no 3rd party APIs✓
- Historical financial data17+ years
- Calculated financial metrics50+
- Interactive financial statement visualizations✓
- Post-earnings price reaction analysis✓
- Stock screener with 100+ stackable filters✓
- Insider transaction tracking from Form 4 filings✓
- Institutional ownership monitoring✓
- Custom watchlists with comparable company analysis✓
- Stock price movement analysis✓
- Next-day filing availability✓
- 7-day free full trial, no risk✓
- Discount compared to monthly26% Discount
- Every number traceable to its SEC source — no 3rd party APIs✓
- Historical financial data17+ years
- Calculated financial metrics50+
- Interactive financial statement visualizations✓
- Post-earnings price reaction analysis✓
- Stock screener with 100+ stackable filters✓
- Insider transaction tracking from Form 4 filings✓
- Institutional ownership monitoring✓
- Custom watchlists with comparable company analysis✓
- Stock price movement analysis✓
- Next-day filing availability✓
- 7-day free full trial, no risk✓
- Discount compared to monthly✕
Free $0/month | Annual Plan $29/month(billed annually) | Monthly Plan $39/month | |
|---|---|---|---|
| Every number traceable to its SEC source — no 3rd party APIs | ✓ | ✓ | ✓ |
| Historical financial data | 3 years | 17+ years | 17+ years |
| Calculated financial metrics | 24 | 50+ | 50+ |
| Interactive financial statement visualizations | Limited | ✓ | ✓ |
| Post-earnings price reaction analysis | Limited | ✓ | ✓ |
| Stock screener with 100+ stackable filters | ✕ | ✓ | ✓ |
| Insider transaction tracking from Form 4 filings | Limited | ✓ | ✓ |
| Institutional ownership monitoring | Limited | ✓ | ✓ |
| Custom watchlists with comparable company analysis | ✕ | ✓ | ✓ |
| Stock price movement analysis | Limited | ✓ | ✓ |
| Next-day filing availability | ✓ | ✓ | ✓ |
| 7-day free full trial, no risk | ✕ | ✓ | ✓ |
| Discount compared to monthly | - | 26% Discount | ✕ |
Everything Included in Your Subscription
Financial Statements
View cleaned and structured 10-Q (quarterly) and 10-K (annual) financial data, processed through our proprietary algorithms to ensure consistency and accuracy across time periods and companies. Our process eliminates common filing inconsistencies and preserves the as-filed reporting structure with XBRL traceability, making sure you're working with reliable, ready-to-analyze numbers.
Easily switch between Balance Sheet, Income Statement, Cash Flow, Equity, and Comprehensive Income views, or see all statements in one place.

Performance and Valuation Metrics
Make apples-to-apples comparisons with industry-standard financial metrics, calculated directly from SEC filings with full traceability to source data. We give you a complete view across profitability, efficiency, growth, liquidity, leverage, returns, and valuation, so you can analyze companies with clarity and confidence. Whether you're screening for high-margin businesses, comparing ROE across peers, or spotting companies with accelerating growth, our metrics help you uncover what really matters, without the manual cleanup.

Earnings Market Reaction
For each filing, we track the stock's price performance over 1, 2, and 3 months for 10-Q's and 1 to 12 months for 10-K's following the release date. Quickly gauge how investors historically reacted to new financial information—whether the market rewarded strong results or punished weak ones—helping you spot patterns in sentiment, surprises, and post-earnings drift over time.

Insider Transactions
See what company insiders are doing with their own money. Track purchases and sales by executives, directors, and major shareholders to gauge internal confidence or caution. Whether you're validating a thesis or spotting red flags, insider activity adds valuable context to your fundamental analysis.

Institutional Data
Measure institutional participation at a high level. Monitor aggregate ownership percentages to understand how much professional capital is invested in a company and how that exposure evolves over time.

Customizable Dashboard
Visualize your strategy. Stop sifting through clutter. Build custom watchlists that track the companies you care about using only the metrics that drive your decisions. From detailed fundamental tables to comparative line and bar charts, you get a clear, noise-free view of the market. Spot trends faster, identify outliers easier, and make investment decisions with confidence.

Stock Screener
Stock Screener empowers you to pinpoint exact investment matches using over 100 financial metrics and up to 10 stackable filters. You can apply precise logic operators to these criteria to build highly targeted searches without relying on restrictive templates. Furthermore, every result is fully auditable and traces directly back to the company's original SEC filings for immediate verification.

Interactive Financial Visualizer
Turn raw financial data into clear, customizable charts that reveal the story behind the numbers. Choose the metrics that matter (revenue, margins, debt, cash flow, etc.), and track how they evolve over time using line, bar, or area charts.
Apply filters, zoom in on specific time periods, and use transformations like log scale, z-score standardization, or min–max normalization to make meaningful comparisons across different values and scales. Save your favorite metric sets to reuse instantly across different companies, making your research faster, more consistent, and repeatable.
Whether you're looking for accelerating growth, margin compression, or signs of financial strength, visualizations help you spot key trends faster and make more informed investment decisions.

Custom Tables
Cut through the noise and focus only on the metrics that matter to you. With custom tables, you can build clean, focused views of company financials by selecting exactly which metrics to include—no clutter, no irrelevant data.
Switch between quarterly or annual filings and filter by date range to zero in on the periods that matter. Save your favorite metric sets to reuse instantly across different companies, making your research faster, more consistent, and repeatable.
Whether you're evaluating margins, cash flow, or capital structure, custom tables help you streamline your analysis and stay locked in on what matters most.
