Pricing

Reading is free.
Building is what costs.

Anyone can open a published portfolio — no account, no card. A plan is for building your own: describe a mandate, and the screen runs it across 500 companies and sizes the positions. Pick the plan that matches how often you build.

Basic

For running a mandate past the screen now and then.

$ 4.00 / month

Billed $12.00 every 3 months · cancel anytime

4 portfolios
every month
  • 4 portfolios per month
  • Screens 500 companies on trailing-twelve-month fundamentals
  • Weights computed in code — caps, sector limits and a construction log
  • Drill into any holding for a full investment thesis
  • Publish to a public page, or keep it to yourself
  • Per Share fundamentals included
Create an account →
Recommended

Starter

For iterating on a mandate until the basket is right.

$ 8.00 / month

Billed monthly · cancel anytime

10 portfolios
every month
  • 10 portfolios per month
  • Screens 500 companies on trailing-twelve-month fundamentals
  • Weights computed in code — caps, sector limits and a construction log
  • Drill into any holding for a full investment thesis
  • Publish to a public page, or keep it to yourself
  • Per Share fundamentals included
  • Priority in the build queue
Create an account →

Pro

For publishing regularly and building an audience.

$ 24.00 / month

Billed monthly · cancel anytime

30 portfolios
every month
  • 30 portfolios per month
  • Screens 500 companies on trailing-twelve-month fundamentals
  • Weights computed in code — caps, sector limits and a construction log
  • Drill into any holding for a full investment thesis
  • Publish to a public page, or keep it to yourself
  • Per Share fundamentals included
  • Priority in the build queue
Create an account →

Try it before you pay

Your first portfolio is free, plus 2 drill-downs into the holdings in it — no card required. Reading portfolios other people published, and Per Share fundamentals, stay free forever.

What a chat window will not do for you

You almost certainly already have an AI assistant, and it is a good writing partner — keep it. But a thesis you intend to act on needs two things a general chat does not give you by default: an evidence trail you can walk back to the filing, and the same method applied to every company so the comparison means something.

  General assistant · $20/mo Finnversion
Point in time Answers from whatever it can retrieve today. Ask it to reason as of 2023 and last year's outcomes still leak into the argument. Every run is pinned to an analysis date. Sources published after it are excluded, and the run is scored on whether it held.
Evidence Fluent prose. Tracing a number back to the filing it came from is on you. Claims carry citations to the 10-K, transcript or price series behind them, with coverage and density measured.
Repeatability Reword the prompt and you get a different structure. Two companies are hard to compare side by side. The same seven-stage pipeline runs every time, so a thesis on one company lines up against another.
Valuation Arithmetic buried in paragraphs, with assumptions you have to reconstruct. An explicit DCF — WACC and terminal growth stated — across bear, base and bull.
Review You are the only reviewer. Six quality metrics gate every run. Ones that fall short are sent back and rewritten before you see them.
What you pay for A month of access, however much or little you use it. Finished portfolios. A build that fails to produce one returns the credits.

And it happens to cost less.

$0.64 per finished portfolio on Starter, billed annually
10 companies you can work through every month
$20 what one month of a general assistant costs you today

Not a replacement for your assistant — the part of the workflow you would not want to hand a chat window anyway.

Questions

What counts as a build?

One full pass over your mandate: screening 500 companies on trailing-twelve-month fundamentals, reviewing the basket, assessing each candidate and sizing the positions under your caps. Re-opening a portfolio you already built is free, and so is reading anyone else's.

Do unused runs roll over?

No. Your balance resets to the full monthly allowance on each renewal date, whether you are billed monthly or annually.

What happens if a build fails?

The credits are returned automatically. You are only charged for builds that produce a portfolio — including when your mandate is sound but no company in the universe passes every criterion at once.

Can I cancel?

Any time, yourself, in one click from Manage subscription — no email and no support ticket. You keep your remaining runs for the rest of the period you already paid for.

Do subscriptions renew automatically?

Yes. Every plan renews automatically at the end of its billing period at the price shown above, until you cancel. You can see your exact renewal date and cancel at Manage subscription.