Memberships for Individual Investors
Everyone deserves access to high-quality ratings and research. Get access to investor tools that give your portfolio an edge.
Stock Tracker
Track the stocks that matter to you. Stay ahead with smarter ratings.
Just $49/month
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- Lookup ratings on over 10,000 stocks, ETFs & mutual funds.
- Track up to 50 securities in your portfolio.
- Get daily email alerts on ratings changes for every ticker in your portfolio.
- Monthly video podcasts with Founder and CEO David Trainer
- Learn how to be a diligent investor with access to our educational materials
- Join our online community of like-minded investors
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Discovery
Screen the market with precision. Monitor your holdings. Expand your edge.
$149/month
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- Everything in the Stock Tracker Membership, plus
- Screen our universe of over 3,000 stocks to find the best stocks by rating, market cap, price, dividend yield, index membership, sector and industry
- Screen 7,000 ETFs & mutual funds to identify the right fund for your investment goals by type, price, sector, style, total assets and provider
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Portfolio Insights
Go beyond ratings with actionable, forensic insights into the stocks you own.
$499/month
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- Everything in the Discovery Membership, plus
- Detailed metrics on every security in your portfolio:
- Economic Earnings per Share
- Return on Invested Capital (ROIC)
- Free Cash Flow (FCF) Yield
- Price-to-Economic Book Value (EBV)
- Growth Appreciation Period (GAP)
- PDF research reports for every security in your portfolio
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Want a pre-screened list of stocks, ETFs or mutual funds?
Get access to our best ideas with our model portfolios and individual security research reports. Our expert analyst team uses our proven-superior data and investor tools to help you identify the best (and avoid the worst) opportunities in the market.