Individual Investor
Membership Comparison Guide
Everyone deserves access to high-quality ratings and research. Get access to investor tools that give your portfolio an edge.
Monthly Price
Stock Tracker
$49
Discovery
$149
Portfolio Insights
$499
Ratings Page
Lookup equity ratings for 10,000+ stocks, ETFs & mutual funds.
Plus full financial details, analytics and metrics for tickers in your portfolio.
Portfolio Page
Tracking & alerts for 50 tickers. Equity ratings only.
Plus full financial details, analytics and metrics for tickers in your portfolio.
Education & Community
Learn from value investing experts. Connect in our Community forum.
Screeners
Screen stocks & funds by rating and identification details.
PDF Reports
Downloadable, detailed stock, ETF, and mutual fund reports for tickers in your portfolio.
Model Portfolios
Curated lists of our top picks for stocks, ETFs and mutual funds.
Long Ideas & the Danger Zone
Expert analysis & research that identifies the best and worst stocks.
Are you a portfolio manager, analyst, RIA or wealth advisor looking for more detail? Check out our memberships for professional and institutional users.