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.
FinSights AI
AI answers grounded in proven-superior data.
Not available
Add for +$25/mo
$174/mo total
~50 questions/mo
Add for +$50/mo
$549/mo total
~140 questions/mo
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.