Tools for Professional Investors

Memberships that give professional investors everything they need to analyze, compare, and value securities with unmatched fundamental accuracy.

Discovery

Screen the market with precision. Monitor your holdings. Expand your edge.

$149/month

- - 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

Portfolio Insights

Go beyond ratings with actionable, forensic insights into the stocks you own.

$499/month

- - 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

Professional

Independent proven-superior analytics. The market ignores footnotes - we don't.

$999/month

- - Everything in the Portfolio Insights Membership, plus
  - Track up to 50 portfolios.
  - See detailed metrics on every security we cover, including GAAP Earnings Distortion Scores, not available in lower tier memberships.
  - Get access to our unique credit ratings and credit metrics. Available only to Professional+ members.
  - Sector and industry ratings and analytics.
  - Screen our entire universe by proven-superior metrics, including GAAP Earnings Distortion Scores.
  - Access to every long idea, stock pick & danger zone report.
  - See every model portfolio we manage.
  - Member-only access to podcasts with Founder and CEO David Trainer
  - Join our online community of like-minded investors