Professional Investor
Membership Comparison Guide
Memberships that give you everything you need to analyze, compare, and value securities with unmatched fundamental accuracy. Get full transparency into our models, footnote adjustments, and screening tools across 10,000+ companies and funds.
Monthly Price
Portfolio Insights
$499
Professional
$999
Institutional
Custom
Ratings Page
Lookup equity ratings for 10,000+ stocks, ETFs & mutual funds.
Plus full financial details, analytics and metrics for tickers in your portfolio.
Plus, lookup credit ratings & GAAP Earnings Distortion Scores. Financial details, analytics and metrics for every ticker, including our analyst notes. Access sector and industry ratings.
Plus, lookup credit ratings & GAAP Earnings Distortion Scores. Financial details, analytics and metrics for every ticker, including our analyst notes. Access sector and industry ratings.
Portfolio Page
Tracking & alerts for 50 tickers. Full financial details, analytics and metrics for tickers in your portfolio.
50 portfolios, unlimited tickers. Alerts. Credit Rating & GAAP Earnings Distortion Score tracking. DIY ETF tool.
50 portfolios, unlimited tickers. Alerts. Credit Rating & GAAP Earnings Distortion Score tracking. DIY ETF tool.
Education & Community
Learn from value investing experts in our Education section. Connected with like minded investors in our Community.
Plus, join Founder & CEO David Trainer for regular live podcast sessions only for Professional+ Members.
Plus, join Founder & CEO David Trainer for regular live podcast sessions only for Professional+ Members.
Screeners
Screen stocks & funds by rating and identification details.
Screen by rating and GAAP Earnings Distortion Score. Screen by the metrics we use to rate stocks. Screen funds by rating and identification details.
Screen by rating and GAAP Earnings Distortion Score. Screen by the metrics we use to rate stocks. Screen funds by rating and identification details. Use our Dynamic Data Screener to access and filter on 100s of data points.
PDF Reports
Downloadable, detailed stock, ETF & mutual fund reports.
For every ticker in your portfolio.
For every ticker we cover. Plus credit rating reports.
For every ticker we cover. Plus credit rating reports.
FinSights AI
AI answers grounded in proven-superior data.
Add for +$50/mo
$549/mo total
~140 questions/mo
~200 questions/mo included with your membership. Preferred pricing on additional usage tokens.
~300 questions/mo included with your membership. Preferred pricing on additional usage tokens.
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.
API Access & Excel Add-in
Programmatic data access and Excel integration
Company Models
Fully customizable reverse-DCF models online and in a downloadable XLS. Access to fundamental data and in-depth metrics on an annual, quarterly and TTM basis for history back to 1998.
Marked-Up Filings
Audit and trace every data point back to the source in financial filings.
Are you an individual investor or managing your retirement and looking for more affordable membership options? Check out our memberships for individuals.