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A Professional Membership is for investors who are serious about their diligence. Once clients sign up, they almost never leave because there's no other source for truly diligent fundamental research. Many CFAs & CFPs rely on our diligence us to help fulfill their fiduciary duty of care to clients. Only Institutional members get access to the Institutional Screener, company models, and reverse DCF capabilities.
Professional
Unlimited access to ratings, research & portfolio tracking.
(formerly our Unlimited membership)
$999/mo $916/mo (billed at $10,989/yr)
Get 12 months for the price of 11.
- Detailed Equity and Credit ratings with Earnings Distortion Scores for over 10,000 stocks, ETFs, and mutual funds.
- Unlimited detailed research and tracking on tickers in your portfolio(s).
- Track up to 50 portfolios filled with stocks, ETFs and mutual funds of your choosing.
- Alerts on changes in models, equity ratings, credit ratings and Earnings Distortions Scores for tickers in your portfolio(s).
- Exclusive access to Long and Short ideas.
- All Model Portfolios: Focus List Stocks: Long, Focus List Stocks: Short, Most Attractive Stocks, Most Dangerous Stocks, Dividend Growth Stocks, Safest Dividend Yields, Exec Comp Aligned with ROIC, and Best & Worst ETFs and Mutual Funds by sector and style.
- Earliest access to Zombie Stock alerts.
- Enhanced screening with filtering on our proprietary risk/reward rating, ROIC, FCF Yield, Gap, and Price to EBV.
- Members-only access to advanced training, stock discussions and Q&A with David Trainer & the New Constructs team.
- Stock coverage requests are prioritized to top of the queue.
Want to pay monthly? Sign up for $999/mo below.
Institutional
Full access (models, API, excel add-in etc) for the most diligent investors.
$3,600/mo $3,300/mo (billed at $39,600/yr)
Get 12 months for the price of 11.
- Everything in Professional, plus,
- Access our reverse DCF company valuation models for every stock in our coverage universe.
- Incorporate our data into your workflow with our API & Excel Add-In.
- More powerful screening and direct access to our databases.
- Contact our team for information about volume discounts.
Want to pay monthly? Sign up for $3,600/mo below.
Not ready for a Professional-level membership?
We offer many ways for people to get to know us and other members of our community.
We want you to know how much diligence we do. We are 100% transparent about how we produce superior research.
We want all investors to have access to the diligence needed to make informed decisions.
Everyone deserves access to the truth about stocks.
Want a pre-screened list stocks, ETFs or mutual funds?
To upgrade your membership, simply purchase a new membership.