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A Professional Membership is for intelligent value investors who are serious about their diligence. Many CFA or CFPs do research on behalf of their clients, firm, and family offices to fulfill their fiduciary duty of care with our Professional membership before upgrading to an Institutional membership for 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.
- 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.
- 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.
To upgrade your membership, simply purchase a new membership.