Memberships for Professional Investors
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.
Professional
Independent research & proven-superior analytics for wealth managers, RIAs, & portfolio managers. We can help you can attract & retain clients with research and data you can't find anywhere else.
The market ignores footnotes - we don't.
Institutional
Full access to our company models with transparency to the source with our marked-up SEC filings. Get all our proven-superior data. Make decisions with confidence while reducing time and personnel costs.
Built for diligence.
Data for Quants
Point-in-time as-reported and adjusted proven-superior fundamental data based on an unrivaled analysis of footnotes. Proven trading strategies for monetizing our research on Core Earnings and Earnings Distortion, the new value factor.
Idiosyncratic alpha from proprietary data.
$999/month
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- Lookup ratings on over 10,000 stocks, ETFs & mutual funds.
- Full portfolio tracking.
- Daily email alerts for every ticker in your portfolios.
- Screen our entire universe by proven-superior metrics
- 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
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Contact us for pricing.
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- Everything in the Professional Membership, plus
- Dynamic Reverse DCF Models for every company we cover.
- Marked-up Filings that show the source of every data point we collect.
- Excel Model downloads & API data access.
- Use our Dynamic Data Screener to quickly and easily find the data you need.
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Contact us for pricing.
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- Customized data sets to meet your analytical needs.
- As-reported and proven-superior adjusted fundamental data, including reconciliations from reported to the adjusted numbers.
- Novel, proprietary & alpha-generating Core Earnings data as used in the paper Core Earnings: New Data & Evidence, featured in The Journal of Financial Economics.
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Want a pre-screened list of stocks, ETFs or mutual funds?
Get access to our best ideas with our model portfolios and individual security research reports. Our expert analyst team uses our proven-superior data and investor tools to help you identify the best (and avoid the worst) opportunities in the market.