Memberships for Professional Investors

See your investments with clarity. Transform your portfolio with actionable, data-driven insights. Our forensic accounting digs deep into the financial DNA of your stocks, so you can understand what you really own.

Invest with conviction.

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.

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.

$499/month

• • • Lookup ratings on over 10,000 stocks, ETFs & mutual funds.
    • Track up to 50 securities in your portfolio.
    • See 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
    • Get daily email alerts on ratings changes for every ticker in your portfolio.
    • Monthly video podcasts with Founder and CEO David Trainer
    • Learn how to be a diligent investor with access to our educational materials
    • Join our online community of like-minded investors

$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

Contact us for pricing.

• • • 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.