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.

FinSights AI available as an add-on. See below ↓

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.

Includes FinSights AI.

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.

Includes FinSights AI.

$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

⚡ Add FinSights AI   +$50/mo

Put an AI analyst on every holding in your portfolio. Ask anything about any stock you own and get reliable answers. ~140 AI questions/month included. Learn more →

$999/month

• • • Everything in the Portfolio Insights Membership, plus
    • FinSights AI. Ask~200 questions/month. Get reliable answers in seconds.
    • 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
    • FinSights AI. Ask ~300 questions/month, the largest standard allocation. Ask English language investing questions and get answers based on our  proven-superior data and analytics.
    • 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.