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$9 Monthly
or
$90 Annually
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$14 Monthly
or
$140 Annually
(2 months free)
$19 Monthly
or
$190 Annually
(2 months free)
The maximum number of separate
stock portfolios a user can have.
Max Portfolios per user
2

2

5

30

The maximum number of stocks that can
be held per portfolio.
Max positions per portfolio
6

8

25

50

The maximum number of years historical
factor analysis can be performed.
Max factor analysis time span (years)
1

2

3

5

The maximum number of years a backtest
can be performed over.
Max backtest time span (years)
2

2

3

5

The maximum number of results for each screener.
Max results per screener
6

20

50

100

The number of available metrics
that can be used to define the
map structure.
Market map metrics
10

16

16

16

The number of available Sector, Industry
and Index cluster charts. This is in addition
to cluster charts of your portfolio.
Cluster Charts
4

17

17

17

The number of Industries available for
analysis using outlier charts.
Outlier Charts
8

100+

100+

100+

The maximum number of stocks that can be
used to create custom outlier charts.
Max custom outlier stocks
10

15

30

50

The maximim number of pairs that can
be saved to your watchlist.
Max pairs in pair watchlist
3

10

30

50

The amount of data
available for pair analysis.
Pair analysis data history
1 year

1 year

3 years

5 years

Education
3 Part video course available to all users (including the Trial). Click here for details
Pricing
$299

The maximum number of separate
stock portfolios a user can have.
Max Portfolios per user
30

The maximum number of stocks that can
be held per portfolio.
Max positions per portfolio
50

The maximum number of years historical
factor analysis can be performed.
Max factor analysis time span (years)
5

The maximum number of years a backtest
can be performed over.
Max backtest time span (years)
5

The maximum number of results for each screener.
Max results per screener
100

The number of available metrics
that can be used to define the
map structure.
Market map metrics
16

The number of available Sector, Industry
and Index cluster charts. This is in addition
to cluster charts of your portfolio.
Cluster Charts
17

The number of Industries available for
analysis using outlier charts.
Outlier Charts
100+

The maximum number of stocks that can be
used to create custom outlier charts.
Max custom outlier stocks
50

The maximim number of pairs that can
be saved to your watchlist.
Max pairs in pair watchlist
50

The amount of data
available for pair analysis.
Pair analysis data history
5 years


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  • Access to the professional plan
  • Automatic access to all future tool and feature developments
  • Priority email support
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