Transparent pricing
Pay for research, not overhead
Start with a 7-day free trial. Public pricing is custom while we calibrate usage-based billing from pilot data and market demand signals.
Starter
Retail Investor
Best for individual investors who want evidence-backed research without an institutional terminal.
- Live market data via Alpaca
- AI research reports with cited sources
- Retail Investor dashboard
- Document upload & RAG search
- 100 AI research queries / month
- Google & SSO sign-in
- 7-day free trial
Professional
Active Trader
Designed for active users who need faster market briefings, watchlist intelligence, and deeper usage.
- Everything in Starter
- Professional Trader dashboard
- Pre-market briefings & regime analysis
- Multi-ticker watchlist intelligence
- FMP + SEC + OpenFIGI enrichment
- Unlimited AI research queries
- Full session audit trail
- 7-day free trial
Advisor
Wealth Manager
Built for client-facing teams that need tenant isolation, approvals, and auditable research workflows.
- Everything in Professional
- Wealth Manager dashboard
- Client-isolated tenant workspaces
- Approval workflows & sign-off trails
- Enterprise SSO (Keycloak)
- PostgreSQL row-level security per client
- Priority email support
- 7-day free trial
Enterprise / Team
Multi-user accounts with RBAC configuration, custom data integrations, SLA guarantees (99.9% uptime), on-premise deployment options, dedicated account management, and white-label customization. Contact us through your dashboard for a tailored usage package.
Pricing research points to a lower self-service entry point for retail investors, a higher-usage professional tier for active traders, and negotiated pricing for advisor teams. Final public rates will be published after pilot validation. Financial Analyst CoPilot provides analytical tools only, not investment advice.