Pricing

Start free. Pay when the depth is worth it.

Every plan reads the same filings. What changes is how far down you can go.

What you tried to unlock

The full Company Brief: what it does, five years of results, where the cash goes, what changed in its risk factors, who holds it, and what today's price implies

Swatch

Your plan

Free plan

Free

This is your current plan.

Measure

Basic plan

$9

per month

Every figure a company has filed, and the tool to argue with it.

Basic is $9 per month. It renews automatically every month at $9 until you cancel. You can cancel online at any time. Cancel any time.

Bespoke

Recommended

Expert plan

$18

per month

Look through your funds to what you actually own.

Expert starts with a 7-day free trial. Unless you cancel before it ends, it renews automatically at $18 per month, and every month after that, until you cancel. You can cancel online at any time. Cancel any time.

Atelier

Professional plan

$59

per month

Everything Bespoke has, without the limits.

Coming soon
Feature comparison across plans

Compare

Swatch

Free

Measure

Basic

Bespoke

Expert

Atelier

Professional
Fund holdingsEvery fund we can openEvery fund we can openEvery fund we can open--
Financial statementsEvery filed year, as figuresPlotted to scale, plus ratios and estimatesPlotted to scale, plus ratios and estimates--
Valuation tool3 runsUnlimited runsUnlimited runs--
Insider transactionsLatest 5FullFull--
SuperinvestorsAll 47, top 2 positionsAll 47, full books + consensusAll 47, full books + consensus--
Buyer price chartNot includedNot includedShaded by the quarters they traded--
Activity feed & calendar7 daysFullFull--
Press releasesHeadlinesAssistant reads themAssistant reads them--
Dashboard briefingWhat changed, every kindWhat changed, every kindWhat changed, every kind--
Briefing summary-Written from everything that changedWritten from everything that changed--
Why it's movingThe facts, and a written sentenceThe facts, and a written sentenceThe facts, and a written sentence--
ScreenerThe offered screens, first 3Every match, in your own wordsEvery match, in your own words--
Watchlist digest & Thesis WatchThe eventsWith a written line, and notes checked against filingsWith a written line, and notes checked against filings--
NotesRead & writeRead & writeRead & write--
Holdings350Unlimited--
Watchlists1, 10 companies each5, 30 companies each25, 100 companies each--
Look-through X-rayTop rowsTop rows, with sourcesEvery row, with sources--
What-if simulatorOneOneAll scenarios--
Risk factor changesHow many changedHow many changedThe passages themselves--
Guidance vs. last quarterNot includedNot includedQuoted, side by side--
Shared risks across your holdingsThemes and how much of the bookWhich companies, and what they wroteWhich companies, and what they wrote--
Dilution across your holdingsNot includedEvery holding, 5-year changeEvery holding, 5-year change--
Assistant1 question a day5 questions an hour40 questions an hour--
Export--CSV--
Company BriefFirst paragraph, on the company pageThe full memo, every sectionThe full memo, every section--

Questions

Does the free plan expire?
No. It is not a trial; it stays free, with three holdings and three companies you can value.
What happens to my data if I downgrade?
Nothing is deleted. If your portfolio is larger than the new plan holds, the extra positions become read-only and come back in full if you subscribe again.
How do I cancel?
One click in billing settings, online, no more steps than subscribing took. See cancellations and refunds.
Why is the assistant limited by dollars and not just questions?
Because that is what it actually costs us. The hourly number stops a runaway loop; the monthly budget is the real allowance, and it is the honest figure to compare.