Pricing
Save up to 20% with annual billing
Hobby
Essential tools to get started
Free
- Create Watchlists
- Document Comments & Highlights
- Export filing tables to Excel
- Unlimited Screener Access
- SEC EDGAR — full historical archive
- Live News & Press Releases
- Company profiles
- Customized Dashboard
Pro
Smarter research with AI at your side
$20
/ monthEverything in Hobby, and:
- AI Agent
- Inline citations — jump to source
- Extended limits on Agent
- Filings Similar Tables
- Upload Your Documents
- Full Financials History
- Save Chart Layouts
- Save Screener Filters & Views
- Keyword Search in Document
Pro+
PopularMore power for serious researchers
$59
/ monthEverything in Pro, and:
- 3x Pro limits on Agent
- 20 GB file storage
Ultimate
Full access, no compromises
$200
/ monthEverything in Pro+, and:
- 20x Pro limits on Agent
- 50 GB file storage
- EDINET — translated, AI search & chat
- Beta access to new features
Enterprise
Custom solutions for global teams
Custom
Everything in Ultimate, and:
- Custom AI Agent Tools
- SCIM seat management
- Advanced Collaboration Features
- Custom Cloud Drives Integrations
- Pooled Usage
- Invoice/PO billing
| AI | |||||
| AI Agent | – | ✓ | ✓ | ✓ | ✓ |
| Agent Usage Limits | - | Extended limits | x3 Pro | x20 Pro | Custom |
| AI answers grounded in platform data | – | ✓ | ✓ | ✓ | ✓ |
| Inline citations — jump to source | – | ✓ | ✓ | ✓ | ✓ |
| Custom AI Agent Tools | – | – | – | – | ✓ |
| Market Coverage & Data | |||||
| SEC EDGAR — full historical archive | ✓ | ✓ | ✓ | ✓ | ✓ |
| EDINET — translated filings | ✓ | ✓ | ✓ | ✓ | ✓ |
| Near real-time filing indexing | ✓ | ✓ | ✓ | ✓ | ✓ |
| EDINET — translated, AI search & chat | – | – | – | ✓ | ✓ |
| Live News & Press Releases | ✓ | ✓ | ✓ | ✓ | ✓ |
| Company profiles | ✓ | ✓ | ✓ | ✓ | ✓ |
| People, funds & linked datasets | ✓ | ✓ | ✓ | ✓ | ✓ |
| Full Financials History | – | ✓ | ✓ | ✓ | ✓ |
| Search & Screening | |||||
| Global Document Search | – | ✓ | ✓ | ✓ | ✓ |
| Unlimited Screener Access | ✓ | ✓ | ✓ | ✓ | ✓ |
| Save Chart Layouts | – | ✓ | ✓ | ✓ | ✓ |
| Save Screener Filters & Views | – | ✓ | ✓ | ✓ | ✓ |
| Keyword Search in Document | – | ✓ | ✓ | ✓ | ✓ |
| Filings & Document Tools | |||||
| Export filing tables to Excel | ✓ | ✓ | ✓ | ✓ | ✓ |
| Copy tables & share document links | ✓ | ✓ | ✓ | ✓ | ✓ |
| Filings Key Tables Quick Access | – | ✓ | ✓ | ✓ | ✓ |
| Filings Similar Tables | – | ✓ | ✓ | ✓ | ✓ |
| Document Comments & Highlights | ✓ | ✓ | ✓ | ✓ | ✓ |
| Workspace & Storage | |||||
| Create Watchlists | ✓ | ✓ | ✓ | ✓ | ✓ |
| Customized Dashboard | ✓ | ✓ | ✓ | ✓ | ✓ |
| Upload Your Documents | – | ✓ | ✓ | ✓ | ✓ |
| Max Document Storage (GB) | 0 | 1 | 20 | 50 | Custom |
| Custom Cloud Drives Integrations | – | – | – | – | ✓ |
| Team & Enterprise | |||||
| SCIM seat management | – | – | – | – | ✓ |
| Advanced Collaboration Features | – | – | – | – | ✓ |
| Pooled Usage | – | – | – | – | ✓ |
| Invoice/PO billing | – | – | – | – | ✓ |
| Beta access to new features | – | – | – | ✓ | ✓ |
Frequently Asked Questions
Hobby (free) is the place to start: SEC EDGAR, translated EDINET filings, unlimited screener access, watchlists, company profiles, and other core research tools — without the AI Agent. Choose Pro when you want the AI Agent, document uploads, full financials, and global document search. Pro+ is our most popular plan for analysts who use the Agent daily and need higher limits plus 20 GB storage. Ultimate adds 20× Pro Agent limits, 50 GB storage, EDINET AI search & chat, and early access to new features. Enterprise builds on Ultimate with pooled usage, invoice/PO billing, SCIM seat management, advanced collaboration, and custom integrations — contact us to discuss fit. Compare plans in the table above.
Yes. Hobby is free and includes essential research tools such as the SEC EDGAR archive, translated EDINET filings, unlimited screener access, watchlists, company profiles, live news, and a customized dashboard. The AI Agent, document uploads, global document search, full financials, and higher Agent limits begin on paid plans — see the feature comparison table on this page for the full breakdown.
Self-serve plans (Pro, Pro+, Ultimate) accept major credit and debit cards, Apple Pay, Google Pay, and other payment methods supported by Stripe checkout. Choose monthly or annual billing — annual saves up to 20%. For invoice or purchase-order billing, pooled team usage, and enterprise features, contact us about the Enterprise plan.
Paid plans include a monthly AI Agent allowance that scales by tier: extended limits on Pro, 3× Pro on Pro+, 20× Pro on Ultimate, and custom limits on Enterprise — as shown in the comparison table above. If you reach your included allowance, you can enable on-demand usage in your account to keep using the Agent without upgrading; on-demand usage is billed in arrears through Stripe. You can also upgrade anytime for a higher included allowance.
Yes. Upgrade, downgrade, or cancel from the pricing page or your account billing settings — no long-term contracts. Self-serve changes are handled through Stripe; upgrades may be prorated. Downgrades typically take effect at the start of your next billing cycle.
Enterprise includes everything in Ultimate, plus team-ready capabilities: custom AI Agent tools, SCIM seat management, advanced collaboration features, custom cloud drive integrations, pooled usage, and invoice/PO billing. Pricing is tailored to your organization. Use the Contact button on this page or reach out to our team for a quote.
Your workspace is private. Uploaded documents are encrypted and never used to train our models. AI answers are grounded in platform data and primary sources with sentence-level citations you can verify. For full details, see our Privacy Policy.
Browse the Help Center for product guides and account help. For enterprise quotes, demos, or anything not covered there, contact us — we're happy to walk you through plans and workflows.