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Explore free forever. Pro unlocks every screener, valuation model, forecast, and premium dataset — the complete toolkit for serious dividend investors.
30-Day Money-Back Guarantee on Pro
Explore the whole Terminal, build your first tracker, and pull live data into your spreadsheet.
Every research tool, valuation model, forecast, and premium dataset — for serious dividend investors.
Free shows you the recent chapter. Pro opens the whole book — every recession, recovery, cut, and comeback since the 1990s — plus the forward-looking data Wall Street runs on.
Is it cheap? Is the dividend safe? What will my income be in ten years? Pro exists to answer the questions a quote page can’t.
Filter ~7,000 global companies by yield, safety, growth, and valuation — with preset screens for every strategy.
Seven valuation lenses score today’s price against years of the company’s own history.
Four fair-value models prefilled from live fundamentals, with bear, base, and bull cases.
Link your broker, sync unlimited accounts, and project your income snowball into retirement.
Every chart stretches back 30+ years (Free stops at five), with Total Return, 40 statement periods, and CSV export everywhere.
All 16 add-in functions — estimates, segments, KPIs, price targets — in Sheets and Excel.
Free is a real workspace. Pro removes every limit.
| Feature | Free | Pro |
|---|---|---|
| Research & Data | ||
| Stock & Fund Research Pages | ||
| Historical Data Depth | 5 years | 30+ years — full history |
| Financial Statement Periods | 10 | 40 |
| Price & Returns Charts | Price only | Price + Total Return |
| Analyst Estimates, Price Targets & Grades | ||
| CSV Export | ||
| Pro Tools | ||
| Stock Screener | ||
| Value Graph | ||
| Intrinsic Value Models | ||
| Pro Stock-Page Analysis Cards | 20+ cards | |
| Chart Builder | 1 ticker · 1 metric · 5Y | 6 series · full history |
| Portfolio & Watchlist | ||
| Portfolio Accounts | 1 manual | Unlimited + broker sync |
| Holdings per Account | 20 | Unlimited |
| Income Forecast & Retirement | ||
| Watchlists | 1 list · 20 tickers | 25 lists · 1,000 tickers |
| Spreadsheets | ||
| Add-in Functions | 8 core | All 16 |
| Monthly Data Credits | 2,500 | 150,000 |
| Support | ||
| Email Support | Standard queue | Priority queue |
| Response Time | As bandwidth allows | Answered first, every time |
Trusted by Investors Worldwide
Yes — free forever, no credit card required. You can research every stock and fund, track a portfolio, build a watchlist, use the calendars and News Wire, and pull data into your spreadsheet. Free is a real workspace, not a trial.
Everything in the Terminal: the Stock Screener, Value Graph, and Intrinsic Value models, 20+ Pro analysis cards on every stock page, analyst estimates and price targets, Total Return charts, unlimited portfolios with automatic broker syncing, income and retirement forecasting, 30+ years of history, CSV exports, and all 16 spreadsheet functions with premium data.
Free covers the last 5 years — real data, honest window. Pro opens the full record: 30+ years of price, dividend, and financial history, 40 statement periods instead of 10, Total Return charts that reinvest dividends instead of price-only, plus the datasets Free never sees — analyst estimates, price targets, analyst grades, and earnings call transcripts.
Yes. Manage or cancel your subscription any time from the billing portal in Settings — no emails, no phone calls. If you cancel, Pro stays active until the end of your paid period.
If Pro isn’t for you, contact support within 30 days of your first payment and we refund it in full. No questions, no hoops.
Every plan includes email support. Pro requests jump to the front of the queue and get our fastest turnaround. Free requests are answered as time and bandwidth allow — we’re a small team, and Pro members keep the lights on, so they always come first.
Credits only matter for the spreadsheet add-ins: each formula result costs one credit. Free includes 2,500 per month (plenty for a personal tracker) and Pro includes 150,000 (effectively unlimited for individual use). Inside the Terminal itself you never think about credits.
No — the add-ins are included with Free, with the 8 core functions. Pro adds the premium-data functions (estimates, segments, KPIs, price targets, and more), batch functions, and 30+ years of history.
If Pro doesn’t make you a better dividend investor, tell us within 30 days and we refund every cent. Cancel anytime from Settings.
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