Choose Your Plan
Select the plan that fits your investment analysis needs. Upgrade anytime as your requirements grow.
Pro Plan
FREE TRIAL INCLUDED - NO CREDIT CARD REQUIRED
Try it free with:
UPGRADE TO PRO FOR:
For individual investors.
Start now with 100 free questions - no credit card required!
- Multi-asset research (equities, crypto, forex, commodities, bonds)
- Long-term price & fundamental data
- Interactive price & volume charts
- Strategy backtesting
- Portfolio optimization & risk analysis
- Technical analysis
- Financial statement breakdowns
- Advanced stock screening
- Market sentiment & news analysis
- Rolling drawdown, beta, and correlation analysis
- Macroeconomic analysis; cross-asset & macro relationships
- NEW: SEC investment intelligence (filing search & analysis)
- NEW: Historical fundamental data (extended coverage)
- NEW: Downloadable exports (CSV/XLSX)
- Unlimited messages • Priority token usage
- And much more...
RIA Plan
UnlimitedMessagesNo limits on
messages or tools
For Registered Investment Advisers (RIA verification required).
- Everything in Pro, plus:
- No customer data used for model training (explicit opt-out by default)
- Advanced model portfolio analysis (optimization, drift, factor & risk lenses)
- Scenario analysis (rate shocks, regime/volatility shifts, macro what-ifs)
- Model portfolio comparison (holdings overlap, cost, risk/return deltas)
- Personalized portfolio macro commentary (client-ready output)
- Legacy balance position management (tax/lot-aware constraints & guidance)
- Priority support for compliance and supervision workflows
Enterprise Plan
UnlimitedMessagesNo limits on
messages or tools
For high-performing teams.
- All Pro features
- Customizable data sources
- Custom function tool calling
- Team collaboration
- Custom integrations
- Multi-user
- Dedicated support
Frequently Asked Questions
Can I change plans later?
Yes, you can upgrade or downgrade your plan at any time from your account settings.
How does billing work?
We bill monthly, and you can cancel anytime. Your subscription will remain active until the end of your current billing period.
Is there a refund policy?
If you're not satisfied with our service, contact us within 7 days of your initial purchase for a full refund.
Benjamin AIAI-powered investment assistant that helps professionals and individuals make smarter, faster financial decisions.