Choose Your Plan
Select the plan that fits your investment analysis needs. Upgrade anytime as your requirements grow.
Pro Plan
50 QUESTIONS FREE TRIAL - NO CREDIT CARD REQUIRED
Trial limits:
UPGRADE TO PRO FOR:
For individual investors (Research and Quant minded pros).
Try 50 questions free (no credit card required)
- Unlimited questions per chat (max 3 for 50 question trial version)
- 20 tool max per question (max 10 for 50 question trial version)
- 5 Agent max per question (max 3 Agents for 50 question trial version)
- Multi-asset research on equities, crypto, forex, commodities and ETFs (mutual funds and options coming soon)
- Interactive price & volume charts
- Strategy backtesting
- Event backtesting
- Portfolio optimization & risk analysis
- Financial statement breakdowns
- Advanced stock screening
- Rolling drawdown, beta, and correlation analysis
- Macroeconomic analysis; cross-asset & macro relationships
- SEC investment intelligence (filing search & analysis)
- Scenario analysis (rate shocks, macro what-ifs)
- Model portfolio comparison (holdings overlap, cost, risk/return deltas)
- Historical fundamental data (extended coverage)
- Historical fundamental data download (up to 5 years)
- Historical stock and ETF data download (up to 10 years)
- And much more...
Premium Plan Plan
Unlimited EverythingQuestions • Tools • Agents
For Registered Investment Advisers.
Volume discounts available
- Everything in Pro, plus:
- Unlimited questions
- Unlimited tool use
- Unlimited agent use
- No customer data used for model training (explicit opt-out by default)
- Unlimited historical fundamental data download (up to 15 years)
- Unlimited historical stock and ETF data download (up to 50 years)
- Unlimited input and output downloadable data (historical simulated trades, positions and orders)
- Dedicated priority support
- Compliance traceability
- 24 hour turn around for surprise exam tickets
Enterprise Plan Plan
Custom Solutions
Tailored for financial institutions
For banks, hedge funds, pension funds and asset managers
- All Pro & Premium features
- Customizable data sources
- Custom function tool calling
- Team collaboration
- Custom integrations
- Multi-user
- Dedicated support
Pro Plan$20/month For individual investors (Research and Quant minded pros). | Premium Plan$500/month per seat For Registered Investment Advisers. | Enterprise PlanContact Sales For banks, hedge funds, pension funds and asset managers |
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Try 50 questions free (no credit card required) | Volume discounts available • sales@benjaminai.co | |
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AI-powered investment assistant that helps professionals and individuals make smarter, faster financial decisions.