Products

Consumer Web

Test your Portfolio - Test your Broker - Find Risk

  • Professional-Grade Market Tracking & Charting
  • Ratings on Stocks & ETFs - [Buy-Hold-Sell]
  • Upgrades & Downgrades - Stocks & ETFs
  • 1st 10 pages of Research Reports
  • Featured Stocks
  • Monitor Portfolio
  • Quotes & News - with News Sentiment & Social Media
  • Free Apps - Basic Level

Free!!

  • Answers Built in
  • Know What you Own
  • Know What to Do
  • Learn about Markets & Companies
  • Become Expert
  • Avoid Mistakes
  • Guard your Money
  • Test your Advisors

Retail Subscription

Track your Holdings & Receive Guidance

  • Advice & Decision Support - Computer-Aided-Investing
  • De-Risked Portfolio, Diversification Analysis, Tax Calc
  • Alerts & Watchdog for Risk Management
  • Research & Ratings - Level One
  • Industry Tracker & Peer View
  • Earnings Analysis & Calendar
  • Integrated Charting & Technical Analysis
  • Real Time Quotes
  • Expanded Apps - Personalized & Advanced Functions

$10 / month
Free 30 Day Trial

Professional Grade Money Management and Decision Support for Retail Individuals

PRO 1 Subscription

  • In depth Analysis at the Company Level
  • Earnings Analysis - Basic
  • PRO level Market Tracking & Portfolio Analysis
  • Full detail on Ratings & underlying Analytics
  • Upgrades & Downgrades - 4,000+ Stocks and 1,400+ ETFs

$100 / month

Basic Broker & Advanced Retail Investor

PRO 2 Subscription

  • SubIndustry Level Analysis - For Added Context
  • Earnings Analysis - Level Two
  • Advanced Risk Management

$500 / month

Expert Retail Investor & Advanced Broker

PRO 3 Subscription

  • Industry & Sector Level Analysis - Full Macro-Micro View
  • Presents Algo-Generated Trading Ideas, CAI
  • Earnings Season Advantage - Complete & Automated
  • Broker-Client Collaboration Tools - Better Service = Loyalty
  • Compliance Toolsets - reduce Litigation exposure

$1,000 / month

PRO Broker & Money Manager

Hedge Funds

  • Customize Analytics - Run your own Algorithms
  • Access Fully Searchable & Unified Repository Backend
  • X Factor Time Managment, Speed + Ease of Use

$2,000 / seat
monthly minimum

Custom Analytics - Run your Algorithms against CAI Databased Repository (say good bye to Excel Spreadsheets)

Corporate Clients

  • C-Level Analytics - for Executive Managment & The Board
  • Support for Quarterly Reporting - CFO, IR, Media, Legal
  • SubIndustry, Industry & Sector-level Forecasts
  • Peer Competitor & Customer Analysis

$500 / month
12 Seat minimum

Brokerage Firms

  • CAI Model can serve as a Fiduciary exemption to the regs and simplify FINRA Compliance
  • White Label 3C's Research - Current, Complete, Correct
  • Broker-Client Collaboration Tools, Enterprise Level

Group Discount

Customization, Fiduciary Solution Set, Your Algo Research Engine

Pension Funds & Asset Managers

  • De-Risk Portfolios - 100% Objective & Empirical
  • Advanced Risk Analysis via Computer-Aided-Investing
  • StockSmart's Model is a DALBAR Certified SubAdvisor
  • Creates and Applies Customized "Do Not Buy" Lists

AUM fees
to SubAdvisor