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