Pricing

Turn SEC filings into review-ready workbooks and redlines

Generate ten-year financial workbooks, compare filing changes, browse SEC filings, and download market-wide datasets.

Hours of manual financial-statement collectionOne workbookPage-by-page filing comparisonOne redlineEvery extracted figureLinked to its SEC sourceFiles remain downloadableExcel or Word

Free

Free

Try the core workflow with three filing redlines and three ten-year financial workbooks.

  • 1 seat
  • 3 securities analysis workbooks total
  • 3 company/fund redlines total
  • SEC filing browser
  • US Public Company Dataset downloads
Create free account

Individual

$39/mo $49/mo

$468/year billed upfront $588/year

For individual investors building financial models and reviewing company or fund filing changes.

  • 1 seat
  • 30 securities analysis workbooks each month
  • 30 company/fund redlines each month
  • SEC filing browser
  • Retained workbook and redline history with re-downloads
  • US Public Company Dataset downloads
Choose annual

Analyst Pro

$79/mo $99/mo

$948/year billed upfront $1,188/year

Popular

More workbooks, unlimited redlines, and priority processing for analysts who update models and compare filings regularly.

  • 1 seat
  • 100 securities analysis workbooks each month
  • Unlimited company/fund redlines
  • SEC filing browser
  • Priority redline and workbook generation
  • Retained workbook and redline history with re-downloads
  • US Public Company Dataset downloads
Choose annual

Team

$199/mo $249/mo

$2,388/year billed upfront $2,988/year

A shared workspace for small investment teams working from the same research record.

  • 3 seats
  • 400 securities analysis workbooks each month
  • Unlimited company/fund redlines
  • Priority redline and workbook generation
  • Shared workspace and retained history
  • Team billing and usage visibility
  • Built for repeated team review workflows
Choose annual

Fund

Custom

For funds and investment teams whose research workflow does not fit a preset package. Talk with us about how your team works and we will scope an arrangement around your needs.
Contact us

Start with three free redlines and three free workbooks.

See how much analyst time a source-linked workbook or filing comparison can save before choosing a plan.

Create free account