Simple, honest pricing

Free forever, Ask Sam included. Premium and Pro give the analyst that shows receipts more questions and deeper tools.

Free

For casual research

$0/month
  • ✅ Ask Sam analyst — 5 questions a day, every figure cited to its SEC filing
  • ✅ Full financial statements (all years)
  • ✅ All financial ratios
  • ✅ News & Events feeds
  • ✅ Insider transactions & institutional holdings
  • ✅ Basic AI Signal (Buy/Hold/Sell)
  • ✅ AI Analysis summary (strengths & risks)
  • ✅ Watchlist (up to 10 companies)
  • ✅ Sam remembers you (persistent goals & risk tolerance)
  • ❌ Intrinsic Value / Fair Value analysis
  • ❌ AI Prescriptive modules (5 deep insights)
  • ❌ Executive Pay & Proxy filings
  • ❌ Unlimited watchlist
  • ❌ Full Screener & Compare tools
  • ❌ Portfolio X-ray & Alerts
MOST POPULAR

Premium

More questions, deeper tools

$7.50/month

Billed $90/year — save $18

🧾 More of the analyst that shows receipts

25 Ask Sam questions a day, up from 5 on Free. Every figure is computed by our own code straight from SEC filings — sourced and cited, never guessed.

  • ✅ Everything in Free
  • ✅ 25 Ask Sam questions a day (5 on Free)
  • ✅ Intrinsic Value / Fair Value analysis
  • ✅ AI Prescriptive modules (5 deep insights)
  • ✅ Executive Pay & Proxy filings
  • ✅ Unlimited watchlist
  • ✅ Full Screener & Compare tools
  • ✅ On-demand AI analysis refresh
  • ✅ Priority support
  • ❌ Portfolio X-ray & Alerts
FOR POWER INVESTORS

Sam Pro

Your analyst — agentic and accountable

$41.66/month

Billed $499.90/year — save $99.98 (17% off)

🧾 Your analyst — agentic and accountable

Everything in Premium's receipts, and Ask Sam goes further: unlimited questions, multi-step research, and a backtested record of its own buy/hold/sell calls. Receipts on the analysis and the track record.

  • ✅ Everything in Premium
  • ✅ Agentic Ask Sam — unlimited Ask Sam questions + multi-step research
  • ✅ Portfolio CSV import + multi-portfolio management
  • ✅ Earnings Command Center (upcoming dates & post-earnings)
  • ✅ Smart-Money Signal Center (congressional trades, insider clusters, institutional shifts)
  • ✅ Dividend Income Planner (forward calendar + safety flags)
  • ✅ Peer percentile grades (value, quality, growth, momentum)
  • ✅ Accountability Pack (backtested verdict track record + quality scores)
  • ✅ Portfolio macro exposure analysis
  • ✅ Saved screens + custom alerts
  • ✅ Morning Note (daily/weekly email briefing)
  • ✅ Company Dossier PDF (research exports)

💚 14-day money-back guarantee. No questions asked. Cancel anytime.

Common questions

What makes Ask Sam different from other AI stock chatbots?

Ask Sam does not free-associate. Every number it gives is computed by our own code directly from SEC filings and cited back to the source, and its buy/hold/sell verdicts are tracked against a backtested record — so you can check its receipts instead of trusting a black box.

Where does the data come from?

All financial data is sourced directly from SEC EDGAR filings — the same numbers companies are legally required to file. We do not estimate or interpolate.

Is the data real-time?

No — SEC filings are quarterly (10-Q) and annual (10-K). This tool is designed for long-term, fundamental investors, not day traders.

Can I cancel anytime?

Yes. Cancel before your next billing date and you will not be charged again. Your access continues until the end of the paid period.

What is the AI analysis based on?

Our AI reads the actual filed financial data — revenue trends, margins, debt levels, insider activity — and synthesises it into plain-English insights. It is not financial advice.