InvestorsStack

Pricing

Choose the plan that fits your investing workflow. Cancel anytime, no questions asked.

Free

Current Plan

Get started with essential research

$0/mo

No credit card required

✓Stock research — Overview & Metrics tabs
✓Price charts & technical indicators
✓Portfolio backtesting (up to 4 years)
✓Basic portfolio tracker
✓Stock screener
✓Economy data & treasury rates
Most Popular

Plus

Full research toolkit for serious investors

$14/mo

$170 billed annually

✓Everything in Free
✓Full Summary tab with metric grading (71 metrics)
✓Stats — correlation analysis with year offsets
✓Financial statements (income, balance sheet, cash flow)
✓Valuation, growth, ratings & analyst estimates
✓Press releases, executives & company data
✓Stock comparison (5 stocks side-by-side)
✓Unlimited backtesting — any date range
✓Full portfolio tracker with all analytics
✓Advanced screener with fundamentals
✓Cloud sync across devices

Pro

Advanced modeling and ownership data

$25/mo

$300 billed annually

✓Everything in Plus
✓Custom DCF modeling with your own assumptions
✓Portfolio weight optimizer (CAGR/Sharpe/drawdown)
✓Monte Carlo simulation for portfolio projections
✓Stress testing against historical crises
✓Insider trading & congressional trades
✓Institutional ownership (13F filings)
✓ETF holdings breakdown

Frequently Asked Questions

Can I cancel anytime?

Yes. Cancel from your account settings any time — you'll keep access until the end of your billing period.

Can I switch between Plus and Pro?

Yes. You can upgrade or downgrade at any time. Stripe will prorate the difference automatically.

What payment methods do you accept?

All major credit cards via Stripe. Your payment info is never stored on our servers.

Where does the data come from?

We use Financial Modeling Prep as our primary data provider, with supplementary sources. Data is updated in real-time during market hours.

Is there a free trial?

The Free tier gives you permanent access to core features with no time limit. You can upgrade whenever you need the advanced tools.