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Products/Finance & Accounting/Stock Portfolio Pro

Stock Portfolio Pro

Under review· 1

Stock research platform with 19 years of SEC filings, AI analyst Q&A, portfolio tracking, insider trading history, and filing diff alerts.

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Active plans

4

Total changes

8

Last change

Sep 3, 2026

Price trend

no history

What we know about Stock Portfolio Pro’s pricing

Volatile

Changes in 12 months

8

Cadence

Every 4 days

Direction

New plan recently added

Category position

Cheaper than 70% of Finance & Accounting tools (1715 compared)

Current pricing

Monthly

monthly
$12/mo

£9/mo

  • Every US-listed company filing in USD — up to 19 years of statements
  • 48 quarters, split-adjusted
  • Ratios, health checks & growth records
  • Peer comparison & side-by-side company compare
  • Markets page: news, movers, trending tickers
  • Portfolio tracker with look-through quality view
  • Watchlist + SEC filing alerts
  • Insider buy/sell history from Form 4 filings
  • 25 Ask questions a month
  • CSV export of any table

Pro

monthly
$33/mo

£25/mo

  • Everything in Monthly
  • 300 Ask questions a month
  • Filing Diff — what changed in each new 10-K/10-Q
  • Smart alerts — insider cluster buys, dividend-risk flags
  • Daily attribution — why your portfolio moved today
  • Insights — what makes each business unique
  • Business segments — revenue split by product line
  • Weekly portfolio briefing

Good

monthly
$24.99/mo
  • yearly$199.99/yr($199.99/year ($16.67/month effective))
  • Core research desk
  • Covered US-listed companies that file in USD(up to 19 years of statements and 48 quarters)
  • Ratios, health checks & growth records(computed for you)
  • Peer comparison & side-by-side company compare
  • Markets page(news, movers, trending tickers)
  • Portfolio tracker(with look-through quality view)
  • Watchlist + SEC filing alerts
  • Insider buy/sell history(from Form 4 filings)
  • AI credits(100 AI credits a month)
  • CSV export(of any table)

Desk

yearly
$166.67/mo

billed annually · $1,999.99/yr

  • Pro + client-facing licence, one named professional
  • Everything in Pro, with permission to incorporate verified outputs into your own commercial research and client communications
  • Priority support + a personal onboarding call
  • Built for RIAs, equity analysts and small funds
  • First to get new coverage as it ships

Price history

Last 8 changes

$25.00→$33.00(+32.0%)
$23.80$26.40$29.00$31.60$34.20Aug 2026Aug 2026Aug 2026: $25.00Aug 2026: $33.00
DatePlanChangeOldNewΔ%
Sep 3, 2026Desknew plan—$1,999.99—
Sep 3, 2026Goodnew plan—$24.99—
Aug 4, 2026Enterpriseremoved plan———
Aug 4, 2026Deskremoved plan$1,490——
Aug 4, 2026Powerremoved plan$440——
Aug 4, 2026Annualremoved plan$90——
Aug 4, 2026Monthlyincrease$9$12+33.3%
Aug 4, 2026Proincrease$25$33+32.0%

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