Investor Pass

Pricing built for disciplined value investors.

Pick a monthly or annual plan, unlock watchlists and valuation downloads, and move to Stripe Checkout in a single click. Annual plans include two months free.

Stripe-secured payments Watchlist + unlock quotas included Weekly valuation digest + alerts

Billing period

Switch anytime. Annual saves two months automatically.

Individual Investor Pass

Pick the tier that matches your cadence. Gold is the recommended starting point for most active investors.

Silver

Individual starter

Best for learners

$10 /mo

Billed monthly

10 watchlist slots
Unlock 10 reports included, then $2/report
Margin of safety by ticker
Group watchlists

Great for previewing valuation unlocks and weekly digest access.

Recommended

Gold

Active investor

Power user

Heavy usage

$50 /mo

Billed monthly

50 watchlist slots
Unlock 50 reports included, then $2/report
Advanced MOS templates + export bundles
Priority email support

For investors who need high unlock limits and bulk exports.

Institutional Seats

Seat-based access for research teams with higher unlock quotas and shared watchlists.

Ruby

Institutional entry

Per seat

$100 /mo

Billed monthly

50 watchlist slots
Unlock 50 reports included, then $3/report
Shared MOS templates across seats
Team-ready exports

For boutique firms standardizing MOS playbooks.

Recommended

Sapphire

Research team

Most adopted

$200 /mo

Billed monthly

100 watchlist slots
Unlock 100 reports included, then $3/report
Group-level MOS governance
Dedicated success channel

Ideal balance of per-seat pricing and unlock headroom.

Diamond

Institutional scale

Per seat

$500 /mo

Billed monthly

250 watchlist slots
Unlock 250 reports included, then $3/report
Margin-of-safety governance at portfolio scale
Priority onboarding & white-glove support

Designed for desks that need strict governance and quotas.

Frequently asked

How do renewals and upgrades work? +

Plans auto-renew on the selected billing period. You can upgrade anytime; we pro-rate to the new tier and carry your watchlist + unlock counts forward.

What if I cancel? +

You keep access through the end of the paid period. Annual plans stay unlocked until their renewal date. We’ll remind you 7 days before renewal.

Are deposits required before subscribing? +

Subscriptions run through Stripe Checkout. Deposits are optional for unlocking extra reports or running one-off AI analyses; minimum deposit is $10 in $10 increments.

Deposit options

Load your ValueView wallet to cover unlocks or designated analysis companies.

After checkout

We refresh your wallet automatically on return and email a receipt. Need help? Email [email protected].

Need a custom seat pack or procurement review?

We can align approvals, provide security documentation, and tailor unlock quotas for your team.

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