Every company is open on every plan. Plans differ by how deep the evidence goes.
Start free to read any company we cover — its filed record (financial statements for every year, segments, filings, ownership and insider trades) and our full read on one company a month. Analyst opens our verdict and the measured evidence underneath it on every company, with alerts. Research Pro adds market-wide discovery — the opportunity list, the forming-trend radar, cascades and screens — and Teams & Data puts it in front of a whole desk.
No index restriction on any plan
Seven-day Research Pro trial, no card
Yearly billing is two months free
One account, both surfaces — the plan you buy here works in the iPhone app
FreeRead the record
$0forever
Every company's filed numbers, filings and owners, open. Our full read on one company a month.
For the curious investor, and for anyone weighing the product up.
What you get
Financial statements for every year, quarterly series, segment and KPI history — on every company we cover
Every SEC filing with a plain-language summary, guidance, risk-factor changes and government awards
Who owns it: every 13F filer, quarter-on-quarter changes, the tracked funds, insider trades and 13D/13G holders
What moved today and why, sector map, movers and live price
Follow two companies — we tell you when they file or an insider buys
Our verdict and full read on one company each month
Not included
Our verdict and read beyond that one company
The companies behind each trend, and verdict-change alerts
Market-wide discovery, the ranked opportunity list and export
For the serious individual investor, the independent analyst and the person running a family portfolio.
What you get
Our verdict, score, band, reasons and counter-thesis — on every company we cover
Earnings quality, what changed this quarter, whether management kept its word, the revenue-mix shift
Valuation against peers, sector rank and whether a trend is already in the price
Our read on owners: whether an insider sale is unusual, what institutions are doing, funds vs insiders
Analyst estimates, targets and their history; short interest and options positioning
The trend board with the companies each trend touches, their share and rank
Macro: the regime, risk level, leading indicators and our house-view record — every call stamped and checked over 30 days
A 50-company watchlist, alerts, verdict-change notifications, daily verdict cards and the catalyst feed
Not included
The ranked opportunity list and the forming-theme radar
Second-order chains and the companies in a cascade
Market-wide screens: insider, 13F flow, short interest, SEC filing intelligence
Screener, saved screens, export and API
Most popular
Research ProFind what is next, across the market
$89/ month
Market-wide discovery: the ranked list, the forming radar, second-order chains, every screen and export.
For the professional and semi-professional analyst, the small-fund researcher and the family office.
What you get
Everything in Analyst
The ranked opportunity list across the whole market
Forming-theme radar: themes we can measure before they are established
Second-order chains and the companies in a cascade
Market-wide screens: insider activity, 13F flow, short interest, SEC filing intelligence and theme breadth
Criteria screener, saved screens, every alert class and the stamped track record
Unlimited watchlist and alerts, plus CSV and JSON export
Not included
API access
Data licensing
Multiple seats — that is the Teams plan
Teams & DataPut it in your stack
Contact us
Research Pro for the whole desk, plus your data engagement.
For funds, family offices, research teams and data buyers. Sold under contract, not through checkout.
What you get
Up to five Research Pro seats
Coverage and workflow onboarding
Priority data-quality review and a custom universe definition
API access and bulk delivery, scoped by agreement
Data licensing is a separate contract
Not included
Price, analyst, options and short data are licensed from providers and are never resold in any package
Start your 7-day Research Pro trial — no card required.
Full depth on every company. When the week ends you drop to Free — nothing is charged, and there is nothing to cancel. The trial does not use up your free report for the month.
Subscriptions renew automatically until you cancel. You can cancel at any time from your account — access continues to the end of the period you have paid for. If a renewal payment fails, your access stays on for up to 16 days while the card is retried.
Sold by Lemon Squeezy, LLC as merchant of record, which issues your invoice and handles VAT. The charge appears on your statement as Lemon Squeezy, not as EquiReason. See our Terms of Service and Refund Policy.
Already have an account?
Everyone who signed up before these plans went live keeps full access, permanently, as a founding member. You carried the product while it had no paywall — nobody wakes up to find yesterday's screen locked. Your plan status is shown on your account page.
Full comparison
Line by line, what each plan opens.
73 rows, grouped the way the product is layered. Every plan searches and opens every company we cover — the difference is how deep the evidence goes.
Scroll sideways to compare plans
Feature availability by plan. A dash means the plan does not include that row.
Feature
Free$0
Analyst$49 / mo
Research Pro$89 / mo
Teams & DataContact us
Market viewWhat moved and the sector map are open on every plan; the macro read is in Analyst.
What moved today and the news behind it, in plain language
Sector map and movers
The macro read — regime, risk level, recession and cycle gauges
Leading indicators
House view card and desk note
House view scorecard — the stamped 30-day record
Headline only
Trend board: every confirmed trend, what drives it and what would end it
The companies tied to each trend, with share and rank
Forming-theme radar — themes before they are established
Theme file: definition, mechanism and related themes
Search, open and list every company we cover
Since-last-visit and your-companies status strip
Watchlist symbols
Watchlist symbols
The filed recordOpen on every plan, on every company we cover — every year we hold.
Identity, profile, financial statements for every year, margins and multiples
Quarterly series, segment, product and geography revenue with history, company KPIs
Every SEC filing with a plain-language summary, event type and figures
What management guided, risk-factor changes and government contract awards
Every 13F filer, quarter-on-quarter changes, the tracked funds and the flow series
Insider trades with plan status, and 13D / 13G holders
GAAP-vs-adjusted figures in the company's own words
Five-year price chart, live price and return context
Trend link: label and lifecycle
Earnings countdown and next catalyst
Company verdictWhat we think, and why — on every company with Analyst. Free opens it on one company each month.
Verdict, score, band and one-line thesis
1 company / month
Reasons and counter-thesis
1 company / month
Why this score — the questions that moved it, with the company's own figures
1 company / month
Confidence reasons and evidence grade
1 company / month
Source-coverage grid — what the verdict is not relying on
1 company / month
Quality score, Altman Z and risk caps
1 company / month
Attractiveness verdict and its three axes
1 company / month
Our read on the companyWhat the filed record means — on every company with Analyst. Free opens it on one company each month.
Stage-gate table and the full evidence file behind the verdict
1 company / month
Earnings quality: subgroups, accruals, cash conversion, receivables gap
1 company / month
What changed this quarter, the delivery record and the quarterly trajectory
1 company / month
Whether management kept its word, and our reading of each earnings call
1 company / month
What each filing means, and whether a risk-factor change matters
1 company / month
Revenue-mix shift and within-sector rank
1 company / month
The peer table, valuation against peers and whether the trend is already in the price
1 company / month
Revenue share behind each trend link, evidence ladder and SEC validation
1 company / month
Signal tensions — where the evidence contradicts itself
1 company / month
Our read on owners and the marketLicensed market data is shown inside the product only. Never on the open web, in any package.
What institutions are doing, and the funds-vs-insider note
1 company / month
Short interest with its history
1 company / month
Options positioning
1 company / month
Analyst estimates, targets and the revision timeline
1 company / month
Discovery screensFinding the name instead of looking it up — Research Pro. Analyst sees the first rows of the ranked list.
Ranked opportunity list
3 rows
3 rows
250 rows
Custom universe
Screen filters: sector, lane, tier, catalyst
Sector only
Evidence badges on list rows
Count only
Trend beneficiary pools
Count only
Measured share stamps and evidence rung on pool rows
Cascade and second-order chains
Flagged only
Bulk multi-symbol scan
Catalyst feed and event-to-symbol search
Latest few
Market-wide insider screen
Market-wide 13F flow screen
Market-wide short interest screen
SEC filing intelligence screen
Market-wide theme-breadth scan
Saved screens and filter sets
Automation and alertsThe desk telling you what changed, instead of you going to look.
Watchlist symbols
2
50
Unlimited
Unlimited
Alerts you set yourself
10
Unlimited
Unlimited
New filings and insider buys on the companies you follow
Detection record — what each trend detection later did
Headline only
Stamped track record
Mobile push delivery
Filings and insider buys
Basic classes
Data accessViewing is not redistribution. Licensed price, analyst, options and short data never leave the product, in any package.
Report sharing link
JSON report export
CSV export: opportunity list, financials, KPI series
10,000 rows
10,000 rows
API access
By agreement
Data licensing — our own SEC-sourced layer only
Separate contract
Seats
1
1
1
5
Onboarding and priority data-quality review
What it is built on
Primary sources, read directly.
The evidence layer is assembled from company disclosure rather than commentary. Market, analyst and options data come from licensed providers and stay inside the product.
SEC filingsAnnual, quarterly and current reports, read line by line
XBRL financial factsNormalized, period-stamped, checked against the filing
13F holdingsInstitutional positions, unit-corrected and aggregated
Form 4 insider recordsTrade by trade, including whether a sale was pre-scheduled
How EquiReason Thinks
One research chain, not disconnected scores.
Every plan sees every company we cover — plans differ by how deep the evidence goes, never by which names you are allowed to open
You pay for normalized coverage, verified linkage, decision context and proof — not tokens or raw public-data resale
Measured calls are timestamped when made and evaluated forward — never backfilled
Coverage-limited layers show their source and freshness; scoped API, bulk delivery and SLA are sold only by agreement
Data licensing covers our own SEC-sourced layer only. Price, analyst, options and short data stay inside the product
Questions
Before you decide.
When am I charged?
When you complete checkout, and then at the start of each billing period — monthly or yearly, whichever you chose. The seven-day trial takes no card, so nothing is charged while it runs.
Can I cancel at any time?
Yes. Cancelling, changing your card and downloading invoices all happen in the billing portal, which opens from your account page. Your plan stays open until the end of the period you have already paid for. There is no cancellation fee and no minimum term.
Is the trial really card-free?
Yes. We never ask for a card to start it. When the seven days end you drop to Free automatically — nothing is charged and there is nothing to cancel. The trial also does not use up that month's free report.
Do cheaper plans see fewer companies?
No. Every plan can search, open and list every company we cover, with no index restriction. Plans differ by how deep the evidence goes, not by which companies you are allowed to look at.
Where does the data come from?
Company filings from SEC EDGAR — annual, quarterly and current reports, XBRL financial facts, institutional 13F holdings and Form 4 insider transactions — plus earnings-call language, and market and analyst data from licensed providers. Every layer states its source and freshness, and missing evidence is shown rather than hidden.
Is this investment advice?
No. EquiReason is a research tool. It shows the evidence, the reasoning and the limits of both, so you can reach your own conclusion. It does not tell you what to do with your money, and we are not licensed advisers.
Who handles billing, invoices and VAT?
Payments run through Lemon Squeezy as Merchant of Record. They collect and remit sales tax and VAT where it applies and issue your invoice. Card details never reach our servers. The charge shows up on your statement as Lemon Squeezy rather than EquiReason — if you do not recognise a payment, that is almost always why.
How do I buy Teams & Data?
By talking to us, not through checkout. Seats, coverage scope and the data engagement are agreed first, so Teams & Data is sold under contract. Use the Contact sales button on the plan and we will come back with the scope and the paperwork.
Can I change plans later?
Yes. An upgrade opens the extra depth as soon as the payment clears; a downgrade takes effect at the end of the period you have paid for. Your watchlist, alerts and saved work stay on your account either way.
Start with the free read. Pay when you need the proof.
Open any company's filed record, read our full verdict on one company a month, and decide for yourself whether the evidence underneath is worth paying for.
Research platform — not investment advice. Licensed price, analyst, options and short data are never resold in any package, and thresholds and weights are not part of any licence.
