The Road Ahead

We build what subscriber revenue supports, in the order below, and we promise no dates. Everything here is a direction, not a promise. One rule holds through every step: every member sees the same numbers, and nothing we publish is a recommendation to any one person.

EarningsPro. Our ranking of every SEC filer on continuous quarter-on-quarter earnings and revenue growth, from its own filings; figures dated by the filing that carried them; rank within the peer group; twelve quarters of margin on every card; the identity panel; the earnings calendar; analyst consensus and ratings as the analysts' own; daily technical readings beside the score; news and transcripts per company; a back test you run on the full universe from 2013, ended companies included; the correction record.

LearningPro. Tutorials on reading the figures, starting with the multiple; a glossary that grows with every term the site uses.

Member account. Watchlists you type in, ticker by ticker, as many as you like; saved screens you build from any figure on the card; a nightly email of what changed on your lists: who filed, whose score moved, who reports tomorrow, what was restated.

Back test. You run it yourself on the full universe from 2013, ended companies included.

Why it is worth it. Our closest competitors sell historical screening at twice this price, and none of them, at any price, gives you the figure with the filing behind it, a back test that includes the companies that no longer exist, a rank that is always inside the peer group, or a published record of every correction. Where they offer alerts on prices, we start with alerts on the things that change a company: a filing, a score, a restatement, a report date.

• Watchlists from a file: upload a list of tickers, or paste one, and keep as many lists as you like
• Notes of your own on any company, kept with your lists
• Compare any two companies in the same peer group side by side, figure for figure
• Vote on what we build next, and suggest what you do not see on this page; the tally is published each month
• Alerts you set yourself: a score crossing a level you choose, a filing, a restatement, a report date, a daily indicator crossing a line, delivered by email the morning after
• Score history on every company: how its score moved, quarter by quarter, since 2013
• The back test reaches back to 2009, on the filings we already hold
• Dividend history and the dividend calendar on every company that pays one, with the beat-and-miss record beside the estimates
• Export our own figures and scores to a spreadsheet. Vendor data never leaves the site
• Peer-group pages with the group's range on each figure, so a company's number is read against its peers
• Price charts, from the day the market-data licence is in place, with the indicators you choose from the menu laid on them, any of the 51
• More than one chart of the same company on one screen, as the market-data licence allows
• Alerts on end-of-day prices: a close crossing a level you set. As subscriber revenue pays for the delayed or live feed, the same alerts arrive at that speed

Proposed price for new members when this phase is released: $39 a month, $319 a year. It could change until 31 days before release. Annual subscribers are locked in at their current price and will see everything everyone else sees at the new price.

Why it is worth it. These are the standard features of every competitor — lists, alerts and charts — on top of what none of them has. Where they let you export their data, we let you export ours: the filing-dated figures and the scores, which no one else holds. Where their alerts fire on a price, ours fire on a filing, a score crossing the level you set, a restatement, a report date, and a daily indicator crossing a line, one alert for every thing a company can do.

• Your positions from a file: upload a spreadsheet with ticker, shares, cost and date, or type them in; our score and what-to-watch beside each one, and your positions grouped by peer group; we never connect to a brokerage and never fetch anything
• Alerts on your positions: a score move, a filing, a restatement, a peer-rank change on anything you hold
• A map of the market by peer group, coloured by score, with your lists marked on it
• Run the back test on any list: a watchlist, your positions, or a peer group
• Monte Carlo simulation forward on the universe, or on the positions you entered, with every input stated and the range of outcomes shown, never one number; the same method for everyone, recommending nothing
• A second ranking, growth on its own terms, from the same filings
• Correlation and drawdown across any list you hold, computed the same way for everyone

Proposed price for new members when this phase is released: $45 a month, $359 a year. It could change until 31 days before release. Annual subscribers are locked in at their current price and will see everything everyone else sees at the new price.

Why it is worth it. Positions with the score beside each one and a simulation you run on them is sold on its own elsewhere; here it comes inside the same price, with the same method for everyone and no recommendation to anyone. A second ranking from the same filings is a second product. No competitor lets you back test a list of your own on a universe that includes the companies that ended.

• Who owns it: institutional holders and their changes; trades reported by members of Congress
• Options history: implied-volatility over time, put-call trend, from end-of-day chains
• The economy and the commodities behind each peer group: rates, inflation, employment, oil, copper, grains, on the group pages that depend on them
• Funds: holdings and weights, ranked on their own basis
• History back to 2001: the universe as it existed, companies that ended included, read from the filings before tagging began
• Alerts on ownership and estimates: an institutional holder's change, an insider trade, a trade by a member of Congress, an estimate revision
• Our figures by API for members who want them in their own tools; vendor data never leaves the site
• LearningPro: a tutorial series, one per figure on the card

Proposed price for new members when this phase is released: $49 a month, $399 a year. It could change until 31 days before release. Annual subscribers are locked in at their current price and will see everything everyone else sees at the new price.

Why it is worth it. At this price our closest competitors offer ten years of normalised fundamentals and written reports. We offer twenty-six years read from the filings themselves, who owns each company, its options history, and the economy and commodities behind its peer group, with a reconciliation that shows where the normalised figure differs from the filing.

• Today's price and change on every card during the session, fifteen minutes behind, labelled so
• Intraday charts and intraday readings beside the daily ones
• Today's movers crossed with the score
• Price alerts you set, during the day
• Long and short charts of the same company side by side: the years with your indicators, and the day as it moves, fifteen minutes behind

Proposed price for new members when this phase is released: $59 a month, $499 a year. It could change until 31 days before release. Annual subscribers are locked in at their current price and will see everything everyone else sees at the new price.

Why it is worth it. The first time the site moves during the day. The terminals sell live quotes on their own; we add the day, fifteen minutes behind and labelled so, on top of everything above, with the score beside every move.

• Options analytics on delayed chains: implied-volatility screening, compression, position evaluation
• The market-environment line moving during the day
• Intraday alerts on indicators and options readings
• History back to 1993 in the back test, the year electronic filing began, read from those filings

Proposed price for new members when this phase is released: $59 a month, $499 a year. It could change until 31 days before release. Annual subscribers are locked in at their current price and will see everything everyone else sees at the new price.

Why it is worth it. Options analytics without the exchange bill, and alerts that fire during the day on the readings you choose.

• The whole board live, with bid and ask
• Live options chains, Greeks and ratios
• Live charts everywhere a chart is

Proposed price for new members when this phase is released: $79 a month, $699 a year. It could change until 31 days before release. Annual subscribers are locked in at their current price and will see everything everyone else sees at the new price.

Why it is worth it. Live, with the exchange fees inside the price, and still the same numbers for every member.

• Launch: the nightly email on your lists: a filing, a score move, a report tomorrow, a restatement
• 2: alerts you set: a score crossing your level, a filing, a restatement, a report date, an end-of-day price crossing a level, a daily indicator crossing a line, a volatility band, an estimate revision; a news digest on your lists
• 3: the same on your positions, plus a peer-rank change on anything you hold
• 4: an institutional holder's change, an insider trade, a trade by a member of Congress, an options reading
• 5: price alerts during the day
• 6: intraday indicator and options alerts
• 7: live

Delivery is email. The site already fits a phone and a tablet, so every alert opens on the page it is about.

• Every member sees the same numbers. No tier sees more
• The score rests on SEC filings and nothing else. Everything else is shown beside it, never inside it
• Nothing we publish is a recommendation to you. Tools that take your lists or positions compute on them and recommend nothing
• Annual subscribers are locked in at their current price and will see everything everyone else sees at the new prices. A proposed price on this page could change until 31 days before that phase's release
• Every daily indicator the market reads is on the card at launch; the alerts, screens and intraday forms of each arrive in the phase that lists them below