Pricing

Three plans

The research tools are free and stay free. The test tools give you three runs a month at no cost, so you can walk a portfolio the whole way through before deciding whether any of this is worth paying for.

Accounts are not open yet. The platform is in beta and signup opens at launch. Leave an address below and you will hear once, when it opens. Everyone already in the beta keeps full access to everything, on every plan.
Free
$0

Everything you need to understand the environment, and enough of the test path to know whether the rest is for you.

  • Macro Regime Dashboard 27 indicators and a composite score back to 1964, updated every morning
  • Chart Lab 3,223 series from 26 public sources, with shareable links and embeds
  • Factor Backtester Fama-French factors, decade by decade
  • Three runs a month in each test tool Backtester, Stress Tester and Efficient Frontier: three each, not three between them
  • The efficient frontier itself, unlimited Every methodology, window and constraint. Only placing your own portfolio on it counts as a run.
Everything
$40/ month

For building the strategies that fill an allocation, keeping them, and being told when something moves.

Everything in $20, and:
  • Strategy Lab Multi-factor equity screens and ETF rotation on survivorship-complete, point-in-time data
  • Saved strategies Keep what you build instead of rebuilding it
  • Monitor Saved research, and alerts when the macro regime shifts

What counts as one of the three

A run is a portfolio, and the settings you are asking about it. Not a request, not a click, and not a page load. Every tool spends one when you ask it something new and nothing when you look at the same thing again.

  • Backtester. One allocation over one window. The regime, rebalancing, attribution and Monte Carlo studies all come with it; they fire from the same press of Run.
  • Stress Tester. One allocation at one intensity. All twelve scenarios, the cross-scenario diagnosis and the portfolio comparison are part of it.
  • Efficient Frontier. Placing one allocation against the curve. Every methodology, lookback, constraint and view you then try is included, and the curve on its own is free however long you spend with it.

Running the same thing again never counts. Re-open a backtest you ran last week, flip back to a scenario you already looked at, reload the page: none of it spends anything. The counter is for new questions, and it resets on the first of the month.

The honest parts

Is the free plan a trial?

No. It does not expire and it does not ask for a card. The macro dashboard, Chart Lab and the factor tool are free permanently, and the three monthly runs come back every month whether or not you ever pay for anything.

Why is history not limited on the free plan?

Because capping it at 1970 would be no limit at all for most of the people this is built for, and a real one for the few doing long horizon work, which is precisely backwards. The ceiling is the number of questions, not the data behind them.

Can I cancel?

Whenever you like, and you keep access until the end of the period you have paid for. Your saved work is not deleted when a subscription ends; it stops being reachable from the tools that are no longer in your plan, and comes back if you return.

Is this investment advice?

No. Everything here is historical analysis and educational material: a description of what happened, not a recommendation about what to do. Nothing on this platform is personalised advice, and no part of it knows anything about your circumstances.

Prices are in US dollars and exclude any tax that applies where you are. Market and macro data is licensed from its sources and every source is credited in the tool that uses it; some series may be charted and embedded but not downloaded, and each tool says which. See the Terms of Service and Privacy Policy.