Stock Portfolio Pro
AutomatedStock research platform with 19 years of SEC filings, AI analyst Q&A, portfolio tracking, insider trading history, and filing diff alerts.
Stock Portfolio Pro has 4 plans: paid plans from $12/month. The last price change we recorded was on 4 August 2026.
Stock Portfolio Pro plans and prices
Monthly
monthly$12/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
Show all 10 featuresShow fewer
- 25 Ask questions a month
- CSV export of any table
Pro
monthly$33/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
Show all 10 featuresShow fewer
- 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 recorded changes
$25.00→$33.00(+32.0%)
| Date | Plan | Change | Old | New | Δ% |
|---|---|---|---|---|---|
| Sep 3, 2026 | Desk | New plan | — | $1,999.99 | — |
| Sep 3, 2026 | Good | New plan | — | $24.99 | — |
| Aug 4, 2026 | Enterprise | Removed | — | — | — |
| Aug 4, 2026 | Desk | Removed | £1,490 | — | — |
| Aug 4, 2026 | Power | Removed | £440 | — | — |
| Aug 4, 2026 | Annual | Removed | £90 | — | — |
| Aug 4, 2026 | Monthly | Increase | $9 | $12 | +33.3% |
| Aug 4, 2026 | Pro | Increase | $25 | $33 | +32.0% |
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