Stock Portfolio Pro
Under review· 2Stock research platform with 19 years of SEC filings, AI analyst Q&A, portfolio tracking, insider trading history, and filing diff alerts.
Active plans
4
Total changes
11
Last change
Sep 3, 2026
Price trend
Power plan
What we know about Stock Portfolio Pro’s pricing
VolatileChanges in 12 months
14
Cadence
Every 6 days
Direction
New plan recently added
Category position
Cheaper than 70% of Finance & Accounting tools (1721 compared)
Current pricing
Monthly
monthly$12/mo
£9/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
- 25 Ask questions a month
- CSV export of any table
Pro
monthly$33/mo
£25/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)
- 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 11 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 plan | — | — | — |
| Aug 4, 2026 | Desk | removed plan | $1,490 | — | — |
| Aug 4, 2026 | Power | removed plan | $440 | — | — |
| Aug 4, 2026 | Annual | removed plan | $90 | — | — |
| Aug 4, 2026 | Monthly | increase | $9 | $12 | +33.3% |
| Aug 4, 2026 | Pro | increase | $25 | $33 | +32.0% |
| Jun 21, 2026 | Enterprise | new plan | — | — | — |
| Jun 21, 2026 | Desk | new plan | — | $1,490 | — |
Showing the most recent 10 changes. Full history back to 2023 is available through the developer API.
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