Getting started
What is Investingly?
A research terminal for stock investors: financial statements, a screener, valuation models, watchlists with alerts, portfolios, superinvestor and insider activity, and AI research, in one place.
Do I need an account?
No. Company pages, the screener and markets work without one. You only sign up to save something, such as a watchlist or a dashboard.
Free, Plus and Pro
Is Investingly free?
Yes. The Free plan needs no card and doesn’t expire. Plus and Pro add longer history and higher limits.
What does the Free plan include?
- 5 years of annual statements and 20 quarters
- 1 watchlists of 25 stocks, 3 price alerts
- 0 dashboards, 2 paper portfolio
- 5 screener filters at a time
- AI research with your own Claude or ChatGPT key
- 3 downloads and 1 research report a month
What does Plus add?
10 years of statements, earnings call transcripts, 15 screener filters at a time, filing, insider and 13F alerts, the Excel company model, prepaid AI credits, and 30 downloads and 15 research reports a month.
What does Pro add?
20+ years of statements, every operating KPI and segment year, unlimited screener filters, the report builder, model portfolio back-tests, and unlimited downloads and research reports. The full list is on the pricing page.
How much are Plus and Pro?
Plus is $15 a month or $120 a year. Pro is $30 a month, $240 a year, or $399 once for lifetime Pro. Prices are in US dollars.
What happens to my data if I go back to Free?
Nothing is deleted. Paid features lock until you upgrade again.
Trial & billing
How does the first-month offer work?
Your first month costs $1 on Plus or $5 on Pro, monthly or yearly. A month later the plan you picked is charged at its full price: every month, or the whole year on a yearly plan. Cancel before then and you pay nothing more.
Will I get a reminder before the trial ends?
Don’t count on one. The end date is in Settings → Plan & billing.
Can I start paying before the trial ends?
Yes. Choose “Upgrade now” on the pricing page; the trial ends and your card is charged that day.
Can I switch from monthly to yearly?
Yes. In Settings → Plan & billing → Manage subscription, choose yearly. Stripe shows exactly what you'll be charged, with any unused time credited, before you confirm.
Can I move between Plus and Pro?
Yes, any time in Settings → Plan & billing. Stripe shows exactly what you'll be charged or credited before you confirm the switch.
Will my plan renew automatically?
Yes. Monthly plans renew every month and yearly plans every year, on the card you paid with, until you cancel. Lifetime is one payment and never renews.
Are ETF and fund pages included?
Fund pages, with performance, fees, exposure and similar funds, are on every plan. A fund's full holdings list and what changed each quarter are part of Plus and Pro.
How do I cancel?
Settings → Plan & billing → Manage subscription. Cancelling stops the next renewal; you keep your plan until the end of the period you’ve paid for, then move to Free.
Can prices change?
Yes, with at least 45 days’ notice by email. You can cancel before the new price applies.
How do I pay, and where are my invoices?
Payments run through Stripe. Update your card or download invoices from Settings → Plan & billing → Manage subscription.
What if a payment fails?
Your plan may be paused until the payment goes through. Update your card in Manage subscription.
Refunds
Can I get a refund?
- Yearly plans: yes, in full, if you ask within 30 days of the purchase or renewal.
- Monthly plans: no. Cancelling stops the next renewal but doesn’t refund the current month.
- Lifetime: no, it’s a one-time final sale.
- AI credits: no. Unused credits don’t expire.
Discounted plans follow the same rules. EU, EEA and UK consumers can also cancel a new subscription within 14 days for a pro-rated refund.
What happens to Lifetime Pro if Investingly shuts down?
You’d get at least 60 days’ notice by email and can download your data from Settings. Your lifetime payment is refunded for the unused part of five years: $399 less $6.65 for each month since purchase, so nothing is owed after five years.
How do I ask for one?
Use the contact page from the email address on your account. Approved refunds reach your card in about 5–10 business days.
Features
How do alerts work?
Turn on the bell for a stock in a watchlist. Price alerts are on every plan; Plus and Pro add alerts for new filings, insider trades and superinvestor (13F) moves. Alerts arrive by email; choose which in Settings → Notifications.
How does AI Research work?
Ask questions about a company and get answers drawn from its filings and figures. On every plan, add your own Claude or ChatGPT key in AI Research and ask as many as you like, billed by that provider. On Plus and Pro you can also buy AI credits there and pay as you go.
Can I download the data?
Yes. Tables export to CSV, and on Plus and Pro every company has an Excel model with its statements and a driver-based forecast. Free includes 3 downloads a month, Plus 30, and Pro has no limit.
Can I import my portfolio?
Yes, on every plan: import from Interactive Brokers or a CSV file, or build paper portfolios by hand.
The data
Where do the numbers come from?
Financial statements come from company filings (SEC EDGAR for US companies, regulators’ public filings elsewhere). Insider trades come from Form 4 filings, superinvestor holdings from 13F filings, and prices from market data feeds.
Which companies are covered?
Thousands of US-listed companies, plus a growing set of other markets. Use search to check a ticker.
How current is it?
Prices update through the trading day and may be delayed. Statements, insider trades and filings are added daily as companies file; 13F holdings update each quarter.
Is this investment advice?
No. Investingly is research software. Nothing on it is a recommendation to buy or sell a security.
Something looks wrong. Who do I tell?
Use the contact page. We read every message.
Account & security
Can I sign in with Google?
Yes, or with email and a password.
Can I turn on two-step sign-in?
Yes, in Settings → Sign-in & security.
How do I export or delete my data?
Settings → Your data. “Download my data” gives you everything you’ve saved; “Request deletion” closes the account and deletes its data within 30 days.
Can I share my account?
No. One person per account.
Affiliates
Do you have an affiliate program?
Yes. Affiliates earn a share of what the people they refer pay, and those people get a longer trial and a first-year discount. Details and sign-up on the affiliate page.