Reading research is free. Producing it costs what it costs.
Every plan runs the same models, the same regime engine, the same intelligence services, and nothing is held back for a higher tier. What a subscription buys is a quantity of work each month, written down as counts you can check. Past those counts, credits buy more of the same work at one published rate — on every plan, in any volume.
Same platform. Different capacity.
Billed monthly. Cancel any time.
Every model. Every service. The same engine.
25 research symbols a month, one live portfolio and 3 years of regime history. Validations and test portfolios are bought when a month calls for them.
For a self-directed investor with a process, working a focused book and checking a view they have already formed against independent evidence.
Billed monthly. Cancel any time.
Every model. Every service. The same engine.
3 validations via walk-forward a month, 3 test portfolios, 100 research symbols and 10 years of regime history.
For advisers, family offices and quantitative researchers who run standing analysis across several books and test their own policy against history.
Configure your research environment with our team.
Every model. Every service. The same engine.
50 validations via walk-forward a month, 25 test portfolios, 1,000 research symbols and the full regime archive.
For desks that need a shared pool, dedicated capacity, programmatic access and an audit trail behind every number a client sees.
| Intelligence | Investor | Professional | Institutional |
|---|---|---|---|
| Investment intelligenceforecasts and intrinsic value | Unlimited | Unlimited | Unlimited |
| Research intelligencenew research on a symbol | 25 symbols / month | 100 symbols / month | 1,000 symbols / month |
| Regime intelligencestate, transitions and history | Free · 3 years | Free · 10 years | Free · Full archive |
| Risk intelligencethe check that stops a bad trade | Unlimited | Unlimited | Unlimited |
| Portfolio intelligenceone live book, plus test portfolios | 1 live · 0 test | 1 live · 3 test | 1 live · 25 test |
| Strategy intelligencevalidations via walk-forward | 0 / month | 3 / month | 50 / month |
| Workspace | Investor | Professional | Institutional |
|---|---|---|---|
| Compute queue | Standard | Priority | Dedicated GPU |
| Custom data ingest | — | — | Included |
| Team workspaces, shared credit pool | — | — | Included |
| REST / WebSocket API | — | — | Included |
| Single sign-on, audit log | — | — | Included |
| Named quantitative engineer | — | — | Included |
A plan includes work, stated as counts you can check against your own month: validations, test portfolios, research symbols. Past those counts, credits buy more of the same work at one published rate, and every tier may buy any volume of anything. There is no second counter to disagree with the first, no allowance to divide, and no ceiling that turns a busy month into a sales call.
The check that stops a bad trade must never be the one a customer rations. Investment intelligence is unmetered for the same reason: a forecast you are charged to refresh is a forecast you refresh less often than you should. What credits meter is work the platform does on demand and for you alone — a validation, a test portfolio computed nightly, research on a symbol nobody has asked about yet.
One currency. Three things it buys.
A Quant Credit is the unit, and it is the only one. Three actions are metered today, each at one flat price that does not move with your plan, your book size or how much history it reads. Your plan includes a quantity of each outright; credits pay for whatever your month runs past that, out of a single balance you spend on whichever of the three you actually need.
One run of the whole Strategy loop, at any book size, over a fixed window of history.
A portfolio that holds no money, computed daily beside your live one, for as long as you watch it.
New research produced on symbols you name. Reading research already produced is free, on every plan.
It is the whole Strategy loop, end to end — not four products you assemble. Parameter tuning and the walk-forward backtest are steps of one run, over a fixed 1-year window of history, because there is no deeper data for that function. Depth is therefore not a choice you make here, and not a reason one plan's validation is worth more than another's.
Choose the rules, the universe and the constraints the strategy will trade under. Nothing has run yet and nothing has been charged.
The platform tunes and tests forward across a 1-year window, fitting only on what was knowable on each date and scoring on what came next.
A full portfolio that holds no money, computed daily beside your live one. You name it, and you watch it behave on real days before it touches capital.
When it has earned the promotion it becomes a live book. Nothing about the strategy changes at that moment except that it is real.
Two of those four steps are metered and the other two are free, which is the whole of the arithmetic. What your plan includes comes out first and credits pay only for the remainder. A run is still quoted before it starts and you still confirm it — but by then you already know the figure, because it is the same figure every time.
Work out your month before you commit.
Set the work you expect to run. Each plan includes a quantity of it outright; anything past that is bought in credits at the published rate, and the estimator prices the remainder at the cheapest pack combination that covers it.
| Work | A month of | Investor | ProfessionalCheapest this month | Institutional |
|---|---|---|---|---|
| Validation via walk-forward150 credits each | 600 | 150 | Included | |
| Test portfolio150 credits per portfolio, per month | 450 | Included | Included | |
| Research symbols50 credits per 25 symbols | 150 | Included | Included | |
| Credits to buy | 1,200 | 150 | 0 | |
| Packs | 1 × 1,500 QC pack | 1 × 300 QC pack | None needed | |
| A month costs | $120 / mo | $110 / mo | Quoted with you | |
Professional already costs less than Investor for the month you have set.
Institutional is quoted with you rather than listed, so there is no price here to cross over. For the month you have set it takes 150 credits off what you would buy on Professional — and what it adds past that is the shared credit pool, the API, single sign-on, the audit log, custom ingest and a named engineer.
Packs come in whole units, so a month that only just runs past what your plan includes still buys a whole pack — and the rest of it keeps for 12 months. Included counts reset each month; nothing rolls over, because nothing was issued.
Buy capacity when a research week runs hot.
Packs are one-off purchases, valid 12 months from the date you buy them, on any tier. A bigger pack buys a better rate, and a pack survives both downgrade and cancellation.
| Pack | Price | What it buys | Rate | Position |
|---|---|---|---|---|
| 300 QC | $30 | 2 validations or 2 test-portfolio months or 150 research symbols | Baseline | Occasional overflow |
| 750 QC | $60 | 5 validations or 5 test-portfolio months or 375 research symbols | 25% more credits per dollar | A month of steady validation |
| 1,500 QC | $100 | 10 validations or 10 test-portfolio months or 750 research symbols | 50% more credits per dollar | Sustained parameter studies |
No plan grants credits. What a plan includes is work, and those counts reset each month. Credits are only ever bought, so the only balance you carry is one you paid for — and that one keeps for 12 months rather than expiring with the cycle.
You are never blocked mid-analysis: a run that takes you past zero completes rather than dying halfway, which is the worst thing a metered product can do to somebody. It is a buffer and not a line of credit — the next run is quoted against what is left of it.
Investor includes no validations and may still run them; a top-up pack is the only prerequisite. Nothing is withheld from a plan and sold back as an upgrade, and no monthly ceiling turns a busy week into a sales call.
Purchased pack balances survive both, for the full 12 months. Nothing is ever auto-charged to cover a shortfall — if a month runs past what your plan includes, the run waits for you to confirm a pack.