Plans and pricing

Lite and Pro start with a 14-day free trial on your own portfolio, with every module on. Every trial starts with a 20-minute setup call. Nothing is charged until the trial ends. Enterprise starts with a scoped pilot.

The five modules

Portfolio monitoring

Filings, earnings, news and management commentary tracked daily. Alerts filtered for your book, briefings ahead of results dates and calls, and your thesis on each name checked both ways as evidence lands.

Portfolio monitoring

Fundamental research

In-depth research on any company or segment: drivers, industry structure, unit economics and valuation context, with counterarguments addressed and every claim footnoted to source.

Fundamental research

In-depth research on any company or segment: drivers, industry structure, unit economics and valuation context, with counterarguments addressed and every claim footnoted to source.

Fundamental research

In-depth research on any company or segment: drivers, industry structure, unit economics and valuation context, with counterarguments addressed and every claim footnoted to source.

Financial models

Models built and updated with scenarios and sensitivities. The Excel workbook comes with live formulas and is refreshed after each print.

Financial models

Models built and updated with scenarios and sensitivities. The Excel workbook comes with live formulas and is refreshed after each print.

Financial models

Models built and updated with scenarios and sensitivities. The Excel workbook comes with live formulas and is refreshed after each print.

Portfolio analytics

Factor exposures, benchmark comparison, contribution ranking and return attribution, built from your book.

Portfolio analytics

Factor exposures, benchmark comparison, contribution ranking and return attribution, built from your book.

Portfolio analytics

Factor exposures, benchmark comparison, contribution ranking and return attribution, built from your book.

Decision attribution

Every buy, sell, trim, pass and exit saved with its reasoning and priced later, showing what your own decisions made or cost.

Decision attribution

Every buy, sell, trim, pass and exit saved with its reasoning and priced later, showing what your own decisions made or cost.

Three plans

FOR INDIVIDUAL INVESTORS

Lite

$79/mo

Portfolio monitoring with thesis tracking, plus exposure and contribution analytics, on up to 30 names.

1 seat · personal use · 14-day free trial with every module on, card at signup · email support

Pro

$299/seat/mo

Full functionality: monitoring, fundamental research with autonomous discovery and a compounding knowledge base, financial models, full analytics and decision attribution. Unlimited requests.

Per seat · professional use · 14-day free trial on your actual book, card at signup · priority support and onboarding call

FOR FIRMS

Enterprise

Custom contract

Every module for the whole firm, plus broker research feeds, internal data connections, your own models maintained and private deployment.

Firm license · scoped pilot, no card, annual invoice · dedicated manager, SLA

Talk to us

What each plan includes

What Finn does

Lite

$79/mo · personal use

Pro

$299/seat/mo · professional use

Enterprise

Custom · annual

PORTFOLIO MONITORING

Names covered

Positions and watchlist combined.

Up to 30

Full book + watchlist

Unlimited · firm-wide

Morning brief and filtered alerts

Before the open: overnight moves read against your thesis. Quiet names get one line; sharp moves get their own alert.

✓

Earnings and filings

Release, call and transcript tracked separately. Pre-print note: what confirms your thesis, what breaks it.

✓

Thesis tracking

Your thesis on each name becomes specific claims, checked both ways as evidence lands.

✓

Briefings ahead of calendar events

Add Finn to the invite; prep arrives before results dates, management calls and reviews.

✓

FUNDAMENTAL RESEARCH

In-depth company and segment research

Deep dives with footnotes to source: drivers, industry structure, value chain, valuation context, counterarguments addressed. Requested by email.

10 / month

Unlimited (fair use)

Unlimited · priority

Broker notes and newsletters

Forward anything; the relevant parts come back, the rest is filed searchable.

Counts toward requests

Unlimited

Unlimited + entitlement feeds connected

Autonomous discovery

Finn originates ideas that fit your mandate and thesis, and moves them through the research pipeline.

—

✓

Compounding knowledge base

Every report, source and note retained and linked. Conviction on a new name builds across quarters.

—

✓

✓ firm-wide

FINANCIAL MODELS

Models built and updated

Scenarios, sensitivities and peer comparisons. Excel workbook attached with live formulas, refreshed after the print.

—

✓

Your firm’s existing models maintained

—

✓

PORTFOLIO ANALYTICS

Factor exposures and contribution ranking

✓

Return attribution and benchmark comparison

Local vs. currency across sector, region and country. Daily returns against your benchmark.

—

✓

✓ firm-wide roll-up

DECISION ATTRIBUTION

Decision memory

Every buy, sell, trim, pass and exit saved with your reasoning at the time. The record cannot be backfilled.

—

✓

Decision P&L

What your own decisions made or cost, separately from what your positions did. Each decision priced; patterns in basis points.

—

✓

✓ firm-wide

ENTERPRISE

Internal connections (research repository, PMS/OMS)

—

✓

Custom market coverage builds

—

✓

Deployment

Cloud

Private cloud or dedicated

SSO, audit log, DPA

—

✓

Included in every plan

These hold whichever plan you are on.

Licensed data, in the price

Market data, filings and transcripts from licensed providers, never scraped feeds, with every figure carrying its as-of date. No separate data subscription.

Licensed data, in the price

Market data, filings and transcripts from licensed providers, never scraped feeds, with every figure carrying its as-of date. No separate data subscription.

Licensed data, in the price

Market data, filings and transcripts from licensed providers, never scraped feeds, with every figure carrying its as-of date. No separate data subscription.

Every number checked against source

Automated checks plus a second model reading the draft against its sources before it reaches you, with uncertainty flagged where evidence is incomplete.

Every number checked against source

Automated checks plus a second model reading the draft against its sources, with uncertainty flagged where evidence is incomplete.

Every number checked against source

Automated checks plus a second model reading the draft against its sources before it reaches you, with uncertainty flagged where evidence is incomplete.

Your data stays yours

Fully segregated, never shared or used to train models for others.

Your data stays yours

Fully segregated, never shared or used to train models for others.

No recommendations, no execution

No buy, sell or hold calls. Every deliverable informs your decision, never replaces it.

No recommendations, no execution

No buy, sell or hold calls. Every deliverable informs your decision, never replaces it.

Nothing to install

Finn works through your email and calendar, with WhatsApp and Slack optional. No software to install, no dashboard to learn.

Nothing to install

Finn works through your email and calendar, with WhatsApp and Slack optional. No software to install, no dashboard to learn.

Nothing to install

Finn works through your email and calendar, with WhatsApp and Slack optional. No software to install, no dashboard to learn.

Start with a 14-day trial on your own book.

Every module is on during the trial on Lite and Pro. Enterprise pilots are scoped, with no card and annual invoicing.

Start trial

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