Plans and pricing
Finn is an AI research analyst for fundamental investors. Research agents that hold your positions and your thesis on each name, work on schedules and market events, and check every number against source. It works through email and calendar, with WhatsApp and Slack optional.
FOR INDIVIDUAL INVESTORS
Lite
$79/mo
Portfolio monitoring with thesis tracking, plus exposure and contribution analytics, on up to 30 names. 10 in-depth research requests a month.
1 seat · personal use · 14-day free trial with every module on, card at signup · email support
MOST POPULAR
Pro
$299/seat/mo
Every module on your full book: 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 annual 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
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.
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.
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.
Plan comparison
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
Cloud
Private cloud or dedicated
SSO, audit log, DPA
—
—
✓
Under every plan
Licensed institutional data
Market data, filings and transcripts from licensed providers, never scraped feeds, with every figure carrying its as-of date.
Verification on every report
Automated checks plus a second model reading the draft against its sources, with uncertainty flagged where evidence is incomplete.
One maintained memory of your book
Positions, watchlist, theses, KPIs and standards.
Your data stays yours
Fully segregated, never shared or used to train models for others.
No buy, sell or hold recommendations, and no execution
Every deliverable informs your call, never replaces it.