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Premium
Full 13F history, advanced tools, watchlists, and alerts.
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/ quarter
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/ year Save ~17%
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Professional
Full fund, BDC, adviser (ADV), and private data plus exports and API access.
$30
/ quarter
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$99
/ year Save ~17%
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|---|---|---|---|
| Discover | |||
| Top Moves Discovery Feed | 6 cards | 6 cards | 6 cards |
| Quarterly Trends | ✓ | ✓ | ✓ |
| ETF Discovery Hub | ✓ | ✓ | ✓ |
| Stocks per ETF Basket | Up to 10 | Up to 10 | Up to 10 |
| ETF Screener Results | 5 | 5 | 500 |
| Ownership Momentum Scores | ✓ | ✓ | ✓ |
| Data Access | |||
| Institutional Manager (13F) History | 2 quarters | Full available history | Full available history |
| Full Mutual Fund & ETF Profiles | — | — | Full available history |
| BDC Portfolios (Private Credit) | — | — | ✓ |
| Adviser Registrations (Form ADV) | — | — | ✓ |
| Political Trades (Congress + Executive) | Last 30 days | Full history | Full history |
| Tracking | |||
| Watchlist Managers | 3 | 30 | 100 |
| Watchlist Securities | 3 | 30 | 100 |
| Watchlist Fund Series | 3 | 30 | 100 |
| Watchlist BDCs | — | — | 100 |
| Named Fund Portfolios | — | 1 · 10 funds | 5 · 25 funds |
| Dashboard Activity Feed | 3 items | Unlimited | Unlimited |
| Email Alerts | ✓ | ✓ | ✓ |
| Research Tools | |||
| Manager Screener Tool | — | ✓ | ✓ |
| Insider Transactions (Form 4) | — | ✓ | ✓ |
| Activist Investors (Schedule 13D) | — | ✓ | ✓ |
| 13F Manager Overlap | — | ✓ | ✓ |
| Fund & ETF Portfolio Overlap | — | — | ✓ |
| Regional Analysis Tool | — | ✓ | ✓ |
| Detailed Pre-IPO / Private Holdings Analysis | — | — | ✓ |
| Full Exports (CSV, XLSX, PDF) | — | — | ✓ |
| Shared Links / month | — | 1 | 5 |
| API & AI Agents | |||
| Developer API (34 REST endpoints) | — | — | 1,000 req/hr |
| Claude & AI Agent Access (MCP connector) | — | — | ✓ |
Enterprise
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SEC-sourced public data
Updated nightly