Pricing
Self-serve access to N-PX, N-PORT, Form ADV, and Float.
The filings you usually have to gate behind an enterprise contract — available on Pay As You Go the moment you sign up. Every org starts with 250 included calls, moves into PAYG by default, and can graduate to commit plans when usage stabilizes.
- No sales call to unlock N-PX, N-PORT, Form ADV, or Float
- Same contract model across REST, SDK, CLI, MCP
- Pay-as-you-go by default; 250 free calls for every new org
Proxy votes
N-PX
Fund proxy voting records — positions, issuers, and how each vote was cast.
Fund holdings
N-PORT
Monthly holdings reports from registered funds — positions, valuations, and risk metrics.
Advisers
Form ADV
Registered investment adviser records — AUM, clients, services, and disclosures.
Share structure
Float
Public float and share-count reads with provenance and daily sync.
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Pricing calculator
Estimate your monthly spend.
Move the sliders to match your expected monthly call volume across the eight meter families. We recommend the plan that saves you the most; the 250-call starter grant is applied to the highest-price family first.
Entity resolution and lightweight metadata reads.
Core filings, facts, statements, ownership, insider, and compensation reads.
Section extraction and multi-record comparison workflows.
Artifact generation and heavier export-style jobs.
Semantic intelligence, country reports, portfolio analysis, and strategy queries.
Factor returns, macro indicators, market snapshots, and related reads.
Vector-based semantic search across filing content powered by Voyage AI embeddings and Pinecone.
Webhook and stream delivery events.
Recommended for you
Personal
Saves $95.40/mo vs Pay As You Go at this volume.
Starter grant: how your 250 free calls were applied
We apply the 250-call grant to your highest-price families first, which maximizes your monthly savings.
- Artifact jobs150 free
- Intelligence queries100 free
Pay As You Go
- Pay As You Go
- Metered Usage
- Agent Ready
- Intelligence Queries
- Factor Analysis
- Macro Data
Personal
- Compare Workflows
- Artifact Generation
- Webhooks
- Streams
- Portfolio Analysis
- Country Reports
- Factor Dashboard
Team
- Compare Workflows
- Artifact Generation
- Webhooks
- Streams
- Shared Organization
- Strategy Optimization
- Regime Analysis
- Model Portfolios
Commercial
- Compare Workflows
- Artifact Generation
- Webhooks
- Streams
- Shared Organization
- Redistribution
- SLA
- Bulk Factor Export
- Custom Factor Models
- Priority Support
Product capabilities
Every plan includes access to the full platform. Higher tiers unlock volume discounts and stronger commercial rights.
Intelligence Queries
Semantic intelligence across security, company, earnings, portfolio, watchlist, semantic search, and footnotes.
Factor Analysis
84 factors with dashboard, correlations, and regime performance breakdowns.
Macro Data
24 US daily series, 12 country coverage, and regime classification.
Portfolio Analysis
Analyze, stress test, and optimize portfolios with factor-aware decomposition.
Strategy Optimization
Factor rotation, regime screen, and model portfolios for systematic strategy workflows.
Detailed rate tablePer-meter unit pricing across tiers.
The public pricing page is rendered from the same checked-in pricing catalog the billing stack uses, so public pricing stays visible even if the API is degraded.