Powering traceable financial research
RESEARCH PLANS & PRICING

Transparent Plans for Fundamental Research & Valuation

Start evaluating two U.S. public companies in our complimentary 60-day demo, or select Research Plus for universal 15-year SEC statement & DuPont coverage, Phoebus AI footnote synthesis, and audited OpenXML Excel workbooks.

60-Day Access Lifecycle Free Evaluation

60-Day Research Demo

Explore two supported US public companies with the latest 3 completed fiscal years.

$0 / 60-day trial
No credit card or commitment required
Coverage & Quotas:
  • 2 Confirmed U.S. SEC Issuers (Permanent Selection)
  • Latest 3 Completed Fiscal Years (10-K & 10-Q Depth)
  • 15 Substantive AI Research Answers (60-Day Trial Pool)
  • Verified One-Company Excel (.xlsx) Exports with Citations
  • Any 2 supported US tickers (permanently confirmed)
  • Latest 3 completed fiscal years per company
  • Verified one-company Excel workbook exports
Included Platform Features:
  • Normalized Financial Statements & SEC Filings Core Research & Filings
    As-reported and normalized 3-statement U.S. GAAP & FIG commercial banking models with SEC EDGAR lineage.
  • Audited Multi-Sheet OpenXML (.xlsx) Workbooks Excel & Institutional Feeds
    Formula-driven institutional Excel workbooks with cell-level SEC XBRL provenance and audit trails.
  • Zero-Hallucination Cited Evidence AI M&A & Market Intelligence
    Grounded financial research answers strictly bound to verified SEC EDGAR filings and deterministic calculations.
  • Deterministic Valuation, Comps & Ratio Engine Valuation & Financial Modeling
    35+ institutional ratios, 5-Step DuPont, 2-stage FCFF DCF, WACC, Trading Comps, and Precedent M&A.
Start 60-Day Demo

Prices shown in USD. Applicable local sales tax, GST, or VAT is computed transparently at checkout via Paddle Merchant of Record.

PLAN COMPARISON Capability Comparison: 60-Day Research Demo
Explore Plan Capabilities →
Platform Capability 60-Day Research Demo
U.S. SEC Issuer Coverage 2 Confirmed U.S. Tickers
Universal SEC EDGAR Historical Statements (10-K & 10-Q) ✓ Latest 3 Fiscal Years
5-Step DuPont, Solvency, Margins & FIG Commercial Banking Ratios ✓ Included (2 Tickers)
Phoebus AI Evidence Synthesis & 10-K Footnote Citations ✓ 15 Queries (Trial Pool)
Multi-Sheet Institutional OpenXML Excel (.xlsx) Workbooks ✓ 3 Audited Exports / Co.
Latest 3 Completed Fiscal Years (10-K & 10-Q Depth) ✓ Included in 60-Day Research Demo
Verified One-Company Excel (.xlsx) Exports with Citations ✓ Included in 60-Day Research Demo
Any 2 supported US tickers (permanently confirmed) ✓ Included in 60-Day Research Demo
Latest 3 completed fiscal years per company ✓ Included in 60-Day Research Demo
Verified one-company Excel workbook exports ✓ Included in 60-Day Research Demo
Authenticator MFA, Exclusive Session Protection & Zero-Training AI Privacy ✓ Institutional Standard
INSTITUTIONAL SECURITY & PRIVACY Built-In Account Protection, Workspace Privacy & Payment Security
TLS 1.3 • AES-256 • PCI-DSS LEVEL 1
Authenticator MFA & Session Guard

Standard authenticator Multi-Factor Authentication (MFA) and exclusive single-session protection safeguard your account against unauthorized access.

Zero-Training AI Privacy

Your researched tickers, valuation inputs, and Phoebus AI queries remain isolated to your private workspace and never train external AI models.

Verified SEC & Excel Lineage

100% exact Decimal arithmetic anchored to official SEC EDGAR filings, with automated pre-delivery verification on every .xlsx export.

PCI-DSS Level 1 Checkout

Subscriptions are processed via Paddle (PCI-DSS Level 1 Merchant of Record); Soliqra never stores or processes raw payment card credentials.