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"The Economy Matters" Reports

Stored Data Types

Reports

Screening

Optimization Strategies

Other Tools

The Economy Matters

$1,500

per year


($175 per month)

None

None

None

None

None

Advisor*

$2,000

per year


($200 per month)

Portfolios and Buylists

3 Reports

Basic 11 filters

None

Factor Prediction

Portfolio

$5,000

per year


($500 per month)

Portfolios, Buylists, and More

9 Reports

Basic 11 filters + markets and security types

2

Factor Prediction

Research

$10,000

per year


($1,000 per month)

Portfolios, Buylists, and More

11 Reports and Historic Reporting

more than 25 filters + markets and security types

5

Factor Prediction and 5 other tools

*Accessible data for the Advisor subscription level is limited to mutual funds only. For access to stocks, ETFs, and other assets from a wide range of popular markets, an Advisor+ subscription is available for an additional fee.

Additional Subscription Details

Features and pricing as of  September 1, 2016, subject to change without notice.