Compare Subscriptions




"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 Plus*

$2,500

per year


($250 per month)

Portfolios and Buylists

4 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 Plus subscription level includes mutual funds, ETFs, stocks, and other assets from a wide range of popular markets. For a reduced cost ($2,000 per year or $200 per month) the Advisor subscription level provides access to only mutual funds and ETFs. The Advisor subscription level also does not have access to the MacroRisk Report.

Additional Subscription Details

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