Compare Subscriptions




"The Economy Matters" Reports

Stored Data Types

Reporting Tools

Graphing Tools

Screening

Optimization Strategies

Other Tools

Fiduciary 
Optimization

$5,000

per year


($500 per month)

Portfolios, Buylists

8

Trend Chart

Basic 11 filters + markets and security types

4

Statistics Distribution Report

Institutional
Research

$50,000

per year


($5,000 per month)

Portfolios, Buylists, Strategies, and More

17

Trend Chart and 2 others

more than 25 filters + markets and security types

4 and Historic Optimization

Statistics Distribution Report and 7 other tools

Hover over the table for more information about what is included at each subscription level.

Additional Subscription Details

Features and pricing as of  March 14, 2018, subject to change without notice.