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Powerful US stock research. Priced for individual investors.

Research US stocks in one place with 35+ years of data, AI filing summaries, 100+ charts, and scenario tools. Try Pro free for 14 days—no card, no automatic charge.

Free Plan
Core tools to get started
$0/forever
Start with Free Plan

Free forever. No card needed.

  • Up to 10 years of financial data
  • 8 core charts per company
  • Basic AI business overviews
  • 1 watchlist (8 stocks) & 1 portfolio
  • Browse 5,000+ US stocks

View all features

Pro Plan
Unlock everything on Chartloom
$10/month
Start 14 days of Pro free

14-day trial. No card required.

  • 35+ years of financial data
  • 100+ financial & valuation charts
  • AI analysis: business, moat & risks
  • Scenario Lab: bull, bear & base cases
  • Chartloom AI Scores & full rankings
  • US stock screener: filter 5,000+ stocks
  • Compare up to 3 stocks side by side
  • Watchlists, dividends, alerts & insider data

View all features

14-day money-back guarantee

This guarantee applies after a paid Pro subscription begins. If Pro does not deliver within 14 days, a full refund is provided. No hoops to jump through. Just contact support.

Teams, clubs, or enterprise? Contact support.

What Chartloom Pro includes

  • 100+

    Interactive charts

  • 35+ Years

    Financial data

  • 5,000+

    Stocks in the screener

What Pro unlocks

Everything you need to research a stock—in one dashboard instead of 10 open tabs.

  • Screenshot of AI SEC Summaries feature showing 10-K and 10-Q filing summaries

    AI SEC Summaries

    10-K & 10-Q filings distilled into concise summaries in seconds.

  • Screenshot of Scenario Lab feature for stress-testing investment assumptions

    Scenario Lab

    Stress-test company theses with adjustable assumptions and instant outcome updates.

  • Screenshot of interactive charts with 35+ years of fundamental data

    100+ interactive Charts

    Visualise 35+ years of fundamentals. Export-ready for X, Substack, and LinkedIn.

  • Chart showing 35+ years of historical fundamental data

    35+ Years of Data

    Study full business cycles. Most platforms limit data to 10 years.

  • Screenshot of portfolio and dollar-cost averaging tracking

    Portfolio & DCA Tracking

    Track holdings, dividends, and dollar-cost averaging performance.

Plan comparison

Free vs Pro: See What Pro Unlocks

Free covers everyday stock lookups. Pro adds the depth, tools, and workflow needed for complete company research.

Data Depth

Stock Coverage

Free5,000+Pro
5,000+

Annual Financial History

Free~10 yearsPro
35+ years

Quarterly Financial History

Free8 quartersPro
15 years

Valuation Charts

FreeNot includedPro
Included

AI Analysis

AI SEC Filing Summaries

FreeBusiness overviewPro
Overview, moat & risks

Chartloom AI Scores

FreePartial scores on summariesPro
Full leaderboard

Stock Risk Factors

FreeNot includedPro
Included

Bull, Bear & Base Case Modeling

FreeNot includedPro
Included

Charts & Visuals

Interactive Charts Per Company

Free8 chartsPro
100+ charts

Breakdown & Business Flow Charts

FreeNot includedPro
Included

Chart Export (PNG) & Sharing

FreeIncludedPro
Included

Stock Compare (Up to 3 Tickers)

FreeNot includedPro
Included

Saved Comparison History

FreeNot includedPro
Included

Charting: Compare Tickers & Metrics

FreeNot includedPro
Included

Research Tools

US Stock Screener

FreeLimited previewPro
Filter 5,000+ stocks

Scenario Lab

FreeNot includedPro
Included

DCF Projections

FreeNot includedPro
Included

Knowledge Base (70+ Metrics)

FreeBrowsePro
Full access

Analyst Recommendations

FreeNot includedPro
Included

Analyst Price Targets

FreeNot includedPro
Included

Company News

FreeNot includedPro
Included

Portfolio & Watchlists

Watchlists

Free1 list, up to 8 stocksPro
20 lists, 50+ metrics

Portfolio Tracking & DCA

Free1 portfolio, 15 holdingsPro
Full tracking

Portfolio Dividend Tracking

FreeNot includedPro
Included

Portfolio Metrics & Insights

FreeNot includedPro
Included

Earnings Calendar

FreeIncludedPro
Included

Insider Trade Activity

FreeNot includedPro
Included

Insider Ownership

FreeNot includedPro
Included

Superinvestor 13F Portfolios

FreeIncludedPro
Included

Workflow

Save Notes

FreeNot includedPro
Included

Price Alerts / Valuation Alerts

FreeNot includedPro
Included

Shareable Tier Lists

FreeIncludedPro
Included

Customisable Dashboard

FreeNot includedPro
Included

Experience

Light & Dark Themes

FreeIncludedPro
Included

Trial & Billing

14-Day Pro Trial (No Card)

FreeYes on signupPro
Included

Price

Free$0Pro
$10/mo

Ready for deeper research?

14 days of Pro, no credit card required.

Start 14 days of Pro free
The value difference

One Research Workspace, Without Terminal Pricing

Compare the research depth of Chartloom Pro with free screeners and subscription research platforms.

AI SEC Summary (10-K / 10-Q)

Free tools
Not included
Paid alternatives
Limited
Chartloom Pro
Included

Scenario Lab / Thesis Testing

Free tools
Not included
Paid alternatives
Limited
Chartloom Pro
Included

100+ Interactive Charts

Free tools
Basic
Paid alternatives
Limited
Chartloom Pro
Included

Compare Up to 3 Stocks

Free tools
Limited
Paid alternatives
Included
Chartloom Pro
Included

Portfolio Tracking & DCA

Free tools
Basic
Paid alternatives
Included
Chartloom Pro
Included

Watchlists with 50+ Metrics

Free tools
Basic
Paid alternatives
Included
Chartloom Pro
Included

Superinvestor 13F Portfolios

Free tools
Limited
Paid alternatives
Often included
Chartloom Pro
Included

35+ Years of Financial Data

Free tools
Limited
Paid alternatives
Limited
Chartloom Pro
Included

Earnings Call Transcripts

Free tools
Not included
Paid alternatives
Often included
Chartloom Pro
No (roadmap)

Market Coverage

Free tools
Varies
Paid alternatives
Often global
Chartloom Pro
US-listed

Open-Ended AI Chat

Free tools
Not included
Paid alternatives
Varies
Chartloom Pro
Not included

Price (Comparable Tier)

Free tools
Free
Paid alternatives
$25–49/mo
Chartloom Pro
$10/mo

Comparison based on publicly available product and pricing data, reviewed February 2026. Paid alternatives include subscription research platforms such as TIKR, Morningstar, and Koyfin. Features vary by plan.

Get the research depth without the terminal price

14 days of Pro, no credit card required.

Start 14 days of Pro free

Frequently Asked Questions

Yes, the Free Plan is $0 forever with no credit card required. It covers any US stock with 8 charts per company, around 10 years of annual data and 8 quarters of history, AI business overviews, one watchlist (up to 8 stocks), one portfolio (up to 15 holdings), and the earnings calendar. Signed-in Free accounts can view partial overall Chartloom AI Scores on individual company summaries, not the leaderboard. Visitors can open 3 AI score reports and preview one stock comparison before creating an account. Pro and the 14-day trial unlock the full Chartloom AI Scores leaderboard, Compare (up to 3 stocks, with saved history), full AI analysis (moat and risk factors), 100+ charts, a US stock screener to filter 5,000+ stocks, Scenario Lab, analyst recommendations and price targets, company news, portfolio dividend tracking, insider trades and ownership, notes, price and valuation alerts, and portfolio insights.

Chartloom Pro is $10/month, billed monthly, while the Free Plan stays $0. New accounts also get 14 days of Pro free with no credit card required. There are no setup fees or long-term contracts, and Pro can be cancelled anytime from account settings.

New accounts get 14 days of Pro for free, with no credit card required to start. During the trial all Chartloom features are unlocked so everything can be tested. When the trial ends, the account automatically moves to the Free Plan — there is no charge and no card kept on file — and Pro can be turned on anytime with a subscription.

Yes. Pro can be cancelled in one click from account settings, and access continues until the end of the current billing period with no further charges. Pro is also backed by a 14-day money-back guarantee: if it is not the right fit within 14 days of subscribing, a full refund is provided, no questions asked.

Payments are processed securely by Stripe as the merchant of record. Checkout supports major credit and debit cards plus popular digital wallets, with the available options depending on your region and device. Full card details are never stored on Chartloom’s servers.

Nothing is lost. Watchlists, portfolios, notes, and saved comparisons are retained. Compare and other Pro tools lock when the account moves to the Free Plan, and open again with a Pro subscription. Saved data may only be removed after an extended period of account inactivity.

Not yet. Coverage currently focuses on US-listed equities and their SEC filings, which is where Chartloom’s AI summaries and 35+ years of fundamentals are deepest. International listings are not included in the current release, though broader market coverage may be added over time.

Not currently. Chartloom does not include earnings call transcripts (they are on the roadmap) or an open-ended AI chatbot. Instead, it focuses on structured AI summaries of SEC filings — business overview, competitive context, and risk factors — alongside Scenario Lab for modelling growth, margin, and earnings assumptions.