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 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
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
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.

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

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

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

35+ Years of Data
Study full business cycles. Most platforms limit data to 10 years.

Portfolio & DCA Tracking
Track holdings, dividends, and dollar-cost averaging performance.
Free vs Pro: See What Pro Unlocks
Free covers everyday stock lookups. Pro adds the depth, tools, and workflow needed for complete company research.
| Feature | Free | Pro |
|---|---|---|
| Data Depth | ||
| Stock Coverage | 5,000+ | 5,000+ |
| Annual Financial History | ~10 years | 35+ years |
| Quarterly Financial History | 8 quarters | 15 years |
| Valuation Charts | Not included | Included |
| AI Analysis | ||
| AI SEC Filing Summaries | Business overview | Overview, moat & risks |
| Chartloom AI Scores | Partial scores on summaries | Full leaderboard |
| Stock Risk Factors | Not included | Included |
| Bull, Bear & Base Case Modeling | Not included | Included |
| Charts & Visuals | ||
| Interactive Charts Per Company | 8 charts | 100+ charts |
| Breakdown & Business Flow Charts | Not included | Included |
| Chart Export (PNG) & Sharing | Included | Included |
| Stock Compare (Up to 3 Tickers) | Not included | Included |
| Saved Comparison History | Not included | Included |
| Charting: Compare Tickers & Metrics | Not included | Included |
| Research Tools | ||
| US Stock Screener | Limited preview | Filter 5,000+ stocks |
| Scenario Lab | Not included | Included |
| DCF Projections | Not included | Included |
| Knowledge Base (70+ Metrics) | Browse | Full access |
| Analyst Recommendations | Not included | Included |
| Analyst Price Targets | Not included | Included |
| Company News | Not included | Included |
| Portfolio & Watchlists | ||
| Watchlists | 1 list, up to 8 stocks | 20 lists, 50+ metrics |
| Portfolio Tracking & DCA | 1 portfolio, 15 holdings | Full tracking |
| Portfolio Dividend Tracking | Not included | Included |
| Portfolio Metrics & Insights | Not included | Included |
| Earnings Calendar | Included | Included |
| Insider Trade Activity | Not included | Included |
| Insider Ownership | Not included | Included |
| Superinvestor 13F Portfolios | Included | Included |
| Workflow | ||
| Save Notes | Not included | Included |
| Price Alerts / Valuation Alerts | Not included | Included |
| Shareable Tier Lists | Included | Included |
| Customisable Dashboard | Not included | Included |
| Experience | ||
| Light & Dark Themes | Included | Included |
| Trial & Billing | ||
| 14-Day Pro Trial (No Card) | Yes on signup | Included |
| Price | $0 | $10/mo |
Data Depth
Stock Coverage
Annual Financial History
Quarterly Financial History
Valuation Charts
AI Analysis
AI SEC Filing Summaries
Chartloom AI Scores
Stock Risk Factors
Bull, Bear & Base Case Modeling
Charts & Visuals
Interactive Charts Per Company
Breakdown & Business Flow Charts
Chart Export (PNG) & Sharing
Stock Compare (Up to 3 Tickers)
Saved Comparison History
Charting: Compare Tickers & Metrics
Research Tools
US Stock Screener
Scenario Lab
DCF Projections
Knowledge Base (70+ Metrics)
Analyst Recommendations
Analyst Price Targets
Company News
Portfolio & Watchlists
Watchlists
Portfolio Tracking & DCA
Portfolio Dividend Tracking
Portfolio Metrics & Insights
Earnings Calendar
Insider Trade Activity
Insider Ownership
Superinvestor 13F Portfolios
Workflow
Save Notes
Price Alerts / Valuation Alerts
Shareable Tier Lists
Customisable Dashboard
Experience
Light & Dark Themes
Trial & Billing
14-Day Pro Trial (No Card)
Price
Ready for deeper research?
14 days of Pro, no credit card required.
One Research Workspace, Without Terminal Pricing
Compare the research depth of Chartloom Pro with free screeners and subscription research platforms.
| Research capability | Free tools | Paid alternatives | Chartloom Pro |
|---|---|---|---|
| AI SEC Summary (10-K / 10-Q) | Not included | Limited | Included |
| Scenario Lab / Thesis Testing | Not included | Limited | Included |
| 100+ Interactive Charts | Basic | Limited | Included |
| Compare Up to 3 Stocks | Limited | Included | Included |
| Portfolio Tracking & DCA | Basic | Included | Included |
| Watchlists with 50+ Metrics | Basic | Included | Included |
| Superinvestor 13F Portfolios | Limited | Often included | Included |
| 35+ Years of Financial Data | Limited | Limited | Included |
| Earnings Call Transcripts | Not included | Often included | No (roadmap) |
| Market Coverage | Varies | Often global | US-listed |
| Open-Ended AI Chat | Not included | Varies | Not included |
| Price (Comparable Tier) | Free | $25–49/mo | $10/mo |
AI SEC Summary (10-K / 10-Q)
Scenario Lab / Thesis Testing
100+ Interactive Charts
Compare Up to 3 Stocks
Portfolio Tracking & DCA
Watchlists with 50+ Metrics
Superinvestor 13F Portfolios
35+ Years of Financial Data
Earnings Call Transcripts
Market Coverage
Open-Ended AI Chat
Price (Comparable Tier)
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.