All plans

    Market Ontology Desk
    Everything: research, stock and ETF execution, portfolio automation and team collaboration.
    $399/ moActivate My Desk

    Focused plans

    Each plan includes its modules plus the analyst, alerts, saved work, brokerage linking and billing.

    Market Ontology AM
    Curated premarket intelligence, delivered before the open every trading day.
    $40/ mo
    Market Ontology Stocks
    The stock workspace: screening, valuation, theses and supply-chain exposure.
    $59/ mo
    Market Ontology Macro
    Monetary regime, liquidity, inflation, labor and financial conditions in one surface.
    $99/ mo
    Market Ontology Political
    Policy, legislation, sanctions, conflict and influence, read against your exposures.
    $199/ mo
    Market Ontology Capital Markets Research
    Issuer and tape monitoring, capital need, M&A workbench, ECM and DCM windows.
    $299/ mo
    Market Ontology Research
    The research suite: agents, decision cases, equity research and quant research.
    $299/ mo
    Market Ontology Options
    Options intelligence: volatility, skew, term structure, flow, and comparison of structures expressing a market view.
    $99/ mo
    Market Ontology FX
    FX intelligence, dislocation analysis, policy divergence, currency exposure, and monitoring.
    $129/ mo
    Market Ontology Portfolio
    Research and risk analysis applied to holdings: shared exposures, scenarios, thesis monitoring, and proposed allocation changes.
    $149/ mo
    Market Ontology Quant Research
    Econometric Workbench, event studies, relationship testing, strategy research, and scheduled studies within a stated workload allowance.
    $199/ mo
    Market Ontology Portfolio Automation
    Everything in Portfolio, plus supported stock and ETF execution, target rebalancing, cash deployment, position trims, and approval or automatic execution settings.
    $249/ mo
    Market Ontology Global Macro
    AM Edition + Macro + Political + FX. These components would total $467 individually.
    $299/ mo
    Market Ontology Institution
    Every module, execution and automation, with a 5,000-seat team workspace.
    $100,000/ mo

    Trading, order execution and automated portfolio management are part of Portfolio Automation, Desk and Institution, and every order still needs your approval before it is sent.