AM
$40/moStart each day with the developments that matter
Subscription adds: A new edition every trading day, saved items and alerts.
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Find and value investments, prepare trades, and manage your portfolio around your goals and risk limits.
Target-allocation rebalancing, cash deployment, position-size limits and supported price-triggered strategies.
Choose proposals, approval before execution, or automatic execution within limits you configure.
Activate your account, connect your portfolio, and configure the research and execution workflows you want.
Organization-wide access, systems integration, larger workloads and defined operating support. $120,000/year.
Desk access for good. $3,999 one time, no renewals.
Preview each plan, compare what it includes, and continue with your own investments.
Desk covers every module below. The live Desk preview is at the top of this page — it opens as your own workspace after checkout.
Desk: All research modules, portfolio analysis, supported execution, and automation. Each plan below covers one part of that work.
Start each day with the developments that matter
Subscription adds: A new edition every trading day, saved items and alerts.
Value the companies you own or watch
Subscription adds: Any covered company, saved assumptions and filing updates.
Follow economic releases into assets
Subscription adds: Regime, liquidity and release monitoring across indicators.
Map policy developments to companies
Subscription adds: Policy Command, geopolitics and influence tracking.
Analyze issuers' financing and maturities
Subscription adds: Capital markets coverage and refinancing analysis.
Hand off sourced research assignments
Subscription adds: Recurring assignments and Quant Research included.
Compare options structures before you trade
Subscription adds: Volatility, skew, term structure and flow on covered tickers.
Track currency policy divergence
Subscription adds: FX desk, dislocation analysis and currency exposure.
See what your holdings depend on
Subscription adds: Three personal portfolios, scenarios and thesis monitoring.
Test relationships with published studies
Subscription adds: Econometric Workbench, event studies, 80 scheduled runs/month.
Keep your portfolio within your rules
Subscription adds: Everything in Portfolio plus supported stock and ETF execution.
Follow one development across AM, Macro, Political and FX
Subscription adds: AM, Macro, Political and FX together.
Select capabilities. We show the lowest-priced existing plan that covers all of them.
| Desk + $200 research work | $499/mo |
| Desk + $300 research work | $599/mo |
| Desk + $500 research work | $799/mo |
| Desk + $700 research work | $999/mo |
| Desk + $1,200 research work | $1,499/mo |
| Extra seat (Desk includes 10) | $40/mo |
Larger packages are quoted from your actual research queue inside Desk.
Implementation terms are separate.
Select the work you want to complete. We show the plans that include it and what Desk adds.
Choose my workEach plan shows published, read-only product output. Your own companies, holdings and saved work require a subscription.
Open the showcasesNo. Research, sample portfolios and manual holdings work without a connection. Execution requires a supported brokerage account and separate review.
Check brokerage compatibilityOnly if you choose to. Strategies produce proposals by default; approval before execution and automatic execution within your limits are explicit settings.
Try the concentration limitYes. Your saved work stays in your account. A plan change shows the new monthly price and what access changes before you confirm.
Compare all plansYou can cancel from billing settings at any time. Cancellation ends the subscription immediately and is not prorated.
Manage billingAnnual Desk is $3,830 per year and renews. Lifetime is a one-time $3,999 payment for permanent Desk access with no renewals.
See Lifetime termsDesk includes up to ten seats. Additional seats are $40/month each.
See Desk