Market Intelligence Pricing and Plans Research, trade and manage your portfolio in one system Find and value investments, understand what can change the outcome, prepare exact orders for review, and automate portfolio management around your goals and risk limits.
Monthly Annual −20%
Market Ontology Desk
Find and value investments, prepare trades, and manage your portfolio around your goals and risk limits.
$399 / mo
$399 charged monthly
Activate My Desk For individual investors and investment teams Check brokerage compatibility Included in Desk
Prepare and review stock and ETF orders before they reach your broker Automate target rebalancing, cash deployment, position limits and supported price triggers Find opportunities and research companies, valuation, macro, policy and geopolitical change See portfolio exposure and the effect of a proposed decision before acting Watch theses and prepare exits or hedges when their conditions break Run recurring research, allocation plans and mandate reports from one workspace Explore everything included in Desk Coverage
Capital markets, stock research, political intelligence Capital structure and sovereign-fund mapping Decision output
Events mapped to affected assets and directional implications Causal transmission chains, thesis invalidation conditions, and monitoring Personalized macro, policy, geopolitical, company, and capital-markets intelligence Portfolio-aware risk analysis and scenario evaluation Automated briefs, event studies, models, and recurring analyst workflows Intelligence
AM Edition premarket briefing Full options intelligence: vol surface, skew, term structure, flow Cross-asset transmission and causal graphs Deeper research and inference (Ask MO, expanded queries) Equity valuation, portfolio risk, scenario valuation Econometric Workbench and platform-wide causal inference Materials supply-chain decomposition and arbitrage engine Opportunity Radar, Transmission Gap Monitor, Second-Order Screener Historical Analog Lab, Thesis Builder, Invalidation Monitor Workflow & delivery
Arbitrage opportunity scanner and FX Dislocation Desk Scenario analytics, alerts, and portfolio exposure Programmatic API access and webhook delivery Up to 10 seats with team management and shared workflows Priority data refresh and dedicated support channel Illustrative portfolio · no brokerage connection
Portfolio Operator $248,640 Allocation Review Result Automation
Target allocation Untargeted holdings remain held Holding Current Target VTI 46.2% 45.0% VXUS 22.1% 25.0% BND 19.6% 20.0% SGOV 8.0% 8.0%
Cash reserve 2.0%
Drift band 3.0 pp What can I automate? Target-allocation rebalancing, cash deployment, position-size limits and supported price-triggered strategies.
Do I approve the trades? Choose proposals, approval before execution, or automatic execution within limits you configure.
What happens after subscribing? Activate your account, connect your portfolio, and configure the research and execution workflows you want.
Market Ontology for Investment Firms
Governed research and execution infrastructure Organization-wide access, systems integration, larger workloads and defined operating support. $120,000/year .
Talk to us Lifetime
Desk access for good. $3,999 one time, no renewals.
See Lifetime Need a narrower plan? See all plans , from $40/month.
Frequently asked questions Who and what is Market Ontology for?
Activate My Desk