Compare Subscriptions & Plan Capabilities
Unlock 6-factor quant ratings, 5-year algorithmic backtesting, multi-horizon forecast cones, and pre-market AI briefings. Simple, transparent pricing with no lock-in.
Billing is not enabled in this preview environment. Access is for testing only and does not represent a paid subscription or entitlement.
During the preview evaluation period, all plan tier changes (upgrades, downgrades, or cancellations) are initiated by platform administrators upon request. To adjust or cancel your tier, notify the administrator team. Plan adjustments or cancellations are currently initiated by platform administrators upon request.
Explorer
Free ForeverReal-time quotes, technical charting, and essential portfolio tracking for individual investors.
- Real-time stock & ETF quotes with interactive technical charts (up to 3 concurrent studies)
- SEC quarterly financials & Wall St consensus ratings
- 1 personal portfolio or custom watchlist (up to 20 tickers)
- Daily market news, macroeconomic calendar & earnings schedule
- Pre-market top headlines & daily market pulse summary
- Basic Value Trap alerts on watchlisted holdings
- 5 Daily AI Copilot queries & basic ticker screenings
- 3-Day Pro Full-Access Trial included on signup
Alpha Pro
Individual AlphaAlgorithmic quant factor grades, 5-year backtesting, predictive forecast cones, and daily pre-market AI briefings.
- Everything in Explorer, plus:
- Quant Factor Grades (A+ to F) across Valuation, Growth, Profitability, Momentum, EPS Revisions & Dividend Quality
- Interactive Chart Workstation: Unlimited concurrent indicators, BYOC JavaScript Code Studio & Quant signals
- Forensic Accounting Shield: Altman Z + Piotroski F + Beneish M-Score manipulation detection
- 25+ Prebuilt Algorithmic Screener Presets across Guru, Value, Growth & Income strategies
- #1 in Industry & Sector Rank Badges with 3-Way Factor Divergence detection
- Institutional Quant Terminal: 5-year interactive backtesting & alpha models
- Multi-Horizon Forward Forecasts: 10D to 1Y projection cones with What-If macro shock testing
- All daily Vantage Top Picks & high-conviction algorithmic quant portfolios
- Full 11-Sector Decision Playbooks (Day, Swing, Long-term tactical blueprints)
- Daily AI Pre-Market Briefing & Copilot Memo delivered at 06:00 AM
- 100 Daily AI Copilot queries & deep-dive analyses (20x Explorer)
- Self-Service Stripe Billing Portal (1-click cancel, upgrade & invoice PDF downloads)
- Dividend Safety & Growth Scorecards with EPS revision drift tracking
- Multi-portfolio tracking (up to 3 personal portfolios, 100 tickers each via CSV)
- Unlimited 1-Click Excel & CSV Financial Exports (Compare sets, Screeners, Portfolios & Statements)
- Vantage Smart Alert System™: Unlimited multi-condition confluence (Quant + Technical + Macro) with email memos
Desk & Family Office
Multi-Entity DeskMulti-entity portfolio consolidation, historical crisis stress-testing, and executive trustee memos.
- Everything in Alpha Pro, plus:
- 250 Daily AI Copilot queries with priority compute (50x Explorer)
- Multi-Entity Consolidation: Aggregate Family Trusts, Living Trusts, Kids 529s & IRAs in one master view
- Universal 1-Click CSV Import across unlimited portfolios (Schwab, Fidelity, Vanguard, IBKR, E*TRADE)
- Multi-Asset Historical Drawdown Replay: Stress-test portfolios against COVID-2020 & 2022 bear market
- Institutional Macro Stress-Testing: Simulate +150bps Fed rate hikes, energy shocks & stagflation
- Advanced realized & unrealized tax-lot PnL tracking for CPAs and fiduciary audits
- 1-Click Executive PDF Memos formatted for accountants, trustees, and family reviews
- Custom quantitative factor weighting (tune Quality, Value, Momentum ratios to fund mandates)
- Multi-seat family & co-trustee logins (up to 5 seats with centralized controls)
- Automated brokerage CSV import & pre-formatted templates
Every factor score, macro alert, and sector archetype is grounded in audited regulatory and government data feeds.
Comprehensive Plan Comparison Matrix
Compare specific capabilities across research, algorithmic models, forecasting, and multi-entity governance.
| Feature / Capability | Explorer ($0) | Alpha Pro ($4.95 1st Mo) | Desk ($29 1st Mo) |
|---|---|---|---|
| Core Market Data & Research | |||
Real-Time Stock & ETF Quotes | |||
Technical Charting (SMA, EMA, RSI, MACD, Volume) | Standard (Up to 3 Studies) | Unlimited + Quant Signals + BYOC Studio | Unlimited + Multi-Chart Workstation |
SEC EDGAR 10-K / 10-Q Financial Statements | 5 Years | 10 Years Full History | 15 Years + Restatements |
Wall Street Broker Consensus & Price Targets | |||
Macro Calendar & Earnings Schedule | |||
FRED Macro & Fed Interest Rate Radar Real-time Federal Funds Rate, 10Y-2Y yield curve spread, CPI inflation, and M2 money supply tracking | |||
Pre-Built Algorithmic Screen Templates Deterministic multi-factor screening templates across Guru, Growth, Value, Income & Defensive strategies (zero curated lists) | 6 Templates | 25+ Algorithmic Presets (100% Rule-Based) | 25+ Presets + Custom Mandate Rules |
1-Click Financial & Peer Comparison CSV / Excel Export Compare sets, stock & ETF screeners, financial statements, and holdings | 1 / day | Unlimited | Unlimited + Bulk API |
| Quantitative Factor Ratings & Models | |||
6-Factor Composite Quant Grades (A+ to F) Valuation, Growth, Profitability, Momentum, EPS Revisions, Dividend Quality | — | ||
#1 in Sector & Industry Conviction Badges | — | ||
3-Way Factor Divergence Detection Highlights divergences between analyst targets, factor models, and price action | — | ||
Forensic Accounting Shield (Altman Z + Piotroski F + Beneish M) Dynamic mathematical computation of Altman Z-Score, Piotroski 9-Point F-Score, and Beneish M-Score manipulation detection | Basic Solvency Checks | Full Automated 3-Score Forensic Model | Full Model + Cross-Portfolio Insolvency Alerting |
Dividend Safety, Growth & Payout Scorecards | — | ||
Custom Factor Weighting (Q·V·M Ratios) Tune algorithmic weightings to institutional or trust mandates | — | — | |
| Algorithmic Backtesting & Predictive Forecaster | |||
5-Year Quant Backtest Terminal Sharpe ratio, max drawdown, win rate, annual benchmark comparison | — | ||
Multi-Horizon Forecast Cones (10D to 1Y) Probabilistic confidence boundaries & algorithmic trajectory estimates | — | ||
What-If Macro Shock Simulation | — | Standard Scenarios | Custom + Multi-Variable Stress Tests |
Historical Crisis Drawdown Replay (COVID-2020 & 2022) Replay current holdings against historical market crash regimes | — | — | |
| AI Copilot & Market Intelligence | |||
Daily AI Copilot Analysis Allowance Natural-language quantitative inquiries, factor breakdowns & ticker evaluations | 5 Queries / day | 100 Queries / day | 250 Queries / day |
06:00 AM Daily AI Pre-Market Briefing & Memo | — | ||
Daily Vantage Top Picks Conviction Podium | — | ||
11 GICS Sector Tactical Decision Playbooks Day, swing, and long-term blueprints across all 11 market sectors | — | ||
Vantage Smart Alert System™ (Quant + Technical + Macro Confluence) Multi-condition confluence triggers across 6-factor grade shifts, RSI/EMA indicators, VIX volatility surges, and portfolio concentration limits | 3 Standard Price Alerts | Unlimited Multi-Condition Smart Alerts + Email Memos | Unlimited + Multi-Entity Portfolio Breach Alerts |
Automated Portfolio Concentration Alerts | — | ||
| Portfolio Ingestion & Multi-Entity Family Office | |||
Universal 1-Click CSV Spreadsheet Import Compatible with Schwab, Fidelity, Vanguard, IBKR, E*TRADE, Robinhood | 1 Account | Up to 3 Portfolios | Unlimited Portfolios & Entities |
Multi-Entity Trust Consolidation Consolidate Family Trusts, Living Trusts, Kids 529s, IRAs, and HoldCos | — | — | |
Master Aggregate Net Worth Rollup & Risk Matrix | — | — | |
Realized & Unrealized Tax-Lot Accounting | — | — | |
1-Click Executive PDF Memos for CPAs & Trustees | — | — | |
| Seats, Access & Support | |||
User Logins & Team Seats | 1 User | 1 User | Up to 5 Seats Included |
Centralized Family & Co-Trustee Permissions | — | — | |
Self-Service Billing Portal (1-Click Cancel & Invoices) 1-click cancel, plan switching, payment card updates & invoice PDF downloads via Stripe Customer Portal | — | ||
Customer Support Level | Community & Email | Priority Email Support | Dedicated Quant Desk & 1-on-1 Onboarding |
What investors are saying
Real reviews from the App Store, Google Play, and our global investor community.
"The 6-Factor Model changed how I evaluate companies"
"Vantage's 6-factor quant scores (Valuation, Momentum, Quality, Growth, Volatility, and Capital Allocation) cut through market noise immediately. Having real percentile peer rankings for every sector gives me confidence before allocating capital. It's like having a boutique quant team in my browser."
"13F Overlap analysis saves me days of SEC digging"
"Tracking institutional conviction across Buffett, Burry, Citadel, and Dalio in one unified overlap matrix is brilliant. Seeing where top managers are quietly building positions without manually opening dozens of 13F EDGAR filings has completely elevated our firm's workflow."
"Bloomberg-grade intelligence without the $24k/year price"
"I've spent years paying for clunky institutional terminals. Vantage provides clean interactive charts, macro yield curve models, multi-condition confluence alerts, and peer factor radars for a tiny fraction of the cost. The UI is sleek, fast, and remarkably responsive."
"The 06:00 AM Morning Macro Digest is my first read"
"The automated Morning Digest briefing with macro shifts, Fed Funds spreads, and sector factor drift is indispensable. It flags value traps and divergence signals before the opening bell rings. I don't need five different newsletter subscriptions anymore."
"SnapTrade 1-click sync brings all my brokers together"
"Connecting my Schwab, Fidelity, and Robinhood accounts in 30 seconds with automatic tax-lot tracking and sector risk decomposition is flawless. I can stress-test my aggregated portfolio against historical shocks with zero manual spreadsheet entry."
"Exporting peer comparisons straight to Excel with 1 click"
"The side-by-side Compare Matrix with 1-click CSV export is a huge timesaver. I can pull 6 tickers, compare P/E, EV/EBITDA, Beta, and proprietary factor percentiles, and dump it straight into Excel for our investment committee presentations."
Everything You Need to Know About Pricing
Transparent answers regarding free trials, introductory promotions, cancellations, and multi-entity tools.
Have a question or need a custom multi-entity setup?
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Past performance is no guarantee of future results. Vantage Portfolios does not take account of your objectives or financial situation and does not offer any personalized investment advice. Vantage Portfolios is not a licensed securities dealer, broker, US investment adviser, or investment bank.