Read beyond the feed
Search filings, earnings releases, call transcripts and official market sources instead of stopping at standardized fields.
Equibles · Pricing
Start free with cited company data. Upgrade for faster stock and option prices, forecasts and more research.
Free gives you cited answers from company reports. Plus unlocks options chains with delayed, indicative quotes and stock quotes delayed 15 minutes in connected apps. Pro adds real-time stock and option prices. Paid plans also include forecasts, market signals and advanced analysis. Pro also turns websites into scheduled, verified Pro Trackers. Usage limits are listed below.
Free includes 100 requests a day · Cancel anytime · For desks & funds — talk to sales
How an Equibles answer is built
- 1Read the primary sourceSEC filing, earnings release, transcript or official market source
- 2Extract and verify the answerStructured facts are checked before they reach a customer surface
- 3Keep the evidence attachedOpen the cited source instead of trusting an unsupported number
Why Equibles
Raw feeds give your AI numbers. Equibles gives it answers it can verify.
Financial questions rarely fit in one number. Equibles reads the source, structures the answer and keeps the evidence attached wherever you use it.
Structure what matters
Bring operational KPIs, guidance, non-GAAP bridges, risks and ownership activity into the same research workflow.
Return the evidence
Use cited answers in ALVIS, Claude or ChatGPT, or call the same research layer through MCP and REST.
Comparing tools before you pick a plan? Read Equibles vs SEC API, vs BamSEC, vs Quartr, vs Financial Modeling Prep, vs EODHD and vs financialdata.net, or open the comparisons hub.
Pricing
What Plus and Pro unlock.
Upgrade when you need more company data, faster prices, forecasts or more research. Every paid benefit and current allowance is shown below.
New
Pro only
Turn a website into verified data that stays up to date.
Paste a URL and describe the rows you need. Equibles builds and tests the tracker, then refreshes verified, source-linked data periodically and preserves its history over time.
- Up to 50 Pro Trackers per account, private or public
- Periodic refreshes with dataset history preserved over time
- Portal, MCP and REST access to the latest verified result
Faster stock and option prices
Plus includes options chains with delayed, indicative quotes and stock quotes delayed 15 minutes in connected apps. Pro includes real-time stock and option quotes. Both also include forecasts, market signals and faster updates.
Predictive index-rebalancing outlooks
See 90-day S&P 500 join and exit probabilities, plus ranked Russell and Nasdaq-100 inclusion and deletion projections.
Forward-looking market signals
Compare market-wide next-settlement short-interest estimates before the next FINRA release.
Higher research limits
Plus includes 100 ALVIS credits and 10,000 requests; Pro includes 1000 credits and 100,000 requests.
Have a referral code?
Pay month to month, cancel anytime.
Billed once a year. First-month offers apply to monthly billing only.
Free
Explore selected reported datasets
$0.00/month
- End-of-Day Stock Prices End-of-day stock prices through the API and MCP server, released 4 hours after the market close. Website stock prices stay live; options chains require Plus or Pro. The manual payoff calculator is free.
- Ask ALVIS — the AI analyst that cites its sources Get source-cited answers and guided research in one conversation
- Research tools for filings, financials and ownership Query reported fundamentals, SEC documents and institutional holdings
- ETF and fund profiles, performance, allocations & holdings Review returns, asset mix, sector weights and reported positions
- Simple stock screener — 130 columns, saved screens & CSV Filter the market, save your criteria, and export the results to CSV or Excel
- 100 API requests/day (MCP + REST) One shared daily allowance across both programmatic interfaces
- Connect ChatGPT or Claude — no API key Connect securely with OAuth instead of copying credentials
- Filings, KPIs, guidance & earnings intelligence Read extracted metrics, management outlook and call insights
- 5 fund-letter analysis unlocks each month Choose any letters; each one stays unlocked permanently
Plus
More company data, delayed quotes, options chains and forecasts
$14.99
/month
Billed monthly
$12.50
/month
$149.90 billed yearly · save $29.98
100 ALVIS credits every week
- Everything in Free Selected reported datasets, the stock screener, OAuth connector and cited answers
- Delayed Stock Prices and Indicative Option Quotes
- Market-wide next-settlement short-interest estimates Compare the model-estimated next FINRA settlement across the latest Most Shorted ranking
- Index probabilities, screens and join/leave projections See S&P 500 90-day join/exit probabilities, S&P 400/600 screens and ranked Russell or Nasdaq projections
- Unlimited fund-letter company analysis Read approved stances, summaries and supporting quotations from verified investor letters
- 100 ALVIS credits every week The configured weekly allowance shown for this plan
- 10,000 API requests/day (MCP + REST) The configured daily allowance shown for this plan
- No overage charges Requests pause at the cap and resume after reset
Cancel anytime — no usage overages.
Pro
Best value Intro offerEverything in Plus, plus real-time prices, scheduled website research, bulk export and advanced screening
First month $19.99. Then $49.99 per month.
$41.66
/month
$499.90 billed yearly · save $99.98
1000 ALVIS credits every week
Your year starts the day you subscribe. Renews once a year. Cancel anytime and keep access through the year you paid for.
Pay $19.99 for your first month. Then $49.99/month. First-time customers only. Cancel anytime.
- Everything in Plus
- Real-Time Stock and Option Prices
- Up to 50 Pro Trackers Turn websites into verified, source-linked datasets that stay up to date and preserve their history over time
- 1000 ALVIS credits every week The configured weekly allowance shown for this plan
- Advanced stock screener — formulas and nested logic Build nested AND/OR groups, compare metrics directly, combine arithmetic such as P/E > EV/EBITDA × 1.2, and screen on growth rates over any window from 1 to 20 years
- Screen on institutional activity and exact classifications Filter to the companies a named 13F filer initiated, increased or sold last quarter, combine that with sector, industry or index membership, then save the screen and export the whole result
- Supply chains, private companies included The customers, suppliers, competitors and partners of US-listed companies, stated shares in dollars, who names each competitor, and which suppliers and customers rivals share
- 100,000 API requests/day (MCP + REST) The configured daily allowance shown for this plan
- CSV exports for advanced screens Download selected fundamentals and market metrics for your own models. How exports work
- Bulk dataset downloads CSV files of short interest, short volume, fails-to-deliver, ATM programs, going-concern flags and buybacks, covering all the history we hold
- Distribution rights Show and share Equibles data in your website, app or AI agent, with exceptions
- Earnings call widgets in your colors Embed the call player and calls archive on your site in your own accent color, with the Equibles credit kept. See the widgets
- Teams included on Pro One Pro subscription per organization, billed per seat. Member roles, shared billing, usage totals and optional company SSO. Minimum two paid Pro seats.
- Priority support Your tickets answer first, from people who know the data
Cancel anytime — you keep access through the paid period.
Enterprise
For custom integrations and delivery
Custom
Security, reliability and delivery terms built around you
- Pro capabilities, tailored to your agreement Scope broader data coverage, live updates, predictive signals, advanced research and distribution rights to your use case
- Custom authentication and access requirements Authentication and account administration shaped to your security requirements
- Contracted SLA and priority support Service levels, response times and onboarding written into your agreement
- Custom limits and delivery Higher API volume, bulk feeds, integrations and terms for your use case
We will scope access, support and terms with you.
Prices exclude applicable tax, such as VAT. Checkout shows the full amount before you pay.
151 research tools
Every extracted figure cites its source filing
SEC filings, 13F, insider & congressional data
What is included
Research across the Equibles platform.
The plan cards above define freshness, usage and plan-specific analysis views. This is the product behind them.
Company performance
- Financial statements, segments and valuation inputs
- Company-specific operational KPIs and historical series
- Guidance, reported results and beat-or-miss comparisons
- Non-GAAP measures and reconciliation bridges
Filings and earnings
- SEC document search with source-linked passages
- Earnings-call transcripts, briefs, themes and tone
- Going-concern and customer-concentration disclosures
- Customers, suppliers and competitors, private companies included on Pro
- Buybacks, ATM programs and pre-IPO S-1 filings
Ownership and market activity
- 13F portfolios, changes and filing-lag-aware analysis
- ETF prices, fund assets, allocations and NPORT-P holdings
- Congressional and corporate-insider transactions
- FINRA short volume, short interest and estimates
- Historical prices on every plan; intraday quotes and option chains on Plus and above
Screens and forecasts
- Stock screener over 130 columns of fundamentals, ownership and price action
- Nested formula logic, growth rates and 13F activity rules on Pro
- Index membership, observed changes and rebalance outlooks
- ALVIS research runs with cited source material
Need custom integrations or delivery?
Teams and optional SSO are included on Pro. Discuss custom request volume, APIs, integrations, bulk feeds and contract-specific terms with sales.
Alternative data included
Congress trades and 13F portfolios, too.
Query congressional trade disclosures and Form 13F-HR portfolios from the same connector as prices, financials, earnings and SEC document search.
Frequently asked questions
How fresh is the data?
Free includes end-of-day stock prices through the API and MCP server, released 4 hours after the market close, without intraday stock quotes or option chains. Paid plans receive closing prices shortly after the close. Plus adds stock quotes delayed 15 minutes and option chains with delayed trades and indicative quotes. Pro provides real-time stock and option quotes. Paid plans receive filings and transcripts as Equibles processes them. Stock prices shown on equibles.com are live on every plan. Options chains require Plus or Pro on the website, API and MCP server. The manual options payoff calculator is free.
Which plan do I need for live or delayed prices?
Plus for delayed, Pro for real time. Plus includes stock quotes delayed 15 minutes and option chains with delayed trades and indicative quotes. Pro provides real-time stock and option quotes. Free includes end-of-day stock prices through the API and MCP server, released 4 hours after the market close; intraday quote and option-chain requests return an upgrade message. Stock prices shown on equibles.com are live on every plan. Options chains require Plus or Pro on the website, API and MCP server. The manual options payoff calculator is free.
What is the MCP server?
MCP (Model Context Protocol) is the open standard AI assistants use to call external tools. Add the Equibles MCP server to ChatGPT or Claude and your assistant can pull filings, holdings, KPIs, guidance and earnings intelligence straight into the conversation — no custom integration.
Do I have to use MCP, or is there a REST API?
Both, and they share one daily quota. The same research tools are available over MCP and over a standard REST API at api.equibles.com/v1. Use MCP to connect an AI assistant, or REST to call from your own code.
Can I pull the data into Excel or a spreadsheet?
Yes, on every plan including Free. The stock screener returns a CSV that Excel's built-in Power Query loads as a worksheet table, and that Google Sheets reads with IMPORTDATA, so there is no add-in to install. Each refresh spends one request from the same daily allowance as any other API call. Excel and Google Sheets walks through the setup.
What happens when I hit the daily request limit?
Free includes 100 requests per day, counted across MCP and REST together. Active paid-plan limits appear in the plan cards above. The counter resets every day at 00:00 UTC. Over the limit, the MCP server replies in chat that you've reached the cap and the REST API returns a 429 — nothing breaks and no request is lost, you just wait for the reset or upgrade.
Will I get a surprise charge for going over?
No. There are no overage charges and no metered billing. When you reach your daily limit, further requests are declined until the counter resets — you are never billed for going over.
How do ALVIS credits work?
ALVIS credits refill every week. Free includes 20 credits; active paid-plan allowances appear in the plan cards above. Browsing stock data and reading filings doesn't spend them — credits cover ALVIS research runs.
How does billing work, and can I cancel?
Available paid-plan prices appear in the plan cards above and are billed automatically through Stripe until you cancel. You can cancel anytime from the Billing page and keep access through the end of the period you've already paid for. You can also switch paid plans there: moving up starts right away for the prorated difference, and moving down starts at your next renewal.
Can I pay yearly?
Yes. Plus is $149.90 a year and Pro is $499.90 a year, 2 months free compared with paying monthly. Choose Yearly above the plans. A yearly plan renews once a year and first-month offers apply to monthly billing only. Already on a monthly plan? Switch to yearly billing from Billing: your year starts that day, with credit for the unused part of the month. You can cancel anytime and keep access through the year you've paid for. To move a yearly plan to a cheaper one, contact support before it renews.
Stop letting your AI guess.
The answer layer is extracted, verified and cited. Choose from the currently available plans and hear your first cited answer in minutes.