Choose the plan that empowers you
Built for financial professionals who value clarity, speed, and actionable insights, our plans are designed to support every stage of your investment workflow.
Basic
All the basic tools you need
$
0
Always
-
Boosted with a starter!
-
5 year financial statements
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Screeners (70+ criteria for stocks and funds)
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US & Canadian Fundamentals
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Mutual Funds & ETFs report
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Access to our ETF INOC:TSX
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Access to Add-On: ESG, Technical Analysis
Premium
Advanced tools for growing investors
$
299
Monthly
-
Features of Basic, plus:
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Screeners (140+ criteria for stocks and funds)
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Analysts Estimates (US only)
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2 EVA-powered strategies
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Individualized Company Reports
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Portfolio Analytics
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Quarterly e-mail trades notification
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Stock & Strategies PDF reports
START TRIAL
14 days Free Trial
Pro
Powerful features for active pros
$
899
Monthly
-
Features of Premium, plus:
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10 year financial statements
-
Analysts Estimates (Canada and US)
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40+ Strategies
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Quarterly Market Reports
-
Daily e-mail trades notification
-
News
Institutional
Enterprise-grade solutions for teams
$
1299
Monthly
-
Features of Pro, plus:
-
40+ year Financial Statements
-
Backtesting since 1985
-
Direct Indexing
-
Custom Strategies
Compare plans side by side and choose with confidence.
|
Features |
Basic Free |
Premium $299/month |
Pro $899/month |
Institutional $1299/month |
|---|---|---|---|---|
| RESEARCH AND INSIGHTS | ||||
Individualized Company Reports |
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Score Cards |
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Canadian & US Markets |
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ADRs |
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Mutual Fund & ETF Reports |
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US & Canadian Fundamentals |
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Financial Statements |
5 YEARS | 5 YEARS | 10 YEARS | 20 YEARS |
ETF INOC:TSX |
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Earnings Estimates |
US ONLY | US & CANADA | US & CANADA | |
Analysts Recommendation |
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Stock & Strategies PDF reports |
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Export to excel |
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| TRADE IDEAS | ||||
Screeners |
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Pre-defined |
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Customize screener |
CANADIAN ONLY | |
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Variables |
70+ (STOCK & FUNDS) | 140+ (STOCK & FUNDS) | 140+ (STOCK & FUNDS) | 500+ (STOCK & FUNDS) |
Blogs |
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E-mail trades notification |
QUARTERLY | DAILY | CUSTOMIZABLE | |
| PORTFOLIO TRACKER | ||||
Portfolio Holdings Analysis |
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Proprietary scores |
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Fundalmental |
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Performance |
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Estimates |
US ONLY | US & CANADA | US & CANADA | |
Performance Attribution |
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Sector Performance & Allocation |
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Currency Exposure |
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Historical Portfolio Returns |
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| INVESTMENT STRATEGIES | ||||
Pre-defined strategies |
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EVA-Powered Strategies |
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Strategies |
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Customize Strategies |
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Backtesting since 1985 |
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3000+ Variables |
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Benchmarking |
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Transform Your Investment Process Today
Have questions? Let us help.
Discover how Inovestor can enhance your ability to screen, rank, and test strategies for maximum impact.