Choose Your Plan
The free plan covers essential analysis tools. Upgrade to VIP to unlock 35 institutional-grade features for evidence-backed investment decisions.
Free Investor
Essential analysis tools, completely free
$0/ Free forever
- Real-time Charts / Candlestick
- Basic Info (Industry, Market Cap, P/E)
- Financial Statements (Income / Balance Sheet / Cash Flow)
- Dividend History
- Monthly Revenue Tracking
- Market Overview (indices, advance/decline)
- Holdings Management (Add / Edit / Delete)
- Portfolio P&L Overview
- Investment Classroom (plain-language tutorials)
- Formula Library (financial formulas with interactive demos)
- Interactive Tours (step-by-step feature walkthroughs)
- Stock Research Reports (PDF download)
- Bank-grade Security (HTTPS + Cloudflare Turnstile + OAuth)
- Multi-channel SSO (Google / Facebook / LINE / Telegram)
- Data Quality Transparency (publicly verifiable crawler coverage)
- Direct Source Access (MOPS / SEC EDGAR / TPEX / FRED)
- Watchlist
- Price / Event Alerts
- Financial News
- Dark / Light Theme
- Multi-language (EN / ZH)
Current Plan
VIP Investor
RecommendedInstitutional-grade depth, from single stocks to portfolio
Coming Soon
- Everything in Free, plus:
- 8 Valuation Models (DCF, DDM, GGM, P/E, P/B, EV/EBITDA, PEG + P/E Band Chart)
- Academic-Grade Financial Health (Altman Z bankruptcy, Piotroski F 9-point fundamentals, Beneish M earnings manipulation)
- Historical Percentile Valuation (current P/E, P/B vs 5–10y range)
- Technical 6-Module Suite (Trend / Momentum / Pattern / Strength / Volume / Advanced)
- Risk 6-Module Suite (Credit / Liquidity / Volatility / Downside / Systematic / Risk-Adjusted)
- Peer Comparison & Market-wide Ranking
- Machine Learning Price Prediction
- Scenario Simulation (Coming Soon)
- Quantitative Forecasting Model (Coming Soon)
- Market Breadth (A/D Line, McClellan)
- VIX Volatility Index
- Macroeconomic Data (TW / US GDP, CPI, Employment)
- Industry Map & Sector Rotation
- Anomaly Signals Dashboard
- Market-wide Heatmap
- AI Daily Market Analysis (Coming Soon)
- Intent Search (plain-language → auto filters)
- Scenario Templates (one-click strategy presets)
- Multi-factor Smart Screener (DIY)
- Cross-source Candidate Pool (multi-input stack + hit score)
- Statistical Backtest (equal-weight rebalance + t-test significance)
- Signal-by-Signal Backtest (win rate / max gain-loss)
- Pair Trading (Z-Score)
- My Strategies (save & rerun)
- TW Big 3 Institutional Flows
- US 13F Institutional Holdings
- US SEC Form 4 Insider Trades (CEO / CFO / Directors / 10% Holders)
- Per-Stock Institutional Ownership
- Major Shareholder Distribution
- Advanced Analytics (Sharpe Ratio / Growth Curves)
- Sector Allocation Analysis
- Attribution Analysis (which holdings drove returns)
- Stress Testing (drawdown scenario simulation)
- Correlation Matrix
- Diversification Score
Full Feature Comparison
FeatureFreeVIP
Stock Deep Analysis
Real-time Charts / Candlestick
Basic Info (Industry, Market Cap, P/E)
Financial Statements (Income / Balance Sheet / Cash Flow)
Dividend History
Monthly Revenue Tracking
8 Valuation Models (DCF, DDM, GGM, P/E, P/B, EV/EBITDA, PEG + P/E Band Chart)
Academic-Grade Financial Health (Altman Z bankruptcy, Piotroski F 9-point fundamentals, Beneish M earnings manipulation)
Historical Percentile Valuation (current P/E, P/B vs 5–10y range)
Technical 6-Module Suite (Trend / Momentum / Pattern / Strength / Volume / Advanced)
Risk 6-Module Suite (Credit / Liquidity / Volatility / Downside / Systematic / Risk-Adjusted)
Peer Comparison & Market-wide Ranking
Machine Learning Price Prediction
Scenario Simulation (Coming Soon)
Quantitative Forecasting Model (Coming Soon)
Market Analysis
Market Overview (indices, advance/decline)
Market Breadth (A/D Line, McClellan)
VIX Volatility Index
Macroeconomic Data (TW / US GDP, CPI, Employment)
Industry Map & Sector Rotation
Anomaly Signals Dashboard
Market-wide Heatmap
AI Daily Market Analysis (Coming Soon)
Screener Lab
Intent Search (plain-language → auto filters)
Scenario Templates (one-click strategy presets)
Multi-factor Smart Screener (DIY)
Cross-source Candidate Pool (multi-input stack + hit score)
Statistical Backtest (equal-weight rebalance + t-test significance)
Signal-by-Signal Backtest (win rate / max gain-loss)
Pair Trading (Z-Score)
My Strategies (save & rerun)
Institutional & Insider
TW Big 3 Institutional Flows
US 13F Institutional Holdings
US SEC Form 4 Insider Trades (CEO / CFO / Directors / 10% Holders)
Per-Stock Institutional Ownership
Major Shareholder Distribution
Portfolio
Holdings Management (Add / Edit / Delete)
Portfolio P&L Overview
Advanced Analytics (Sharpe Ratio / Growth Curves)
Sector Allocation Analysis
Attribution Analysis (which holdings drove returns)
Stress Testing (drawdown scenario simulation)
Correlation Matrix
Diversification Score
Learn & Tools
Investment Classroom (plain-language tutorials)
Formula Library (financial formulas with interactive demos)
Interactive Tours (step-by-step feature walkthroughs)
Stock Research Reports (PDF download)
Data Governance
Bank-grade Security (HTTPS + Cloudflare Turnstile + OAuth)
Multi-channel SSO (Google / Facebook / LINE / Telegram)
Data Quality Transparency (publicly verifiable crawler coverage)
Direct Source Access (MOPS / SEC EDGAR / TPEX / FRED)
Other
Watchlist
Price / Event Alerts
Financial News
Dark / Light Theme
Multi-language (EN / ZH)
FAQ
Are there limits on the free plan?
The free plan offers unlimited access to all essential analysis features with no time or usage limits.
When will VIP be available?
VIP subscriptions are launching soon with credit card payment support and electronic invoicing.
What are the data sources?
TW stock data: TWSE, TPEX, MOPS. US stock data: SEC EDGAR (including 13F institutional holdings and Form 4 insider filings). Macroeconomic data: FRED and TW DGBAS.