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💲 Pricing Plans
TickerForge provides institutional-grade portfolio diagnostics, 13F Smart Money tracking, and stress testing at retail prices.
🚧 We are currently in Closed Alpha.
Start for free to explore the active stock universe and run basic stress tests. When you're ready to build unlimited strategies, track top hedge funds, or run deep quantitative diagnostics, upgrade to a paid tier.
🎉 Early Access Offer — Limited Time
We are offering an Early Plan for the first 100 users:
- 💵 $12 / month
- 🔒 Price locked for 12 months
- 🚀 Full Standard Plan features
⏳ Available only during closed alpha.
Once 100 spots are filled, this plan is permanently closed.
💼 Compare Plans
| Feature | Free | Standard — $19/mo | Pro — $39/mo |
|---|---|---|---|
| Full Insights (Score > 5) | ❌ (Verdicts and Screeners Hidden) | ✅ Full Access | ✅ Full Access |
| Smart Alerts | 5 Alerts | Unlimited | Unlimited + Instant Fund Alerts |
| Smart Money Data (13F) | ❌ | ✅ View 27 Funds & Details | ✅ Full 13F Screener + Pro Subs |
| Strategy Sandbox | 1 Portfolio | Unlimited | Unlimited |
| Core Diagnostics (Snapshot, Sector, Basic Stress) | ✅ | Unlimited | Unlimited |
| Advanced Pro Reports (Volatility, Matrix, Drawdown) | ❌ | ❌ | ✅ |
| Rebalance Copilot (Auto-Balancer) | ❌ | ❌ | ✅ |
| Priority Support | ❌ | ❌ | ✅ |
🟢 Standard Plan — $19 / month
The ultimate toolkit for active investors tracking Smart Money and market momentum.
Perfect for active investors who want to test ideas, track hedge funds, and monitor trends without limits.
- Full Analysis Unlock: See all verdicts, conclusions, and screener results for every stock, regardless of its rating.
- Smart Money Tracking: Access detailed holdings and portfolio moves of 27 top institutional funds (13F filings).
- SmartPools Access: Expanded access to our algorithmic strategy pools and quantitative momentum trackers.
- Unlimited Smart Alerts: Subscribe to quantitative momentum, trend-reversal, and macro alerts without restrictions.
- Unlimited Sandbox: Create as many mock portfolios as you need to test different strategies in real-time.
- Core Quant Diagnostics: Run unlimited beta-weighted stress tests and sector allocation scans.
🔵 Pro Plan — $39 / month
The Portfolio Intelligence Suite. Built for investors managing real capital who demand institutional optimization and instant reactions.
🏛️ Advanced Smart Money & Screeners
- Instant Fund Subscriptions: Get real-time push notifications the moment a top fund's 13F report drops or changes.
- Fund Rating Changes: Alerts on internal rating shifts for companies within institutional portfolios.
- Full 13F Screener: Closed, advanced screener tailored specifically for deep-diving into Smart Money movements.
📊 Advanced Quant Reports
Go beyond basic sector allocation. Pro unlocks institutional-level mathematical insights into your portfolio structure (based on Markowitz portfolio theory):
- Deep Concentration Metrics: HHI Index and Effective Number of Holdings.
- Risk & Volatility Analysis: Correlation Matrix, Covariance Structure, and Risk Contribution per Asset.
- Advanced Stress Testing: Scenario Stress (Crisis / Bear / Rates), Max Drawdown projections, and Recovery Time estimates.
⚖️ Rebalance Copilot (Coming Soon)
Stop guessing what to buy or sell to fix your risk exposure.
- Monthly Drift Scans: Automatically detects when your portfolio drifts away from your target risk profile.
- Quantitative Suggestions: AI-driven recommendations on which assets to trim and what to add to restore balance and reduce correlation risks.
Because predicting the market is impossible, but managing your exposure is a choice.
🏢 For Portfolio Consultants & Advisors
Transform our quantitative engine into your client-acquisition tool.
Consultant Tier — $499 / month
Built for Wealth Managers, RIAs, and Financial Consultants who need to audit prospect portfolios, demonstrate risk, and close high-net-worth clients.
Exclusive B2B Features:
- 💼 Multi-Client Management: Import and track up to 100 distinct client portfolios.
- 🖨️ White-Label PDF Reports: Generate stunning, institutional-grade Portfolio Health and Stress Test reports featuring your company's logo and branding.
- 📊 Pre-Sales Audits: Use the Stress Test engine to instantly show prospects the hidden vulnerabilities in their current broker accounts.
- 🤝 Dedicated Account Manager & Priority API Access.
👉 Contact Sales to Book a Demo
🚀 How to Upgrade
- Open the TickerForge Bot in Telegram.
- Use the
/upgradecommand. - Choose your plan and subscribe securely via Stripe or Crypto.
⚡ Activation is instant. You can cancel at any time.