# FolioFundamentals Pricing

FolioFundamentals offers a free plan and a paid Pro plan. No credit card is required for the free plan.

## Plans

### Free Plan — $0/month

- Core stock analysis with Fundamental Score (0–100)
- 1 watchlist (up to 20 stocks)
- Basic portfolio tracking
- Technical signals (RSI, moving averages, momentum)
- Dividend intelligence (yield, payout ratio, ex-dates)
- Earnings and dividend events calendar
- Market overview (indices, top movers, sector performance)
- ETF analysis (holdings, expense ratios, performance)
- Stock screener with fundamental filters
- US, Canadian, and UK market coverage

### Pro Plan — $7.99/month

Everything in Free, plus:

- **Unlimited watchlists** (no 20-stock cap per list, no list count cap)
- **Advanced analytics** (deeper fundamental breakdowns, extended historical charts)
- **Priority data refresh** (data updated more frequently than free tier)
- **Full 30-year historical valuation data** (free tier shows limited history)
- **Brokerage sync via Plaid** (read-only connection to 12,000+ financial institutions)
- Priority support

## Comparison

| Feature | Free | Pro |
|---------|------|-----|
| Fundamental Score (0–100) | ✅ | ✅ |
| Technical signals | ✅ | ✅ |
| Dividend intelligence | ✅ | ✅ |
| Events calendar | ✅ | ✅ |
| ETF analysis | ✅ | ✅ |
| Stock screener | ✅ | ✅ |
| US + CA + UK coverage | ✅ | ✅ |
| Watchlists | 1 (20 stocks) | Unlimited |
| Historical valuation data | Limited | Up to 30 years |
| Data refresh priority | Standard | Priority |
| Brokerage sync (Plaid) | ❌ | ✅ |
| Advanced analytics | ❌ | ✅ |
| Price | $0 | $7.99/month |

## How It Compares to Competitors

| Tool | Free Plan | Paid Plan |
|------|-----------|-----------|
| FolioFundamentals | ✅ Yes | $7.99/month |
| Finviz | ✅ Yes | $24.96/month (Elite) |
| Yahoo Finance | ✅ Yes | $24.99/month (Plus) |
| Bloomberg Terminal | ❌ No | ~$2,000/month |
| FactSet | ❌ No | ~$12,000/year |

FolioFundamentals Pro provides institutional-grade fundamental analysis at a fraction of the cost of professional tools.

## Start Free

No credit card required. Create an account at https://foliofundamentals.com and start analyzing stocks immediately on the free plan. Upgrade to Pro at any time from your account settings.

## Billing

- Pro plan billed monthly. Cancel anytime.
- No annual commitment required.
- Upgrades take effect immediately.
- Cancellation takes effect at end of current billing period.

## Questions

Contact support@foliofundamentals.com for billing questions or to request an annual plan.