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. When you connect Equibles to another app, Plus adds stock and option prices delayed 15 minutes. 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 Web Data Feeds. 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 feed, then refreshes verified, source-linked data periodically and preserves its history over time.
- Up to 5 feeds per account
- Periodic refreshes with dataset history preserved over time
- Portal, MCP and REST access to the latest verified result
Faster stock and option prices
When you connect Equibles to another app, Plus gives you stock and option prices delayed 15 minutes. Pro gives you real-time stock and option prices. 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?
Free
Explore selected reported datasets
$0.00/month
- End-of-Day Stock Prices Filings, transcripts, prices and option chains arrive end of day over the API and MCP server; intraday, live and option-chain calls return an upgrade link. Prices shown on equibles.com are live.
- 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 — 116 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, prices delayed 15 minutes and forecasts
$9.99
/month
100 ALVIS credits every week
- Everything in Free Selected reported datasets, the stock screener, OAuth connector and cited answers
- Stock and Option Prices Delayed 15 minutes
- 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.
1000 ALVIS credits every week
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 5 Web Data Feeds 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
- 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
- Distribution rights Show Equibles data to users on your website, in software, or through an AI agent
- Priority support Your tickets answer first, from people who know the data
Cancel anytime — you keep access through the paid period.
Enterprise
For teams, funds and production workflows
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
- SSO and centralized access control 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.
117 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
- 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 116 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 team access or custom delivery?
Discuss shared access, custom request volume, integrations, bulk feeds and contract-specific data terms.
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?
Market data follows the plan. On Free the data feed is end of day throughout: filings, transcripts, prices and option chains, so calls for intraday quotes, live quotes or option chains are declined with a link to upgrade. Plus adds intraday stock quotes and option chains 15 minutes delayed, with filings and transcripts arriving as Equibles processes them, and Pro answers quotes and chains in real time. Prices shown on equibles.com are live on every plan. This applies to the API and MCP server, where a Free key is answered with an upgrade link instead of an intraday quote. Paid plans also broaden coverage with forecasts and market signals.
Which plan do I need for live or delayed prices?
Plus for delayed, Pro for real time. Over the API and MCP server, Free is end of day throughout, filings and transcripts as well as prices and option chains; Plus adds intraday stock quotes and option chains 15 minutes delayed, and Pro makes them real time. On Free a call to an intraday, live or options endpoint is declined with a message naming the plan and a link to upgrade, so nothing fails silently. Prices shown on equibles.com are live on every plan. This applies to the API and MCP server, where a Free key is answered with an upgrade link instead of an intraday quote.
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.
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.