Questions
Is there a free trial?
Yes — Professional and Analyst both come with a 14-day free trial. We take a card at signup but don't charge it during the trial. Cancel any time before day 15 and you won't be charged. Enterprise is contact-sales.
Can I trial both Professional and Analyst?
One trial per account, across all paid tiers. If you've used your trial on Professional and later switch to Analyst (or vice versa), the second subscription starts billing immediately — no second trial.
What happens on day 15?
If you haven't canceled, your card is charged for the first month and your subscription continues. Stripe emails a receipt. If the charge fails, you keep access for up to 7 days while we retry; after that the subscription cancels and you drop back to free read-only access.
Can I change plans later?
Yes. Upgrade or downgrade anytime from your billing portal. Changes take effect immediately and are prorated.
When can I subscribe to Builder?
Builder is in pre-launch. Click "Join waitlist" on the Builder card and we'll email you when subscribe goes live. No charge until then. Timing depends on demand from waitlist signups.
What payment methods do you accept?
All major credit and debit cards via Stripe. We also support Link for faster checkout.
What are AI enrichments?
AI-generated analysis of SEC filings — material event summaries, earnings briefs, and risk factor diffs. Available on all tiers with usage limits.
How does the MCP server work, and what does each tier include?
The MCP server connects Claude, ChatGPT, Cursor, and any MCP-compatible AI client to SEC filings. The tool list is tier-aware: Free accounts see 3 tools (company search, filings browse, brief), Professional adds 13 (financial statements, insider activity, institutional ownership, real-time material events, full-text search, the live filing feed, and mutual fund + investment adviser data for 16 total), and Analyst adds 3 more (AI filing analysis, narrative-text disclosure search, and financial-statement notes search for all 19). See https://app.edgar.tools/mcp for the full ladder.