Simple, transparent pricing
Access is by invitation. Plans take effect once your workspace is approved.
Starter
Get a feel for AI-powered market analysis.
$0
Request an invite- 15 AI analyst queries / day
- Live market quotes & charts
- 1 asset class at a time
- Basic markets overview
- Community support
Analyst
For active investors who want answers, not homework.
$29/ month
Billed annually Request an invite- Unlimited AI analyst queries
- All asset classes: stocks, ETFs, funds, commodities
- Portfolio & side-by-side comparison tools
- Risk & volatility scoring
- Custom watchlists + smart alerts
- Deep research mode with citations
- Priority response speed
Institutional
For advisors, desks, and teams who need scale.
$199/ month
Billed annually Talk to sales- Everything in Analyst, for your whole team
- Team seats & shared workspaces
- API access to the analysis engine
- Multi-portfolio & client book tracking
- Custom report generation & export
- Dedicated onboarding & support SLA
- SSO & audit logs
Compare plan details
| Feature | Starter | Analyst | Institutional |
|---|---|---|---|
| AI analyst queries | 15 / day | Unlimited | Unlimited |
| Asset classes covered | 1 at a time | All 4 | All 4 |
| Live market quotes & charts | Included | Included | Included |
| Portfolio comparison tools | Not included | Included | Included |
| Risk & volatility scoring | Not included | Included | Included |
| Watchlists & smart alerts | Basic | Smart alerts | Smart alerts |
| Deep research mode with citations | Not included | Included | Included |
| Team seats | 1 | 1 | Unlimited |
| API access | Not included | Not included | Included |
| Custom report export | Not included | Not included | Included |
| Support | Community | Priority email | Dedicated SLA |
Frequently asked questions
Is EQIQO connected to my brokerage account?
No. EQIQO is a research and analysis layer only. It never has trading access, never touches your funds, and doesn't require you to link a brokerage account.
Is this investment advice?
No. EQIQO is an educational and informational tool. Outputs are AI-generated analysis of market data, not personalized investment, legal, or tax advice. Always do your own diligence or talk to a licensed professional before making financial decisions.
What counts as an 'AI analyst query'?
Each question you ask, whether it's a quick quote lookup or a multi-asset comparison, counts as one query. Follow-up questions in the same thread each count individually.
Can I switch plans or cancel anytime?
Yes. You can upgrade, downgrade, or cancel from your account settings at any time. Downgrades and cancellations take effect at the end of your current billing period.
Do you offer discounts for annual billing?
Yes. Paying yearly saves roughly 17-20% versus monthly billing on both the Analyst and Institutional plans.
How current is the market data?
Prices, index levels, fund NAVs and futures quotes are sourced live from Yahoo Finance and refreshed every minute. Depending on the exchange, quotes may be delayed by up to 15 to 20 minutes, and mutual fund NAVs update once per trading day.
Bring EQIQO to your research team.
Access is by invitation. Tell us about your team and how you research, and we'll be in touch.