Plans
Get an email when the funds you follow file a 13F. Paid plans follow more funds and attach an Excel workbook of every position change.
Standard
$7.96$5.97 / year
You save $1.99 a year
$1.49 a quarter, billed yearly
- Follow up to 5 funds
- Email when they file
- Excel workbook of every change
Plus
Popular$15.96$11.97 / year
You save $3.99 a year
$2.99 a quarter, billed yearly
- Follow up to 15 funds
- Email when they file
- Excel workbook of every change
Max
$39.96$29.97 / year
You save $9.99 a year
$7.49 a quarter, billed yearly
- Follow unlimited funds
- Email when they file
- Excel workbook of every change
Questions
Can I change plans later?
Yes. Upgrades start right away and you pay the difference for the rest of your billing period. Downgrades and cancellations take effect when the period ends, and you choose which funds to keep.
What if I'm not happy?
If you don't like your first Excel workbook, ask for a refund from your dashboard within 30 days of receiving it and we'll refund you in full.
What happens to my funds if I cancel?
You move to the Free plan at the end of your billing period. Funds beyond the free limit are paused, not deleted, and come back if you subscribe again.
What's in the workbook?
Every position the fund bought, sold, added to or trimmed between the two quarters, with share counts, values and portfolio weights, adjusted for stock splits.