Institutional analysis. Start free. Upgrade when ready.
Every metric, every chart, the fair-value card and the full DCF model are free with no account required.
Premium unlocks the live holdings of our two systematic strategies, the portfolio Risk view and
300 AI analyses a month — for less than one stock trading commission.
MonthlyAnnualSave 35%
Free
$0
no credit card required
Full institutional-grade analysis with no account required.
See every score, every metric, and run a complete DCF model — right now.
✓ All 6 scoring factors with full breakdown
✓ 40+ metric cards with plain-English tooltips
✓ 10+ years historical charts (Revenue, FCF, Margins, Shares)
✓ Piotroski F-Score 9-point detail
✓ Full DCF calculator with 3 scenarios
✓ Monte Carlo simulation
✓ Reverse DCF
✓ Save your DCF models
✓ Sector-adjusted scoring (7 profiles)
✓ 1 AI analysis per day (sign-in required)
✓ Fair Value card on the stock page
✓ Screener across 4,300+ US-listed names
✓ Strategy performance & full backtests — always public
Founding price — this is the lowest it will be: the price rises
as the live track record grows.
Everything in Free, plus the exact holdings of our two systematic
strategy baskets — backed by a public, verifiable month-by-month
track record — the portfolio Risk view, and 300 AI analyses a month.
✓ Everything in Free
✓Live strategy baskets — the Momentum and Quality Momentum portfolios: all 25 holdings, what entered and what left, at every month-end rebalance KEY
✓Portfolio check — see which of your positions the strategies currently hold
✓Portfolio Risk view — Altman Z, F-Score, momentum and risk breakdown per position
✓300 AI analyses per billing cycle on the stock, valuation and portfolio pages
Premium research platforms charge $20–200/month for proprietary black-box scores
and hidden methodology. We charge less, show you everything, and let you start for free.
Full DCF + Monte Carlo3 scenarios, WACC calculator
✓ Full
✓ Full
✓ Full
✗
~ Basic only
Reverse DCFWhat growth is priced in?
✓
✓
✓
✗
✗
Momentum factor12M-1M academic method
✓ Academic
✓ Academic
✓ Academic
✗
~ Limited
Fair Value / Intrinsic ValueShown directly on stock page
✓ Free
✓ Free
✓ Free
✗
✓ Paid only
Live strategy basketsMomentum & Quality Momentum, 25 holdings each, monthly
~ Performance only
✓ Holdings
✓ Holdings
✗
~ Model portfolios
Portfolio Risk viewAltman Z, F-Score, momentum per position
✗
✓
✓
✗
~ Some
AI analysisPlain-English score interpretation
~ 1 per day
✓ 50 in 14 days
✓ 300 / month
✗
~ Some
YouTube channelStock analysis videos
✓
✓
✓
✗
✗
Stock coverage
4,300+ US-listedincl. foreign filers / ADRs
4,300+ US-listed
4,300+ US-listed
US + ETFs
Global
* Competitor categories for reference only. Features based on publicly available information as of September 2026.
Common questions
Pricing FAQ
Yes — today, all 6 scoring factors, all metric cards with tooltips, all historical charts,
Piotroski F-Score detail, the fair-value card, the full DCF calculator, Monte Carlo simulation, Reverse DCF,
Save Model, the screener and every strategy’s performance and backtest
are free with no account required. You can analyze any US stock right now without signing up for anything.
We may adjust what's included in Free vs. Premium over time as the platform evolves —
current plan details are always shown on this page.
Two rules-based strategies — the Momentum Portfolio
and the Quality Momentum Portfolio — each hold
25 stocks and re-rank at every month-end. Their full methodology, backtests and month-by-month performance are
public and stay public. Premium members see the part that cannot be reproduced after the fact: the exact 25
holdings right now, which names entered and which left this month, and how long each has been held. Because
the history is published as it happens, the track record is verifiable — nobody can rewrite it later.
These are mechanical outputs of published rules, not recommendations.
Every new user automatically receives a 14-day free trial with full Premium access — no credit card required.
During the trial you can see both live strategy baskets, use the portfolio check and the portfolio Risk view, and run up to 50 AI analyses in total.
After 14 days, your account reverts to the Free plan automatically. You will never be charged without explicitly choosing a paid plan.
The AI reads all financial scores and metric data and explains in plain English why a company scored the way it did —
which factors are strong, which are weak, and what the numbers mean. It is not investment advice.
Free: 1 AI analysis per day (resets midnight UTC, Google sign-in required). Trial: 50 AI analyses total for the entire 14-day trial period. Premium: 300 AI analyses per billing cycle (resets from your subscription start date).
Limits exist to ensure fair use for all users and to cover API costs.
We reserve the right to adjust limits — current limits are always shown on this page.
Yes. Cancel anytime from your account settings. No cancellation fees, no lock-in.
Your Premium access continues until the end of the current billing period.
After that you revert to the free plan — all your saved models stay accessible.
The annual plan costs $149/year — equivalent to $12.42/month, a saving of 35% versus monthly billing.
Payment is charged once per year. You can switch between monthly and annual billing at any time,
with any difference prorated automatically via Stripe.
No. All scores, analyses, and AI interpretations are provided for informational and educational
purposes only. Nothing on thecompoundfamily.com constitutes investment advice or a recommendation
to buy or sell any security. All investment decisions are solely your responsibility.
See our full disclaimer.
Start analyzing for free.
No account required. Enter any US ticker and see the full score in seconds.
Upgrade to Premium when you want the live strategy holdings and the Risk view.
Mykola Klymenko · Einzelunternehmer · Hamburg, Deutschland · [email protected]
Feature & Pricing Notice:
All features, pricing, and usage limits described on this page reflect the current state of the platform
as of the date shown on this page and are subject to change without prior notice.
Features marked "coming soon" or "in development" are planned but not guaranteed.
AI analysis limits may be adjusted at any time to ensure fair use for all users.
The current applicable limits are always those displayed on this page at the time of access.
Past feature descriptions on other pages of this website may not reflect the current offer —
this pricing page is the authoritative reference. Continued use of the platform constitutes
acceptance of any updated terms. See our AGB for full terms.