Choose the plan that matches your trading intensity. Upgrade or cancel anytime.
Every plan unlocks the same six layers deeper — here is what each one buys, in one line per layer. The full feature-by-feature detail follows below.
| Layer | Free | Starter | Pro | Institutional |
|---|---|---|---|---|
| 🦄 QL Private2,300+ pre-IPO companies, graded in public | Roster, sector pages & every graded record · top-5 previews | Wider previews (top 15) | Foresight & Exit Map calls, Private Paper, Pre-IPO Pro, top-40 previews | Full: Private Marks, Mark Tape, Exit & Liquidity Odds, Deal Screen, Founder Ledger, Fair Value Desk, Command Center |
| ⚡ QL Signalsthe 5-factor engine, receipts at /truth | Signals on all 5,000+ stocks & 4,900+ ETFs · Showdown teaser | Full scanner, Alpha Clusters & the Showdown ledger | Performance rankings, full screener & the Buyback Ledger | Everything, plus the Promise & M&A ledgers and day & swing signals over the API |
| ◆ QL Intelligencethe AI analyst, agents & alerts | 50 AI credits/mo | 500 credits/mo | 1,000 credits · 10-agent research panel | 2,000 credits · research agents on everything |
| α QL Deskportfolio, charts & the options desks | 1 watchlist · portfolio tracking | 5 watchlists · 60s live prices | 9-chart workspace, tick charts, options flow | + Hedging Desk, Simulator, Positioning Alpha levels |
| 💬 QL Collab + CRMchannels, docs, pipeline — research together | Collab with a team | + CRM & 5 plays | + docs-as-APIs · 10 plays | 20 plays · shared watchlists |
| 🛰 QL Data PlaneAPI · MCP · SDK · datasets | API + MCP · 100 req/mo | 1K/mo · 20 req/min | 10K/mo · 60 req/min · full endpoints | Unlimited · 300 req/min |
Each line restates an entitlement from the detailed table below — the grid and the table can never disagree, because the table is where the claim lives.
| Feature | Free | Starter | Pro | Institutional |
|---|---|---|---|---|
| Stocks accessible | All 5,000+ | All 5,000+ | All 5,000+ | All 5,000+ |
| ETFs accessible | All 4,900+ | All 4,900+ | All 4,900+ | All 4,900+ |
| Stock Universe table | — | ✓ | ✓ | ✓ |
| Network Graph (16K+ links) | — | — | — | ✓ |
| QL Positioning Alpha (dealer mechanics as dated, graded calls) | Record + calls, no levels | Record + calls, no levels | Record + calls, no levels | Full — entry / stop / target / risk-reward on every call |
| QL Buyback Ledger (every company's repurchases graded vs its own tape, 10-K receipts) | Record + 5-company preview, blurred | Top 15 companies + their ledgers | ✓ Full board + every company ledger | ✓ Full board + every company ledger |
| QL Signal Factor 500 (the S&P 500 ranked nightly by the five-pillar engine, sealed + graded vs SPY) | Record + top-25 rows, map frosted | Record + top-25 rows, map frosted | ✓ Full table, map + every pillar | ✓ Full table, map + every pillar |
| QL Priced-In (the growth every S&P 500 price demands, sealed + graded against what the company reports) | Record + top-25 rows, board frosted | Record + top-25 rows, board frosted | ✓ Full board, every input | ✓ Full board, every input |
| QL Showdown (engine-vs-Street wager ledger, graded by price) | Teaser | ✓ Full ledger | ✓ Full ledger | ✓ Full ledger |
| QL Ground Truth (operating evidence behind a company, four pillars) | Demo + examples | ✓ Any ticker (AI credits) | ✓ Any ticker (AI credits) | ✓ Any ticker (AI credits) |
| QL Promise Ledger (management promises from earnings calls, kept / missed / walked back) | Demo + example tickers | Demo + example tickers | Demo + example tickers | ✓ Any ticker (AI credits) |
| QL M&A Close Ledger (announced deals tracked to close or break, live merger-arb spreads) | Record + acquirer records · top-5 spreads | Top-15 live spreads | Top-40 live spreads | ✓ Full spread board |
| QL Activist Ledger (every named activist's 13D campaign graded vs SPY, EDGAR receipts, computed track records) | Record + track records · 5 live campaigns | 15 live campaigns | 40 live campaigns | ✓ Full live book |
| QL Short Report Ledger (every activist short seller's report graded vs SPY from the short's side, report receipts, computed firm records) | Record + firm records · 5 live reports | 15 live reports | 40 live reports | ✓ Full live book |
| QL Rates Desk (key-rate durations, nine curve & spread scenarios, six crisis replays, seeded 12-month rate/spread simulation cones and a curve alpha board over any bond-ETF book) | Book analytics · 3 scenarios · 2 replays | 5 scenarios · 3 replays | 7 scenarios · 4 replays | ✓ Full desk + simulated cones + custom books |
| QL Emerging Spaces (the private market as a living map — every thematic space momentum-scored from disclosed rounds, secondary marks and news heat, with the companies inside) | 5 spaces scored · map frosted | 12 spaces scored | 20 spaces scored | ✓ Every space + full map |
| QuantLogix Bonds (fixed-income ETF signals across rates, credit, duration & carry, the live Treasury curve and credit spreads, issuer bond curves, income & ladder builder, bonds & macro research chat) | — | — | — | ✓ |
| QL Dividend Ledger (monthly sealed Top 100 dividend value stocks, pillar clusters, graded record vs SPY / SCHD / VIG) | 5-row pillar preview under a frosted page | ✓ Full board, pillars + ranked universe | ✓ Full board, pillars + ranked universe | ✓ Full board, pillars + ranked universe |
| QL Founder Ledger (founder claims graded with receipts, Founder Credibility Index) | Company ledgers · top-5 board | Top-15 board | Top-40 board | ✓ Full credibility board |
| QL Exit Odds (sealed monthly IPO / acquisition / down-round odds, Brier-scored) | Public record + preview | Wider preview | Wider preview | ✓ Full board |
| QL Liquidity Odds (P(tender / block sale in 6 months), graded vs the Secondary Tape) | Public record | Public record | Public record | ✓ Full board |
| QL Deal Screen (sealed, tape-graded pre-IPO screening record) | Public record + permalinks | Public record + permalinks | Public record + permalinks | ✓ Seal your own screens |
| QL Fair Value Desk (ASC 820 evidence packs over your private book) | — | — | — | ✓ |
| QL Private Paper (paper market for 2,300 pre-IPO companies at the live QL Mark) | — | — | ✓ | ✓ |
| QL Exit Map (sealed acquirer maps per company, graded on every real acquisition) | Public record | Public record | ✓ Current maps | ✓ Current maps |
| QL Private Foresight (weekly sealed P(QL Mark ↑ in 90d) boards, calibration in public) | Public record + 5-call preview | Public record + 5-call preview | ✓ Full board | ✓ Full board |
| Equities Network (which ETFs hold a stock — the passive-flow map) | Mega-cap taste (top 8 wrappers) | Curated preview (15 wrappers) | Curated preview (15 wrappers) | Full map — every N-PORT fund, real weights, inflow simulator |
| Strong conviction picks | — | ✓ | ✓ | ✓ |
| Signal scanner | Basic | Full + filters | Full + filters | Full + filters |
| Fundamental analysis | — | ✓ | ✓ | ✓ + ratios |
| QL Intelligence company chat | Trial (50 credits) | ✓ | ✓ | ✓ |
| Chart drawing tools + indicator browser | — | — | ✓ | ✓ |
| Tick-level charts (trades per bar on every candle + live print count on the forming candle) | — | — | ✓ | ✓ |
| Deep-dive financial analysis | — | ✓ | ✓ | ✓ + ratios |
| Watchlists | 1 (5 tickers) | 5 (50 each) | Unlimited | Unlimited + shared |
| Research & ratings | — | Basic | Full | Full + AI agents |
| Options flow | — | — | ✓ | ✓ |
| Financial statements | — | Quarterly | Q + Annual | Full + ratios |
| Sector analysis | — | — | ✓ | ✓ |
| Performance rankings | — | — | ✓ | ✓ |
| News sentiment | Headlines | ✓ | ✓ | ✓ + alerts |
| Live price updates | — | 60s | 30s | 15s |
| Theme baskets (487 themes, AI-built) | 5/mo | 25/mo | 100/mo | All themes |
| Watched baskets (🔔 push alerts) | 3 | 10 | 50 | 200 |
| CSV export | — | — | ✓ | ✓ + API |
| AI credits/mo (shared across Research, Portfolio chat, QL Intelligence · plan credits reset monthly; purchased credits roll over) | 50 | 500 | 1,000 | 2,000 |
| QL Intelligence AI engine (auto-routed by task & prompt difficulty) | Adaptive | Adaptive | Adaptive + ⚡ Pro reasoning | Adaptive + ⚡ Pro reasoning |
| Refill packs $20 / $50 / $100 | — | 200K / 500K / 1M | 250K / 625K / 1.25M | 333K / 833K / 1.67M |
| Telegram bot signal lookups (price, market & news commands are unmetered) | 5/mo | 50/mo | 500/mo | Unlimited |
| Day & Swing signals (Telegram + Discord) | — | — | 300/mo each | Unlimited |
| Dealer Flow Daily — levels, stance & stress simulator | Regime map + track record | Regime map + track record | ✓ | ✓ |
| QL Simulator (what-if A/B lab — regime-switching Monte Carlo, crisis replays, confidence-tagged; page + API + MCP) | — | — | — | ✓ |
| QL Private Marks (model-marked private valuations — last round + daily secondary prints + public comps blended into one current mark, confidence-graded; interactive map + API) | — | — | — | ✓ |
| Private Markets Command Center (the private capital graph — companies, investors, rounds and fund formation in one picture, plus Catalyst & Exposure, cross-market search and export) | 15-company graph | 50 + recent rounds | 150 + investor moves, capital & news | ✓ Full graph + Catalyst |
| QL Mark Tape (SEC-filed mutual-fund marks on private companies — price per share, matched-basis quarterly re-mark, cross-manager dispersion) | Top 5 companies | Top 15 | Top 40 | ✓ Full tape |
| Index Reconstitution Radar (S&P 500 add/delete forecaster — cluster map, seasoning clock, deletion watch, forced passive bid) | Limited intro | ✓ | ✓ | ✓ |
| QL Alpha Clusters (Street-vs-Engine cluster map — twelve regimes, alpha score, regime flow & realized performance; page + MCP) | Limited preview | ✓ | ✓ | ✓ |
| QL Hedging Desk (dealer hedging response surface — joint spot/vol/time grid, vanna & charm channels, gamma- and vanna-flip levels, accelerant band, flows in % of ADV; page + MCP) | — | — | — | ✓ |
| Prove the Remedy (Health Check recommendations simulated — your book vs the remedied book, paired Monte Carlo, execution cost netted out) | — | — | ✓ | ✓ |
| Custom indicators (AI-authored) | — | 20 composes/mo | 50 composes/mo | Unlimited |
| Sector heatmap | ✓ | ✓ | ✓ | ✓ |
| Macro sentiment score | ✓ | ✓ | ✓ | ✓ |
| Pattern intelligence (backtesting) | — | Basic | ✓ | ✓ + history |
| AI Portfolio Tracker | — | — | ✓ (300 analyses/mo) | ✓ (1,500 analyses/mo) |
| Brokerage auto-link (Plaid) | — | 1 account | 5 accounts | Unlimited |
| Portfolio vs S&P 500 chart | — | — | ✓ | ✓ |
| Portfolio stress test | — | — | ✓ | ✓ |
| Copy trading (baskets & strategies) | — | ✓ | ✓ | ✓ |
| Daily signal alerts (Telegram) | — | — | ✓ | 3x/day |
| Alert capacity (combined cap) | 3 price | 15 price | 75 (price + 9 custom) | 300 (price + 9 custom) |
| Basic price alerts (push + email) | ✓ | ✓ | ✓ | ✓ |
| Custom alerts (news / signal / volume / filings / insider / 13F / sector / lockup) | — | — | ✓ 9 kinds | ✓ 9 kinds |
| IPO lockup expiry alerts (Lockup Radar — per ticker, or every DRAG call over a pressure floor, N days before expiry) | — | — | ✓ | ✓ |
| Email signal change alerts | — | — | ✓ | ✓ |
| iOS & Android push (mobile app) | ✓ | ✓ | ✓ | ✓ |
| AI agent analysis | — | — | — | 5 domains |
| QL Investment Committee (sourced debate, IC packet, decision monitoring) | — | — | ✓ | ✓ |
| Custom Screener (saved presets) | — | ✓ 20 presets | ✓ 20 presets | ✓ 20 presets |
| What-If Backtester | — | ✓ | ✓ | ✓ |
| Trade Journaling | — | — | ✓ | ✓ |
| CRM — Contacts & Outreach (pipelines, tasks, templates, sequences, Outbox approval, CSV import/export) | — | ✓ | ✓ | ✓ |
| CRM Plays (market-driven automations — signal flips, earnings ahead, Form D watch; re-checked every 2h, drafts land in your Outbox for approval) | — | 5 plays | 10 plays | 20 plays |
| Private Companies (SV unicorns) | — | — | ✓ 30+ companies | ✓ 30+ companies |
| IPO Center live tracker (live QL signal per IPO, debut grading, flow events, ⭐ track for alerts) | — | ✓ | ✓ | ✓ |
| Catalyst Radar (live event intelligence ranked to portfolio exposure) | 7-day preview | 21-day + relevance & checklist | 60-day + scenarios & Decision Stream | Pro + shared watchlist & 300-alert capacity |
| Pre-IPO Pro dashboard (valuations, funding rounds, IPO pipeline, AI DD reports) | — | — | ✓ | ✓ |
| Fund tools suite (Syndicate Graph, Secondaries Desk, LBO Screener, 13F Crowding Monitor, Catalyst Calendar with .ics, Pair & Hedge Builder, LP Tearsheet, Fund Portfolio Monitor) | — | — | ✓ | ✓ |
| QL Collab Tools (team workspace — pinned claims, graded calls, desk agents, Notes/Sheets/Slides, inbound hooks, MCP) | ✓ with a team | ✓ | ✓ + docs-as-APIs REST | ✓ + docs-as-APIs REST |
| Public API & MCP server (Claude, Cursor, Claude Code) | ✓ | ✓ | ✓ | ✓ |
| ql_ API key endpoints | Signal + news | Signal + news | + Screener, batch signals, private companies, 13F, model card | + Day & swing signals, microstructure, earnings setup |
| QL Brief (personalized morning digest) | — | — | ✓ | ✓ |
| QL Daily (free digest email) | ✓ | ✓ | ✓ | ✓ |
| Smart Money tracker | — | ✓ | ✓ | ✓ |
| Institutional 13F browser | — | — | ✓ | ✓ |
| Founder Match (rank 300+ VC/PE/CVC/sovereign funds to your raise, capital intel, intro-ready partners, shortlist + CSV export, CRM/Bridge handoff) | — | — | ✓ | ✓ |
| Advisor Console + Client Review Report (private per-client workspaces, white-label print-to-PDF portfolio review with QL Engine proof footer) | — | — | ✓ | ✓ |
| API / MCP rate limit | 100/mo · 5 req/min | 1K/mo · 20 req/min | 10K/mo · 60 req/min | Unlimited · 300 req/min |
| Support | Community | Priority | Dedicated |