Here's What the Full Version Gives You.
The free analysis gave you a fair value estimate, 3 risk factors, and financial health summary. Pro gives you the complete institutional research workflow. All 5 valuation models, the Investment Committee, earnings intelligence, portfolio tracking, and downloadable PDF reports.
Free Analysis Gave You
- Fair value (3 models)
- Top 3 risk factors
- Financial health summary
- Email report
Pro Unlocks
- All 5 valuation models + sensitivity table
- AI Investment Committee (5 frameworks)
- Earnings call intelligence
- Portfolio tracking + PDF reports
- 20+ more research tools
Invest Daily Pro · Annual
Just $12.42/month
All 20+ tools · Cancel anytime
30-Day Guarantee Cancel Anytime Instant Access
How Much Are You Overpaying?
Select your portfolio size to see your real cost comparison
1% AUM Advisor
$5,000
per year
Invest Daily Pro
$149
per year
Annual savings vs a 1% AUM advisor on your portfolio
$4,851/yr
That's 33x the cost of Invest Daily Pro - paid back in savings alone
*Advisory fee estimate based on standard 1% AUM model. Results vary.
Free Analysis vs. Complete Research
Exactly what you get with each
| Feature | Free | Pro · $149/yr |
|---|---|---|
| Valuation Models | 3 models (DCF, P/E, Graham) | All 5 models + EV/EBITDA + Analyst Consensus |
| Sensitivity Table | N/A | Full 15x12 DCF sensitivity grid |
| AI Research Narrative | N/A | 500-word institutional-quality thesis |
| PDF Report Export | N/A | Branded, downloadable PDF reports |
| Investment Committee | N/A | Buffett, Dalio, Lynch, Munger, Marks analysis |
| Earnings Call Intelligence | N/A | Transcript analysis for evasiveness & red flags |
| Portfolio Tracking | N/A | Live prices, allocation, AI rebalancing |
| Risk Analysis | Top 3 risks | Full risk matrix + scenario stress tests |
| Financial Health | Summary metrics | Full ratio analysis + trend charts |
| Stock Screening | N/A | Value, growth, dividend & elite screeners |
| Tax Optimization | N/A | Roth ladders, IRMAA, harvesting, withdrawal sequencing |
| Retirement Planning | N/A | Monte Carlo, Social Security, guardrail simulations |
| Budget & Cash Flow | N/A | Bank statement parsing + health score + action plan |
| Usage | 1 analysis | Unlimited, all 20+ tools |
The 20+ Tools You Unlock
Each tool applies a specific, proven methodology to real data. Here's exactly what each one does.
Decision Discipline
AI Investment Committee
Get simultaneous analysis from five legendary investor personas: Buffett, Dalio, Lynch, Munger, and Howard Marks, each stress-testing your holdings through their own proven frameworks. Upload your portfolio PDF and receive a full committee consensus in minutes.
Illustrative example: Analyzes your concentrated tech position across 3 recession scenarios (mild/moderate/severe) with cash flow stress tests, then delivers a consensus 'hold / trim / exit' recommendation with full reasoning from each member.
Behavioral Bias Coach
Take our 50-question diagnostic to identify your specific psychological blind spots: loss aversion, overconfidence, recency bias, and 5 more. Receive a personalized investor profile plus a 4-week improvement plan.
Illustrative example: Identifies a strong loss aversion pattern, maps it to your recent trade history, and delivers a rules-based checklist to use before any sell decision.
Earnings Call Intelligence
AI scans earnings call transcripts for evasiveness patterns, tone shifts, and contradiction between management guidance and financial data. The same red flags institutional analysts flag before a stock drops.
Illustrative example: Detects CFO using vague language around free cash flow 3 quarters in a row, cross-references with declining margins, and generates a 'credibility risk' score before you read a single word of the transcript.
Portfolio Tracker + AI Intelligence
Upload any brokerage statement (PDF) or build manually. Track value, gain/loss, allocation, and sector breakdown. Pro unlocks live real-time prices on every holding, AI Committee review, portfolio intelligence reports, and rebalancing recommendations.
Illustrative example: Upload your Fidelity statement → holdings parsed in seconds → click 'Get Live Data' → all positions enriched with real-time prices → run AI Committee Review for Buffett, Dalio, Lynch, Munger & Howard Marks analysis.
See Every Tool in Action
57-minute full platform walkthrough. Every Pro tool shown live.. No cuts, no marketing polish.
Trust comes from showing the work.
Most platforms hand you a price target and ask you to trust it. We hand you the data, the models, and the assumptions, so you can decide for yourself.
1. Live Institutional Data
We pull real-time prices, fundamentals, and filings from licensed market data providers (Twelve Data, Financial Modeling Prep, Alpha Vantage). No manual entry, no stale snapshots, no made-up numbers.
2. Five Independent Valuation Models
Every fair value estimate runs DCF, relative multiples (P/E and EV/EBITDA), Graham Number, and analyst consensus, then weights them. You see every model's output separately, so you know exactly how the final number was reached.
3. Bear / Base / Bull Scenarios
Instead of a single price target, you get a range with the assumptions behind each. A bear case, a base case, and a bull case, plus a sensitivity table so you can stress-test growth and discount rates yourself.
What you always see
- The exact data source behind every metric
- Every valuation model, shown independently before weighting
- The full assumption set behind each scenario
- A sensitivity table you can adjust yourself
What we will never do
- We are a research tool, not a registered investment advisor. Nothing here is personalized advice.
- AI can be confidently wrong. We show you the source data so you can verify any number yourself.
- Valuation models depend on assumptions. We expose every assumption rather than hiding it behind a single "target price".
- Past performance does not predict future results. Every scenario is a probability, not a promise.
$149/Year. Zero AUM fees.
On a $500K portfolio, a 1% advisor costs $5,000/year. Invest Daily Pro costs $149/year. Same frameworks, your control.
Invest Daily Pro · Annual
Just $12.42/month
Billed annually · Cancel anytime
The things you are right to ask before paying.
Most pricing pages dodge the hard questions. Here are the answers, straight, including the ones that might talk you out of buying.
Is this personalized investment advice?
No, and we are clear about that. Invest Daily is a research and education platform. We give you the same analytical frameworks institutional analysts use, so you can make your own informed decisions. We never tell you what to buy or sell. If you need personalized advice, consult a licensed fiduciary advisor.
I am a beginner. Will this be over my head?
The free analysis tool and the 500-article academy start at zero and assume nothing. Pro tools are powerful but every one includes plain-English explanations of every metric and model. If a concept is unfamiliar, the linked academy article explains it. You grow into the advanced tools rather than being thrown into them.
How much time does this actually take?
A full stock analysis runs in about 30 seconds. The Investment Committee review takes under a minute. Most members spend 15 to 30 minutes per week running the tools on their watchlist. The platform is designed for self-directed investors who want depth without it becoming a second job.
Who is this built for, and who is it not for?
Built for self-directed investors who want institutional-grade analysis without a Bloomberg terminal. Not for anyone seeking a stock tip hotline, guaranteed returns, or someone to make decisions for them. If you want to understand what you own and why, this is for you. If you want picks, it is not.
Why $149 and not free or $1,000+?
Bloomberg terminals cost $24,000 per year. Most retail alternatives are either free but shallow, or expensive but opaque. $149 per year (about $12.42 per month) is the price that covers real-time licensed data feeds and sustainable development without locking the tools behind enterprise pricing. Less than a single full-service broker trade commission.
What happens if I cancel or want a refund?
Cancel renewal in one click from your account, no retention calls. In the first 30 days, email us for a full refund, no questions. You keep any research you already generated. There is no clawback, no fine print, no "activation fee". The risk is entirely on us to earn your renewal.
30-Day Money-Back Guarantee
Zero risk.
Try every single tool for 30 full days. If you don't find value, email us and we'll refund every penny. No questions, no phone calls, no retention tactics.
Full refund, no questions asked
One email, done.
Cancel any time · one click
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Instant access to all 20+ tools
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Common Questions
Everything you need to know before you start.
Important Disclosure: Invest Daily Pro provides educational tools and research frameworks. We do not provide personalized investment advice or guarantee results. All investment decisions should be made based on your individual circumstances, risk tolerance, and financial goals. Past performance does not predict future outcomes. Consider consulting with a licensed financial advisor for personalized guidance.
I built Invest Daily Pro after losing a significant portion of my portfolio in 2022. Like many retail investors, I rode the 2021 wave up and rode it right back down. The painful lesson wasn't that I picked bad stocks. It was that I had no framework for valuing them. I was buying narratives, not businesses.
When I started rebuilding, I looked at the tools institutional analysts use: DCF models, comparable company analysis, sensitivity tables, earnings call transcripts. The cost of accessing these through traditional platforms was prohibitive for an individual investor. Bloomberg terminals run $24,000 per year. Morningstar Direct is similarly enterprise-priced. So I decided to build my own.
The Pro suite isn't about giving you answers. It's about giving you the same analytical frameworks that professional analysts use, so you can make your own informed decisions. The Fair Value Calculator runs five independent valuation models and weights them. The Investment Committee simulates how Buffett, Dalio, Lynch, and Munger would approach your holdings. The Portfolio Intelligence tool catches mandate drift and rebalancing gaps that most retail investors never notice until it's too late.
At $149 per year (roughly $12.42 per month), it costs less than a single trade commission at a full-service broker. The goal was never to get rich off subscriptions. The goal was to democratize the analytical edge that institutions have hoarded for decades. Every tool here exists because I personally needed it during my own investment journey, and I suspect you might need it too.