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Pricing
AI-powered stock research and portfolio analytics — built for investors who want to understand what they own.
Start exploring. Understand the basics of any company before you invest.
Unlock the full picture. Deeper analysis, more data, and serious portfolio tools.
No card required. Cancel anytime.
| Feature | Free | Pro |
|---|---|---|
| AI Stock Insights | ||
| AI stock summaries | 5 per day | Unlimited |
| Plain-English explanations | ✓ | ✓ |
| AI-generated bull & bear cases | — | ✓ |
| Reward & Risk Scores | ||
| Overall Reward & Risk rating | ✓ | ✓ |
| Score breakdown by factor | Summary only | Full breakdown |
| Historic score tracking | — | ✓ |
| Portfolio Analytics | ||
| Number of portfolios | 1 | Unlimited |
| Holdings per portfolio | 10 | Unlimited |
| Sector & geographic allocation | ✓ | ✓ |
| Portfolio risk score & analytics | — | ✓ |
| Dividend income tracking | — | ✓ |
| Performance attribution | — | ✓ |
| Factor Analysis | ||
| Basic factor scores | ✓ | ✓ |
| Full factor breakdown (value, growth, quality, momentum) | — | ✓ |
| DCF & valuation models | — | ✓ |
| Screener & Watchlists | ||
| Stock screener | Basic filters | Advanced filters |
| Watchlists | 1 (10 stocks) | Unlimited |
| Price & score alerts | — | ✓ |
| Data & Coverage | ||
| UK stocks (LSE, AIM) | ✓ | ✓ |
| US stocks (NYSE, NASDAQ) | ✓ | ✓ |
| ETFs, funds & investment trusts | ✓ | ✓ |
| Financial statements (5yr+) | — | ✓ |
| Community & Support | ||
| Community access | ✓ | ✓ |
| Learning hub & guides | ✓ | ✓ |
| Priority support | — | ✓ |
Every insight comes with a plain-English explanation. No jargon walls. No confusing dashboards.
openbook helps you research and understand companies — not chase short-term trades.
Deep coverage of LSE, AIM, and UK investment trusts — plus full US market data.
We show the risks alongside the rewards. Every stock, every portfolio — no cherry-picking.
Yes, completely. No credit card required, no time limit. The Free plan gives you genuine access to stock research, a portfolio, and our learning hub. We want you to get value before you ever consider upgrading.
You get full access to every Pro feature for 7 days. No card required to start. If you decide Pro isn't for you, you'll simply return to the Free plan — no action needed.
Absolutely. Cancel from your account settings at any time. If you cancel, you keep Pro access until the end of your current billing period, then transition back to the Free plan.
No. Openbook Analytics is a stock research and educational platform. We do not provide financial advice, manage investments, or execute trades. We help you research — the decisions are always yours.
We cover UK stocks (LSE and AIM), US stocks (NYSE and NASDAQ), ETFs, funds, and UK investment trusts. We're always expanding our coverage.
openbook is built for clarity. Where traditional platforms focus on data tables and advanced screens, we use AI to explain what the data actually means in plain English. We're designed for investors who want to understand, not just screen.
Yes. We use industry-standard encryption and never share your personal or portfolio data with third parties. Your portfolio holdings remain completely private.
We're exploring annual discounts and a student tier. If you have feedback on what you'd like to see, get in touch — we listen.
Join thousands of UK investors using openbook to research stocks and manage portfolios with confidence.