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Pricing
AI-powered stock research and portfolio analytics — built for investors who want to understand what they own.
✓ No card required✓ Cancel anytime✓ UK data centres
Start exploring. Understand the basics of any company before you invest.
Includes 14 days of Pro — no card required.
Unlock the full picture. Deeper analysis, more data, and serious portfolio tools.
Founder rate for your first 6 months, then £19.99/mo.
Get ProFounder rate · cancel anytime.
A fraction of the cost of Stockopedia or ShareScope — Pro from £9.99/mo.
| Feature | Free | Pro |
|---|---|---|
| AI Stock Insights | ||
| AI-powered “Key facts” summary | ✓ | ✓ |
| Plain-English explanations | ✓ | ✓ |
| Reward & Risk Scores | ||
| Overall Reward & Risk rating | ✓ | ✓ |
| Score breakdown by factor | Summary only | Full breakdown |
| Historic score tracking | — | ✓ |
| Dividend safety score | — | ✓ |
| Portfolio Analytics | ||
| Number of portfolios | 1 | 10 |
| Holdings per portfolio | 10 | Unlimited |
| Sector & geographic allocation | ✓ | ✓ |
| Portfolio risk score & analytics | — | ✓ |
| Dividend income tracking | ✓ | ✓ |
| Performance attribution | — | ✓ |
| Stress testing & optimisation | — | ✓ |
| Factor Analysis | ||
| Basic factor scores | ✓ | ✓ |
| Full factor breakdown (value, growth, quality, momentum) | 10 stocks / mo | Unlimited |
| DCF & valuation models | — | ✓ |
| Analyst forecasts & estimates | — | ✓ |
| Screener & Watchlists | ||
| Stock screener | Basic filters | Advanced filters |
| Saved screens | 1 | Unlimited |
| Watchlist | ✓ | ✓ |
| Data & Coverage | ||
| UK stocks (LSE, AIM) | ✓ | ✓ |
| US stocks (NYSE, NASDAQ) | ✓ | ✓ |
| ETFs, funds & investment trusts | ✓ | ✓ |
| Financial statements | Up to 5 years | 10 years+ |
| 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.
“Openbook helps me analyse any stock in seconds.”
“Openbook's weekly emails keep me on top of my portfolio.”
“Openbook has given me real confidence in the market.”
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.
Pro is billed monthly. You're charged when you subscribe and can cancel anytime from your account settings — you'll keep Pro until the end of your current billing period, then move back to the Free plan.
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.
Be one of our first 50 founding members — only 12 spots left. Research stocks and manage portfolios with confidence.