Terminal-grade intelligence at a consumer price
One login, three journeys — investor, trader, advisor. Every paid tier starts with a 14-day free trial; cancel any time before it ends and you are not charged.
Free
Track the market and preview the AI-ALPHA edge.
- ✓5 AI messages / day
- ✓Reports not included
- ✓Backtests not included
- ✓Live market dashboard
- ✓AI-ALPHA score preview (in validation)
- ✓Basic watchlists & news
Investor
Smart-money dashboards, graded AI-ALPHA scores, and daily research.
- ✓100 AI messages / day
- ✓20 reports / month
- ✓20 backtests / month
- IN VALIDATIONAI-ALPHA edge signals
- ✓Full AI-ALPHA scores + factor explainability
- ✓Smart-money dashboards from SEC filings (13F, Forms 3/4/5)
- ✓Daily AI research briefings
Elite
The terminal, the volatility & macro desks, and the advisor desk — one subscription.
- ✓500 AI messages / day
- ✓100 reports / month
- ✓100 backtests / month
- ✓Monte Carlo & factor analytics
- ✓Read-only live broker links
- IN VALIDATIONAI-ALPHA edge signals
- ✓Everything in Investor
- ✓Bloomberg-style terminal: quotes, filings, news in one surface
- ✓Volatility desk: full CBOE VIX term structure, SKEW & VVIX
- ✓Macro & rates desk: FRED, BLS, US Treasury curve, BIS cross-border
- ✓Advisor desk: client books, tax-lots, theses, private markets
Enterprise
Multi-seat wealth desks with custom data, audit, and onboarding.
- ✓Unlimited AI messages / day
- ✓Unlimited reports / month
- ✓Unlimited backtests / month
- ✓Monte Carlo & factor analytics
- ✓Read-only live broker links
- IN VALIDATIONAI-ALPHA edge signals
- ✓Everything in Elite, multi-seat
- ✓Custom data agreements & dedicated limits
- ✓SSO, audit support & compliance exports
- ✓White-glove team onboarding
I understand that SherpaQuant.ai is an information and analytics service, not investment, tax, or legal advice, and that no content on it is a recommendation to buy or sell any security. I make my own trading and investment decisions and I accept that any resulting losses are mine: SherpaQuant.ai is not liable for investment losses or for decisions taken in reliance on the Service. I understand that all performance figures, scores, backtests, and simulations shown are HYPOTHETICAL, are not the results of actual trading, do not account for real transaction costs, slippage, or market impact, and that past performance — real or hypothetical — does not indicate future results. I agree that, to the fullest extent permitted by law, SherpaQuant.ai’s total liability to me for any claim is limited to the fees I paid for the Service in the twelve (12) months preceding that claim, as set out in section 8 of the Terms of Service. Nothing in this waiver limits liability that cannot be limited by law, including liability for wilful misconduct or gross negligence, or my mandatory rights as a consumer. I have read and accept the Terms of Service and the Disclaimer.
Waiver version 2026-08-01
18 tools · one subscription
Replace $7,893/mo of tools for $79
Elite absorbs the data and workflow breadth of 18 of the 20 competitor products in the matrix into one cockpit. This is coverage breadth, not a claim that we out-predict them.
2 rows are excluded from that count and total because their data source is not answering — see the comparison for which, and why.
See the full 20-row comparisonAPI · $99/month
Programmatic access to published AI-ALPHA scores, signals & screens. 250,000 API calls/day, honesty-stamped payloads.
Frequently Asked Questions
What happens after the 14-day trial?
Your trial converts to a paid subscription. You can cancel anytime before the trial ends with no charge.
Does one Elite plan cover trading and advising?
Yes. Elite unlocks the trader console (terminal, the CBOE volatility desk, the FRED/BLS/Treasury/BIS macro desk) and the advisor desk (client books, tax-lots, theses, private markets) from a single login — switch journeys anytime. Options flow and GEX are NOT included today: their data providers are not answering, so those surfaces stay honest-empty rather than being sold. Enterprise adds multi-seat, SSO, and custom data agreements for teams.
Can I cancel anytime?
Yes. Cancel from the customer portal at any time. Your access continues until the end of the billing period.
What are AI-ALPHA signals?
Research-grade signals currently IN_VALIDATION. They are model output to inform your own decisions — not investment advice and not a promise of returns.