Expert Tools Powered by Machine Learning

A Professional Membership is for investors who are serious about their diligence. Once clients sign up, they almost never leave because there's no other source for truly diligent fundamental research. Many CFAs & CFPs rely on our diligence us to help fulfill their fiduciary duty of care to clients.  Only Institutional members get access to the Institutional Screener, company models, and reverse DCF capabilities.

Already a member? Log in here.
  • Professional

    Unlimited access to ratings, research & portfolio tracking. Plus screeners, all model portfolios and private training sessions.


$999/mo (billed at $11,988/yr)

  • Detailed Equity and Credit ratings with Earnings Distortion Scores for over 10,000 stocks, ETFs, and mutual funds.
  • Sector & industry ratings based on the market-weighted aggregation of our models for the stocks
  • Track up to 50 portfolios filled with stocks, ETFs and mutual funds of your choosing.
  • Alerts on changes in models, equity ratings, credit ratings and Earnings Distortions Scores for tickers in your portfolio(s).
  • Exclusive access to Long and Short idea research.
  • All Model Portfolios: Focus List Stocks: Long, Focus List Stocks: Short, Most Attractive Stocks, Most Dangerous Stocks, Dividend Growth Stocks, Safest Dividend Yields, Exec Comp Aligned with ROIC, and Best & Worst ETFs and Mutual Funds by sector and style.
  • Earliest access to Zombie Stock alerts.
  • Enhanced screening with filtering on our proprietary risk/reward rating, ROIC, FCF Yield, Gap, and Price to EBV.
  • Members-only access to advanced training, stock discussions and Q&A with David Trainer & the New Constructs team.
  • Stock coverage requests are prioritized to top of the queue.
  • Institutional

    Full access (NOPAT, Invested Capital and WACC models, API, excel add-in, powerful screeners and database access etc) for the most diligent investors.


Please contact us for more information on pricing.

  • Everything in a Professional Membership, plus:
  • Access our reverse DCF company valuation models for every stock in our coverage universe.
  • Models back to 1998 for NOPAT, Invested Capital, WACC, Balance Sheets, Income Statements & Cash Flow Statements
  • Details on all the footnotes adjustments for NOPAT & Invested Capital.
  • Model override capabilities - customize models based on your research or forecasts.
  • Marked-up SEC filings show you the source of every data point we collect.
  • Incorporate our data into your workflow with our API & Excel Add-In.
  • Download our models in XLS, work in your preferred desktop application.
  • More powerful screening & bulk data download tools.
  • Access to our curated fundamental data products.
  • Macro-fundamental research on the market & major indices based on the aggregation of our company models.
  • Contact our team for information about volume pricing.

Not ready for a Professional-level membership?

We offer many ways for people to get to know us and other members of our community.

We want you to know how much diligence we do. We are 100% transparent about how we produce superior research.

We want all investors to have access to the diligence needed to make informed decisions.

Everyone deserves access to the truth about stocks.

Learn more

Want a pre-screened list of stocks, ETFs or mutual funds?

Check out our model portfolios

To upgrade your membership, simply purchase a new membership.