Start free with no credit card. Ultimate is one plan with everything in it — no add-ons, and no tier above it.
7 days of Ultimate, no card. Then Free unless you choose a plan.
| Feature | Free | Ultimate |
|---|---|---|
| Price | ||
| Price | $0 | $8.99/mo or $79.99/yr |
| Free trial | No card needed | 7 days for every new account |
| Research | ||
| Quality Score on any company | ✓ | ✓ |
| Company news, filings, press releases and insider trades | ✓ | ✓ |
| Economic moat | Verdict | Verdict and its breakdown |
| Price and dividend history | Last 5 years | Whole history |
| Compare chart | 1 company, 1 metric | Up to 5 companies, 4 metrics |
| Stock screener | — | ✓ |
| Intrinsic value · 4 models | — | ✓ |
| Fair value · 7 multiples vs. own history | — | ✓ |
| Portfolio | ||
| Portfolios | 1 | Unlimited |
| Positions | 10 | Unlimited |
| Watchlists | 1 | Unlimited |
| Tickers per watchlist | 5 | Unlimited |
| Portfolio analytics — returns, risk, correlation, factors | On a sample portfolio | ✓ |
| CSV import from your broker | — | ✓ |
| Connected broker accounts | — | ✓ |
| News & journal | ||
| Thesis journal entries | 5 | Unlimited |
| Portfolio news digest | Unranked | Ranked by impact, with reasons |
| Weekly digest by email | — | ✓ |
| Insider alerts on what you hold, by email | — | ✓ |
Prices in US dollars.
No. Neither the free plan nor the trial asks for one. A card is asked for only if you choose to subscribe, on the payment provider’s checkout.
Every new account gets Ultimate for seven days once its email address is confirmed — the whole product, no card. We email you a day or two before it ends. Subscribing during the week starts the paid plan straight away; the days left of the trial are not added to it.
On day eight the account moves to the free plan by itself, and nothing is charged. You keep the Quality Score and every news feed, with 1 portfolio of 10 positions, 1 watchlist of 5 tickers, 5 thesis journal entries and the last 5 years of price history. Nothing you made during the trial is deleted: portfolios, watchlists and journal entries above those limits stay in your account, and you cannot add more until you are back under them. The screener, the Intrinsic Value and Fair Value tabs and analytics on your own portfolios lock until you subscribe.
The trial needs no cancelling — it ends by itself. A subscription is cancelled with the “Cancel subscription” button under Settings → Plan & billing, no email or call needed. You keep Ultimate until the end of the period you have already paid for and are not billed again; after that the account returns to the free plan, with everything in it.
Yes. Write to support@lemma-analysis.com within 14 days of subscribing and we refund the full amount, wherever you live — nothing is deducted for the days you used, and that holds for the yearly price too. After 14 days, cancelling stops the next charge and a partly used period is not refunded. The Terms of Use carry the details.
The same product. Monthly is $8.99 charged each month; yearly is $79.99 charged once a year, which works out to $6.67 a month — you save $27.89 a year, about 26%.
Stocks, ADRs and ETFs listed on NASDAQ or NYSE, refreshed nightly. We aggregate market prices from established third-party data providers, and company fundamentals come from the companies’ own filings with the SEC — as far back as each company has filed them in that form. Companies listed only outside the US are not covered, and a foreign company that reports under IFRS has prices here but no financial statements.
LemonSqueezy, our payment provider and merchant of record. Your card is entered on their checkout and never reaches our servers; we only see your plan and its status.
More answers in the FAQ; the full billing terms are in the Terms of Service.
7 days of Ultimate, no card. Then Free unless you choose a plan.