Valuemetrix

Free to start, Valuemetrix has three tiers and a one-time lifetime option. Valuemetrix is an AI investing assistant that answers questions about stocks, ETFs and funds worldwide, writes company reports and delivers financial news.

The free plan gives you 20 prompts and 5 company reports a month, plus one portfolio with 15 holdings, a watchlist and basic financial news.

That is enough to test it, though not enough for regular research.

The Pro plan costs $7.5 a month.

It raises the limits to 200 prompts, 30 reports, 3 portfolios and 30 holdings, and adds 10 years of financial data, analyst estimates and ratings, and email support.

The Unlimited plan costs $12.5 a month.

It removes the caps on prompts, reports and holdings, allows 5 portfolios, extends the data history to 30 years and brings priority support.

Pro and Unlimited both include analyst estimates and ratings.

If you would rather not pay monthly, a $500 lifetime deal gives you a lifetime account.

Valuemetrix is made for individual investors who want a chatbot and portfolio tracking in one place.