Three research products.
Pick the depth that fits.
Quick Scan for triaging candidates. Standard for a real thesis. Full Panel for high-conviction decisions. Every tier includes the same overnight dossier on your holdings — no add-on fees.
Quick read
A fast, honest read: headline verdict, three signals driving it, the single biggest risk. Built for scanning many tickers in an afternoon.
Deep read
One lens applied with full rigor and tool use. Gives you a real thesis — with sources — before you put capital to work.
Panel
Three lenses cross-examine each other — Quality, Momentum, Context. Disagreement is surfaced, not hidden. For decisions you'll act on.
Use code FOUNDER25 at checkout for 25% off your first year. Available to anyone who upgrades within 30 days of signup.
Free trial
Full access for 30 days
- Every Individual-tier feature, unlocked
- 100 quick reads · 10 deep reads · 3 panels per month
- Overnight portfolio brief on every holding
- All 12+ data sources
- Cancels automatically — no card on file
Individual
For most investors
- 300 quick reads / month
- 30 deep reads / month
- 10 panel consensus briefs / month
- Overnight brief on every holding
- Portfolio sync + alerts
- Priority support
Active
For portfolio builders
- Everything in Individual
- 1,200 quick / 120 deep / 40 panels per month (4×)
- Weekly portfolio review (auto-generated)
- Event-triggered alerts on holdings
- Priority routing on panel consensus
Advisor
For RIAs & planners
- Up to 50 client portfolios
- Effectively uncapped research under fair use
- White-label research briefs
- Compliance-friendly audit log
- API access
- Dedicated onboarding
Your rate at signup is locked for 12 months. You can switch tiers up or down any time — we prorate.
Caps are fair-use — we email you at 80% of the limit, never hard- clip mid-research. Unused capacity doesn’t roll over.
Questions?
Why three depths of research?
Different questions deserve different depth. Scanning 50 candidates needs a fast triage read; committing capital to a finalist deserves a full-panel consensus. Asking both with the same tool would either be wasteful or shallow. You get three depths; we route the right one for the context automatically, but you can always override.
Is this investment advice?
No. ClearPath is an informational research tool. We don't give personalized financial advice, and nothing we produce should be interpreted as such. For advice specific to your situation, consult a licensed advisor.
How is this different from a general chatbot?
Chatbots produce a single answer from stale training data with no source citations. ClearPath pulls live data from 12+ authoritative sources, applies three independent investment lenses — Quality, Momentum, Context — to the same verified facts, surfaces disagreement between them when it exists, and cites every claim back to its primary source. You see the evidence, not just the conclusion.
Can I use ClearPath with my existing brokerage?
Yes. We integrate with SnapTrade for read-only portfolio sync across 15+ major brokerages (Fidelity, Schwab, Robinhood, Coinbase, etc.). We never execute trades — you still do that yourself in your brokerage.
What happens to my data?
Your portfolio data stays in your account. We don't sell data, don't train models on your holdings, and don't share your information with third parties. The nightly warehouse holds ticker-level market data only — never userId or PII.
What if I want to switch tiers?
Up or down any time. We prorate. If you find yourself hitting the Individual cap three months in a row, that's the signal to upgrade to Active.