What affects plan choice
How often you want updates
Weekly briefings for active learners, monthly summaries for steadier routines.
How you track your portfolio
Basic templates for organization, advanced tools for review cadence and risk checks.
Your need for process guardrails
Checklists and scenario prompts to reduce missed details during volatility.
Prefer to start with tools?
See the tool overview first and then decide how much insight coverage you want.
Portfolio tools overview
All plans include access to educational content and downloadable templates. You can upgrade later if you want more frequent briefings or additional workflow tools. If you have compliance questions for your ad account or need an invoice for a business purchase, contact us and we will respond with the information you need.
For building a basic, repeatable research routine.
$12/month
Digital subscription. Cancel anytime.
By contacting us, you do not commit to purchase. We reply with next steps and a clear scope.
For consistent review cadence and risk-aware tracking.
$29/month
Digital subscription. Cancel anytime.
We will confirm plan details in writing before any charge.
For deeper workflows and team-friendly documentation.
$59/month
Digital subscription. Cancel anytime.
Need more seats? Contact us and we will propose options in writing.
Our research content is educational and designed to be checked. We focus on explaining concepts and sharing a workflow: how to record assumptions, how to categorize risk, and how to do periodic reviews without relying on gut feel. Where we reference public data, we provide context and explain what the data can and cannot support.
We do not ask for brokerage credentials, we do not place trades, and we do not provide individualized recommendations. If you are looking for a service that manages money or provides advice tailored to your circumstances, we encourage you to consult a licensed professional.
We do not run time-limited “countdown” trials. If you want to assess fit, start with Starter for one month or contact us to request a sample of the market briefing format. We respond with a real example of structure and sections, not performance promises.
Because access is digital, refund eligibility depends on the timing and whether downloads have occurred. If something went wrong with access or billing, contact us and we will review the request promptly and fairly. Full details are described in our Terms.
Pro includes up to three seats for one organization. Starter and Core are intended for individual use. If you need a larger team license, contact us with the seat count and usage context and we will propose a clear agreement.
No. We do not sell personal information. We use your contact details to respond to your request, and we send marketing emails only if you opt in. Details on retention, processors, and your rights are in our Privacy Policy.
Need help choosing?
Tell us your goal (learning, tracking, or team documentation) and we will suggest the best plan based on features, not promises.
Contact Northbridge