Built for financial advisors

The AI-powered stock screener
that works as hard as you do

Screen 30+ stocks with live data, generate AI analysis in seconds, and produce branded client reports in one click. Everything a solo RIA needs, nothing they don't.

Start 7-day free trial →

Card required · No charge for 7 days · Cancel anytime

30+
Stocks screened live
6
Filters & timeframes
AI
Analysis per stock
1-click
Client PDF reports
$49
Per month
Live product

See it in action

Real data. Real AI. Replace your current workflow in minutes.

Watch the 2-minute demo
See the full AI workflow — screener, analysis, client reports
proscreen.app/app
TickerCompanySectorPriceChangeP/EEPSMarginAI
AAPLApple Inc.Tech$213.49+1.24%29.8$6.4327.1%✦ Bullish↗ +$14 target
NVDANVIDIA Corp.Tech$853.60+3.12%67.4$12.9655.0%✦ Bullish↗ +$120 target
JPMJPMorgan ChaseFinance$192.34+0.87%11.6$16.2333.5%✦ Neutral→ Fair value
TSLATesla Inc.Consumer$196.40-5.23%—-$0.53-1.5%✦ Bearish↘ High risk
JNJJohnson & JohnsonHealth$155.23-1.02%14.9$5.7918.1%✦ Value↗ 3% div yield
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Features

Everything you need,
nothing you don't

Built specifically for independent RIAs who need institutional-quality tools without the Bloomberg Terminal price tag.

📊
Live Stock Screener
Screen 30+ stocks with live prices, fundamentals, and 6 customizable filters. Sort by any metric. Update in real time.
Live data
✦
AI Stock Analysis
Click any stock for an instant AI-powered breakdown — investment thesis, risk factors, price target, and a 5-metric scorecard.
Powered by Claude AI
📄
Client PDF Reports
Generate branded, professional client reports in one click. Includes holdings, gains/losses, sector allocation, and AI insights.
One-click export
💼
Multi-Client Portfolios
Manage separate portfolios for each client. Track performance, cost basis, and returns across all your accounts in one place.
Unlimited clients
🔔
Price Alerts
Set price, change, and volume alerts for any stock. Get instant browser notifications when conditions trigger.
Real-time alerts
💬
AI Chat Assistant
Ask anything about your stocks, portfolio, or the market. The AI knows your current screener data and portfolio context.
Context-aware
📅
Earnings Calendar
See upcoming earnings dates with days-until countdown. Review historical beat/miss history for any stock.
FMP data
🎯
Analyst Price Targets
Wall Street consensus targets from top firms. Visual range showing low, mean, and high targets vs current price.
Wall St. consensus
🗺️
Sector Heatmap
Visualize sector and individual stock performance at a glance. Instantly spot what's moving and filter to dig deeper.
Visual analytics
How it works

Up and running
in minutes

01
Start your free trial
Enter your card (no charge for 7 days). Get instant full access — cancel anytime before trial ends.
→
02
Screen your universe
Filter by sector, market cap, P/E, dividend, and more. Live data updates automatically.
→
03
Get AI analysis
Click ✦ AI on any stock for instant analysis, price targets, and a 5-metric scorecard.
→
04
Send client reports
Generate a branded PDF report for each client in one click. Ready to send in under 60 seconds.
Pricing

Simple, transparent
pricing

No contracts. No hidden fees. Cancel anytime.

Founders Price
Monthly
$49/mo
Full access to every feature. No tiers, no limits.
  • Live stock screener (30+ stocks)
  • Unlimited AI stock analysis
  • Unlimited client portfolios
  • One-click client PDF reports
  • AI Chat assistant
  • Price alerts (email)
  • Analyst price targets
  • Earnings calendar
  • Sector heatmap
  • Beat the Market strategy tab
Start 7-day free trial →
Annual
$399/yr
$33/month — save $189 compared to monthly billing.
  • Everything in Monthly
  • 2 months free vs monthly
  • Direct feature requests
  • Early access to new features
  • 1-on-1 onboarding call with Lucas
Start 7-day free trial →

⚡ Founders pricing — rate locked forever. Price increases once we hit 10 advisors.

Early feedback

What advisors
are saying

★★★★★
"The client report feature alone saves me 2-3 hours every week. I used to manually compile these in Excel. Now it's one click."
M
Add your first client testimonial here
Independent RIA · $12M AUM
★★★★★
"I was skeptical about AI stock analysis but the ProScreen scorecards are genuinely useful. It surfaces things I might have missed."
S
Add your second testimonial here
Fee-only advisor · $28M AUM
★★★★★
"At $49 a month it's a no-brainer compared to what Bloomberg charges. Does 80% of what I need at 5% of the cost."
R
Add your third testimonial here
Solo RIA · $45M AUM
FAQ

Common questions

Do I need a credit card to start the free trial?
Yes, we collect your card upfront but you won't be charged for 7 days. You can cancel any time before the trial ends and you'll owe nothing. This lets us give you full access to every feature from day one without any manual steps.
Where does the stock data come from?
Live prices come from Polygon.io. Fundamentals (P/E, EPS, margins, ROE) come from Financial Modeling Prep. News from NewsAPI. AI analysis is powered by Anthropic's Claude model.
Is this compliant for use with clients?
ProScreen is a research and workflow tool, not an investment advisor. All AI analysis includes a disclaimer that it's for informational purposes only. You remain the licensed advisor responsible for all recommendations made to clients.
How is this different from Bloomberg Terminal?
Bloomberg costs $24,000/year and is built for institutional traders. ProScreen is built specifically for independent RIAs — simpler, AI-first, and focused on the client workflow. At $49/month it's accessible without a firm budget.
Can I cancel anytime?
Yes — no contracts, no cancellation fees. Cancel any time from your account settings.
What is the founding advisor rate?
The first 5 advisors who subscribe lock in $49/month forever — even when prices increase. You also get a 1-on-1 onboarding call and direct access to request features. Book a demo to claim your spot.
Get started today

Try ProScreen free
for 7 days

Card required, but you won't be charged a cent for 7 days. Full access from day one.

Or book a 20-minute demo call and I'll walk you through the product personally.

📊
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