Ask the real question
Compare companies, inspect a reported trend, research a fund, or ask about the holdings already in your portfolio.
AppSumo lifetime deal · checked 26 July 2026
Ask a stock question. Inspect the source.
StockPortfolio.pro is a research workspace for US stocks, ETFs and mutual funds. Reported company fundamentals are derived from supported SEC filings; fund answers use labelled fund data, and post-filing facts can use dated live-web sources.
One-time AppSumo purchase. Monthly Ask allowances apply. AppSumo’s live listing controls availability, activation, refund eligibility and final deal terms.
$39 / $79 / $149three one-time tiers
30 / 100 / 300Ask questions per month
17 screenersplus custom filters in the live deal
Stocks + fundsone mixed research workspace
The workflow
The answer is the start. The evidence is the product.
Use the AI to reduce the first-pass research work, then inspect the period, calculation and source before relying on the result.
Read the sourced answer
Company financial figures retain their fiscal context. Fund facts and current web claims are identified as separate source types.
Open the evidence
Follow the source trail and make up your own mind. Unsupported evidence should produce a limitation, not a number from model memory.
Real product, under a minute
Watch the research workflow before you buy.
This silent walkthrough shows Ask, the filed-data screener and company fundamentals in the live interface. Use the controls to pause on any screen.
Coverage and filing depth vary by company. The demo illustrates the workflow; the live AppSumo listing controls the features and limits included with each tier.
See the live deal →
Choose by research volume
The same core workflow. Three monthly Ask allowances.
The live AppSumo offer lists the core deep-dive, screener, comparison and portfolio features across all tiers. The clearest listed difference is monthly Ask capacity.
$39 one time
For an occasional company check or a focused weekly review.
30 Ask questions / month
- 6,000+ US stock deep dives listed in the deal
- 17 screeners plus custom filters
- Company compare and portfolio tracking
$79 one time
For an active DIY investor researching several holdings each week.
100 Ask questions / month
- 6,000+ US stock deep dives listed in the deal
- 17 screeners plus custom filters
- Company compare and portfolio tracking
$149 one time
For a high-volume researcher who expects to use Ask most days.
300 Ask questions / month
- 6,000+ US stock deep dives listed in the deal
- 17 screeners plus custom filters
- Company compare and portfolio tracking
Compare the live tiers on AppSumo →
Prices and allowances above reflect the live offer checked 26 July 2026. Confirm the current listing before purchase.
Coverage, defined
The coverage numbers describe different product surfaces.
They are not interchangeable totals. Filing depth also varies by issuer, reporting history and supported data.
| AppSumo deep dives | The live deal lists deep-dive pages for 6,000+ US stocks. Available history and metrics depend on each issuer’s supported filings and data. |
|---|---|
| Free screener | 3,800+ US companies can be filtered by available filed fundamentals without an account. |
| Public research library | 1,500+ company pages are available as a browsable public subset outside the signed-in application. |
| Statement history | Covered US-listed companies that report in USD can have up to 19 annual years and 48 quarters. “Up to” matters: newer issuers and incomplete filing histories will have less. |
| ETFs and mutual funds | Fund research uses fund-specific costs, holdings, allocation, risk and reported performance. It is not presented as company 10-K/10-Q data. |
| Current information | When a question goes beyond the latest filing, the product can use dated live-web sources and labels those separately from filed company fundamentals. |
Fit check
Built for fundamental research, not every market workflow.
A strong fit if you…
- Research US companies before buying, holding or comparing them
- Use general AI but want financial figures tied to periods and sources
- Review a long-term portfolio of stocks, ETFs or mutual funds
- Write research you intend to verify before sharing
- Prefer not to connect brokerage credentials to a research tool
Not the right fit if you need…
- Trade execution, personalized investment advice or guaranteed picks
- A tick-by-tick trading terminal or options strategy platform
- Institutional global, macro, FX or fixed-income coverage
- Automatic brokerage aggregation as a requirement
- Unreviewed AI output you can treat as a final authority
Trust by design
Clear sources, clear limits, clear responsibility.
Source classes stay separate
Company filings, fund-market data and dated live-web sources are described as different evidence, not collapsed into one SEC claim.
Your broker stays separate
Build the portfolio manually without handing the product your brokerage credentials. Export and deletion controls are described in the product policies.
The decision stays yours
This is an informational research tool. Open the cited document and verify material facts before acting.
Questions before buying
Read the limits as carefully as the features.
Where does an answer get its information?
Reported company fundamentals are derived from supported SEC filings and keep their fiscal context. Fund questions use labelled fund-market data. Information after the latest filing can use dated live-web sources. The answer should identify which source class it used.
Can the AI still make a mistake?
Yes. No AI or extraction pipeline is infallible. The product is designed to retrieve evidence, show its source and avoid answering from model memory, but you should still inspect the cited filing or source before making a material decision.
What changes between Starter, Investor and Pro?
The current deal lists 30, 100 and 300 Ask questions per month respectively. The core deep-dive, screener, compare and portfolio features appear across all three tiers. AppSumo’s live listing is the final authority on what each tier includes.
Is AppSumo Pro the same as the website Pro plan?
No. AppSumo tiers are one-time lifetime-deal entitlements; the website plans are recurring subscriptions with separate limits and billing. Redeeming an AppSumo license links its applicable lifetime entitlement to your StockPortfolio.pro account. The live AppSumo listing and your account screen are the authority for the terms that apply.
Does the deal include ETFs and mutual funds?
Yes, supported ETFs and mutual funds are available in the research workspace. Fund answers use labelled fund data—holdings, costs, allocations, performance and risk—not company SEC 10-K/10-Q figures.
What happens when new features launch?
Lifetime access remains governed by your AppSumo tier and its redemption terms. New features may have different eligibility or usage limits, which we will show in the product instead of promising unlimited access to every future feature.
Do I need to connect a brokerage account?
No broker credentials are required. You can add holdings manually. If automatic brokerage aggregation is essential to your workflow, this is not the right product today.
Does “lifetime” mean unlimited AI usage?
No. It means lifetime access under the applicable AppSumo deal terms; Ask has a monthly allowance based on the tier. The usage limits make the AI component explicit rather than describing a metered service as unlimited.
Can I publish or use the output for clients?
The product includes tools for preparing research to share. Public sharing and commercial or client-facing licensing are not necessarily the same right. Review the current AppSumo terms and contact support if your use is paid, regulated or client-facing.
Is this investment advice?
No. StockPortfolio.pro does not execute trades or provide personalized recommendations. It surfaces research evidence; you remain responsible for verification and decisions.
What are the activation and refund terms?
The live AppSumo listing publishes the current activation window, refund eligibility and other deal conditions. Those terms can change independently of this bridge page, so review them on AppSumo before buying or redeeming.
Research the company. Open the source. Make up your own mind.
Choose the monthly Ask allowance that matches your research rhythm, then confirm the current terms on AppSumo.