Plans
Every research feature is on the Free plan. Credits set how much you can run each month; Max adds more credits, no limit on Watch Rules, saved screens that keep watching, and briefs on a schedule.
Free
- Every AI research feature: Val, Growth Reports, Reality and Catalyst Checks, SEC filing summaries, the 13-point Value Scorecard and Thesis Deep Dive
- 300 credits a month
- 3 Watch Rules at a time, checked every weekday morning, with an email when one is met
- Build a screen in your own words and see which S&P 500 companies meet it
- Thesis Journal, Backtest and all market data
Max
- 6,000 credits a month
- No limit on Watch Rules, across every thesis
- Saved screens: your rules are checked every weekday after the market closes, and you get an email when a company starts or stops meeting them
- Scheduled Thesis Briefs and Value Scorecards
- The weekly thesis digest
What each action costs
| Action | Credits |
|---|---|
| Ask Val a question | 15 |
| Macro Snapshot | 25 |
| Stock Brief email | 25 |
| Reality Check | 25 |
| Catalyst Check | 25 |
| Catalyst Deep Dive | 25 |
| Macro Thesis Impact | 25 |
| Thesis Brief | 25 |
| Build a thesis with Val | 40 |
| Growth Report | 40 |
| SEC filing summary | 75 |
| 13-point Value Scorecard | 75 |
| Thesis Deep Dive | 100 |
At these costs, 300 credits covers about 20 questions to Val, or 3 Thesis Deep Dives. Browsing market data, the S&P 500 research pages and the Thesis Journal never uses credits; only the actions in this table do.
When do credits refill?
On the 1st of each month. Unused credits do not carry over.
What happens when I run out?
AI actions pause until the 1st; everything else keeps working. Credits are charged only when a result is produced, so a run stopped because there are not enough credits costs nothing.
Can I buy Max today?
Not yet. Valerius is in beta and Max is not on sale. Invited beta testers are on Max during the beta.