Ask. Analyze. Alpha.
A research platform for fundamental investors
The best investors compound knowledge, not just capital. dfin.pro helps you find what others miss and never lose an insight — so every company you study makes you sharper on the next.
Build Your Compounding Machine
Prepared Research Reports
Coverage That Scales
MCP & API Access
Choose Your Universe
Accessible Research Economics
Built for Compounding
Give your agent a cheat code.
Without a high quality resource, agents will pull data from random sources and burn tokens. Our MCP hands back just the relevant snippets directly from the filings, so your agent reads only what it needs. Research becomes token-efficient so you can go further and faster.
The answer's buried in a filing you didn't know to open, in words you didn't think to search for. Semantic search scans filings and earnings transcripts by meaning — and hands back just the passage that matters, not the whole document.
The numbers you need are often locked inside a chart or slide, invisible to text search. We read every image and pull out what it's saying — so a figure buried in a graphic surfaces like any other fact.
Standardized and as-reported statements, pulled straight from the source — every figure links back to the exact filing it came from.
Say what you're screening for in plain English and get a ranked list back — no filter menus or field names to memorize.
Pair your agent with dfin.pro's Research Management and our analyst reports, so each session builds on previous insights instead of starting cold.
Financials you can trace
We build standardized and as-reported statements straight from the source filings. Coverage is annual for now, and every number links back to where it came from.
Compare normalized statements across companies, or read the issuer's numbers exactly as filed — income statement, balance sheet, and cash flow, across multiple years of annual results.
Every data point links directly back to the source filing on SEC.gov — down to the tagged XBRL value or the statement exhibit. No number is a black box.
Pull financials through the dfin.pro MCP, explore them on the website, or download the full workbook to Excel with standardized and as-reported tabs.
Analytical reports, not just summaries
High-quality coverage reports on hundreds of companies. No more scrambles to figure out what's going on.
Find the names worth researching
Filter thousands of companies down to the few worth your time — free, no subscription required.
Hundreds of filters with thousands of combinations to find companies by country, market cap, ROIC, margins, leverage, growth, valuation, shareholder returns, and other fundamental metrics.
Review table columns, sort by the metrics that matter, and visualize companies in 2D or 3D to spot outliers and clusters.
Move from screened candidates into full reports and source-linked financials before a company enters your thesis.
A notebook that compounds
A living knowledge base for individuals & teams. Every new note makes your next piece of research faster and sharper.
Link notes to companies, to each other, and to other reports. Your ideas interconnect into a network instead of getting buried in folders you never reopen.
Just tell your agent to "add a note" — that's it. No context-switching, no friction, nothing left uncaptured because it felt like a chore. Our skill keeps every note sharp and structured.
When your agent researches through the MCP, it automatically searches saved notes. Semantic search surfaces the right insight even when you forget the exact word — so you build on past work instead of resetting each time.
Included with Base, Plus, and Pro.
Two ways in — better together
Prepared research on the companies you follow. The MCP to put dfin.pro inside your agent. Best together.
| Free | Base | Plus | Pro | ⚡ MCP Add-On | |
|---|---|---|---|---|---|
| Price | $0/mo | $9.99/mo | $24.99/mo | $49.99/mo | $29/mo |
| Price Save 10% | $0/mo | $109/yr | $269/yr | $539/yr | $309/yr |
| Research & data | |||||
| DFin research reports (companies) | 1 | 5 | 30 | 100 | Per your tier1 |
| Earnings transcripts (companies) | 0 | 5+MCP → All | All | All | All |
| Financial statements | Full history2 | ||||
| ↳ Excel download | — | ||||
| ↳ Agentic availability | — | — | — | — | |
| Stock screener | plain English | ||||
| Notebook | — | Via agent Base+ | |||
| ETF analytics | — | ||||
| Get started | Pick Base | Pick Plus | Pick Pro | Early access | |
Stack the discount
Include the MCP Add-On with a Plus or Pro subscription and take an additional 10% off your combined annual price.
1 Reports are gated to the companies in your coverage tier — the MCP reads what your plan includes.
2 Full history when signed in; logged-out preview is 5 years. Annual billing saves ~10% vs. monthly.
The MCP Add-On works with your agent — Claude, OpenAI Codex, Hermes, Open Claw, and more · 50/min · 1,000/day.