Professional Financial Analysis & Stock Research Platform
Real-time market data, SEC filings, options flows, insider trading analysis, team collaboration, live messaging, and live news TV — all in one place with Vest Terminal.
Vest Terminal key statistics
40+
Global Indices
50K+
Symbols Tracked
Real-Time
Market Data
Everything in One Platform
23 powerful modules covering company research, options, filings, charting, screening, portfolio management, team collaboration, and live market intelligence.
Research & Analysis
Company Description
Real-time stock prices, key statistics, financial summary, dividend history, management profiles, and corporate overview. Analyst estimates with price targets, earnings surprises, and dividend calendar.
Ownership Analysis
Institutional holders, insider transactions, geographic and type breakdown. Track Vanguard, BlackRock, Berkshire and monitor executive buying and selling activity.
Financial Analysis
Income statement, balance sheet, and cash flow statements with 20+ financial ratios. Multi-year comparison with full financial data.
SEC Filings
Instant access to 10-K, 10-Q, 8-K, Form 3/4/5, 13F, SD, 144 filings. 40+ filing types with direct document links and smart categorization.
Advanced Charting
Advanced charting with MA50/MA200 overlays, candlestick patterns, multiple timeframes (1d to 5y), and full technical indicator toolkit. Save/load chart templates.
Supply Chain Intelligence
Interactive graph of customers, suppliers, and partners mined from SEC 10-K filings. Wikidata enrichment and Wikipedia context for 15+ connected entities.
Advanced Analytics
Five powerful tools: Short Interest (shares short, ratio, % float), Insider Trading (Form 4), 13F Hedge Fund Holdings, COT Report, and Congress Trading tracker.
Stock & ETF Screener
Screen 154 stocks and 111 ETFs by sector, P/E, market cap, price, volume, expense ratio, and yield. Sort, paginate, and export to CSV. Save your favorite screen configurations.
Scatter Plot
Visualize relationships between valuation metrics (P/E, P/B, P/S) and performance (growth, ROE). Interactive D3.js scatter with sector-colored dots and hover tooltips.
Analyst Estimates
Price targets with mean, high, and low consensus. Analyst recommendations (buy/hold/sell), EPS estimates, and revenue estimates for the current and next fiscal years.
Company News Feed
Latest news articles for any ticker. Up to 20 articles with publisher, timestamp, and summary. Market-wide news also available.
Dividend Calendar
Dividend yield, rate, payout ratio, ex-date, and payment date. Full dividend history table with quarterly breakdown. Track income from your portfolio holdings.
Earnings Calendar
Upcoming earnings dates for 146+ companies with EPS estimates, actuals, and surprise percentage. Quick overview of this week's upcoming reports.
Hedge Fund Reports
Generate a hedge-fund-style research report for any ticker — valuation, technicals, ownership sentiment, insider activity, and risk — in one click. Available on Professional and Enterprise.
Economic Calendar
Upcoming macro events with country, forecast, and actual figures — keep your team ahead of market-moving data.
Trading & Monitoring
Options Chain & Flow
Live options chain with real-time streaming data. Detect large trades above $100K with buy/sell direction analysis and hedge fund style commentary.
Portfolio Tracking
Create and manage multiple portfolios with live P&L tracking. Add holdings with cost basis, see current value, total return, and position-level breakdowns.
Market Dashboard
Five live market sections in one view: World Indices, Commodities, Bonds, Sectors, and Trending ETFs — refreshed automatically.
Multi-List Watchlists
Create unlimited watchlists with drag-drop ticker management. Real-time price refresh every 30 seconds. Click any ticker to jump directly to its DES view.
ADR / Global Markets
Track 20 American Depositary Receipts and a country-level global market overview in a single table.
Collaboration & Live
Organizations
Create teams, invite members by username, and assign roles — boss, manager, trader, or analyst. Manage member access and team structure from one place.
End-to-End Encrypted Messaging
Private direct and organization messaging encrypted end-to-end. Messages are encrypted in your browser and can only be read by their intended recipients — not even the server can read them.
Live TV Channels
Watch live business channels and market news streams right inside the terminal. Single-channel viewing or a 4-channel grid window for full market coverage.
23 modules and counting — all accessible from a single interface.
Start Free TrialSee the Terminal in Action
Professional-grade interface designed for serious investors and analysts.
Simple, Transparent Pricing
Start free and scale up when you need more. No hidden fees, cancel anytime.
- 10 stock data queries / day
- Company description (DES) + ownership (OWN)
- Financial analysis (FA)
- SEC filings viewer (10/day)
- Basic charting
- 1 portfolio + 2 watchlists
- Organizations, E2E-encrypted messaging & live TV
- Unlimited stock & ETF queries
- All views: DES, OWN, OPS, FA, FILINGS, CHART
- Options chain + live stream + AI flow analysis
- Supply chain intelligence map
- Insider + Congress + 13F + COT analytics
- Stock & ETF screener with save/load
- Scatter plot + analyst estimates
- Company news + dividends + earnings calendar
- Unlimited watchlists & portfolios
- Bonds & yield curve data
- Priority email support
- Everything in Professional
- Unlimited team collaboration
- All live TV channels & 4-channel grid view
- Advanced organization management & roles
- Shared watchlists & portfolios
- Data export (CSV, JSON)
- Dedicated onboarding
- VIP priority support
Full Feature Comparison
| Feature | Starter | Professional | Enterprise |
|---|---|---|---|
| Research & Analysis | |||
| Stock Data Queries | 10/day | Unlimited | Unlimited |
| Company Description (DES) | ✓ | ✓ | ✓ |
| Ownership Analysis (OWN) | ✓ | ✓ | ✓ |
| Financial Analysis (FA) | ✓ | Full | Full |
| SEC Filings | 10/day | Unlimited | Unlimited |
| Advanced Charting | Basic | Full | Full |
| Options Chain & Flow (OPS) | — | Live + AI | Live + AI |
| Supply Chain Map | — | ✓ | ✓ |
| Advanced Analytics (Insider / 13F / COT / Congress) | — | ✓ | ✓ |
| Stock & ETF Screener | — | ✓ | ✓ |
| Scatter Plot | — | ✓ | ✓ |
| Analyst Estimates | — | ✓ | ✓ |
| Hedge Fund Reports | — | ✓ | ✓ |
| Economic Calendar | ✓ | ✓ | ✓ |
| Company News Feed | — | ✓ | ✓ |
| Dividend Calendar | — | ✓ | ✓ |
| Earnings Calendar | — | ✓ | ✓ |
| Bonds & Yield Curve | — | ✓ | ✓ |
| Trading & Monitoring | |||
| Portfolio Tracking | 1 portfolio | Unlimited | Unlimited |
| Market Dashboard (Indices / Commodities / Bonds / Sectors / ETFs) | 3 sections | All 5 | All 5 |
| ADR / Global Markets | ✓ | ✓ | ✓ |
| Watchlists | 2 lists | Unlimited | Unlimited |
| Collaboration & Live | |||
| Organizations & Member Roles | ✓ | ✓ | Unlimited |
| End-to-End Encrypted Messaging | ✓ | ✓ | ✓ |
| Live TV Channels | ✓ | ✓ | 4-channel grid |
| Support | |||
| Team Members | 1 | 1 | Unlimited |
| Support Level | Community | Priority Email | VIP Priority |
Stay Ahead in Financial Analysis
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