Choose how you want to learn and practice.
Research companies and review portfolio risks with Investor. Add Strategy Lab with Pro. Choose Alpha when you need more capacity. Monthly plans, clear limits, no brokerage connection.
Start with a free portfolio scan, a historical rule preview or a free University introduction. See how you work with UP before choosing a plan.
Investor includes 10 reports a month, Pro includes 50 and Alpha includes 100. Each report covers the company's financials, Wall Street consensus and a hypothetical fair-value range with its methods.
AI features use your plan's monthly credits. A full Strategy Lab test uses 120 credits. Pro and Alpha include Lab access; credits are not a promise of unlimited AI.
Day Trading Masterclass
$500, or $400 with any plan (20% off). A separate one-time purchase, not a recurring course charge.
Investor
Study companies, screen ideas and review the risks in your saved portfolios.
2,000 AI credits per month
- 10 single-ticker reports a month
- Valuation charts with up to 20 years of history and analyst estimates
- ShieldWall monitoring: nightly scans against your own limits
- Advanced screener filters: valuation, dividends, trend, 52-week range and relative volume
- 100 screener rows per page and up to 100 saved screens
- Up to 50 private portfolios with 200 tickers each
- Strategy signal alerts without the one-alert limit
Pro
Test daily strategy rules in Strategy Lab, then go deeper on company research.
6,000 AI credits per month
- Everything in Investor
- Strategy Lab: daily rules tested on historical prices
- 50 single-ticker reports a month
- Up to 100 private portfolios with 500 tickers each
Alpha
More room for multi-strategy study, with the highest report, portfolio and AI allowances.
15,000 AI credits per month
- Everything in Pro
- 100 single-ticker reports a month
- Up to 200 private portfolios with 500 tickers each
Prices are in USD, billed monthly. Existing members keep their historical pricing. RoboTrader and Heartbeat are coming soon, not available plan benefits. Courses still under review are not published or unlocked by a subscription.
Frequently asked questions
What is included each month?
Each plan has a report allowance, portfolio limits and monthly AI credits. Investor includes 10 reports and 2,000 credits; Pro includes 50 reports and 6,000 credits; Alpha includes 100 reports and 15,000 credits. AI features use credits; they are not unlimited.
Which plan includes Strategy Lab?
Pro and Alpha include access to Strategy Lab. Each full rule test uses 120 credits. Investor includes the click-to-run historical preview, not the full Lab.
Are RoboTrader and Heartbeat included?
Neither product is available yet, and buying a plan does not unlock either one. Choose a plan for the tools available today, not a promised launch date.
Do I need to connect a brokerage account?
No. UP does not place real trades or hold investment funds. Bring holdings by ticker or CSV, study the measurements, and make any real trading decisions separately with your own broker.
Are the results a forecast or advice?
No. Reports, scans and backtests describe historical data under stated assumptions. Past results do not predict future returns, and nothing here is personalized investment advice.
What can I try before subscribing?
Run a public portfolio scan, explore click-to-run historical rules, read report outlines and free University introductions. AI questions and interpretation require a paid plan and credits.