Pricing
Priced like software, not like a terminal.
A free tier that's actually usable rather than a trial in disguise, and a paid tier that costs less than one hour of anybody's time. Annual billing is roughly ten months for twelve.
Watch
$0forever
Coverage on a handful of names, to see whether you like the shape of it.
- 5 positions, entered manually
- Weekly brief on Mondays
- 25 questions a month
Analyst
$29/mo
One portfolio, read properly, every morning.
- 25 positions, one brokerage connection
- Daily brief before the open
- Filing diffs on 10-K and 10-Q
Portfolio
$79/mo
The whole book, everything on, plus the history to argue with.
- 150 positions across 10 portfolios
- Ten years of filing history
- Slack alerts and API beta
Desk
$249/mo
For advisers and small teams who have to show their work.
- 1,000 positions, 3 seats included
- Firm branding on exported memos
- Audit log, SSO, compliance archive
Onboarding in cohorts as of August 2026 — requesting access joins the next one
Compare
Everything, with the actual limits.
| WatchFree | Analyst$29/mo | Portfolio$79/mo | Desk$249/mo | |
|---|---|---|---|---|
| Coverage | ||||
| Positions tracked | 5 | 25 | 150 | 1,000 |
| Portfolios / households | 1 | 2 | 10 | 25 |
| Seats | 1 | 1 | 1 | 3 incl., +$69/seat |
| Brokerage connections | CSV + manual only | 1 | 5 | 25 |
| CSV import & manual entry | Yes | Yes | Yes | Yes |
| Research | ||||
| Morning Brief | Weekly, Mondays | Daily, pre-open | Daily + midday update | Daily + per-household |
| Position Files | 5, refreshed monthly | All holdings, on event + monthly | All holdings, on event + weekly | All holdings, priority queue |
| Deep-dive refreshes / mo | 5 | 50 | 300 | 2,000 |
| Filing Diff | 10-K only | 10-K, 10-Q | 10-K, 10-Q, 8-K, DEF 14A, S-1 | All, plus cross-issuer |
| Risk Register depth | Current year | 3 years | 10 years | 10 years + full export |
| Call Notes | Latest quarter | 4 quarters + transcript search | 20 quarters + transcript search | 20 quarters + transcript search |
| Noise Filter | Headlines only | Yes | Source-level controls | Firm-wide mute lists |
| Answers & alerts | ||||
| Ask Claroo (queries / mo) | 25 | 300 | 2,000 | 10,000 |
| Citation-linked answers | Yes | Yes | Yes | Yes |
| Material Event Alerts | 1 rule, email | 10 rules, email + push | 50 rules, + Slack | Unlimited, + webhooks |
| Watchlists | 1 list, 5 names | 3 lists, 25 names | 10 lists, 150 names | Unlimited |
| Output & data | ||||
| Memos & Export | — | PDF, DOCX, CSV | + firm branding & disclosure block | |
| Read-only API | — | — | Beta access | Yes |
| Document history depth | 1 year | 3 years | 10 years | 10 years |
| Brief archive retention | 30 days | 2 years | Unlimited | Unlimited + compliance archive |
| Shared workspace & comments | — | — | — | Yes |
| Audit log & SSO | — | — | — | Yes (SSO in beta) |
| Support | Docs + community | Email, 2 business days | Email, 1 business day | Priority, same business day |
- All prices in USD, billed by Stripe. Sales tax or VAT added where applicable.
- Paid plans include a 14-day trial. Cancel any time; cancellation takes effect at the end of the current period and you keep access until then.
- Annual plans can be cancelled for a prorated refund within 30 days of purchase. No lock-in beyond the term you bought.
- Upgrades are prorated immediately. Downgrades apply at the next renewal.
- Exceeding a query limit does not cut you off mid-thought — Claroo moves to a lower-priority queue and tells you.
- Positions above your tier limit still appear in your portfolio; they just do not get research coverage until you raise the limit.
More than 25 seats, or a compliance department with opinions?
We'll build the plan around your seat count, retention requirements, and where the data has to live.
sales@clarooai.comWhat Claroo doesn't do
It doesn't trade.
No orders, no routing, no rebalancing, no execution of any kind. Brokerage connections are read-only and we never request trading permissions.
It doesn't hold your money or your securities.
We are not a custodian, a broker-dealer, or a bank. Your assets stay where they are.
It isn't investment advice.
Claroo is not a registered investment adviser and does not provide personalised recommendations. It will not tell you to buy or sell anything, it does not issue ratings or price targets, and it has no opinion on what you should own.
It doesn't predict prices.
There is no model here forecasting where a stock is going. There is a system that reads documents and reports what they say.
It doesn't replace the filing.
Every claim links to the source. When something matters, read the source. We built the citations so you can.
It isn't always right.
It reads a great deal of text and occasionally misreads some of it. That is why nothing is published without a citation, and why every citation is one click from the original paragraph.
You make the calls. We do the bleak parts.
Questions
Everything people ask before paying.
Is Claroo financial advice?
No. Claroo is a research tool. It reads public documents and reports what they say. It is not a registered investment adviser or a broker-dealer, it does not issue ratings, price targets or recommendations, and it has no view on what you should own. Every decision is yours.
Do you connect to my brokerage account, and can you trade?
We connect through SnapTrade or Plaid, both read-only. Claroo can see your positions and transactions. It cannot place trades, move cash, change account settings or take any action in your account, because we never request those permissions. You can disconnect at any time, and you can skip the connection entirely and use CSV import or manual entry instead.
Where does the data come from?
SEC EDGAR for filings — full text plus XBRL financial data — along with licensed earnings call transcripts, licensed news feeds, exchange notices and company investor-relations pages. Every claim Claroo makes links back to the specific document and paragraph it came from. Nothing is sourced from an anonymous scrape.
How do you handle the fact that AI models make things up?
By not letting the model answer from memory. Claroo retrieves the relevant passages first, generates only from those passages, anchors every factual sentence to a source span, and then runs a separate verification pass that re-checks each claim against its citation before publishing. Claims that fail are removed rather than softened. It is not perfect — no such system is — which is why the citation is always one click from the original filing.
What happens to my data?
It is yours. Portfolio holdings are encrypted at rest and in transit, are never sold, and are never used to train third-party models. You can export everything or delete your account and all associated data from Settings, and deletion is permanent.
How do I cancel?
In Settings, in one click, without emailing anyone. You keep access through the end of the period you have already paid for. Annual plans are refundable pro rata within 30 days of purchase.
What if I own something Claroo doesn't cover?
Claroo covers US-listed equities and ADRs. ETFs and funds show up in your portfolio with exposure summaries but do not get full Position Files. Options, futures and crypto are displayed but not researched. If we cannot cover a position we tell you on the position rather than quietly skipping it.
How many positions do I actually need?
Most individual investors hold fewer than 25 individual names, which is why Analyst is sized where it is. If you hold more than that, or you are managing more than one portfolio, Portfolio is the right tier. Desk exists for people managing accounts on behalf of other people.
Do I have to read something every day?
No. The brief is short on quiet days and occasionally one line long. Some people read it daily; others leave alerts on and ignore the brief until something fires. Both are fine uses of the product.
Can I try it before paying?
Yes. The Watch tier is free and permanent, and every paid plan starts with a 14-day trial. We are currently opening accounts in cohorts, so requesting access adds you to the next one rather than charging you today.
You make the calls. We do the bleak parts.
Connect a portfolio, or just paste in ten tickers. The first brief lands the next morning.
Free tier, no card. Read-only brokerage connection. No trades, no advice.