Smartvest Securities pricing — free, starter, researcher, professional, and enterprise plans

Pricing

Plans for every investor

BRIDGING THE GAP BETWEEN THE STREET & THE VALLEY

Start free. Upgrade when you're ready. Full SEC filings, software modules, SIRF deep dives, and API data.

Monthly Annual
Free
Explore the platform with limited free access.
$0

Software

Daily limit: 10
Monthly limit: Unlimited / N/A

Filing

Daily limit: 3
Monthly limit: Unlimited / N/A

SIRF

Daily limit: 1
Monthly limit: Unlimited / N/A
Starter
Core filings viewer for individual investors getting started.
$9.99 /mo

Software

Daily limit: 1000
Monthly limit: 1000

Filing

Daily limit: 50
Monthly limit: 300

SIRF

Daily limit: 0
Monthly limit: 0
Researcher
Extensive filings and software access
$39.99 /mo

Software

Daily limit: 2000
Monthly limit: 2000

Filing

Daily limit: 1000
Monthly limit: 1000

SIRF

Daily limit: 0
Monthly limit: 0
Professional
Full research suite.
$99.99 /mo

Software

Daily limit: 3000
Monthly limit: 3000

Filing

Daily limit: 2000
Monthly limit: 2000

SIRF

Daily limit: 0
Monthly limit: 0

SEC filings access

All filings sourced directly from EDGAR and normalized for fast search.

Scroll to compare →

Filing
Description
Free
Starter
Researcher
Professional
Enterprise
10-K
Annual report — financials, MD&A, risk factors, audited statements
View
View + export
Full
Full
10-Q
Quarterly report — unaudited financials, interim updates
View
View + export
Full
Full
DEF 14A
Proxy statement — compensation, board nominees, shareholder votes
View
View
Full
Full
S-1
IPO registration statement — full prospectus, risk factors
View
View
Full
Full
Form 3 / 4 / 5
Insider ownership — initial, changes, and annual statements
View
View
Full
Full
13F
Institutional holdings — quarterly fund position disclosures
View
View
Full
Full
20-F
Foreign private issuer annual report — equiv. of 10-K
View
View
Full
Full
40-F
Canadian issuer annual report — registered under MJDS
View
View
Full
Full
6-K
Foreign private issuer current report — material events
View
View
Full
Full
8-K
Current report — earnings, M&A, leadership changes
View
View
Full
Full
Yes, you can upgrade or downgrade anytime from your account.
Yes. Monthly plans renew every 30 days and yearly plans renew every year.
No. Free plan does not require payment details.

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Smartvest

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Data Source: sec.gov

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