Plans & Membership
Choose the Plan That's Right for You
Predictable flat pricing designed for institutional equity research. All tiers execute 100% on-device inside your browser with complete privacy.
Free Starter
Essential EDGAR research for retail investors, finance students, and independent value investors.
$
0
/ month
- 80 extracts / month (25/hr pace limit)
- Standard 10-K, 10-Q, 8-K & Form 4 extraction
- Standard 5-Year Intrinsic DCF Model
- Top 5 Sector Peer Benchmarks
- Altman Z-Score Solvency Analysis
- Standard CSV & Clean PDF Export
- 100% On-Device Zero-Cloud Privacy
Most Popular
Pro Analyst
High-throughput workstation for equity research associates, boutique funds, and financial modelers.
$
35
/ month
- 500 extracts / month (100/hr high-throughput)
- Multi-Sheet Excel (.xlsx) with live audited formulas
- Full 25-Sector Peer Benchmark Matrices
- DEF 14A Executive Compensation & Governance desk
- Beneish M-Score 8-variable forensic fraud model
- Period Comparison & YoY/QoQ statement diffs
- Filing Text Disclosure Redlines & qualitative diffs
- ASC 280 Disaggregated Segment & Geographic revenue
- Custom WACC & DCF sensitivity matrix tables
Institutional Desk
Unthrottled capacity for multi-analyst research desks, hedge funds, and investment banks.
$
55
/ month
- 2,500 extracts / month (300/hr burst capacity)
- Everything in Pro Analyst included
- Multi-Seat Team License Management
- Batch multi-ticker extraction & combined workbook
- Custom company watchlist & filing change alerts
- Full commercial model usage & presentation rights
- Direct founder email support & priority feature requests
- 100% client-side zero-cloud privacy architecture
Side-by-Side Comparison
Compare Plan Capabilities
Comprehensive breakdown of features, models, and quotas across all tiers.
| Feature / Capability | Free Starter | Pro Analyst | Institutional Desk |
|---|---|---|---|
| Extraction & Capacity | |||
| Monthly Extract Quota | 80 / month | 500 / month | 2,500 / month |
| Hourly Rate Cap | 25 / hour | 100 / hour | 300 / hour |
| Supported Forms (10-K, 10-Q, 8-K, 20-F) | Yes | Yes | Yes |
| Form 4 Insider Transactions | Standard | Advanced (10b5-1) | Advanced (10b5-1) |
| Valuation & Financial Modeling | |||
| 5-Year Intrinsic DCF Engine | Standard | Advanced Sensitivity | Custom Multi-Scenario |
| Interactive WACC & Terminal Growth Sliders | Yes | Yes | Yes |
| Segment & Geographic Revenue (ASC 280) | No | Yes | Yes |
| Period Comparison & Statement Variance (YoY/QoQ) | No | Yes | Yes |
| Benchmarking & Forensics | |||
| Industry Peer Benchmark Matrices | Top 5 Peers | Full 25 Sectors | Full 25 Sectors + Custom Comps |
| Altman Z-Score Solvency Risk | Yes | Yes | Yes |
| Beneish M-Score Earnings Manipulation Model | No | Yes | Yes |
| Executive Compensation & DEF 14A Proxy Desk | No | Yes | Yes |
| Filing Text Disclosure Redlines & Qualitative Diffs | No | Yes | Yes |
| Export & Integrations | |||
| CSV & PDF Export | Yes | Yes | Yes |
| Multi-Sheet Excel (.xlsx) with Active Formulas | No | Yes | Yes |
| Batch Multi-Filing Export | No | No | Yes |
| Team Seat Management | Individual | Individual | Multi-Seat Admin |
| Direct SEC EDGAR Python/REST Connector | No | No | Yes |
Frequently Asked Questions
Answers for Research Teams
CALIO runs entirely inside your Chrome browser sandbox. When you extract a filing, the Chrome extension connects directly to SEC EDGAR (sec.gov) via secure HTTPS, parses the XBRL tags in-memory using WebAssembly, and outputs the model to your screen. No filing data, ticker searches, or custom DCF assumptions are ever sent to any external server.
Yes. You can upgrade, downgrade, or cancel your subscription at any time. When switching to annual billing, the 20% discount is applied immediately to your upcoming billing cycle.
Unlike legacy tools that dump flat, dead values, CALIO generates real spreadsheet formulas (e.g.
=SUM(B5:B9), =(B12-C12)/C12, =NPV(wacc, cashflows)). You can immediately modify assumptions in Excel and watch the entire 3-statement model update dynamically.
You will be notified before reaching your cap. Free Starter users can upgrade to Pro Analyst for immediate capacity increase. Quotas reset on the 1st of every calendar month.