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What's included

  • AI stock summaries (5 per day)
  • Reward & Risk scores
  • 1 portfolio (up to 10 holdings)
  • Basic factor breakdown
  • Market news feed
  • Community access
  • Education & learning hub
  • 1 watchlist (up to 10 stocks)
  • Stock screener (basic filters)

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Feature Free Pro
AI Stock Insights
AI stock summaries 5 per day Unlimited
Plain-English explanations
AI-generated bull & bear cases
Reward & Risk Scores
Overall Reward & Risk rating
Score breakdown by factor Summary only Full breakdown
Historic score tracking
Portfolio Analytics
Number of portfolios 1 10
Holdings per portfolio 10 Unlimited
Sector & geographic allocation
Portfolio risk score & analytics
Dividend income tracking
Performance attribution
Factor Analysis
Basic factor scores
Full factor breakdown (value, growth, quality, momentum)
DCF & valuation models
Screener & Watchlists
Stock screener Basic filters Advanced filters
Saved screens 1 Unlimited
Watchlists 1 (10 stocks) Unlimited
Price & score alerts
Data & Coverage
UK stocks (LSE, AIM)
US stocks (NYSE, NASDAQ)
ETFs, funds & investment trusts
Financial statements (5yr+)
Community & Support
Community access
Learning hub & guides
Priority support

Special programs

Discounted or free access for those who qualify

Students

Get free Pro access with a valid .ac.uk email. Perfect for learning investment analysis.

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Investment societies

University investment clubs get significant discounts. Join the universities already using openbook.

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Enterprise

Custom solutions for wealth managers, financial advisors, and institutions.

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Frequently asked questions

Everything you need to know about our pricing

Absolutely. Cancel anytime with no questions asked. You'll continue to have access until the end of your billing period, then you'll be moved to our free plan.

Pro is billed monthly, or annually at a discount. You're charged when you subscribe and can cancel anytime from your account settings — you'll keep Pro until the end of your current billing period, then move back to the Free plan.

We accept all major credit and debit cards through our secure payment processor Stripe. We also support PayPal.

Yes, you can upgrade or downgrade at any time. When upgrading, you'll get immediate access to new features. When downgrading, the change takes effect at your next billing date.

If you're not satisfied within the first 30 days of a paid subscription, contact us and we'll provide a full refund-no questions asked.

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