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Most popularPER MONTH
or $390 yearly — 2 months free
- ✓ Everything in Free
- ✓ Access to paid articles
- ✓ Weekly rankings of 6,000+ stocks
- ✓ Three models of big US companies
- ✓ No capacity limit — join any time
- ✓ Rebalance alerts by email
- ✓ Broker sync + one-click rebalancing
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PER MONTH
or $1,990 yearly — 2 months free
- ✓ Everything in Membership
- ✓ The microcap models — where the edge is largest
- ✓ Run several models at once
- ✓ Blended into one target portfolio
- ✓ Institutional factor-risk tools
- ✓Recommended trades & rebalancing
- ✓ Cash-flow rebalancing on new deposits
7-day free trial · 30-day money-back guarantee · cancel anytime
Professional — a model built for you
Your own custom factor model, built and maintained by us — plus the institutional factor-risk model, full API access and one-click rebalancing at your broker. From $999.50/mo.
Every other stock service wants unlimited subscribers.
We cap ours.
Every strategy has a capacity — the amount of money it can hold before its own trades move the price. Ours keep working because we respect that limit and close a model when it's reached.
Room is finite. It opens up again only when a member leaves.
Simple E-book Model
OpenHolds stocks trading >50K a day
Closes for good at $3.8M committed. No single account may take more than $375k.
Includes $67k committed to other models that hold the same stocks.
Mid Liquidity Microcap
OpenHolds stocks trading >500K a day
Closes for good at $15.0M committed. No single account may take more than $1.5M.
Includes $256k committed to other models that hold the same stocks.
High Liquidity Microcap
OpenHolds stocks trading >1M a day
Closes for good at $37.5M committed. No single account may take more than $3.8M.
Includes $661k committed to other models that hold the same stocks.
Liquid Microcap
OpenHolds stocks trading >2.5M a day
Closes for good at $75.0M committed. No single account may take more than $7.5M.
Includes $330k committed to other models that hold the same stocks.
7 days free · cancel anytime · 30-day money-back guarantee
The models share stocks, so they share capacity. A company liquid enough for one model usually qualifies for the others too. When it's held in more than one, everyone's money trades it on the same day — so money committed to one model uses up room in the others. The figures above already account for that. We'd rather show a smaller number than a flattering one.
Capacity is estimated from each model's liquidity and rebalance turnover, and updates as members join and leave. Estimates only — not investment advice.
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