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Plans and pricing
Free
To start, so you can see how it works.
100 credits/mo
1 Full report/moYou spend credits on Full reports for companies outside your monitoring. You will find the full explanation and the credit price list on the Credits and top-ups card.Credits and top-ups →
Monitoring: 1 company
What you get in Monitoring
- 1 Pre-earnings briefWe prepare it up to 7 days before the earnings call and it waits for you in the app; you turn the e-mail on with a single switch in your notification settings. We write what the market and analysts expect from the results, with the consensus for earnings per share and revenue. We point out what to watch in the numbers and in management's commentary. We also suggest which questions may come up and what could move the price.See monitoring →
- 1 Earnings briefAfter the quarterly earnings call you get a discussion of the quarterly results: both the company's full results document and the call itself. Beyond a full analysis of the narrative section we flag risks, nuances and hesitations. We also write about the problems that came up in the analysts’ questions and about the topics that kept returning.See monitoring →
- 1 investment thesis trackedAn investment thesis is the reason you hold a company: what has to happen for the investment to pay off. It changes over time, because the company and its surroundings change. Taufolio tracks it with every new piece of news and after every set of results, and it says plainly what threatens the thesis.See monitoring →
- 1 company: breakthrough newsEvery day we follow 1 company from your monitoring. When a piece of breakthrough news appears, the kind that really moves a company and should not wait for the monthly summary, you get it by e-mail straight away. That is the only time we write mid-month.See monitoring →
- Monthly summary, 1 companyOnce a month, one e-mail, with a separate part for every company under monitoring: a summary of news, events and updates with the noise filtered out. Only what matters is left.See monitoring →
- Call transcripts (in Polish)
- Report history: 3 months
- Taufolio's AI assistant, the chatIt knows every report on your account and answers in their context, and otherwise it works like an ordinary assistant. Chat is in every plan.
Investor
A handful of companies, calm investing.
500 credits/mo
5 Full reports/moYou spend credits on Full reports for companies outside your monitoring. You will find the full explanation and the credit price list on the Credits and top-ups card.Credits and top-ups →
Monitoring: 10 companies
What you get in Monitoring
- 10 Pre-earnings briefsWe prepare it up to 7 days before the earnings call and it waits for you in the app; you turn the e-mail on with a single switch in your notification settings. We write what the market and analysts expect from the results, with the consensus for earnings per share and revenue. We point out what to watch in the numbers and in management's commentary. We also suggest which questions may come up and what could move the price.See monitoring →
- 10 Earnings briefsAfter the quarterly earnings call you get a discussion of the quarterly results: both the company's full results document and the call itself. Beyond a full analysis of the narrative section we flag risks, nuances and hesitations. We also write about the problems that came up in the analysts’ questions and about the topics that kept returning.See monitoring →
- 10 investment theses trackedAn investment thesis is the reason you hold a company: what has to happen for the investment to pay off. It changes over time, because the company and its surroundings change. Taufolio tracks it with every new piece of news and after every set of results, and it says plainly what threatens the thesis.See monitoring →
- 10 companies: breakthrough newsEvery day we follow 10 companies from your monitoring. When a piece of breakthrough news appears, the kind that really moves a company and should not wait for the monthly summary, you get it by e-mail straight away. That is the only time we write mid-month.See monitoring →
- Monthly summary, 10 companiesOnce a month, one e-mail, with a separate part for every company under monitoring: a summary of news, events and updates with the noise filtered out. Only what matters is left.See monitoring →
- Call transcripts (in Polish)
- Report history: 12 months
- Taufolio's AI assistant, the chatIt knows every report on your account and answers in their context, and otherwise it works like an ordinary assistant. Chat is in every plan, the free one included.
- Custom alerts: 2An alert is not just a price threshold: you write in your own words what you want to find out about, ideally a matter of real weight that has a moment of resolution. Before the alert is created we show you what we understood from that and what the alert will not catch, and you approve it. Then we watch the matter and write when it is resolved. In this plan you have 2 alerts at a time, and an alert that is resolved or archived frees up its slot.
- Investment ideasEvery day we read the financial press of the whole market, the “Financial Times” and “The Wall Street Journal” among them, and we pick out single situations that could move a price. We do not limit ourselves to your companies, so you will come across something you would not have thought of. Every idea says what happened, which way it cuts and what condition would confirm or refute it: it is a description of a situation for your own analysis, not a recommendation. You set nothing up, ideas arrive after the morning press review, and an empty day is normal, because we do not add them for the sake of it.
- Export report to PDF
Trader
An active investor, a wider portfolio.
1,500 credits/mo
15 Full reports/moYou spend credits on Full reports for companies outside your monitoring. You will find the full explanation and the credit price list on the Credits and top-ups card.Credits and top-ups →
Monitoring: 30 companies
What you get in Monitoring
- 30 Pre-earnings briefsWe prepare it up to 7 days before the earnings call and it waits for you in the app; you turn the e-mail on with a single switch in your notification settings. We write what the market and analysts expect from the results, with the consensus for earnings per share and revenue. We point out what to watch in the numbers and in management's commentary. We also suggest which questions may come up and what could move the price.See monitoring →
- 30 Earnings briefsAfter the quarterly earnings call you get a discussion of the quarterly results: both the company's full results document and the call itself. Beyond a full analysis of the narrative section we flag risks, nuances and hesitations. We also write about the problems that came up in the analysts’ questions and about the topics that kept returning.See monitoring →
- 30 investment theses trackedAn investment thesis is the reason you hold a company: what has to happen for the investment to pay off. It changes over time, because the company and its surroundings change. Taufolio tracks it with every new piece of news and after every set of results, and it says plainly what threatens the thesis.See monitoring →
- 30 companies: breakthrough newsEvery day we follow 30 companies from your monitoring. When a piece of breakthrough news appears, the kind that really moves a company and should not wait for the monthly summary, you get it by e-mail straight away. That is the only time we write mid-month.See monitoring →
- Monthly summary, 30 companiesOnce a month, one e-mail, with a separate part for every company under monitoring: a summary of news, events and updates with the noise filtered out. Only what matters is left.See monitoring →
- Call transcripts (in Polish)
- Report history: unlimited
- Taufolio's AI assistant, the chatIt knows every report on your account and answers in their context, and otherwise it works like an ordinary assistant. Chat is in every plan, the free one included.
- Custom alerts: 5An alert is not just a price threshold: you write in your own words what you want to find out about, ideally a matter of real weight that has a moment of resolution. Before the alert is created we show you what we understood from that and what the alert will not catch, and you approve it. Then we watch the matter and write when it is resolved. In this plan you have 5 alerts at a time, and an alert that is resolved or archived frees up its slot.
- Investment ideasEvery day we read the financial press of the whole market, the “Financial Times” and “The Wall Street Journal” among them, and we pick out single situations that could move a price. We do not limit ourselves to your companies, so you will come across something you would not have thought of. Every idea says what happened, which way it cuts and what condition would confirm or refute it: it is a description of a situation for your own analysis, not a recommendation. You set nothing up, ideas arrive after the morning press review, and an empty day is normal, because we do not add them for the sake of it.
- Export report to PDF
Power
For the most active, the full scale of Taufolio.
4,000 credits/mo
40 Full reports/moYou spend credits on Full reports for companies outside your monitoring. You will find the full explanation and the credit price list on the Credits and top-ups card.Credits and top-ups →
Monitoring: 80 companies
What you get in Monitoring
- 80 Pre-earnings briefsWe prepare it up to 7 days before the earnings call and it waits for you in the app; you turn the e-mail on with a single switch in your notification settings. We write what the market and analysts expect from the results, with the consensus for earnings per share and revenue. We point out what to watch in the numbers and in management's commentary. We also suggest which questions may come up and what could move the price.See monitoring →
- 80 Earnings briefsAfter the quarterly earnings call you get a discussion of the quarterly results: both the company's full results document and the call itself. Beyond a full analysis of the narrative section we flag risks, nuances and hesitations. We also write about the problems that came up in the analysts’ questions and about the topics that kept returning.See monitoring →
- 80 investment theses trackedAn investment thesis is the reason you hold a company: what has to happen for the investment to pay off. It changes over time, because the company and its surroundings change. Taufolio tracks it with every new piece of news and after every set of results, and it says plainly what threatens the thesis.See monitoring →
- 80 companies: breakthrough newsEvery day we follow 80 companies from your monitoring. When a piece of breakthrough news appears, the kind that really moves a company and should not wait for the monthly summary, you get it by e-mail straight away. That is the only time we write mid-month.See monitoring →
- Monthly summary, 80 companiesOnce a month, one e-mail, with a separate part for every company under monitoring: a summary of news, events and updates with the noise filtered out. Only what matters is left.See monitoring →
- Call transcripts (in Polish)
- Report history: unlimited
- Taufolio's AI assistant, the chatIt knows every report on your account and answers in their context, and otherwise it works like an ordinary assistant. Chat is in every plan, the free one included.
- Custom alerts: 15An alert is not just a price threshold: you write in your own words what you want to find out about, ideally a matter of real weight that has a moment of resolution. Before the alert is created we show you what we understood from that and what the alert will not catch, and you approve it. Then we watch the matter and write when it is resolved. In this plan you have 15 alerts at a time, and an alert that is resolved or archived frees up its slot.
- Investment ideasEvery day we read the financial press of the whole market, the “Financial Times” and “The Wall Street Journal” among them, and we pick out single situations that could move a price. We do not limit ourselves to your companies, so you will come across something you would not have thought of. Every idea says what happened, which way it cuts and what condition would confirm or refute it: it is a description of a situation for your own analysis, not a recommendation. You set nothing up, ideas arrive after the morning press review, and an empty day is normal, because we do not add them for the sake of it.
- Export report to PDF
Our guarantee: 14 days to a full refund on every paid plan, yearly included, no questions asked, even after you've spent the credits. More than the law requires. Refund terms →
All prices include VAT. Payments through Stripe, we never see your card details. No trial period, we have a free plan forever.
Research material, not investment advice.
Monitoring: the companies we watch for you.
It's the first thing your plan buys: the number of companies under Monitoring. For each one you get five things without asking. See what monitoring covers →
What monitoring is
Monitoring is the set of companies we actively watch, on our own, without you asking. There is nothing to set up: we track them ourselves and reach out only when there is something worth writing about. Their number is capped by your plan, on a limit independent of credits. You choose which companies those are in your portfolio and can change the list any time, as long as it fits your plan. Everything reaches you on its own, by email and in the app, the moment it is ready: there is nothing to check or order.
What you get for every company under Monitoring
- Pre-earnings brief, up to 7 days before the call
- Earnings brief, right after the call
- Breakthrough news, the moment it happens
- Monthly summary, by email, on Free too
- Investment thesis tracking
Paid plans also add
investment ideas and custom alerts.
How many companies each plan gives you
The portfolio, the list of companies you follow, has no limit on any plan; Monitoring is the subset of that portfolio we actively watch.
One unit for everything: credits
Everything Monitoring covers, you get in your subscription, with no credits, for every company under Monitoring. Anything beyond Monitoring, you pay for with credits.
Every product costs the same number of credits regardless of plan or which company you are checking. What changes is only how many credits your plan gives you each month.
In your subscription, as part of Monitoring, no credits
for every company you monitor
- Pre-earnings brief up to 7 days before the earnings call
- Earnings brief right after the call
- Breakthrough news the moment something important happens
- Monthly summary one email, with its own section per company
- Investment thesis tracking after every report and every piece of news
You get this for the companies under Monitoring, without asking and without credits. Paid plans also add investment ideas and custom alerts.
On demand, with credits
whenever you want, even outside Monitoring
- Full report and Earnings brief, the pro versions too
- Monthly summary, whenever you want it
- For companies outside Monitoring too, no plan change needed
- The same price on every plan and for every company
You do not need credits for everyday use of Taufolio, only for on-demand reports. The pre-earnings brief cannot be bought with credits. It only exists inside Monitoring. Prices below.
Product prices and what they give you on your plan
The price does not depend on which company you check or which plan you have. The plan columns show how many reports a month your plan credits cover.
Scroll the table sideways to see the plan columns →
| Product | Price | Under Monitoring | Free100 cr./mo | Investor500 cr./mo | Investors' choiceTrader1,500 cr./mo | Power4,000 cr./mo |
|---|---|---|---|---|---|---|
| Full report | 100 credits | full price | × 1 | × 5 | × 15 | × 40 |
| Full report proWhat's inside → | 400 credits | full price | × 0 | × 1 | × 3 | × 10 |
| Earnings brief | 80 credits | free | × 1 | × 6 | × 18 | × 50 |
| Earnings brief pro | 150 credits | 70 credit top-up | × 0under Monitoring: × 1 | × 3under Monitoring: × 7 | × 10under Monitoring: × 21 | × 26under Monitoring: × 57 |
| Monthly summary | 30 credits | free | × 3 | × 16 | × 50 | × 133 |
| Pre-earnings brief How to turn it on → | Monitoring only | free | Monitoring only | Monitoring only | Monitoring only | Monitoring only |
This table covers on-demand reports. For companies under Monitoring, the Earnings brief, Pre-earnings brief and Monthly summary are free, outside this table, and the Earnings brief pro costs a 70-credit top-up.
Each number shows how many you get if you spend your whole monthly allowance on that one product. You can split your credits however you like.
Every monthPlan credits renew every month and do not roll over: whatever you do not use is gone at the end of the month.
Valid 6 monthsTop-up credits are valid for 6 months, and you spend them only after your plan credits. Exception: if a pack is about to expire before your next renewal, we spend it first so it is not wasted.
In the appBefore you order, the app shows your credit balance and the cost of every report.
Top upShort on credits? Top up without changing plans: 400 credits for 9 €, 1,000 credits for 18 €, or 3,000 credits for 35 €.
Set the number of companies. We'll work out the plan and price.
Drag the slider and say how often you order reports, and you immediately see your plan, price and limits next to it.
How many companies do you want under Monitoring?
How often do you order reports?
That month you order a Monthly summary and pay one Earnings brief pro top-up under Monitoring.
Free
free forever
At that pace you need around 100 credits a month, so we suggest Free.
No credit card required. 14 days to get a full refund on any paid plan.
Need more credits? Top up without changing plans.
You buy a pack once, no subscription, on Free too. Credits land right away, are valid for 6 months, sit outside your plan allowance, and are spent after your plan credits. Exception: a pack about to expire before your next renewal is spent first so it is not wasted.
valid for 6 months, spent after your plan credits; a pack close to expiring goes first
For the Free plan and a one-off need, no subscription.
What it gives you
- 4Full report100 credits
- 5Earnings brief80 credits
- 2Earnings brief pro150 credits
- 13Monthly summary30 credits
valid for 6 months, spent after your plan credits; a pack close to expiring goes first
What it gives you
- 10Full report100 credits
- 12Earnings brief80 credits
- 6Earnings brief pro150 credits
- 33Monthly summary30 credits
valid for 6 months, spent after your plan credits; a pack close to expiring goes first
What it gives you
- 30Full report100 credits
- 37Earnings brief80 credits
- 20Earnings brief pro150 credits
- 100Monthly summary30 credits
A full refund within 14 days for a top-up pack, as long as you have not used any of its credits yet. Used top-up credits are not refundable. Refund terms →
Questions about plans and credits
Plans differ in monthly credits and how many companies you can put under Monitoring: Free gives 100 credits and 1 company, Investor 500 and 10, Trader 1,500 and 30, Power 4,000 and 80. The higher the plan, the more custom alerts and the longer the report history.
For companies under Monitoring you get all five things without credits: Pre-earnings brief, Earnings brief, breakthrough news, Monthly summary and investment thesis tracking, on Free for your 1 monitored company. Every plan, Free included, also has the Taufolio AI assistant, earnings call transcripts, an earnings calendar and an unlimited portfolio.
Credits pay for on-demand reports: a Full report is 100 credits, a Full report pro is 400. The pro version adds two more authors: three models each write an independent report, and a judge, a fourth model, checks everything and issues the final report, more accurate because one model catches another model's mistakes. For a company you already monitor, the Earnings brief pro costs only 70 credits instead of 150, because you already have the plain Earnings brief in your subscription.
Plan credits renew every month and do not roll over, so unused ones expire at the end of the month. Top-up credits are valid for 6 months, and you spend them only after your plan credits run out.
Yes, they expire and are lost. Taufolio spends your plan credits first, then top-up credits. One exception works in your favor: if a pack is about to expire before your next renewal, we spend it first so it is not wasted. Plan credits renew every month and also do not roll over.
A top-up is extra credits with no plan change, available on Free too. They are valid for 6 months from purchase. Spend order: plan credits first, then top-up credits, with one exception: in the last month a pack is still valid, we spend it first so it is not wasted. In the second-to-last month of a pack's validity, when you order a report or another paid action, we ask which credits you want to use. You can also split a single purchase between plan credits and top-up credits.
Depends what the payment was for. Subscriptions: yes, 14 days for a full refund on any plan and billing period, no questions asked. Top-up credits: 14 days for a refund, but only as long as you have not used any credits from the pack.
Yes. Free is free forever, no credit card required: you get 100 credits and Monitoring for one company every month.
Your portfolio can be as large as you like, regardless of plan. Monitoring is a separate limit: the number of companies Taufolio actively watches and sends you material on without asking, from 1 on Free to 80 on Power.
Depends which credits. Plan credits: yes, the 14-day full refund applies on any plan and billing period, yearly included, no questions asked, even if you already spent them. Top-up credits: refundable within 14 days only if unused; used top-up credits are not refundable.
Yes, for every payment, both for the plan and for top-ups. Payments are handled by Stripe; we never see your card details.
Yes, no plan blocks it. A Full report pro costs 400 credits, and Free gives you 100 a month, so on Free alone you need a top-up: a 400-credit top-up is exactly one Full report pro.
14 days
to change your mind.
You sign up with no risk: check the reports, the portfolio and the alerts, and if it's not for you, simply cancel.
No card · chat on every plan