Vantafin is an all - in - one investing and research app: web workspace, plus MCP, REST, and WebSocket if you build. You do not have to use every door. A beginner can live in profiles and charts. A trader can live in alerts and live quotes. A builder can live in MCP. Same dataset. Pro is $20/month billed annually ($25 monthly). Ultimate is $40 annual ($50 monthly) and adds WebSocket plus higher caps.

This is one opinionated loop that uses the features shipped in the app. It is not a strategy and not advice.

The loop

  1. Find names. Run the screener or scan the calendar for the week. Park keepers on a watchlist.
  2. Read the company. Open the profile. Financials, filings, last transcript.
  3. Look at price. Full - screen Charts for structure and drawings. Overview chart is only a thumbnail.
  4. Stay notified. One watchlist - scoped alert for filings or news beats ten forgotten tabs. Telegram if you want the phone.
  5. Ask, then verify. AI Chat with the ticker or filing attached. Click citations. Attach your PDF if you have a memo.
  6. Track what you own. Connect brokerage (read - only) so holdings, cost basis, and P/L sit in the same product. Optional: let Chat see the book.
  7. Outgrow clicking only if you want to. REST, MCP, and Ultimate WebSocket are included in the paid plans that already unlock the app. They are not a separate company.

What stays free to browse

Delayed quotes, 20K+ profiles, filings since 1994, news, statement history, and limited custom charting (5 metrics, 3 companies). Free accounts add one watchlist. Live data, Chat, screener, alerts, files, and brokerage need Pro.

Plan cheat sheet

| Need | Plan | | - - - | - - - | | Browse delayed research | Anonymous or Free | | Live quotes, Chat, screener, alerts, files, brokerage, REST, MCP | Pro (~$20/mo annual) | | WebSocket + higher Chat/API/alert/storage caps | Ultimate (~$40/mo annual) |

If you only chart and read 10 - Qs, start on the public site. If you want the loop above without five other subscriptions, Pro is the intended paid door.

Next steps

Open Charts, then Screener, then Portfolio. Work through the linked tutorials in order if you are new. Compare exact feature cells on pricing.