Vantafin features cover company research, charts, a stock screener, watchlists, a market calendar, brokerage portfolio sync, alerts, cited AI chat, a file vault, plus MCP, REST, and WebSocket access to the same dataset. The web app is the main door for beginners and everyday investors. Builders use the same data in Claude, Cursor, or their own code.
This page is the catalog of what ships today. Plan prices and the full Free / Pro / Ultimate matrix live on Pricing. How-tos live in the Help Center.
Vantafin is an all-in-one investing and research app: one dataset for company profiles, live or delayed quotes, SEC filings since 1994, a 12,000+ name screener, cited AI chat, and developer access. Free covers browsing. Pro is $20/month billed annually ($25 monthly). Ultimate is $40/month billed annually ($50 monthly) and adds WebSocket streaming plus higher limits.
Coverage facts we publish today: 20,000+ stocks, ETFs, and funds; 9,000+ live quoted tickers on Pro; 80+ screener metrics; 23 typed MCP tools. Those numbers match Pricing and Docs. For the dataset catalog, history, identifiers, and gaps, see Coverage. If a row conflicts, trust the live pricing page.
The Vantafin web app is the product most people use first. You can open markets, a company, a chart, a screen, or chat without installing anything. Paid plans unlock live quotes, higher AI limits, brokerage sync, files, and APIs. You can browse much of the app without an account.
The markets hub is the signed-in home for indices, watchlists, and a market overview. Open it at /app/home when you want one place to see what moved, then jump into a ticker, the calendar, or chat.
A Vantafin company profile is the research page for a ticker: overview, quote, financials, SEC filings, news, insider transactions, institutional ownership, events, and transcripts. Profiles live at /app/{ticker}, for example AAPL. Free includes delayed quotes, filings since 1994, news, and statements. Pro adds live quotes on 9,000+ names plus deeper paid datasets called out on Pricing.
Vantafin charts show candlesticks, indicators, drawings, and years of price history on 12,000+ tickers. Free is a 15-minute delay and custom charting limited to 5 metrics and 3 companies. Pro unlocks live data and unlimited custom charting. Open the workspace at /app/charts or from any profile.
The Vantafin screener filters 12,000+ US equities and ETFs across 80+ valuation, growth, margin, and technical metrics. Run a screen in the app or through the REST API and MCP. Free includes 1 custom screener. Pro and Ultimate include unlimited screeners. Start at /app/screener.
Watchlists keep a named set of tickers in one list so you can scan quotes, jump to profiles, and attach alerts. Free includes 1 custom watchlist. Pro and Ultimate include unlimited watchlists. Manage them at /app/watchlists.
The market calendar lists earnings, dividends, splits, IPOs, and economic events you can filter by day or week. Use it to plan the week, then open the company profile or transcript when the event hits. Open /app/calendar.
Portfolio connects a brokerage through SnapTrade so you can see live holdings, cost basis, and daily P/L in Vantafin. AI Chat can answer questions against those positions. Brokerage connection is a Pro and Ultimate feature. Open /app/portfolio. This is research and tracking, not a broker and not investment advice.
Alerts notify you on price moves, new filings, and breaking news by email or Telegram. Free includes 1 custom alert and 10 daily notifications on delayed prices. Pro includes 10 alerts and 500 daily notifications. Ultimate raises that to 1,500 daily notifications. Set them at /app/alerts.
Vantafin AI Chat answers company questions using Vantafin data and cites filings, transcripts, financials, and ownership records. It is not a general web chatbot. Free includes 5 questions per month. Pro includes 200. Ultimate includes 500. Open /app/chat. Answers can be wrong; read the AI Policy.
The file vault is a personal research drive for uploads you can keep next to chat. Pro includes 500 MB. Ultimate includes 1.5 GB. Free does not include the drive. Open /app/files.
Vantafin embeds let you drop an interactive chart, screener, calendar, or chat into another page. The homepage “See it in action” section uses the same embeds. They are a way to show the product, not a separate dataset.
The same dataset, reachable from six different doors - pick whichever fits your workflow.
Vantafin has four doors into one product. Use the web app if you want to click. Use MCP if your assistant should pull quotes and filings. Use REST if you are building a dashboard or bot. Use WebSocket if you need a live stream. You are not buying four products.
| Door | Best for | Where to start | Plan |
|---|---|---|---|
| Web app | Research, charts, screens, alerts, portfolio | /app/home | Browse on Free; live data on Pro |
| MCP server | Claude, Cursor, and other MCP clients (23 typed tools) | /mcp and MCP docs | Pro and Ultimate |
| REST API | Bots, warehouses, and HTTP integrations at api.vantafin.com/v1 | /rest-api | Pro (1,000/min) and Ultimate (2,500/min) |
| WebSocket | Streaming quotes, news, filings, and halts | /websocket-api | Ultimate only |
Machine-readable plan text is at /pricing.md. This feature catalog is also at /features.md.
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Vantafin sits between a research terminal, a market-data API, and a charting app. It is not a Bloomberg replacement for a trading desk, and it is not only a quote API. Honest vs pages, with vendor prices you should re-check, live under /compare.
| If you need | Vantafin | Typical alternative |
|---|---|---|
| One cheap app for research, charts, alerts, and AI | Web app plus the same data on MCP/REST | A stack of charting, filings, and newsletter tools |
| Institutional terminal, chat, and multi-asset desk tools | Not the job. US research and data at a retail price | Bloomberg (~$2,000/month class) |
| Community charting and custom indicators | Supercharts for research, not a social chart network | TradingView |
| Raw multi-asset market-data pipes | US equities/ETFs over REST, MCP, and Ultimate sockets | Polygon / Massive or similar data APIs |
| Fundamental research workspace | Profiles, filings, screener, calendar, AI chat | Koyfin or Seeking Alpha |
Also see Yahoo Finance, Alpha Vantage, and Finnhub. This page is not a ranked “best platforms” list.
This page names the plan that unlocks a feature. It does not replace the pricing matrix. Compare Free, Pro, and Ultimate on Pricing.
Browse 20K+ entities, delayed quotes, filings since 1994, news, profiles, limited charting, 1 watchlist, 5 monthly AI questions, 1 alert, 1 screener. No card required.
Live quotes on 9,000+ tickers, unlimited charts and watchlists, 200 AI questions, brokerage sync, 500 MB files, REST and MCP at 1,000 calls/minute. $25 if you pay monthly.
Everything in Pro, plus WebSocket streams, 500 AI questions, 1,500 daily alert notifications, 1.5 GB files, and 2,500 API calls/minute. $50 if you pay monthly.
Row-by-row limits are on Pricing → all features. Agent-readable plans: pricing.md.
20K+ tickers, filings, and news - free forever. Add live data, AI chat, and API access for $20 a month.
Vantafin includes a markets hub, company profiles, charts, a stock screener, watchlists, a market calendar, SnapTrade portfolio sync, alerts, cited AI chat, a file vault, embeds, plus MCP, REST, and WebSocket access to the same dataset. See the sections above for what each one does.
No. Vantafin is an all-in-one investing and research app. MCP, REST, and WebSocket are doors into the same product, not a separate company. If you never write code, you can stay in the web app.
Yes. The screener covers 12,000+ US equities and ETFs across 80+ metrics. Free includes one custom screener. Pro and Ultimate include unlimited screeners. You can also run screens over REST and MCP.
Pro and Ultimate include live quotes on 9,000+ tickers. Free and signed-out browsing use 15-minute delayed market data. Ultimate can also stream quotes over the WebSocket API.
Yes. Company profiles include SEC filings back to 1994, with live filing access in the app. The same filing metadata is available over REST and MCP. AI Chat can cite filings when you ask about a company.
AI Chat answers from Vantafin data and cites filings, transcripts, financials, and ownership. Free has 5 questions per month. Pro has 200. Ultimate has 500. It can be wrong. It is not financial advice. Read the AI Policy before you rely on an answer.
The MCP server exposes 23 typed tools so Claude, Cursor, and other MCP clients can pull quotes, financials, filings, and screener results. It is included on Pro and Ultimate with the same API key as REST. Setup is in MCP docs and Settings.
Beginners who want one clear research app, active retail investors and traders who want charts, news, and alerts, analysts who want filings and screens, and builders who want MCP, REST, or WebSocket. Pick the doors you will actually use.
Free is $0. Pro is $20/month billed annually or $25 monthly. Ultimate is $40/month billed annually or $50 monthly. Annual billing saves 20% on paid plans. The feature matrix and checkout live on Pricing.
Yes. You can browse profiles, delayed data, charts, filings, and news without an account. Creating a Free account adds a watchlist and saved profile. Live quotes, APIs, brokerage sync, and higher AI limits need Pro or Ultimate.
No. Vantafin provides market data and research tools for information only. Portfolio sync shows holdings from a connected brokerage. It does not execute trades or tell you what to buy. You are responsible for your decisions. See Terms of Service.
Use the comparison table above, then the dedicated pages: Vantafin vs TradingView, vs Bloomberg, vs Koyfin, and the rest of /compare. Check each vendor’s site for current prices. We do not invent competitor fees.
Start free. Pro and Ultimate unlock live data, AI chat, and the APIs when you need them.
