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Get StartedLast updated Aug 4, 2026

Free vs Pro vs Ultimate: choosing a plan

Compare Vantafin's Free, Pro, and Ultimate plans across live data, AI Chat, API access, MCP, alerts, and limits so you pick the right one.

Free vs Pro vs Ultimate: choosing a plan - Plans (Vantafin Help Center)
Vantafin Team

On this page

  • Quick comparison
  • When Free is enough
  • When to upgrade to Pro
  • When to choose Ultimate
  • How to upgrade or change plans
  • Next steps

Vantafin has three plans: Free, Pro, and Ultimate. The right choice depends on whether you need live data, AI tools, and API/WebSocket access, or whether delayed research data is enough. This guide compares them so you can decide quickly. You can always start free and upgrade later.

Quick comparison

CapabilityFreeProUltimate
Company profiles & SEC filingsYesYesYes
Delayed quotesYesYesYes
Live quotesNoYesYes
Stock screenerLimitedFullFull
Watchlists1UnlimitedUnlimited
AI ChatNoYesYes (highest limits)
AlertsNoYesYes (highest limits)
REST APINoYesYes
WebSocket streamingNoNoYes
MCP serverNoYesYes

Exact numeric limits (API calls per minute, AI Chat questions, alert notifications, and file storage) are listed on the pricing page.

When Free is enough

Choose Free if you mainly want to:

Compare plans

See Free, Pro, and Ultimate side by side

Open the pricing page for current prices, numeric limits, and what each tier includes. Start free if you only need delayed research data.

View pricing→Create a free account
  • Research companies with profiles and SEC filings.
  • Read market news and delayed quotes.
  • Keep a single watchlist.

Free is a great way to explore the platform before deciding.

When to upgrade to Pro

Choose Pro if you want the full research and building toolkit:

  • Live quotes across the app.
  • AI Chat grounded in real filings and data.
  • Alerts on price, filings, and news.
  • Unlimited watchlists and the full screener.
  • REST API and MCP server access.

Try Free first

Research a company before you upgrade

Free covers company profiles, filings, and delayed quotes. Open AAPL to see what you get, then upgrade when you need live data or AI Chat.

AAPL overview→How to upgrade

Pro is billed monthly or annually; annual billing lowers the effective monthly price. See exact prices on pricing.

When to choose Ultimate

Choose Ultimate if you need:

  • WebSocket streaming for real-time quotes, news, filings, and halts.
  • The highest limits on API calls per minute, AI Chat questions, alert notifications, and file storage.

Ultimate is aimed at active developers and power users building on live data.

Pro & Ultimate

Unlock AI Chat, alerts, and the developer API

Pro adds live quotes, AI Chat, alerts, REST, and MCP. Ultimate adds WebSocket streaming and the highest usage limits for builders.

Open AI Chat→API docs

How to upgrade or change plans

You can move between plans at any time from Settings. See the step-by-step guide in Upgrade or change your plan. Downgrades take effect at the end of your current billing period.

Next steps

  • See full pricing
  • Upgrade or change your plan
  • Create an API key

Frequently asked questions

Important Disclaimer

This article is for informational and educational purposes only and does not constitute investment advice, financial advice, trading advice, tax advice, legal advice, or any other form of professional advice. DTS Analytics LLC (operating as Vantafin) is not a registered investment adviser, broker-dealer, or fiduciary. Market data, figures, and other information on Vantafin may be delayed, incomplete, or incorrect and are provided without warranty. Nothing herein should be construed as a solicitation, recommendation, endorsement, or offer to buy, sell, hold, or trade any security or other financial instrument. Past performance is not indicative of future results. You should independently verify all information and consult a qualified and licensed financial professional before making any investment or financial decision. You are solely responsible for your own investment, trading, and financial decisions, and DTS Analytics LLC is not liable for any losses arising from your use of or reliance on this content.

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Vantafin provides market data and research tools for informational purposes only and does not constitute investment advice. Data may be delayed, incomplete, or incorrect. You are solely responsible for your investment decisions. See our Terms of Service.