Build Your Plan
Select the services you need and subscribe to your custom package.
Each research service is $160/month. Choose two for $280 — bundle savings apply automatically.
Portfolio Consulting
One client covers the research
A single advisory fee on one $200,000 household pays for a year of Playbook research. What it replaces is harder to price: the hours spent second-guessing positioning and assembling the analysis yourself.
Analyst-level support without the full-time cost
Portfolio Consulting provides personalized portfolio analysis and direct access to your analyst at a fraction of the cost of adding a junior analyst to staff.
Team Access
Need multiple seats for your firm? We offer custom team pricing with volume discounts.
Contact SalesInvestment Workshops
Equip your team with a practical framework for investing, from fundamental and technical analysis to interpreting market conditions and knowing when to increase or reduce risk. Tailored to your team’s experience and objectives.
Contact SalesAll prices are listed in Canadian Dollars (CAD).
Frequently Asked Questions
Can I switch plans later?
Yes, you can upgrade or downgrade your plan at any time. Changes take effect at the start of your next billing cycle.
How many users can access a single subscription?
All individual plans include 1 user seat. For team access, please contact our sales team for custom pricing.
Do you offer refunds?
We offer a 30-day money-back guarantee for all new subscriptions if you're not completely satisfied.
Not sure which tier fits? Start free, upgrade anytime.
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Independent macro and equity research built for professional investors navigating regime change, market risk, and capital allocation.