Quick Scan for triaging candidates. Standard for a real thesis. Full Panel for high-conviction decisions. Every tier has the same overnight dossier on your holdings at zero AI cost.
A fast, honest read: headline verdict, three signals driving it, the single biggest risk. Built for scanning many tickers in an afternoon.
One lens applied with full rigor and tool use. Gives you a real thesis — with sources — before you put capital to work.
Three lenses cross-examine each other — Value, Growth, Macro. Disagreement is surfaced, not hidden. For decisions you'll act on.
Invitation only
For most investors
For portfolio builders
For RIAs & planners
Your rate at signup is locked for 12 months. You can switch tiers up or down any time — we prorate.
Different questions deserve different depth. Scanning 50 candidates needs a fast triage read; committing capital to a finalist deserves a full-panel consensus. Asking both with the same tool would either be wasteful or shallow. You get three depths; we route the right one for the context automatically, but you can always override.
No. ClearPath is an informational research tool. We don't give personalized financial advice, and nothing we produce should be interpreted as such. For advice specific to your situation, consult a licensed advisor.
Chatbots produce a single answer from stale training data with no source citations. ClearPath pulls live data from 12+ authoritative sources, applies three independent investment lenses (value, growth, macro) to the same verified facts, surfaces disagreement between them when it exists, and cites every claim back to its primary source. You see the evidence, not just the conclusion.
Yes. We integrate with SnapTrade for read-only portfolio sync across 15+ major brokerages (Fidelity, Schwab, Robinhood, Coinbase, etc.). We never execute trades — you still do that yourself in your brokerage.
Your portfolio data stays in your account. We don't sell data, don't train models on your holdings, and don't share your information with third parties. The nightly warehouse holds ticker-level market data only — never userId or PII.
Up or down any time. We prorate. If you find yourself hitting the Individual cap three months in a row, that's the signal to upgrade to Active.