Apprentice
Free
Headline score access, basic research surfaces, and enough context to inspect the public methodology.
Tier comparison
Apprentice, Sovereign, and Reserve side by side.
The free tier keeps the public score visible. Sovereign adds the daily workflow layer. Reserve adds the Edge Suite, Portfolio X-Ray, and higher usage ceilings. The methodology is the same across tiers.
Sovereign
$25/mo
Full score breakdown, alerts, receipt-backed chart markers, full disclosure histories, and the daily brief.
Reserve
$79/mo
Sovereign plus Edge Suite workflows, Portfolio X-Ray, portfolio score aggregation, and higher usage ceilings.
| Feature | Apprentice Free | Sovereign $25/mo | Reserve $79/mo |
|---|---|---|---|
Headline Veridion Score Covered ticker score, band, confidence, timestamp, and methodology link. | Included | Included | Included |
Themes Public theme pages with linked ticker baskets. | Included | Included | Included |
Institutional 13F holdings Public 13F holdings map by named filer. | Included | Included | Included |
Applicable-factor breakdown Company or valuation-exempt fund factor rows, data availability, and source context. | Not reported | Included | Included |
Watchlists Saved ticker sets for recurring review. | 1 list | 5 lists | Unlimited |
Open portfolio positions Portfolio simulator position capacity. | 5 | 50 | Unlimited |
Score-transition alerts Email alerts when watched tickers cross configured rating states. | Not reported | 10 active | Unlimited |
Veridion AI chat Finance-only assistant with server-enforced daily limits and monthly usage safeguards. | 5 / day | 50 / day | Highest allowance |
AI Daily Brief Daily market and watchlist briefing for paid accounts. | Not reported | Included | Included |
Why-moving explainer Ticker-level explanation surface for recent movement context. | Not reported | Included | Included |
Receipt-backed chart markers Form 4 and Congress events plotted only when a source receipt is available. | Not reported | Included | Included |
Extended Congress history Extended STOCK Act disclosure history beyond the basic public window. | Not reported | Included | Included |
Senate disclosure feed Available Senate disclosure rows with dates, member context, ticker, and amount range where present. | Not reported | Included | Included |
Lobbying records Corporate lobbying records with client, issue, amount, and filing context. | Not reported | Included | Included |
Government contracts Federal contract awards with contractor and award context. | Not reported | Included | Included |
Insiders/Form-4 surface Dedicated SEC Form 4 activity surface with teaser rows for free accounts. | Teaser | Included | Included |
Extended insider Form 4 history Extended Form 4 activity history beyond the basic public window. | Not reported | Included | Included |
Screener Multi-factor universe scan with paid-tier pagination. | Preview | Included | Included |
Edge Suite Smart-Money Mirror, earnings, unusual-volume, and pre/after-hours workflows. | Not reported | Not reported | Included |
Portfolio score Portfolio-level score aggregation with disclosed dropped holdings. | Not reported | Not reported | Included |
Portfolio X-Ray Weekly concentration, exposure, score-coverage, disclosure, and catalyst snapshot. | Not reported | Not reported | Included |
What Sovereign adds beyond Apprentice
Sovereign opens the workflow surfaces that make the score auditable ticker by ticker: full factor breakdown, score-transition alerts, full Congress and insider history, receipt-backed chart markers, and the daily brief. It does not change the methodology or give a different score.