Slatemark.

Pricing

Free for research. $11.99 for your live book.

Start free with the full primary-source data hub, the trade journal, and the senior-analyst skill. No card, no expiry, no “until your trial ends.” Upgrade to Pro when you want your trades journaled automatically from your broker, your AI looking at your broker quotes, options with greeks, and live positions. You add the thinking; Slatemark does the bookkeeping. Cancel anytime; your journal stays.

Free

$0 / month, forever

The research plan. Wire your AI to a cited primary-source data hub and journal every trade. No card on file, ever.

  • Delayed quotes, OHLCV & option chains: 15-min delayed equities, no option greeks; real-time indices & FX
  • Macro, rates & energy: economic series, the FOMC calendar, Treasury auctions, energy data
  • Primary-source filings & positioning: SEC EDGAR (10-K/Q, 8-K, Form 4, 13F), factor returns, Commitments-of-Traders, short interest
  • Full trade journal with pattern audit by class, lifecycle, catalyst & stop discipline
  • Framework rules with per-user overrides, plus the senior-analyst skill you can personalize
  • Strategy Scorecard on the trades you log: per-setup win rate with a confidence band, dollar expectancy, total P&L, and holding period
  • Ample request headroom for interactive research (30 requests / minute)
Start free, no card
Recommended Pro

$11.99 / month

You add the thinking; Slatemark does the bookkeeping. Automatic trade journaling, live broker quotes, and premium data for traders who'd rather know than guess.

  • Everything in Free, plus:
  • Brokerage link (more brokers on the roadmap): your actual accounts, positions & transactions. Read-only permissions; Slatemark literally cannot place trades or move money.
  • Real-time data on a linked broker: live quotes and full option chains with greeks, versus the 15-min-delayed equities and no option greeks on Free.
  • Automatic trade journaling: Slatemark reconciles your broker fills into round-trip trades and backfills your history, so your journal builds itself. You only add the why.
  • Fresher macro & filings: economic series (FRED, Treasury, EIA, CFTC) refresh hourly, not every 12 hours on Free (12× fresher), and SEC filings within ~10 minutes, not ~6 hours (36× fresher).
  • Massive News with per-ticker sentiment scoring
  • Finnhub earnings calendar, surprises & analyst recommendation trends
  • 240 requests / minute across all data sources: ample headroom for interactive research and watchlist sweeps
  • Your Strategy Scorecard, filled automatically: linked broker fills reconcile into scored trades on their own, so the card populates without you logging a trade by hand
  • Broker tokens encrypted at rest per user; cancel anytime, your journal stays
Start Pro

Common questions

What's the Strategy Scorecard?
A read of your own closed trades, scored by the tags you give them. Each setup gets a win rate with a confidence band, dollar expectancy, total P&L, and holding period. It's free on every plan, computed on your own trades; Pro adds the broker link that reconciles your fills and fills the card automatically. It describes your past trades, it doesn't recommend trades or claim to improve your returns.
Cancel anytime?
Yes. Pro is month-to-month via Stripe; cancel from your dashboard and Pro access continues through the current billing period. Free stays Free. No surprise charges, ever.
What happens to my journal if I downgrade?
Nothing. Every trade you've journaled, every rule override, every skill setting stays exactly where it is. The only things you lose are the Pro data sources (broker, news, earnings, estimates) and the rate-limit headroom.
Do I need a broker?
No. Free includes a built-in delayed-quote feed, so the analysis surface works out of the box. Linking a broker on Pro unlocks real-time quotes, full option chains with greeks, and your actual positions and transactions for journaling.
Is my broker data safe?
Broker tokens are encrypted at rest per user, isolated to your own account, and never leave our infrastructure. We use read-only broker permissions: Slatemark literally cannot place trades, transfer funds, or modify your account.
Whose data?
Yours. Journal entries, account profile, rule overrides, and broker tokens are scoped per user and encrypted at rest with a key unique to this environment. We don't sell your data, train models on it, or use it for anything but serving you. An AI model sees your positions and journal only through the client you connect, at your direction, and only while you authorize it; beyond that, your data is shared only with the processors that run the service, listed in the Privacy Policy.
Do I need API keys for the data vendors?
No keys needed to start. The public-data vendors (FRED, EIA, SEC EDGAR, CFTC, Treasury) work out of the box; nothing to register. Optional: a free FINRA key unlocks short interest on Free, and on Pro you bring your own key for the premium vendors (Massive News, Finnhub) so the vendor sees your own quota, not a shared one. Registration with each vendor takes under a minute. Paste the key into the dashboard once and the matching tools light up. Keys you don't add stay off, and the tools they'd unlock return a credential_required error to your AI client pointing back to the editor. Every key is independently enable/disable-able, so you can pause a vendor without having to re-paste it later.
Why isn't everything free?
Free runs on public-data hubs (FRED, SEC EDGAR, Treasury, EIA, CFTC, plus FINRA short interest) whose APIs are free for personal use, with no key needed by default. Pro adds the per-user broker link (live quotes, real Greeks, your accounts and positions) and the premium data vendors (Massive News, Finnhub earnings & estimates), plus 8× the request budget and tighter cache TTLs. The premium vendors run on your own key so the vendor sees your quota, not a shared one.