Pricing
Research on Free. Add brokerage context on Plus.
Free brings market research to one supported AI client. Plus adds read-only brokerage Account Data and imports available activity.
Free
$0 / month
Works with supported AI clients, including Claude, Cursor, and Codex. No card or trial timer.
See all AI clients
Supported AI clients: Claude.ai, Claude Desktop, Claude Code, Codex, Cursor, Gemini CLI, and OpenCode. Some Claude workspaces need an admin to allow Slatemark. ChatGPT and the Gemini app aren't supported yet.
- Quotes, price history, calculations, SEC filings, and public economic research
- One active AI-client connection, 30 requests a minute, and the first 2,500 successful tool calls in each rolling 30-day period. Failed or refused calls don't count.
- Private trade journal, editable rules, and Strategy Scorecard
- Brokerage connections and Account Data require Plus
Recommended
Plus
$12.99 / month
See your brokerage positions beside your research. Import what your brokerage has booked, such as filled trades, into your private journal.
Renews at $12.99 a month until you cancel from your
dashboard. Manual and user-imported journal entries remain on Free.
- Everything in Free, plus:
- Read-only brokerage Account Data: accounts, balances, positions, orders, and activity
- Import available past booked activity; pick up newly available activity periodically
- Option chains, multi-symbol analysis, optional FINRA short-interest access, more AI-client connections, 60 requests a minute, and higher fair-use limits
No trade recommendations or performance promise.
Slatemark supplies facts; your external AI client creates the reply.
The Scorecard describes past trades, not future results. Your AI
subscription is separate.
How your AI client connects
Slatemark connects through Model Context Protocol (MCP), the open standard AI clients use to call data tools. Your external AI client creates the reply; Slatemark supplies the tools. Free includes one active AI-client connection to market data, primary-source research, your journal, and framework rules.
Common questions
- Is the market data real time?
- No. Market prices are typically about 15 minutes behind live exchange prices. Results show their source and time. Brokerage connections provide Account Data, not market data. Option snapshots are available only where listed. They include no Greeks and use indicative marks, not executable prices.
- Can I cancel anytime?
- Yes. Plus is month-to-month through Stripe. Cancel from your dashboard, and paid access continues through the billing period you already paid for. Your account then moves to Free.
- What happens to my journal if I downgrade?
- Paid access continues through the period you already paid for. Then your account moves to Free. You keep one constrained MCP connection, manually authored or imported journal entries, rule overrides, skill settings, and the Strategy Scorecard. Slatemark disconnects the brokerage connection and deletes broker-derived data, including reconciled activity, auto-created journal rows, and sync state.
- Do I need a brokerage connection?
- No. Free includes one active supported AI-client connection to market data, technical calculations, public research, and optional private journal and framework context. Plus adds a read-only brokerage connection with current Account Data and periodic booked-activity reconciliation.
- How is my brokerage data protected?
- The brokerage connection credential is encrypted at rest and scoped to your user. The connection is read-only. Slatemark cannot place trades, transfer funds, or modify your account.
- Who owns my data?
- You do. Journal entries, your account profile, rule overrides, and brokerage connection credentials are scoped per user and encrypted at rest with a key unique to this environment. Slatemark does not sell your data, train models on it, or use it for anything beyond 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.
More about the Scorecard, data sources, and usage limits
- What is the Strategy Scorecard?
- A backward-looking view of your own closed trades, grouped by the tags and rules you recorded. It reports win rate with a confidence band, dollar expectancy, total P&L, and holding period. It is free on every plan. Plus adds periodic reconciliation of available brokerage activity. It does not forecast results or recommend trades.
- Do I need API keys for data sources?
- No keys are needed to start. Free includes pooled public-data sources such as FRED, EIA, SEC EDGAR, CFTC, and Treasury within the shared fair-use budget. Plus adds optional FINRA API key access. Premium bring-your-own-key vendors are not part of the current public plans.
- Why is Plus paid?
- The Plus price mostly covers the brokerage connection: linking your account, importing your available past booked activity, and reconciling newly available booked activity on a schedule. Plus also adds short interest history from FINRA and additional client connections. Free stands on its own with one active AI-client connection, 30 requests a minute for bursts, and the first 2,500 successful tool calls in each rolling 30-day period.
Wondering whether an AI trading claim is credible? Read the red-flag and due-diligence guide.
Availability: Weekly Slate is not yet available.
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