Price is what you pay. Value is what you get.

- Warren Buffet

Our Guarantee

Thank you for considering Fundamental Reporting. Our reputation is important to us, so we do not want any unhappy customers. If you are not 100% pleased with your purchase for any reason, just contact us and let us know how we can make things right. We will do our best to keep you as a satisfied customer but can just as easily initiate a full refund for your current period of service.

Pricing Schedule

Our web-based Fundamental Reporting tools are offered on a subscription basis. See our pricing below. Secure payment processing via Paypal (no PayPal account necessary).



In addition to the reduced price for annual subscriptions, we can provide discounts for:

Bundles (PortfolioFR, StockFR, consulting packages)
Multi-user, site, department, and firm-wide licenses
Non-profits, educational use, endowments, foundations, etc.

Please contact us if any of the following apply to you or your organization.



† For monthly subscribers, we will refund the full purchase price for the most recent monthly period less any transaction- and refund-related fees. For annual pre-pay customers, the annual subscription will be decomposed into 12 monthly periods and we will refund a pro-rated amount corresponding to the most recent monthly period. For example, if one pre-pays annually and utilizes less than one month of service, then we will refund the full amount. If one pre-pays annually and utilizes 11 months of service, then we will refund the charges for the last (11th) month.