What is a credit?
Credits are the unit of AI work. A deep report (Ascend's full company analysis) costs 6 credits. A research chat turn, pre-read brief, or portfolio analysis costs 1. Credits reset monthly.
Does the trial require a credit card?
No. Start your 2-week trial with just an email address. No card required, no obligation.
What happens when my credits run out?
You can still read everything you've already generated. You just won't be able to run new AI operations until the next billing cycle.
Can I upgrade or downgrade?
Yes — you can change your plan at any time. Upgrades take effect immediately. Downgrades take effect at the next billing cycle.
Is my portfolio data private?
Completely. Your book is private to you — only your account can see it. We never share, sell, or use your holdings data to train models.
Do you support brokerages other than Schwab?
Direct Schwab sync is live. Additional brokerages are available via our brokerage aggregator — more being added. Connect once and your holdings stay up to date automatically.