| Feature | Base | Plus | Premium |
|---|---|---|---|
Monthly Stock Picks Curated stock selections designed to help users build a well-diversified portfolio of 25+ high-quality companies. | 2 | 5 | 8+ |
Proprietary Technical Indicators Customized quantitative tools that help identify optimal entry and exit points, supporting precise technical analysis for individual stocks. | |||
Market News & Insights Timely interpretation of key financial news and macro themes by our research team, connecting market headlines with underlying asset logic—helping you avoid information noise. | |||
Portfolio Strategies Multiple copyable asset allocation frameworks tailored to different risk appetites and market conditions—from curated model portfolios to analyst-designed custom strategies. | 3 Featured | Full Access | Analyst-Curated Only |
AI-Powered Stock Pool An AI-driven stock screener that filters high-potential growth names from massive data sets, updated regularly to improve stock-picking efficiency. | 5 | 10 | 30+ |
AI Stock Diagnosis Input any ticker and receive an instant AI-powered assessment, combining fundamentals, technicals, valuation, and market sentiment into actionable investment suggestions. | 20 | 30 | 60 |
Monthly Deep-Dive Reports In-depth equity research reports on trending tickers, offering structured insights from financial metrics to industry trends, plus tactical recommendations. | Basic Reports | FoolBull Premium Picks | Analyst Deep Dives |
Investment Academy A structured learning platform covering essential topics from stock selection and asset allocation to valuation models and technical analysis—suitable for beginners and advanced investors alike. | |||
Options Masterclass A step-by-step curriculum on options theory, trading strategies, and risk control—designed to build advanced derivative literacy over time. | Partial | Partial | |
Expert Stock Reviews Submit specific stock inquiries to receive professional reviews and position advice from senior analysts and advisors. | Partial | Full | |
Live Mentorship & Q&A Interactive coaching sessions and strategy walkthroughs led by investment veterans—designed to clarify real-time execution challenges and common decision blind spots. | |||
Analyst Portfolio Tracking Real-time updates on high-profile analysts’ core holdings and trade decisions—learn how top investors think, allocate, and time the market. | |||
Live Trading Workshops Market-driven live streams simulating real trading environments, where experts walk you through strategies, setups, and execution logic. | Partial | Full | |
Short-Term & Market Cycle Tactics Practical models for short-term trading, event-driven plays, and navigating bull/bear markets based on structural shifts and catalysts. | |||
Long-Term Value Strategies Frameworks focused on building core positions in undervalued, high-quality assets designed to withstand full market cycles. | |||
Options Trading Strategies Multiple options frameworks combining volatility views and position sizing for enhanced return or hedged exposure. | |||
Premium Model Portfolios Balanced, high-quality portfolios curated by our analyst team, offering optimized risk-reward profiles for intermediate to advanced investors. | |||
Expert Guidance
Actionable insights from invest experts
Exclusive Market Updates
Comprehensive understanding of key market dynamics
Investment Advisory
Customize a strategy to match your goals
Report Analysis
In-depth reviews to support smart decisions
2005: Start with trust
Our core strategy was launched in 2005
We chose to cut into the most simple scene from the complex financial world - providing financial and asset services to private users.
This is the origin of our investment values: protect wealth with professionalism and fulfill promises with time.
2014: Rich experience accumulation and User growth
Served 20,000+ private users so far
With more than 30 years of financial practice, we have experienced several market cycles, allowing us to better serve: every family, every business, and every practitioner who is determined to build a financial career.
We began to provide customized solutions for family offices, high net worth clients and professionals, and become their strategic partners.
2019: More comprehensive financial service projects
+875% Investment advisor historical returns+160% Compared to the S&P 500 index
We have established a more comprehensive financial service matrix: stocks, funds, fixed and non-fixed asset investments, private wealth management, asset allocation advice... Help customers understand, hold steady, and go far.
2023: A more powerful growth engine
Leading AI investment model, investment analysis content, exclusive investment advisory services...
Forbes Finance is officially established: Forbes Finance provides information services + investment advisory capabilities + Internet technology to create a powerful intelligent platform, making future investments for individuals and institutions more efficient, stable and with long-term growth potential.
