These three access levels are a working product structure for discussion. Pricing, billing cadence, final ETF coverage, and member permissions will be confirmed before subscription checkout is connected.
Level 1
ProvisionalA focused view of BUY-eligible candidates across the initial ETF research coverage.
Potentially includes
Pricing and billing
Details to be confirmed
Level 2
ProvisionalThe fuller evaluation output for investors who want more context around the candidate list.
Potentially includes
Pricing and billing
Details to be confirmed
Level 3
ProvisionalA more customized research arrangement for a specific investor or strategy question.
Potentially includes
Pricing and billing
Details to be confirmed
This comparison will become the final plan matrix once the research deliverables and commercial terms are approved.
| Research access | Candidate signals | Complete evaluation | Tailored research |
|---|---|---|---|
| Candidate ticker and signal | Included | Included | Included |
| Evaluation date and core measures | Included | Included | Included |
| Complete evaluation list | Not included | Included | To confirm |
| Excel report delivery | To confirm | Included | To confirm |
| Tailored research scope | Not included | Not included | Included |
David’s review will determine the final plan names, prices, billing terms, ETF coverage, delivery method, and whether tailored research belongs in subscriptions or consulting.
