Funds & RIAs
Small desks
The seat your team always wanted from Bloomberg, without the seat tax.
For small funds, RIAs, family offices and prop desks: filings, insider and institutional ownership data and an AI that reads them, at $29 a month per analyst. Each seat is its own Pro account until the team plan ships.
- $29a month per analyst, on Pro
- $2,665a month for one Bloomberg seat, list
- Q4 2026the team plan, on the roadmap
- Bloomberg$2,665Terminal seat, list
- FactSet$1,200Workstation, estimate
- S&P Capital IQ$1,000Pro, per analyst, estimate
- Convexity$29Pro, one account
Bloomberg list, retrieved 2026-07-22. FactSet and S&P Capital IQ are procurement estimates, retrieved 2026-07-08.
Economics
Five analysts, a year, list prices
What a five-seat desk pays in a year.
Bloomberg
Multi-terminal list, retrieved 2026-07-22
- A seat$28,320 a year
- Five$141,600 a year
Convexity
Pro, one account per analyst, billed monthly
- A seat$348 a year, or $290 billed annually
- Five$1,740 a year, 1.2% of the Bloomberg bill
List prices only. Exchange fees, add-ons and contract terms vary by firm and are left out on both sides.
What a seat reads
Cadences from the scheduler, not measured lags
The primary sources, each with its schedule.
| What | How it works | How often | Plan |
|---|---|---|---|
| SEC filings | EDGAR directly: 8-K, 10-K, 10-Q, 6-K, 20-F, 40-F | Every 5 minutes | Pro: the archive. Free: the latest year |
| Filing redlines | Sentence-level changes between the latest two 10-Ks or 10-Qs, Items 1, 1A, 3, 7 and 8 | On request | Pro |
| 8-K triage | Each item code mapped by rule to one of 10 categories and 4 severities | Three times a day | Pro |
| Insider trades | Form 4s from EDGAR; buys clustered over 72 hours, confirmed 10b5-1 trades dropped | Every 2 hours for the S&P 500, 06:00 to 20:00 UTC; nightly for the rest | Pro. Free runs 24 hours behind |
| Congressional trades | House and Senate filings through FMP, crossed with 18 committees | Four times a day; committees weekly | Pro |
| 13F holdings | The 13F filings of the managers it tracks | Weekdays | Pro |
| Convexity Score | A six-factor model of 180-trading-day return against the sector, for stocks above $25B | Weekdays | Every plan |
| Book exposure | Holdings through Plaid or an import, ETFs looked through by weight, events by the dollars they touch | When you sync | Pro |
| AI questions | Claude Sonnet, with chips to the Form 4s and 8-Ks it read; each answer keeps the tools it called | On demand | 150 a month on Pro |
Options flow and GEX are offline: their source, Yahoo, was switched off on 2026-09-24, and the terminal keeps end-of-day chains only. Plans and allowances are the pricing page’s.
Governance
What a compliance officer can check today.
- Read-only dataPlaid reads holdings and transactions. No route in the terminal places or cancels an order.
- Encrypted tokensPlaid tokens are encrypted field by field with AES-256-GCM, under one deployment key.
- Audit logSign-ins, admin actions, exports and reads on curated data routes, in a hash-chained log kept on the host.
- AI capsEach account’s query allowance and dollar cap are checked before any model is called.
- Plaid attestationSubmitted, with production access granted on 2026-08-27. One of its ten requirements, retention, is partly enforced.
- SOC 2Not engaged. No audit is in progress.
- Team adminNo team plan, roles or SSO yet. The roadmap puts them in Q4 2026.
- Off-host log copyNot yet: the audit log lives on the one host.
Equip your desk one seat at a time.
Each analyst can start on Pro today, $29 a month with a 14-day trial and no card. For a desk, write to sales: the team plan is on the roadmap for Q4 2026.