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Investorean logo

Investorean

Partially Agent-Ready
Agent-Ready SaaS Index · investorean.com · scored 2026-05-09 · rubric v2.0
Score 49 / 100
Investment Portfolio Management
Public API

Investorean scores 49/100 on xpay's Agent-Ready Index v2: partial pricing visibility; self-serve checkout is available; a free entry path exists.

See Investorean pricing summaryLive pricing page
Pricing
Investorean pricing
As of 2026-05-09 · investorean.com/pricing/
Dolphin (Free)
Free
First 10 search results
1 portfolio (10 holdings)
1 watchlist (10 holdings)
Portfolio import (10 holdings)
All markets
Shark (Plus)
$9.5/mo
or $9.5/mo billed annually
Unlimited search results
Unlimited portfolios
Unlimited watchlists
Unlimited portfolio import
Custom screeners
Whale (Pro)
$19/mo
or $19/mo billed annually
All from the Plus plan
Investorean filter
Politicians tracker
Hedge funds tracker
Priority support
Enterprise
Sales
Contact sales
Custom pricing
Score breakdown · rubric v2.0
How Investorean scores on the agent-ready dimensions

Public pricing visibility

15 / 15

Self-serve checkout

15 / 15

Public API + docs

0 / 20

Usage-based / metered pricing

0 / 20

Free entry path

7 / 7

No sales call required

7 / 7

Card / wallet / x402 payment

5 / 6

Machine-readable bonus (MCP / OpenAPI)

0 / 10

Total
49 / 100
Effective pricing
What it actually costs at typical scale
1 user on Shark (Plus) plan, billed monthly
$9.5/mo
· Single user· Monthly billing
Confidence: high
Agent purchase verdict
Can an autonomous agent transact here?
Agent-ready
LLM score: 60/100

Can create account

Yes

Can enter payment method

Yes

Can upgrade plan

Yes

Can buy more usage

Yes

Can cancel online

Yes

Payment methods

card

Human approval recommended

No

Pricing transparency

full

Purchase motion

self_serve

Demo required

No

Quote required

No

Annual commit required

No

Auto-renewal mentioned

Yes

Cancellation policy visible

Yes

Refund policy visible

Yes

Invoice payment available

Unknown

Purchase orders supported

Unknown

MSA required

Unknown

DPA available

Unknown

Security review required

Unknown

Trial

Available, no card

Competitive intel
Positioning & ecosystem
Headline

“Upgrade Your Wealth Plan”

Buyer persona

smb
mid market
enterprise

Agent purchase simulation
Six-step check: can an agent actually buy from Investorean?
✓

Discover price

✓

Select a plan

✗

Pay per task

✓

Avoid a sales call

✗

API docs without auth

✗

Estimate cost upfront

Analysis
Pros and cons for AI agents
Observational summary written by xpay from the signals captured on 2026-05-06. Not a review of the product — only of its current pricing posture for agent buyers.
✓ For an AI agent
  • Pricing is publicly visible on an indexable page — agents can read tiers without scraping past auth.
  • Every advertised tier is self-serve; no tier requires scheduling a call.
◐ Opportunities for the provider
  • No per-unit price was advertised, so an agent has no way to estimate the cost of a single task.
  • API documentation is gated or absent; an agent cannot inspect the integration surface without authentication.
  • No /.well-known/ai-pricing.json or equivalent machine-readable pricing manifest is published — agents must rely on HTML scraping.
One-line fix
How Investorean could lift its score

Add a per-unit price (e.g. $X / 1K calls) to the pricing page so an agent can compute its own cost before committing.

pricing_visible

true

headline_phrasing

Upgrade Your Wealth Plan — Do you have questions? Let us know!

tier_count

1

lowest_paid_entry_usd

9.5

free_tier

false

free_tier_terms

null

per_unit_price

null

annual_required

false

self_serve_paid_tiers

0

sales_only_tiers

1

public_api_docs_url

https://investorean.com/docs

api_docs_auth_walled

false

ai_pricing_json_present

false

agents_txt_present

false

anonymous_purchase_path

false

per_unit_classification

null

usage_headline_present

false

custom_tier_present

false

agent_friendly

{"ai_pricing_json":false,"agents_txt":false,"llms_txt":false,"sitemap_xml":true,"mcp_server_card":false,"agent_skills_index":false,"x402_supported":false}

View raw extracted page text →
Page heading: Upgrade Your Wealth Plan
CTAs (40): Investorean · Home · Screeners · Stocks · Penny Stocks · Top Movers · Upcoming Dividends · ETFs · Indices · Currencies · Crypto · Investorean Indices
Price tokens (4): $9.5/monthBilled · $114 · $19/monthBilled · $228
InvestoreanHomeScreenersStocksPenny StocksTop MoversUpcoming DividendsETFsIndicesCurrenciesCryptoInvestorean IndicesSeasonalityNewPro FiltersInvestoreanWarren BuffettPeter LynchDiscounted P/EHedge FundsU.S. PoliticiansDividends GrowthToolsEconomic CalendarDCA CalculatorAsset Price RatioAsset Drawdown ChartCompound Interest CalculatorPosition Size CalculatorMediaCommunity HubBlogTikTokYouTubeRedditLinkedInPricingLog InUpgrade Your Wealth PlanMonthlyYearlySave %Dolphin (Free)FreeNo credit card neededFirst 10 search results1 portfolio (10 holdings)1 watchlist (10 holdings)Portfolio import (10 holdings)All marketsAll supported brokersFree screenersFull asset detailsCustom dashboardCurrent PlanAlways freeShark (Plus)$9.5/monthBilled $114 every yearUnlimited search resultsUnlimited portfoliosUnlimited watchlistsUnlimited portfolio importCustom screenersWarren Buffet filterPeter Lynch filterDividends GrowthExport search resultsExport historical quotesExport historical dividendsSubscribeCancel anytimeWhale (Pro)$19/monthBilled $228 every yearAll from the Plus planInvestorean filterPoliticians trackerHedge funds trackerPriority supportEarly access to new featuresSubscribeCancel anytimeEnterpriseAre you a business? Let's chat!Contact usAll prices include taxes and feesAll transactions are encrypted and secured7 days money-back guarantee on all plansDo you have questions? Let us know!Contact usSend FeedbackDisclaimer: Not Financial AdviceThis website, Investorean, and all of its content…
You work at Investorean?
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Get the breakdown of every signal we measured, the one-line fix, and how your peers in Investment Portfolio Management stack up.

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Agent-Ready Spec
Investorean
Partially Agent-Ready

49

/ 100 (rubric v2.0)
Category

Investment Portfolio Management

Pricing model

Upgrade Your Wealth Plan — Do you have questions? Let us know!

Tier count

1

Free tier

No

Lowest paid entry

$9.5/mo

Self-serve / sales-only tiers

0 / 1

Public API docs

Public

Anonymous purchase path

No

Machine-readable pricing

Not published

Last refreshed

2026-05-09

Pricing intelligenceInsights extracted from investorean.com/pricing/
Pricing model

Tier-based subscription

Agent-purchase verdict
Agent-ready
60/100 · v2.1
Canonical answer

Investorean pricing starts at $0/mo for the Dolphin (Free) plan; paid plans from $9.5/mo for the Shark (Plus) plan up to $19/mo for the Whale (Pro) plan. Billed monthly or annually.

Cheapest entry

Free plan (Free)

Actions
Open live pricing page
Verdict reflects Partially Agent-Ready status under rubric v2.0. Source observed at https://investorean.com/pricing/.
Agent-friendly features1 of 7 present
Discovery files and protocols
Side-channel signals — informational, not part of the score. Each protocol is independent; adoption signals the publisher is thinking about agent buyers.

ai-pricing.json

agents.txt

llms.txt

sitemap.xml

MCP Server Card

Agent Skills

x402 / MPP

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CompanyAgentically Inc. (d/b/a xpay✦)1875 Mission St, Ste 103San Francisco, CA 94103, United Stateslegal@xpay.sh · privacy@xpay.sh
or ask your AI app
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