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Tools included with your plan
Good research needs good tools. While your firm is on a paid desk plan, every active member of the team gets the same tools a Max subscriber has, at no extra cost. Your account shows "Included with your desk plan".
What is included
| What you see | What it does |
|---|---|
| Screener | Intraday screens, the Lab, contrast insights and exports. |
| Backtests | Intraday and minute data, options legs, sweeps, walk-forward and the priority queue. |
| F&O | The builder, scans, live chain, deep analytics and the simulator. |
| Stock pages | The deep stock pages, scorecards with full evidence, and data exports. |
| Your library | No cap on saved screens, alerts and strategies. |
Who gets it
- Every active member of a firm whose plan is Solo, Practice, Growth, Firm or Enterprise. A 30-day trial on Solo or Practice counts.
- Not on Listed. Listed is a free directory profile; the tools stay at the free level.
- Leaving the team ends it within about two minutes. So does a registration that SEBI suspends.
What it does not include
- AI credits. AI answers spend credits as they do for anyone. Your desk plan's own AI allowance is separate.
- Anything for your clients. The tools are for your team's research. Clients see your research, not your tools.
Using the tools in your research
Open the coverage workbench from your desk's Publish tab. It lists what you cover, this week's filings on it and the open calls that need a look, with a link into each tool. When a tool helps make your case, attach it as evidence.
Keep reading
- Attaching evidenceBack research with a saved screen, a backtest, an option payoff or a scorecard (Reg 20(4)).
- For research analystsJoining, publishing, getting paid on your own account, clients and the compliance centre.
- Writing research that passes the rulesRationale, levels, disclosures, AI use, the Reg 16 trading window and the advertisement code.