One terminal. Financials, earnings, portfolios, reports, news, and more. Every number source-linked.

Blog · Company & Platform

Massari pricing: what you pay, what's metered, and what it replaces

August 21, 2026

In institutional financial software, published pricing is rare.

Legacy terminal vendors require prospective buyers to sit through multi-week enterprise sales processes before quoting annual seat fees that commonly exceed $24,000 per user.

Massari operates on a transparent commercial model: published annual licenses, clear seat entitlements, and unmetered access to core terminal features.

This guide outlines our pricing structure, what is included on every seat, and how firms evaluate total cost of ownership.

The Pricing Structure

License Tier Annual Price (Paid Upfront) Installment Option Seats Included Additional Seats
Massari Solo $4,000 / year $6,000 / yr (12 monthly payments of $500) 1 Seat N/A
Massari Team $12,000 / year $15,000 / yr (12 monthly payments of $1,250) 4 Seats $3,000 / seat / year

What Every Seat Includes

Every Massari license includes unlimited access across all four primary surfaces:

01
Web Terminal
13 integrated applications covering filings, transcripts, multiples, and screening.
02
Microsoft Excel Add-in
Live =MASSARI.FIN formula library with docked source audit panel.
03
36 Read-Only MCP Tools
Connect Claude, ChatGPT, Cursor, and Python agents natively.
04
Portfolio Risk & Optimizer
05
41 Fiscal Years of History
Primary SEC filings covering 20+ years across 19,000+ public equities.
Click any line in the financial statements to open the original SEC filing.

1. The Research Workstation (13 In-Terminal Apps)

  • 41 Fiscal Years of Primary Filings: Ingests SEC filings covering 20+ years across 19,000+ symbols.
  • Click-to-Source Lineage: Click any financial statement metric or valuation ratio to open the original regulatory filing with the exact line coordinate highlighted.
  • Earnings Intelligence: Full written transcripts with executive speaker separation, segmented Q&A, and guidance tracking.
  • Natural Language Screener: Filter the market across 161 metrics in 17 categories with explicit, editable criteria.
The Excel add-in pulling verified SEC data into financial models via live formulas.

2. Live Microsoft Excel Add-in (=MASSARI.FIN)

  • Build dynamic models in Excel with live formula links that update automatically as new quarterly reports file.
  • Includes a docked side panel that displays the source SEC filing for any selected cell.
Asking Claude over MCP to compile a 20-page client proposal from live portfolio data.

3. 36 Native Read-Only MCP Tools for AI

  • Connect Claude, ChatGPT, Cursor, or internal AI agents directly to verified financial data.
  • Enforces deterministic data retrieval and verified-claim accounting across authored reports.
The live Portfolio Monitor workspace tracking multi-portfolio heatmaps, sector drift, and holdings news.

4. Institutional Portfolio Construction & Risk Engine

  • Simulate 5,000 empirical paths using block-bootstrap Monte Carlo resampling.
  • Multi-portfolio monitor with sector drift, ETF look-through decomposition, and multi-objective optimization across 10 targets under 11 constraints.

What is Metered

To support algorithmic development and quantitative pipelines, every Massari seat includes a generous monthly REST API quota. High-volume automated programmatic pipelines that exceed the monthly baseline quota are billed at transparent metered rates.

What Massari Replaces

  • Legacy 5-Seat Equity Pod: 5 Terminal seats × $24,000/yr = $120,000 / year.
  • Optimized Pod with Massari: 1 Trading Terminal ($24,000/yr) + 4 Massari Seats ($12,000/yr) = $36,000 / year.
  • Annual Budget Recovered: $84,000 (70% Savings)

Explore our plans or book a technical walkthrough with our engineering team at massari.ai/pricing.

The Bottom Line: Transparent Pricing for Serious Research

Financial research technology should have transparent pricing, clear contract terms, and straightforward seat expansion without forced enterprise negotiations.

Whether you are an independent fund manager subscribing to Massari Solo ($4,000/yr) or a buy-side research pod deploying Massari Team ($12,000/yr for 4 seats), every license includes unlimited access across all four primary surfaces: Web Terminal, Excel Add-in, 36 MCP Tools, and 20+ years of primary SEC filings.

Choose the plan that fits your desk and start your subscription at massari.ai/pricing.

See the plans · All notes

Book a meeting