incometelligence.com

Fundamental research and education for disciplined, long-term investing

Starter (free)

For beginners getting started with investing.

Includes:

  • Membership in the public IncomeTelligence community
  • Guidance on opening brokerage accounts
  • Assistance with completing Form W-8BEN for non-U.S. investors
  • Tips and tutorials designed for those new to investing
  • General investing education and platform orientation

Best for:

  • New investors getting started
  • Those exploring long-term investing concepts
  • Anyone deciding whether IncomeTelligence is the right fit

Educational content only. Strategies discussed involve risk and are not investment advice or performance guarantees.

Wealth Builder

For investors focused on building a strong long-term foundation

Includes:

  • Membership in a private, long-term stock investing community
  • Fair value estimates for ~50 fundamentally strong companies, updated quarterly
  • Historical analysis charts using up to 20 years of financial data
  • A structured investing guide covering fundamentals, valuation, and risk management
  • Education-focused insights to support buy/sell decisions (not trading signals)
  • One-time 30-minute private portfolio consultation (new members only – must be scheduled within 90 days of enrollment)

Best for:

  • Investors building core portfolios
  • Those focused on fundamentals and valuation
  • Long-term, buy-and-hold oriented investors

Educational content only. Strategies discussed involve risk and are not investment advice or performance guarantees.

Wealth Compounder

For investors looking to actively support compounding through income strategies

Includes everything in Wealth Builder, plus:

  • Education on structured income strategies, including the wheel strategy
  • Frameworks for combining long-term investing with disciplined income generation
  • Deeper discussions around risk, position sizing, and strategy execution

Best for:

  • Investors with an established portfolio foundation
  • Investors with larger account sizes suited for options-based strategies
  • Those interested in using options as a tool to support long-term compounding
  • Investors comfortable with added complexity and risk management

Educational content only. Strategies discussed involve risk and are not investment advice or performance guarantees.

Common Questions:

Do I need to know English to use this service?

We provide a bot for translations, and our website includes a language switcher for convenience. However, we recommend knowing some English, as certain financial terms may not translate accurately. Additionally, our translations rely on Google Translate, which may not always be perfect.

Why don’t you offer a monthly subscription?

Long-term investing requires patience and commitment. A monthly subscription often implies short-term focus, which doesn’t align with the principles of successful investing. We aim to foster a community dedicated to sustained growth over time, not just for a month.

Can I cancel my membership anytime?

Absolutely! You can cancel your membership anytime. Upon cancellation, your access will remain active until the end of your current billing cycle, ensuring you get the full value of your subscription. This allows you to explore the resources until the very last day of your membership period.

Can I access the service on any device?

Yes, our platform is web-based and mobile-optimized, allowing access from desktops, laptops, tablets, and smartphones. However, the fundamental research tools may work best on larger screens, such as desktops or laptops, for an optimal experience.

How often is the investment analysis updated?

We update our investment analysis on a quarterly basis, ensuring you have the latest data and insights to make informed decisions, typically within 1-2 weekdays after the company’s SEC filing.

Where do you get your financial data from?

We source our data from reputable financial data providers like S&P Global, NASDAQ Data, SEC filings, and other trusted platforms that provide accurate and up-to-date information.

Are your stock price data live?

No, the stock price data we provide is delayed and should not be used for placing trades. Please verify with real-time data sources for immediate trading decisions.

Do you provide financial and tax advice?

While we provide investment analysis and strategic guidance, we do not offer personalized financial or tax advice. We recommend consulting with a licensed financial advisor or tax professional for specific guidance in those areas.

How can I ask questions or get support?

You can reach out to us via email for technical support. For investment-related questions, we have a private community forum where we actively engage with users and provide assistance. Feel free to ask questions, share ideas, and connect with others in the community!