1. Overview
Flexible Scaling Solutions
As your business grows, you need flexible solutions to scale your financial data access. InsightSentry offers three primary approaches to meet your scaling needs, each designed for different use cases and growth patterns.
Available Options
- Custom Plan: Route all requests through your own infrastructure with custom limits and centralized data processing capabilities
- Organization API: Manage individual user subscriptions programmatically with volume discounts, custom plans, and simplified billing
- Data Package: Access dedicated WebSocket servers streaming 10k+ symbols for real-time data on US Equities, Crypto, or global markets
Mix and Match
You can combine different approaches to optimize costs and performance. For example, you can use centralized plans for heavy processing and Organization API for direct user access.
2. Custom Plan
Route all API requests and WebSocket connections through your own server infrastructure. This approach is ideal for applications that need centralized data processing and custom rate limits.
Use Cases
Custom Plans are perfect for applications that require intensive data processing or exceed standard plan limits.
Ideal For:
- Enhanced Control: Direct client connections to your backend give you complete oversight of incoming requests
- Complex Analytics: Data aggregation, transformation, and analysis across multiple symbols
- Centralized Processing: Single point of data collection feeding multiple downstream applications
Pricing
Custom Plans are custom-priced based on your specific requirements. Pricing scales with WebSocket symbols, request rates, and additional features.
Start Small, Scale Gradually
We recommend starting with lower limits and scaling up as your application grows. This approach helps optimize costs while ensuring adequate performance.
Contact Sales for Custom Plans
Each Custom Plan is tailored to your specific needs. Contact our sales team to discuss your requirements and receive a custom quote.
Features Include:
- Your existing API key with custom rate limits
- Enhanced WebSocket symbol allowances
- Priority support and dedicated account management
3. Organization API
Manage individual user subscriptions programmatically through our Organization API. Each user gets their own API access with dedicated limits. Assign standard plans (Pro, Ultra, Mega) or request custom plans tailored to your specific requirements, while you manage billing through a centralized credit system.
Use Cases
The Organization API is designed for businesses that need to provide financial data access to multiple individual users or clients.
How It Works
The Organization API operates on a credit-based system where you purchase credits and use them to create and manage user subscriptions.
Process Flow:
- Purchase Credits: Buy monthly credits via a recurring subscription you can pause or cancel without disrupting users. Credits are billed monthly, roll over if unused, and refunds for unused credits can be requested.
- Manage Users: Create, update, and assign plans (standard or custom) to users through the Organization API or dashboard — full programmatic control of user accounts and subscriptions.
- User Isolation & Billing: Each user gets a unique API key and dedicated limits. Billing and renewals are controlled by your integration; subscriptions do not auto-renew unless you trigger renewal when a user pays.
- Custom Plans:Contact us to create custom plans with specific rate limits, WebSocket connections, symbol allowances, and quotas tailored to your members' needs.
Documentation
For detailed API documentation, code examples, and implementation guides, please refer to our Organization API documentation.
ViewPricing & Discounts
Organization API pricing uses a credit-based system where 1 credit = $1.00 USD (base price). Credits are used to purchase subscription plans for your users, with significant volume discounts available for bulk purchases (up to 50% discount).
How Credits Work
Each subscription plan costs a specific number of credits per month. When you purchase credits in larger volumes, you receive tiered discounts that reduce your effective cost per credit.
Credit Cost Structure
| Plan | Credits Required | Base Cost | Cost at 50% Discount |
|---|---|---|---|
| Pro | 15 credits/month | $15.00 | $7.50 |
| Ultra | 25 credits/month | $25.00 | $12.50 |
| Mega | 50 credits/month | $50.00 | $25.00 |
Volume Discount Tiers
The more credits you purchase monthly, the greater your discount. Discounts are applied automatically based on your total monthly credit purchase quantity.
| Credits Range | Discount | Effective Cost per Credit | Example Monthly Cost |
|---|---|---|---|
| 1 - 500 | 0% | $1 | $500 (500 credits) |
| 501 - 1,000 | 10% | $0.90 | $900 (1,000 credits) |
| 1,001 - 1,500 | 20% | $0.80 | $1,200 (1,500 credits) |
| 1,501 - 2,000 | 30% | $0.70 | $1,400 (2,000 credits) |
| 2,001 - 2,500 | 40% | $0.60 | $1,500 (2,500 credits) |
| 2,501+ | 50% | $0.50 | $2,500 (5,000 credits) |
Important Notes
- • Credits must be purchased in increments of 10, with a minimum of 100 credits
- • Unused credits roll over to the next month
- • Credits are purchased via monthly recurring subscription (pause or cancel anytime)
- • Unused credits are refundable, minus any applicable transaction fees (10%).
Benefits
The Organization API provides significant operational and cost advantages compared to managing your own infrastructure.
Key Advantages:
- Easier Management: No need to manage dedicated WebSocket servers or API infrastructure which can be complex and costly
- Direct Connections: Users can connect directly to our highly available infrastructure
- User Isolation: You don't need to worry about your plan's limits as your user base grows
- Flexible Plans: Choose from standard plans or request custom plans with tailored limits and features for specific user groups
- Transparent Billing: Clear per-user costs with detailed usage tracking
Focus on Your Core Business
Let InsightSentry handle the financial data infrastructure while you focus on building great user experiences and growing your business.
4. Data Package
Access dedicated WebSocket servers with optional PubSub infrastructure for streaming 10,000+ symbols in real-time. Ideal for applications requiring massive-scale data access across US Equities, Cryptocurrency, or global markets.
Overview
Data Package provides your backend server with direct access to our dedicated WebSocket infrastructure designed for real-time data streaming.
What's Included:
- Dedicated WebSocket Server: Stream 10,000+ symbols 1 second OLHCV or Tick data and quote (L1) updates simultaneously
- Choose your Market: Access 10,000+ crypto symbols, US equities, or other global markets
- Optional PubSub: On-demand PubSub infrastructure for distributed architectures
- Custom Curation: Specialized data packages tailored to your market focus
Enterprise-Grade Infrastructure
Data Package leverages InsightSentry's infrastructure, providing high availability, low latency, and scalable real-time data delivery without the operational overhead.
Use Cases
Data Package is designed for applications that require massive-scale real-time data access across thousands of symbols.
Perfect For:
- Market Scanners: Real-time scanning across entire markets to identify trading opportunities and unusual activity
- Quantitative Analysis: Large-scale data collection for backtesting, research, and algorithmic strategy development
- Data Analytics Services: Aggregating and analyzing market-wide data for insights and reporting
- Distributed Systems: Microservices architectures needing PubSub for data distribution across services
Documentation
For complete technical specifications, integration guides, and setup instructions, please refer to our Data Package documentation.
View5. Hybrid Approach
Combine both Custom Plan and Organization API to create a powerful, cost-effective solution that maximizes performance while minimizing costs.
How It Works
Use Custom Plan for heavy data processing and analysis, while providing direct user access through the Organization API for personalized features.
Example Architecture
A typical hybrid deployment might use a Custom Plan for data aggregation, market scanning, and complex calculations, while providing individual users with direct API access through the Organization API for their personal portfolios and watchlists.
Use Case Example
Financial Advisory Platform
- Custom Plan: Analyze 1000+ stocks for market insights, generate daily reports, run screening algorithms
- Organization API: Each client access to Real-Time data via WebSocket for displaying charts and quotes.
- Result: Comprehensive market analysis + personalized client service
Best of Both Worlds
Hybrid approaches often provide the best cost-performance ratio, allowing you to optimize for both computational efficiency and user experience.
6. Getting Started
Choose the right approach for your business needs and get started with scalable financial data access.
Custom Plan
For centralized data processing and custom requirements
- Custom rate limits
- Priority support
- Centralized processing
- Fixed costs
Organization API
For user-based subscriptions and SaaS platforms
- Pay only when users pay
- Easier to scale
- Up to 50% discount
- Highly available
Data Package
For massive-scale real-time data streaming
- 10,000+ symbols real-time
- Low latency
- Optional PubSub infrastructure
- Custom market coverage
Hybrid Approach
Combine multiple approaches for maximum flexibility
- Best cost-performance ratio
- Centralized + direct access
- Optimize efficiency and UX
- Independent scaling
Need Help Choosing?
Our team can help you analyze your requirements and recommend the optimal scaling approach for your business. Contact us for a personalized consultation.