The 24 Best Stock Research Websites for Financial Data
From industry giants like Bloomberg and Morningstar to modern specialized platforms like FinChat.io, this list covers and reviews a wide range of tools.
In today's fast-paced world, making informed investment decisions requires a comprehensive understanding of financial data, market trends, and company-specific performance indicators. With the myriad of stock research websites and financial data platforms available, finding the right one for your needs can be a daunting task.
This article presents a curated list of over 20 of the best stock research websites and terminals for financial data. We have analyzed each platform in detail, taking into account its unique features, pros and cons, pricing, and suitability for both professional and individual investors. Our aim is to help you find the perfect platform that aligns with your investment goals and research requirements.
From industry giants like Bloomberg and Morningstar to modern specialized platforms like FinChat.io, this list covers a wide range of tools and resources that cater to different investor needs. Each platform is analyzed in a consistent format, providing you with a comprehensive overview, making it easy for you to compare and choose the best one for your needs.
So, whether you are a seasoned professional or just starting out on your investment journey, our comprehensive guide will provide you with the insights you need to make informed decisions in the world of finance. Read on to discover the top stock research websites and terminals for financial data and elevate your investment research game!
1. FinChat.io - Best Overall and Best for Fundamentals Data
Overview: FinChat.io is a comprehensive financial research platform designed to provide investors with up to 20 years of financial data and company-specific key performance indicators (KPIs). The platform caters to individual investors, professionals, and platform builders.
FinChat was built by investors for investors to provide a beautiful web based research terminal that provides the right data and tools in the right place.
They have gone beyond the surface level data and dug deep into the numbers that move the needle like business segments, geographies and business driving KPIs.
In this guide, we will go through every feature one by one and explore specific use cases that will give investors an edge compared to traditional research software.
✅ Professional Investors
✅ Individual Investors
Pros:
- Extensive historical financial data
- Company-specific KPIs and segment data
- AI assistant custom-built for investing queries
- Intuitive and easy-to-use interface
- Most modern UI of any web based terminal
- Best source of fundamentals data for investors
Cons:
- No mobile app
- Not useful for active day traders
Pricing: FinChat.io offers three pricing plans.
- Free: Provides access to 5 years of financial data, 2 years of Segments & KPIs, 25 AI prompts per month, basic tools, and one dashboard.
- Plus: Priced at $24 per month (billed annually) or $29 per month (billed monthly), this plan offers 10 years of financial data, 5 years of Segments & KPIs, 250 AI prompts per month, unlimited dashboards, and advanced features.
- Pro: Priced at $61 per month (billed annually) or $79 per month (billed monthly), this plan offers up to 20 years of financial data, unlimited Segments & KPIs, unlimited AI prompts, Excel Add-in, and premium support.
- Platform: Tailored for platform builders, this plan includes API access and website widgets. Pricing is available upon contact.
Check out the pricing page for more information.
Summary:
1) FinChat.io is an excellent choice for investors who want to access detailed financial data, company-specific KPIs, and user-friendly research tools.
2) The comprehensive nature of the fundamental analysis tools provided by FinChat.io sets it apart from the competition, allowing investors to quickly and easily access all the data they need in one place.
3) Good value for money
FinChat.io offers the most complete KPI data set on the internet, which is triple-checked for accuracy, making it an invaluable resource for investors looking to make informed decisions.
The platform's customizability is top notch. Plus, the fact that everything auto-saves for when you come back is a huge time saver.
If there is an additional category “easiest on the eyes” - FinChat wins this category by making by far the most beautiful user interface we have seen.
Overall, FinChat.io's range of features, accuracy, and customization options make it an excellent choice for investors looking to make data-driven investment decisions. With the platform's help, investors can save time and focus on the analysis that matters most to their portfolios.
Try FinChat for free
Simply search a stock to analyze and see the magic 🚀
2. Ycharts - Best for Macroeconomic data
Overview: YCharts is a powerful and versatile financial data platform that offers a wide range of tools for stock and fund research, economic data analysis, and market insights. It caters to individual investors, professional advisors, and large firms.
✅ Professional Investors
❌ Individual Investors
Pros:
- Comprehensive financial data and research tools
- Customizable dashboards and reports
- Integration with Excel for advanced data analysis
- Robust index and mutual fund data
Cons:
- Pricing can be expensive for some users especially as you layer on features
- Steep learning curve
Pricing: YCharts offers three pricing tiers:
- Standard: Designed for individual investors, educators, and consultants, with access to select tools and data.
- Professional: Targeted at financial advisors, portfolio managers, CFAs, and CFPs, offering all tools and data.
- Enterprise: Best suited for advisor teams, home offices, asset management firms, and OCIOs, providing all tools and data with additional customization, firm-wide sharing, and compliance controls.
For detailed pricing information, please contact YCharts.
Summary:
✅ YCharts is an excellent platform for investors seeking comprehensive financial data, customizable research tools, and advanced analysis capabilities.
✅ Comprehensive macroeconomic data.
❌ The platform's pricing and complexity might not suit some individual investors or those looking for a more straightforward solution. 2-3x more expensive than FinChat.io typically for example.
3. Yahoo Finance Plus
Overview: Yahoo Finance Plus is a comprehensive financial research platform that offers advanced tools and insights to help investors navigate the markets. The platform caters to individual investors.
✅ Individual Investors
❌ Professional Investors
Pros:
- Research reports from Morningstar & Argus
- Enhanced charting with auto pattern recognition
- Historical financials & statistics with CSV export
- Unique company insights on leading indicators
- Advanced portfolio performance analysis tools
- Live chat support on desktop
- Ad-free Yahoo experience
Cons:
- Premium data coverage is limited to US equities
- Free trial requires cancellation to avoid subscription fees
Pricing: Yahoo Finance Plus offers two pricing plans:
- Lite: Priced at $20.83 per month, billed annually. Includes daily trade ideas based on your interests, fair value analysis for stocks, advanced portfolio performance analysis tools, Yahoo Finance community insights, enhanced alerts, live chat support on desktop, ad-free Yahoo experience, and 24/7 account support.
- Essential (Most Popular): Priced at $29.16 per month, billed annually. In addition to the features in the Lite plan, this plan includes research reports from Morningstar & Argus, enhanced charting with auto pattern recognition, historical financials & statistics with CSV export, unique company insights on leading indicators, and Market Digest newsletter.
Both plans offer a 14-day free trial. To avoid being charged the recurring subscription fee, cancel before the free-trial period ends.
Summary:
✅ Yahoo Finance Plus is an excellent choice for investors seeking advanced tools and insights, research reports, and unique company insights.
❌ The platform's premium data coverage is limited to US equities, and users must cancel the free trial to avoid subscription fees.
❌ Limited data history.
❌ Free tier is heavily covered in ads and data is not suitable for serious investing.
4. Finviz
Overview: Finviz is a financial visualization platform that offers a wide range of tools and features for investors and traders, including real-time quotes, advanced visualizations, backtesting, and more. The platform caters to individual investors, professionals, and enthusiasts.
✅ Professional Traders
❌ Professional Investors
✅ Individual Investors
Pros:
- Real-time and extended hours quotes
- Advanced charting with technical studies and interactivity
- Backtesting for profitability research on technical indicators
- Correlations tracking for stock performance
- Advanced screener with custom filters and data export
- Alerts and notifications via email
Cons:
- Free version has limited features and delayed data
- No mobile app
Pricing: Finviz offers three types of access:
- Free: Offers delayed quotes, charts, and screening, with limited features.
- Registered: Free registration provides access to additional features such as layout customization, portfolio management, and screener presets.
- Finviz*Elite: Priced at $39.50 per month (monthly subscription) or $24.96 per month (billed annually at $299.50). Elite subscription includes real-time data, advanced charts, backtesting, correlations, advanced screener, alerts, and an ad-free layout.
Summary:
✅ Finviz is an excellent choice for traders and investors seeking advanced visualization tools, real-time data, and backtesting capabilities.
❌ The free version offers limited features and delayed data, making it less suitable for serious investors.
❌ Outdated user interface.
5. TIKR
Overview: TIKR is a financial data platform that provides access to comprehensive financial data for over 100,000 global stocks across 6 regions, 92 countries, and 136 exchanges. The platform caters to individual investors, professionals, and enthusiasts.
✅ Professional Investors - can be used but not a great solution for Pros given data limitations
✅ Individual Investors
Pros:
- Access to extensive financial data for a wide range of stocks
- Multiple pricing plans to suit different needs
- Detailed Wall Street analyst estimates
- Access to company transcripts and filings
- Portfolio holdings of top funds and gurus
- Uses S&P data, which means it has wonderful coverage and high quality
Cons:
- Free plan has limited features and data coverage
- Slow pace of improvements
Pricing: TIKR offers three pricing plans:
- Free: Offers data for U.S. stocks, unlimited watchlists, 1 saved screen, top 40 funds' holdings, 5 years of financial history, 2 years of Wall Street analyst estimates, and 90 days of transcript history (U.S. only).
- Plus: Priced at $19.95 per month or $14.95 per month with an annual plan. Includes data for 100,000+ global stocks, 5 saved screens, 10,000+ funds' holdings, 10 years of financial charting, 3 years of Wall Street analyst estimates, and 3 years of global transcripts history.
- Pro: Priced at $39.95 per month or $29.95 per month with an annual plan. Offers all Plus features, unlimited saved screens, premium valuation metrics, 20 years of financial charting, detailed analyst estimates, management guidance, full global transcripts history, and priority support.
Summary:
✅ TIKR is a great choice for investors seeking extensive financial data, detailed analyst estimates, and access to global stock information.
✅ Uses S&P data.
❌ The free plan offers limited features and data coverage, making it less suitable for serious investors.
❌ The data is restricted to 10 years and just a few years quarterly.
❌ No segments and KPI data anymore. Leaving FinChat.io a much better choice for this level of granularity.
6. Stock Rover
Overview: Stock Rover is a powerful investment research platform that provides tools for finding, evaluating, and comparing investment opportunities. The platform offers a wide range of features, including powerful stock screening, comprehensive charting capabilities, portfolio management, and brokerage integration.
❌ Professional Investors
✅ Individual Investors
Pros:
- Extensive coverage of North American stocks, ETFs, and funds
- Customizable views and columns
- Real-time text and email alerts
- Advanced portfolio analytics and simulation tools
- Ad-free experience
Cons:
- Limited coverage of international stocks
- Outdated interface
Pricing: Stock Rover offers three pricing plans:
- Essentials: Priced at $7.99 per month, $79.99 per year, or $139.99 for 2 years. Provides access to over 8,500 North American stocks, 4,000 ETFs, 40,000 funds, 260+ financial metrics, 5 years of detailed financial history, and more.
- Premium: Priced at $17.99 per month, $179.99 per year, or $319.99 for 2 years. Includes all Essentials features, plus 90+ additional metrics, 10 years of detailed financial history, data export, ranked screening, advanced alerting, and more.
- Premium Plus: Priced at $27.99 per month, $279.99 per year, or $479.99 for 2 years. Offers all Premium features, along with 300+ additional metrics, custom metrics, equation screening, historical data screening, stock ratings, fair value & margin of safety calculations, and more.
Summary:
✅ Stock Rover is a decent choice for investors seeking powerful tools for analyzing North American stocks, ETFs, and funds.
❌ The platform's coverage of international stocks is limited, which may be a drawback for some investors.
❌ Outdated interface.
7. Koyfin - Best Bloomberg Alternative
Overview: Koyfin is a financial analytics platform that offers a wide range of tools for investors to gain insights into their investments. The platform provides advanced graphing, market dashboards, and various features for portfolio management and stock research.
✅ Professional Investors
✅ Individual Investors
Pros:
- Very customizable
- Hotkeys available
- Advanced graphing and charting capabilities
- Global market news coverage
- Customizable watchlists, screens, and dashboards
Cons:
- Limited features in the Free plan
- Steep learning curve
- Complex UI
Pricing: Koyfin offers three pricing plans:
- Free: $0 per month. Includes 2 watchlists, 2 screens, 2 dashboards, 2 chart templates, advanced graphing, and market dashboards.
- Plus: $39 per month. Offers 10 years of financials, unlimited watchlists, 10 metrics per watchlist, global market news, and full access to snapshots.
- Pro: $79 per month. Includes everything in the Plus plan, as well as unlimited custom formulas, US mutual fund data, mutual fund holdings, custom FA templates, and exclusive training webinars.
Summary:
✅ Koyfin is a versatile platform suitable for both professional and individual investors who need advanced functionality for portfolio management and stock research. Very customizable.
❌ The Free plan may have limited features for some users, requiring them to upgrade to a paid plan to unlock more functionality.
❌ Steep learning curve for those not familiar with using a Bloomberg Terminal
8. Bloomberg Terminal - Best for Institutions
Overview: Bloomberg Terminal is a global financial research platform that offers transparency to financial markets. With over four decades of experience, it provides fast access to news, data, unique insights, and trading tools for leading decision-makers.
Bloomberg Terminal's have become the de-facto platform - but are they really that good? Short answer, yes. If you can afford one and need advanced trading/communication capabilities.
✅ Professional Investors
❌ Individual Investors
Pros:
- Unparalleled coverage of markets, industries, and securities across all asset classes
- Access to research from over 1,500 sources and proprietary Bloomberg research
- Sophisticated pre- and post-trade analytics
Cons:
- High price, primarily targeting professionals and institutions
- Steep learning curve for new users
- Limited accessibility for individual investors
Pricing: Bloomberg Terminal does not publicly disclose its pricing. It is known for its high price, primarily targeting professionals and institutions. For detailed pricing information, request a demo. Typically, a terminal costs over $20,000 USD/year.
Summary:
✅ Bloomberg Terminal is an excellent choice for professional investors and institutions seeking comprehensive market coverage, research, and advanced analytics.
❌ The platform's high price and complexity might not suit individual investors or those looking for a more accessible solution.
9. Morningstar Investor
Overview: Morningstar is a leading investment research and management platform that provides independent analysis and data on various investment options, including stocks, mutual funds, ETFs, and bonds.
✅ Individual Investors
✅ Professional Investors
Pros:
- Comprehensive investment analysis and research
- A wide range of tools for portfolio management
- Coverage of multiple investment options, including stocks, mutual funds, ETFs, and bonds
Cons:
- Premium features require a paid subscription
- The user interface might not be as intuitive for some users
Pricing: Morningstar offers a free basic membership, as well as a premium membership available at $34.95 per month or $249 annually (save 41% over a monthly plan). Start your free 7-day trial.
Summary:
✅ Morningstar is suitable for both individual and professional investors looking for comprehensive investment research, analysis, and portfolio management tools.
✅ The platform offers a free basic membership, as well as a premium membership for more advanced features.
❌ Limitations given to this platform since they have a more premium product.
10. FactSet Quantitative Research - Runner Up for Institutions
Overview: FactSet Quantitative Research is a comprehensive end-to-end solution for investment professionals. It offers an integrated platform for researching, optimizing, and constructing portfolios that generate alpha. The solution combines leading data and analytics with integrated quantitative research tools to streamline workflows and enable users to find original insights and test ideas.
❌ Individual Investors
✅ Professional Investors
Pros:
- Integrated, end-to-end quantitative research solution
- Access to vast library of pre-calculated quantitative factors
- Integrated optimizer tools for portfolio construction
- Cloud-based data exploration and evaluation
- Machine learning tools for strategy building and deployment
Cons:
- Subscription fees might be high for some users
- The platform can be complex for those not familiar with quantitative research
Pricing: FactSet does not publicly disclose its pricing information. Contact their sales team for more information on their subscription plans.
Summary:
✅ FactSet Quantitative Research is a powerful and comprehensive solution for professional investors seeking an end-to-end platform for researching, optimizing, and constructing portfolios.
❌ The platform is not suitable for individual investors, as it is designed for professionals with a background in quantitative research.
11. MarketSmith
Overview: MarketSmith is an investment research platform designed to help individual investors streamline their stock research process. It offers in-depth stock charts, stock screeners, and various specialized lists. MarketSmith aims to help users find the best-performing stocks and identify optimal buy and sell points.
❌ Individual Investors
✅ Professional Investors
Pros:
- Comprehensive stock charts with fundamental data and investment strategies
- Powerful stock screeners to find stocks that match specific investment criteria
- Specialized lists for mutual funds, options, and industry groups
- Growth 250 list for high-potential stocks
- Email and mobile notifications for stock breakouts
- Free expert coaching with subscription
Cons:
- May be too advanced for novice investors
- Subscription fees might be high for some users
- Clunky Interface
Pricing:
- Trial: $29.95 for the first month
- Monthly: $149.95/month after the trial period ends
- Annual: $1,499/year (save $300 annually)
Summary:
✅ MarketSmith is a powerful investment research platform that offers comprehensive stock charts, stock screeners, and various specialized lists to help users identify high-performing stocks and optimal buy and sell points.
❌ The platform may be too advanced for novice investors, and its subscription fees might be high for some users.
❌ Clunky Interface. Given options available and this price point, this is a pass. Doesn't suit either individuals or pros well.
12. InvestingPro by Investing.com
Overview: Investing.com is a leading financial markets platform that provides real-time data, quotes, charts, financial tools, breaking news, and analysis across a wide range of asset classes. The platform recently launched its premium service, InvestingPro, which offers retail investors enhanced financial tools at an affordable price. InvestingPro aims to help retail investors more effectively compete with institutional investors by leveraging the data and resources previously available through Finbox.
✅ Individual Investors
❌ Professional Investors
Pros:
- Access to accurate, up-to-date information on over 60,000 publicly traded companies worldwide
- Largest repository of valuation models and risk metrics available online
- Fair Value Estimates using sophisticated financial modeling technology
- Health Checks, Peer Compare feature, and other premium investor tools
- Covers a wide range of asset classes, including stocks, commodities, cryptocurrencies, indices, bonds, funds, ETFs, and currencies
Cons:
- Subscription fees might be high for some users
- May be too advanced for novice investors
Pricing:
- Starting at $9 per month
Summary:
✅ InvestingPro offers retail investors enhanced financial tools at an affordable price, helping them more effectively compete with institutional investors. The platform provides access to accurate, up-to-date information on over 60,000 publicly traded companies worldwide and offers a wide range of premium investor tools.
❌ The Screener is great, but lacking other features outside of that.
13. S&P Capital IQ Pro - Best for Data APIs
Overview: S&P Capital IQ Pro is a powerful platform that provides unrivaled breadth and depth of data across various industries and asset classes. It combines essential intelligence on millions of data points, including public company financials, estimates, ownership, transactions, and deep industry data.
❌ Individual Investors
✅ Professional Investors
Pros:
- Comprehensive data on over 62,000 public and 50 million private companies
- Data on various industries, including financial institutions, insurance, energy, real estate, metals & mining, healthcare, industrials, consumer discretionary, and technology, media, and telecoms
- AI-powered document viewer and sophisticated search capabilities
- ESG and sustainability insights
- Supply chain intelligence via Panjiva
- Credit ratings, sustainability credit-related content, and research from S&P Global Ratings
- Macroeconomic data and country risk scores for over 200 countries and territories
- Real-time market prices
Cons:
- May be overwhelming for novice investors
- Pricing information not available on the website
Pricing:
- Pricing information not available on the website. Contact the company for details.
Summary:
✅ S&P Capital IQ Pro is a powerful platform designed for professional investors, offering comprehensive data on millions of data points across various industries and asset classes. The platform features AI-powered document viewer, sophisticated search capabilities, ESG insights, supply chain intelligence, credit ratings, and macroeconomic data.
❌ The platform may be overwhelming for novice investors, and pricing information is not available on the website.
❌ Very expensive.
14. Seeking Alpha PRO
Overview: Seeking Alpha PRO is a subscription-based service providing high-conviction ideas, contrarian research, and powerful insights for investors. The platform offers unrivaled market intelligence and superior analysis on small-cap stocks that may not be covered by other investment sites.
❌ Individual Investors
✅ Professional Investors
Pros:
- Coverage of thousands of small-cap stocks not found on other investment sites
- PRO team handpicks well-researched and compelling ideas from 100+ articles published daily
- Access to actionable ideas and insights from top authors
- Professional community for exchanging ideas, comments, and feedback on expert analysis
Cons:
- No advanced tools or features compared to other platforms
- Limited to Seeking Alpha's content and community for insights
- Sometimes the crowd-sourced research massively varies in quality.
Pricing:
- Annual subscription: $2,400
- 7-day free trial available for new PRO subscribers
Summary:
✅ Seeking Alpha PRO provides high-conviction ideas, contrarian research, and powerful insights from top authors and the Seeking Alpha community. It covers thousands of small-cap stocks not found on other investment sites, providing ample opportunities for exceptional returns.
❌ The platform lacks advanced tools and features compared to other platforms and relies solely on Seeking Alpha's content and community for insights.
15. TradingView - Best for Retail Day Traders
Overview: TradingView is a popular charting and social platform for traders, offering an extensive range of features, tools, and plans to cater to different levels of ambition. With powerful charting tools, real-time data, and a strong community, TradingView has become a go-to resource for traders of all experience levels.
✅ Traders
❌ Individual Investors
❌ Professional Investors
Pros:
- Wide range of charting tools and indicators for technical analysis
- Real-time data and multiple market coverage
- Active community for idea sharing and networking
- Mobile and desktop apps available
- Multiple subscription plans to cater to different needs
- Useful for traders
Cons:
- Some real-time data requires separate purchase
- Limited fundamental analysis tools
- Only useful for traders. Much better options for fundamental investors out there.
Pricing:
- Free: Basic features
- Essential: $12.95/month (annually) or $14.95/month (monthly)
- Plus: $24.95/month (annually) or $29.95/month (monthly)
- Premium: $49.95/month (annually) or $59.95/month (monthly)
- 30-day free trial available for Essential, Plus, and Pro plans
Summary:
✅ TradingView is a versatile platform catering to both individual and professional investors, with a wide range of charting tools, real-time data, and an active community. The platform offers multiple subscription plans to cater to different needs and ambition levels.
However, it does have limited fundamental analysis tools, and some real-time data requires a separate purchase
16. Barchart Trader
Overview: Barchart Trader is a comprehensive trading and data platform that provides users with access to a wide range of market data, tools, and analytics. The platform offers both delayed and real-time data options for futures, forex, equities, and indices. In addition to market data, Barchart Trader also offers premium news feeds for an additional fee.
✅ Professional Investors
❌ Individual Investors
❌ Individual Investors
Pros:
- Offers both delayed and real-time data options, catering to different investor needs and budgets
- Comprehensive market data coverage, including futures, forex, equities, and indices
- Premium news feeds available for deeper insights and market-moving news
Cons:
- Not suitable for individual investors due to its complexity and pricing
- Exchange fees are additional for real-time data, which could add up for professional investors
- Limited to paper trading for futures in the delayed data plan
Pricing:
- Barchart Trader // DELAYED: $89/month after trial
- Barchart Trader // REAL-TIME: $139/month after trial
Summary:
✅ Barchart Trader is a powerful platform for professional investors who require comprehensive market data and premium news feeds. The platform offers both delayed and real-time data options, accommodating different needs and budgets.
❌ However, Barchart Trader may not be the best option for individual investors due to its complexity and pricing structure. Additionally, exchange fees for real-time data can add up, and futures trading is limited to paper trading in the delayed data plan. Individual investors may find better-suited alternatives with more user-friendly interfaces and features tailored to their needs.
❌ Not suitable for investors who are buying and holding for the long term. The best platform for these types of investors not traders should absolutely be using FinChat.io given the price, power and ease of use.
17. The Street
Overview: The Street is a popular financial news and analysis platform offering a range of subscription services tailored to different investor types. The platform provides a wealth of educational content, market insights, and real-time trade alerts to help subscribers make informed investment decisions.
✅ Individual Investors
❌ Professional Investors
❌ Professional Investors
Pros:
- Suitable for all levels of investors, from beginners to seasoned professionals
- Offers a variety of subscription services, catering to different needs and budgets
- Provides educational content and informational resources to help users invest wisely
Cons:
- Not a dedicated stock research platform, primarily focused on news and analysis
- Does not offer advanced analytical tools or market data like some competitors
- Pricing for premium subscriptions could be a barrier for some individual investors
Pricing:
- Quant Ratings: $49.99/year
- Action Alerts PLUS: $199.99/year
- Real Money Pro: $799.99/year
Summary:
✅ The Street is a great option for both individual and professional investors who are looking for a platform that offers a wealth of educational content, market insights, and real-time trade alerts. With subscription services tailored to different investor types, The Street aims to help users invest wisely and make confident decisions.
❌ However, The Street is not a dedicated stock research platform, and it does not offer advanced analytical tools or market data like some of its competitors. Additionally, the pricing for premium subscriptions could be a barrier for some individual investors. Those looking for more comprehensive stock research tools may want to explore other options.
18. GuruFocus
Overview: GuruFocus is a comprehensive stock research platform that offers a range of tools and resources to help investors make informed investment decisions. The platform provides 30 years of financial data, access to a stock screener, real-time trade alerts, and comprehensive research tools, including backtesting and customizable fields.
✅ Individual Investors - but for the price, there is better options.
✅ Professional Investors - but not our first choice.
Pros:
- Comprehensive platform for stock research, with access to a range of tools and resources
- 30 years of financial data available for research and analysis
- Access to institutional investors' 13F holdings and 13D/G trading history
- Excel Add-In and API for customized queries
Cons:
- Higher pricing compared to some other stock research platforms offering what they have
- Limited customization fields available in lower-tier subscription plans
- Some users may find the platform interface somewhat complex
- Cluttered UI
Pricing:
- Premium: $499/year
- Premium Plus: $1,348/year
- Professional: $2,398/year
Summary:
✅ GuruFocus is an excellent platform for both individual and professional investors who need a comprehensive suite of tools and resources for stock research. With its customizable fields, backtesting tools, and institutional investors' 13F holdings, GuruFocus can provide a wealth of information to help investors make informed investment decisions.
❌ However, the platform may be more complex than some other options, and the higher pricing may be a barrier for some individual investors. Those looking for a more straightforward platform may want to explore other options.
❌ Cluttered interface
❌ Bad value for money
Use an even better guru investor tool
Give it a whirl, simply type an investor's name like "Warren Buffet"
19. StockCharts
StockCharts is a comprehensive charting and analysis platform for traders and investors. The platform offers a range of service levels and data plans to suit various needs and budgets. Here's a breakdown of the platform's features:
✅ Individual Investors
✅ Professional Investors
✅ Professional Investors
Pros:
- Offers a range of technical indicators and overlays
- Provides real-time data for major US exchanges
- Allows for customization of chart settings and styles
Cons:
- No advanced stock research tools
- Limited number of technical indicators and overlays for the free plan
- No fundamental analysis data
Pricing:
- Free: Limited access to technical indicators and overlays, delayed data for non-US markets
- Basic: $19.95/month
- Extra: $29.95/month
- PRO: $49.95/month
Summary:
✅ StockCharts is a great platform for traders and investors looking for a comprehensive charting and analysis tool. With a range of service levels and data plans to choose from, users can tailor their experience to their needs and budget. The platform's technical indicators and overlays, as well as its real-time data for major US exchanges, make it a valuable resource for active traders.
❌ However, StockCharts does not offer advanced stock research tools or fundamental analysis data, which may limit its appeal for some users. Additionally, the number of technical indicators and overlays available on the free plan is limited.
20. TipRanks
TipRanks is a research platform that offers investors various tools to make better data-driven investment decisions. The platform caters to both individual and professional investors, providing valuable insights for each group.
✅ Individual Investors
❌ Professional Investors
Pros:
- Premium and Ultimate plans offer comprehensive stock analysis, smart portfolio research, research tools, and daily expert insights.
- In-depth insider trading information and top analyst rankings available.
- Unlimited email alerts available with the Ultimate plan.
Cons:
- Pricing may be high for individual investors compared to other research platforms.
- Some advanced features only available with the Ultimate plan.
- Backtested results have inherent limitations and may not reflect actual trading results.
- Free plan littered with ads
- Gimmicky score system
- Not great value
Pricing:
TipRanks offers two paid plans - Premium and Ultimate.
- The Premium plan costs $30 per month and provides full access to all content packages, stock analysis tools, investment ideas, smart portfolio, research tools, daily insights, and expert center. It also includes up to 30 email alerts and priority support.
- The Ultimate plan costs $50 per month and includes all features of the Premium plan as well as additional features such as stock risk factor analysis, insider's hot stocks, popular website screener, research firm rankings, complete expert rankings, unlimited email alerts, PDF + CSV export, and VIP support.
✅ TipRanks is a great platform for investors who want to get in-depth insights into insider trading, top analyst rankings, and daily expert insights. The platform offers a comprehensive set of research tools that cater to both individual and professional investors. The unlimited email alerts and VIP support with the Ultimate plan make it an excellent choice for investors who need personalized support.
❌ However, the pricing may be too high for individual investors compared to other research platforms. Some advanced features are only available with the Ultimate plan, making it less accessible for individual investors who may not require all those features. Additionally, backtested results have limitations and may not reflect actual trading results, which is important to consider when using the platform's tool.
❌ We would avoid it for the free plan littered with ads, gimmicky score system and poor value for money.
21. MarketBeat
Overview: MarketBeat is a platform offering a wide range of stock research tools and financial news for investors. With its customizable newsletters and research tools, it helps investors stay informed and make better investment decisions.
❌ Professional Investors
✅ Individual Investors
Pros:
- Newsletter included
- Ample news provided
- Customizable newsletters and alerts
- Stock ideas and recommendations based on Wall Street analysts
Cons:
- Noisy with news and irrelevant indicators
Pricing: MarketBeat offers three pricing plans:
- Daily Ratings (FREE): Includes daily newsletter, up to 5 watchlist stocks, stock comparison tool, analysts' upgrades and downgrades, top news headlines, and insider buying & selling reports.
- Daily Premium ($199.00 per year): Offers everything in Daily Ratings, plus customized daily newsletter at 9:00 AM ET and 5:00 PM ET, unlimited watchlist stocks, premium stock filters, and Idea Engine.
- All Access Pass ($399.00 per year): Includes everything in Daily Premium, plus priority delivery of customized daily newsletter at 8:50 AM ET and 4:30 PM ET, stock screeners, and trending stock tools.
Summary:
✅ MarketBeat can work for individual investors who want a wide range of stock research tools, personalized news alerts, and expert recommendations. It is a worthwhile source of news, but not as a clean fundamental data terminal.
❌ Some users may need to subscribe to higher-tier plans to access more advanced features.
❌ Interface is cluttered with news and feels outdated.
❌ Stock ratings and sales tactics can feel slightly gimmicky for serious investors.
22. Simply Wall St
Overview: Simply Wall St is a platform that helps investors make informed decisions by providing visualized data on stocks and portfolios. With easy-to-understand infographics, it simplifies complex financial information and offers a range of features for portfolio management, stock research, and idea generation. It is good for beginners, but quickly drops off in function.
❌ Professional Investors
✅ Individual Investors
Pros:
- User-friendly interface with visualized data
- Global market access
- Curated investment ideas and sample portfolios
- Easy to understand graphics and data visualizations for retail investors
Cons:
- Limited company reports and portfolio analysis for the Free plan
- The warnings and ratings can
- The rating system can be highly inaccurate and not applicable for certain types of businesses
- Their methodology can be highly misleading for businesses that are very capital intensive.
Pricing: Simply Wall St offers three pricing plans:
- Free ($0): Includes global market access, 5 company reports per month, 5 portfolio stocks analyzed, and 5 watchlists.
- Premium ($10/month, billed yearly): Offers global market access, 30 company reports per month, 30 portfolio stocks analyzed, 5 watchlists, and stock screener.
- Unlimited ($20/month, billed yearly): Provides global market access, unlimited company reports, unlimited stocks analyzed, 5 watchlists, stock screener, and Excel & PDF export.
Summary:
✅ Simply Wall St is a user-friendly platform suitable for individual investors who want visually appealing and easy-to-understand stock research tools and portfolio management features.
✅ A great tool for beginner investors to learn the basics of important stock metrics in a visually appealing way.
❌ It does not scale well for professional investors who need to perform more serious analysis and dig into the numbers.
❌ The ratings and "warning" signs are not always accurate for businesses with nuance and capital intensive structures.
23. Wall Street Zen
Overview: Wall Street Zen is a platform that provides data-driven investing tools and insights. It offers features such as stock screening, top analyst recommendations, concise explanations of stock price movements, and important email updates for stocks on users' watchlists.
❌ Professional Investors
✅ Individual Investors
Pros:
- Access to forecasts and recommendations from top-performing analysts
- Stock screening and curated stock ideas
- Clear explanations of stock price movements
- Email updates for stocks on users' watchlists
Cons:
- Similar to SimplyWallSt, this does not scale well to serious investors
- There is issues with the way they categorize businesses simply for retail investors for investors who need to do real fundamental research.
Pricing: Wall Street Zen offers two pricing plans:
- Basic (Free): Offers a limited suite of stock research tools, including Zen Score and due diligence checks for 10 stocks, access to top-performing analyst forecasts, and 1 strong buy stock pick.
- Premium ($150 per year): Includes unlimited access to Zen Score and due diligence checks, forecasts and recommendations from top-performing analysts, one-sentence explanations of stock price movements, and important email updates for watchlist stocks.
Summary:
✅ Wall Street Zen is a helpful platform for professional and individual investors who want access to data-driven insights, stock research tools, and recommendations from top analysts.
❌ Their simple scoring can be gimmicky for investors.
❌ It is great for retail and beginner investors, but drops off quickly for those needing a full financial data platform.
24. Finbox
Overview: Finbox is a financial analysis platform that offers various tools and resources for investors, including fair value estimates, screeners, financial models, and access to extensive financial metrics. The platform is available in different plans, catering to different needs and regions.
✅ Professional Investors - but professionals should look elsewhere in our opinion.
✅ Individual Investors
Pros:
- Fair value estimates for stocks
- Unlimited screeners with various filters and columns
- Access to financial models and metrics
Cons:
- Data export feature only available in the Professional plan
- Can get very expensive to add other regions of coverage
- Pricing is incredibly convoluted and can add up with the gimmicky "data boost" option.
- Customer support is non-existent from our experience
Pricing: Finbox offers two pricing plans:
- Starter ($10 per month): Includes access to data for the U.S. region (additional regions can be added), fair value estimates for selected regions, unlimited screeners with all filters and columns for selected regions, online viewing and editing of financial models, and Explorer access for all metrics in selected regions. Data Boost is required for data export.
- Professional ($66 per month): Offers access to data for all regions, data export with Data Boost included, fair value estimates for all regions, unlimited screeners with all filters and columns, downloadable financial models and templates, and unrestricted access to Explorer metrics for any metric.
It should BE NOTED: That this pricing is not transparent as if you want regions outside of the U.S. and all the data included it can get up to $199/mo quickly making it a poor choice.
Summary:
✅ Finbox is a useful platform for both professional and individual investors who require extensive financial analysis tools, fair value estimates, and region-specific data.
❌ The Starter plan does not include data export features, requiring users to upgrade to the Professional plan for this functionality.
❌ The pricing is confusing and can get very expensive very quickly if you want more regions of data on stocks.
❌ Poor value for money and professional investors may not like the black box of estimates and fair values.
❌ We tested their customer support and requested information with no response.
Summary, who is the best and for what use case?
- The best overall platform is FinChat.io which also ranks the best for granular fundamentals data
- Ycharts wins best macroeconomic data
- Koyfin wins best terminal alternative
- S&P Capiq wins best data API service
- Bloomberg Terminal wins best institutional platform
Overall, the single best website for financial data is FinChat which has
- 35 Yrs of Financials, Segments, KPIs
- Unlimited Dashboards
- Export & Copy Tables
- Curated News, Filings & Transcripts
- Analyst Estimates & Ratings
- Request KPI Coverage
- Brand Kit
- Excel Add-in
- Premium Support
- And much more for investors
All in a BEAUTIFUL user interface.