# Find My Moat investing tools

A static catalog of 362 investing research tools. Filter the records locally by name, alias, category, primary use case, asset type, platform, price, experience level, or audience.

Each record links to its Find My Moat profile. The catalog omits direct vendor and sponsored URLs. Check the verification date before relying on details that may change.

- Schema version: 1
- JSON catalog: https://www.findmymoat.com/agent-tools.json
- Developer guide: https://www.findmymoat.com/developers

## 10X EBITDA - Hedge Fund Presentations

A free archive of more than 100 hedge-fund and activist pitch decks. Use it to study how investors make a case, frame valuation, and argue for a catalyst. The material is educational and static, so it is not a source of current prices or recommendations.

- Profile: https://www.findmymoat.com/tools/10x-ebitda-hedge-fund-presentations
- Aliases: 10X EBITDA presentations, hedge fund pitch decks, activist investor presentations, hedge fund case studies, investment banking presentations
- Categories: Education, Playbooks & Case Studies, Videos, Blogs
- Primary use cases: research reports, fundamental research, stock research, investment research workspace
- Asset types: Stocks
- Platforms: Web
- Prices: Free
- Experience levels: Beginner, Intermediate, Advanced
- Target audience: Students/Researchers, Analysts
- Source verified: 2026-08-23

## 13F Insight

13F Insight pulls institutional holdings, insider trades, and ownership filings into one research workspace. Its AI can answer questions with filing citations, but the filings arrive late and the generated summaries still need a check against the SEC documents.

- Profile: https://www.findmymoat.com/tools/13f-insight
- Aliases: 13FInsight, 13F Insight AI, 13F AI agent, institutional holdings AI, hedge fund holdings tracker
- Categories: Data Visualizations, Watchlist, Institutional Ownership, Regulatory Filings Monitoring, News, Alerts, Insider Data, AI Research, Education, Blogs
- Primary use cases: investor holdings research, AI research workspace, stock research, market monitoring, portfolio alerts
- Asset types: Stocks, ETFs, Options, Bonds
- Platforms: Web, API
- Prices: Free, Subscription, Other
- Experience levels: Beginner, Intermediate, Advanced
- Target audience: Retail Traders, Pro Retail, Value Investors, Growth Investors, Analysts
- Source verified: 2026-08-23

## Addepar

Addepar is a professional portfolio system for RIAs, family offices, private banks, asset managers, and institutions. It brings accounting, reporting, trading, alternative assets, client portals, and firm data together, with pricing and implementation handled through sales.

- Profile: https://www.findmymoat.com/tools/addepar
- Aliases: Addepar wealth management, Addepar Trading, Addepar Navigator, Addepar API, Addepar client portal
- Categories: Wealth Management, Portfolio, Advisor Operations, Data Visualizations, Tax Lots / Lot Optimization, APIs & Data Feeds, Broker Connectors
- Primary use cases: advisor client reporting, portfolio tracking, portfolio analytics, broker-connected trading, market data API, long-term portfolio tracking
- Asset types: Stocks, Bonds, ETFs, Mutual Funds, Closed-End Funds, Funds, Currencies, Private Funds, Real Estate, Options, Futures, Cryptos
- Platforms: Web, Mobile, API
- Prices: Other
- Experience levels: Intermediate, Advanced
- Target audience: Institutional Investors, Financial Advisors, RIAs / Wealth Firms, Family Offices, Asset Managers
- Source verified: 2026-08-23

## Ahrefs

Ahrefs gives investors a way to check the web demand around digital businesses, publishers, marketplaces, SaaS companies, and consumer brands. It measures search traffic, keywords, backlinks, and AI visibility. Those numbers are estimates, not company filings or a portfolio system.

- Profile: https://www.findmymoat.com/tools/ahrefs
- Aliases: Ahrefs Webmaster Tools, Ahrefs Site Explorer, Ahrefs API, Brand Radar AI, website traffic checker
- Categories: App & Website Traffic, APIs & Data Feeds
- Primary use cases: market monitoring, financial data API, AI agent data access, research reports, AI research workspace
- Asset types: Other
- Platforms: Web, Desktop, API
- Prices: Free, Subscription
- Experience levels: Beginner, Intermediate, Advanced
- Target audience: Not specified
- Source verified: 2026-08-23

## AJ Bell

AJ Bell offers UK dealing, ISA, LISA, junior, trust, company, and pension accounts. It suits investors who want many wrappers and long-term administration, with percentage charges, capped custody, £5 share trades, £1.50 fund trades, and tiered FX.

- Profile: https://www.findmymoat.com/tools/aj-bell
- Aliases: AJ Bell broker, AJ Bell ISA, AJ Bell SIPP, AJ Bell Youinvest
- Categories: Brokerage, Portfolio, Watchlist, Advanced Order Types, Downloadable Tax Reports
- Primary use cases: brokerage trading, portfolio tracking, portfolio watchlists, market monitoring
- Asset types: Stocks, ETFs, Bonds, Mutual Funds
- Platforms: Web, Mobile
- Prices: Other
- Experience levels: Beginner, Intermediate, Advanced
- Target audience: Not specified
- Source verified: 2026-08-23

## Alpha Spread

Alpha Spread combines DCF and relative-value estimates, stock reports, screens, alerts, analyst forecasts, watchlists, and a company-question assistant. Free use is metered weekly.

- Profile: https://www.findmymoat.com/tools/alpha-spread
- Aliases: AlphaSpread, Alpha Spread valuation, intrinsic value calculator, DCF valuation tool, AI stock valuation
- Categories: Stock Ideas, Screeners, Stock Comparison, Watchlist, Alerts, Valuation Models, Financials, Transcripts, Analyst Forecasts, Analyst Ratings & Price Targets, Insider Data, Dividends, AI Research, AI Chat
- Primary use cases: valuation modeling, fair value research, fundamental research, stock screening, AI research workspace, portfolio alerts
- Asset types: Stocks
- Platforms: Web, API
- Prices: Free, Subscription, Other
- Experience levels: Beginner, Intermediate
- Target audience: Retail Traders, Pro Retail, Long-term Investors, Value Investors, Analysts, Students/Researchers
- Source verified: 2026-08-23

## Alpha Vantage

Alpha Vantage is an API-first source for market and economic data. Developers, students, quants, and analysts can pull stocks, funds, FX, crypto, options, commodities, fundamentals, news, sentiment, and macro series with one key. The free quota is small, and commercial use needs separate licensing.

- Profile: https://www.findmymoat.com/tools/alpha-vantage
- Aliases: AlphaVantage, Alpha Vantage API, free stock API, market data API, financial API key
- Categories: APIs & Data Feeds, News, News Sentiment, Market Sentiment, Calendar, IPO, Dividends, Splits, Corporate Actions & Special Situations, Macro Data, Yield Curves, Options, ETF Analysis, Financials, Insider Data, Transcripts, Sheets / Excel Add-ins, Education
- Primary use cases: market data API, financial data API, historical market data, options data, fundamentals data, AI agent data access
- Asset types: Stocks, ETFs, Mutual Funds, Options, Currencies, Cryptos, Commodities, Funds
- Platforms: Web, API
- Prices: Free, Subscription, Other
- Experience levels: Beginner, Intermediate, Advanced
- Target audience: Retail Traders, Institutional Investors, Quants/Developers, Analysts, Students/Researchers
- Source verified: 2026-08-23

## AlphaResearch

AlphaResearch puts filings, transcripts, press releases, estimates, news, insider trades, ownership, and fund holdings in one searchable workspace. It is aimed at document-heavy research. Global coverage and spreadsheet add-ins require Enterprise, and the premium trial asks for a card.

- Profile: https://www.findmymoat.com/tools/alpharesearch
- Aliases: Alpha Research, AlphaResearch.io, AI SEC filings search, earnings call transcript search, filings sentiment analysis
- Categories: AI Research, Improved Filings, Transcripts, Filing Sentiment, Screeners, Financials, Analyst Forecasts, Insider Data, Institutional Ownership, ETF Analysis, News, Notes & Highlights, Shared Workspaces, Sheets / Excel Add-ins
- Primary use cases: AI research workspace, earnings transcript research, fundamental research, stock screening, insider and institutional tracking
- Asset types: Stocks, ETFs, Mutual Funds
- Platforms: Web
- Prices: Free, Subscription, Other
- Experience levels: Intermediate, Advanced
- Target audience: Pro Retail, Analysts, Institutional Investors, Hedge Funds, Asset Managers, Students/Researchers
- Source verified: 2026-08-23

## AlphaSense

AlphaSense is a research system for institutional investors, strategy teams, consultants, investor-relations teams, and corporate researchers. It searches broker research, expert transcripts, filings, news, financial data, and private documents. Annual pricing is handled by sales.

- Profile: https://www.findmymoat.com/tools/alphasense
- Aliases: Alpha Sense, AlphaSense Generative Search, AlphaSense Deep Research, AlphaSense Workflow Agents, AlphaSense Agent API, AlphaSense for PowerPoint, AlphaSense for Excel, Tegus transcripts, Canalyst models
- Categories: News, Alerts, Screeners, Financials, Transcripts, Watchlist, Data Visualizations, AI Research, AI Chat, APIs & Data Feeds, Sheets / Excel Add-ins
- Primary use cases: AI research workspace, investment research workspace, earnings transcript research, research reports, financial data API, fundamental research
- Asset types: Stocks
- Platforms: Web, Mobile, API
- Prices: Other
- Experience levels: Intermediate, Advanced
- Target audience: Institutional Investors, Analysts, Asset Managers, Hedge Funds
- Source verified: 2026-08-23

## AmiBroker

AmiBroker is Windows desktop software for technical analysis and systematic trading. It supports AFL scripts, charts, screens, portfolio backtests, optimization, Monte Carlo tests, automation, and external data sources. Licenses are perpetual, but market data and exchange fees are separate.

- Profile: https://www.findmymoat.com/tools/amibroker
- Aliases: AmiBroker, AmiBroker pricing, AFL backtesting software, technical analysis backtesting, AmiBroker Professional Edition
- Categories: Data Visualizations, Screeners, Backtesting, Quant, Monte Carlo, Risk Metrics, Correlation, Alerts, Auto-Trading & Bots, APIs & Data Feeds, Broker Connectors
- Primary use cases: strategy backtesting, technical analysis, technical screening, charting, quant research, broker-connected trading
- Asset types: Stocks, Futures, Mutual Funds, Currencies
- Platforms: Desktop
- Prices: One-time
- Experience levels: Intermediate, Advanced
- Target audience: Retail Traders, Pro Retail, Day Traders, Swing Traders, Algo Traders, Quants/Developers
- Source verified: 2026-08-23

## ApeWisdom

ApeWisdom tracks ticker mentions across Reddit, WallStreetBets-style forums, crypto communities, and 4chan /biz. It is useful for seeing where retail attention is moving. Mentions are noisy, so a leaderboard is not a view on value or price direction.

- Profile: https://www.findmymoat.com/tools/apewisdom
- Aliases: Ape Wisdom, wallstreetbets tracker, Reddit stock sentiment, 4chan biz tracker, WSB trending stocks
- Categories: Stock Ideas, Market Sentiment, Reddit, APIs & Data Feeds
- Primary use cases: market monitoring, stock research, investment news, financial data API, portfolio alerts
- Asset types: Stocks, ETFs, Cryptos
- Platforms: Web, API
- Prices: Free
- Experience levels: Beginner, Intermediate
- Target audience: Not specified
- Source verified: 2026-08-23

## Asset Allocation Interactive (AAI)

Use AAI to compare long-term return forecasts and build model portfolios across asset classes. It does not pick stocks, place trades, track taxes, or monitor a live portfolio.

- Profile: https://www.findmymoat.com/tools/asset-allocation-interactive-aai
- Aliases: Research Affiliates AAI, Syzygy AAI, Asset Allocation Interactive, capital market expectations, Research Affiliates expected returns, AAI Hub
- Categories: Valuation Models, Data Visualizations, Portfolio
- Primary use cases: portfolio analytics, valuation modeling, research reports, market monitoring, fund research
- Asset types: Stocks, Bonds, Commodities, Futures, Currencies, Real Estate, Hedge Funds, Private Funds, Other
- Platforms: Web
- Prices: Free
- Experience levels: Intermediate, Advanced
- Target audience: Retail Traders, Pro Retail, Institutional Investors, Financial Advisors, Analysts, Students/Researchers
- Source verified: 2026-09-02

## AUM 13F

AUM 13F is a low-cost filing research app for asset managers, institutional holdings, private funds, real-estate managers, and LP relationships. It brings together AUM, 13F holdings, EDGAR, IAPD, CAFR-sourced portfolios, source links, and alerts. The underlying filings are still delayed and incomplete.

- Profile: https://www.findmymoat.com/tools/aum-13f
- Aliases: AUM13F, AUM 13F subscription, 13F AUM tracker, institutional holdings tracker, asset manager 13F holdings
- Categories: Institutional Ownership, Insider Data, Improved Filings, Watchlist, Alerts, Data Visualizations
- Primary use cases: investor holdings research, fundamental research, stock research, portfolio alerts, market monitoring
- Asset types: Stocks, ETFs, Hedge Funds, Private Funds, Real Estate, Funds
- Platforms: Web
- Prices: Free, Subscription
- Experience levels: Intermediate, Advanced
- Target audience: Institutional Investors, Analysts
- Source verified: 2026-08-23

## Autochartist

Autochartist scans markets for chart patterns, technical setups, economic events, and news sentiment. Brokers and trading platforms can use it to provide signals, alerts, position sizing, and MetaTrader or API integrations. Access usually comes through a broker, direct subscription, or commercial agreement.

- Profile: https://www.findmymoat.com/tools/autochartist
- Aliases: Autochartist premium, Autochartist signals, Autochartist API, Autochartist MetaTrader plugin, technical analysis market scanner
- Categories: Screeners, Stock Ideas, Alerts, Calendar, News Sentiment, Position Sizing, APIs & Data Feeds, Zapier / Make
- Primary use cases: technical screening, technical analysis, alerts, market monitoring, broker-connected trading, financial data API
- Asset types: Stocks, ETFs, Currencies, Commodities, Futures, Cryptos, Other
- Platforms: Web, Desktop, Mobile, API
- Prices: Other
- Experience levels: Intermediate, Advanced
- Target audience: Retail Traders, Pro Retail, Day Traders
- Source verified: 2026-08-23

## BamSEC

BamSEC speeds up SEC filing and transcript research in a web workspace. Its useful pieces are document search, filing redlines, table extraction, ownership data, watchlists, alerts, highlights, and shareable source links. Most professional features sit behind Pro or Enterprise.

- Profile: https://www.findmymoat.com/tools/bamsec
- Aliases: Bam SEC, BamSEC Pro, SEC filing search, EDGAR document search, filing redlines
- Categories: Screeners, Stock Ideas, Improved Filings, Diff View, Transcripts, Financials, Insider Data, Institutional Ownership, Corporate Actions & Special Situations, IPO, Alerts, Watchlist, Notes & Highlights
- Primary use cases: fundamental research, earnings transcript research, stock research, insider and institutional tracking, portfolio alerts, research reports
- Asset types: Stocks, Funds
- Platforms: Web
- Prices: Free, Subscription, Other
- Experience levels: Intermediate, Advanced
- Target audience: Institutional Investors, Pro Retail, Analysts, Financial Advisors, Students/Researchers
- Source verified: 2026-08-23

## Bank of England

The Bank of England site is the primary free source for UK monetary-policy decisions, MPC minutes, Monetary Policy Reports, rates, exchange rates, statistics, and yield-curve files. It is a reference source for macro research, not a trading app. Some series arrive as downloads rather than through a complete API.

- Profile: https://www.findmymoat.com/tools/bank-of-england
- Aliases: BoE, Bank of England statistics, Bank Rate history, UK yield curves, Bank of England database
- Categories: Macro Data, Yield Curves, Calendar, APIs & Data Feeds, Official Sources
- Primary use cases: market data API, financial data API, market monitoring, historical market data, research reports
- Asset types: Bonds, Currencies, Other
- Platforms: Web, API
- Prices: Free
- Experience levels: Beginner, Intermediate, Advanced
- Target audience: Institutional Investors, Analysts, Students/Researchers, Pro Retail, Retail Traders
- Source verified: 2026-08-23

## Bank of Japan (BOJ)

The Bank of Japan site publishes Japan's monetary-policy releases, meeting calendar, statistics, charts, time-series downloads, and API access. It is useful for primary-source rates, FX, money stock, TANKAN, balance-of-payments, and central-bank data. It is not a security research or trading terminal.

- Profile: https://www.findmymoat.com/tools/bank-of-japan-boj
- Aliases: BOJ, Bank of Japan statistics, BOJ Time-Series Data Search, BOJ API, Japan central bank data
- Categories: Macro Data, Calendar, Alerts, Data Visualizations, APIs & Data Feeds, Official Sources
- Primary use cases: market data API, financial data API, market monitoring, historical market data, research reports
- Asset types: Bonds, Currencies, Other
- Platforms: Web, API
- Prices: Free
- Experience levels: Beginner, Intermediate, Advanced
- Target audience: Retail Traders, Pro Retail, Institutional Investors, Analysts, Students/Researchers
- Source verified: 2026-08-23

## BankAnalysis

BankAnalysis is an early-access research app for U.S. bank stocks. It combines standardized bank financials, bank-specific ratios, filings, earnings calls, screens, peer comparisons, charts, branch maps, and a cited AI analyst called Jamie. The waitlist is open and public pricing is not posted.

- Profile: https://www.findmymoat.com/tools/bankanalysis
- Aliases: Bank Analysis AI, BankAnalysis Jamie, bank stock screener, bank financials MCP, US bank research platform
- Categories: Stock Ideas, Screeners, Stock Comparison, Data Visualizations, Financials, Transcripts, Improved Filings, AI Research, AI Chat, APIs & Data Feeds
- Primary use cases: stock screening, fundamental research, earnings transcript research, AI research workspace, AI agent data access, financial data API
- Asset types: Stocks
- Platforms: Web, API
- Prices: Other
- Experience levels: Intermediate, Advanced
- Target audience: Retail Traders, Pro Retail, Institutional Investors, Analysts, Long-term Investors, Value Investors, Quality Investors, Students/Researchers
- Source verified: 2026-08-23

## Barchart cmdtyView

Barchart cmdtyView is built around physical and exchange-traded commodity markets. It combines futures data, physical prices, charts, news, economic data, and workflows for agriculture, energy, metals, procurement, trading, and risk teams. It is not aimed at ordinary stock research.

- Profile: https://www.findmymoat.com/tools/barchart-cmdtyview
- Aliases: cmdtyView, cmdtyView Pro, cmdtyView for Excel, Barchart commodities platform, physical commodity prices
- Categories: Data Visualizations, Options, News, Calendar, Sheets / Excel Add-ins, Broker Connectors
- Primary use cases: market monitoring, charting, technical analysis, investment news, broker-connected trading
- Asset types: Commodities, Futures, Options
- Platforms: Web, Desktop, Mobile
- Prices: Subscription
- Experience levels: Intermediate, Advanced
- Target audience: Institutional Investors, Analysts, Asset Managers, Hedge Funds, Pro Retail
- Source verified: 2026-08-23

## Barron's

Barron's combines Dow Jones market reporting with stock ideas, portfolio coverage, newsletters, mobile reading, and a market-data area for quotes, funds, bonds, commodities, currencies, and crypto. It works best as an editorial research subscription, not as a broker or modeling terminal. Promotions and premium add-ons can change the price.

- Profile: https://www.findmymoat.com/tools/barrons
- Aliases: Barrons, Barron's Investor Circle, Barron's stock picks, Dow Jones investing publication, Barron's Market Data Center
- Categories: News, Alerts, Newsletters, Data Visualizations, Stock Ideas, Screeners, ETF Screeners, Watchlist, Macro Data
- Primary use cases: investment news, research reports, stock screening, ETF screening, analyst ratings, market monitoring
- Asset types: Stocks, ETFs, Mutual Funds, Funds, Bonds, Commodities, Currencies, Cryptos
- Platforms: Web, Mobile
- Prices: Subscription
- Experience levels: Beginner, Intermediate, Advanced
- Target audience: Retail Traders, Pro Retail, Long-term Investors
- Source verified: 2026-08-23

## Beanvest

Beanvest gives long-term investors a compact quality-investing framework. Its stock reports score moat, pricing power, predictability, financial strength, capital allocation, and management, then add fair-value labels and a quality screen. Coverage is selective, premium data is gated, and there is no free trial.

- Profile: https://www.findmymoat.com/tools/beanvest
- Aliases: Beanvest, Beanvest pricing, quality investing screener, quality score stocks, fair value stock research
- Categories: Screeners, Stock Ideas, Scores, Valuation Models
- Primary use cases: stock research, fair value research, quant ratings, valuation modeling, stock screening, fundamental research
- Asset types: Stocks
- Platforms: Web
- Prices: Free, Subscription
- Experience levels: Beginner, Intermediate
- Target audience: Retail Traders, Pro Retail, Long-term Investors, Quality Investors, Value Investors
- Source verified: 2026-08-23

## Benzinga

Benzinga is a real-time market-news and trading-data service for active traders, investors, developers, and data buyers. It covers alerts, scanners, calendars, squawk, options activity, analyst actions, filings, transcripts, and APIs. Real-time tools require a paid plan or add-on, and Benzinga does not provide portfolio accounting.

- Profile: https://www.findmymoat.com/tools/benzinga
- Aliases: Benzinga Pro, Benzinga newsfeed, Benzinga squawk, Benzinga API, Why Is It Moving
- Categories: News, Alerts, News Sentiment, Calendar, Screeners, Watchlist, Options, Dividends, Splits, IPO, Corporate Actions & Special Situations, Guidance / Pre-announcements, Financials, Transcripts, Insider Data, Short Interest, US Government Trades, Analyst Ratings & Price Targets, APIs & Data Feeds, Webhooks
- Primary use cases: investment news, market monitoring, alerts, options data, market data API, stock screening
- Asset types: Stocks, Options, Futures, Cryptos
- Platforms: Web, Mobile, API
- Prices: Subscription, Other
- Experience levels: Beginner, Intermediate, Advanced
- Target audience: Retail Traders, Pro Retail, Day Traders, Swing Traders, Long-term Investors, Quants/Developers, Algo Traders
- Source verified: 2026-08-23

## Berkshire Hathaway Archive (Memorex)

Berkshire Hathaway Archive by Memorex is a free searchable collection of Warren Buffett shareholder letters and Berkshire annual-meeting transcripts. Search it for the company's thinking on capital allocation, incentives, moats, management, insurance, and long-term investing. It covers one company, not the wider market.

- Profile: https://www.findmymoat.com/tools/berkshire-hathaway-archive-memorex
- Aliases: Berkshire Memorex, Berkshire Hathaway letters search, Warren Buffett letters archive, Berkshire annual meeting transcripts, Buffett semantic search
- Categories: Transcripts, AI Research, Education
- Primary use cases: earnings transcript research, investment research workspace, research reports, fundamental research, AI research workspace
- Asset types: Stocks
- Platforms: Web
- Prices: Free
- Experience levels: Beginner, Intermediate, Advanced
- Target audience: Not specified
- Source verified: 2026-08-23

## BIS Data Portal

The Bank for International Settlements' free data portal covers banking, credit, debt, derivatives, liquidity, property prices, exchange rates, central banks, and payments. It includes charts, downloads, a release calendar, and an SDMX API.

- Profile: https://www.findmymoat.com/tools/bis-data-portal
- Aliases: BIS Data Portal, BIS API, BIS statistics, global financial statistics, SDMX API
- Categories: APIs & Data Feeds, Data Visualizations, Calendar, Macro Data, Official Sources
- Primary use cases: financial data API, historical market data, market monitoring, AI agent data access, fundamental research
- Asset types: Currencies, Bonds, Real Estate, Options, Futures, Other
- Platforms: Web, API
- Prices: Free
- Experience levels: Intermediate, Advanced
- Target audience: Analysts, Quants/Developers, Institutional Investors, Students/Researchers
- Source verified: 2026-08-23

## BizToc

BizToc aggregates business and finance stories in a configurable grid and chronological Wire feed. It also provides a market snapshot, imagery view, search, RSS, and a RapidAPI feed. Users should open the original publisher before relying on a story.

- Profile: https://www.findmymoat.com/tools/biztoc
- Aliases: BizToc, BizToc Wire, business news aggregator, finance news API, BizToc RapidAPI
- Categories: News, Market Sentiment, Reddit, APIs & Data Feeds
- Primary use cases: investment news, market monitoring, alerts, AI agent data access, research reports
- Asset types: Stocks, Bonds, Commodities, Cryptos, Other
- Platforms: Web, Mobile, API
- Prices: Free, Subscription
- Experience levels: Beginner, Intermediate, Advanced
- Target audience: Retail Traders, Pro Retail
- Source verified: 2026-08-23

## Bloomberg (Europe)

Bloomberg Europe is the regional Bloomberg.com newsroom and app experience. It offers European and global business reporting, market snapshots, watchlists, alerts, TV, radio, podcasts, newsletters, and Businessweek. It is a media subscription, not Bloomberg Terminal, execution, or institutional data access.

- Profile: https://www.findmymoat.com/tools/bloomberg-europe
- Aliases: Bloomberg, Bloomberg News, Bloomberg Businessweek, Bloomberg Markets, Bloomberg Europe
- Categories: News, Alerts, Calendar, Watchlist, Newsletters, Videos
- Primary use cases: investment news, market monitoring, portfolio watchlists, alerts, research reports
- Asset types: Stocks, ETFs, Mutual Funds, Bonds, Commodities, Currencies, Futures, Cryptos
- Platforms: Web, Mobile
- Prices: Free, Subscription
- Experience levels: Beginner, Intermediate, Advanced
- Target audience: Retail Traders, Pro Retail, Analysts
- Source verified: 2026-08-23

## BMO InvestorLine

BMO InvestorLine is BMO's Canadian self-directed brokerage with web and mobile trading, research, registered accounts, and linked BMO funding. Standard stock and ETF trades cost $9.95, active traders may pay $3.95, and selected ETFs can be commission-free. FX and low-balance fees still affect the total cost.

- Profile: https://www.findmymoat.com/tools/bmo-investorline
- Aliases: BMO Investor Line, BMO brokerage, InvestorLine
- Categories: Brokerage, Portfolio, Watchlist, Options, Downloadable Tax Reports
- Primary use cases: brokerage trading, options data, portfolio tracking, portfolio watchlists
- Asset types: Stocks, ETFs, Options, Mutual Funds, Bonds, Commodities
- Platforms: Web, Mobile
- Prices: Other
- Experience levels: Beginner, Intermediate, Advanced
- Target audience: Not specified
- Source verified: 2026-08-23

## Börsdata

Börsdata gives investors long-history Nordic fundamentals, ratios, screens, ownership, insider and short-selling data, technical charts, reports, watchlists, calendars, and spreadsheet or API access. It is strongest for Nordic equities. Global data, holdings, Excel or Sheets workflows, and the REST API depend on the plan.

- Profile: https://www.findmymoat.com/tools/b-rsdata
- Aliases: Borsdata, Börsdata Premium, Börsdata Pro, Börsdata API, Nordic stock screener
- Categories: Screeners, Stock Ideas, Data Visualizations, Index Rebalancing, Watchlist, Institutional Ownership, Insider Data, Short Interest, Corporate Actions & Special Situations, Financials, Valuation Models, Dividends, Improved Filings, News, Calendar, Macro Data, APIs & Data Feeds, Sheets / Excel Add-ins
- Primary use cases: global stock screening, stock screening, fundamental research, financial data API, dividend analysis, technical analysis
- Asset types: Stocks, Commodities, Currencies, Cryptos, Other
- Platforms: Web, API
- Prices: Free, Subscription, Other
- Experience levels: Beginner, Intermediate, Advanced
- Target audience: Retail Traders, Pro Retail, Institutional Investors, Day Traders, Swing Traders, Long-term Investors, Value Investors, Dividend Investors, Growth Investors, Quality Investors, Analysts, Quants/Developers, Students/Researchers
- Source verified: 2026-08-23

## Bridgewater Associates

Bridgewater's public site is a research library, not a self-serve way to invest with Bridgewater. It is useful for reading the firm's macro work on Pure Alpha, All Weather, risk parity, inflation, monetary policy, debt cycles, and systematic investing. The site does not open Bridgewater mandates to ordinary investors.

- Profile: https://www.findmymoat.com/tools/bridgewater-associates
- Aliases: Bridgewater research, Bridgewater Daily Observations, Bridgewater macro insights, Ray Dalio Bridgewater, All Weather Pure Alpha
- Categories: Wealth Management, Blogs, Videos, Newsletters, Performance During Crisis
- Primary use cases: research reports, investment news, market monitoring
- Asset types: Hedge Funds
- Platforms: Web
- Prices: Other, Free
- Experience levels: Beginner, Intermediate, Advanced
- Target audience: Not specified
- Source verified: 2026-08-23

## Business Quant

Business Quant covers U.S. company fundamentals, operating KPIs, segment data, analyst estimates, institutional ownership, and insider trades. It is useful when company-specific operating measures matter alongside standard financial statements. The free plan limits KPI history and API usage, while paid plans increase history and usage allowances.

- Profile: https://www.findmymoat.com/tools/business-quant
- Aliases: BusinessQuant, Business Quant pricing, Business Quant API, US stock KPI data, operating metrics screener
- Categories: Screeners, Stock Comparison, Data Visualizations, Financials, Scores, Flags, Institutional Ownership, Insider Data, APIs & Data Feeds
- Primary use cases: stock screening, fundamentals data, financial data API, investor holdings research, insider and institutional tracking, valuation modeling
- Asset types: Stocks
- Platforms: Web, API
- Prices: Free, Subscription
- Experience levels: Beginner, Intermediate, Advanced
- Target audience: Not specified
- Source verified: 2026-08-23

## BUX

BUX is an app-first European broker available in eight countries. It supports whole and fractional shares and commission-free monthly Investment Plan purchases. The three plans change the monthly fee, asset charge, order types, FX markup, and cash interest, so the cheapest headline plan is not always the cheapest account.

- Profile: https://www.findmymoat.com/tools/bux
- Aliases: BUX Zero, BUX investing, BUX broker
- Categories: Brokerage, Portfolio, Watchlist, Downloadable Tax Reports
- Primary use cases: brokerage trading, portfolio tracking, portfolio watchlists
- Asset types: Stocks, ETFs
- Platforms: Mobile
- Prices: Free, Subscription
- Experience levels: Beginner, Intermediate
- Target audience: Not specified
- Source verified: 2026-08-23

## BuySide Digest - Hedge Fund Letter Database

BuySide Digest is a free searchable collection of hedge-fund letters, manager commentary, tickers, themes, quarters, 13F context, and investment pitches. It is useful for qualitative idea work and alerts when new letters appear. The documents are public, delayed, and opinions rather than live signals.

- Profile: https://www.findmymoat.com/tools/buyside-digest-hedge-fund-letter-database
- Aliases: BuySide Digest, BuySide Digest hedge fund letters, hedge fund letter database, investor letter database, buy side investment pitches
- Categories: Stock Ideas, News, Newsletters, Institutional Ownership, Watchlist, Alerts
- Primary use cases: investment news, research reports, investor holdings research, stock research, market monitoring
- Asset types: Stocks, ETFs
- Platforms: Web
- Prices: Free
- Experience levels: Beginner, Intermediate, Advanced
- Target audience: Not specified
- Source verified: 2026-08-23

## Calcbench

Calcbench extracts and standardizes financial data and disclosure text from SEC filings. Users can trace values to source documents, compare filings, work in Excel, or license API access separately.

- Profile: https://www.findmymoat.com/tools/calcbench
- Aliases: Calcbench, Calcbench pricing, SEC filing data API, XBRL financial statement data, Calcbench Excel add-in
- Categories: Financials, Improved Filings, Diff View, Stock Comparison, Flags, Management Compensation, APIs & Data Feeds, Sheets / Excel Add-ins
- Primary use cases: fundamentals data, fundamental research, financial data API, AI agent data access, valuation modeling, research reports
- Asset types: Stocks
- Platforms: Web, Desktop, API
- Prices: Free, Subscription, Other
- Experience levels: Intermediate, Advanced
- Target audience: Institutional Investors, Analysts, Quants/Developers, Students/Researchers
- Source verified: 2026-08-23

## camelcamelcamel (UK)

camelcamelcamel UK tracks Amazon UK prices for shoppers, ecommerce researchers, and consumer-product analysts. It supplies price history, drop alerts, wishlist imports, RSS, bookmarklets, and the Camelizer extension. It can add pricing context to a consumer-company thesis, but it is not a fundamentals feed or investing terminal.

- Profile: https://www.findmymoat.com/tools/camelcamelcamel-uk
- Aliases: CamelCamelCamel, Camelizer, Amazon UK price tracker, Amazon price history, Amazon price alerts
- Categories: Alerts, Data Visualizations, Other
- Primary use cases: market monitoring, research reports
- Asset types: Other
- Platforms: Web
- Prices: Free
- Experience levels: Beginner, Intermediate, Advanced
- Target audience: Not specified
- Source verified: 2026-08-23

## CapEdge

CapEdge combines SEC filings, transcripts, financials, ownership data, IPO tracking, ETF exposure, and short-interest data. It is free, but some tables require an account.

- Profile: https://www.findmymoat.com/tools/capedge
- Aliases: Cap Edge, SEC filing search, EDGAR filing screener, IPO roadshows, Finsight CapEdge
- Categories: Screeners, Stock Comparison, Data Visualizations, Financials, Improved Filings, Diff View, Filing Sentiment, Transcripts, Institutional Ownership, Insider Data, Short Interest, Which ETF includes this Stock?, ETF Analysis, News, Alerts, Calendar, IPO, Corporate Actions & Special Situations
- Primary use cases: fundamental research, earnings transcript research, stock screening, insider and institutional tracking, portfolio alerts, research reports
- Asset types: Stocks, ETFs, Bonds, Funds
- Platforms: Web, Mobile
- Prices: Free
- Experience levels: Intermediate, Advanced
- Target audience: Retail Traders, Pro Retail, Institutional Investors, Long-term Investors, Value Investors, Growth Investors, Analysts, Students/Researchers
- Source verified: 2026-09-02

## Capitol Trades

Capitol Trades tracks U.S. congressional trading disclosures under the STOCK Act. Filter trades by politician, issuer, chamber, party, committee, state, asset, transaction type, sector, size, and filing details. Disclosures can arrive after the trade, and reported amounts are ranges rather than exact fills.

- Profile: https://www.findmymoat.com/tools/capitol-trades
- Aliases: CapitolTrades, politician stock trades, congress trading tracker, STOCK Act disclosures, 2iQ Capitol Trades
- Categories: US Government Trades, News, Blogs, Newsletters
- Primary use cases: insider and institutional tracking, market monitoring, investment news, stock research
- Asset types: Stocks, ETFs, Mutual Funds, Options, Cryptos, Bonds, Private Funds, Other
- Platforms: Web
- Prices: Free
- Experience levels: Beginner, Intermediate
- Target audience: Retail Traders, Pro Retail, Analysts, Students/Researchers
- Source verified: 2026-08-23

## Cash App

Cash App Investing is a U.S. beginner brokerage inside the Cash App. It offers stocks, ETFs, Bitcoin, fractional shares, recurring buys, Round Ups, and tax forms. The tradeoff is simplicity: there are no options, bonds, advanced research, broad order types, portfolio analytics, or international access.

- Profile: https://www.findmymoat.com/tools/cash-app
- Aliases: Cash App Investing, Cash App stocks, Cash App Bitcoin, fractional shares Cash App, Cash App brokerage
- Categories: Brokerage, Portfolio, Downloadable Tax Reports
- Primary use cases: brokerage trading, portfolio tracking, broker-connected trading, market monitoring
- Asset types: Stocks, ETFs, Cryptos
- Platforms: Mobile, Web
- Prices: Free
- Experience levels: Beginner, Intermediate
- Target audience: Not specified
- Source verified: 2026-08-23

## CatalystWire

CatalystWire scans UK RNS announcements and groups them by possible catalysts. It also provides company, archive, short-position, meeting, and newswire views. Public pages do not state durable account prices or document a developer API.

- Profile: https://www.findmymoat.com/tools/catalystwire
- Aliases: CatalystWire, CatalystWire RNS, RNS scanner, London Stock Exchange RNS alerts, UK catalyst alerts
- Categories: News, Regulatory Filings Monitoring, Alerts, AI Research
- Primary use cases: investment news, alerts, market monitoring, AI research workspace, research reports
- Asset types: Stocks
- Platforms: Web
- Prices: Free
- Experience levels: Intermediate, Advanced
- Target audience: Swing Traders, Pro Retail
- Source verified: 2026-08-23

## CB Insights

CB Insights is an enterprise intelligence service for strategy, innovation, venture, corporate development, M&A, and investment teams. It maps private and public companies, investors, deals, markets, and competitive signals, with AI scouting and workflow integrations. Pricing and data-feed scope are commercial discussions.

- Profile: https://www.findmymoat.com/tools/cb-insights
- Aliases: CBI, CB Insights pricing, CB Insights API, ChatCBI, private company intelligence
- Categories: APIs & Data Feeds, Sheets / Excel Add-ins, Screeners, Data Visualizations, Corporate Actions & Special Situations, Newsletters, AI Research
- Primary use cases: investment research workspace, AI research workspace, research reports, market monitoring, financial data API
- Asset types: Stocks, Other
- Platforms: Web, Mobile, API
- Prices: Other
- Experience levels: Beginner, Intermediate, Advanced
- Target audience: Not specified
- Source verified: 2026-08-23

## Cbonds

Cbonds is a bond-data service for professional and private investors. Search bonds, quotes, yields, ratings, new issues, events, watchlists, and portfolios. Companies can also license API and file feeds or an Excel add-in.

- Profile: https://www.findmymoat.com/tools/cbonds
- Aliases: Cbonds bond screener, Cbonds API, Cbonds Premium, global bond database, bond data feed
- Categories: Screeners, Yield Curves, Credit Ratings & Outlooks, New Issues & Calendars, Portfolio, Watchlist, APIs & Data Feeds, Sheets / Excel Add-ins
- Primary use cases: fundamental research, global stock screening, market monitoring, financial data API, portfolio watchlists
- Asset types: Bonds, Stocks, ETFs, Mutual Funds
- Platforms: Web, Mobile, API
- Prices: Free, Other
- Experience levels: Intermediate, Advanced
- Target audience: Analysts, Institutional Investors, Asset Managers, Financial Advisors, Pro Retail
- Source verified: 2026-08-23

## CEO Watcher

CEO Watcher organizes US insider transactions by historical forward returns, win rates, trade patterns, and filing context. A free weekly newsletter covers selected trades; paid access adds search, feeds, Discord, alerts, and a daily pre-market email.

- Profile: https://www.findmymoat.com/tools/ceo-watcher
- Aliases: CEO Watcher, CEO Watcher pricing, insider trading returns, Form 4 insider alerts, insider trade ranking
- Categories: Insider Data, Alerts, News, Newsletters, Scores, Regulatory Filings Monitoring
- Primary use cases: insider and institutional tracking, alerts, investment news, stock research, market monitoring
- Asset types: Stocks
- Platforms: Web
- Prices: Free, Subscription
- Experience levels: Intermediate, Advanced
- Target audience: Not specified
- Source verified: 2026-08-23

## CEO.CA

CEO.CA combines Canadian small-cap chat rooms with market data for TSX, TSXV, and CSE issuers. It offers watchlists, news, SEDI insider filings, private placements, mobile access, and paid Level II depth. Community posts are leads, not research, and Pro pricing varies by exchange coverage.

- Profile: https://www.findmymoat.com/tools/ceo-ca
- Aliases: CEO CA, CEO.CA Pro, Canadian small cap forum, SEDI insider filings, TSXV Level II
- Categories: Order Book / Level II, News, Alerts, Insider Data, Watchlist, Forums, Videos, Blogs
- Primary use cases: market monitoring, alerts, insider and institutional tracking, investment news, portfolio watchlists
- Asset types: Stocks, ETFs
- Platforms: Web, Mobile
- Prices: Free, Subscription
- Experience levels: Beginner, Intermediate, Advanced
- Target audience: Not specified
- Source verified: 2026-08-23

## CFPB Consumer Complaint Database

The CFPB Consumer Complaint Database publishes complaints about consumer financial products and services. Users can study complaints by company, product, issue, geography, response, and narrative through the site, a CSV download, or the API. The CFPB does not verify the consumer's account.

- Profile: https://www.findmymoat.com/tools/cfpb-consumer-complaint-database
- Aliases: CFPB complaints, Consumer Complaint Database, CFPB complaint API, consumer finance complaints, financial services complaint data
- Categories: APIs & Data Feeds, Data Visualizations, Regulatory Filings Monitoring, Official Sources
- Primary use cases: financial data API, market monitoring, fundamental research, AI agent data access
- Asset types: Other
- Platforms: Web, API
- Prices: Free
- Experience levels: Beginner, Intermediate, Advanced
- Target audience: Not specified
- Source verified: 2026-08-23

## Chaikin Analytics

Chaikin Analytics centers on the Power Gauge rating and combines stock and ETF research, market analysis, newsletters, model portfolios, tactical publications, and money-flow ideas. It suits investors who want fundamental, technical, and money-flow signals together. Access and price depend on the publication.

- Profile: https://www.findmymoat.com/tools/chaikin-analytics
- Aliases: Chaikin, Power Gauge, Chaikin Power Gauge, Power Gauge Investor, PowerFeed, Chaikin Money Flow
- Categories: Stock Ideas, Screeners, ETF Screeners, ETF Analysis, Scores, Quant, Data Visualizations, Money Flow, Market Sentiment, Portfolio, Watchlist, Newsletters, News, Videos
- Primary use cases: quant ratings, stock research, technical analysis, market monitoring, portfolio watchlists, research reports
- Asset types: Stocks, ETFs
- Platforms: Web
- Prices: Other
- Experience levels: Intermediate, Advanced
- Target audience: Retail Traders, Pro Retail, Swing Traders, Growth Investors, Long-term Investors
- Source verified: 2026-08-23

## Changeflow (Trackly)

Changeflow, formerly Trackly, monitors web pages, PDFs, feeds, and API endpoints. It summarizes detected changes for review. It does not supply market prices or execute trades.

- Profile: https://www.findmymoat.com/tools/changeflow-trackly
- Aliases: Changeflow, Trackly, Changeflow pricing, regulatory intelligence monitoring, AI website change detection
- Categories: Alerts, News, Regulatory Filings Monitoring, Insider Data, Institutional Ownership, Transcripts, AI Research, AI Chat, APIs & Data Feeds, Webhooks
- Primary use cases: alerts, market monitoring, AI research workspace, AI agent data access, investment news, research reports
- Asset types: Stocks, Other
- Platforms: Web, API, Other
- Prices: Free, Subscription, Other
- Experience levels: Beginner, Intermediate, Advanced
- Target audience: Institutional Investors, Analysts, Quants/Developers, Asset Managers, Hedge Funds
- Source verified: 2026-08-23

## Charles Schwab

Charles Schwab combines a U.S. brokerage, research, screeners, tax workflows, thinkorswim, paper trading, alerts, market data, and Trader API access. It suits investors who want one regulated account for long-term investing and active trading. It is a broker, not an open market-data API.

- Profile: https://www.findmymoat.com/tools/charles-schwab
- Aliases: Charles Schwab, Schwab brokerage, thinkorswim, paperMoney, Schwab Developer Portal
- Categories: Brokerage, Portfolio, Watchlist, Options, Paper Trading, Advanced Order Types, Smart/Direct Routing, News, Alerts, Calendar, Order Book / Level II, Videos, Blogs, Newsletters, Screeners, APIs & Data Feeds
- Primary use cases: brokerage trading, paper trading, broker-connected trading, market monitoring, financial data API, portfolio analytics
- Asset types: Stocks, ETFs, Options, Futures, Mutual Funds, Bonds, Currencies, Cryptos
- Platforms: Web, Mobile, Desktop, API
- Prices: Free
- Experience levels: Beginner, Intermediate, Advanced
- Target audience: Retail Traders, Pro Retail, Day Traders, Swing Traders, Long-term Investors, Index/Passive Investors, Financial Advisors, Quants/Developers
- Source verified: 2026-08-23

## ChartMill

ChartMill is a browser screener and charting service for U.S., Canadian, and European stocks and some ETFs. It supports technical and fundamental screens, swing-trading ideas, watchlists, alerts, dashboards, ratings, and strategy templates. It is still a research tool, not a broker or full portfolio ledger.

- Profile: https://www.findmymoat.com/tools/chartmill
- Aliases: ChartMill stock screener, ChartMill subscription, technical fundamental screener, swing trading screener, ChartMill ratings
- Categories: Screeners, Stock Ideas, Stock Comparison, Data Visualizations, Scores, Valuation Models, Watchlist, Alerts, News, Calendar, Market Sentiment, Dividends, Splits, Financials, Analyst Forecasts, Analyst Ratings & Price Targets, Insider Data, Institutional Ownership, Short Interest, Backtesting, Position Sizing, Education, Blogs, Videos
- Primary use cases: stock screening, technical screening, charting, stock research, portfolio alerts, strategy backtesting
- Asset types: Stocks, ETFs
- Platforms: Web
- Prices: Free, Subscription
- Experience levels: Beginner, Intermediate, Advanced
- Target audience: Retail Traders, Pro Retail, Day Traders, Swing Traders, Long-term Investors, Growth Investors, Value Investors, Dividend Investors
- Source verified: 2026-08-23

## ChartsMaze

ChartsMaze combines Indian stock screeners, market breadth, sector and industry analytics, watchlists, and official Relative Rotation Graphs. The permanent free tier excludes RRG, but a partner-linked 14-day Premium trial is available without a card.

- Profile: https://www.findmymoat.com/tools/chartsmaze
- Aliases: Charts Maze, ChartsMaze RRG, India RRG screener, Nifty RRG chart
- Categories: Screeners, Data Visualizations, Stock Comparison, ETF Comparison, Market Sentiment, Watchlist
- Primary use cases: charting, technical analysis, technical screening, market maps, ETF screening, market monitoring
- Asset types: Stocks, ETFs
- Platforms: Web, Mobile
- Prices: Free, Subscription
- Experience levels: Beginner, Intermediate, Advanced
- Target audience: Retail Traders, Pro Retail, Swing Traders, Day Traders
- Source verified: 2026-09-05

## Chittorgarh.com

Chittorgarh.com covers Indian IPOs, FPOs, rights issues, NCDs, bonds, broker reviews, subscriptions, and GMP estimates. Use the exchange, registrar, and prospectus to verify issue facts. The site does not provide a public API.

- Profile: https://www.findmymoat.com/tools/chittorgarh-com
- Aliases: Chittorgarh, Chittorgarh IPO, Chittorgarh IPO GMP, India IPO portal, Chittorgarh broker reviews
- Categories: IPO, Corporate Actions & Special Situations, News, New Issues & Calendars, Blogs
- Primary use cases: stock research, investment news, market monitoring, alerts, research reports
- Asset types: Stocks, Bonds
- Platforms: Web, Mobile
- Prices: Free
- Experience levels: Beginner, Intermediate, Advanced
- Target audience: Not specified
- Source verified: 2026-08-23

## CIBC Investor's Edge

CIBC Investor's Edge is CIBC's Canadian bank brokerage with web and mobile trading, research, registered accounts, and linked-bank funding. Standard stock and ETF trades cost $6.95, active traders may pay $4.95, and selected ETFs can be commission-free. Options, FX, and account fees add to the real cost.

- Profile: https://www.findmymoat.com/tools/cibc-investors-edge
- Aliases: CIBC Investors Edge, CIBC brokerage, Investor's Edge
- Categories: Brokerage, Portfolio, Watchlist, Options, Downloadable Tax Reports
- Primary use cases: brokerage trading, options data, portfolio tracking, portfolio watchlists
- Asset types: Stocks, ETFs, Options, Mutual Funds, Bonds, Commodities
- Platforms: Web, Mobile
- Prices: Other
- Experience levels: Beginner, Intermediate, Advanced
- Target audience: Not specified
- Source verified: 2026-08-23

## CME FedWatch

CME FedWatch converts 30-Day Fed Funds futures into market-implied probabilities for upcoming FOMC rate outcomes. It is useful for rates and macro monitoring, with a free web tool and paid end-of-day or intraday APIs. The probabilities are market pricing, not Fed guidance.

- Profile: https://www.findmymoat.com/tools/cme-fedwatch
- Aliases: CME FedWatch, FedWatch Tool, Fed rate probability, FOMC probability tool, FedWatch API
- Categories: Macro Data, APIs & Data Feeds, Official Sources
- Primary use cases: market monitoring, market data API, financial data API, historical market data, AI agent data access
- Asset types: Futures
- Platforms: Web, API
- Prices: Free, Subscription, Other
- Experience levels: Beginner, Intermediate, Advanced
- Target audience: Retail Traders, Pro Retail, Institutional Investors, Analysts, Quants/Developers, Asset Managers, Hedge Funds
- Source verified: 2026-08-23

## CommSec

CommSec is Commonwealth Bank's Australian self-directed broker. Domestic shares are CHESS-sponsored, while international trades use a separate custodied account. Domestic costs vary by settlement method, and international orders add market-based brokerage plus 0.55% FX.

- Profile: https://www.findmymoat.com/tools/commsec
- Aliases: Commonwealth Securities, CommSec International Shares
- Categories: Brokerage, Portfolio, Watchlist, Options, Downloadable Tax Reports
- Primary use cases: brokerage trading, options data, portfolio tracking, portfolio watchlists
- Asset types: Stocks, ETFs, Options
- Platforms: Web, Mobile
- Prices: Other
- Experience levels: Beginner, Intermediate, Advanced
- Target audience: Not specified
- Source verified: 2026-08-23

## ConsumerAffairs

Read customer opinions about a company's products and customer service. Look for the same complaint appearing again and again, changes in review tone, and how the company responds. This is qualitative alternative data, not a customer-satisfaction survey.

- Profile: https://www.findmymoat.com/tools/consumeraffairs
- Aliases: Consumer Affairs, ConsumerAffairs reviews, ConsumerAffairs for Brands, authorized partner reviews, consumer review data, customer sentiment alternative data, customer opinion research
- Categories: Employee/Consumer Reviews
- Primary use cases: research reports, market monitoring, stock research
- Asset types: Other
- Platforms: Web
- Prices: Free, Other
- Experience levels: Beginner, Intermediate, Advanced
- Target audience: Not specified
- Source verified: 2026-09-02

## Corner of Berkshire & Fairfax (COBF)

Corner of Berkshire & Fairfax is a value-investing forum about Berkshire, Fairfax, stock ideas, books, and related topics. Public boards are readable. Private rooms and active participation require paid membership.

- Profile: https://www.findmymoat.com/tools/corner-of-berkshire-fairfax-cobf
- Aliases: COBF, Corner of Berkshire and Fairfax, Berkshire Fairfax forum, value investing forum, COBF membership
- Categories: Forums, Blogs
- Primary use cases: investment research workspace, stock research, fundamental research, investment news, research reports
- Asset types: Stocks
- Platforms: Web
- Prices: Free, Subscription
- Experience levels: Beginner, Intermediate, Advanced
- Target audience: Not specified
- Source verified: 2026-08-23

## Damodaran - Cost of Capital by Sector (US)

This NYU Stern table provides U.S. industry averages for beta, cost of equity, cost of debt, capital structure, tax rate, and cost of capital. It can supply starting assumptions for a DCF, but it is an annual reference rather than a company calculator or live feed.

- Profile: https://www.findmymoat.com/tools/damodaran-cost-of-capital-by-sector-us
- Aliases: Damodaran WACC, cost of capital by sector, industry WACC dataset, NYU Stern WACC, Aswath Damodaran cost of capital
- Categories: Valuation Models, Financials, Macro Data, Education
- Primary use cases: valuation modeling, fair value research, fundamental research, fundamentals data, stock research
- Asset types: Stocks, Real Estate
- Platforms: Web
- Prices: Free
- Experience levels: Beginner, Intermediate, Advanced
- Target audience: Not specified
- Source verified: 2026-08-23

## Damodaran Online (NYU Stern)

Damodaran Online is Aswath Damodaran's free NYU Stern library of valuation and corporate-finance models. It includes datasets, equity and country-risk premiums, betas, multiples, spreadsheets, and teaching notes. It supports manual valuation work, not live screening or portfolio monitoring.

- Profile: https://www.findmymoat.com/tools/damodaran-online-nyu-stern
- Aliases: Aswath Damodaran, Damodaran data, Damodaran valuation models, equity risk premium Damodaran, country risk premium Damodaran
- Categories: Valuation Models, Financials, Macro Data, Education, Videos, Blogs
- Primary use cases: valuation modeling, fair value research, fundamentals data, research reports, historical market data, fundamental research
- Asset types: Stocks, Bonds, Commodities, Real Estate
- Platforms: Web
- Prices: Free
- Experience levels: Beginner, Intermediate, Advanced
- Target audience: Not specified
- Source verified: 2026-08-23

## Danelfin

Danelfin scores stocks and ETFs from 1 to 10 based on its estimate of three-month market outperformance. Use the score, rankings, screens, alerts, and API for idea generation. It is a signal layer, not a complete investment process.

- Profile: https://www.findmymoat.com/tools/danelfin
- Aliases: Danelfin AI, AI Score, Danelfin API, AI stock picker, Best Stocks Strategy
- Categories: Stock Ideas, Screeners, Portfolio, Watchlist, Alerts, Scores, ETF Analysis, APIs & Data Feeds
- Primary use cases: quant ratings, AI research workspace, stock screening, ETF screening, portfolio alerts, financial data API
- Asset types: Stocks, ETFs
- Platforms: Web, API
- Prices: Free, Subscription
- Experience levels: Beginner, Intermediate, Advanced
- Target audience: Not specified
- Source verified: 2026-08-23

## Databento

Databento delivers normalized live and historical exchange data through APIs, files, and client libraries. It is aimed at developers, quants, and trading firms that need ticks, order books, bars, instrument definitions, corporate actions, or raw packets across supported equity, options, and futures venues.

- Profile: https://www.findmymoat.com/tools/databento
- Aliases: Databento API, Databento market data, exchange market data API, full order book data, tick data API
- Categories: APIs & Data Feeds, Order Book / Level II, Options, Dividends, Splits
- Primary use cases: market data API, historical market data, options data, quant research, AI agent data access
- Asset types: Stocks, ETFs, Options, Futures
- Platforms: Web, API
- Prices: Subscription, One-time
- Experience levels: Intermediate, Advanced
- Target audience: Quants/Developers, Algo Traders, Institutional Investors, Hedge Funds
- Source verified: 2026-08-23

## DATAROMA

DATAROMA is a focused tracker for superinvestor 13F portfolios, portfolio changes, and insider buying. It is handy for finding managers and ideas to investigate. Verify the filing date, position size, and current fundamentals before drawing a conclusion.

- Profile: https://www.findmymoat.com/tools/dataroma
- Aliases: DATAROMA, Dataroma superinvestors, superinvestor portfolio tracker, 13F superinvestor holdings, insider buys tracker
- Categories: Stock Ideas, Institutional Ownership, Insider Data
- Primary use cases: investor holdings research, insider and institutional tracking, stock research, investment research workspace, stock screening
- Asset types: Stocks, ETFs
- Platforms: Web
- Prices: Free
- Experience levels: Beginner, Intermediate, Advanced
- Target audience: Retail Traders, Pro Retail, Long-term Investors, Value Investors, Analysts, Students/Researchers
- Source verified: 2026-08-23

## DEGIRO

DEGIRO is an execution-only European broker for self-directed investors who want access to stocks, ETFs, bonds, funds, options, futures, and other listed products. It is strongest on low-cost market access and basic account administration, not advice, managed portfolios, deep research, or an official automation API.

- Profile: https://www.findmymoat.com/tools/degiro
- Aliases: Degiro, flatexDEGIRO, DEGIRO broker, European broker, ETF core selection
- Categories: Brokerage, Advanced Order Types, Smart/Direct Routing, Portfolio, Watchlist, News, Calendar, Downloadable Tax Reports
- Primary use cases: brokerage trading, portfolio tracking, portfolio watchlists, market monitoring
- Asset types: Stocks, ETFs, Bonds, Mutual Funds, Options, Futures, Other
- Platforms: Web, Mobile
- Prices: Other
- Experience levels: Beginner, Intermediate, Advanced
- Target audience: Retail Traders, Pro Retail
- Source verified: 2026-08-23

## Delta by eToro

Delta by eToro is a read-only tracker for stocks, ETFs, funds, crypto, NFTs, forex, commodities, indices, brokers, exchanges, and wallets. Use it to see several accounts in one place. It adds visibility, not another trading venue.

- Profile: https://www.findmymoat.com/tools/delta-by-etoro
- Aliases: Delta Investment Tracker, Delta app, Delta PRO, Delta PRO+, eToro portfolio tracker
- Categories: Portfolio, Watchlist, Alerts, Calendar, News, Data Visualizations, Risk Metrics, ETF Analysis, Fund Analysis, Insider Data, On-chain Analytics, DEX / DeFi, Wallet / Address Monitoring, Capital Gains Estimator, Broker Connectors, AI Research
- Primary use cases: portfolio tracking, portfolio analytics, dividend analysis, portfolio alerts, market monitoring, long-term portfolio tracking
- Asset types: Stocks, ETFs, Mutual Funds, Funds, Cryptos, Currencies, Commodities, Other
- Platforms: Web, Mobile, Desktop
- Prices: Free, Subscription, One-time
- Experience levels: Beginner, Intermediate, Advanced
- Target audience: Retail Traders, Pro Retail, Day Traders, Swing Traders, Long-term Investors, Dividend Investors, Index/Passive Investors
- Source verified: 2026-08-23

## Diffchecker

Diffchecker compares text, Word files, PDFs, Excel files, images, folders, and API responses. It is useful for spotting changes in filings, research drafts, models, contracts, or disclosures. It does not supply the financial data being compared.

- Profile: https://www.findmymoat.com/tools/diffchecker
- Aliases: Diffchecker Pro, Diffchecker Desktop, Diffchecker API, PDF redline comparison, filing document diff
- Categories: Diff View, APIs & Data Feeds
- Primary use cases: investment research workspace, research reports, AI research workspace, AI agent data access
- Asset types: Other
- Platforms: Web, Desktop, API
- Prices: Free, Subscription, Other
- Experience levels: Beginner, Intermediate, Advanced
- Target audience: Not specified
- Source verified: 2026-08-23

## Digrin

Digrin is a dividend portfolio tracker with income calendars, portfolio statistics, tax estimates, DRIP handling, stock financials, and broker or CSV imports. It is a good fit for self-directed dividend investors, especially Trading 212 and Interactive Brokers users, but it is not a broker or full research terminal.

- Profile: https://www.findmymoat.com/tools/digrin
- Aliases: Digrin, Digrin dividend tracker, dividend portfolio tracker, Trading212 dividend tracker, Interactive Brokers dividend tracker
- Categories: Portfolio, Screeners, Dividends, Splits, Calendar, Financials, Capital Gains Estimator, Dividend Tax / ADR Withholding
- Primary use cases: dividend analysis, portfolio tracking, portfolio analytics, long-term portfolio tracking, portfolio alerts, stock screening
- Asset types: Stocks, ETFs
- Platforms: Web
- Prices: Free, Subscription
- Experience levels: Beginner, Intermediate, Advanced
- Target audience: Retail Traders, Pro Retail, Long-term Investors, Dividend Investors
- Source verified: 2026-08-23

## Dilution Tracker

Dilution Tracker watches the filings and events that change a company's share count, including shelves, ATMs, warrants, convertibles, S-1 offerings, and reverse splits. It is most useful for volatile U.S. small caps where new supply can change the trade quickly.

- Profile: https://www.findmymoat.com/tools/dilution-tracker
- Aliases: DilutionTracker, small cap dilution tracker, ATM shelf warrant tracker, stock offering alerts, reverse split alerts
- Categories: Corporate Actions & Special Situations, Splits, Alerts, Education
- Primary use cases: alerts, market monitoring, stock research, portfolio watchlists
- Asset types: Stocks
- Platforms: Web
- Prices: Free, Subscription
- Experience levels: Beginner, Intermediate, Advanced
- Target audience: Retail Traders, Pro Retail, Day Traders, Swing Traders
- Source verified: 2026-08-23

## Dividend Watch

Dividend Watch tracks income portfolios with forecasts, calendars, DRIP records, safety scores, stock and ETF research, and broker sync. It is built for planning dividend cash flow. The free tier is small, paid safety scores add depth, and the service is not a broker or live terminal.

- Profile: https://www.findmymoat.com/tools/dividend-watch
- Aliases: Dividend.watch, Dividend Watch Pro, dividend portfolio tracker, SnapTrade dividend tracker, dividend safety score
- Categories: Portfolio, Watchlist, Dividends, Calendar, Stock Ideas, Screeners, Stock Comparison, ETF Comparison, Financials, Scores, Data Visualizations, News, Education, Blogs, Broker Connectors
- Primary use cases: dividend analysis, portfolio tracking, portfolio alerts, stock screening, portfolio watchlists, stock research
- Asset types: Stocks, ETFs
- Platforms: Web
- Prices: Free, Subscription
- Experience levels: Beginner, Intermediate, Advanced
- Target audience: Retail Traders, Long-term Investors, Dividend Investors
- Source verified: 2026-08-23

## Dividend Wealth

Dividend Wealth is a dividend portfolio tracker with income forecasts, scorecards, screens, calendar tools, and optional Plaid links to brokerages. It fits investors planning cash flow rather than trading actively or replacing a general market terminal.

- Profile: https://www.findmymoat.com/tools/dividend-wealth
- Aliases: Dividend Wealth, Dividend Wealth pricing, dividend portfolio tracker, Plaid dividend tracker, dividend scorecard
- Categories: Portfolio, Screeners, Calendar, Stock Comparison, Financials, Scores, Valuation Models, Dividends, Compounding Calculator, Education, Stock Ideas
- Primary use cases: dividend analysis, portfolio tracking, portfolio analytics, stock screening, fair value research, long-term portfolio tracking
- Asset types: Stocks, ETFs, Mutual Funds
- Platforms: Web
- Prices: Subscription
- Experience levels: Beginner, Intermediate, Advanced
- Target audience: Retail Traders, Long-term Investors, Dividend Investors
- Source verified: 2026-08-23

## Dividend.com

Dividend.com helps income investors find and compare dividend-paying stocks, ETFs, funds, REITs, MLPs, and preferreds. It combines research, ratings, screens, watchlists, and ex-dividend dates. It is a research site, not a broker or portfolio accounting system.

- Profile: https://www.findmymoat.com/tools/dividend-com
- Aliases: Dividend com, Dividend.com Premium, DARS rating, dividend stock screener, dividend capture list
- Categories: Screeners, Stock Ideas, Stock Comparison, ETF Comparison, Watchlist, Alerts, Calendar, News, Newsletters, Dividends, Scores, Compounding Calculator
- Primary use cases: dividend analysis, stock screening, ETF screening, portfolio alerts, stock research, investment news
- Asset types: Stocks, ETFs, Mutual Funds, Funds, Real Estate, Other
- Platforms: Web
- Prices: Free, Subscription
- Experience levels: Beginner, Intermediate
- Target audience: Retail Traders, Pro Retail, Long-term Investors, Dividend Investors, Financial Advisors
- Source verified: 2026-08-23

## DivTracker

DivTracker gives web and iOS users a view of dividend income, upcoming payouts, ex-dividend dates, alerts, and CSV exports, with optional U.S. brokerage linking. It handles cash-flow tracking, not trading, general research, or tax-lot accounting.

- Profile: https://www.findmymoat.com/tools/divtracker
- Aliases: DivTracker, DivTracker pricing, dividend tracker app, US brokerage dividend tracker, ex-dividend calendar app
- Categories: Portfolio, Dividends, Calendar, Alerts, News, Compounding Calculator
- Primary use cases: dividend analysis, portfolio tracking, portfolio analytics, portfolio alerts, long-term portfolio tracking
- Asset types: Stocks
- Platforms: Web, Mobile
- Prices: Free, Subscription
- Experience levels: Beginner, Intermediate
- Target audience: Retail Traders, Pro Retail, Long-term Investors, Dividend Investors
- Source verified: 2026-08-23

## Dune

Dune lets users query decoded blockchain data with SQL and turn it into dashboards, APIs, alerts, uploads, and agent workflows. It is for custom onchain research across many chains, not a fixed crypto market-data screen.

- Profile: https://www.findmymoat.com/tools/dune
- Aliases: Dune, Dune Analytics, Dune pricing, onchain SQL dashboards, crypto data API
- Categories: On-chain Analytics, DEX / DeFi, Wallet / Address Monitoring, NFT Markets, Data Visualizations, Custom Dashboards, Alerts, APIs & Data Feeds, Webhooks, Education, Videos, Blogs
- Primary use cases: market data API, financial data API, AI agent data access, market monitoring, historical market data, quant research
- Asset types: Cryptos
- Platforms: Web, API
- Prices: Free, Subscription, Other
- Experience levels: Beginner, Intermediate, Advanced
- Target audience: Retail Traders, Pro Retail, Institutional Investors, Analysts, Quants/Developers, Students/Researchers
- Source verified: 2026-08-23

## E*TRADE from Morgan Stanley

E*TRADE from Morgan Stanley covers taxable, retirement, custodial, trust, estate, and business accounts. It offers $0 online U.S.-listed stock and ETF trades, Power E*TRADE, options, mutual funds, bonds, research, selected fractional securities, and tax or transfer support. Its standard cash sweep pays 0.01% APY below $500,000.

- Profile: https://www.findmymoat.com/tools/e-trade-from-morgan-stanley
- Aliases: ETrade, E Trade, E*TRADE brokerage, Power E*TRADE, Morgan Stanley self-directed
- Categories: Brokerage, Portfolio, Watchlist, Advanced Order Types, Options, Downloadable Tax Reports
- Primary use cases: brokerage trading, options data, portfolio tracking, market monitoring
- Asset types: Stocks, ETFs, Options, Bonds, Mutual Funds, Cryptos
- Platforms: Web, Mobile, Desktop
- Prices: Free
- Experience levels: Beginner, Intermediate, Advanced
- Target audience: Not specified
- Source verified: 2026-08-23

## Earnings Hub

Earnings Hub tracks earnings dates, estimates, results, calls, transcripts, filings, alerts, and watchlists. Its economic, dividend, and IPO calendars extend the event view beyond quarterly reports.

- Profile: https://www.findmymoat.com/tools/earnings-hub
- Aliases: EarningsHub, Earnings Hub Pro, earnings calendar app, earnings call transcripts, Ernie AI earnings
- Categories: Calendar, News, Alerts, Transcripts, AI Research, Analyst Forecasts, Dividends, IPO
- Primary use cases: earnings transcript research, investment news, portfolio alerts, market monitoring, AI research workspace, stock research
- Asset types: Stocks
- Platforms: Web, Mobile
- Prices: Free, Subscription
- Experience levels: Beginner, Intermediate, Advanced
- Target audience: Not specified
- Source verified: 2026-08-23

## Earnings Whispers

Earnings Whispers focuses on the gap between reported results and market expectations. It provides whisper estimates, calendars, sentiment, grades, options context, and post-earnings drift signals. Use it to frame an earnings setup, not to predict a guaranteed move.

- Profile: https://www.findmymoat.com/tools/earnings-whispers
- Aliases: EarningsWhispers, Earnings Whisper number, Earnings Whisper Grade, Earnings Whisper Trader Service, earnings sentiment index
- Categories: Calendar, News, Market Sentiment, Watchlist, Scores, Short Interest, Guidance / Pre-announcements, Options
- Primary use cases: investment news, market monitoring, portfolio alerts, options data, stock research, technical analysis
- Asset types: Stocks, Options
- Platforms: Web
- Prices: Free, Subscription
- Experience levels: Beginner, Intermediate, Advanced
- Target audience: Retail Traders, Pro Retail, Long-term Investors, Day Traders, Swing Traders, Institutional Investors
- Source verified: 2026-08-23

## ECB Data Portal

The European Central Bank's free portal provides euro-area statistics, policy rates, exchange rates, yield curves, macroeconomic series, metadata, and an SDMX API.

- Profile: https://www.findmymoat.com/tools/ecb-data-portal
- Aliases: ECB Data Portal, ECB API, European Central Bank statistics, euro area yield curves, ECB SDMX
- Categories: APIs & Data Feeds, Data Visualizations, Macro Data, Yield Curves, Official Sources
- Primary use cases: financial data API, market data API, historical market data, market monitoring, AI agent data access
- Asset types: Bonds, Currencies, Other
- Platforms: Web, API
- Prices: Free
- Experience levels: Beginner, Intermediate, Advanced
- Target audience: Analysts, Quants/Developers, Institutional Investors, Students/Researchers
- Source verified: 2026-08-23

## EDINET

EDINET is Japan's official corporate-disclosure system. Search issuers, securities, funds, stock codes, document types, keywords, and dates, then retrieve filings, XBRL resources, taxonomy files, and API results.

- Profile: https://www.findmymoat.com/tools/edinet
- Aliases: EDINET Japan, FSA EDINET, Japan corporate filings, EDINET API, Japanese securities reports
- Categories: Regulatory Filings Monitoring, APIs & Data Feeds, Official Sources
- Primary use cases: fundamental research, fundamentals data, financial data API, insider and institutional tracking, research reports
- Asset types: Stocks, Funds
- Platforms: Web, API
- Prices: Free
- Experience levels: Intermediate, Advanced
- Target audience: Analysts, Institutional Investors, Value Investors, Quants/Developers, Students/Researchers
- Source verified: 2026-08-23

## EIA Open Data

EIA Open Data is the U.S. government's source for energy statistics and operational data. Browse the series or use the free API, bulk files, and spreadsheet tools for commodity, utility, macro, and energy-market research.

- Profile: https://www.findmymoat.com/tools/eia-open-data
- Aliases: EIA API, Energy Information Administration data, US energy data API, electricity data API, oil and gas statistics
- Categories: APIs & Data Feeds, Data Visualizations, Calendar, Sheets / Excel Add-ins, Official Sources
- Primary use cases: financial data API, historical market data, market monitoring, AI agent data access, research reports
- Asset types: Commodities, Other
- Platforms: Web, API
- Prices: Free
- Experience levels: Beginner, Intermediate, Advanced
- Target audience: Analysts, Quants/Developers, Institutional Investors, Students/Researchers
- Source verified: 2026-08-23

## EMMA

EMMA is the official transparency site for U.S. municipal securities. It combines trade prices, offering documents, continuing disclosures, ratings, issuer information, new-issue calendars, alerts, and market statistics for muni-bond research.

- Profile: https://www.findmymoat.com/tools/emma
- Aliases: Electronic Municipal Market Access, MSRB EMMA, municipal bond data, muni bond trade prices, municipal disclosure search
- Categories: New Issues & Calendars, Credit Ratings & Outlooks, Regulatory Filings Monitoring, Alerts, Data Visualizations, Official Sources
- Primary use cases: fundamental research, historical market data, market monitoring, alerts, research reports
- Asset types: Bonds
- Platforms: Web
- Prices: Free
- Experience levels: Beginner, Intermediate, Advanced
- Target audience: Retail Traders, Analysts, Institutional Investors, Financial Advisors, Students/Researchers
- Source verified: 2026-08-23

## Envestnet Wealth Management Platform

Envestnet is an enterprise wealthtech suite for RIAs, broker-dealers, banks, asset managers, and fintechs. It connects planning, proposals, trading, reporting, billing, client portals, data, APIs, and integrations. It is built for firms, not self-directed investors.

- Profile: https://www.findmymoat.com/tools/envestnet-wealth-management-platform
- Aliases: Envestnet wealth platform, Envestnet Tamarac, Envestnet MoneyGuide, Envestnet Yodlee, Envestnet APIs
- Categories: Wealth Management, Portfolio, Advisor Operations, APIs & Data Feeds, Webhooks, Broker Connectors
- Primary use cases: advisor client reporting, portfolio tracking, portfolio analytics, broker-connected trading, market data API, AI research workspace
- Asset types: Stocks, ETFs, Mutual Funds, Funds, Bonds, Real Estate, Hedge Funds, Private Funds
- Platforms: Web, Mobile, API
- Prices: Other
- Experience levels: Intermediate, Advanced
- Target audience: Institutional Investors, Financial Advisors, RIAs / Wealth Firms, Family Offices, Asset Managers
- Source verified: 2026-08-23

## EODHD

EODHD supplies market data through REST, WebSocket, spreadsheet, and agent interfaces. Datasets cover prices, fundamentals, calendars, news, sentiment, options, foreign exchange, and crypto. The free quota is 20 calls per day, commercial use requires a B2B plan, and some datasets are separate marketplace products.

- Profile: https://www.findmymoat.com/tools/eodhd
- Aliases: EOD Historical Data, EODHD API, stock market data API, historical price API, fundamentals API
- Categories: APIs & Data Feeds, Calendar, News, News Sentiment, Dividends, Splits, Corporate Actions & Special Situations, IPO, Screeners, Options, Insider Data, ESG Ratings
- Primary use cases: financial data API, historical market data, fundamentals data, options data, AI agent data access
- Asset types: Stocks, ETFs, Mutual Funds, Bonds, Options, Currencies, Cryptos, Other
- Platforms: Web, API, Desktop
- Prices: Free, Subscription, Other
- Experience levels: Beginner, Intermediate, Advanced
- Target audience: Quants/Developers, Algo Traders, Analysts, Pro Retail, Retail Traders
- Source verified: 2026-08-23

## EPSMomentum

EPSMomentum focuses on earnings momentum and entry timing. It combines estimate revisions, post-earnings drift, timing signals, scanners, AI analysis, and market dashboards for U.S. stocks and ETFs.

- Profile: https://www.findmymoat.com/tools/epsmomentum
- Aliases: EPS Momentum, earnings momentum screener, PEAD stock drift, estimate revisions scanner, AI analyst stock screener
- Categories: Screeners, Stock Ideas, Data Visualizations, Money Flow, Portfolio, Watchlist, Backtesting, News, News Sentiment, Market Sentiment, Dark Pool & Off-Exchange, Financials, Scores, Short Interest, Transcripts, AI Research, AI Chat, Education, Videos, Custom Dashboards
- Primary use cases: stock screening, quant ratings, technical analysis, AI research workspace, alerts, portfolio watchlists
- Asset types: Stocks, ETFs
- Platforms: Web, API, Mobile
- Prices: Free, Subscription
- Experience levels: Beginner, Intermediate, Advanced
- Target audience: Retail Traders, Pro Retail, Day Traders, Swing Traders, Long-term Investors, Growth Investors, Quality Investors, Analysts, Financial Advisors
- Source verified: 2026-08-23

## Estimize

Estimize collects crowdsourced EPS, revenue, and macro forecasts before company reports and economic releases. It gives investors and data teams an expectations benchmark alongside official estimates. It is not a portfolio manager or execution platform.

- Profile: https://www.findmymoat.com/tools/estimize
- Aliases: Estimize, Estimize Premium, crowdsourced earnings estimates, Estimize API, earnings estimates data feed
- Categories: Alerts, Calendar, Analyst Forecasts, APIs & Data Feeds, Macro Data
- Primary use cases: analyst ratings, market monitoring, financial data API, alerts, stock screening, research reports
- Asset types: Stocks
- Platforms: Web, API
- Prices: Free, Subscription
- Experience levels: Beginner, Intermediate, Advanced
- Target audience: Not specified
- Source verified: 2026-08-23

## ETF Action

ETF Action is a professional ETF research and model-building service. It covers classification, look-through holdings, overlap, flows, model portfolios, 13F screens, exports, and enterprise data workflows. It is for teams that need more than a free quote page.

- Profile: https://www.findmymoat.com/tools/etf-action
- Aliases: ETF Action, ETF Action pricing, ETF look-through analytics, ETF model builder, ETF 13F screener
- Categories: ETF Analysis, ETF Factors, ETF Overlap, ETF Screeners, Data Visualizations, Portfolio, Watchlist, Backtesting, Institutional Ownership, APIs & Data Feeds, Alerts, Blogs, Videos
- Primary use cases: ETF screening, portfolio analytics, portfolio tracking, factor screening, fund research, market monitoring, financial data API
- Asset types: ETFs, Stocks
- Platforms: Web, API
- Prices: Free, Subscription, Other
- Experience levels: Beginner, Intermediate, Advanced
- Target audience: Not specified
- Source verified: 2026-08-23

## ETF Central

ETF Central is a free site for screening, comparing, monitoring, and learning about U.S.-listed ETFs. It includes flows, news, a 100-ETF watchlist, model portfolios, and a portfolio builder.

- Profile: https://www.findmymoat.com/tools/etf-central
- Aliases: ETF Central, ETF Central screener, ETF screener, ETF comparison, ETF Portfolio Builder
- Categories: ETF Screeners, ETF Comparison, Watchlist, Money Flow, Data Visualizations, News, Education, Newsletters
- Primary use cases: ETF screening, fund research, market monitoring, investment news, portfolio watchlists, portfolio analytics
- Asset types: ETFs
- Platforms: Web
- Prices: Free
- Experience levels: Beginner, Intermediate, Advanced
- Target audience: Retail Traders, Pro Retail, Financial Advisors, Analysts, Students/Researchers
- Source verified: 2026-08-23

## ETF Insider

ETF Insider analyzes stocks, ETFs, and mutual-fund portfolios for holdings overlap, concentration, correlations, exposure, and efficient-frontier tradeoffs. Full holdings and Excel export require Pro; API and white-label access require Enterprise.

- Profile: https://www.findmymoat.com/tools/etf-insider
- Aliases: ETF Insider, ETF overlap tool, ETF correlation tool, ETF portfolio visualizer, ETF holdings lookthrough
- Categories: ETF Screeners, Data Visualizations, Factor Exposure, Risk Metrics, Portfolio, Correlation, ETF Analysis, ETF Overlap, APIs & Data Feeds, Blogs
- Primary use cases: ETF screening, portfolio analytics, portfolio tracking, fund research, factor screening, visual stock research
- Asset types: ETFs, Mutual Funds, Stocks
- Platforms: Web, API
- Prices: Free, Subscription, Other
- Experience levels: Beginner, Intermediate, Advanced
- Target audience: Retail Traders, Pro Retail, Institutional Investors, Long-term Investors, Index/Passive Investors
- Source verified: 2026-08-23

## ETF Research Center

ETF Research Center looks through the ETF wrapper into constituent fundamentals, valuations, overlap, stock-locator searches, portfolio construction, and fund reports. It is useful when the question is what an ETF really owns.

- Profile: https://www.findmymoat.com/tools/etf-research-center
- Aliases: ETFRC, AltaVista ETF Research Center, ETF fundamentals screener, ETF overlap tool, ETF Stock Locator
- Categories: ETF Screeners, ETF Comparison, ETF Analysis, ETF Factors, ETF Overlap, Which ETF includes this Stock?, Money Flow, Portfolio, Watchlist, Backtesting, Data Visualizations
- Primary use cases: ETF screening, fund research, portfolio analytics, portfolio watchlists, research reports
- Asset types: ETFs
- Platforms: Web
- Prices: Free, Subscription
- Experience levels: Beginner, Intermediate, Advanced
- Target audience: Not specified
- Source verified: 2026-08-23

## ETF.com

ETF.com combines an ETF screener with editorial research. Search and compare U.S. ETFs, inspect flows and holdings, save watchlists, use Portfolio Builder, and follow launches, closures, and fund education.

- Profile: https://www.findmymoat.com/tools/etf-com
- Aliases: ETF.com screener, ETF.com All Access, ETF.com Content+, ETF comparison tool, ETF fund flows
- Categories: ETF Screeners, ETF Comparison, ETF Analysis, ETF Factors, Money Flow, Portfolio, Watchlist, News, IPO, Corporate Actions & Special Situations, Education, Videos, Newsletters, AI Research, AI Chat
- Primary use cases: ETF screening, fund research, investment news, portfolio watchlists, market monitoring
- Asset types: ETFs
- Platforms: Web
- Prices: Free, Other
- Experience levels: Beginner, Intermediate, Advanced
- Target audience: Not specified
- Source verified: 2026-08-23

## ETFdb ETF Screener

ETFdb is a VettaFi database and screener for U.S.-listed ETFs and ETPs. Filter by returns, flows, expenses, ESG, dividends, risk, holdings, taxes, technicals, and ratings, then use the results for structured fund selection.

- Profile: https://www.findmymoat.com/tools/etfdb-etf-screener
- Aliases: ETFdb, ETF Database Pro, ETFdb screener, ETF Database screener, VettaFi ETF database
- Categories: ETF Screeners, ETF Analysis, Dividends, Money Flow, ESG Ratings, Risk Metrics, Scores
- Primary use cases: ETF screening, fund research, portfolio watchlists, market monitoring, research reports
- Asset types: ETFs, Other
- Platforms: Web
- Prices: Free, Subscription
- Experience levels: Beginner, Intermediate, Advanced
- Target audience: Retail Traders, Pro Retail, Financial Advisors, Analysts
- Source verified: 2026-08-23

## eToro

eToro is a multi-asset broker with social trading. Depending on location, it offers stocks, ETFs, options, crypto, commodities, and currencies, plus CopyTrader, Smart Portfolios, fractional investing, and a demo account. It favors ease and community over deep research or tax-lot tools.

- Profile: https://www.findmymoat.com/tools/etoro
- Aliases: eToro broker, CopyTrader, eToro demo account, eToro options, social trading
- Categories: Brokerage, Copy/Social Trading, Paper Trading, Advanced Order Types, Portfolio, Watchlist, News, Alerts, Calendar, Dividends, IPO, Data Visualizations, Analyst Forecasts, Analyst Ratings & Price Targets, Education
- Primary use cases: brokerage trading, paper trading, portfolio tracking, market monitoring, portfolio watchlists
- Asset types: Stocks, ETFs, Options, Cryptos, Commodities, Currencies
- Platforms: Web, Mobile
- Prices: Free, One-time
- Experience levels: Beginner, Intermediate, Advanced
- Target audience: Not specified
- Source verified: 2026-08-23

## Euromonitor (Passport)

Euromonitor Passport is a paid market-research database for industries, economies, consumers, countries, sales channels, forecasts, reports, and structured data delivery. It can add global consumer or industry context to research based on company filings.

- Profile: https://www.findmymoat.com/tools/euromonitor-passport
- Aliases: Euromonitor Passport, Passport AI, Passport CoPilot Agent, Euromonitor MCP, Euromonitor API, consumer market research, global industry data
- Categories: APIs & Data Feeds, Macro Data, AI Research
- Primary use cases: research reports, market monitoring, financial data API, investment research workspace, AI research workspace
- Asset types: Other
- Platforms: Web, API
- Prices: Subscription, One-time
- Experience levels: Beginner, Intermediate, Advanced
- Target audience: Not specified
- Source verified: 2026-08-23

## European Central Bank (ECB) - Statistics & Data

European Central Bank Statistics & Data is the ECB's primary source for euro-area statistics, policy rates, FX reference rates, yield curves, inflation, macro indicators, downloads, and SDMX access. It supplies the data behind macro research, not investment-app commentary.

- Profile: https://www.findmymoat.com/tools/european-central-bank-ecb-statistics-data
- Aliases: ECB Data Portal, European Central Bank statistics, ECB SDMX API, ECB exchange rates, ECB yield curves
- Categories: Macro Data, Yield Curves, Calendar, APIs & Data Feeds, Data Visualizations, Alerts, Blogs, Official Sources
- Primary use cases: market data API, financial data API, market monitoring, research reports, historical market data
- Asset types: Currencies, Bonds
- Platforms: Web, API
- Prices: Free
- Experience levels: Beginner, Intermediate, Advanced
- Target audience: Analysts, Quants/Developers, Students/Researchers, Institutional Investors
- Source verified: 2026-08-23

## EveryTicker

EveryTicker is a free research site for U.S. stocks, including companies with little analyst coverage. It has fundamental reports, a stock screener, watchlists, 13F holdings, financial data, and a weekly themes newsletter.

- Profile: https://www.findmymoat.com/tools/everyticker
- Aliases: EveryTicker, BeyondSPX, undercovered stock research, microcap stock research
- Categories: Stock Ideas, Screeners, Stock Comparison, Data Visualizations, Watchlist, News, Alerts, Calendar, Institutional Ownership, Financials, Newsletters, Education
- Primary use cases: stock research, stock screening, fundamental research, visual stock research, investor holdings research, alerts
- Asset types: Stocks
- Platforms: Web
- Prices: Free
- Experience levels: Beginner, Intermediate, Advanced
- Target audience: Retail Traders, Pro Retail, Long-term Investors, Value Investors, Growth Investors, Quality Investors, Analysts, Students/Researchers
- Source verified: 2026-08-23

## FactorsToday

FactorsToday publishes factor returns and stock exposures through web tools, downloads, and an open REST API. Its portfolio analysis, attribution, optimizer, factor builder, and hedge builder are research models, not brokerage or accounting systems.

- Profile: https://www.findmymoat.com/tools/factorstoday
- Aliases: FactorsToday, FactorsToday API, factor exposure API, factor portfolio builder, quant factor dashboard
- Categories: Screeners, Quant, Data Visualizations, Stock Comparison, Factor Exposure, Performance Attribution, Risk Metrics, Scenario & Stress Tests, Portfolio, Backtesting, Correlation, APIs & Data Feeds, AI Research
- Primary use cases: quant research, portfolio analytics, strategy backtesting, financial data API, AI agent data access, stock screening
- Asset types: Stocks, ETFs, Mutual Funds, Closed-End Funds
- Platforms: Web, API
- Prices: Free
- Experience levels: Intermediate, Advanced
- Target audience: Analysts, Quants/Developers
- Source verified: 2026-08-23

## FAST Graphs

FAST Graphs charts earnings, cash flow, dividends, forecasts, valuation, and price over long periods. Portfolio views connect holdings to the same company data.

- Profile: https://www.findmymoat.com/tools/fast-graphs
- Aliases: FASTGraphs, Fundamentals Analyzer Software Tool, Chuck Carnevale FAST Graphs, valuation graphs, fundamental stock charts
- Categories: Screeners, Portfolio, Watchlist, Data Visualizations, Financials, Valuation Models, Analyst Forecasts, Dividends
- Primary use cases: valuation modeling, fundamental research, dividend analysis, stock screening, portfolio tracking, stock research
- Asset types: Stocks
- Platforms: Web
- Prices: Subscription
- Experience levels: Beginner, Intermediate, Advanced
- Target audience: Not specified
- Source verified: 2026-08-23

## FDIC BankFind Suite (BankFind)

The FDIC's free lookup and data service covers insured U.S. banks and branches, bank histories, structure changes, failures, financials, deposits, API access, and bulk files.

- Profile: https://www.findmymoat.com/tools/fdic-bankfind-suite-bankfind
- Aliases: FDIC BankFind, BankFind Suite, FDIC bank API, FDIC insured bank lookup, bank branch data API
- Categories: APIs & Data Feeds, Financials, Corporate Actions & Special Situations, Official Sources
- Primary use cases: financial data API, fundamentals data, historical market data, stock research, market monitoring
- Asset types: Other
- Platforms: Web, API
- Prices: Free
- Experience levels: Beginner, Intermediate, Advanced
- Target audience: Retail Traders, Analysts, Students/Researchers
- Source verified: 2026-08-23

## Federal Reserve Bank of New York - Data & Statistics

The New York Fed publishes reference rates, market-operations data, SOMA holdings, primary-dealer statistics, surveys, and research indicators. It is useful for SOFR, EFFR, OBFR, funding markets, Treasuries, agency MBS, and macro data through exports and APIs, not for screening or trading.

- Profile: https://www.findmymoat.com/tools/federal-reserve-bank-of-new-york-data-statistics
- Aliases: NY Fed data, New York Fed Markets Data API, SOFR data, EFFR data, SOMA holdings
- Categories: APIs & Data Feeds, Macro Data, Yield Curves, Calendar, Newsletters, Official Sources
- Primary use cases: financial data API, market monitoring, research reports, fundamental research, market data API
- Asset types: Bonds, Currencies, Other
- Platforms: Web, API
- Prices: Free
- Experience levels: Beginner, Intermediate, Advanced
- Target audience: Not specified
- Source verified: 2026-08-23

## Federal Reserve Board (FRB.gov)

FRB.gov is the Federal Reserve's primary source for policy material, FOMC dates, statistical releases, interest rates, balance sheets, bank data, FX, industrial production, and downloadable series. It is official macro infrastructure, not a commercial investing terminal.

- Profile: https://www.findmymoat.com/tools/federal-reserve-board-frb-gov
- Aliases: Federal Reserve Board, FRB Data Download Program, Fed DDP, FOMC calendar, Federal Reserve statistical releases
- Categories: Calendar, News, Macro Data, Yield Curves, Official Sources
- Primary use cases: market monitoring, historical market data, research reports
- Asset types: Bonds, Currencies, Other
- Platforms: Web
- Prices: Free
- Experience levels: Beginner, Intermediate, Advanced
- Target audience: Not specified
- Source verified: 2026-08-23

## Fidelity (Fidelity Brokerage Services LLC)

Fidelity combines a U.S. brokerage, research, mobile and active-trader apps, options, bonds, mutual funds, fractional shares, and a separate crypto account. It has no public trading API, and several products and data services have separate fees.

- Profile: https://www.findmymoat.com/tools/fidelity-fidelity-brokerage-services-llc
- Aliases: Fidelity, Fidelity brokerage, Fidelity Trader+, Active Trader Pro, Fidelity Crypto
- Categories: Brokerage, Portfolio, Watchlist, Advanced Order Types, Smart/Direct Routing, Order Book / Level II, News, Financials, Options
- Primary use cases: brokerage trading, broker-connected trading, portfolio tracking, options data, market monitoring, portfolio analytics
- Asset types: Stocks, ETFs, Options, Bonds, Mutual Funds, Cryptos
- Platforms: Web, Mobile, Desktop
- Prices: Free
- Experience levels: Beginner, Intermediate, Advanced
- Target audience: Not specified
- Source verified: 2026-08-23

## Financial Datasets

Financial Datasets provides a REST API and hosted MCP server for US company fundamentals, prices, filings, insider trades, institutional ownership, news, screening, and selected crypto and macro data. It has no recurring free plan, and redistribution of underlying data requires Scale or a separate agreement.

- Profile: https://www.findmymoat.com/tools/financial-datasets
- Aliases: Financial Datasets, Financial Datasets API, Financial Datasets MCP, stock market API for AI agents, SEC filings API
- Categories: APIs & Data Feeds, Financials, Screeners, Analyst Forecasts, Insider Data, Institutional Ownership, Improved Filings, News, Macro Data
- Primary use cases: financial data API, market data API, AI agent data access, fundamentals data, historical market data, stock screening
- Asset types: Stocks, Cryptos
- Platforms: Web, API
- Prices: Subscription, Other, One-time
- Experience levels: Intermediate, Advanced
- Target audience: Quants/Developers, Algo Traders, Analysts
- Source verified: 2026-08-23

## Financial Modeling Prep (FMP)

Financial Modeling Prep provides API and spreadsheet access to market data, fundamentals, news, calendars, transcripts, ownership, and macroeconomic data. The free Basic tier is an end-of-day test plan. Real-time, global, transcript, 13F, intraday, and bulk access require paid plans. Display or redistribution requires a separate commercial agreement.

- Profile: https://www.findmymoat.com/tools/financial-modeling-prep-fmp
- Aliases: FMP, Financial Modeling Prep API, financialmodelingprep, stock market data API, fundamentals API
- Categories: Screeners, APIs & Data Feeds, News, Calendar, Dividends, Splits, IPO, Macro Data, Financials, Scores, ESG Ratings, Valuation Models, ETF Analysis, Analyst Forecasts, Analyst Ratings & Price Targets, Transcripts, Institutional Ownership, Insider Data, Sheets / Excel Add-ins
- Primary use cases: market data API, financial data API, fundamentals data, historical market data, earnings transcript research, stock screening
- Asset types: Stocks, ETFs, Mutual Funds, Funds, Currencies, Cryptos, Commodities, Other
- Platforms: Web, Desktop, API
- Prices: Free, Subscription, Other
- Experience levels: Beginner, Intermediate, Advanced
- Target audience: Retail Traders, Pro Retail, Institutional Investors, Quants/Developers, Analysts, Asset Managers, Hedge Funds, Students/Researchers
- Source verified: 2026-08-23

## FinancialData.Net

FinancialData.Net provides market data, fundamentals, ownership, options, funds, ESG, calendars, and news through REST, Excel, and MCP interfaces. It covers stocks, ETFs, mutual funds, futures, crypto, foreign exchange, commodities, OTC securities, and indexes. The free plan is limited, and the homepage security claims are not supported by a public audit report.

- Profile: https://www.findmymoat.com/tools/financialdata-net
- Aliases: FinancialData.net, Financial Data API, FinancialData MCP server, financial data Excel add-in, stock market data API
- Categories: APIs & Data Feeds, Sheets / Excel Add-ins, Quant, News, Calendar, IPO, Splits, Dividends, Short Interest, Macro Data, Financials, Scores, ESG Ratings, Insider Data, Institutional Ownership, US Government Trades, ETF Analysis, Fund Analysis, Options, Regulatory Filings Monitoring
- Primary use cases: financial data API, market data API, AI agent data access, fundamentals data, options data, insider and institutional tracking
- Asset types: Stocks, ETFs, Mutual Funds, Funds, Commodities, Currencies, Cryptos, Options, Futures, Other
- Platforms: Web, API, Desktop
- Prices: Free, Subscription
- Experience levels: Intermediate, Advanced
- Target audience: Pro Retail, Institutional Investors, Algo Traders, Analysts, Quants/Developers, Asset Managers, Hedge Funds, Students/Researchers
- Source verified: 2026-08-23

## FinancialJuice

FinancialJuice delivers live market headlines, audio squawk, text updates, macro-calendar context, and event alerts across equities, rates, FX, commodities, crypto, and futures. Its WebSocket API exposes headlines and calendar events. It is for awareness around releases and news, not deep valuation; real-time and API access depend on the plan.

- Profile: https://www.findmymoat.com/tools/financialjuice
- Aliases: FinancialJuice, Financial Juice, FinancialJuice Pro, FinancialJuice Stream API, live market squawk, real-time financial news feed
- Categories: News, Alerts, Calendar, APIs & Data Feeds, Macro Data, Education, Blogs
- Primary use cases: investment news, market monitoring, alerts, financial data API
- Asset types: Stocks, ETFs, Bonds, Commodities, Currencies, Cryptos, Futures
- Platforms: Web, Mobile, API
- Prices: Free, Subscription, One-time
- Experience levels: Beginner, Intermediate, Advanced
- Target audience: Not specified
- Source verified: 2026-08-23

## FinancialReports.eu

Financial Filings provides public-company filings through a free web index, APIs and a hosted MCP server. It supports document search, Markdown extraction, standardized financials, webhooks and enterprise data delivery.

- Profile: https://www.findmymoat.com/tools/financialreports-eu
- Aliases: Financial Filings, Financial Reports EU, FinancialReports, financial filings API, markdown filings API, public company filings MCP
- Categories: Improved Filings, Regulatory Filings Monitoring, IPO, Insider Data, APIs & Data Feeds, Screeners, AI Research, AI Chat
- Primary use cases: financial data API, AI agent data access, market monitoring, research reports, fundamental research, stock research
- Asset types: Stocks
- Platforms: Web, API
- Prices: Free, Other
- Experience levels: Beginner, Intermediate, Advanced
- Target audience: Not specified
- Source verified: 2026-08-23

## Finatic

Finatic connects user brokerage accounts to a common API for accounts, balances, positions, orders, and transactions. It also provides broker-specific connection flows, user grants, signed webhooks, sandbox data, and trading where supported.

- Profile: https://www.findmymoat.com/tools/finatic
- Aliases: Finatic API, Finatic brokerage API, brokerage aggregation API, broker connector API, Plaid for brokerages
- Categories: Broker Connectors, APIs & Data Feeds, Webhooks, Auto-Trading & Bots, Advanced Order Types, Portfolio
- Primary use cases: broker-connected trading, financial data API, portfolio tracking, AI agent data access
- Asset types: Stocks, Options, Futures, Currencies, Cryptos, Other
- Platforms: Web, API
- Prices: Free, Subscription, Other
- Experience levels: Intermediate, Advanced
- Target audience: Quants/Developers, Algo Traders, Pro Retail, Day Traders
- Source verified: 2026-08-23

## Finbox

Finbox combines global stock screens with company financials, valuation models, charts, watchlists, and spreadsheet exports. Investors can move from a screen into a company model or peer comparison. Regional access and export rights depend on the subscription.

- Profile: https://www.findmymoat.com/tools/finbox
- Aliases: Finbox.io, finbox stock screener, fair value models, DCF model templates, Finbox Data Boost
- Categories: Stock Ideas, Screeners, Stock Comparison, Data Visualizations, Watchlist, Institutional Ownership, Financials, Valuation Models, Dividends, Analyst Forecasts, Sheets / Excel Add-ins
- Primary use cases: stock screening, fundamental research, valuation modeling, fair value research, global stock screening, portfolio watchlists
- Asset types: Stocks, ETFs
- Platforms: Web
- Prices: Free, Subscription
- Experience levels: Beginner, Intermediate, Advanced
- Target audience: Retail Traders, Pro Retail, Analysts, Financial Advisors, Asset Managers
- Source verified: 2026-08-23

## Find and update company information (Companies House)

Companies House Find and update company information is the official UK register for companies, filings, officers, people with significant control, and document images. Use it for private-company checks, due diligence, filing alerts, and registry-driven applications. It is primary registry data, not analyst research.

- Profile: https://www.findmymoat.com/tools/find-and-update-company-information-companies-house
- Aliases: Companies House, UK company register, Companies House API, company filing history, UK PSC register
- Categories: Regulatory Filings Monitoring, Alerts, APIs & Data Feeds, Official Sources
- Primary use cases: financial data API, fundamental research, market monitoring, research reports, portfolio alerts
- Asset types: Other
- Platforms: Web, API
- Prices: Free
- Experience levels: Beginner, Intermediate, Advanced
- Target audience: Not specified
- Source verified: 2026-08-23

## Finimize

Finimize turns market news and investing education into a daily newsletter and mobile app. Free readers get concise finance news; Pro adds investment theses, entry points, risks, sizing, ongoing coverage, live ideas, model portfolios, and performance tracking. It is a content and ideas service, not a broker, accounting tool, API, or deep analytics terminal.

- Profile: https://www.findmymoat.com/tools/finimize
- Aliases: Finimize Pro, Finimize newsletter, Finimize app, daily investing newsletter, investment ideas newsletter
- Categories: Stock Ideas, News, Education, Blogs, Newsletters
- Primary use cases: investment news, stock research, research reports, market monitoring
- Asset types: Stocks, ETFs, Cryptos, Commodities, Currencies, Bonds
- Platforms: Web, Mobile
- Prices: Free, Subscription
- Experience levels: Beginner, Intermediate, Advanced
- Target audience: Not specified
- Source verified: 2026-08-23

## FINRA Fixed Income Data

FINRA Fixed Income Data publishes U.S. bond details, TRACE transactions, trade history, and aggregate market reports. It is useful for checking executed prices and volumes. TRACE is not a live quote system, exchange, or execution venue.

- Profile: https://www.findmymoat.com/tools/finra-fixed-income-data
- Aliases: FINRA TRACE, TRACE bond data, FINRA bond trade activity, FINRA bond lookup, fixed income transaction data
- Categories: APIs & Data Feeds, Data Visualizations, MBS/ABS (Prepayments), Official Sources
- Primary use cases: historical market data, market monitoring, financial data API, fundamental research
- Asset types: Bonds
- Platforms: Web, API
- Prices: Free, Subscription
- Experience levels: Beginner, Intermediate, Advanced
- Target audience: Retail Traders, Analysts, Institutional Investors, Students/Researchers
- Source verified: 2026-08-23

## Fintel

Fintel brings short interest, off-exchange volume, institutional ownership, insider trades, ETF exposure, options sentiment, filings, screens, alerts, APIs, and AI research into ticker pages. It is useful for studying positioning and crowding before deeper fundamental work. Premium data, exports, options flow, AI, and portfolio tools depend on the plan, and the signals are inputs rather than recommendations.

- Profile: https://www.findmymoat.com/tools/fintel
- Aliases: Fintel.io, Fintel short interest, Fintel ownership, Fintel options flow, Fintel AI research
- Categories: Short Interest, Insider Data, Institutional Ownership, Which ETF includes this Stock?, ETF Analysis, Improved Filings, Screeners, Options, Alerts, News, APIs & Data Feeds, AI Research, Dark Pool & Off-Exchange, Dividends, Calendar
- Primary use cases: insider and institutional tracking, options data, stock screening, quant ratings, AI research workspace, market monitoring
- Asset types: Stocks, ETFs, Mutual Funds, Options, Bonds
- Platforms: Web, API
- Prices: Free, Subscription
- Experience levels: Beginner, Intermediate, Advanced
- Target audience: Not specified
- Source verified: 2026-08-23

## FINVIZ

FINVIZ is a fast U.S. stock screener with heat maps, quote pages, news, insider activity, and watchlists. It turns a market overview into a stock list using fundamental and technical filters. The free version is delayed; Elite adds real-time data, intraday charts, alerts, exports, API access, and deeper ETF and portfolio tools.

- Profile: https://www.findmymoat.com/tools/finviz
- Aliases: Finviz Elite, FINVIZ screener, stock heat map, stock market map, free stock screener
- Categories: Screeners, ETF Screeners, Stock Comparison, Data Visualizations, Portfolio, Correlation, Backtesting, News, Alerts, Calendar, Financials, Dividends, Options, ETF Analysis, Insider Data, Institutional Ownership, APIs & Data Feeds
- Primary use cases: stock screening, market maps, technical screening, insider and institutional tracking, portfolio watchlists
- Asset types: Stocks, ETFs, Options
- Platforms: Web, API
- Prices: Free, Subscription
- Experience levels: Beginner, Intermediate, Advanced
- Target audience: Retail Traders, Pro Retail, Day Traders, Swing Traders, Long-term Investors
- Source verified: 2026-08-23

## Firefly III

Firefly III is a free, open-source, self-hosted money manager for accounts, transactions, budgets, reports, imports, APIs, and automation. It fits personal-finance infrastructure rather than stock research. Users are responsible for hosting, security, backups, updates, and configuration.

- Profile: https://www.findmymoat.com/tools/firefly-iii
- Aliases: Firefly III, Firefly 3, self hosted personal finance, open source budget app, Firefly III API
- Categories: Portfolio, APIs & Data Feeds, Webhooks, Other
- Primary use cases: portfolio tracking, portfolio analytics, long-term portfolio tracking, financial data API, market monitoring
- Asset types: Other
- Platforms: Web, API
- Prices: Free
- Experience levels: Beginner, Intermediate, Advanced
- Target audience: Not specified
- Source verified: 2026-08-23

## Firstrade

Firstrade is an online brokerage for stocks, ETFs, mutual funds, options, and fixed income, with web and mobile access for U.S. and supported international users. It advertises $0 online commissions for stocks, ETFs, mutual funds, and options, while regulatory, fund, borrow, fixed-income, transfer, and service costs still apply. International eligibility follows its 27-country matrix.

- Profile: https://www.findmymoat.com/tools/firstrade
- Aliases: Firstrade Securities, Firstrade international, Firstrade broker
- Categories: Brokerage, Portfolio, Watchlist, Options, Downloadable Tax Reports
- Primary use cases: brokerage trading, options data, portfolio tracking, portfolio watchlists
- Asset types: Stocks, ETFs, Options, Mutual Funds, Bonds
- Platforms: Web, Mobile
- Prices: Free
- Experience levels: Beginner, Intermediate, Advanced
- Target audience: Not specified
- Source verified: 2026-08-23

## Fiscal.ai

Fiscal.ai combines a company-research terminal with REST, webhook, and MCP access. It covers financials, segments, KPIs, estimates, transcripts, filings, screens, valuation, ownership, fund letters, and AI-assisted research.

- Profile: https://www.findmymoat.com/tools/fiscal-ai
- Aliases: Fiscal AI, Fiscal.ai Terminal, Fiscal MCP, financial AI copilot, fundamentals API
- Categories: Stock Ideas, Screeners, Stock Comparison, Data Visualizations, Portfolio, Watchlist, Institutional Ownership, ETF Analysis, Fund Analysis, News, News Sentiment, Alerts, Calendar, Splits, Financials, Valuation Models, Dividends, Transcripts, Improved Filings, Insider Data, AI Research, AI Chat, Analyst Forecasts, Analyst Ratings & Price Targets, APIs & Data Feeds, Webhooks, Blogs, Newsletters, Education
- Primary use cases: AI research workspace, fundamental research, financial data API, AI agent data access, valuation modeling, earnings transcript research
- Asset types: Stocks, ETFs, Mutual Funds, Funds
- Platforms: Web, API
- Prices: Free, Subscription, Other
- Experience levels: Beginner, Intermediate, Advanced
- Target audience: Retail Traders, Pro Retail, Institutional Investors, Analysts, Quants/Developers, Long-term Investors, Value Investors, Growth Investors, Quality Investors, Dividend Investors, Index/Passive Investors, Financial Advisors, Students/Researchers
- Source verified: 2026-08-23

## FlightAware

FlightAware tracks flights and sells aviation data. Investors can use it as alternative data when routes, delays, airports, airlines, logistics, business travel, or private aviation matter. Consumer tracking is free; AeroAPI, Firehose, Foresight, FlightAware Global, and Rapid Reports serve developer and enterprise workflows. It is not financial data, so flight signals still need sector-specific work.

- Profile: https://www.findmymoat.com/tools/flightaware
- Aliases: FlightAware AeroAPI, FlightAware Firehose, flight tracking API, aviation data API, flight delay tracker
- Categories: APIs & Data Feeds, Data Visualizations, Alerts, Satellite / Geospatial
- Primary use cases: market monitoring, financial data API, market data API, portfolio alerts, research reports
- Asset types: Other
- Platforms: Web, Mobile, API
- Prices: Free, Subscription, One-time
- Experience levels: Beginner, Intermediate, Advanced
- Target audience: Not specified
- Source verified: 2026-08-23

## FlowAlgo

FlowAlgo monitors unusual options activity, sweeps, blocks, equity blocks, dark-pool prints, alerts, and historical flow. It provides order-flow context, not brokerage, fundamentals, backtesting, or portfolio accounting. There is no free tier, the introductory offer is paid, and flow does not prove intent or profitability.

- Profile: https://www.findmymoat.com/tools/flowalgo
- Aliases: FlowAlgo, Flow Algo, options flow scanner, dark pool data, unusual options activity
- Categories: Options, Dark Pool & Off-Exchange, Alerts
- Primary use cases: options flow, options data, alerts, market monitoring, technical analysis, technical screening
- Asset types: Stocks, ETFs, Options
- Platforms: Web
- Prices: Subscription
- Experience levels: Beginner, Intermediate, Advanced
- Target audience: Not specified
- Source verified: 2026-08-23

## FOIAsearch

FOIAsearch indexes SEC FOIA request logs for company and organization searches. It also offers alerts for investors, investor-relations teams and people tracking reporter requests.

- Profile: https://www.findmymoat.com/tools/foiasearch
- Aliases: FOIA search, SEC FOIA logs, B7A exemption alerts, SEC investigation FOIA, Bear Cave FOIAsearch
- Categories: Alerts, Regulatory Filings Monitoring, Watchlist, Flags
- Primary use cases: market monitoring, alerts, stock research
- Asset types: Stocks
- Platforms: Web
- Prices: Free, Subscription
- Experience levels: Beginner, Intermediate, Advanced
- Target audience: Not specified
- Source verified: 2026-08-23

## FRED (Federal Reserve Economic Data)

FRED is the Federal Reserve Bank of St. Louis' free macroeconomic database. Use its series, charts, release calendar, Excel tools, mobile apps, and REST API for inflation, rates, GDP, employment, FX, credit, and market indicators. It is macro context, not equity fundamentals or brokerage infrastructure; API access needs a free key.

- Profile: https://www.findmymoat.com/tools/fred-federal-reserve-economic-data
- Aliases: FRED, Federal Reserve Economic Data, St Louis Fed API, economic data API, FRED Excel add-in
- Categories: Macro Data, Data Visualizations, Calendar, Alerts, APIs & Data Feeds, Sheets / Excel Add-ins, Official Sources
- Primary use cases: financial data API, historical market data, market monitoring, AI agent data access, fundamental research
- Asset types: Other
- Platforms: Web, Mobile, API
- Prices: Free
- Experience levels: Beginner, Intermediate, Advanced
- Target audience: Students/Researchers, Analysts, Quants/Developers
- Source verified: 2026-08-23

## Freetrade

Freetrade is an app-first UK broker with GIA, Stocks and Shares ISA, Junior ISA, and SIPP accounts. Basic is free; Standard and Plus exchange a monthly subscription for lower FX, higher capped cash interest, and extra service. It suits long-term investors more than users who need margin, derivatives, or multi-currency cash.

- Profile: https://www.findmymoat.com/tools/freetrade
- Aliases: Freetrade broker, Freetrade ISA, Freetrade SIPP, commission-free UK broker
- Categories: Brokerage, Advanced Order Types, Portfolio, Watchlist, Downloadable Tax Reports
- Primary use cases: brokerage trading, portfolio tracking, portfolio watchlists, market monitoring
- Asset types: Stocks, ETFs, Bonds, Mutual Funds
- Platforms: Web, Mobile
- Prices: Free, Subscription
- Experience levels: Beginner, Intermediate
- Target audience: Not specified
- Source verified: 2026-08-23

## Frost & Sullivan

Frost & Sullivan sells analyst research, industry reports, Frost Radar studies, economic research, and a market-intelligence platform. Use it for market structure, competition, technology adoption, and market forecasts, not ticker-level fundamentals. Store reports have public prices, while platform and enterprise access require a sales conversation.

- Profile: https://www.findmymoat.com/tools/frost-sullivan
- Aliases: Frost Sullivan, Frost Radar, iFrost, Growth Opportunity Analytics, market research reports
- Categories: Scores, Macro Data, Newsletters, Custom Dashboards, AI Research
- Primary use cases: research reports, market monitoring, investment research workspace, fundamental research, AI research workspace
- Asset types: Other
- Platforms: Web
- Prices: One-time, Subscription
- Experience levels: Beginner, Intermediate, Advanced
- Target audience: Not specified
- Source verified: 2026-08-23

## FT Markets (Markets data - Financial Times)

FT Markets brings Financial Times market data close to global equities, funds, ETFs, bonds, commodities, currencies, watchlists, portfolios, alerts, charts, and screens. It is useful for FT readers who want consumer-grade tracking beside the newsroom. Data is delayed, and deeper data, director dealings, archives, and parts of the FT require a subscription.

- Profile: https://www.findmymoat.com/tools/ft-markets-markets-data-financial-times
- Aliases: Financial Times Markets, FT Markets Data, FT global equity screener, FT portfolio watchlist, markets.ft.com
- Categories: Portfolio, Watchlist, Alerts, Compounding Calculator, Screeners, ETF Screeners, Financials, Insider Data, Fund Analysis, Data Visualizations
- Primary use cases: market monitoring, stock screening, ETF screening, fund research, portfolio watchlists, charting
- Asset types: Stocks, ETFs, Mutual Funds, Bonds, Commodities, Currencies
- Platforms: Web, Mobile
- Prices: Free, Subscription
- Experience levels: Beginner, Intermediate, Advanced
- Target audience: Not specified
- Source verified: 2026-08-23

## FullRatio

FullRatio provides screens, financial profiles, scores, charts, valuation bands, dividend fields, watchlists, alerts, and peer comparisons for US-listed stocks. Prices are delayed and financial data is generally updated quarterly. It does not provide trade execution, intraday tools, portfolio accounting, or a public API.

- Profile: https://www.findmymoat.com/tools/fullratio
- Aliases: FullRatio, FullRatio pricing, stock ratio screener, fundamental stock charts, price vs fair value chart
- Categories: Screeners, Data Visualizations, Stock Comparison, Dividends, Financials, Valuation Models, Checklist, Education, Watchlist, Alerts
- Primary use cases: stock screening, fundamentals data, fundamental research, valuation modeling, visual stock research, dividend analysis
- Asset types: Stocks
- Platforms: Web
- Prices: Free, Subscription
- Experience levels: Beginner, Intermediate
- Target audience: Not specified
- Source verified: 2026-08-23

## FX Replay

FX Replay lets traders replay forex, futures, stocks, crypto, and commodity markets in a browser. It supports multi-chart sessions, multi-asset tests, journaling, checklists, risk simulation, CSV import, and an economic calendar. It does not automate strategies or place live broker orders.

- Profile: https://www.findmymoat.com/tools/fx-replay
- Aliases: FX Replay, FX Replay pricing, forex backtesting platform, manual backtesting forex, bar replay trading simulator
- Categories: Backtesting, Paper Trading, Data Visualizations, Risk Metrics, Monte Carlo, Calendar
- Primary use cases: strategy backtesting, paper trading, technical analysis, market monitoring, portfolio analytics
- Asset types: Stocks, Currencies, Futures, Commodities, Cryptos
- Platforms: Web
- Prices: Free, Subscription
- Experience levels: Beginner, Intermediate, Advanced
- Target audience: Not specified
- Source verified: 2026-08-23

## FXMacroData

FXMacroData supplies timestamped macro releases, central-bank data, rates, yields, calendars, COT, FX reference data, dashboards, MCP tools, exports, and an API. The free endpoints cover recent USD data. Full history, other currencies, protected datasets, and customer-facing display rights require paid access.

- Profile: https://www.findmymoat.com/tools/fxmacrodata
- Aliases: FXMacroData, FX macro data API, real-time macro API, central bank data API, forex macro calendar API
- Categories: Macro Data, Yield Curves, APIs & Data Feeds, Data Visualizations
- Primary use cases: financial data API, market data API, historical market data, AI agent data access, market monitoring, strategy backtesting
- Asset types: Currencies, Bonds
- Platforms: Web, API
- Prices: Free, Subscription
- Experience levels: Intermediate, Advanced
- Target audience: Pro Retail, Institutional Investors, Swing Traders, Algo Traders, Quants/Developers, Analysts
- Source verified: 2026-08-23

## GammaWins Calculator

GammaWins Calculator models option profit and loss, value, Greeks, volatility, and strategy changes across price and time. The core calculator is free. Calculator Pro costs $29 monthly or $299 annually and adds historical market snapshots, volatility-surface analysis, and multi-date or multi-price charts. Market data is delayed by 15 minutes, and the service does not execute trades.

- Profile: https://www.findmymoat.com/tools/gammawins-calculator
- Aliases: GammaWins, GammaWins Calculator, options profit calculator, options Greeks calculator, multi-leg options payoff calculator
- Categories: Options P&L, Options, Data Visualizations
- Primary use cases: options data, strategy backtesting, technical analysis, visual stock research, portfolio analytics
- Asset types: Options, Stocks
- Platforms: Web
- Prices: Free, Subscription
- Experience levels: Intermediate, Advanced
- Target audience: Retail Traders, Pro Retail
- Source verified: 2026-08-23

## GeminIQ

GeminIQ organizes U.S. 10-K and 10-Q data into financial statements, calculated metrics, charts, tables, screens, watchlists, ownership views, and post-filing price analysis. Values retain XBRL tags and links to SEC filings, but new data arrives the next day rather than live.

- Profile: https://www.findmymoat.com/tools/geminiq
- Aliases: Gemini IQ, GeminIQ pricing, SEC financial statement research, as-filed XBRL financials, SEC stock screener, post-earnings price reaction
- Categories: Financials, Improved Filings, Data Visualizations, Screeners, Stock Comparison, Watchlist, Insider Data, Institutional Ownership, Custom Dashboards
- Primary use cases: fundamental research, fundamentals data, stock screening, visual stock research, portfolio watchlists, insider and institutional tracking
- Asset types: Stocks
- Platforms: Web
- Prices: Free, Subscription
- Experience levels: Intermediate, Advanced
- Target audience: Retail Traders, Pro Retail, Analysts, Long-term Investors, Value Investors, Growth Investors, Quality Investors, Students/Researchers
- Source verified: 2026-08-23

## getquin

getquin is a web and mobile tracker for portfolios and net worth. It connects brokers and banks, follows multiple assets and dividends, and adds AI analysis, retirement planning, budgeting, liabilities, insurance, and a social investing community. It is aimed at European retail investors who want one overview, with premium features and regional prices set in-app.

- Profile: https://www.findmymoat.com/tools/getquin
- Aliases: getquin premium, getquin portfolio tracker, getquin dividend tracker, getquin community, getquin AI
- Categories: Portfolio, Watchlist, Institutional Ownership, Stock Ideas, Market Sentiment, Dividends, News, Alerts, Broker Connectors, Retirement Calculator, Forums, Education, AI Research
- Primary use cases: portfolio tracking, portfolio analytics, dividend analysis, portfolio watchlists, market monitoring, long-term portfolio tracking
- Asset types: Stocks, ETFs, Funds, Cryptos, Real Estate, Commodities, Other
- Platforms: Web, Mobile
- Prices: Free, Subscription
- Experience levels: Beginner, Intermediate
- Target audience: Retail Traders, Long-term Investors, Dividend Investors
- Source verified: 2026-08-23

## Ghostfolio

Ghostfolio is an open-source portfolio and wealth tracker with self-hosting, multiple accounts, net-worth dashboards, imports, charts, risk views, and a REST API. Technical users get control and transparency; managed cloud hosting and professional data providers sit in Premium. Self-hosting means handling deployment, security, backups, and updates yourself.

- Profile: https://www.findmymoat.com/tools/ghostfolio
- Aliases: Ghostfolio Premium, self-hosted portfolio tracker, open source wealth tracker, privacy portfolio tracker, Ghostfolio API
- Categories: Portfolio, Data Visualizations, APIs & Data Feeds
- Primary use cases: portfolio tracking, portfolio analytics, market data API, long-term portfolio tracking, portfolio watchlists
- Asset types: Stocks, ETFs, Cryptos, Other
- Platforms: Web, Mobile, API
- Prices: Free, Subscription
- Experience levels: Beginner, Intermediate, Advanced
- Target audience: Retail Traders, Long-term Investors
- Source verified: 2026-08-23

## Glassdoor

Read what current and former employees say about a company. Compare recurring themes in reviews, see where the company is hiring, and check what it pays. This is qualitative alternative data, so confirm the pattern with company filings, other job boards, and interviews.

- Profile: https://www.findmymoat.com/tools/glassdoor
- Aliases: Glassdoor reviews, Glassdoor employer branding, Glassdoor Enhanced Profile, Indeed Employer Branding Hub, employee review data, employee sentiment alternative data, employee opinion research
- Categories: Employee/Consumer Reviews, Job Postings
- Primary use cases: research reports, investment news, market monitoring, stock research
- Asset types: Other
- Platforms: Web, Mobile
- Prices: Free, Other
- Experience levels: Beginner, Intermediate, Advanced
- Target audience: Not specified
- Source verified: 2026-09-02

## Glassnode

Glassnode combines onchain metrics, crypto market and derivatives data, ETF data, alerts, research, charts, exports, and API delivery. It is useful for wallet behavior, entity-adjusted series, point-in-time data, futures, options, and institutional crypto work. Studio access, exports, Excel, API add-ons, and data credits depend on the plan.

- Profile: https://www.findmymoat.com/tools/glassnode
- Aliases: Glassnode, Glassnode Studio, Glassnode API, on-chain analytics, crypto market intelligence
- Categories: On-chain Analytics, DEX / DeFi, Crypto Derivatives, APIs & Data Feeds, Data Visualizations, Alerts, Backtesting
- Primary use cases: market data API, financial data API, historical market data, market monitoring, quant research, AI agent data access
- Asset types: Cryptos, ETFs, Futures, Options
- Platforms: Web, API
- Prices: Free, Subscription, Other
- Experience levels: Beginner, Intermediate, Advanced
- Target audience: Retail Traders, Pro Retail, Institutional Investors, Analysts, Quants/Developers, Hedge Funds, Asset Managers
- Source verified: 2026-08-23

## Global Factor Data (JKP Factors)

Global Factor Data publishes equity factor returns, underlying portfolios, industry returns, reference files, and construction code. It covers 153 published factors across 93 countries and four regions. The data is for noncommercial research, not live trading.

- Profile: https://www.findmymoat.com/tools/global-factor-data-jkp-factors
- Aliases: JKP Factors, Global Factor Data, Jensen Kelly Pedersen factors, global equity factor returns, replication crisis finance data
- Categories: APIs & Data Feeds, Quant, Data Visualizations, Factor Exposure
- Primary use cases: quant research, historical market data, factor screening, financial data API, research reports, strategy backtesting
- Asset types: Stocks
- Platforms: Web, Other
- Prices: Free
- Experience levels: Advanced
- Target audience: Quants/Developers, Analysts, Students/Researchers
- Source verified: 2026-08-23

## Godel Terminal

Godel Terminal is a web workspace for real-time quotes, news, SEC filings, company financials, estimates, institutional holdings, comparisons, options, watchlists, and charts. It starts at $996 per seat annually, offers a 14-day trial, and does not execute trades. The product is in public beta, and its API is not generally available.

- Profile: https://www.findmymoat.com/tools/godel-terminal
- Aliases: Godel Terminal, Godel Terminal pricing, Bloomberg alternative terminal, real-time financial terminal, market news terminal
- Categories: News, Financials, Institutional Ownership, Options, Data Visualizations, Stock Comparison, Screeners, Watchlist
- Primary use cases: investment research workspace, investment news, market monitoring, options data, stock screening, fundamental research
- Asset types: Stocks, ETFs, Bonds, Options, Futures, Currencies, Cryptos
- Platforms: Web
- Prices: Subscription
- Experience levels: Beginner, Intermediate, Advanced
- Target audience: Not specified
- Source verified: 2026-08-23

## Google Finance

Google Finance provides quotes, charts, financial news, watchlists, portfolios, earnings context, and AI-assisted research for signed-in users. It supports market monitoring, not brokerage execution or professional data feeds.

- Profile: https://www.findmymoat.com/tools/google-finance
- Aliases: GoogleFinance, Google Finance AI, Google Finance watchlist, Google Finance portfolios, Google Finance portfolio
- Categories: Portfolio, Watchlist, Stock Comparison, Data Visualizations, News, News Sentiment, Calendar, Financials, Transcripts, Improved Filings, Analyst Forecasts, Analyst Ratings & Price Targets, Bulls Say Bear Say, AI Research, AI Chat, Insider Data, US Government Trades
- Primary use cases: market monitoring, portfolio watchlists, portfolio tracking, AI research workspace, stock research, investment news
- Asset types: Stocks, ETFs, Mutual Funds, Bonds, Commodities, Currencies, Cryptos, Futures, Other
- Platforms: Web, Mobile
- Prices: Free
- Experience levels: Beginner, Intermediate
- Target audience: Retail Traders, Long-term Investors, Growth Investors, Value Investors, Students/Researchers
- Source verified: 2026-08-23

## Google Trends

Google Trends measures relative search interest by place and time. Investors use it to watch attention, demand proxies, brand momentum, consumer themes, and news spikes. The index is normalized, not exact query volume or revenue. The web interface is broad, while official API access is limited and BigQuery covers selected queries.

- Profile: https://www.findmymoat.com/tools/google-trends
- Aliases: Google search trends, Google Trends BigQuery, Trending now, search interest data, Google Trends API
- Categories: Data Visualizations, News, Newsletters
- Primary use cases: market monitoring, investment news, financial data API, market data API, research reports
- Asset types: Other
- Platforms: Web
- Prices: Free
- Experience levels: Beginner, Intermediate, Advanced
- Target audience: Not specified
- Source verified: 2026-08-23

## Groww

Groww is an India-based self-directed broker for NSE and BSE shares, ETFs, mutual funds, IPOs, equity derivatives, and MCX commodities. There is no account-opening or maintenance fee, while equity orders, derivatives, DP debits, and optional MTF each have their own charges.

- Profile: https://www.findmymoat.com/tools/groww
- Aliases: Groww brokerage, Groww stocks, Groww demat, Groww F&O, Groww commodities
- Categories: Brokerage, Portfolio, Watchlist, Options, Downloadable Tax Reports
- Primary use cases: brokerage trading, options data, portfolio tracking, portfolio watchlists
- Asset types: Stocks, ETFs, Mutual Funds, Options, Futures, Commodities
- Platforms: Web, Mobile
- Prices: Other
- Experience levels: Beginner, Intermediate, Advanced
- Target audience: Not specified
- Source verified: 2026-08-23

## Groww - IPOs (Apply & Calendar)

Groww IPO is the IPO calendar and application flow inside Groww for Indian retail investors. Browse upcoming, open, and closed issues, apply through a UPI mandate, track allotment and listing, and follow updates in the same broker app. The flow requires Groww account and KYC eligibility; its separate trading API does not document IPO applications.

- Profile: https://www.findmymoat.com/tools/groww-ipos-apply-calendar
- Aliases: Groww IPO, Groww IPO apply, Groww IPO calendar, India IPO apply app, Groww trading API
- Categories: Brokerage, IPO, Calendar, News, APIs & Data Feeds
- Primary use cases: brokerage trading, broker-connected trading, stock research, investment news, market monitoring, alerts
- Asset types: Stocks, Bonds
- Platforms: Web, Mobile, API
- Prices: Free, Subscription
- Experience levels: Beginner, Intermediate, Advanced
- Target audience: Not specified
- Source verified: 2026-08-23

## GuruFocus

GuruFocus combines global fundamentals, valuation, GF Score, GF Value, stock, ETF, and bond screens, backtests, guru and institutional holdings, insider trades, portfolios, spreadsheet add-ins, and APIs. It is built for fundamental and value research, not brokerage execution.

- Profile: https://www.findmymoat.com/tools/gurufocus
- Aliases: Guru Focus, GF Score, GF Value, value investing screener, guru holdings
- Categories: Stock Ideas, Screeners, ETF Screeners, Top Analysts, Stock Comparison, ETF Comparison, Data Visualizations, Quant, Backtesting, Correlation, Portfolio, Watchlist, Institutional Ownership, US Government Trades, News, Alerts, Calendar, APIs & Data Feeds, Corporate Actions & Special Situations, IPO, Dividends, Splits, Macro Data, Yield Curves, Credit Ratings & Outlooks, Financials, Scores, Flags, Valuation Models, Improved Filings, Transcripts, Insider Data, Short Interest, Options, ETF Analysis, Fund Analysis, Analyst Forecasts, Analyst Ratings & Price Targets, AI Research, AI Chat, Sheets / Excel Add-ins, Broker Connectors, Education, Blogs, Videos, Forums, Newsletters, Custom Dashboards, Stock Handbook
- Primary use cases: stock research, stock screening, valuation modeling, investor holdings research, strategy backtesting, financial data API
- Asset types: Stocks, ETFs, Bonds, Mutual Funds, Options, Funds, Other
- Platforms: Web, Mobile, API, Other
- Prices: Free, Subscription, One-time, Other
- Experience levels: Beginner, Intermediate, Advanced
- Target audience: Retail Traders, Pro Retail, Long-term Investors, Value Investors, Quality Investors, Dividend Investors, Analysts, Quants/Developers, Asset Managers, Hedge Funds, Students/Researchers
- Source verified: 2026-08-23

## Hargreaves Lansdown

Hargreaves Lansdown offers UK funds, listed securities, research, service, and a wide range of tax wrappers. Its strength is account breadth and administration. Frequent traders should compare platform, dealing, and FX charges rather than assume the broadest service is the cheapest.

- Profile: https://www.findmymoat.com/tools/hargreaves-lansdown
- Aliases: HL broker, HL Fund and Share Account, HL Stocks and Shares ISA, HL SIPP
- Categories: Brokerage, Portfolio, Watchlist, Advanced Order Types, Downloadable Tax Reports
- Primary use cases: brokerage trading, portfolio tracking, portfolio watchlists, market monitoring, portfolio analytics
- Asset types: Stocks, ETFs, Bonds, Mutual Funds
- Platforms: Web, Mobile
- Prices: Other
- Experience levels: Beginner, Intermediate, Advanced
- Target audience: Not specified
- Source verified: 2026-08-23

## HedgeFollow

HedgeFollow organizes SEC filings into fund, stock, insider, congressional, and ETF views. Its portfolio tools combine reported institutional positions, but those filings do not show current portfolios.

- Profile: https://www.findmymoat.com/tools/hedgefollow
- Aliases: HedgeFollow, HedgeFollow pricing, hedge fund tracker, 13F ownership tracker, insider trading tracker
- Categories: Institutional Ownership, Insider Data, Screeners, Data Visualizations, Money Flow, ETF Analysis, Portfolio, Watchlist, Splits, Valuation Models, Education
- Primary use cases: insider and institutional tracking, investor holdings research, stock screening, market monitoring, portfolio analytics, stock research
- Asset types: Stocks, ETFs, Options
- Platforms: Web
- Prices: Free, Subscription
- Experience levels: Beginner, Intermediate, Advanced
- Target audience: Not specified
- Source verified: 2026-08-23

## HighShortInterest.com

HighShortInterest.com is a no-login list of U.S. stocks with reported short interest above 20%. It is a quick starting point for heavily shorted names, not a full screener or institutional feed. The site does not provide the detailed methodology, downloads, API, alerts, or live positioning needed to treat it as a complete dataset.

- Profile: https://www.findmymoat.com/tools/highshortinterest-com
- Aliases: High Short Interest, HighShortInterest, high short interest stocks, short interest over 20 percent, free short interest list
- Categories: Short Interest
- Primary use cases: stock screening, technical screening, market monitoring, portfolio watchlists, research reports
- Asset types: Stocks
- Platforms: Web
- Prices: Free
- Experience levels: Beginner, Intermediate, Advanced
- Target audience: Not specified
- Source verified: 2026-08-23

## Hong Kong Exchanges and Clearing (HKEX)

HKEX is the official source for Hong Kong listed-company announcements, HKEXnews filings, calendars, alerts, delayed quotes, and licensed market-data services. Use it for primary-source disclosures and exchange feeds. Real-time, historical tick, full order-book, and redistribution rights require paid products and licensing.

- Profile: https://www.findmymoat.com/tools/hong-kong-exchanges-and-clearing-hkex
- Aliases: HKEX, HKEXnews, Hong Kong exchange filings, HKEX market data, HKEX Data Marketplace
- Categories: News, Alerts, Calendar, IPO, Dividends, Splits, Corporate Actions & Special Situations, Order Book / Level II, Official Sources
- Primary use cases: financial data API, market data API, market monitoring, research reports, fundamental research, investment news
- Asset types: Stocks, ETFs, Bonds, Options, Futures
- Platforms: Web, Mobile
- Prices: Free, Subscription
- Experience levels: Beginner, Intermediate, Advanced
- Target audience: Not specified
- Source verified: 2026-08-23

## Hunter

Hunter finds, verifies, and enriches professional email addresses for analysts, founders, sales, and deal teams. It can support expert outreach, customer discovery, diligence interviews, and partnerships, but it is not investing data. Credits, API use, consent, opt-outs, and deliverability all need attention.

- Profile: https://www.findmymoat.com/tools/hunter
- Aliases: Hunter.io, Hunter email finder, Hunter API, email verification API, sales outreach credits
- Categories: APIs & Data Feeds, Webhooks, Zapier / Make, Sheets / Excel Add-ins
- Primary use cases: AI agent data access, investment research workspace, research reports
- Asset types: Other
- Platforms: Web, API
- Prices: Free, Subscription
- Experience levels: Beginner, Intermediate, Advanced
- Target audience: Not specified
- Source verified: 2026-08-23

## IBISWorld

IBISWorld sells industry reports, risk ratings, forecasts, financial benchmarks, business-environment profiles, APIs, and AI report search. It can provide industry context before a company or sector review. Membership pricing is quote based, and individual reports carry high one-time prices.

- Profile: https://www.findmymoat.com/tools/ibisworld
- Aliases: IBIS World, IBISWorld API, industry research reports, Phil AI, industry risk ratings
- Categories: APIs & Data Feeds, Scores, AI Chat, Blogs, Custom Dashboards
- Primary use cases: research reports, market monitoring, financial data API, investment research workspace, AI research workspace
- Asset types: Other
- Platforms: Web, API
- Prices: Subscription, One-time
- Experience levels: Beginner, Intermediate, Advanced
- Target audience: Not specified
- Source verified: 2026-08-23

## IBorrowDesk

IBorrowDesk tracks stock-borrow availability and fees from Interactive Brokers' securities-lending data. It is useful for short sellers and event-driven researchers watching hard-to-borrow pressure in stocks and ETFs. It reflects IBKR only, not the whole lending market; longer history and CSV exports require Patron support.

- Profile: https://www.findmymoat.com/tools/iborrowdesk
- Aliases: iBorrowDesk, IBorrowDesk Patron, borrow fee tracker, short borrow availability, IBKR stock loan data
- Categories: Short Interest, Watchlist, Alerts
- Primary use cases: market monitoring, stock research, portfolio alerts, financial data API
- Asset types: Stocks, ETFs
- Platforms: Web
- Prices: Free, Subscription
- Experience levels: Beginner, Intermediate, Advanced
- Target audience: Not specified
- Source verified: 2026-08-23

## ICE Index Platform (ICE Data Indices)

ICE Index Platform provides licensed ICE index levels, constituents, historical performance, fixed-income benchmarks, automated feeds, custom index tools, and the ICE Global Index Feed. It serves benchmark, risk, product, and data teams. Access and reuse depend on subscriptions and licensing, not a free public database.

- Profile: https://www.findmymoat.com/tools/ice-index-platform-ice-data-indices
- Aliases: ICE Index Platform, ICE Data Indices, ICE Global Index Feed, fixed income index data, ICE index trial
- Categories: APIs & Data Feeds, Index Rebalancing, Data Visualizations, Official Sources
- Primary use cases: market data API, historical market data, financial data API, market monitoring, fund research
- Asset types: Bonds, Stocks, Commodities, Currencies
- Platforms: Web, API
- Prices: Subscription, Other
- Experience levels: Advanced
- Target audience: Not specified
- Source verified: 2026-08-23

## Ideagen Audit Analytics

Ideagen Audit Analytics provides searchable data on audits, accounting disclosures, regulatory activity, and selected corporate and legal events. It is a licensed research database, not a broker, portfolio tracker, or retail market-data terminal.

- Profile: https://www.findmymoat.com/tools/ideagen-audit-analytics
- Aliases: Ideagen Audit Analytics, Audit Analytics, audit intelligence data, SEC accounting red flags, PCAOB inspection database
- Categories: Regulatory Filings Monitoring, Flags, Corporate Actions & Special Situations, IPO, APIs & Data Feeds, Alerts
- Primary use cases: fundamental research, fundamentals data, market monitoring, alerts, financial data API, research reports
- Asset types: Stocks, ETFs, Mutual Funds, Private Funds, Funds
- Platforms: Web
- Prices: Subscription
- Experience levels: Beginner, Intermediate, Advanced
- Target audience: Not specified
- Source verified: 2026-08-23

## In Practise

In Practise is a qualitative research library of executive interviews, transcripts, surveys, and company series. It adds operating detail, customer and competitor views, and management perspective to filings and valuation work. Sampling is limited on the free plan; full access and private interviews are paid.

- Profile: https://www.findmymoat.com/tools/in-practise
- Aliases: InPractise, In Practise executive interviews, IP Research, expert interviews, company learning journeys
- Categories: Transcripts, Videos, Playbooks & Case Studies, Newsletters, Blogs
- Primary use cases: research reports, fundamental research, investment research workspace, stock research, investment news, AI research workspace
- Asset types: Other
- Platforms: Web
- Prices: Free, Other
- Experience levels: Intermediate, Advanced
- Target audience: Not specified
- Source verified: 2026-08-23

## InsideArbitrage

InsideArbitrage combines special-situation research with screens, calendars, newsletters and tracking tools. Its main subjects are merger arbitrage, insider trades, spinoffs, buybacks, CVRs, tender offers and activist campaigns.

- Profile: https://www.findmymoat.com/tools/insidearbitrage
- Aliases: Inside Arbitrage, Asif Suria, merger arbitrage tool, special situations newsletter, event driven investing
- Categories: News, Alerts, Calendar, Corporate Actions & Special Situations, Dividends, Splits, Insider Data, Institutional Ownership, Regulatory Filings Monitoring, Screeners, Data Visualizations, Portfolio, Watchlist, Blogs, Newsletters, Videos, Playbooks & Case Studies
- Primary use cases: stock research, market monitoring, insider and institutional tracking, investment news, portfolio watchlists
- Asset types: Stocks, ETFs
- Platforms: Web
- Prices: Free, Subscription
- Experience levels: Beginner, Intermediate, Advanced
- Target audience: Not specified
- Source verified: 2026-08-23

## Insider Monitor

Insider Monitor is a free U.S. reference site for Forms 3, 4, and 5, insider buys and sells, cluster buys, and top-buying lists. It is a quick prompt for checking recent activity and then opening the SEC filing. Reporting lags the trade, and the site does not advertise alerts, exports, or an API.

- Profile: https://www.findmymoat.com/tools/insider-monitor
- Aliases: InsiderMonitor, real-time insider trading report, Form 4 insider buys, officer cluster buys, SEC insider trading reports
- Categories: Insider Data, Regulatory Filings Monitoring
- Primary use cases: insider and institutional tracking, market monitoring, stock research, investment news
- Asset types: Stocks, Closed-End Funds
- Platforms: Web
- Prices: Free
- Experience levels: Beginner, Intermediate, Advanced
- Target audience: Not specified
- Source verified: 2026-08-23

## Insider Screener

Insider Screener standardizes director and insider transactions across several markets, with screens, saved stocks, exports, alerts, and a separate REST API. It is an insider-signal layer for research, not a complete thesis, broker, portfolio ledger, or unrestricted bulk feed.

- Profile: https://www.findmymoat.com/tools/insider-screener
- Aliases: InsiderScreener, insider trading screener, global insider trades, insider transactions API, director dealings tracker
- Categories: Screeners, Watchlist, Alerts, Insider Data, Scores, APIs & Data Feeds
- Primary use cases: insider and institutional tracking, stock screening, portfolio alerts, market monitoring, financial data API, stock research
- Asset types: Stocks
- Platforms: Web, API
- Prices: Free, Subscription
- Experience levels: Beginner, Intermediate, Advanced
- Target audience: Not specified
- Source verified: 2026-08-23

## InsiderScore (VerityData | InsiderScore)

InsiderScore is part of the VerityData suite. It tracks insider transactions, buybacks, management changes, ownership, and other company events. Its scores and flags are research inputs, not a complete investment thesis or an execution tool.

- Profile: https://www.findmymoat.com/tools/insiderscore-veritydata-insiderscore
- Aliases: InsiderScore, VerityData InsiderScore, insider trading data, Form 4 analytics, stock buyback data
- Categories: Insider Data, Institutional Ownership, Corporate Actions & Special Situations, Alerts, APIs & Data Feeds, Watchlist, Flags
- Primary use cases: insider and institutional tracking, investor holdings research, market data API, financial data API, market monitoring, research reports
- Asset types: Stocks, ETFs, Options, Bonds
- Platforms: Web, API
- Prices: Subscription
- Experience levels: Intermediate, Advanced
- Target audience: Not specified
- Source verified: 2026-08-23

## Interactive Brokers (IBKR)

Interactive Brokers serves active investors, professionals, quantitative traders, and institutions across global markets. It supports advanced orders, SmartRouting, APIs, paper trading, and portfolio analysis. Products, commissions, data fees, protection, and API limits depend on market, account, entity, and country.

- Profile: https://www.findmymoat.com/tools/interactive-brokers-ibkr
- Aliases: IBKR, Interactive Brokers, IBKR API, Trader Workstation, TWS API
- Categories: Brokerage, Advanced Order Types, Smart/Direct Routing, Paper Trading, Options, Portfolio, Watchlist, Screeners, Risk Metrics, Performance Attribution, News, Order Book / Level II, Crypto Derivatives, APIs & Data Feeds
- Primary use cases: brokerage trading, broker-connected trading, paper trading, portfolio analytics, market monitoring, financial data API
- Asset types: Stocks, ETFs, Options, Futures, Currencies, Bonds, Mutual Funds, Commodities, Cryptos, Other
- Platforms: Web, Mobile, Desktop, API
- Prices: Free, Subscription
- Experience levels: Beginner, Intermediate, Advanced
- Target audience: Retail Traders, Pro Retail, Institutional Investors, Day Traders, Swing Traders, Algo Traders, Long-term Investors, Financial Advisors, Quants/Developers
- Source verified: 2026-08-23

## interactive investor

interactive investor is a flat-fee UK platform for Trading Accounts, ISAs, SIPPs, Junior ISAs, and family portfolios. Core, Plus, and Premium subscriptions trade predictable platform charges against different service levels. Dealing, FX, and special-service fees still vary by plan.

- Profile: https://www.findmymoat.com/tools/interactive-investor
- Aliases: interactive investor broker, ii broker, ii ISA, ii SIPP
- Categories: Brokerage, Portfolio, Watchlist, Advanced Order Types, Downloadable Tax Reports
- Primary use cases: brokerage trading, portfolio tracking, portfolio watchlists, market monitoring, investment research workspace
- Asset types: Stocks, ETFs, Bonds, Mutual Funds
- Platforms: Web, Mobile
- Prices: Subscription
- Experience levels: Beginner, Intermediate, Advanced
- Target audience: Not specified
- Source verified: 2026-08-23

## Intrinio

Intrinio sells licensed market data for developers and data teams. APIs, WebSockets, MCP, files, Snowflake, S3, and selected FTP workflows cover markets, fundamentals, options, ETFs, funds, analysts, dividends, splits, and company news. Price, entitlements, redistribution rights, and delivery methods vary by plan and dataset.

- Profile: https://www.findmymoat.com/tools/intrinio
- Aliases: Intrinio API, Intrinio OptionsEdge, Intrinio EquitiesEdge, AI-ready financial data API, real-time options data API
- Categories: APIs & Data Feeds, Options, News, Financials, ETF Analysis, Institutional Ownership, Dividends, Splits, Analyst Forecasts, Analyst Ratings & Price Targets
- Primary use cases: financial data API, market data API, options data, historical market data, fundamentals data, AI agent data access
- Asset types: Stocks, ETFs, Options, Mutual Funds
- Platforms: Web, API
- Prices: Subscription, One-time
- Experience levels: Beginner, Intermediate, Advanced
- Target audience: Not specified
- Source verified: 2026-08-23

## Invesst

Invesst is an AI research workspace for RIAs, portfolio managers, analysts, and self-directed investors. It combines natural-language questions, stock and ETF screens, valuation models, watchlists, real-time data, and read-only brokerage analysis. AI output needs checking, and brokerage links provide context rather than trade execution.

- Profile: https://www.findmymoat.com/tools/invesst
- Aliases: Invesst AI, Invesst.ai, AI investing search engine, AI stock screener, brokerage portfolio AI
- Categories: Screeners, Valuation Models, Portfolio, AI Research, AI Chat
- Primary use cases: AI research workspace, stock screening, valuation modeling, portfolio analytics, fundamental research, market monitoring
- Asset types: Stocks, ETFs, Cryptos
- Platforms: Web
- Prices: Free, Subscription
- Experience levels: Beginner, Intermediate, Advanced
- Target audience: Not specified
- Source verified: 2026-08-23

## Investing.com

Investing.com combines quotes, charts, news, calendars, watchlists, alerts, portfolios, screens, and mobile monitoring. InvestingPro adds paid AI tools, stock ideas, valuation estimates, Health Scores, ProTips, and more fundamental data.

- Profile: https://www.findmymoat.com/tools/investing-com
- Aliases: Investing com, InvestingPro, WarrenAI, ProPicks, economic calendar
- Categories: Stock Ideas, Screeners, Stock Comparison, Data Visualizations, Options, Correlation, Portfolio, Watchlist, Institutional Ownership, News, Alerts, Calendar, Market Sentiment, Dividends, Splits, IPO, Macro Data, Yield Curves, CDS Spreads, Financials, Scores, Valuation Models, Improved Filings, Transcripts, Insider Data, ETF Analysis, Analyst Forecasts, Analyst Ratings & Price Targets, AI Research, AI Chat, Education, Blogs, Videos, Forums
- Primary use cases: market monitoring, investment news, stock screening, charting, portfolio tracking, AI research workspace
- Asset types: Stocks, ETFs, Bonds, Commodities, Currencies, Cryptos, Closed-End Funds, Funds, Options, Futures, Real Estate, Other
- Platforms: Web, Mobile, Other
- Prices: Free, Subscription
- Experience levels: Beginner, Intermediate, Advanced
- Target audience: Retail Traders, Pro Retail, Day Traders, Swing Traders, Long-term Investors, Value Investors, Growth Investors, Dividend Investors, Analysts, Students/Researchers
- Source verified: 2026-08-23

## Investment Masters Class (MastersInvest.com)

Investment Masters Class is a free collection of investing lessons, letters, reading, and essays about notable investors and business builders. It is for improving process and judgment, not screens, data, signals, or personal advice.

- Profile: https://www.findmymoat.com/tools/investment-masters-class-mastersinvest-com
- Aliases: MastersInvest, Investment Masters Class, investing tutorials, great investors lessons, value investing education
- Categories: Education, Blogs, Newsletters, Playbooks & Case Studies
- Primary use cases: research reports, fundamental research, investment news, stock research
- Asset types: Other
- Platforms: Web
- Prices: Free
- Experience levels: Beginner, Intermediate, Advanced
- Target audience: Not specified
- Source verified: 2026-08-23

## Investopedia

Investopedia combines free finance education, market news, explainers, calculators, newsletters, and a Stock Simulator. It is useful for beginners, students, educators, and practice accounts. The simulator uses delayed data, limited exchanges, and limited options, so it is not live execution or professional trading infrastructure.

- Profile: https://www.findmymoat.com/tools/investopedia
- Aliases: Investopedia, Investopedia Simulator, stock market simulator, paper trading simulator, financial dictionary
- Categories: Education, Blogs, News, Newsletters, Paper Trading, Portfolio
- Primary use cases: paper trading, investment news, stock research, fundamental research, portfolio tracking, stock screening
- Asset types: Stocks, ETFs, Bonds, Options, Commodities, Cryptos
- Platforms: Web
- Prices: Free
- Experience levels: Beginner, Intermediate, Advanced
- Target audience: Retail Traders, Pro Retail, Students/Researchers, Financial Advisors
- Source verified: 2026-08-23

## InvestorGain

InvestorGain tracks Indian IPO GMP, subscriptions, allotments, anchor allocations, listing performance, rights issues, NCDs, sovereign gold bonds, and broker comparisons. Verify issue terms with exchanges, registrars, prospectuses, and brokers. GMP is not an official listing forecast.

- Profile: https://www.findmymoat.com/tools/investorgain
- Aliases: InvestorGain, InvestorGain IPO GMP, India IPO subscription tracker, SME IPO GMP dashboard, IPO allotment status India
- Categories: IPO, Corporate Actions & Special Situations, New Issues & Calendars, Calendar, Blogs, Education
- Primary use cases: stock research, investment news, market monitoring, alerts, research reports
- Asset types: Stocks, Bonds
- Platforms: Web, Mobile
- Prices: Free
- Experience levels: Beginner, Intermediate, Advanced
- Target audience: Not specified
- Source verified: 2026-08-23

## IPO Watch (ipowatch.in)

IPO Watch tracks Indian mainboard and SME IPOs, GMP, subscriptions, allotments, listings, and related corporate actions. It is not a broker or SEBI-registered adviser. Verify issue terms and application status with the exchange, registrar, prospectus, and broker.

- Profile: https://www.findmymoat.com/tools/ipo-watch-ipowatch-in
- Aliases: IPO Watch, ipowatch.in, IPO GMP, India IPO calendar, SME IPO allotment
- Categories: IPO, Corporate Actions & Special Situations, Dividends, Splits, News, Alerts, Calendar, New Issues & Calendars, Blogs
- Primary use cases: stock research, investment news, market monitoring, alerts, research reports
- Asset types: Stocks, Bonds, Funds, Other
- Platforms: Web, Mobile
- Prices: Free
- Experience levels: Beginner, Intermediate, Advanced
- Target audience: Not specified
- Source verified: 2026-08-23

## IPOScoop

IPOScoop follows U.S. IPOs from filing through pricing, first-day trading, quiet-period expiry, and lock-up expiry. Free pages cover calendars, recent pricings, lists, and Buzz commentary; subscribers get SCOOP Ratings and selected event trackers. It monitors IPOs, not the wider market or brokerage execution.

- Profile: https://www.findmymoat.com/tools/iposcoop
- Aliases: IPO Scoop, IPOScoop IPO calendar, SCOOP Ratings, IPO lock-up expiration, IPO quiet period tracker
- Categories: IPO, Corporate Actions & Special Situations, Calendar, News, Scores, Regulatory Filings Monitoring
- Primary use cases: investment news, market monitoring, research reports, stock research
- Asset types: Stocks
- Platforms: Web
- Prices: Free, Subscription, Other
- Experience levels: Beginner, Intermediate, Advanced
- Target audience: Not specified
- Source verified: 2026-08-23

## IPOWala.in

IPOWala publishes public pages for Indian mainboard and SME IPOs, including GMP estimates, subscriptions, allotment links, listing results, and buybacks. Use its unofficial GMP figures as context and verify issue details with the exchange, issuer, and registrar.

- Profile: https://www.findmymoat.com/tools/ipowala-in
- Aliases: IPOWala, IPO Wala, IPO GMP, India IPO GMP, IPO grey market premium
- Categories: IPO, Calendar, Corporate Actions & Special Situations, Data Visualizations
- Primary use cases: market monitoring, stock research, alerts
- Asset types: Stocks
- Platforms: Web
- Prices: Free
- Experience levels: Beginner, Intermediate
- Target audience: Retail Traders
- Source verified: 2026-08-23

## Journalytic

Journalytic is an investment journal for ideas, thesis changes, checklists, predictions, moods, self-contracts, and postmortems. It helps investors review their decision process over time without turning the journal into an execution log. Open beta is free; it is not a market terminal, screener, broker, or research database.

- Profile: https://www.findmymoat.com/tools/journalytic
- Aliases: investment journal, investor journaling, Journalytic open beta, decision journal, investment process analytics
- Categories: Notes & Highlights, Checklist, Data Visualizations
- Primary use cases: investment research workspace, stock research
- Asset types: Stocks, Cryptos, Real Estate, Private Funds
- Platforms: Web
- Prices: Free
- Experience levels: Beginner, Intermediate, Advanced
- Target audience: Not specified
- Source verified: 2026-08-23

## justETF

justETF is a Europe-first research and planning service for UCITS ETFs and ETCs. It offers screens, fund profiles, stock-to-ETF searches, watchlists, transaction portfolios, savings plans, simulations, rebalancing, attribution, and mobile alerts. It is not built for U.S. ETF work, execution, tax lots, or a public API.

- Profile: https://www.findmymoat.com/tools/justetf
- Aliases: justETF Premium, justETF ETF screener, UCITS ETF portfolio, European ETF screener, justETF portfolio planner
- Categories: ETF Screeners, ETF Comparison, Portfolio, Watchlist, Backtesting, Alerts, ETF Analysis, Which ETF includes this Stock?, Education
- Primary use cases: ETF screening, portfolio tracking, portfolio analytics, strategy backtesting, portfolio alerts, fund research
- Asset types: ETFs, Commodities, Stocks
- Platforms: Web, Mobile
- Prices: Free, Subscription
- Experience levels: Beginner, Intermediate, Advanced
- Target audience: Not specified
- Source verified: 2026-08-23

## Khan Academy (Economics & Finance)

Khan Academy Economics & Finance is a free learning hub for economics, finance, markets, financial literacy, personal finance, and basic investing. Lessons, videos, articles, and exercises suit beginners, students, educators, and onboarding. It does not provide market data, screens, portfolios, trading, or professional credentials.

- Profile: https://www.findmymoat.com/tools/khan-academy-economics-finance
- Aliases: Khan Academy finance, Khan Academy economics, free finance course, financial literacy course, finance and capital markets
- Categories: Education, Courses & Certs, Videos
- Primary use cases: stock research, fundamental research, options data, fund research
- Asset types: Stocks, Bonds, Options, ETFs, Mutual Funds
- Platforms: Web, Mobile
- Prices: Free
- Experience levels: Beginner, Intermediate, Advanced
- Target audience: Not specified
- Source verified: 2026-08-23

## Koyfin

Koyfin is a web and mobile research terminal with dashboards, charts, screens, portfolios, news, alerts, transcripts, and market data across equities, funds, macro, FX, commodities, crypto, and yield curves. Free access shows the workflow; paid and Advisor tiers add history, reports, alerts, integrations, and client portfolios. There is no public API.

- Profile: https://www.findmymoat.com/tools/koyfin
- Aliases: Koyfin terminal, Koyfin Pro, financial dashboard, investment analytics platform, advisor reporting
- Categories: Screeners, ETF Screeners, Data Visualizations, Custom Dashboards, Correlation, Portfolio, Watchlist, News, Alerts, Calendar, Financials, Analyst Forecasts, Analyst Ratings & Price Targets, Transcripts, AI Research, Short Interest, ETF Analysis, Fund Analysis, Yield Curves, Advisor Operations
- Primary use cases: investment research workspace, stock screening, charting, portfolio analytics, market monitoring, advisor client reporting
- Asset types: Stocks, ETFs, Mutual Funds, Closed-End Funds, Bonds, Currencies, Commodities, Futures, Cryptos
- Platforms: Web, Mobile
- Prices: Free, Subscription, Other
- Experience levels: Beginner, Intermediate, Advanced
- Target audience: Retail Traders, Pro Retail, Institutional Investors, Analysts, Asset Managers, Financial Advisors, RIAs / Wealth Firms, Students/Researchers
- Source verified: 2026-08-23

## Kubera

Kubera is a paid balance-sheet and portfolio tracker for households, founders, expats, advisors, and family offices. It aggregates banks, brokers, crypto, real estate, private equity, alternatives, documents, beneficiaries, and currencies, with scenarios, estate handoff, advisor portals, and an API. It is reporting software, not a broker, tax engine, or rebalancer.

- Profile: https://www.findmymoat.com/tools/kubera
- Aliases: Kubera net worth tracker, Kubera Essentials, Kubera Black, Kubera API, Kubera White Label
- Categories: Portfolio, Broker Connectors, APIs & Data Feeds, Advisor Operations, Custom Dashboards, Blogs, Education
- Primary use cases: portfolio tracking, portfolio analytics, advisor client reporting, market data API, long-term portfolio tracking, portfolio watchlists
- Asset types: Stocks, Bonds, ETFs, Mutual Funds, Cryptos, Real Estate, Commodities, Private Funds, Funds, Other
- Platforms: Web, Mobile, Desktop, API
- Prices: Subscription
- Experience levels: Intermediate, Advanced
- Target audience: Pro Retail, Retail Traders, Long-term Investors, Financial Advisors, Family Offices
- Source verified: 2026-08-23

## Letters and Reviews

Letters and Reviews is a free curated collection of fund-manager, hedge-fund, and shareholder letters, ticker mentions, and quarterly 13F pages. It is a lightweight idea-research starting point. It is not a normalized holdings database, alert service, full-text platform, or recommendation engine.

- Profile: https://www.findmymoat.com/tools/letters-and-reviews
- Aliases: Letters & Reviews, fund manager letters, hedge fund letters, 13F letters, investor letters archive
- Categories: Stock Ideas, Institutional Ownership, Blogs
- Primary use cases: investor holdings research, fundamental research, investment research workspace, research reports, stock research, investment news
- Asset types: Stocks, ETFs
- Platforms: Web
- Prices: Free
- Experience levels: Beginner, Intermediate, Advanced
- Target audience: Not specified
- Source verified: 2026-08-23

## Lightyear

Lightyear is a brokerage app for customers in the UK and supported European countries. It combines stocks, ETFs, funds, selected bonds, multi-currency cash, investment plans, and basic AI research. Crypto is limited to eligible EU customers. It is not an equity terminal, factor screener, or backtesting system.

- Profile: https://www.findmymoat.com/tools/lightyear
- Aliases: Lightyear investing, Lightyear brokerage, Lightyear AI, Lightyear stocks ETFs
- Categories: Brokerage, Portfolio, Watchlist, AI Research, Stock Ideas, ETF Analysis, Fund Analysis, Data Visualizations
- Primary use cases: brokerage trading, portfolio tracking, stock research, fund research, AI research workspace
- Asset types: Stocks, ETFs, Bonds, Funds, Cryptos
- Platforms: Web, Mobile
- Prices: Free
- Experience levels: Beginner, Intermediate
- Target audience: Retail Traders, Long-term Investors, Index/Passive Investors
- Source verified: 2026-08-23

## LIQN

LIQN, or Liquidation Nation, tracks factors and themes across more than 3,000 U.S. equities. It combines factor maps, flow and short-interest context, historical analysis, crowd and podcast signals, news, event exposures, thesis prompts, and custom baskets.

- Profile: https://www.findmymoat.com/tools/liqn
- Aliases: LIQN, Liqn AI, Liquidation Nation, LIQN factor universe, Liquidation Nation factor dashboard
- Categories: Data Visualizations, Quant, Money Flow, Factor Exposure, Risk Metrics, Watchlist, Short Interest, Stock Ideas, News, News Sentiment, Calendar, Market Sentiment, AI Research, Education, Videos, Custom Dashboards
- Primary use cases: market monitoring, market maps, quant research, factor screening, AI research workspace, investment news, portfolio watchlists
- Asset types: Stocks
- Platforms: Web
- Prices: Free
- Experience levels: Beginner, Intermediate, Advanced
- Target audience: Retail Traders, Pro Retail, Swing Traders, Analysts, Quants/Developers, Institutional Investors, Asset Managers, Hedge Funds
- Source verified: 2026-08-23

## Listen Notes

Listen Notes is a podcast search engine, API, alerts service, and dataset seller. Investors can search interviews, monitor keywords, and analyze podcast metadata as one research input. A podcast mention is not a verified financial disclosure.

- Profile: https://www.findmymoat.com/tools/listen-notes
- Aliases: Listen Notes, Listen Notes API, podcast search API, podcast mentions alerts, podcast dataset
- Categories: APIs & Data Feeds, Alerts, Education, Other
- Primary use cases: investment news, market monitoring, financial data API, AI agent data access, research reports
- Asset types: Other
- Platforms: Web, API, Mobile
- Prices: Free, Subscription, One-time
- Experience levels: Beginner, Intermediate, Advanced
- Target audience: Not specified
- Source verified: 2026-08-23

## ListingTrack

ListingTrack follows IPOs, SPACs, de-SPACs, public mergers and acquisitions, and private-company listing pipelines. Its focus is event tracking, not company fundamentals or valuation.

- Profile: https://www.findmymoat.com/tools/listingtrack
- Aliases: ListingTrack, ListingTrack pricing, IPO tracker, SPAC tracker, public M&A tracker
- Categories: IPO, Corporate Actions & Special Situations, Calendar, Screeners, News, Watchlist, Newsletters
- Primary use cases: stock research, investment news, market monitoring, alerts, stock screening, research reports
- Asset types: Stocks
- Platforms: Web
- Prices: Free, Subscription
- Experience levels: Beginner, Intermediate, Advanced
- Target audience: Not specified
- Source verified: 2026-08-23

## LuxAlgo

LuxAlgo combines market pages, technical indicators, screens, natural-language strategy generation, and AI Backtesting. Its paid algos integrate with TradingView, while generated strategies can use webhooks on compatible external platforms.

- Profile: https://www.findmymoat.com/tools/luxalgo
- Aliases: LuxAlgo, LuxAlgo pricing, TradingView indicators, AI backtesting assistant, price action concepts indicator
- Categories: Screeners, Data Visualizations, Backtesting, Alerts, Money Flow, AI Research, AI Chat, Education, Videos, Blogs, Compounding Calculator, Position Sizing
- Primary use cases: technical analysis, technical screening, strategy backtesting, charting, alerts, AI research workspace
- Asset types: Stocks, ETFs, Futures, Commodities, Currencies, Cryptos
- Platforms: Web
- Prices: Free, Subscription
- Experience levels: Beginner, Intermediate, Advanced
- Target audience: Not specified
- Source verified: 2026-08-23

## MacroMicro

MacroMicro visualizes economic cycles and markets through macro dashboards, ETF tools, institutional holdings, COT flows, events, correlations, backtests, and AI earnings summaries. It is a visual macro research service with paid exports and APIs. Higher plans control downloads, API access, commercial charts, and reuse rights.

- Profile: https://www.findmymoat.com/tools/macromicro
- Aliases: MacroMicro, MacroMicro pricing, macro investing platform, economic cycle charts, MacroMicro API
- Categories: Data Visualizations, ETF Screeners, ETF Comparison, Which ETF includes this Stock?, Calendar, Macro Data, Institutional Ownership, Watchlist, Backtesting, Correlation, APIs & Data Feeds, Transcripts, AI Chat, AI Research
- Primary use cases: market monitoring, market maps, ETF screening, strategy backtesting, AI research workspace, financial data API, fundamentals data
- Asset types: Stocks, ETFs, Bonds, Commodities, Currencies, Cryptos
- Platforms: Web, API
- Prices: Free, Subscription
- Experience levels: Beginner, Intermediate, Advanced
- Target audience: Not specified
- Source verified: 2026-08-23

## Macrotrends

Macrotrends provides long-run charts for stocks, fundamentals, dividends, indices, commodities, FX, rates, global metrics, and a simple screener. It is good for quick historical context without a terminal. Some charts and resources require Premium Access, and the current terms do not record monthly billing.

- Profile: https://www.findmymoat.com/tools/macrotrends
- Aliases: Macro Trends, Macrotrends stock screener, historical charts, long term stock charts, delisted stocks
- Categories: Screeners, Stock Comparison, Data Visualizations, Financials, Dividends, Macro Data, Corporate Actions & Special Situations
- Primary use cases: historical market data, stock screening, fundamentals data, charting, market monitoring, stock research
- Asset types: Stocks, Bonds, Commodities, Currencies, Real Estate, Other
- Platforms: Web
- Prices: Free, Subscription
- Experience levels: Beginner, Intermediate, Advanced
- Target audience: Retail Traders, Long-term Investors
- Source verified: 2026-08-23

## Magic Formula Investing

Magic Formula Investing is the official free Joel Greenblatt-style screen. It ranks eligible U.S. stocks by earnings yield and return on capital and returns a simple list of 30 or 50 names based on minimum market cap. It is a narrow idea screen, not a flexible research terminal or portfolio tool.

- Profile: https://www.findmymoat.com/tools/magic-formula-investing
- Aliases: Magic Formula Investing, Magic Formula screener, Joel Greenblatt screener, Little Book That Beats the Market screener, earnings yield return on capital screener
- Categories: Screeners, Stock Ideas
- Primary use cases: stock screening, factor screening, quant research, stock research, fundamental research
- Asset types: Stocks
- Platforms: Web
- Prices: Free
- Experience levels: Beginner, Intermediate, Advanced
- Target audience: Not specified
- Source verified: 2026-08-23

## MarineTraffic

MarineTraffic tracks vessels, voyages, ports, routes, custom areas, alerts, historical tracks, and AIS data APIs. Investors can use ship movements and port calls as supply-chain, shipping, and commodity context. It is not securities data, a price feed, broker, or portfolio tool, and API access depends on entitlement.

- Profile: https://www.findmymoat.com/tools/marinetraffic
- Aliases: Marine Traffic, MarineTraffic AIS, vessel tracking API, shipping AIS data, Kpler MarineTraffic
- Categories: Data Visualizations, APIs & Data Feeds, Shipping & Trade, Alerts
- Primary use cases: market maps, market monitoring, financial data API, alerts, historical market data, research reports
- Asset types: Other
- Platforms: Web, Mobile, API
- Prices: Free, Subscription, Other
- Experience levels: Beginner, Intermediate, Advanced
- Target audience: Not specified
- Source verified: 2026-08-23

## Marketgenius

Marketgenius is a free stock-research site with global index heatmaps, superinvestor portfolios, a stock screener, company fundamentals, ownership data, valuation tools, dividends, short interest, and financial calculators. It is not a broker, terminal, portfolio tracker, or public API.

- Profile: https://www.findmymoat.com/tools/marketgenius
- Aliases: Market Genius, Marketgenius heatmap, stock heatmap, superinvestor portfolio heatmap, free stock fundamentals dashboard
- Categories: Data Visualizations, Screeners, Institutional Ownership, Financials, Valuation Models, Scores, Dividends, Short Interest, Insider Data, Blogs
- Primary use cases: market maps, visual stock research, stock research, market monitoring, investor holdings research
- Asset types: Stocks
- Platforms: Web
- Prices: Free
- Experience levels: Beginner, Intermediate
- Target audience: Retail Traders, Pro Retail
- Source verified: 2026-08-23

## MarketInOut

MarketInOut screens stocks, ETFs, forex, and crypto with formulas, historical screens, strategy backtests, alerts, watchlists, portfolios, correlations, and one-time membership terms. It suits traders who want custom rules without a monthly SaaS bill. Free use is limited and there is no broker execution, sync, or automation.

- Profile: https://www.findmymoat.com/tools/marketinout
- Aliases: Market In Out, MarketInOut screener, formula stock screener, stock screener backtesting, Telegram stock alerts
- Categories: Screeners, Backtesting, Watchlist, Portfolio, Correlation, Alerts, APIs & Data Feeds
- Primary use cases: stock screening, technical screening, strategy backtesting, portfolio alerts, charting, market monitoring
- Asset types: Stocks, ETFs, Currencies, Cryptos
- Platforms: Web
- Prices: Free, One-time
- Experience levels: Beginner, Intermediate, Advanced
- Target audience: Not specified
- Source verified: 2026-08-23

## Marketlog

Marketlog tracks portfolios on web and mobile through manual or broker-connected holdings, dividends, goals, target allocation, benchmarks, forecasts, alerts, market pages, calendars, and portfolio sharing. It is useful for monitoring positions and behavior, not for brokerage, advice, execution, or a public market-data API.

- Profile: https://www.findmymoat.com/tools/marketlog
- Aliases: Marketlog portfolio tracker, Marketlog Plus, Marketlog Pro, broker connected portfolio tracker, dividend portfolio tracker
- Categories: Portfolio, Watchlist, Institutional Ownership, Data Visualizations, Risk Metrics, Monte Carlo, Compounding Calculator, News, Alerts, Calendar, Dividends, Splits, IPO, Macro Data, Financials, Options, Broker Connectors, Blogs
- Primary use cases: portfolio tracking, portfolio analytics, dividend analysis, portfolio alerts, long-term portfolio tracking, broker-connected trading
- Asset types: Stocks, ETFs, Options, Bonds, Funds, Currencies, Cryptos, Other
- Platforms: Web, Mobile
- Prices: Free, Subscription
- Experience levels: Beginner, Intermediate, Advanced
- Target audience: Retail Traders, Pro Retail, Long-term Investors, Dividend Investors, Day Traders, Swing Traders
- Source verified: 2026-08-23

## Markets.com

Markets.com is a global CFD broker with web, mobile, desktop, MetaTrader, TradingView, and social or copy trading across supported products and jurisdictions. It is an execution service, so availability, protections, and costs vary by country. A free account does not remove spreads, swaps, FX, taxes, or other charges.

- Profile: https://www.findmymoat.com/tools/markets-com
- Aliases: Markets.com broker, Markets CFD trading, Markets.com TradingView, Markets.com MT5, CFD broker demo account
- Categories: Brokerage, Advanced Order Types, Copy/Social Trading, Alerts, Education
- Primary use cases: brokerage trading, paper trading, technical analysis, charting, market monitoring, broker-connected trading
- Asset types: Currencies, Stocks, Commodities, ETFs, Bonds, Cryptos
- Platforms: Web, Mobile, Desktop
- Prices: Free
- Experience levels: Beginner, Intermediate, Advanced
- Target audience: Not specified
- Source verified: 2026-08-23

## MarketScreener

MarketScreener combines global quotes, news, watchlists, screens, charts, calendars, analyst data, financials, transcripts, ESG data, insider data, newsletters, and published portfolios. Several screens, reports, and portfolios require a paid plan.

- Profile: https://www.findmymoat.com/tools/marketscreener
- Aliases: MarketScreener, MarketScreener pricing, global stock screener, stock market news screener, Surperformance
- Categories: News, Alerts, Calendar, Screeners, Stock Ideas, Data Visualizations, Watchlist, Portfolio, Financials, ESG Ratings, Insider Data, Transcripts, Analyst Forecasts, Analyst Ratings & Price Targets, Blogs, Newsletters
- Primary use cases: investment news, global stock screening, stock research, analyst ratings, market monitoring, portfolio watchlists, research reports
- Asset types: Stocks, ETFs, Commodities, Currencies, Cryptos
- Platforms: Web, Mobile
- Prices: Free, Subscription
- Experience levels: Beginner, Intermediate, Advanced
- Target audience: Retail Traders, Pro Retail, Long-term Investors, Value Investors, Growth Investors, Dividend Investors
- Source verified: 2026-08-23

## Marketstack

Marketstack is an APILayer REST service for prices, end-of-day history, intraday bars, corporate actions, reference data, ETF holdings, bond yields, commodities, analyst ratings, and SEC EDGAR datasets. It suits prototypes and products that need a simple stock API. It is not a charting app, broker, portfolio tracker, or unlimited institutional license.

- Profile: https://www.findmymoat.com/tools/marketstack
- Aliases: Marketstack API, Marketstack pricing, APILayer Marketstack, stock price API, global market data API
- Categories: APIs & Data Feeds, Dividends, Splits, ETF Analysis, Analyst Ratings & Price Targets
- Primary use cases: market data API, financial data API, historical market data, fundamentals data, analyst ratings, market monitoring
- Asset types: Stocks, ETFs, Bonds, Commodities, Other
- Platforms: Web, API
- Prices: Free, Subscription, Other
- Experience levels: Intermediate, Advanced
- Target audience: Quants/Developers, Analysts, Institutional Investors, Students/Researchers
- Source verified: 2026-08-23

## MarketSurge

MarketSurge is Investor's Business Daily's paid platform for growth and swing traders. It combines IBD ratings, charts, screens, buy zones, sell signals, curated lists, earnings, estimates, institutional demand, and Dow Jones news. It suits users committed to IBD or CANSLIM methods more than casual investors or tax-aware portfolio users.

- Profile: https://www.findmymoat.com/tools/marketsurge
- Aliases: IBD MarketSurge, MarketSurge Premium, MarketSmith replacement, IBD stock screener, MarketSurge Pattern Recognition
- Categories: Stock Ideas, Screeners, ETF Screeners, Data Visualizations, Watchlist, News, Alerts, Financials, Scores, Flags, Institutional Ownership, Analyst Forecasts, Education, Videos
- Primary use cases: stock screening, technical analysis, technical screening, stock research, portfolio alerts, investment news
- Asset types: Stocks, ETFs, Mutual Funds, Funds
- Platforms: Web, Mobile
- Prices: Subscription
- Experience levels: Intermediate, Advanced
- Target audience: Retail Traders, Pro Retail, Swing Traders, Growth Investors
- Source verified: 2026-08-23

## MarketWatch

MarketWatch combines Dow Jones financial news with quotes, watchlists, screens, calendars, BigCharts, options chains, fund research, rates, newsletters, and Virtual Stock Exchange. It is a consumer market site, not a broker, professional terminal, API, or modeling system; delays and subscription boundaries still apply.

- Profile: https://www.findmymoat.com/tools/marketwatch
- Aliases: Market Watch, MarketWatch Digital, BigCharts, Virtual Stock Exchange, Dow Jones MarketWatch
- Categories: News, Alerts, Calendar, Screeners, Data Visualizations, Watchlist, Paper Trading, Financials, Options, ETF Analysis, Analyst Ratings & Price Targets, Insider Data, Short Interest, Macro Data, Yield Curves, IPO, Newsletters
- Primary use cases: investment news, market monitoring, portfolio watchlists, stock screening, paper trading, alerts
- Asset types: Stocks, ETFs, Mutual Funds, Options, Futures, Commodities, Currencies, Cryptos, Bonds
- Platforms: Web, Mobile
- Prices: Free, Subscription
- Experience levels: Beginner, Intermediate, Advanced
- Target audience: Not specified
- Source verified: 2026-08-23

## MarketXLS

MarketXLS puts market data, options, portfolio analytics, screens, and templates inside Excel. It covers stocks, ETFs, options, funds, crypto, forex, fundamentals, FRED, ETF holdings, and broker order tickets. It is personal-use spreadsheet software, not a redistributable data API; real-time coverage and exchange access are tiered.

- Profile: https://www.findmymoat.com/tools/marketxls
- Aliases: MarketXLS, MarketXLS pricing, stock data in Excel, Excel options data, market data Excel add-in
- Categories: Sheets / Excel Add-ins, Broker Connectors, Screeners, Options, Options P&L, Monte Carlo, Risk Metrics, Portfolio, Watchlist, Correlation, Financials, ETF Analysis, Which ETF includes this Stock?, Research Templates, Macro Data, Blogs
- Primary use cases: market data API, fundamentals data, stock screening, options data, portfolio analytics, portfolio tracking, technical analysis
- Asset types: Stocks, ETFs, Options, Mutual Funds, Currencies, Futures, Cryptos
- Platforms: Desktop, Web
- Prices: Subscription
- Experience levels: Beginner, Intermediate, Advanced
- Target audience: Not specified
- Source verified: 2026-08-23

## Masttro

Masttro is an enterprise wealth system for ultra-high-net-worth families, family offices, RIAs, banks, and professional firms. It consolidates custodians, entities, currencies, alternatives, documents, compliance, portals, and AI workflows. Pricing is quote-based and implementation-led.

- Profile: https://www.findmymoat.com/tools/masttro
- Aliases: Masttro pricing, Masttro Intelligence, family office wealth OS, UHNW portfolio reporting, Masttro client portal
- Categories: Wealth Management, Advisor Operations, Portfolio, Custom Dashboards, APIs & Data Feeds, Broker Connectors, Audit Trail / Supervision
- Primary use cases: advisor client reporting, portfolio tracking, portfolio analytics, portfolio alerts, market data API, long-term portfolio tracking
- Asset types: Stocks, Bonds, Mutual Funds, Hedge Funds, Private Funds, Real Estate, Cryptos, Other
- Platforms: Web, Mobile, API
- Prices: Subscription
- Experience levels: Advanced
- Target audience: Family Offices, RIAs / Wealth Firms, Financial Advisors, Asset Managers, Institutional Investors
- Source verified: 2026-08-23

## Merrill Edge

Merrill Edge is Bank of America's self-directed brokerage with $0 online stock and ETF commissions, options, funds, bonds, retirement accounts, research, MarketPro, and linked banking. Its standard cash sweep pays 0.01% below $1 million.

- Profile: https://www.findmymoat.com/tools/merrill-edge
- Aliases: Merrill brokerage, Merrill Lynch self-directed, Merrill Edge Self-Directed, Merrill Edge MarketPro
- Categories: Brokerage, Portfolio, Watchlist, Advanced Order Types, Options, Downloadable Tax Reports
- Primary use cases: brokerage trading, portfolio tracking, market monitoring, options data
- Asset types: Stocks, ETFs, Options, Bonds, Mutual Funds
- Platforms: Web, Mobile, Desktop
- Prices: Free
- Experience levels: Beginner, Intermediate, Advanced
- Target audience: Not specified
- Source verified: 2026-08-23

## MesoSim

MesoSim is an options backtesting service with low-code strategies, multi-leg simulations, risk graphs, Greeks, volatility surfaces, margin models, and paper or live workflow paths. It is options research, not general stock research or portfolio accounting.

- Profile: https://www.findmymoat.com/tools/mesosim
- Aliases: MesoSim, Deltaray Research, MesoSim pricing, options backtesting software, MesoLive paper trading
- Categories: Backtesting, Options, Data Visualizations, Paper Trading, APIs & Data Feeds, AI Research, AI Chat
- Primary use cases: strategy backtesting, options data, paper trading, quant research, AI research workspace, technical analysis
- Asset types: Options, Cryptos
- Platforms: Web, API
- Prices: Free, Subscription, Other
- Experience levels: Intermediate, Advanced
- Target audience: Pro Retail, Algo Traders, Day Traders, Swing Traders, Quants/Developers, Institutional Investors
- Source verified: 2026-08-23

## MetricSide

MetricSide is a free fundamentals site for quarterly trends, valuation ratios, cash flow, margins, balance sheets, and a transparent 100-point health score. It is a quick first pass on listed stocks, with narrower coverage than a full database. Check important figures against filings.

- Profile: https://www.findmymoat.com/tools/metricside
- Aliases: Metric Side, MetricSide stock fundamentals, MetricSide financial metrics, stock health score, quarterly financial charts
- Categories: Financials, Valuation Models, Scores, Flags, Data Visualizations, Education
- Primary use cases: stock research, fundamental research, fundamentals data, visual stock research, quant ratings, valuation modeling
- Asset types: Stocks
- Platforms: Web
- Prices: Free
- Experience levels: Beginner, Intermediate
- Target audience: Retail Traders, Long-term Investors, Value Investors, Growth Investors, Quality Investors, Students/Researchers
- Source verified: 2026-08-23

## MoatMap

MoatMap combines daily Quality, Value, and Momentum scores with AI reports, insider filings, portfolio analysis, macro regimes, Top Picks, and investor lenses. Premium actions consume one-time Feather credits. Its market data and AI output still need source checks.

- Profile: https://www.findmymoat.com/tools/moatmap
- Aliases: Moat Map, MoatMap AI, AI stock screening, QVM stock scoring, AI deep dive stock report
- Categories: AI Research, Screeners, Stock Ideas, Scores, Valuation Models, Financials, Insider Data, Portfolio, Watchlist, Alerts, Market Sentiment, Data Visualizations, Checklist
- Primary use cases: AI research workspace, stock screening, stock research, quant ratings, portfolio analytics, market monitoring
- Asset types: Stocks
- Platforms: Web
- Prices: Free, One-time
- Experience levels: Beginner, Intermediate
- Target audience: Retail Traders, Pro Retail, Long-term Investors, Value Investors, Quality Investors, Growth Investors
- Source verified: 2026-08-23

## Monex Securities

Monex Securities serves Japan residents with Japanese and U.S. stocks, ETFs, funds, bonds, and derivatives. Domestic per-order fees range from ¥55 to ¥1,070; U.S. stock and ETF trades cost 0.495% up to $22, and One Share supports eligible Japanese odd lots.

- Profile: https://www.findmymoat.com/tools/monex-securities
- Aliases: Monex Japan, Monex Shoken, マネックス証券
- Categories: Brokerage, Portfolio, Watchlist, Options, Downloadable Tax Reports
- Primary use cases: brokerage trading, options data, portfolio tracking, portfolio watchlists
- Asset types: Stocks, ETFs, Mutual Funds, Bonds, Options, Futures
- Platforms: Web, Mobile, Desktop
- Prices: Other
- Experience levels: Beginner, Intermediate, Advanced
- Target audience: Not specified
- Source verified: 2026-08-23

## Morningstar Investor

Morningstar Investor is a subscription research service for ratings, analyst reports, fair values, moat research, screens, and portfolio analysis across stocks, funds, and ETFs. It suits long-term research more than active trading or broker automation.

- Profile: https://www.findmymoat.com/tools/morningstar-investor
- Aliases: Morningstar Premium, Morningstar Investor subscription, Morningstar Portfolio X-Ray, Morningstar ratings, Morningstar fair value
- Categories: Stock Ideas, Screeners, Stock Comparison, Portfolio, Watchlist, Fund Analysis, ETF Analysis, Valuation Models, Scores, ESG Ratings, News, Alerts
- Primary use cases: stock research, fund research, stock screening, fair value research, portfolio analytics, research reports
- Asset types: Stocks, ETFs, Mutual Funds, Closed-End Funds, Funds
- Platforms: Web, Mobile
- Prices: Subscription
- Experience levels: Beginner, Intermediate, Advanced
- Target audience: Retail Traders, Pro Retail, Long-term Investors, Value Investors
- Source verified: 2026-08-23

## MSN Money

MSN Money is a free Microsoft finance portal for market news, quotes, watchlists, company pages, earnings calendars, funds, and basic personal finance. It is for casual monitoring and beginner research, not professional analytics or trading.

- Profile: https://www.findmymoat.com/tools/msn-money
- Aliases: Microsoft Money, MSN Finance, MSN stock quotes, Microsoft Start Money, MSN Money watchlist
- Categories: News, Calendar, Watchlist, Financials, Scores, ETF Analysis, Fund Analysis, Retirement Calculator
- Primary use cases: market monitoring, investment news, portfolio watchlists, stock research, fund research
- Asset types: Stocks, ETFs, Mutual Funds, Commodities, Currencies
- Platforms: Web, Mobile, Desktop
- Prices: Free
- Experience levels: Beginner, Intermediate
- Target audience: Not specified
- Source verified: 2026-08-23

## Multpl

Multpl charts long-run S&P 500 valuation, earnings, dividends, Treasury rates, real yields, CPI, inflation, GDP, population, and income. It is quick macro and index context, not a screener, portfolio tracker, real-time feed, or first-party API.

- Profile: https://www.findmymoat.com/tools/multpl
- Aliases: MULTPL, S&P 500 PE ratio, Shiller CAPE, S&P 500 valuation history, market financial economic data
- Categories: Data Visualizations, Macro Data, Real Yields, Financials
- Primary use cases: historical market data, market monitoring, fundamental research
- Asset types: Stocks, Bonds, Other
- Platforms: Web
- Prices: Free
- Experience levels: Beginner, Intermediate, Advanced
- Target audience: Not specified
- Source verified: 2026-08-23

## MyInvestor

MyInvestor combines Spanish banking with a self-directed stock and ETF broker. Standard stock and ETF trades cost 0.12% with €3 and €1 minimums; custody and inactivity are free. It handles Spanish tax reporting, but has no fractional shares and limits non-Spain access.

- Profile: https://www.findmymoat.com/tools/myinvestor
- Aliases: MyInvestor broker, MyInvestor Banco, MyInvestor acciones
- Categories: Brokerage, Portfolio, Wealth Management, Downloadable Tax Reports
- Primary use cases: brokerage trading, portfolio tracking
- Asset types: Stocks, ETFs
- Platforms: Web, Mobile
- Prices: Free, Subscription
- Experience levels: Beginner, Intermediate, Advanced
- Target audience: Not specified
- Source verified: 2026-08-23

## N26

N26 Invest puts stocks, ETFs, crypto, ready-made funds, and recurring plans inside the N26 banking app where available. It is convenient bank-native investing for eligible European users, not advanced research, web trading, or developer data access.

- Profile: https://www.findmymoat.com/tools/n26
- Aliases: N26 Invest, N26 stocks and ETFs, N26 Crypto, N26 savings plans, mobile bank investing
- Categories: Brokerage, Wealth Management, Watchlist
- Primary use cases: brokerage trading, portfolio tracking, market monitoring
- Asset types: Stocks, ETFs, Cryptos
- Platforms: Mobile
- Prices: Free, Subscription
- Experience levels: Beginner, Intermediate, Advanced
- Target audience: Not specified
- Source verified: 2026-08-23

## Nasdaq.com

Nasdaq.com offers exchange-branded quotes, news, screens, calendars, filings, options chains, watchlists, portfolios, company financials, ownership, and IPO context. Smart Portfolio Pro adds broker sync and TipRanks analytics. It is not Nasdaq Data Link, a licensed feed, broker, or professional API.

- Profile: https://www.findmymoat.com/tools/nasdaq-com
- Aliases: Nasdaq, Nasdaq Smart Portfolio, Nasdaq stock screener, Nasdaq earnings calendar, Nasdaq options chain
- Categories: Screeners, Portfolio, Watchlist, News, Calendar, Dividends, Splits, IPO, Financials, Insider Data, Institutional Ownership, Short Interest, ETF Analysis, Options, Analyst Forecasts, Analyst Ratings & Price Targets, Official Sources
- Primary use cases: stock research, stock screening, portfolio tracking, portfolio watchlists, options data, analyst ratings
- Asset types: Stocks, ETFs, Mutual Funds, Options, Cryptos, Currencies
- Platforms: Web, Mobile
- Prices: Free, Subscription
- Experience levels: Beginner, Intermediate, Advanced
- Target audience: Not specified
- Source verified: 2026-08-23

## National Bank Direct Brokerage

National Bank Direct Brokerage gives Canadian residents $0 online stock and ETF commissions plus options, funds, fixed income, CAD/USD accounts, and registered accounts. Administration, options, FX, transfer, and service fees still affect total cost.

- Profile: https://www.findmymoat.com/tools/national-bank-direct-brokerage
- Aliases: NBDB, National Bank brokerage, Banque Nationale Courtage direct
- Categories: Brokerage, Portfolio, Watchlist, Options, Downloadable Tax Reports
- Primary use cases: brokerage trading, options data, portfolio tracking, portfolio watchlists
- Asset types: Stocks, ETFs, Options, Mutual Funds, Bonds
- Platforms: Web, Mobile
- Prices: Free
- Experience levels: Beginner, Intermediate, Advanced
- Target audience: Not specified
- Source verified: 2026-09-02

## NerdWallet Compound Interest Calculator

NerdWallet's Compound Interest Calculator is a free, no-login tool for estimating savings or investment growth. It is for simple education and scenarios, not portfolio imports, market data, tax models, or advice.

- Profile: https://www.findmymoat.com/tools/nerdwallet-compound-interest-calculator
- Aliases: NerdWallet compound calculator, compound interest calculator, savings growth calculator, interest calculator, investment compounding calculator
- Categories: Compounding Calculator
- Primary use cases: portfolio analytics
- Asset types: Other
- Platforms: Web
- Prices: Free
- Experience levels: Beginner, Intermediate, Advanced
- Target audience: Not specified
- Source verified: 2026-08-23

## Nubank Investments

Nubank Investments provides Nu Investimentos brokerage through the Nubank app for eligible Brazil residents. Nubank charges R$0 for digital stock and BDR orders, account maintenance, and custody. B3, fund, issuer, product, and tax charges can still apply.

- Profile: https://www.findmymoat.com/tools/nubank-investments
- Aliases: NuInvest, Nu Invest, Nubank Invest, Nubank brokerage, Easynvest
- Categories: Brokerage, Portfolio, Watchlist, Downloadable Tax Reports
- Primary use cases: brokerage trading, portfolio tracking, portfolio watchlists
- Asset types: Stocks, ETFs, Mutual Funds, Bonds, Real Estate
- Platforms: Mobile
- Prices: Free, Other
- Experience levels: Beginner, Intermediate, Advanced
- Target audience: Not specified
- Source verified: 2026-08-23

## NYSE (Exchange Data & Tech)

NYSE Data & Tech is licensed exchange infrastructure for equities, options, bonds, real-time feeds, historical TAQ, reference data, and corporate actions. It serves institutions, vendors, and developers, not retail research.

- Profile: https://www.findmymoat.com/tools/nyse-exchange-data-tech
- Aliases: NYSE market data, NYSE Data Services Dashboard, NYSE real-time data, NYSE TAQ, NYSE corporate actions
- Categories: APIs & Data Feeds, Order Book / Level II, Odd Lots, Dividends, Splits, Corporate Actions & Special Situations, IPO, Short Interest, Official Sources
- Primary use cases: market data API, historical market data, options data, market monitoring, financial data API
- Asset types: Stocks, ETFs, Options, Bonds
- Platforms: Web, API
- Prices: Subscription
- Experience levels: Intermediate, Advanced
- Target audience: Not specified
- Source verified: 2026-08-23

## Observatory of Economic Complexity (OEC)

The Observatory of Economic Complexity maps countries, products, industries, exports, imports, rankings, and trade relationships through visualizations and an API. It supports macro, supply-chain, and thematic research, not security-level analysis.

- Profile: https://www.findmymoat.com/tools/observatory-of-economic-complexity-oec
- Aliases: OEC World, Observatory of Economic Complexity, OEC API, economic complexity data, global trade data
- Categories: Data Visualizations, APIs & Data Feeds, Shipping & Trade, Education, Blogs
- Primary use cases: market maps, financial data API, market monitoring, research reports, historical market data
- Asset types: Other
- Platforms: Web, API
- Prices: Free, Subscription
- Experience levels: Beginner, Intermediate, Advanced
- Target audience: Not specified
- Source verified: 2026-08-23

## Office of Financial Research (U.S. Treasury)

The Office of Financial Research publishes U.S. Treasury financial-stability monitors, funding data, money-market transparency, bank risk views, and hedge-fund datasets in public JSON and CSV. It supports macro and market-structure research, not real-time trading, stock screens, or portfolio tracking.

- Profile: https://www.findmymoat.com/tools/office-of-financial-research-u-s-treasury
- Aliases: OFR, Office of Financial Research, OFR Financial Stress Index, Short-term Funding Monitor, Hedge Fund Monitor
- Categories: APIs & Data Feeds, Macro Data, Yield Curves, Data Visualizations, Scores, Market Sentiment, Fund Analysis, Blogs, Official Sources
- Primary use cases: financial data API, market monitoring, research reports, fundamental research, market data API
- Asset types: Bonds, Mutual Funds, Hedge Funds
- Platforms: Web, API
- Prices: Free
- Experience levels: Beginner, Intermediate, Advanced
- Target audience: Not specified
- Source verified: 2026-08-23

## Oilprice.com

Oilprice.com covers oil prices, crude blends, rig counts, energy news, and commodity context. It is useful for energy and macro monitoring; premium access is research and newsletters, not a trading terminal.

- Profile: https://www.findmymoat.com/tools/oilprice-com
- Aliases: Oil Price, OilPrice.com, Global Energy Alert, crude oil price charts, energy market news
- Categories: News, Data Visualizations, Watchlist, Newsletters
- Primary use cases: investment news, market monitoring, charting, portfolio watchlists, research reports
- Asset types: Commodities, Futures
- Platforms: Web, Mobile
- Prices: Free, Subscription
- Experience levels: Beginner, Intermediate, Advanced
- Target audience: Not specified
- Source verified: 2026-08-23

## okama

okama is an open-source portfolio analytics toolkit with web widgets, a REST API, and Python for efficient frontiers, risk, Monte Carlo, cash flows, and historical market or macro data. It suits technical users who want reproducible analysis.

- Profile: https://www.findmymoat.com/tools/okama
- Aliases: okama Python, okama portfolio analysis, open source portfolio optimizer, portfolio efficient frontier API, Python portfolio Monte Carlo
- Categories: Quant, Data Visualizations, Portfolio, Correlation, Backtesting, Risk Metrics, Monte Carlo, APIs & Data Feeds, ETF Analysis, Macro Data
- Primary use cases: portfolio analytics, strategy backtesting, quant research, market data API, portfolio tracking, historical market data
- Asset types: Stocks, ETFs, Commodities, Currencies, Mutual Funds
- Platforms: Web, API
- Prices: Free
- Experience levels: Beginner, Intermediate, Advanced
- Target audience: Not specified
- Source verified: 2026-08-23

## OnlyDividends

OnlyDividends is a privacy-first dividend tracker with manual holdings, paydays, withholding-tax estimates, income charts, calendars, health scores, and mobile access. Free supports a small portfolio; Premium raises limits. It is not a broker, tax-lot system, rebalancer, API, or full ledger.

- Profile: https://www.findmymoat.com/tools/onlydividends
- Aliases: OnlyDividends, OnlyDividends income tracker, dividend income tracker, privacy-first dividend tracker, dividend payday notifications
- Categories: Stock Ideas, Screeners, Portfolio, Data Visualizations, Alerts, Calendar, Dividends, Splits, Corporate Actions & Special Situations, Financials, Scores, Risk Metrics, Stock Handbook, Dividend Tax / ADR Withholding, Compounding Calculator, Education
- Primary use cases: dividend analysis, portfolio tracking, portfolio analytics, portfolio alerts, long-term portfolio tracking, stock screening
- Asset types: Stocks
- Platforms: Web, Mobile
- Prices: Free, Subscription
- Experience levels: Beginner, Intermediate
- Target audience: Retail Traders, Pro Retail, Long-term Investors, Dividend Investors
- Source verified: 2026-08-23

## Open Payments (CMS)

Open Payments is CMS's public database of payments, research funding, and ownership interests reported by drug and device companies and group purchasing organizations. It covers physicians, certain non-physician practitioners, and teaching hospitals. A published payment does not mean the relationship was improper.

- Profile: https://www.findmymoat.com/tools/open-payments-cms
- Aliases: Open Payments, CMS Open Payments, Sunshine Act database, physician payments database, healthcare manufacturer payments
- Categories: APIs & Data Feeds, Data Visualizations, Regulatory Filings Monitoring, Official Sources
- Primary use cases: financial data API, market monitoring, fundamental research, AI agent data access
- Asset types: Other
- Platforms: Web, API
- Prices: Free
- Experience levels: Beginner, Intermediate, Advanced
- Target audience: Not specified
- Source verified: 2026-08-23

## OpenBB

OpenBB combines an open-source data layer with a hosted Workspace for dashboards, AI research, agents, and teams. It connects your providers, internal data, widgets, and MCP tools rather than supplying production market data itself. Community, Lite, and Pro cover different collaboration and enterprise needs.

- Profile: https://www.findmymoat.com/tools/openbb
- Aliases: OpenBB Terminal, OpenBB Workspace, Open Data Platform, financial AI workspace, OpenBB Copilot
- Categories: APIs & Data Feeds, Sheets / Excel Add-ins, Data Visualizations, Custom Dashboards, AI Research, AI Chat, Financials, Screeners, Research Templates, Options, Yield Curves, Macro Data
- Primary use cases: AI research workspace, investment research workspace, financial data API, AI agent data access, charting, market monitoring
- Asset types: Stocks, ETFs, Cryptos, Currencies, Commodities, Bonds, Options, Futures
- Platforms: Web, Desktop, Mobile, API
- Prices: Free, Subscription, Other
- Experience levels: Intermediate, Advanced
- Target audience: Institutional Investors, Analysts, Quants/Developers, Students/Researchers
- Source verified: 2026-08-29

## OpenCorporates

OpenCorporates is a legal-entity database for investigations, KYC, corporate structures, and registry checks. It provides company identities, source links, officers, relationships, and bulk data. It does not provide market analytics or beneficial-ownership data.

- Profile: https://www.findmymoat.com/tools/opencorporates
- Aliases: OpenCorporates API, company registry API, legal entity database, corporate transparency data, corporate relationship data
- Categories: APIs & Data Feeds, Regulatory Filings Monitoring, Other
- Primary use cases: financial data API, fundamental research, research reports, market monitoring, AI agent data access
- Asset types: Other
- Platforms: Web, API
- Prices: Free, Subscription, Other
- Experience levels: Beginner, Intermediate, Advanced
- Target audience: Not specified
- Source verified: 2026-08-23

## OpenInsider

OpenInsider is a free SEC Form 4 screener for insider buying, selling, cluster buys, and transaction reports. It is useful for quick table-based research, but there is no formal support SLA, mobile app, or documented public API.

- Profile: https://www.findmymoat.com/tools/openinsider
- Aliases: Open Insider, OpenInsider Form 4, SEC insider trading screener, insider buying screener, insider transaction CSV
- Categories: Insider Data, Screeners, Data Visualizations
- Primary use cases: insider and institutional tracking, stock screening, market monitoring, stock research
- Asset types: Stocks, Closed-End Funds
- Platforms: Web
- Prices: Free
- Experience levels: Beginner, Intermediate, Advanced
- Target audience: Not specified
- Source verified: 2026-08-23

## Option Alpha

Option Alpha helps retail options traders find ideas, backtest rule-based strategies, paper trade, and automate supported stock and defined-risk workflows through connected brokers. It is software, not a broker; live support depends on the broker, account, symbol, strategy, and country.

- Profile: https://www.findmymoat.com/tools/option-alpha
- Aliases: OptionAlpha, Option Alpha bots, options trading automation, no-code options bots, options strategy backtesting
- Categories: Options, Quant, Backtesting, Paper Trading, Auto-Trading & Bots, Broker Connectors, Education
- Primary use cases: strategy backtesting, paper trading, broker-connected trading, quant research, options data
- Asset types: Options, Stocks, ETFs
- Platforms: Web
- Prices: Free, Subscription
- Experience levels: Beginner, Intermediate, Advanced
- Target audience: Retail Traders, Pro Retail, Algo Traders
- Source verified: 2026-08-23

## OptionCharts

OptionCharts visualizes option payoffs, Greeks, volatility skew, expected moves, gamma and delta exposure, contract history, and market-wide trends. It is for options research and chart exports, not brokerage, a public data API, or guaranteed real-time access on every plan.

- Profile: https://www.findmymoat.com/tools/optioncharts
- Aliases: OptionCharts, OptionCharts pricing, options charts, option strategy P&L chart, gamma exposure chart
- Categories: Data Visualizations, Options, Watchlist, Options P&L, Blogs
- Primary use cases: options data, options flow, charting, technical analysis, market monitoring
- Asset types: Options, Stocks, ETFs
- Platforms: Web
- Prices: Free, Subscription
- Experience levels: Beginner, Intermediate, Advanced
- Target audience: Not specified
- Source verified: 2026-08-23

## Options Profit Calculator

Options Profit Calculator models payoffs, profit and loss, multi-leg strategies, probabilities, and what-if cases before trades. Membership adds calculators, comparisons, backtests, and ad-free use. It is not a broker, live terminal, adviser, or risk-management substitute.

- Profile: https://www.findmymoat.com/tools/options-profit-calculator
- Aliases: OPC, options profit calculator, option payoff calculator, options strategy calculator, options backtester
- Categories: Options P&L, Options, Backtesting
- Primary use cases: options data, technical analysis, strategy backtesting, stock research
- Asset types: Options
- Platforms: Web
- Prices: Free, Subscription
- Experience levels: Beginner, Intermediate, Advanced
- Target audience: Not specified
- Source verified: 2026-08-23

## OptionStrat

OptionStrat builds and compares options strategies with payoff diagrams, Greeks, probability estimates, event dates, saved trades, alerts, and unusual-flow scans. Free quotes and flow are delayed or limited; Live Tools and Live Flow add real-time features. It is not a broker or broad portfolio system.

- Profile: https://www.findmymoat.com/tools/optionstrat
- Aliases: OptionStrat, OptionStrat pricing, options profit calculator, unusual options flow, options strategy builder
- Categories: Options, News, Alerts, Calendar, US Government Trades, Insider Data
- Primary use cases: options data, options flow, alerts, market monitoring, technical analysis
- Asset types: Options, Stocks, Futures
- Platforms: Web, Mobile
- Prices: Free, Subscription
- Experience levels: Beginner, Intermediate, Advanced
- Target audience: Not specified
- Source verified: 2026-08-23

## Optuma

Optuma Desktop offers a full professional Relative Rotation Graph workflow with custom universes, history, comparisons, scans, scripting, and intraday support on higher tiers. It is powerful and expensive, and its current desktop product requires Windows.

- Profile: https://www.findmymoat.com/tools/optuma
- Aliases: Optuma Desktop, Optuma RRG, Market Analyst Optuma, professional Relative Rotation Graph software
- Categories: Data Visualizations, Stock Comparison, ETF Comparison, Screeners, Quant, Backtesting, Watchlist, Portfolio, Factor Exposure, Correlation
- Primary use cases: charting, technical analysis, technical screening, strategy backtesting, quant research, portfolio analytics, market maps
- Asset types: Stocks, ETFs, Mutual Funds, Currencies, Commodities, Futures, Cryptos, Other
- Platforms: Desktop
- Prices: Subscription
- Experience levels: Intermediate, Advanced
- Target audience: Pro Retail, Analysts, Quants/Developers, Asset Managers, Hedge Funds
- Source verified: 2026-09-05

## Orion Advisor Tech

Orion Advisor Tech is enterprise infrastructure for RIAs and wealth firms covering accounting, billing, reporting, tax-aware trading, CRM, planning, compliance, risk, client portals, APIs, and data. It is not a self-serve tracker, consumer research app, discount broker, or low-cost individual tool.

- Profile: https://www.findmymoat.com/tools/orion-advisor-tech
- Aliases: Orion Advisor Technology, Orion Stacks, Orion Foundation Stack, Orion Risk Intelligence, Denali AI
- Categories: Advisor Operations, Risk Metrics, Scenario & Stress Tests, Monte Carlo, Tax Lots / Lot Optimization, APIs & Data Feeds, Webhooks, Broker Connectors, Education, Courses & Certs, Blogs, Videos, Newsletters
- Primary use cases: advisor client reporting, portfolio tracking, portfolio analytics, broker-connected trading, portfolio alerts, AI research workspace
- Asset types: Stocks, ETFs, Mutual Funds, Closed-End Funds, Bonds, Options, Funds, Other
- Platforms: Web, Mobile, API
- Prices: Subscription
- Experience levels: Intermediate, Advanced
- Target audience: Financial Advisors, RIAs / Wealth Firms, Family Offices, Asset Managers, Institutional Investors
- Source verified: 2026-08-23

## ORTEX

ORTEX combines short interest, securities lending, options flow, and trading-signal data for active investors, analysts, and data teams. Deeper web and API access sits behind paid tiers. It is a signal service, not a broker or portfolio ledger.

- Profile: https://www.findmymoat.com/tools/ortex
- Aliases: ORTEX short interest, ORTEX pricing, ORTEX API, securities lending analytics, ORTEX options flow, ORTEX AI, ORTEX MCP
- Categories: Short Interest, Insider Data, Quant, Data Visualizations, Index Rebalancing, Money Flow, Options, Analyst Ratings & Price Targets, News, Calendar, APIs & Data Feeds, US Government Trades, Screeners, Blogs, AI Research, AI Chat
- Primary use cases: options data, market monitoring, quant ratings, insider and institutional tracking, financial data API, technical analysis
- Asset types: Stocks, ETFs, Options, Currencies
- Platforms: Web, Mobile, API
- Prices: Free, Subscription
- Experience levels: Beginner, Intermediate, Advanced
- Target audience: Not specified
- Source verified: 2026-08-23

## OTC Markets

OTC Markets provides public issuer pages, tiers, quotes, news, filings, screens, and licensed Level 1 and Level 2 products for OTC securities. It is useful for OTC research and feeds, not a global terminal, broker, or free redistribution source.

- Profile: https://www.findmymoat.com/tools/otc-markets
- Aliases: OTC Markets, OTCQX, OTCQB, Pink sheets, OTC Disclosure API
- Categories: Screeners, News, APIs & Data Feeds, Improved Filings, Order Book / Level II, Official Sources
- Primary use cases: stock screening, market data API, financial data API, market monitoring, stock research, historical market data
- Asset types: Stocks, Bonds
- Platforms: Web, API, Other
- Prices: Free, Subscription, Other
- Experience levels: Beginner, Intermediate, Advanced
- Target audience: Retail Traders, Pro Retail, Institutional Investors, Analysts, Quants/Developers
- Source verified: 2026-08-23

## PCAOB AuditorSearch

PCAOB AuditorSearch identifies the audit firm and engagement partner for U.S. public-company audit reports. The records come from Form AP filings submitted by registered firms.

- Profile: https://www.findmymoat.com/tools/pcaob-auditorsearch
- Aliases: PCAOB Auditor Search, AuditorSearch, audit engagement partner search, PCAOB Form AP, audit firm database
- Categories: Regulatory Filings Monitoring, Official Sources
- Primary use cases: financial data API, fundamental research, research reports, market monitoring
- Asset types: Stocks
- Platforms: Web
- Prices: Free
- Experience levels: Beginner, Intermediate
- Target audience: Retail Traders, Analysts, Institutional Investors, Students/Researchers
- Source verified: 2026-08-23

## Pearler

Pearler is an Australian long-term investing platform with CHESS-sponsored ASX holdings, custodied U.S. shares, and automation. Direct buys and sells cost A$6.50, U.S. fractional shares are supported, and optional USD cash earns a variable rate.

- Profile: https://www.findmymoat.com/tools/pearler
- Aliases: Pearler Shares, Pearler ASX Invest, Pearler US Invest
- Categories: Brokerage, Portfolio, Watchlist, Downloadable Tax Reports
- Primary use cases: brokerage trading, portfolio tracking, portfolio watchlists
- Asset types: Stocks, ETFs
- Platforms: Web, Mobile
- Prices: Other
- Experience levels: Beginner, Intermediate
- Target audience: Not specified
- Source verified: 2026-08-23

## Perplexity Finance

Perplexity Finance combines cited AI answers with stocks, ETFs, funds, crypto, options, news, charts, screens, earnings documents, ownership, government-trading views, and a finance_search tool. Answers still need verification, and consumer plans are billed separately from the API.

- Profile: https://www.findmymoat.com/tools/perplexity-finance
- Aliases: Perplexity Finance, Perplexity finance_search, Perplexity stock screener, AI finance search, Perplexity Agent API finance
- Categories: Screeners, Watchlist, Data Visualizations, News, Calendar, Analyst Forecasts, Improved Filings, US Government Trades, Insider Data, Institutional Ownership, Options, APIs & Data Feeds
- Primary use cases: AI research workspace, AI agent data access, stock research, financial data API, investment news, market monitoring
- Asset types: Stocks, ETFs, Mutual Funds, Cryptos, Options
- Platforms: Web, Mobile, API
- Prices: Free, Subscription
- Experience levels: Beginner, Intermediate, Advanced
- Target audience: Retail Traders, Pro Retail, Long-term Investors, Day Traders, Students/Researchers, Financial Advisors, Analysts, Institutional Investors
- Source verified: 2026-08-23

## Portfolio Performance

Portfolio Performance is a free open-source desktop tracker for detailed performance accounting, TTWROR and IRR, currencies, rebalancing, imports, and privacy without broker credentials. It suits hands-on investors willing to maintain local transactions, with a mostly read-only mobile companion.

- Profile: https://www.findmymoat.com/tools/portfolio-performance
- Aliases: Portfolio Performance, Portfolio Performance app, open source portfolio tracker, TTWROR portfolio tracker, local portfolio performance software
- Categories: Portfolio, Watchlist, Data Visualizations, Performance Attribution, Risk Metrics
- Primary use cases: portfolio tracking, portfolio analytics, long-term portfolio tracking, portfolio watchlists
- Asset types: Stocks, ETFs, Mutual Funds, Bonds, Cryptos, Commodities, Other
- Platforms: Desktop, Mobile
- Prices: Free, Subscription
- Experience levels: Intermediate, Advanced
- Target audience: Retail Traders
- Source verified: 2026-08-23

## Portfolio Visualizer

Portfolio Visualizer backtests allocations, runs Monte Carlo, optimizes portfolios, analyzes factors and correlations, and researches funds. It suits DIY investors, analysts, and advisers. Free is constrained; paid tiers add larger portfolios, saving, imports, exports, and commercial use. It is not a broker or live ledger.

- Profile: https://www.findmymoat.com/tools/portfolio-visualizer
- Aliases: Portfolio Visualizer, Portfolio Visualizer pricing, portfolio backtesting, Monte Carlo portfolio simulation, factor analysis portfolio
- Categories: Backtesting, Monte Carlo, Correlation, Risk Metrics, Factor Exposure, Performance Attribution, ETF Screeners, Quant, Data Visualizations, AI Research
- Primary use cases: strategy backtesting, portfolio analytics, quant research, factor screening, fund research, portfolio tracking
- Asset types: Stocks, ETFs, Mutual Funds, Funds
- Platforms: Web
- Prices: Free, Subscription
- Experience levels: Beginner, Intermediate, Advanced
- Target audience: Not specified
- Source verified: 2026-08-23

## Portfolio123

Portfolio123 combines stock and ETF screens, ranking systems, point-in-time backtests, portfolio tracking, broker links, DataMiner, and API access.

- Profile: https://www.findmymoat.com/tools/portfolio123
- Aliases: P123, Portfolio 123, quant backtesting, stock ranking system, factor backtesting
- Categories: Screeners, Data Visualizations, Quant, Stock Ideas, Scores, Valuation Models, Portfolio, Watchlist, Backtesting, Correlation, Financials, Factor Exposure, AI Research, Macro Data, APIs & Data Feeds, Broker Connectors, Education, Blogs, Videos
- Primary use cases: quant research, factor screening, strategy backtesting, portfolio tracking, financial data API
- Asset types: Stocks, ETFs, Closed-End Funds
- Platforms: Web, API, Desktop
- Prices: Free, Subscription, Other
- Experience levels: Beginner, Intermediate, Advanced
- Target audience: Retail Traders, Pro Retail, Institutional Investors, Analysts, Quants/Developers, Financial Advisors, Students/Researchers
- Source verified: 2026-08-23

## PortfoliosLab

PortfoliosLab offers portfolio backtesting, optimization, risk, correlations, screens, and AI-assisted workflows across stocks, ETFs, funds, crypto, and models. Paid plans add more history, imports, exports, and MCP access.

- Profile: https://www.findmymoat.com/tools/portfolioslab
- Aliases: Portfolios Lab, PortfoliosLab MCP, portfolio backtesting, portfolio optimization tool, ETF correlation analyzer
- Categories: Portfolio, Watchlist, Backtesting, Correlation, Risk Metrics, Factor Exposure, Performance Attribution, Stock Comparison, ETF Comparison, Screeners, ETF Screeners, Fund Analysis, Data Visualizations, Quant, AI Research, AI Chat, APIs & Data Feeds
- Primary use cases: portfolio analytics, strategy backtesting, portfolio tracking, ETF screening, stock screening, AI agent data access
- Asset types: Stocks, ETFs, Mutual Funds, Funds, Cryptos, Currencies
- Platforms: Web, API
- Prices: Free, Subscription
- Experience levels: Beginner, Intermediate, Advanced
- Target audience: Retail Traders, Pro Retail, Institutional Investors, Long-term Investors, Index/Passive Investors, Quants/Developers, Analysts, Financial Advisors
- Source verified: 2026-08-23

## Portseido

Portseido tracks transactions, performance, dividends, allocations, risk, benchmarks, lots, currencies, and custom assets on web and mobile. Free and Plus suit smaller portfolios; Pro removes limits after a no-card trial. It is not a broker, live sync system, tax filer, public API, or adviser platform.

- Profile: https://www.findmymoat.com/tools/portseido
- Aliases: Portseido portfolio tracker, Portseido Pro, Portseido Plus, global portfolio tracker, investment performance tracker
- Categories: Portfolio, Data Visualizations, Performance Attribution, Risk Metrics, Tax Lots / Lot Optimization, Dividends, Splits, Dividend Tax / ADR Withholding, Broker Connectors, Compounding Calculator, Retirement Calculator
- Primary use cases: portfolio tracking, portfolio analytics, dividend analysis, long-term portfolio tracking, portfolio watchlists, portfolio alerts
- Asset types: Stocks, ETFs, Cryptos, Mutual Funds, Real Estate, Other
- Platforms: Web, Mobile
- Prices: Free, Subscription
- Experience levels: Beginner, Intermediate, Advanced
- Target audience: Retail Traders, Pro Retail, Long-term Investors, Dividend Investors
- Source verified: 2026-08-23

## ProjectionLab

ProjectionLab models income, spending, investments, life events, financial independence, and estate outcomes. It supports what-if plans, Monte Carlo, historical tests, cash flow, and estimated tax. Basic is free; Premium adds deeper planning and Pro adds adviser tools. It is a manual model, not an account aggregator or broker.

- Profile: https://www.findmymoat.com/tools/projectionlab
- Aliases: Projection Lab, ProjectiFi, ProjectionLab Pro, financial planning simulator, FIRE retirement planner, retirement Monte Carlo calculator
- Categories: Retirement Calculator, Monte Carlo, Backtesting, Scenario & Stress Tests, Capital Gains Estimator, Portfolio, Data Visualizations
- Primary use cases: portfolio analytics, strategy backtesting, long-term portfolio tracking
- Asset types: Stocks, ETFs, Bonds, Mutual Funds, Real Estate, Other
- Platforms: Web
- Prices: Free, Subscription
- Experience levels: Beginner, Intermediate, Advanced
- Target audience: Retail Traders, Long-term Investors, Financial Advisors
- Source verified: 2026-08-23

## Prospero.ai

Prospero.ai is a mobile signal app for US stocks and ETFs. It provides ten relative scores, daily screens and picks, watchlists, alerts, and educational pages. It does not provide trade execution or a public API.

- Profile: https://www.findmymoat.com/tools/prospero-ai
- Aliases: Prospero.ai, Prospero AI, free AI stock picking app, AI stock signals app, institutional activity stock signals
- Categories: Stock Ideas, Screeners, ETF Screeners, Data Visualizations, Options, Watchlist, Alerts, Market Sentiment, Dark Pool & Off-Exchange, Scores, Education, Blogs, Newsletters
- Primary use cases: AI research workspace, stock research, stock screening, market monitoring, alerts, portfolio watchlists
- Asset types: Stocks, ETFs
- Platforms: Mobile
- Prices: Free, Subscription
- Experience levels: Beginner, Intermediate
- Target audience: Not specified
- Source verified: 2026-08-23

## Public.com

Public combines self-directed stocks, ETFs, bonds, options, recurring plans, and optional Premium. Regular-hours U.S.-listed equity trades are $0 commission, but extended hours, OTC, plan, transfer, and regulatory fees still matter. High-Yield Cash is a separate brokerage account.

- Profile: https://www.findmymoat.com/tools/public-com
- Aliases: Public Investing, Public brokerage, Open to the Public
- Categories: Brokerage, Portfolio, Watchlist, Options, Downloadable Tax Reports
- Primary use cases: brokerage trading, options data, portfolio tracking, portfolio watchlists
- Asset types: Stocks, ETFs, Options, Bonds
- Platforms: Web, Mobile, API
- Prices: Free, Subscription
- Experience levels: Beginner, Intermediate, Advanced
- Target audience: Not specified
- Source verified: 2026-08-23

## PwC - IPO Watch EMEA (all editions)

PwC IPO Watch EMEA is a free quarterly report on listing volume, proceeds, sectors, regions, exchanges, and selected deals. It is not a live calendar, screener, or API.

- Profile: https://www.findmymoat.com/tools/pwc-ipo-watch-emea-all-editions
- Aliases: PwC IPO Watch EMEA, EMEA IPO Watch, PwC capital markets IPO report, Europe IPO activity report, EMEA IPO quarterly survey
- Categories: IPO, News, Blogs, Newsletters
- Primary use cases: research reports, investment news, market monitoring, fundamental research, historical market data
- Asset types: Stocks
- Platforms: Web
- Prices: Free
- Experience levels: Beginner, Intermediate, Advanced
- Target audience: Not specified
- Source verified: 2026-08-23

## Qtrade Direct Investing

Qtrade Direct Investing is a Canadian self-directed broker for stocks, ETFs, options, funds, and fixed income. Online equity, ETF, and fund commissions are $0, while options, account, product, FX, and service fees still apply.

- Profile: https://www.findmymoat.com/tools/qtrade-direct-investing
- Aliases: Qtrade, Aviso Qtrade, Qtrade Investor
- Categories: Brokerage, Portfolio, Watchlist, Options, Downloadable Tax Reports
- Primary use cases: brokerage trading, options data, portfolio tracking, portfolio watchlists
- Asset types: Stocks, ETFs, Options, Mutual Funds, Bonds
- Platforms: Web, Mobile
- Prices: Free
- Experience levels: Beginner, Intermediate, Advanced
- Target audience: Not specified
- Source verified: 2026-08-23

## QuantConnect

QuantConnect uses the open-source LEAN engine for research, backtesting, cloud deployment, broker connections, and live algorithmic trading. It is for technical Python and C# users building systematic strategies, not a simple charting app.

- Profile: https://www.findmymoat.com/tools/quantconnect
- Aliases: Quant Connect, QuantConnect LEAN, LEAN algorithmic trading, QuantConnect pricing, cloud algorithmic trading platform
- Categories: Quant, Backtesting, Paper Trading, Auto-Trading & Bots, Options, APIs & Data Feeds
- Primary use cases: quant research, strategy backtesting, paper trading, broker-connected trading, options data, market data API
- Asset types: Stocks, ETFs, Options, Futures, Currencies, Cryptos
- Platforms: Web, Desktop, API
- Prices: Free, Subscription, Other
- Experience levels: Beginner, Intermediate, Advanced
- Target audience: Not specified
- Source verified: 2026-08-23

## QuantRocket

QuantRocket is a Docker and Jupyter quant stack for research, backtesting, data, and live trading. It suits technical Python users who want local infrastructure, Interactive Brokers integration, point-in-time data, and CLI or API workflows.

- Profile: https://www.findmymoat.com/tools/quantrocket
- Aliases: Quant Rocket, QuantRocket Full Access, Python algo trading platform, IBKR quant trading, Moonshot backtesting
- Categories: Screeners, Quant, Backtesting, Auto-Trading & Bots, Advanced Order Types, Paper Trading, APIs & Data Feeds, Broker Connectors
- Primary use cases: quant research, strategy backtesting, paper trading, broker-connected trading, market data API, options data
- Asset types: Stocks, ETFs, Futures, Currencies, Options
- Platforms: Web, API
- Prices: Free, Subscription
- Experience levels: Beginner, Intermediate, Advanced
- Target audience: Not specified
- Source verified: 2026-08-23

## Quartr

Quartr provides earnings calls, live transcripts, filings, reports, decks, estimates, AI chat, and investor-relations data. The app is useful for free call and transcript access; Pro and API serve professional research, MCP, webhooks, and integrations.

- Profile: https://www.findmymoat.com/tools/quartr
- Aliases: Quartr Pro, Quartr API, Quartr MCP, earnings call transcripts, investor relations data API
- Categories: Financials, Transcripts, Analyst Forecasts, Calendar, Alerts, Watchlist, AI Research, AI Chat, Notes & Highlights, Shared Workspaces, Citations & Source Pinning, APIs & Data Feeds, Webhooks, Blogs, Newsletters, Education
- Primary use cases: earnings transcript research, AI research workspace, financial data API, investment research workspace, research reports, portfolio alerts
- Asset types: Stocks
- Platforms: Web, Mobile, API
- Prices: Free, Other
- Experience levels: Beginner, Intermediate, Advanced
- Target audience: Retail Traders, Pro Retail, Institutional Investors, Long-term Investors, Value Investors, Growth Investors, Quality Investors, Analysts, Financial Advisors, Students/Researchers
- Source verified: 2026-08-23

## Quicken (Simplifi & Classic)

Quicken connects investment tracking to household budgeting, tax, retirement, and account aggregation. Simplifi handles web and mobile monitoring and projections; Classic adds deeper desktop accounting, tax lots, gains, Portfolio Analyzer, X-Ray, and reporting. It is for U.S. and Canadian households, not brokerage or professional research.

- Profile: https://www.findmymoat.com/tools/quicken-simplifi-classic
- Aliases: Quicken Simplifi, Quicken Classic, Quicken Premier, Quicken investment tracking, Quicken portfolio x-ray
- Categories: Portfolio, Watchlist, Tax Lots / Lot Optimization, Capital Gains Estimator, Downloadable Tax Reports, News, Alerts, Financials, Broker Connectors
- Primary use cases: portfolio tracking, portfolio analytics, long-term portfolio tracking, portfolio alerts, market monitoring, fundamental research
- Asset types: Stocks, ETFs, Mutual Funds, Bonds, Cryptos, Funds
- Platforms: Desktop, Web, Mobile
- Prices: Subscription
- Experience levels: Beginner, Intermediate
- Target audience: Retail Traders, Long-term Investors
- Source verified: 2026-08-23

## Quiver Quantitative

Quiver Quantitative provides dashboards, screens, alerts, backtests, and APIs for political trades, insiders, institutions, lobbying, government contracts, patents, apps, ETFs, dark pools, and other alternative data. Web Premium and Quiver API are separate products, and the signals can be noisy or delayed.

- Profile: https://www.findmymoat.com/tools/quiver-quantitative
- Aliases: Quiver Quant, Quiver API, Congress trading tracker, politician stock trades, alternative data screener
- Categories: Screeners, Watchlist, Backtesting, US Government Trades, Institutional Ownership, News, Alerts, Reddit, APIs & Data Feeds, Splits, Insider Data, Which ETF includes this Stock?, ETF Analysis, Patents / USPTO, Dark Pool & Off-Exchange, AI Research
- Primary use cases: insider and institutional tracking, investor holdings research, market data API, strategy backtesting, stock screening, alerts
- Asset types: Stocks, ETFs, Mutual Funds
- Platforms: Web, Mobile, API
- Prices: Free, Subscription, Other
- Experience levels: Beginner, Intermediate, Advanced
- Target audience: Not specified
- Source verified: 2026-08-23

## r/SecurityAnalysis - Letters Wiki

The r/SecurityAnalysis Letters Wiki links investor letters and quarterly discussion threads. Its index covers 2016 through Q3 2024, while newer threads must be found in the subreddit.

- Profile: https://www.findmymoat.com/tools/r-securityanalysis-letters-wiki
- Aliases: SecurityAnalysis letters, quarterly investor letters, hedge fund letters, fund manager letters, value investor letters
- Categories: Education, Forums, Playbooks & Case Studies, Newsletters
- Primary use cases: research reports, stock research, fundamental research
- Asset types: Other
- Platforms: Web
- Prices: Free
- Experience levels: Beginner, Intermediate, Advanced
- Target audience: Not specified
- Source verified: 2026-08-23

## Rakuten Securities

Rakuten Securities serves Japan residents with domestic and overseas stocks, ETFs, funds, bonds, and derivatives. Zero Course can remove domestic commissions under conditions; U.S. securities cost 0.495% up to $22 and Kabumini supports eligible one-share odd lots.

- Profile: https://www.findmymoat.com/tools/rakuten-securities
- Aliases: Rakuten Securities Japan, Rakuten Shoken, 楽天証券
- Categories: Brokerage, Portfolio, Watchlist, Options, Downloadable Tax Reports
- Primary use cases: brokerage trading, options data, portfolio tracking, portfolio watchlists
- Asset types: Stocks, ETFs, Mutual Funds, Bonds, Options, Futures
- Platforms: Web, Mobile
- Prices: Free, Other
- Experience levels: Beginner, Intermediate, Advanced
- Target audience: Not specified
- Source verified: 2026-08-23

## RBC Direct Investing

RBC Direct Investing combines a Canadian bank brokerage with web and mobile trading, research, registered accounts, and RBC funding. Full-Suite stock and ETF trades cost $9.95, active traders may pay $6.95, and selected ETFs can be commission-free. Options and FX add cost.

- Profile: https://www.findmymoat.com/tools/rbc-direct-investing
- Aliases: RBC DI, RBC brokerage, Royal Bank Direct Investing
- Categories: Brokerage, Portfolio, Watchlist, Options, Downloadable Tax Reports
- Primary use cases: brokerage trading, options data, portfolio tracking, portfolio watchlists
- Asset types: Stocks, ETFs, Options, Mutual Funds, Bonds, Commodities
- Platforms: Web, Mobile
- Prices: Other
- Experience levels: Beginner, Intermediate, Advanced
- Target audience: Not specified
- Source verified: 2026-08-23

## Reflexivity

Reflexivity is a sales-led AI research platform for professional investors that combines market, filing, transcript, portfolio, and scenario data into explainable outputs. It is enterprise infrastructure, not a self-serve retail app.

- Profile: https://www.findmymoat.com/tools/reflexivity
- Aliases: Reflexivity AI, Reflexivity research platform, institutional AI investment research, Alfred Reflexivity, AI hedge fund research platform
- Categories: Screeners, Quant, Performance Attribution, Scenario & Stress Tests, Portfolio, Backtesting, Alerts, News, Calendar, APIs & Data Feeds, Transcripts, AI Research, AI Chat
- Primary use cases: AI research workspace, investment research workspace, research reports, portfolio analytics, strategy backtesting, stock screening
- Asset types: Stocks, ETFs, Bonds, Commodities, Currencies
- Platforms: Web, API
- Prices: Free, Subscription, Other
- Experience levels: Intermediate, Advanced
- Target audience: Not specified
- Source verified: 2026-08-23

## Relative Rotation Graphs® (RRG Research)

Relative Rotation Graphs are visual tools for comparing relative strength and rotation across securities, sectors, asset classes, currencies, crypto, and custom universes. The web app is lightweight; API and branded implementations are professional services.

- Profile: https://www.findmymoat.com/tools/relative-rotation-graphs-rrg-research
- Aliases: RRG Research, Relative Rotation Graphs, RRG Online, sector rotation chart, relative strength rotation
- Categories: Data Visualizations, Stock Comparison, ETF Comparison, APIs & Data Feeds
- Primary use cases: charting, technical analysis, technical screening, market maps, ETF screening, market monitoring
- Asset types: Stocks, ETFs, Bonds, Currencies, Cryptos, Other
- Platforms: Web, API
- Prices: Subscription, Other
- Experience levels: Intermediate, Advanced
- Target audience: Retail Traders, Pro Retail, Institutional Investors, Analysts, Quants/Developers, Asset Managers, Hedge Funds
- Source verified: 2026-08-23

## RetailRoadshow

RetailRoadshow hosts SEC-compliant electronic roadshow videos and prospectus materials, mainly for IPOs and registered offerings. It lets investors hear issuer presentations during active deals, subject to availability, registration, and sometimes deal-specific codes.

- Profile: https://www.findmymoat.com/tools/retailroadshow
- Aliases: Retail Roadshow, NetRoadshow RetailRoadshow, IPO roadshow video, electronic roadshow, registered public offering presentation
- Categories: IPO, Corporate Actions & Special Situations, Videos
- Primary use cases: stock research, investment news, market monitoring, fundamental research
- Asset types: Stocks
- Platforms: Web
- Prices: Free
- Experience levels: Beginner, Intermediate, Advanced
- Target audience: Not specified
- Source verified: 2026-08-23

## Reuters

Reuters provides global business and markets reporting, company pages, delayed quotes, newsletters, mobile alerts, watchlists, and LSEG-sourced metrics. It focuses on news and market context. It is not advanced research software or a public investor API.

- Profile: https://www.findmymoat.com/tools/reuters
- Aliases: Reuters Markets, Reuters business news, Reuters app, LSEG market data, Reuters Connect
- Categories: News, Alerts, Watchlist, Financials
- Primary use cases: investment news, market monitoring, portfolio watchlists, alerts, stock research
- Asset types: Stocks, ETFs, Bonds, Commodities, Currencies, Futures
- Platforms: Web, Mobile
- Prices: Free, Subscription
- Experience levels: Beginner, Intermediate, Advanced
- Target audience: Not specified
- Source verified: 2026-08-23

## Revolut (Invest)

Revolut Invest puts stocks, ETFs, bonds, crypto, commodities, alerts, news, and basic portfolios inside the Revolut app where available. It suits existing customers and beginners; fees, products, Trading Pro, and robo features vary by country, entity, and plan.

- Profile: https://www.findmymoat.com/tools/revolut-invest
- Aliases: Revolut Invest, Revolut Trading Pro, Revolut stocks, Revolut crypto, Revolut robo-advisor
- Categories: Brokerage, Portfolio, Watchlist, Alerts, News, ETF Analysis, Wealth Management, Downloadable Tax Reports, Education
- Primary use cases: brokerage trading, portfolio tracking, portfolio watchlists, market monitoring
- Asset types: Stocks, ETFs, Bonds, Commodities, Cryptos
- Platforms: Mobile, Web
- Prices: Free, Subscription
- Experience levels: Beginner, Intermediate
- Target audience: Not specified
- Source verified: 2026-08-23

## Robinhood

Robinhood offers U.S. stock, ETF, options, futures, and crypto trading through mobile and web apps. Gold adds cash, margin, IRA, card, mortgage, and managed-account benefits. Subscription, routing, margin, staking, contract, exchange, and regulatory fees affect the total cost.

- Profile: https://www.findmymoat.com/tools/robinhood
- Aliases: Robinhood Gold, Robinhood brokerage, Robinhood crypto, Robinhood options, Robinhood Strategies
- Categories: Brokerage, Portfolio, Options, Wealth Management
- Primary use cases: brokerage trading, portfolio tracking, options data, market monitoring
- Asset types: Stocks, ETFs, Closed-End Funds, Options, Futures, Cryptos
- Platforms: Mobile, Web
- Prices: Free, Subscription
- Experience levels: Beginner, Intermediate, Advanced
- Target audience: Retail Traders, Pro Retail
- Source verified: 2026-08-23

## Roic AI

Roic AI provides company financials, ratios, valuations, transcripts, news, stock screens, spreadsheet add-ins, a REST API, and an MCP server. Plans differ by request rate, history, price-data latency, and commercial-use rights.

- Profile: https://www.findmymoat.com/tools/roic-ai
- Aliases: ROIC.ai, Roic AI API, financial data API, MCP financial data, ROIC.ai MCP server, stock API with transcripts
- Categories: Financials, Transcripts, News, Screeners, APIs & Data Feeds, Sheets / Excel Add-ins, Splits, Stock Handbook, AI Research, AI Chat
- Primary use cases: financial data API, fundamental research, AI research workspace, AI agent data access, earnings transcript research, stock screening
- Asset types: Stocks, ETFs, Closed-End Funds
- Platforms: Web, API
- Prices: Free, Subscription, Other
- Experience levels: Beginner, Intermediate, Advanced
- Target audience: Not specified
- Source verified: 2026-08-23

## rotki

rotki is a privacy-focused, self-hosted portfolio and accounting tool. It combines exchange and blockchain activity, onchain decoding, balances, history, profit and loss, and tax reports without putting transaction history in a hosted tax service.

- Profile: https://www.findmymoat.com/tools/rotki
- Aliases: Rotki, rotki portfolio tracker, open source crypto tax software, local crypto accounting, self-hosted crypto portfolio
- Categories: Portfolio, On-chain Analytics, Wallet / Address Monitoring, Downloadable Tax Reports, Capital Gains Estimator
- Primary use cases: portfolio tracking, portfolio analytics, long-term portfolio tracking
- Asset types: Cryptos, Currencies, Other
- Platforms: Web, Desktop, Mobile
- Prices: Free, Subscription, Other
- Experience levels: Intermediate, Advanced
- Target audience: Retail Traders, Pro Retail, Quants/Developers
- Source verified: 2026-08-23

## SBI Securities

SBI Securities is a Japan-resident brokerage for Japanese and overseas stocks, ETFs, funds, bonds, and derivatives. Zero Revolution can remove some domestic commissions under electronic-delivery conditions; U.S. stock and ETF trades cost 0.495% up to $22.

- Profile: https://www.findmymoat.com/tools/sbi-securities
- Aliases: SBI Securities Japan, SBI Shoken, SBI証券
- Categories: Brokerage, Portfolio, Watchlist, Options, Downloadable Tax Reports
- Primary use cases: brokerage trading, options data, portfolio tracking, portfolio watchlists
- Asset types: Stocks, ETFs, Mutual Funds, Bonds, Options, Futures
- Platforms: Web, Mobile
- Prices: Free, Other
- Experience levels: Beginner, Intermediate, Advanced
- Target audience: Not specified
- Source verified: 2026-08-23

## Scalable Capital

Scalable Capital is a European broker and wealth app for stocks, ETFs, funds, bonds, crypto ETPs, derivatives, savings plans, and automated ETF portfolios. It suits eligible EU investors who want recurring investing and simple web or mobile execution, not a research terminal or public API.

- Profile: https://www.findmymoat.com/tools/scalable-capital
- Aliases: Scalable Broker, Scalable Capital PRIME+, Scalable Wealth, Scalable savings plans, European neobroker
- Categories: Brokerage, Wealth Management, Portfolio, Watchlist, Downloadable Tax Reports
- Primary use cases: brokerage trading, portfolio tracking, portfolio watchlists, market monitoring
- Asset types: Stocks, ETFs, Mutual Funds, Bonds
- Platforms: Web, Mobile
- Prices: Free, Subscription
- Experience levels: Beginner, Intermediate, Advanced
- Target audience: Not specified
- Source verified: 2026-08-23

## Screener.in

Screener.in is an India-focused stock screener with company pages, custom queries, watchlists, alerts, exports, filings, shareholding data, and Screener AI. Its free plan is useful; paid plans add exports, alerts, peers, segments, concall notes, product trends, and AI credits. It is not a global broker.

- Profile: https://www.findmymoat.com/tools/screener-in
- Aliases: Screener.in, Screener India, Indian stock screener, Screener premium, Screener AI
- Categories: Screeners, Watchlist, Alerts, Data Visualizations, Financials, Institutional Ownership, News, AI Research, AI Chat
- Primary use cases: stock screening, fundamental research, stock research, portfolio watchlists, alerts, AI research workspace, fundamentals data
- Asset types: Stocks
- Platforms: Web
- Prices: Free, Subscription
- Experience levels: Beginner, Intermediate, Advanced
- Target audience: Not specified
- Source verified: 2026-08-23

## SEC API (sec-api.io)

SEC API is a commercial EDGAR service with filing search, real-time feeds, XBRL-to-JSON conversion, section extraction, insider filings, 13F data, and other regulatory datasets. It is for production ingestion rather than building your own parser. The free tier is small and redistribution needs enterprise terms.

- Profile: https://www.findmymoat.com/tools/sec-api-sec-api-io
- Aliases: SEC API, sec-api.io, SEC filings API, EDGAR API, XBRL to JSON API
- Categories: APIs & Data Feeds, Regulatory Filings Monitoring, Insider Data, Institutional Ownership, Financials, Management Compensation, IPO
- Primary use cases: financial data API, fundamentals data, insider and institutional tracking, market monitoring, AI agent data access, research reports
- Asset types: Stocks, ETFs, Mutual Funds, Funds
- Platforms: Web, API
- Prices: Free, Subscription, Other
- Experience levels: Beginner, Intermediate, Advanced
- Target audience: Not specified
- Source verified: 2026-08-23

## SEC EDGAR - Company Filings (Full‑Text Search & Search Filings)

SEC EDGAR is the free public source for company, fund, insider, ownership, prospectus, and XBRL filings submitted to the SEC. It has full-text search, latest filings, RSS, CIK lookup, public JSON APIs, archives, and bulk files. Most filings still need parsing before comparison or analysis.

- Profile: https://www.findmymoat.com/tools/sec-edgar-company-filings-full-text-search-search-filings
- Aliases: SEC EDGAR, EDGAR company filings, SEC filings search, SEC companyfacts API, SEC full text search
- Categories: Regulatory Filings Monitoring, IPO, Corporate Actions & Special Situations, Insider Data, Institutional Ownership, Alerts, APIs & Data Feeds, Education, Official Sources
- Primary use cases: stock research, fundamental research, fundamentals data, research reports, insider and institutional tracking, financial data API, AI agent data access
- Asset types: Stocks, ETFs, Mutual Funds, Closed-End Funds, Bonds, Hedge Funds, Private Funds, Real Estate, Funds
- Platforms: Web, API
- Prices: Free
- Experience levels: Beginner, Intermediate, Advanced
- Target audience: Not specified
- Source verified: 2026-08-23

## SEC.gov (EDGAR)

SEC.gov EDGAR is the official free source for U.S. company, fund, insider, and 13F filings, with full-text search, RSS, bulk archives, and public JSON APIs. It is the validation source for filings research, not a polished commercial terminal.

- Profile: https://www.findmymoat.com/tools/sec-gov-edgar
- Aliases: SEC EDGAR, SEC.gov filings, EDGAR API, data.sec.gov, SEC companyfacts
- Categories: Official Sources, Regulatory Filings Monitoring, Improved Filings, Insider Data, Institutional Ownership, IPO, Corporate Actions & Special Situations, Alerts, APIs & Data Feeds
- Primary use cases: financial data API, fundamentals data, insider and institutional tracking, market monitoring, research reports, AI agent data access
- Asset types: Stocks, ETFs, Mutual Funds, Funds
- Platforms: Web, API
- Prices: Free
- Experience levels: Beginner, Intermediate, Advanced
- Target audience: Retail Traders, Pro Retail, Institutional Investors, Analysts, Quants/Developers, Students/Researchers
- Source verified: 2026-08-23

## SecForm4.Com

SecForm4.com tracks Forms 3, 4, and 5, 13D/G, and 13F filings from EDGAR. Use it to find insider and ownership activity, then check the filing, issuer, and current position yourself. It is not a broker, global insider database, portfolio tracker, or buy/sell signal.

- Profile: https://www.findmymoat.com/tools/secform4-com
- Aliases: SECForm4, SEC Form 4 tracker, insider trading tracker, 13D 13G tracker, Insider Watch
- Categories: Insider Data, Institutional Ownership, Watchlist, Screeners, Data Visualizations, Money Flow, Dividends
- Primary use cases: insider and institutional tracking, investor holdings research, market monitoring, stock research
- Asset types: Stocks, Options, Bonds
- Platforms: Web
- Prices: Free
- Experience levels: Beginner, Intermediate, Advanced
- Target audience: Not specified
- Source verified: 2026-08-23

## SEDAR+ (CSA Public Filings - Canada)

SEDAR+ is the Canadian Securities Administrators' source for issuer and fund filings, prospectuses, reporting status, cease-trade orders, and disciplined lists. It is primary-source Canadian disclosure, not a global terminal, ticker screener, broker, or public API.

- Profile: https://www.findmymoat.com/tools/sedar-csa-public-filings-canada
- Aliases: SEDAR+, SEDAR Plus, Canadian public filings, CSA public filings, Canadian issuer disclosure
- Categories: Regulatory Filings Monitoring, IPO, Corporate Actions & Special Situations, News, Alerts, Education, Official Sources
- Primary use cases: research reports, stock research, fundamental research, investment news, market monitoring
- Asset types: Stocks, ETFs, Mutual Funds, Closed-End Funds, Bonds, Funds, Real Estate
- Platforms: Web
- Prices: Free
- Experience levels: Beginner, Intermediate, Advanced
- Target audience: Not specified
- Source verified: 2026-08-23

## Seeking Alpha

Seeking Alpha combines market news, contributor research, Quant Ratings, analyst ratings, portfolio alerts, screens, and earnings transcripts. It is useful for idea generation and monitoring. Premium and PRO add deeper research, AI summaries, full transcripts, factor grades, and portfolio tools.

- Profile: https://www.findmymoat.com/tools/seeking-alpha
- Aliases: SeekingAlpha, SA Premium, Quant Ratings, stock analysis articles, earnings call transcripts
- Categories: News, News Sentiment, Alerts, Calendar, Stock Ideas, Top Analysts, Screeners, ETF Screeners, Stock Comparison, ETF Comparison, Data Visualizations, Portfolio, Watchlist, Financials, Transcripts, Scores, Valuation Models, Dividends, ETF Analysis, Fund Analysis, Analyst Forecasts, Analyst Ratings & Price Targets, AI Research, AI Chat
- Primary use cases: stock research, investment news, quant ratings, portfolio alerts, earnings transcript research, stock screening
- Asset types: Stocks, ETFs, Mutual Funds, Commodities, Cryptos
- Platforms: Web, Mobile
- Prices: Free, Subscription
- Experience levels: Beginner, Intermediate, Advanced
- Target audience: Retail Traders, Pro Retail
- Source verified: 2026-08-23

## Selfwealth

Selfwealth offers CHESS-sponsored ASX trading and custodied U.S. and Hong Kong access for Australian tax residents. It uses flat transaction fees, supports several account entities, pays no interest on cash, and does not offer fractional shares.

- Profile: https://www.findmymoat.com/tools/selfwealth
- Aliases: SelfWealth, Selfwealth by Syfe
- Categories: Brokerage, Portfolio, Watchlist, Downloadable Tax Reports
- Primary use cases: brokerage trading, portfolio tracking, portfolio watchlists
- Asset types: Stocks, ETFs
- Platforms: Web, Mobile
- Prices: Other, Subscription
- Experience levels: Beginner, Intermediate, Advanced
- Target audience: Not specified
- Source verified: 2026-08-23

## Semrush

Semrush provides SEO, marketing, traffic, and AI-search visibility data that investors can use as alternative evidence for search-dependent companies, publishers, SaaS, ecommerce, and consumer brands. Its metrics are modeled signals, not reported revenue or fundamentals. Semrush is marketing software, not a broker or portfolio system.

- Profile: https://www.findmymoat.com/tools/semrush
- Aliases: SEMrush, Semrush API, Semrush One, AI search visibility, website traffic analytics
- Categories: App & Website Traffic, APIs & Data Feeds, Sheets / Excel Add-ins, Blogs
- Primary use cases: market monitoring, financial data API, AI agent data access, research reports, AI research workspace
- Asset types: Other
- Platforms: Web, Mobile, API
- Prices: Free, Subscription, Other
- Experience levels: Beginner, Intermediate, Advanced
- Target audience: Not specified
- Source verified: 2026-08-23

## Sensor Tower

Sensor Tower estimates mobile-app, gaming, advertising, web, and audience activity. Investors can use downloads, usage, revenue estimates, ad creatives, and audience trends as alternative data. Public lookup is light; APIs, feeds, Snowflake, and custom alerts are commercial. The estimates are not reported company revenue.

- Profile: https://www.findmymoat.com/tools/sensor-tower
- Aliases: SensorTower, Sensor Tower Connect, mobile app intelligence, app download estimates, digital advertising intelligence
- Categories: App & Website Traffic, APIs & Data Feeds
- Primary use cases: market monitoring, financial data API, market data API, research reports, AI research workspace
- Asset types: Other
- Platforms: Web, API
- Prices: Free, Other
- Experience levels: Beginner, Intermediate, Advanced
- Target audience: Not specified
- Source verified: 2026-08-23

## SentiSense

SentiSense is a beta AI market-intelligence and data API service for stock data, sentiment, news clusters, social signals, institutional flows, insider trades, congressional disclosures, and generated analysis. It supplies research signals, not brokerage or advice.

- Profile: https://www.findmymoat.com/tools/sentisense
- Aliases: SentiSense AI, SentiSense PRO, market sentiment API, AI market intelligence, congressional trading tracker
- Categories: Stock Ideas, Screeners, Data Visualizations, Quant, Watchlist, News, News Sentiment, Alerts, Calendar, Market Sentiment, Reddit, APIs & Data Feeds, Financials, Scores, Analyst Ratings & Price Targets, Insider Data, Institutional Ownership, Short Interest, US Government Trades, Regulatory Filings Monitoring, Options, AI Research
- Primary use cases: AI research workspace, market monitoring, financial data API, stock research, insider and institutional tracking, portfolio alerts
- Asset types: Stocks, ETFs, Bonds, Options
- Platforms: Web, API
- Prices: Free, Subscription
- Experience levels: Intermediate, Advanced
- Target audience: Retail Traders, Pro Retail, Day Traders, Swing Traders, Algo Traders, Analysts, Quants/Developers, Hedge Funds, Students/Researchers
- Source verified: 2026-08-23

## ShareScope

ShareScope combines stock and fund research, screens, charts, news, alerts, and portfolio management, with a UK focus and additional U.S., Canadian, and European coverage. ShareScope Pro adds real-time LSE Level 2.

- Profile: https://www.findmymoat.com/tools/sharescope
- Aliases: SharePad, ShareScope Pro, ShareScope UK, UK stock research software, UK portfolio tracker
- Categories: Screeners, Portfolio, Watchlist, Financials, Data Visualizations, Alerts, News
- Primary use cases: stock screening, stock research, portfolio tracking, technical analysis, portfolio alerts
- Asset types: Stocks, ETFs, Mutual Funds, Closed-End Funds, Bonds, Commodities, Currencies, Cryptos
- Platforms: Web, Desktop, Mobile
- Prices: Subscription
- Experience levels: Beginner, Intermediate, Advanced
- Target audience: Retail Traders, Pro Retail, Long-term Investors, Value Investors, Swing Traders
- Source verified: 2026-08-23

## Sharesight

Sharesight records portfolios, dividends, performance, and tax reports across brokers and asset types. It is built for DIY investors, accountants, advisers, and family offices. It does not place trades or replace a tax professional for complex filings.

- Profile: https://www.findmymoat.com/tools/sharesight
- Aliases: ShareSight, Sharesight portfolio tracker, dividend tracker, portfolio tax reports, investment performance tracker
- Categories: Portfolio, Risk Metrics, Performance Attribution, Downloadable Tax Reports, Capital Gains Estimator, Dividend Tax / ADR Withholding, Dividends, Compounding Calculator, Wealth Management, Advisor Operations, Broker Connectors, APIs & Data Feeds, Alerts
- Primary use cases: portfolio tracking, portfolio analytics, dividend analysis, advisor client reporting, portfolio alerts, long-term portfolio tracking
- Asset types: Stocks, ETFs, Mutual Funds, Funds, Bonds, Cryptos, Real Estate, Other
- Platforms: Web, Mobile, API
- Prices: Free, Subscription
- Experience levels: Beginner, Intermediate, Advanced
- Target audience: Retail Traders, Pro Retail, Long-term Investors, Dividend Investors, Index/Passive Investors, Financial Advisors, RIAs / Wealth Firms, Family Offices
- Source verified: 2026-08-23

## Sharpely

Sharpely combines an official RRG implementation for Indian markets with screening, strategy testing, factor analysis, fund research, and portfolio review. It has a forever-free account, but its public sources do not consistently confirm that the free tier can open RRG charts.

- Profile: https://www.findmymoat.com/tools/sharpely
- Aliases: Sharpely India, Sharpely RRG, free India RRG chart, Indian sector rotation chart
- Categories: Screeners, Data Visualizations, Stock Comparison, ETF Comparison, Quant, Backtesting, Portfolio, Watchlist, Factor Exposure
- Primary use cases: charting, technical analysis, stock screening, ETF screening, strategy backtesting, portfolio analytics, factor screening
- Asset types: Stocks, ETFs, Mutual Funds, Real Estate, Other
- Platforms: Web, Mobile
- Prices: Free, Subscription, Other
- Experience levels: Beginner, Intermediate, Advanced
- Target audience: Retail Traders, Pro Retail, Analysts, Quants/Developers
- Source verified: 2026-09-05

## Short Interest - FMM

Find My Moat Short Interest is a free, searchable tracker for U.S. stocks with short interest above 20%. It is a discovery table with plain-language context, not a trade signal, export feed, or API.

- Profile: https://www.findmymoat.com/tools/short-interest-fmm
- Aliases: Find My Moat short interest, FMM short interest, high short interest stocks, short squeeze screener, free short interest tracker
- Categories: Short Interest, Screeners
- Primary use cases: stock screening, technical screening, market monitoring, portfolio watchlists, research reports
- Asset types: Stocks
- Platforms: Web
- Prices: Free
- Experience levels: Beginner, Intermediate, Advanced
- Target audience: Not specified
- Source verified: 2026-08-23

## ShortSqueeze.com

ShortSqueeze.com is a paid U.S. short-interest service with screens, rankings, ticker pages, history, and Excel downloads. It helps compare short interest, days to cover, short float, and changes over time. High short interest does not guarantee a squeeze.

- Profile: https://www.findmymoat.com/tools/shortsqueeze-com
- Aliases: ShortSqueeze, Short Squeeze, short interest screener, short squeeze ranking, short interest data download
- Categories: Screeners, Short Interest, Scores
- Primary use cases: stock screening, technical screening, market monitoring, historical market data, alerts, research reports
- Asset types: Stocks
- Platforms: Web
- Prices: Subscription
- Experience levels: Beginner, Intermediate, Advanced
- Target audience: Not specified
- Source verified: 2026-08-23

## Similarweb

Similarweb estimates web traffic, app usage, keywords, referrals, competitors, technologies, and online market share. It is alternative data for digital businesses, not reported financials. History, exports, APIs, integrations, and enterprise use are paid or custom.

- Profile: https://www.findmymoat.com/tools/similarweb
- Aliases: Similarweb, Similarweb API, web traffic intelligence, app traffic estimates, digital market intelligence
- Categories: App & Website Traffic, APIs & Data Feeds, Sheets / Excel Add-ins, Data Visualizations
- Primary use cases: market monitoring, financial data API, market data API, research reports, AI research workspace
- Asset types: Other
- Platforms: Web, API
- Prices: Free, Subscription, Other
- Experience levels: Beginner, Intermediate, Advanced
- Target audience: Not specified
- Source verified: 2026-08-23

## Simply Safe Dividends

Simply Safe Dividends combines 0-100 Dividend Safety Scores, income forecasts, alerts, screens, valuation charts, and portfolio tracking. It covers U.S. income portfolios. It does not execute trades, prepare tax filings, or provide a public API.

- Profile: https://www.findmymoat.com/tools/simply-safe-dividends
- Aliases: SSD, Simply Safe Dividend, Dividend Safety Scores, safe dividend tracker, dividend cut alerts
- Categories: Portfolio, Watchlist, Alerts, Dividends, Screeners, Scores, Financials, Data Visualizations, Education, Newsletters, Other
- Primary use cases: dividend analysis, portfolio tracking, portfolio alerts, stock screening, stock research, fundamental research
- Asset types: Stocks, Closed-End Funds, ETFs, Bonds
- Platforms: Web
- Prices: Subscription
- Experience levels: Beginner, Intermediate, Advanced
- Target audience: Not specified
- Source verified: 2026-08-23

## Simply Wall St

Simply Wall St provides visual company reports, fair value estimates, dividend analysis, portfolio checks, broker imports, and global stock ideas. It suits long-term investors who prefer guided research to raw tables.

- Profile: https://www.findmymoat.com/tools/simply-wall-st
- Aliases: Simply Wall Street, SimplyWallSt, snowflake analysis, visual stock analysis, portfolio snowflake
- Categories: Stock Ideas, Screeners, Data Visualizations, Portfolio, Watchlist, Financials, Valuation Models, Dividends, Insider Data, Institutional Ownership, Management Performance, Management Compensation, News, Alerts, Education, Videos, Blogs, Newsletters, Broker Connectors
- Primary use cases: visual stock research, long-term portfolio tracking, stock screening, dividend analysis, fair value research
- Asset types: Stocks, ETFs
- Platforms: Web, Mobile
- Prices: Free, Subscription
- Experience levels: Beginner, Intermediate, Advanced
- Target audience: Retail Traders, Long-term Investors, Value Investors, Growth Investors, Dividend Investors
- Source verified: 2026-08-23

## SMARTBROKER+

SMARTBROKER+ is a German brokerage with German and international exchange access. Custody is free, eligible gettex orders from €500 can cost €0, and eligible savings-plan executions are free. Venue, size, currency and product determine the final cost.

- Profile: https://www.findmymoat.com/tools/smartbroker
- Aliases: Smartbroker, Smartbroker Plus, Baader Smartbroker
- Categories: Brokerage, Portfolio, Watchlist, Downloadable Tax Reports
- Primary use cases: brokerage trading, portfolio tracking, portfolio watchlists
- Asset types: Stocks, ETFs, Mutual Funds, Bonds, Cryptos
- Platforms: Web, Mobile
- Prices: Free
- Experience levels: Beginner, Intermediate, Advanced
- Target audience: Not specified
- Source verified: 2026-08-23

## Smartfin

Smartfin presents company fundamentals through AI-written overviews, sector-relative scores, financial charts, watchlists, and alerts. It does not document multi-asset research, trade execution, portfolio accounting, or a public API.

- Profile: https://www.findmymoat.com/tools/smartfin
- Aliases: Smartfin, Smartfin pricing, stock analysis platform, AI company evaluations, fundamental stock alerts
- Categories: Stock Ideas, Financials, Scores, Data Visualizations, Transcripts, Checklist, Insider Data, Analyst Ratings & Price Targets, Watchlist, Alerts, Calendar, AI Research
- Primary use cases: stock research, fundamental research, visual stock research, alerts, portfolio watchlists, fundamentals data
- Asset types: Stocks
- Platforms: Web
- Prices: Free, Subscription
- Experience levels: Beginner, Intermediate
- Target audience: Not specified
- Source verified: 2026-08-23

## Smartkarma

Smartkarma is a paid investment-intelligence platform for professional investors, asset managers, banks, and accredited users. It provides independent research, specialist analysts, data tools, watchlists, and alerts. It is not a retail screener, broker, portfolio ledger, or low-cost news site.

- Profile: https://www.findmymoat.com/tools/smartkarma
- Aliases: Smartkarma Pro, Smartkarma Plus, Smartkarma pricing, independent investment research, Smartkarma data subscriptions
- Categories: Stock Ideas, Screeners, Watchlist, News, Alerts, Calendar, AI Research, Videos, Newsletters, Blogs
- Primary use cases: research reports, investment research workspace, AI research workspace, stock research, market monitoring, portfolio alerts
- Asset types: Stocks, ETFs, Bonds, Currencies, Cryptos
- Platforms: Web, Mobile
- Prices: Free, Subscription
- Experience levels: Beginner, Intermediate, Advanced
- Target audience: Not specified
- Source verified: 2026-08-23

## Snowball Analytics

Snowball Analytics tracks portfolios, performance, dividends, and allocations through web and mobile applications. It supports broker and file imports, multiple currencies, benchmarks, fund look-through, and historical portfolio tests. It is not a broker, registered adviser, or tax-filing service.

- Profile: https://www.findmymoat.com/tools/snowball-analytics
- Aliases: Snowball portfolio tracker, Snowball dividend tracker, Snowball Analytics pricing, Yodlee portfolio tracker, SnapTrade portfolio tracker
- Categories: Portfolio, Watchlist, Backtesting, Dividends, Dividend Tax / ADR Withholding, Calendar, Alerts, Splits, News, Financials, Scores, Risk Metrics, Performance Attribution, ETF Analysis, Fund Analysis, AI Research, Broker Connectors, Compounding Calculator
- Primary use cases: portfolio tracking, portfolio analytics, dividend analysis, portfolio alerts, strategy backtesting, long-term portfolio tracking
- Asset types: Stocks, ETFs, Mutual Funds, Bonds, Commodities, Currencies, Cryptos, Real Estate, Funds, Other
- Platforms: Web, Mobile
- Prices: Free, Subscription
- Experience levels: Beginner, Intermediate, Advanced
- Target audience: Retail Traders, Pro Retail, Long-term Investors, Dividend Investors, Index/Passive Investors, Growth Investors
- Source verified: 2026-08-23

## Social Blade

Social Blade tracks public creator statistics across YouTube, Instagram, TikTok, Twitch, and Facebook. It can supply alternative data for creator, media, advertising, influencer, and platform research. Paid plans add history, reports, exports, and API credits. Social Blade does not sell private or personal platform data.

- Profile: https://www.findmymoat.com/tools/social-blade
- Aliases: SocialBlade, Social Blade Premium, Social Blade API, YouTube analytics, creator statistics
- Categories: App & Website Traffic, APIs & Data Feeds
- Primary use cases: market monitoring, financial data API, market data API, research reports, investment news
- Asset types: Other
- Platforms: Web, API
- Prices: Free, Subscription
- Experience levels: Beginner, Intermediate, Advanced
- Target audience: Not specified
- Source verified: 2026-08-23

## SoFi Invest

SoFi Self-Directed Invest offers stocks, ETFs, options, mutual funds, selected alternative funds, and thousands of fractional securities. Standard online commissions are $0, while fund, transfer, inactivity, regulatory, and service charges still apply. The brokerage sweep is separate from SoFi Checking and Savings.

- Profile: https://www.findmymoat.com/tools/sofi-invest
- Aliases: SoFi brokerage, SoFi Active Invest, SoFi Self-Directed Invest
- Categories: Brokerage, Portfolio, Watchlist, Options, Downloadable Tax Reports
- Primary use cases: brokerage trading, portfolio tracking, portfolio watchlists, options data
- Asset types: Stocks, ETFs, Options, Mutual Funds
- Platforms: Web, Mobile
- Prices: Free
- Experience levels: Beginner, Intermediate
- Target audience: Not specified
- Source verified: 2026-08-23

## Special Situation Investments (SSI)

Special Situation Investments is a research site and paid community for event-driven ideas, catalyst timelines, targets, and discussion. Past ideas are public, while current ideas and discussions require membership.

- Profile: https://www.findmymoat.com/tools/special-situation-investments-ssi
- Aliases: SSI, Special Situation Investments ideas, event-driven investing ideas, special situations research, high conviction ideas
- Categories: Stock Ideas, Forums, Newsletters, Blogs, Playbooks & Case Studies
- Primary use cases: stock research, research reports, fundamental research, investment news, market monitoring, portfolio alerts
- Asset types: Stocks, Closed-End Funds, Other
- Platforms: Web
- Prices: Free, Subscription
- Experience levels: Intermediate, Advanced
- Target audience: Retail Traders, Pro Retail, Institutional Investors
- Source verified: 2026-08-23

## Special Situations Digest

Special Situations Digest follows activist campaigns, strategic reviews, spin-offs, takeovers, divestitures, tender offers, restructurings, and M&A across more than 25 markets. It has situation cards, search, exports, Copy-for-LLM, and a live EDGAR and OTC Markets feed. Use it for triage, not full diligence or advice.

- Profile: https://www.findmymoat.com/tools/special-situations-digest
- Aliases: SpecialSits Digest, Special Situations Digest Pro, specialsitsdigest, global event-driven research, special situations database, activist campaigns digest, spin-off digest, Copy-for-LLM investing digest
- Categories: Stock Ideas, Screeners, News, Alerts, Calendar, Corporate Actions & Special Situations, Regulatory Filings Monitoring, Newsletters, Data Visualizations
- Primary use cases: stock research, stock screening, investment news, market monitoring, alerts, research reports
- Asset types: Stocks, Closed-End Funds, Other
- Platforms: Web
- Prices: Free, Subscription, Other
- Experience levels: Intermediate, Advanced
- Target audience: Pro Retail, Institutional Investors, Analysts, Family Offices, Asset Managers, Hedge Funds
- Source verified: 2026-08-23

## SpotGamma

SpotGamma maps dealer gamma, vanna, delta, key levels, options-flow impact, volatility, scans, alerts, heatmaps, and trading integrations. It is built for options and intraday traders, not fundamental research, execution, portfolio accounting, or a public API.

- Profile: https://www.findmymoat.com/tools/spotgamma
- Aliases: SpotGamma, SpotGamma pricing, options gamma levels, dealer positioning analytics, HIRO options indicator
- Categories: Options, Screeners, Data Visualizations, Alerts, Courses & Certs, Blogs
- Primary use cases: options data, options flow, market monitoring, technical analysis, alerts, research reports
- Asset types: Stocks, ETFs, Options
- Platforms: Web
- Prices: Subscription, Other
- Experience levels: Intermediate, Advanced
- Target audience: Not specified
- Source verified: 2026-08-23

## SS&C Black Diamond Wealth Solutions

SS&C Black Diamond is an enterprise system for advisory firms, broker-dealers, family offices, banks, and trust teams. It covers portfolio accounting, performance, client portals, billing, trading, rebalancing, aggregation, APIs, compliance, alternatives, and trust operations. Pricing is sales-led and the modules are not designed for a retail investor.

- Profile: https://www.findmymoat.com/tools/ss-c-black-diamond-wealth-solutions
- Aliases: Black Diamond Wealth Platform, SS&C Black Diamond, Black Diamond API, Black Diamond client portal, SS&C Accord
- Categories: Advisor Operations, Portfolio, APIs & Data Feeds, Webhooks, Broker Connectors, Insider Compliance / Pre-clearance, Audit Trail / Supervision, Regulatory Filings Monitoring, Blogs, Playbooks & Case Studies, Custom Dashboards, Other
- Primary use cases: advisor client reporting, portfolio tracking, portfolio analytics, broker-connected trading, market data API, portfolio alerts
- Asset types: Stocks, ETFs, Mutual Funds, Bonds, Funds, Other
- Platforms: Web, Mobile, API
- Prices: Other
- Experience levels: Intermediate, Advanced
- Target audience: Financial Advisors, RIAs / Wealth Firms, Family Offices, Asset Managers, Institutional Investors
- Source verified: 2026-08-23

## Stake

Stake gives eligible Australians CHESS-sponsored ASX trading plus a separate DriveWealth U.S. account. Brokerage is A$3 or US$3 up to 30,000, U.S. fractions start at US$10, and ordinary cash earns no customer interest.

- Profile: https://www.findmymoat.com/tools/stake
- Aliases: Stake AUS, Stake Wall St, Stakeshop
- Categories: Brokerage, Portfolio, Watchlist, Downloadable Tax Reports
- Primary use cases: brokerage trading, portfolio tracking, portfolio watchlists
- Asset types: Stocks, ETFs
- Platforms: Web, Mobile
- Prices: Subscription
- Experience levels: Beginner, Intermediate, Advanced
- Target audience: Not specified
- Source verified: 2026-08-23

## State Street Sector ETF Momentum Map

State Street's free Sector ETF Momentum Map shows how sector ETFs rotate against U.S., European, and world benchmarks. It opens without an account, but it is a focused sector tool rather than a configurable RRG workspace.

- Profile: https://www.findmymoat.com/tools/state-street-sector-etf-momentum-map
- Aliases: State Street RRG, SPDR Sector ETF Momentum Map, free sector rotation map, free RRG sector chart
- Categories: Data Visualizations, ETF Comparison, Market Sentiment
- Primary use cases: market maps, ETF screening, technical analysis, market monitoring
- Asset types: ETFs
- Platforms: Web
- Prices: Free
- Experience levels: Beginner, Intermediate, Advanced
- Target audience: Retail Traders, Pro Retail, Analysts, Index/Passive Investors
- Source verified: 2026-09-05

## Statfolio

Statfolio is a lightweight stock and ETF portfolio tracker for holdings, performance, dividends, splits, diversification, and symbol research. It suits manual or imported monitoring, not brokerage execution or a full research terminal.

- Profile: https://www.findmymoat.com/tools/statfolio
- Aliases: Statfolio portfolio tracker, stock ETF portfolio tracker, portfolio performance dashboard, investment diversification tracker, dividend portfolio analytics
- Categories: Portfolio, Dividends, Splits, News, Data Visualizations, Financials
- Primary use cases: portfolio tracking, portfolio analytics, dividend analysis, long-term portfolio tracking, portfolio watchlists
- Asset types: Stocks, ETFs
- Platforms: Web, Mobile
- Prices: Free, Subscription
- Experience levels: Beginner, Intermediate, Advanced
- Target audience: Not specified
- Source verified: 2026-08-23

## Stock Analysis

Stock Analysis combines screeners, financial statements, calendars, news, charts, forecasts, watchlists, and portfolios on web and mobile. Paid plans add longer history, higher limits, exports, ETF holdings, broker sync, and analyst filters. The service does not provide brokerage execution, advice, or programmatic data access.

- Profile: https://www.findmymoat.com/tools/stock-analysis
- Aliases: StockAnalysis.com, Stock Analysis Pro, stockanalysis pro, free stock analysis, global stock screener
- Categories: Stock Ideas, Screeners, ETF Screeners, Top Analysts, Stock Comparison, ETF Comparison, Data Visualizations, Portfolio, Watchlist, News, Alerts, Calendar, IPO, Corporate Actions & Special Situations, Dividends, Splits, Financials, Improved Filings, Transcripts, AI Research, Valuation Models, Risk Metrics, Analyst Forecasts, Analyst Ratings & Price Targets, ETF Analysis, Which ETF includes this Stock?, Fund Analysis, Compounding Calculator, Blogs, Newsletters, Education, Broker Connectors
- Primary use cases: stock research, stock screening, portfolio tracking, charting, fundamental research, dividend analysis
- Asset types: Stocks, ETFs, Mutual Funds, Closed-End Funds, Funds, Other
- Platforms: Web, Mobile
- Prices: Free, Subscription
- Experience levels: Beginner, Intermediate, Advanced
- Target audience: Retail Traders, Pro Retail, Long-term Investors, Value Investors, Growth Investors, Dividend Investors, Index/Passive Investors, Swing Traders, Analysts, Students/Researchers
- Source verified: 2026-08-23

## Stock Rover

Stock Rover combines fundamental data, portfolio analytics, dividend tracking, valuation tools, reports, ratings, broker-linked portfolios, and alerts. Coverage centers on North American securities. It does not provide trade execution or full strategy backtesting.

- Profile: https://www.findmymoat.com/tools/stock-rover
- Aliases: StockRover, stock rover screener, portfolio analytics, stock research reports, fundamental screener
- Categories: Stock Ideas, Screeners, ETF Screeners, Stock Comparison, ETF Comparison, Data Visualizations, Risk Metrics, Performance Attribution, Monte Carlo, Portfolio, Watchlist, Correlation, News, Alerts, Calendar, Financials, Scores, Flags, Valuation Models, Transcripts, Dividends, Insider Data, Options, ETF Analysis, Fund Analysis, Analyst Forecasts, Analyst Ratings & Price Targets, Notes & Highlights, Broker Connectors, Education, Blogs, Videos
- Primary use cases: stock screening, ETF screening, portfolio analytics, fundamental research, research reports
- Asset types: Stocks, ETFs, Mutual Funds, Closed-End Funds, Options, Funds, Other
- Platforms: Web, Mobile
- Prices: Free, Subscription
- Experience levels: Beginner, Intermediate, Advanced
- Target audience: Retail Traders, Pro Retail, Long-term Investors, Value Investors, Growth Investors, Quality Investors, Dividend Investors, Analysts, Financial Advisors
- Source verified: 2026-08-23

## Stock Spinoff Investing

Stock Spinoff Investing is a niche site and newsletter for spin-offs and related special situations. The free calendar covers upcoming and completed events; Premium adds ideas, updates, video Q&A, Discord, and archived newsletters. It is not a broad terminal, broker, or substitute for filings and valuation.

- Profile: https://www.findmymoat.com/tools/stock-spinoff-investing
- Aliases: SSI Premium, Stock Spin-off Investing Newsletter, spin-off calendar, spinoff investing, special situations newsletter
- Categories: Stock Ideas, Calendar, Corporate Actions & Special Situations, Blogs, Videos, Newsletters
- Primary use cases: stock research, investment news, research reports, fundamental research, market monitoring, portfolio alerts
- Asset types: Stocks
- Platforms: Web
- Prices: Free, Subscription
- Experience levels: Beginner, Intermediate, Advanced
- Target audience: Not specified
- Source verified: 2026-08-23

## Stock Unlock

Stock Unlock combines stock and ETF scores, screens, DCF tools, comparison charts, watchlists, and portfolio tracking. It is aimed at retail investors who want a guided research workflow, with deeper tools and usage limits set by plan. Model outputs still need independent review.

- Profile: https://www.findmymoat.com/tools/stock-unlock
- Aliases: StockUnlock, Stock Unlock Pro, Stock Unlock Unlimited, stock scores, global stock ETF research
- Categories: Screeners, Data Visualizations, Stock Comparison, ETF Analysis, Portfolio, Watchlist, Dividends, Insider Data, Institutional Ownership, Scores, Valuation Models, Analyst Forecasts, Analyst Ratings & Price Targets, Alerts, Education, Blogs, Newsletters
- Primary use cases: stock research, stock screening, ETF screening, valuation modeling, portfolio tracking, fundamental research
- Asset types: Stocks, ETFs
- Platforms: Web, Mobile
- Prices: Free, Subscription
- Experience levels: Beginner, Intermediate, Advanced
- Target audience: Not specified
- Source verified: 2026-08-23

## StockAlert Pro

StockAlert Pro monitors stocks and ETFs through configurable alerts, watchlists, AI equity reports, and developer integrations. It covers price, technical, volume, fundamental, dividend, and scheduled conditions. It does not place trades or replace portfolio accounting.

- Profile: https://www.findmymoat.com/tools/stockalert-pro
- Aliases: StockAlert Pro, StockAlert.pro, stock price alerts API, stock webhook alerts, AI stock monitoring alerts
- Categories: Alerts, Calendar, Dividends, Stock Ideas, Screeners, Data Visualizations, Watchlist, APIs & Data Feeds, Webhooks, Playbooks & Case Studies, Blogs
- Primary use cases: alerts, portfolio watchlists, AI agent data access, financial data API, market monitoring, stock research
- Asset types: Stocks, ETFs
- Platforms: Web, API
- Prices: Free, Subscription
- Experience levels: Beginner, Intermediate, Advanced
- Target audience: Not specified
- Source verified: 2026-08-23

## StockCharts

StockCharts provides technical charts, scans, alerts, ChartLists, RRGs, PerfCharts, and options tools. Paid tiers set limits on saved work, history, scans, and refresh rates. Exchange data plans add official real-time quotes.

- Profile: https://www.findmymoat.com/tools/stockcharts
- Aliases: StockCharts.com, StockCharts, SharpCharts, StockCharts ACP, technical analysis charting
- Categories: Screeners, Data Visualizations, Alerts, Watchlist, Portfolio, Calendar, Options, Scores, Broker Connectors
- Primary use cases: charting, technical analysis, technical screening, alerts, portfolio watchlists, options data
- Asset types: Stocks, ETFs, Mutual Funds, Options, Commodities, Cryptos
- Platforms: Web, Mobile
- Prices: Free, Subscription
- Experience levels: Beginner, Intermediate, Advanced
- Target audience: Not specified
- Source verified: 2026-09-02

## Stockcircle

Stockcircle combines company data with institutional holdings, insider transactions, and U.S. Congress disclosures. It is a research site, not a broker, portfolio-accounting system, or professional data terminal.

- Profile: https://www.findmymoat.com/tools/stockcircle
- Aliases: Stockcircle, Stockcircle Pro, guru portfolio tracker, Congress trades tracker, investor holdings tracker
- Categories: Institutional Ownership, Insider Data, US Government Trades, Screeners, Stock Ideas, ETF Screeners, ETF Analysis, Valuation Models, Analyst Ratings & Price Targets, Alerts, AI Research
- Primary use cases: investor holdings research, insider and institutional tracking, stock screening, AI research workspace, valuation modeling, alerts
- Asset types: Stocks, ETFs, Bonds, Other
- Platforms: Web
- Prices: Free, Subscription
- Experience levels: Beginner, Intermediate
- Target audience: Retail Traders, Pro Retail, Long-term Investors
- Source verified: 2026-08-23

## StockFetcher

StockFetcher is a text-query U.S. stock screener with more than 125 indicators, saved filters, watchlists, CSV transfer, charts, and emailed results. Screens use daily or weekly bars and delayed intraday updates.

- Profile: https://www.findmymoat.com/tools/stockfetcher
- Aliases: Stock Fetcher, StockFetcher screener, plain English stock screener, technical stock filter, StockFetcher Advanced
- Categories: Screeners, Watchlist, Data Visualizations, Alerts
- Primary use cases: technical screening, stock screening, technical analysis, portfolio watchlists, alerts, charting
- Asset types: Stocks
- Platforms: Web
- Prices: Subscription, One-time
- Experience levels: Beginner, Intermediate, Advanced
- Target audience: Not specified
- Source verified: 2026-08-23

## StockInsights.ai

StockInsights.ai summarizes filings and earnings calls, categorizes disclosures, monitors watchlists, and exposes company data through APIs and MCP. It covers U.S. and Indian markets. Commercial use, redistribution, webhooks, and custom workflows require Business or Solutions terms.

- Profile: https://www.findmymoat.com/tools/stockinsights-ai
- Aliases: Stock Insights AI, stockinsights.ai, AI equity research assistant, AI earnings transcript summaries, AI SEC filing alerts
- Categories: AI Research, AI Chat, Improved Filings, Transcripts, Alerts, Watchlist, APIs & Data Feeds, Custom Dashboards, Financials, Calendar
- Primary use cases: AI research workspace, earnings transcript research, stock research, alerts, financial data API
- Asset types: Stocks
- Platforms: Web, API
- Prices: Free, Subscription, Other
- Experience levels: Beginner, Intermediate, Advanced
- Target audience: Retail Traders, Pro Retail, Analysts, Quants/Developers, Students/Researchers
- Source verified: 2026-08-23

## Stocknear

Stocknear covers U.S. stocks, ETFs, and options. Its web app includes options flow, dark-pool activity, analyst data, 13F holdings, congressional trades, earnings, news, alerts, and an AI agent. It does not execute trades or provide a public data API.

- Profile: https://www.findmymoat.com/tools/stocknear
- Aliases: Stocknear, Stocknear pricing, options flow stock research, dark pool stock alerts, AI stock analysis platform
- Categories: Screeners, Options, Data Visualizations, Watchlist, News, Alerts, Calendar, Dark Pool & Off-Exchange, Financials, ETF Analysis, Analyst Ratings & Price Targets, Analyst Forecasts, Insider Data, Institutional Ownership, US Government Trades, Dividends, AI Research, AI Chat
- Primary use cases: options flow, options data, stock research, stock screening, analyst ratings, alerts, AI research workspace
- Asset types: Stocks, ETFs, Options
- Platforms: Web
- Prices: Free, Subscription
- Experience levels: Beginner, Intermediate, Advanced
- Target audience: Not specified
- Source verified: 2026-08-23

## Stockopedia

Stockopedia combines StockRanks, StockReports, GuruScreens, factor-style screens, Folios, alerts, and exports across selected regions. It suits disciplined Quality, Value, and Momentum research, not brokerage execution or API-based data delivery.

- Profile: https://www.findmymoat.com/tools/stockopedia
- Aliases: StockRanks, Stockopedia StockReports, GuruScreens, quality value momentum screener, Stockopedia Folios
- Categories: Screeners, Stock Ideas, Financials, Scores, Checklist, Data Visualizations, Analyst Forecasts, Analyst Ratings & Price Targets, Portfolio, Watchlist, News, Alerts, Calendar, Education, Blogs, Newsletters
- Primary use cases: factor screening, stock screening, fundamental research, portfolio alerts, portfolio tracking, quant ratings
- Asset types: Stocks, ETFs, Closed-End Funds
- Platforms: Web, Mobile
- Prices: Subscription
- Experience levels: Beginner, Intermediate, Advanced
- Target audience: Not specified
- Source verified: 2026-08-23

## Stockoscope

Stockoscope organizes U.S. stock research around quality, peers, valuation, analysts, and holdings. It adds scores, peer ranks, intrinsic-value models, estimates, ownership, screens, editable strategies, watchlists, and news. Coverage is U.S.-only and usually refreshes daily or after the close.

- Profile: https://www.findmymoat.com/tools/stockoscope
- Aliases: Stock O Scope, Stockoscope 5D Framework, Stockoscope pricing, 5D stock analysis, quality value dividend strategy builder, US stock quality screener
- Categories: Stock Ideas, Screeners, Stock Comparison, Data Visualizations, Watchlist, Financials, Valuation Models, Scores, Dividends, Insider Data, Institutional Ownership, Analyst Forecasts, Analyst Ratings & Price Targets, News
- Primary use cases: stock research, stock screening, fundamental research, valuation modeling, analyst ratings, insider and institutional tracking, dividend analysis, visual stock research
- Asset types: Stocks
- Platforms: Web
- Prices: Free, Subscription
- Experience levels: Beginner, Intermediate, Advanced
- Target audience: Retail Traders, Pro Retail, Long-term Investors, Value Investors, Growth Investors, Quality Investors, Dividend Investors, Analysts, Students/Researchers
- Source verified: 2026-08-29

## Stocktwits

Stocktwits is a social market network for real-time conversation, sentiment, trending symbols, watchlists, earnings, news, and symbol pages across stocks, ETFs, and crypto. Free covers the community; Ad Free, Edge, and enterprise API access add more. Posts and sentiment are context, not verified research.

- Profile: https://www.findmymoat.com/tools/stocktwits
- Aliases: StockTwits, Stocktwits Edge, stock market social sentiment, trending stocks community, retail investor sentiment
- Categories: Watchlist, News, Market Sentiment, Calendar, Financials
- Primary use cases: investment news, market monitoring, portfolio watchlists, alerts, market maps, stock research
- Asset types: Stocks, ETFs, Cryptos
- Platforms: Web, Mobile
- Prices: Free, Subscription
- Experience levels: Beginner, Intermediate, Advanced
- Target audience: Not specified
- Source verified: 2026-08-23

## StreamXLS

StreamXLS puts Interactive Brokers quotes, balances, positions, P&L, and open orders into Windows Excel through RTD. It can stage an order ticket for manual review in TWS, but it does not transmit trades, provide market-data entitlements, support Mac or browser Excel, or replace IBKR.

- Profile: https://www.findmymoat.com/tools/streamxls
- Aliases: Stream XLS, StreamXLS Excel RTD, IBKR Excel RTD, Interactive Brokers Excel add-in, TWS RTD Excel
- Categories: Sheets / Excel Add-ins, Broker Connectors, Portfolio, Custom Dashboards
- Primary use cases: market monitoring, portfolio tracking, broker-connected trading
- Asset types: Stocks, Options, Futures, Currencies
- Platforms: Desktop
- Prices: Subscription
- Experience levels: Intermediate, Advanced
- Target audience: Retail Traders, Pro Retail, Day Traders, Swing Traders, Algo Traders, Quants/Developers
- Source verified: 2026-08-23

## Strike Money

Strike Money provides official RRG charts for Indian stocks and sectors alongside screeners, market breadth, sentiment, options, futures, and heatmaps. It is a paid web product with a seven-day trial, not a permanent free RRG.

- Profile: https://www.findmymoat.com/tools/strike-money
- Aliases: Strike.money, Strike Analytics, Strike Money RRG, India stock rotation graph
- Categories: Screeners, Data Visualizations, Stock Comparison, Market Sentiment, Options, Financials
- Primary use cases: charting, technical analysis, technical screening, market maps, market monitoring, options data
- Asset types: Stocks, ETFs, Options, Futures
- Platforms: Web
- Prices: Subscription
- Experience levels: Beginner, Intermediate, Advanced
- Target audience: Retail Traders, Pro Retail, Day Traders, Swing Traders
- Source verified: 2026-09-05

## Sure Dividend

Sure Dividend is a research publisher for long-term income investors. It offers curated ideas, newsletters, valuation work, ranking sheets, dividend lists, and a premium database with hundreds of reports and weekly updates. It is not a broker, tax-lot system, live tracker, or trading platform.

- Profile: https://www.findmymoat.com/tools/sure-dividend
- Aliases: Sure Dividend, Sure Analysis Research Database, SARD, dividend growth newsletter, Dividend Aristocrats spreadsheet
- Categories: Stock Ideas, Valuation Models, Financials, Scores, Newsletters, Blogs
- Primary use cases: dividend analysis, stock research, fair value research, valuation modeling, stock screening, research reports
- Asset types: Stocks
- Platforms: Web
- Prices: Subscription
- Experience levels: Beginner, Intermediate, Advanced
- Target audience: Not specified
- Source verified: 2026-08-23

## TC2000

TC2000 provides charts, screening, alerts, paper trading, options analysis, and brokerage trading for U.S. stocks, ETFs, and options. The anonymous free version is limited; paid plans and optional data feeds add real-time workflows.

- Profile: https://www.findmymoat.com/tools/tc2000
- Aliases: TC2000, TC2000 pricing, EasyScan, TC2000 Brokerage, stock and options scanner
- Categories: Screeners, Watchlist, Portfolio, Options, News, Alerts, Paper Trading, Advanced Order Types, Brokerage, Options P&L, Financials
- Primary use cases: charting, technical screening, brokerage trading, paper trading, options data, alerts
- Asset types: Stocks, ETFs, Options
- Platforms: Web, Desktop, Mobile
- Prices: Free, Subscription
- Experience levels: Beginner, Intermediate, Advanced
- Target audience: Not specified
- Source verified: 2026-08-23

## TD Direct Investing

TD Direct Investing is a Canadian brokerage for stocks, ETFs, options, funds, and fixed income. Whole-share trades cost $9.99, eligible partial-share trades cost $1.99, and selected ETFs have no commission. It supports WebBroker, mobile trading, research, registered accounts, and TD account transfers.

- Profile: https://www.findmymoat.com/tools/td-direct-investing
- Aliases: TD DI, TD WebBroker, TD Waterhouse Direct Investing
- Categories: Brokerage, Portfolio, Watchlist, Options, Downloadable Tax Reports
- Primary use cases: brokerage trading, options data, portfolio tracking, portfolio watchlists
- Asset types: Stocks, ETFs, Options, Mutual Funds, Bonds
- Platforms: Web, Mobile
- Prices: Other
- Experience levels: Beginner, Intermediate, Advanced
- Target audience: Not specified
- Source verified: 2026-08-23

## Tegus

Tegus is now part of AlphaSense. Its expert interviews, custom calls, financial models, filings, benchmarks, Excel tools, and AI research tools are built for professional diligence. AlphaSense does not publish Tegus prices.

- Profile: https://www.findmymoat.com/tools/tegus
- Aliases: Tegus Expert Insights, AlphaSense Tegus, expert call transcripts, Tegus financial models, BamSEC Pro
- Categories: Transcripts, Improved Filings, Financials, Data Visualizations, Research Templates, AI Research, Alerts, Sheets / Excel Add-ins
- Primary use cases: investment research workspace, AI research workspace, earnings transcript research, research reports, fundamental research, market monitoring
- Asset types: Stocks
- Platforms: Web, Mobile
- Prices: Free, Subscription
- Experience levels: Beginner, Intermediate, Advanced
- Target audience: Not specified
- Source verified: 2026-08-23

## Testfol.io

Testfol.io is a portfolio backtesting site for allocations, cash flows, rebalancing, tactical signals, correlations, and historical risk and return. Free use remains available; paid tiers add analytics, uploads, downloads, alerts, and cloud features. Backtests use historical assumptions and are not execution or guarantees.

- Profile: https://www.findmymoat.com/tools/testfol-io
- Aliases: Testfol.io, testfolio, portfolio backtester, tactical allocation backtester, free portfolio backtesting
- Categories: Backtesting, Correlation, Risk Metrics, Quant, Compounding Calculator
- Primary use cases: strategy backtesting, portfolio analytics, quant research, portfolio tracking
- Asset types: Stocks, ETFs, Mutual Funds
- Platforms: Web
- Prices: Free, Subscription
- Experience levels: Intermediate, Advanced
- Target audience: Retail Traders, Pro Retail, Long-term Investors, Quants/Developers
- Source verified: 2026-08-23

## The Earnings Watcher

The Earnings Watcher is a lightweight earnings-alert service for U.S.-listed stocks. Pro adds broader 6 Signals history and trends. It keeps earnings events visible, but it is not a broker or complete options-risk system.

- Profile: https://www.findmymoat.com/tools/the-earnings-watcher
- Aliases: The Earnings Watcher, The Earnings Watcher Pro, earnings report alerts, SEC earnings alerts, earnings watchlist
- Categories: Alerts, Calendar, Watchlist
- Primary use cases: market monitoring, portfolio alerts, fundamental research, stock research, alerts
- Asset types: Stocks
- Platforms: Web
- Prices: Free, Subscription
- Experience levels: Beginner, Intermediate
- Target audience: Retail Traders, Long-term Investors
- Source verified: 2026-08-23

## The Fly Pro

The Fly is a stock research and news workspace available through the former Main Street Data URL. It combines company KPIs, financial charts, stock and ETF screeners, calendars, transcripts, analyst estimates, portfolios, and real-time news. History, screener filters, portfolio limits, dashboards, and data integrations vary by plan.

- Profile: https://www.findmymoat.com/tools/the-fly-pro
- Aliases: The Fly Pro, Main Street Data, company KPI database, fundamental charting, earnings transcript research
- Categories: Screeners, Data Visualizations, Stock Comparison, Watchlist, News, Alerts, ETF Screeners, Calendar, Financials, Transcripts, Analyst Forecasts, Macro Data, APIs & Data Feeds
- Primary use cases: stock research, fundamentals data, visual stock research, earnings transcript research, investment news, stock screening, analyst ratings
- Asset types: Stocks, ETFs
- Platforms: Web, API
- Prices: Free, Subscription, Other
- Experience levels: Beginner, Intermediate, Advanced
- Target audience: Not specified
- Source verified: 2026-08-23

## The Ledger Terminal

The Ledger Terminal is a web fundamental-research service with one-page U.S. stock sheets, valuation charts, quality checks, screens, comparisons, and SEC-linked history. It is built for long-term business analysis, not trading or portfolio accounting.

- Profile: https://www.findmymoat.com/tools/the-ledger-terminal
- Aliases: Ledger Terminal, The Ledger Terminal Pro, SEC EDGAR stock research, one-page stock tearsheets, fundamental valuation screener
- Categories: Stock Ideas, Screeners, Stock Comparison, Data Visualizations, Watchlist, Alerts, News, Financials, Scores, Checklist, Valuation Models, Risk Metrics, Stock Handbook, AI Research, Dividends, Blogs, Education
- Primary use cases: stock research, fundamental research, valuation modeling, stock screening, visual stock research, fair value research
- Asset types: Stocks
- Platforms: Web
- Prices: Free, Subscription
- Experience levels: Beginner, Intermediate, Advanced
- Target audience: Retail Traders, Pro Retail, Long-term Investors, Value Investors, Quality Investors, Growth Investors, Dividend Investors, Analysts, Students/Researchers
- Source verified: 2026-08-23

## The Motley Fool

The Motley Fool publishes market commentary, education, watchlists, portfolios, and paid stock recommendations. It suits investors who want editorial and model-portfolio guidance rather than raw data, APIs, or custom valuation. It is not a broker, tax tool, or portfolio manager.

- Profile: https://www.findmymoat.com/tools/the-motley-fool
- Aliases: Motley Fool, Stock Advisor, Motley Fool Epic, Fool One, Rule Breakers
- Categories: Stock Ideas, Portfolio, Watchlist, News, Education, Videos, Newsletters, Blogs
- Primary use cases: stock research, stock screening, investment news, research reports, portfolio watchlists
- Asset types: Stocks, ETFs
- Platforms: Web, Mobile
- Prices: Free, Subscription
- Experience levels: Beginner, Intermediate, Advanced
- Target audience: Not specified
- Source verified: 2026-08-23

## The Wall Street Journal (WSJ)

The Wall Street Journal combines subscription business news with markets coverage, quotes, watchlists, screeners, portfolios, newsletters, and analysis. It suits readers who want reporting and market context, not a broker, public API, or full quant terminal.

- Profile: https://www.findmymoat.com/tools/the-wall-street-journal-wsj
- Aliases: WSJ, Wall Street Journal, WSJ Market Data Center, Dow Jones WSJ, WSJ Digital
- Categories: News, Alerts, Calendar, Dividends, Financials, Analyst Forecasts, Analyst Ratings & Price Targets
- Primary use cases: investment news, market monitoring, analyst ratings, research reports, fundamental research
- Asset types: Stocks, ETFs, Mutual Funds, Bonds, Commodities, Currencies
- Platforms: Web, Mobile
- Prices: Free, Subscription
- Experience levels: Beginner, Intermediate, Advanced
- Target audience: Not specified
- Source verified: 2026-08-23

## The Zen of Investing

The Zen of Investing is a free special-situations site focused on upcoming and recent spin-offs. It links press releases, decks, prospectuses, filings, and SEC feeds for event-driven research before deeper work elsewhere.

- Profile: https://www.findmymoat.com/tools/the-zen-of-investing
- Aliases: Zen of Investing, upcoming spinoffs, recent spinoffs, stock spinoff calendar, special situation investing
- Categories: Corporate Actions & Special Situations, Calendar, Blogs
- Primary use cases: investment news, market monitoring, stock research, research reports
- Asset types: Stocks
- Platforms: Web
- Prices: Free
- Experience levels: Beginner, Intermediate, Advanced
- Target audience: Not specified
- Source verified: 2026-08-23

## This Is Not SEDAR

This Is Not SEDAR is an independent interface for Canadian filings, results, company news, prospectuses, and SEDI insider activity. It speeds discovery, but SEDAR+ remains the source of record; full search needs sign-in and no public API or SLA is published.

- Profile: https://www.findmymoat.com/tools/this-is-not-sedar
- Aliases: NOTSedar, This Is Not SEDAR, SEDAR filings, Canadian filings browser, SEDAR+ alternative
- Categories: Regulatory Filings Monitoring, Improved Filings
- Primary use cases: market monitoring, stock research, fundamental research
- Asset types: Stocks, ETFs, Mutual Funds, Funds
- Platforms: Web
- Prices: Free, Other
- Experience levels: Beginner, Intermediate, Advanced
- Target audience: Not specified
- Source verified: 2026-08-23

## Tickeron

Tickeron uses AI for screens, stock signals, pattern detection, paper trading, robots, and short-horizon ideas across stocks, ETFs, funds, crypto, and forex. It is for active idea generation, not guaranteed returns or a substitute for a broker.

- Profile: https://www.findmymoat.com/tools/tickeron
- Aliases: Tickeron, Tickeron pricing, AI trading robots, AI stock signals, real-time pattern trading
- Categories: Screeners, Stock Ideas, Stock Comparison, Auto-Trading & Bots, Copy/Social Trading, Paper Trading, Backtesting, Portfolio, Watchlist, Alerts, Calendar, Education, Courses & Certs, Videos, Blogs
- Primary use cases: AI research workspace, strategy backtesting, technical analysis, paper trading, alerts, stock screening
- Asset types: Stocks, ETFs, Mutual Funds, Cryptos, Currencies
- Platforms: Web, Mobile, API
- Prices: Free, Subscription
- Experience levels: Beginner, Intermediate, Advanced
- Target audience: Retail Traders, Pro Retail, Day Traders, Swing Traders
- Source verified: 2026-08-23

## Tickertape

Tickertape is an India-first web and mobile research app for stocks, funds, ETFs, screens, portfolios, alerts, events, forecasts, and broker-linked holdings. Free covers the core workflow; Pro adds custom screens, exports, historical sentiment, alerts, forecasts, and multi-account tools. It is not a global terminal or raw API.

- Profile: https://www.findmymoat.com/tools/tickertape
- Aliases: Tickertape, Tickertape Pro, Tickertape screener, India stock screener, Tickertape portfolio
- Categories: Screeners, Portfolio, Watchlist, News, Alerts, Dividends, Splits, Financials, Scores, Analyst Forecasts, Analyst Ratings & Price Targets, ETF Analysis, Market Sentiment, Insider Data, Broker Connectors, Blogs
- Primary use cases: stock screening, stock research, portfolio tracking, broker-connected trading, analyst ratings, portfolio alerts
- Asset types: Stocks, Mutual Funds, ETFs, Options
- Platforms: Web, Mobile
- Prices: Free, Subscription
- Experience levels: Beginner, Intermediate, Advanced
- Target audience: Not specified
- Source verified: 2026-08-23

## TickerTrends

TickerTrends estimates public-company KPIs from search, web traffic, apps, social, reviews, news, transcripts, financial data, and consensus. It can add alternative evidence for investors and quants, but the signals are proxies and need validation.

- Profile: https://www.findmymoat.com/tools/tickertrends
- Aliases: Ticker Trends, TickerTrends alternative data, KPI forecasting suite, consumer trend stock data, alternative data API
- Categories: Stock Ideas, Screeners, Stock Comparison, Data Visualizations, Quant, Backtesting, APIs & Data Feeds, News Sentiment, Market Sentiment, Alerts, Reddit, Financials, Scores, Improved Filings, Transcripts, Earnings Calls Sentiment, Analyst Forecasts, App & Website Traffic, Employee/Consumer Reviews, AI Research, AI Chat, Custom Dashboards, Education, Newsletters
- Primary use cases: market monitoring, financial data API, AI agent data access, research reports, stock research, investment research workspace
- Asset types: Stocks, Other
- Platforms: Web, API, Other
- Prices: Free, Subscription, One-time, Other
- Experience levels: Beginner, Intermediate, Advanced
- Target audience: Retail Traders, Pro Retail, Institutional Investors, Analysts, Quants/Developers, Asset Managers, Hedge Funds, Students/Researchers
- Source verified: 2026-08-23

## Tiingo

Tiingo provides price, fundamentals, corporate-actions, news, forex, and crypto data through REST, WebSocket, JSON, CSV, Python, and AmiBroker. Plans differ in limits, history, and licensing rights.

- Profile: https://www.findmymoat.com/tools/tiingo
- Aliases: Tiingo API, Tiingo pricing, stock market data API, IEX real-time API, Tiingo news API
- Categories: APIs & Data Feeds, News, Dividends, Splits
- Primary use cases: market data API, financial data API, historical market data, fundamentals data, investment news, AI agent data access
- Asset types: Stocks, ETFs, Mutual Funds, Cryptos, Currencies
- Platforms: Web, API
- Prices: Free, Subscription
- Experience levels: Beginner, Intermediate, Advanced
- Target audience: Not specified
- Source verified: 2026-08-23

## Tijori Finance - Ideas Dashboard

Tijori Finance tracks Indian companies through idea lists, event feeds, financial data, screens, alerts, and portfolios. The free plan covers current data with account limits; Premium adds historical datasets, reverse DCF, comparisons, and higher limits.

- Profile: https://www.findmymoat.com/tools/tijori-finance-ideas-dashboard
- Aliases: Tijori Ideas Dashboard, Tijori Finance premium, Indian stock ideas, promoter buying dashboard, Indian equity screener
- Categories: Stock Ideas, Calendar, Alerts, Market Sentiment, Corporate Actions & Special Situations, AI Research
- Primary use cases: stock screening, stock research, fundamental research, portfolio alerts, market monitoring, valuation modeling
- Asset types: Stocks
- Platforms: Web, Mobile
- Prices: Free, Subscription
- Experience levels: Beginner, Intermediate, Advanced
- Target audience: Not specified
- Source verified: 2026-08-23

## TIKR

TIKR is a browser equity-research terminal for global fundamentals, statements, estimates, valuation, transcripts, filings, and screens. It suits long-term stock research; paid plans add history, coverage, exports, and higher workflow limits.

- Profile: https://www.findmymoat.com/tools/tikr
- Aliases: TIKR Terminal, TIKR stock screener, global equity terminal, fundamental stock research, stock valuation model
- Categories: Screeners, Stock Ideas, Data Visualizations, Stock Comparison, Portfolio, Watchlist, Institutional Ownership, News, Alerts, Calendar, Financials, Valuation Models, Dividends, Transcripts, Analyst Forecasts, Analyst Ratings & Price Targets, Blogs, Education
- Primary use cases: fundamental research, global stock screening, valuation modeling, investor holdings research, earnings transcript research
- Asset types: Stocks
- Platforms: Web
- Prices: Free, Subscription
- Experience levels: Beginner, Intermediate, Advanced
- Target audience: Retail Traders, Pro Retail, Long-term Investors, Value Investors, Growth Investors, Dividend Investors, Analysts, Financial Advisors, Students/Researchers
- Source verified: 2026-08-23

## TipRanks

TipRanks combines analyst ratings, targets, expert rankings, Smart Score, AI analysis, news sentiment, insider signals, hedge-fund activity, and portfolios. It is useful for comparing market views quickly, with Premium and Ultimate adding deeper expert, portfolio, export, and AI tools.

- Profile: https://www.findmymoat.com/tools/tipranks
- Aliases: Tip Ranks, Smart Score, analyst price targets, AI stock analysis, expert rankings
- Categories: Stock Ideas, Top Analysts, Screeners, ETF Screeners, US Government Trades, Stock Comparison, ETF Comparison, Options, Data Visualizations, Portfolio, Watchlist, Risk Metrics, Performance Attribution, Insider Data, Institutional Ownership, Financials, Scores, Bulls Say Bear Say, Analyst Forecasts, Analyst Ratings & Price Targets, AI Research, AI Chat, News, News Sentiment, Alerts, Calendar, IPO, Dividends, Splits, Corporate Actions & Special Situations, Guidance / Pre-announcements, Macro Data, Options P&L, Compounding Calculator, Retirement Calculator, APIs & Data Feeds, Education
- Primary use cases: analyst ratings, quant ratings, stock research, portfolio analytics, financial data API, AI agent data access
- Asset types: Stocks, ETFs, Options, Cryptos, Commodities, Currencies
- Platforms: Web, Mobile, API
- Prices: Free, Subscription, Other
- Experience levels: Beginner, Intermediate, Advanced
- Target audience: Retail Traders, Pro Retail, Institutional Investors, Analysts, Quants/Developers
- Source verified: 2026-08-23

## Total Real Returns

Total Real Returns charts nominal and inflation-adjusted total returns with dividends reinvested. It provides tables, drawdowns, normalization, and multi-symbol comparisons with end-of-day updates. It is deliberately narrow, not a screener, broker, API, or portfolio tracker.

- Profile: https://www.findmymoat.com/tools/total-real-returns
- Aliases: Total Real Returns, inflation adjusted stock chart, dividends reinvested chart, real total return chart, CPI adjusted stock returns
- Categories: Data Visualizations, Risk Metrics
- Primary use cases: visual stock research, stock research, historical market data, portfolio analytics
- Asset types: Stocks, ETFs, Mutual Funds, Bonds, Currencies
- Platforms: Web
- Prices: Free
- Experience levels: Beginner, Intermediate
- Target audience: Not specified
- Source verified: 2026-08-23

## Tracefour

Tracefour is a free insider-trade heatmap covering U.S. filings, selected European director dealings, and U.S. Congress trades. It broadens discovery beyond U.S.-only Form 4 tools, but publishes no API, export workflow, SLA, or data-license terms.

- Profile: https://www.findmymoat.com/tools/tracefour
- Aliases: Trace Four, global insider trades, director dealings tracker, Form 4 heatmap, Congress trades heatmap
- Categories: Insider Data, Screeners, Data Visualizations, US Government Trades, Institutional Ownership, Watchlist, Market Sentiment
- Primary use cases: insider and institutional tracking, stock screening, market monitoring, stock research
- Asset types: Stocks, ETFs
- Platforms: Web
- Prices: Free
- Experience levels: Beginner, Intermediate, Advanced
- Target audience: Not specified
- Source verified: 2026-08-23

## Track Your Dividends (TYD)

Track Your Dividends tracks U.S. income portfolios through Plaid links or manual holdings, with alerts, forecasts, and paid research. It is useful for dividend monitoring; deeper screens, scores, analysis, and unlimited linked accounts are Premium.

- Profile: https://www.findmymoat.com/tools/track-your-dividends-tyd
- Aliases: TYD, TrackYourDividends, Track Your Dividends Premium, free dividend tracker, Plaid dividend tracker
- Categories: Portfolio, Watchlist, Dividends, Alerts, Screeners, Financials, Scores, Valuation Models, Data Visualizations, Stock Ideas, Education, Courses & Certs
- Primary use cases: dividend analysis, portfolio tracking, portfolio alerts, stock screening, portfolio watchlists, stock research
- Asset types: Stocks, ETFs, Mutual Funds
- Platforms: Web
- Prices: Free, Subscription
- Experience levels: Beginner, Intermediate, Advanced
- Target audience: Not specified
- Source verified: 2026-08-23

## Trackinsight

Trackinsight is an ETF research and data service for screening, comparison, monitoring, portfolio analysis, ESG and factor context, and licensed delivery. It is for ETF due diligence, not single stocks, options, execution, or an unrestricted public API.

- Profile: https://www.findmymoat.com/tools/trackinsight
- Aliases: Trackinsight, Trackinsight ETF, global ETF database, ETF data services, Trackinsight ETF screener
- Categories: ETF Screeners, ETF Comparison, ETF Analysis, ETF Factors, Data Visualizations, Portfolio, Backtesting, Factor Exposure, Watchlist, APIs & Data Feeds, ESG Ratings, News, Education, Blogs
- Primary use cases: ETF screening, fund research, portfolio analytics, portfolio tracking, factor screening, financial data API, market monitoring
- Asset types: ETFs
- Platforms: Web, API
- Prices: Free, Other
- Experience levels: Beginner, Intermediate, Advanced
- Target audience: Retail Traders, Pro Retail, Institutional Investors, Long-term Investors, Index/Passive Investors, Analysts, Financial Advisors
- Source verified: 2026-08-23

## TradeBB

TradeBB is a web trading journal for imported trades, notes, performance, and behavior across stocks, options, futures, and forex. Free supports basic review and one dataset; Pro adds account analysis and reporting. It is not a broker or signal service.

- Profile: https://www.findmymoat.com/tools/tradebb
- Aliases: TradeBB, TradeBB trading journal, TradeBB Pro, broker trade journal, free trading journal
- Categories: Portfolio, Data Visualizations, Broker Connectors, AI Research, AI Chat
- Primary use cases: portfolio tracking, portfolio analytics
- Asset types: Stocks, Options, Futures, Currencies
- Platforms: Web
- Prices: Free, Subscription, Other
- Experience levels: Beginner, Intermediate, Advanced
- Target audience: Retail Traders, Pro Retail, Day Traders, Swing Traders
- Source verified: 2026-08-23

## TradeLog

TradeLog is Windows trade-accounting software for U.S. active traders who need wash-sale handling, proceeds reconciliation, Form 8949, Sections 1256 and 475 reports, and tax-lot adjustments. It does not file a return, give tax advice, execute trades, or cover every digital-asset case.

- Profile: https://www.findmymoat.com/tools/tradelog
- Aliases: TradeLog Software, Trade Log tax software, trader tax software, wash sale software, Form 8949 software
- Categories: Portfolio, Data Visualizations, Tax Lots / Lot Optimization, Wash Sale Detection, Downloadable Tax Reports, Broker Connectors
- Primary use cases: portfolio tracking, portfolio analytics
- Asset types: Stocks, ETFs, Mutual Funds, Bonds, Options, Futures, Currencies, Cryptos
- Platforms: Desktop
- Prices: Subscription
- Experience levels: Intermediate, Advanced
- Target audience: Retail Traders, Pro Retail, Day Traders, Swing Traders
- Source verified: 2026-08-23

## Tradervue

Tradervue is a trading journal for imports, charts, performance, sharing, mentoring, MFE/MAE, R-based risk reports, exports, and a REST API across stocks, ETFs, futures, forex, and options. Free is limited to 30 grouped trades monthly; Silver and Gold add more reports.

- Profile: https://www.findmymoat.com/tools/tradervue
- Aliases: TraderVue, Tradervue pricing, trading journal, trade journal analytics, broker sync trading journal
- Categories: Portfolio, Risk Metrics, Data Visualizations, APIs & Data Feeds, Broker Connectors
- Primary use cases: portfolio tracking, portfolio analytics, broker-connected trading, research reports, market monitoring
- Asset types: Stocks, ETFs, Options, Futures, Currencies
- Platforms: Web
- Prices: Free, Subscription
- Experience levels: Beginner, Intermediate, Advanced
- Target audience: Not specified
- Source verified: 2026-08-23

## TradeZella

TradeZella is a paid journal for broker imports, tagging, playbooks, performance, backtesting, replay, AI review, risk reports, and mentoring across stocks, options, forex, futures, and crypto. Plan tiers control accounts, AI credits, backtests, and replay. It is not a brokerage.

- Profile: https://www.findmymoat.com/tools/tradezella
- Aliases: TradeZella, TradeZella pricing, AI trading journal, trade journal backtesting, Zella AI
- Categories: Portfolio, Backtesting, Data Visualizations, Custom Dashboards, Risk Metrics, Education, AI Research, AI Chat
- Primary use cases: portfolio tracking, portfolio analytics, strategy backtesting, broker-connected trading, research reports, market monitoring
- Asset types: Stocks, Options, Currencies, Futures, Cryptos
- Platforms: Web
- Prices: Subscription
- Experience levels: Beginner, Intermediate, Advanced
- Target audience: Retail Traders, Pro Retail
- Source verified: 2026-08-23

## Trading 212

Trading 212 is an app broker for stocks, ETFs, fractional orders, recurring Pies, and UK ISA and SIPP wrappers, with a separate CFD product. Invest, ISA, and SIPP trades have zero platform commission and custody fees; FX, taxes, spreads, financing, and market costs still apply.

- Profile: https://www.findmymoat.com/tools/trading-212
- Aliases: Trading212, Trading 212 Invest, Trading 212 ISA, Trading 212 SIPP, Trading 212 CFD
- Categories: Brokerage, Advanced Order Types, Portfolio, Watchlist, Downloadable Tax Reports
- Primary use cases: brokerage trading, portfolio tracking, portfolio watchlists, market monitoring
- Asset types: Stocks, ETFs, Currencies, Commodities, Other
- Platforms: Web, Mobile
- Prices: Other
- Experience levels: Beginner, Intermediate, Advanced
- Target audience: Not specified
- Source verified: 2026-08-23

## Trading Economics

Trading Economics provides indicators, calendars, forecasts, market data, company financials, news, ratings, and events through web, REST, WebSocket, spreadsheet, BI, and AI integrations. It is data infrastructure for dashboards and pipelines, not a broker or adviser. Plans control streaming, limits, and commercial rights.

- Profile: https://www.findmymoat.com/tools/trading-economics
- Aliases: Trading Economics, Trading Economics API, economic calendar API, macro data API, Trading Economics pricing
- Categories: Macro Data, Calendar, Alerts, News, Credit Ratings & Outlooks, Dividends, IPO, Splits, Financials, APIs & Data Feeds, Sheets / Excel Add-ins, AI Research
- Primary use cases: financial data API, market data API, historical market data, market monitoring, AI agent data access, fundamentals data
- Asset types: Stocks, Bonds, Commodities, Currencies, Other
- Platforms: Web, Mobile, Desktop, API
- Prices: Free, Subscription, Other
- Experience levels: Beginner, Intermediate, Advanced
- Target audience: Retail Traders, Institutional Investors, Analysts, Quants/Developers, Students/Researchers
- Source verified: 2026-08-23

## TradingView

TradingView combines charts, screeners, alerts, Pine Script, paper trading, and broker connections across many asset classes. Basic is free. Paid plans raise chart, indicator, alert, watchlist, history, and portfolio limits. Some real-time exchange data costs extra.

- Profile: https://www.findmymoat.com/tools/tradingview
- Aliases: Trading View, TradingView charts, Pine Script, stock charting software, paper trading
- Categories: Data Visualizations, Quant, Screeners, ETF Screeners, Stock Ideas, Stock Comparison, ETF Comparison, Watchlist, Portfolio, Backtesting, Correlation, News, Alerts, Calendar, Dividends, Splits, Yield Curves, Macro Data, Paper Trading, Broker Connectors, Webhooks, Order Book / Level II, Options, Options P&L, Education, Blogs, Videos
- Primary use cases: charting, technical analysis, paper trading, alerts, broker-connected trading, strategy backtesting
- Asset types: Stocks, ETFs, Cryptos, Bonds, Commodities, Currencies, Futures, Options
- Platforms: Web, Mobile, Desktop
- Prices: Free, Subscription, Other
- Experience levels: Beginner, Intermediate, Advanced
- Target audience: Retail Traders, Pro Retail, Day Traders, Swing Traders, Algo Traders, Quants/Developers
- Source verified: 2026-08-23

## Trefis

Trefis combines public company data, valuation models, risk and return comparisons, trade ideas, and model portfolios. Its software also converts Excel models into web dashboards. Paid research and software plans start at $19.95 per month.

- Profile: https://www.findmymoat.com/tools/trefis
- Aliases: Trefis Price, Trefis valuation, driver-based valuation, what-if stock model, Trefis dashboards
- Categories: Valuation Models, Financials, Data Visualizations, Stock Comparison, Stock Ideas, Risk Metrics, AI Research, Blogs, Custom Dashboards
- Primary use cases: valuation modeling, visual stock research, stock research, fundamental research, research reports
- Asset types: Stocks
- Platforms: Web
- Prices: Free, Subscription, Other
- Experience levels: Beginner, Intermediate, Advanced
- Target audience: Not specified
- Source verified: 2026-08-23

## Trendlyne

Trendlyne is an India-first research and portfolio service with screens, DVM scores, forecasts, alerts, backtests, transcripts, broker sync, and options tools. Global plans add U.S. coverage, but the strongest fit remains Indian equities.

- Profile: https://www.findmymoat.com/tools/trendlyne
- Aliases: Trendlyne GuruQ, Trendlyne StratQ, Trendlyne Pro Plus, Indian stock screener, DVM score
- Categories: Screeners, Analyst Forecasts, Analyst Ratings & Price Targets, Data Visualizations, Options, Portfolio, Watchlist, Backtesting, Institutional Ownership, Alerts, Calendar, News, Dividends, Splits, Corporate Actions & Special Situations, IPO, Financials, Scores, Transcripts, Insider Data, Sheets / Excel Add-ins, Broker Connectors
- Primary use cases: stock screening, technical screening, portfolio tracking, strategy backtesting, analyst ratings, options data
- Asset types: Stocks, Mutual Funds, Options, Futures
- Platforms: Web, Mobile
- Prices: Free, Subscription
- Experience levels: Beginner, Intermediate, Advanced
- Target audience: Not specified
- Source verified: 2026-08-23

## TrendSpider

TrendSpider is a paid analysis and automation workspace for multi-timeframe technical scans, strategies, alerts, bots, AI, and alternative data across stocks, ETFs, options, futures, forex, and crypto. It is not a broker; live routing needs SignalStack and a supported broker. Plan, data, Sidekick, and backtest limits matter.

- Profile: https://www.findmymoat.com/tools/trendspider
- Aliases: Trend Spider, TrendSpider pricing, TrendSpider Strategy Tester, TrendSpider Group Strategy Tester, TrendSpider Sidekick, Opus 5.0 in Sidekick, Sidekick Deep Research, TrendSpider Segments and KPIs, TrendSpider Options Map, TrendSpider Sector Rotation Chart, TrendSpider Store, AI Strategy Lab, automated technical analysis, multi-timeframe market scanner
- Categories: Data Visualizations, Screeners, Stock Ideas, Quant, Backtesting, Alerts, Auto-Trading & Bots, Watchlist, Webhooks, Broker Connectors, Options, Dark Pool & Off-Exchange, US Government Trades, Insider Data, Financials, News, Market Sentiment, AI Research, AI Chat, Custom Dashboards, Checklist
- Primary use cases: charting, technical analysis, technical screening, strategy backtesting, alerts, broker-connected trading, options flow, AI research workspace, market monitoring
- Asset types: Stocks, ETFs, Options, Futures, Commodities, Currencies, Cryptos
- Platforms: Web, Mobile
- Prices: Subscription, Other
- Experience levels: Intermediate, Advanced
- Target audience: Retail Traders, Pro Retail, Day Traders, Swing Traders, Algo Traders, Quants/Developers, Institutional Investors
- Source verified: 2026-08-23

## Tweenvest

Tweenvest is a stock research app with company dashboards, screens, watchlists, portfolios, transcripts, valuation tools, and AI analysis. It targets retail investors, with better coverage and AI features reserved for higher tiers.

- Profile: https://www.findmymoat.com/tools/tweenvest
- Aliases: Tweenvest, Tweenvest AI, Tweenvest pricing, AI stock analysis Spain, European stock screener
- Categories: Screeners, Data Visualizations, Watchlist, Portfolio, News, Calendar, Alerts, Dividends, Financials, Scores, Valuation Models, Transcripts, Analyst Forecasts, AI Research, AI Chat
- Primary use cases: stock screening, stock research, portfolio tracking, AI research workspace, earnings transcript research, valuation modeling
- Asset types: Stocks, ETFs
- Platforms: Web
- Prices: Free, Subscription
- Experience levels: Beginner, Intermediate, Advanced
- Target audience: Retail Traders, Pro Retail, Long-term Investors, Value Investors, Growth Investors, Dividend Investors, Swing Traders
- Source verified: 2026-08-23

## U.S. Bureau of Economic Analysis (BEA)

The U.S. Bureau of Economic Analysis publishes official US economic accounts, including GDP, personal income and spending, PCE prices, industry and regional statistics, trade, and international investment. Tables and downloads are public. API access requires a free UserID.

- Profile: https://www.findmymoat.com/tools/u-s-bureau-of-economic-analysis-bea
- Aliases: BEA, Bureau of Economic Analysis, BEA API, GDP data API, PCE inflation data
- Categories: Macro Data, Calendar, APIs & Data Feeds, Data Visualizations, Official Sources
- Primary use cases: financial data API, historical market data, market monitoring, AI agent data access, research reports
- Asset types: Other
- Platforms: Web, API
- Prices: Free
- Experience levels: Beginner, Intermediate, Advanced
- Target audience: Analysts, Quants/Developers
- Source verified: 2026-08-23

## U.S. Bureau of Labor Statistics (BLS)

The U.S. Bureau of Labor Statistics publishes official US data on employment, unemployment, inflation, wages, productivity, prices, and occupations. Public tools include series reports, bulk files, release calendars, and two API versions.

- Profile: https://www.findmymoat.com/tools/u-s-bureau-of-labor-statistics-bls
- Aliases: BLS, Bureau of Labor Statistics, BLS API, CPI data API, unemployment data API
- Categories: APIs & Data Feeds, Macro Data, Calendar, News, Official Sources
- Primary use cases: financial data API, historical market data, market monitoring, AI agent data access, research reports
- Asset types: Other
- Platforms: Web, API
- Prices: Free
- Experience levels: Beginner, Intermediate, Advanced
- Target audience: Retail Traders, Institutional Investors, Analysts, Quants/Developers, Students/Researchers
- Source verified: 2026-08-23

## Uncle Stock

Uncle Stock screens more than 100,000 global stocks with financial metrics, valuation models, scores, historical tests, watchlists, and alerts. Gold adds CSV and JSON access, an MCP server, and limited portfolio tracking. It is not a broker or an intraday trading simulator.

- Profile: https://www.findmymoat.com/tools/uncle-stock
- Aliases: Uncle Stock, Uncle Stock pricing, global stock screener backtest, fundamental stock screener API, Uncle Stock MCP
- Categories: Screeners, Backtesting, Data Visualizations, Financials, Valuation Models, Scores, Institutional Ownership, Watchlist, Portfolio, Alerts, APIs & Data Feeds
- Primary use cases: global stock screening, stock screening, strategy backtesting, fundamental research, financial data API, AI agent data access
- Asset types: Stocks, Cryptos
- Platforms: Web, API
- Prices: Free, Subscription
- Experience levels: Beginner, Intermediate, Advanced
- Target audience: Retail Traders, Pro Retail, Long-term Investors, Value Investors
- Source verified: 2026-08-23

## Unusual Whales

Unusual Whales tracks options flow, dark pools, congressional trades, insider activity, market data, alerts, screeners, and social sentiment. It is built for active traders and alternative-data research, not a broker, portfolio ledger, or guarantee that unusual activity predicts returns.

- Profile: https://www.findmymoat.com/tools/unusual-whales
- Aliases: UnusualWhales, options flow, dark pool data, whales options, options alert feed
- Categories: Options, Money Flow, Screeners, Options P&L, Alerts, News, Calendar, Dark Pool & Off-Exchange, US Government Trades, Insider Data, APIs & Data Feeds, AI Research
- Primary use cases: options flow, options data, alerts, market monitoring, financial data API, AI agent data access
- Asset types: Options, Stocks, ETFs, Cryptos
- Platforms: Web, Mobile, API
- Prices: Free, Subscription
- Experience levels: Intermediate, Advanced
- Target audience: Retail Traders, Pro Retail, Day Traders, Swing Traders, Algo Traders
- Source verified: 2026-08-23

## USAspending

USAspending.gov is the U.S. government's free source for federal awards, contracts, grants, loans, recipients, agencies, spending categories, maps, downloads, and APIs. It can add contract and government-demand context to company research, but it is not market data or a valuation service.

- Profile: https://www.findmymoat.com/tools/usaspending
- Aliases: USAspending, USAspending.gov, US federal spending API, government contract awards, federal award data
- Categories: APIs & Data Feeds, Data Visualizations, Videos, Other, Official Sources
- Primary use cases: financial data API, historical market data, market monitoring, AI agent data access, fundamental research
- Asset types: Other
- Platforms: Web, API
- Prices: Free
- Experience levels: Beginner, Intermediate, Advanced
- Target audience: Not specified
- Source verified: 2026-08-23

## Validea

Validea applies published guru and factor models to stocks through screens, reports, portfolios, and model strategies. It is for investors who want rules-based idea generation and backtests, not brokerage execution or a general market-data terminal.

- Profile: https://www.findmymoat.com/tools/validea
- Aliases: Validea.com, Validea Guru Analysis, Validea Pro, guru stock screener, factor portfolios
- Categories: Stock Ideas, Screeners, ETF Screeners, Quant, Backtesting, Scores, Financials, Valuation Models, Portfolio, ETF Analysis, ETF Factors, Correlation, Alerts, Newsletters, Videos
- Primary use cases: quant research, factor screening, stock screening, ETF screening, strategy backtesting, portfolio analytics
- Asset types: Stocks, ETFs
- Platforms: Web
- Prices: Free, Subscription
- Experience levels: Intermediate, Advanced
- Target audience: Retail Traders, Pro Retail, Long-term Investors, Value Investors, Quality Investors, Quants/Developers, Students/Researchers
- Source verified: 2026-08-23

## Value Investors Club (VIC)

Value Investors Club is a members-only community where investors share detailed stock ideas. Full access requires submitting a current investment idea for review. It is a source of thoughtful case studies, not a broker, market-data feed, or recommendation guarantee.

- Profile: https://www.findmymoat.com/tools/value-investors-club-vic
- Aliases: VIC, Value Investors Club, Joel Greenblatt Value Investors Club, deep value investment ideas, value investing writeups
- Categories: Stock Ideas, Forums
- Primary use cases: stock research, investment research workspace, research reports, stock screening, fundamental research
- Asset types: Stocks, Bonds
- Platforms: Web
- Prices: Free
- Experience levels: Intermediate, Advanced
- Target audience: Not specified
- Source verified: 2026-08-23

## Value Line

Value Line publishes analyst reports, proprietary ranks, screens, model portfolios, fund and ETF research, options research, and selection newsletters. Product coverage and online-tool limits depend on the subscription.

- Profile: https://www.findmymoat.com/tools/value-line
- Aliases: ValueLine, Value Line Investment Survey, Value Line Timeliness Rank, Value Line Safety Rank, Value Line Fund Advisor
- Categories: Screeners, Stock Ideas, Watchlist, Alerts, Financials, Scores, Data Visualizations, ETF Analysis, Fund Analysis, Options, News, Newsletters
- Primary use cases: stock research, fundamental research, quant ratings, research reports, fund research, portfolio watchlists
- Asset types: Stocks, ETFs, Mutual Funds, Options
- Platforms: Web
- Prices: Free, Subscription
- Experience levels: Beginner, Intermediate, Advanced
- Target audience: Retail Traders, Pro Retail, Long-term Investors, Value Investors, Dividend Investors
- Source verified: 2026-08-23

## Value Sense

Value Sense combines stock fundamentals, valuation models, screens, historical tests, earnings analysis, insider transactions, and 13F holdings. Plan limits determine history, downloads, AI usage, and saved workspaces.

- Profile: https://www.findmymoat.com/tools/value-sense
- Aliases: Value Sense, ValueSense, Value Sense pricing, intrinsic value stock screener, AI earnings call summaries
- Categories: Stock Ideas, Screeners, Backtesting, Stock Comparison, Data Visualizations, Watchlist, Custom Dashboards, Financials, Valuation Models, Scores, Insider Data, Institutional Ownership, Transcripts, Earnings Calls Sentiment, News, Alerts, Calendar
- Primary use cases: stock research, stock screening, fundamental research, valuation modeling, earnings transcript research, AI research workspace
- Asset types: Stocks
- Platforms: Web
- Prices: Free, Subscription, Other
- Experience levels: Beginner, Intermediate, Advanced
- Target audience: Retail Traders, Value Investors, Analysts
- Source verified: 2026-08-23

## ValuePickr Forum

ValuePickr is a public Indian investor forum for company analysis, case studies, sector research, and long-form discussion. It can help with idea discovery and qualitative research, but ValuePickr does not review or endorse every post.

- Profile: https://www.findmymoat.com/tools/valuepickr-forum
- Aliases: ValuePickr, ValuePickr Forum, Indian small cap forum, Indian equity forum, stock story forum
- Categories: Forums
- Primary use cases: stock research, investment research workspace, fundamental research, investment news, research reports
- Asset types: Stocks
- Platforms: Web
- Prices: Free
- Experience levels: Beginner, Intermediate, Advanced
- Target audience: Not specified
- Source verified: 2026-08-23

## Valuesider

Valuesider tracks guru portfolios and links back to SEC reports with split-adjusted holdings. It is useful for following investor ownership and finding original filings, not for live mirroring, execution, or complete fundamentals.

- Profile: https://www.findmymoat.com/tools/valuesider
- Aliases: ValueSider, superinvestor portfolios, 13F holdings screener, guru portfolio tracker, value investor holdings
- Categories: Screeners, Institutional Ownership, Data Visualizations, Alerts, Watchlist, Financials
- Primary use cases: investor holdings research, insider and institutional tracking, stock screening, market monitoring
- Asset types: Stocks, ETFs, Mutual Funds, Closed-End Funds, Funds, Bonds, Options, Other
- Platforms: Web
- Prices: Free, Subscription
- Experience levels: Beginner, Intermediate
- Target audience: Retail Traders, Pro Retail, Value Investors, Long-term Investors, Analysts, Students/Researchers
- Source verified: 2026-08-23

## Vanguard Brokerage

Vanguard Brokerage offers U.S. stocks, ETFs, mutual funds, bonds, options, retirement accounts, automatic investing, and Vanguard fund research. It suits long-term investors more than active traders who need detailed charts, options analysis, or an API.

- Profile: https://www.findmymoat.com/tools/vanguard-brokerage
- Aliases: Vanguard broker, Vanguard Brokerage Services, Vanguard self-directed, VBS
- Categories: Brokerage, Portfolio, Watchlist, Downloadable Tax Reports
- Primary use cases: brokerage trading, portfolio tracking, portfolio analytics, fundamental research
- Asset types: Stocks, ETFs, Options, Bonds, Mutual Funds
- Platforms: Web, Mobile
- Prices: Free
- Experience levels: Beginner, Intermediate, Advanced
- Target audience: Not specified
- Source verified: 2026-08-23

## Variant

Variant lets users build AI investment avatars and follow market commentary generated by other avatars. Account creation is free and does not require a credit card. Variant does not publish paid plan prices.

- Profile: https://www.findmymoat.com/tools/variant
- Aliases: Variant avatars, investment avatars, VariantMKT, Finance Avatars, AI market analysis
- Categories: Stock Ideas, Market Sentiment, Forums, AI Research
- Primary use cases: AI research workspace, investment research workspace, market monitoring, research reports, stock research, quant research
- Asset types: Stocks
- Platforms: Web
- Prices: Free
- Experience levels: Intermediate, Advanced
- Target audience: Not specified
- Source verified: 2026-08-23

## Visible Alpha

Visible Alpha provides model-derived estimates, company KPIs, consensus, historical actuals, and research tools. Access is licensed through S&P Global. It is not a retail screener or open API.

- Profile: https://www.findmymoat.com/tools/visible-alpha
- Aliases: Visible Alpha, Visible Alpha Insights, S&P Visible Alpha, line item consensus estimates, sell-side model consensus data
- Categories: Financials, Analyst Forecasts, Analyst Ratings & Price Targets, Data Visualizations, Stock Comparison, Research Templates, APIs & Data Feeds, Sheets / Excel Add-ins, Blogs, Playbooks & Case Studies
- Primary use cases: analyst ratings, fundamentals data, fundamental research, financial data API, valuation modeling, research reports
- Asset types: Stocks
- Platforms: Web, Desktop, API
- Prices: Subscription
- Experience levels: Intermediate, Advanced
- Target audience: Not specified
- Source verified: 2026-08-23

## Visual Capitalist

Visual Capitalist publishes visual explainers, charts, maps, and data stories about markets, commodities, demographics, technology, and the economy. It is useful for context and presentation, not live prices, company filings, portfolio analytics, or investment advice.

- Profile: https://www.findmymoat.com/tools/visual-capitalist
- Aliases: VC+, Visual Capitalist VC Plus, data visualizations, market infographics, Global Forecast Series
- Categories: Data Visualizations, Blogs, Newsletters, Education
- Primary use cases: investment news, research reports, market monitoring, visual stock research
- Asset types: Other
- Platforms: Web
- Prices: Free, Subscription, One-time
- Experience levels: Beginner, Intermediate, Advanced
- Target audience: Not specified
- Source verified: 2026-08-23

## Visualping

Visualping monitors web pages for changes with controls for frequency, thresholds, screen regions, selectors, wait times, proxies, and browser actions. It can support research and compliance monitoring, but it does not provide market data or trade execution.

- Profile: https://www.findmymoat.com/tools/visualping
- Aliases: Visualping, website change monitor, web page change alerts, Visualping API, regulatory page monitoring
- Categories: Alerts, APIs & Data Feeds, Webhooks, Regulatory Filings Monitoring, Blogs, Education, Other
- Primary use cases: alerts, market monitoring, AI agent data access, financial data API, investment news
- Asset types: Other
- Platforms: Web, API, Other
- Prices: Free, Subscription, Other
- Experience levels: Beginner, Intermediate, Advanced
- Target audience: Retail Traders, Pro Retail, Institutional Investors, Analysts, Financial Advisors, Students/Researchers
- Source verified: 2026-08-23

## Wall St. Rank

Wall St. Rank organizes institutional holdings, analyst forecasts, rankings, and news sentiment. Its 13F views are quarterly disclosures, not live fund portfolios.

- Profile: https://www.findmymoat.com/tools/wall-st-rank
- Aliases: Wall St. Rank, Wall St Rank, fund manager index, 13F fund trends API, analyst price target API
- Categories: Institutional Ownership, Analyst Ratings & Price Targets, Analyst Forecasts, News, News Sentiment, APIs & Data Feeds
- Primary use cases: insider and institutional tracking, analyst ratings, investment news, financial data API, market monitoring, research reports
- Asset types: Stocks, ETFs, Options
- Platforms: Web, API
- Prices: Subscription
- Experience levels: Intermediate, Advanced
- Target audience: Not specified
- Source verified: 2026-08-23

## WallStreetZen

WallStreetZen combines stock screens, analyst forecasts, fair-value estimates, financials, ratings, insider and institutional activity, and portfolio tools. It is aimed at retail fundamental research, not brokerage execution or professional data delivery.

- Profile: https://www.findmymoat.com/tools/wallstreetzen
- Aliases: Wall Street Zen, WallStreetZen Premium, Zen Ratings, Zen Investor, top analysts database
- Categories: Screeners, Stock Ideas, Top Analysts, Scores, AI Research, Financials, Valuation Models, Analyst Forecasts, Analyst Ratings & Price Targets, News, Watchlist, Alerts, Dividends
- Primary use cases: stock screening, stock research, quant ratings, analyst ratings, fair value research, portfolio alerts
- Asset types: Stocks
- Platforms: Web
- Prices: Free, Subscription
- Experience levels: Beginner, Intermediate
- Target audience: Retail Traders, Pro Retail, Long-term Investors, Value Investors, Growth Investors
- Source verified: 2026-08-23

## Wayback Machine (Internet Archive)

The Wayback Machine lets researchers view archived versions of websites and files. It is useful for checking historical product pages, pricing, claims, and disclosures in diligence, but archives can be incomplete and it is not market data.

- Profile: https://www.findmymoat.com/tools/wayback-machine-internet-archive
- Aliases: Wayback Machine, Internet Archive Wayback, Save Page Now, web archive API, archived webpage citation
- Categories: APIs & Data Feeds, Citations & Source Pinning, Other
- Primary use cases: research reports, AI agent data access, investment research workspace
- Asset types: Other
- Platforms: Web, API, Mobile
- Prices: Free
- Experience levels: Beginner, Intermediate, Advanced
- Target audience: Not specified
- Source verified: 2026-08-23

## Wealth Hub - Hedge Fund Letters

Wealth Hub is a curated collection of hedge-fund letters and investor commentary. It is useful for qualitative idea generation and reading managers' own words, not a normalized holdings database, live signal, or recommendation service.

- Profile: https://www.findmymoat.com/tools/wealth-hub-hedge-fund-letters
- Aliases: Wealth Hub hedge fund letters, hedge fund investor letters, 13F reports archive, fund letters archive, Wealth Hub Trading letters
- Categories: Blogs, Newsletters
- Primary use cases: investor holdings research, fundamental research, investment research workspace, research reports, stock research, investment news
- Asset types: Other
- Platforms: Web
- Prices: Free
- Experience levels: Beginner, Intermediate, Advanced
- Target audience: Not specified
- Source verified: 2026-08-23

## Wealthfolio

Wealthfolio is a local-first portfolio tracker for holdings, performance, dividends, net worth, and imports. It suits investors who want privacy and manual control, not brokerage execution, a market terminal, or a hosted tax service.

- Profile: https://www.findmymoat.com/tools/wealthfolio
- Aliases: Wealthfolio app, Wealthfolio Connect, local-first portfolio tracker, open source portfolio tracker, self-hosted portfolio tracker
- Categories: Portfolio, Data Visualizations, Performance Attribution, Risk Metrics, Monte Carlo, Retirement Calculator, Broker Connectors, Custom Dashboards
- Primary use cases: portfolio tracking, portfolio analytics, long-term portfolio tracking
- Asset types: Stocks, ETFs, Mutual Funds, Bonds, Currencies, Cryptos, Real Estate, Other
- Platforms: Desktop, Mobile, Web
- Prices: Free, Subscription
- Experience levels: Beginner, Intermediate, Advanced
- Target audience: Retail Traders, Pro Retail, Long-term Investors, Dividend Investors, Index/Passive Investors
- Source verified: 2026-08-23

## Wealthsimple

Wealthsimple combines Canadian self-directed brokerage with separate managed, crypto, chequing, and savings products. The brokerage supports eligible Canadian and U.S. stocks and ETFs, options, margin accounts, and physically backed gold, but not securities listed outside North America.

- Profile: https://www.findmymoat.com/tools/wealthsimple
- Aliases: Wealthsimple Trade, Wealthsimple self-directed, Wealthsimple Investments
- Categories: Brokerage, Portfolio, Watchlist, Options, Downloadable Tax Reports
- Primary use cases: brokerage trading, options data, portfolio tracking, portfolio watchlists
- Asset types: Stocks, ETFs, Options, Commodities
- Platforms: Web, Mobile
- Prices: Free, Subscription
- Experience levels: Beginner, Intermediate, Advanced
- Target audience: Not specified
- Source verified: 2026-08-23

## Webull

Webull provides web, mobile, and desktop trading for stocks, ETFs, options, fractional shares, paper trading, charts, and order tools. Separate Webull services cover futures, crypto, and advice. It does not provide full tax accounting or a professional data terminal.

- Profile: https://www.findmymoat.com/tools/webull
- Aliases: Webull Financial, Webull brokerage, Webull stocks
- Categories: Brokerage, Portfolio, Watchlist, Advanced Order Types, Options, Downloadable Tax Reports
- Primary use cases: brokerage trading, options data, portfolio tracking, market monitoring
- Asset types: Stocks, ETFs, Options
- Platforms: Web, Mobile, Desktop
- Prices: Free, Subscription
- Experience levels: Beginner, Intermediate, Advanced
- Target audience: Not specified
- Source verified: 2026-08-23

## WhaleWisdom

WhaleWisdom organizes institutional 13F, 13D/G, and other ownership filings into fund pages, holdings, changes, screens, alerts, and data exports. It is useful for studying disclosed institutional portfolios, but the filings are delayed and incomplete.

- Profile: https://www.findmymoat.com/tools/whalewisdom
- Aliases: Whale Wisdom, WhaleWisdom 13F, 13F holdings tracker, hedge fund holdings API, institutional ownership screener
- Categories: Institutional Ownership, Insider Data, Stock Ideas, Screeners, Backtesting, Alerts, APIs & Data Feeds, Sheets / Excel Add-ins
- Primary use cases: insider and institutional tracking, investor holdings research, stock screening, strategy backtesting, financial data API, portfolio alerts
- Asset types: Stocks, ETFs, Closed-End Funds, Bonds, Options
- Platforms: Web, API, Desktop
- Prices: Free, Subscription, Other
- Experience levels: Beginner, Intermediate, Advanced
- Target audience: Not specified
- Source verified: 2026-08-23

## Winus

Winus is an AI finance workspace for chat, deep research, agent tasks, market monitoring, reporting, and company or fundamental research. It is useful for finance-specific AI workflows, but outputs still need source checks and independent judgment.

- Profile: https://www.findmymoat.com/tools/winus
- Aliases: Winus, Winus AI, financial AI agent, AI financial research, Winus pricing
- Categories: AI Research, AI Chat, Education, Financials, Macro Data
- Primary use cases: AI research workspace, AI agent data access, stock research, fundamental research, research reports, market monitoring
- Asset types: Stocks, Bonds, ETFs, Mutual Funds, Options, Commodities, Currencies, Real Estate
- Platforms: Web
- Prices: Free, Subscription, Other
- Experience levels: Beginner, Advanced
- Target audience: Institutional Investors, Analysts, Financial Advisors, Retail Traders
- Source verified: 2026-08-23

## Wise (Interest & Stocks)

Wise combines international money transfers with interest and stock features in eligible markets. It is useful for simple cash and investing access inside a money app, not advanced research, trading, or portfolio analytics.

- Profile: https://www.findmymoat.com/tools/wise-interest-stocks
- Aliases: Wise Interest, Wise Stocks, Wise Assets, Wise investing, Wise multi-currency interest
- Categories: Wealth Management, Downloadable Tax Reports, APIs & Data Feeds
- Primary use cases: brokerage trading, long-term portfolio tracking, portfolio tracking, market monitoring
- Asset types: Mutual Funds, Currencies
- Platforms: Web, Mobile, API
- Prices: Free
- Experience levels: Beginner, Intermediate, Advanced
- Target audience: Not specified
- Source verified: 2026-08-23

## Wisesheets

Wisesheets brings financial statements, ratios, prices, estimates, dividends, and other market data into Google Sheets and Excel. It suits spreadsheet-heavy research and models, not brokerage execution, a full terminal, or unrestricted redistribution.

- Profile: https://www.findmymoat.com/tools/wisesheets
- Aliases: Wisesheets, Wise Sheets, Wisesheets pricing, stock data Google Sheets, Excel financial statements add-in
- Categories: Sheets / Excel Add-ins, Screeners, Portfolio, Financials, Dividends, Analyst Forecasts, Analyst Ratings & Price Targets, ETF Analysis, Options, APIs & Data Feeds
- Primary use cases: fundamentals data, stock screening, financial data API, portfolio tracking, portfolio analytics, options data, dividend analysis
- Asset types: Stocks, ETFs, Mutual Funds, Options, Cryptos, Currencies, Commodities, Futures, Other
- Platforms: Web, Desktop, Other
- Prices: Subscription, Other
- Experience levels: Beginner, Intermediate, Advanced
- Target audience: Retail Traders, Pro Retail, Long-term Investors, Value Investors, Analysts, Students/Researchers
- Source verified: 2026-08-23

## World Bank Open Data (data.worldbank.org)

World Bank Open Data provides free global indicators, country profiles, downloads, charts, and APIs for development, demographic, and economic research. It is not a security screener or broker.

- Profile: https://www.findmymoat.com/tools/world-bank-open-data-data-worldbank-org
- Aliases: World Bank Data, World Bank Open Data, World Bank API, World Development Indicators, DataBank
- Categories: APIs & Data Feeds, Macro Data, Official Sources
- Primary use cases: financial data API, historical market data, market monitoring, research reports, market maps
- Asset types: Other
- Platforms: Web, API
- Prices: Free
- Experience levels: Beginner, Intermediate, Advanced
- Target audience: Not specified
- Source verified: 2026-08-23

## Yahoo Finance

Yahoo Finance covers quotes, charts, news, screens, earnings, analyst data, portfolios, watchlists, and basic research across stocks, funds, and crypto. Advanced history, exports, and data access depend on paid products or separate providers.

- Profile: https://www.findmymoat.com/tools/yahoo-finance
- Aliases: Yahoo Finance Plus, Yahoo Finance Premium, Yahoo portfolio tracker, Yahoo stock screener, Yahoo quotes
- Categories: News, Alerts, Calendar, Portfolio, Watchlist, Stock Ideas, Screeners, Stock Comparison, Data Visualizations, Financials, ESG Ratings, Institutional Ownership, Insider Data, Transcripts, Improved Filings, AI Research, Analyst Forecasts, Analyst Ratings & Price Targets, Dividends, Splits, IPO, Options
- Primary use cases: market monitoring, investment news, portfolio tracking, portfolio alerts, stock screening, charting
- Asset types: Stocks, ETFs, Mutual Funds, Options, Futures, Commodities, Currencies, Cryptos
- Platforms: Web, Mobile
- Prices: Free, Subscription
- Experience levels: Beginner, Intermediate, Advanced
- Target audience: Retail Traders, Pro Retail, Long-term Investors, Dividend Investors, Growth Investors, Value Investors
- Source verified: 2026-08-23

## YCharts

YCharts is a professional charting and reporting platform for market data, fundamentals, economics, portfolios, comparisons, and client-ready visuals. It suits advisors and analysts building repeatable research or reports, not retail brokerage execution.

- Profile: https://www.findmymoat.com/tools/ycharts
- Aliases: Y Charts, advisor proposal software, investment proposal platform, fund comparison tables, portfolio optimizer
- Categories: Screeners, Stock Comparison, ETF Comparison, Data Visualizations, Portfolio, Watchlist, Alerts, Correlation, Risk Metrics, Scenario & Stress Tests, Monte Carlo, Performance Attribution, Financials, ETF Analysis, Advisor Operations, Capital Gains Estimator, Sheets / Excel Add-ins, Broker Connectors, AI Research, AI Chat
- Primary use cases: advisor client reporting, portfolio analytics, market monitoring, charting, stock screening, research reports
- Asset types: Stocks, ETFs, Mutual Funds, Closed-End Funds, Bonds, Cryptos
- Platforms: Web, Desktop
- Prices: Subscription, Other
- Experience levels: Intermediate, Advanced
- Target audience: Financial Advisors, RIAs / Wealth Firms, Asset Managers, Analysts
- Source verified: 2026-08-23

## Yellowbrick Investing

Yellowbrick Investing collects stock pitches, professional investor feeds, hedge-fund holdings, and model portfolio alerts. Use it to find research leads, not as a broker, live market terminal, or professional data API.

- Profile: https://www.findmymoat.com/tools/yellowbrick-investing
- Aliases: Yellowbrick Premium, Yellowbrick Investing, Yellowbrick Portfolio, hedge fund stock ideas, CEO Watcher bundle
- Categories: Stock Ideas, Institutional Ownership, Alerts, Newsletters
- Primary use cases: stock research, investor holdings research, stock screening, portfolio alerts, investment research workspace, fundamental research
- Asset types: Stocks, ETFs
- Platforms: Web
- Prices: Free, Subscription
- Experience levels: Beginner, Intermediate, Advanced
- Target audience: Not specified
- Source verified: 2026-08-23

## Zacks (Zacks.com)

Zacks combines stock research, rankings, earnings estimates, screens, reports, portfolios, and newsletters around its earnings-revision methodology. It suits self-directed investors who want structured ideas, not brokerage execution or a fully open quant platform.

- Profile: https://www.findmymoat.com/tools/zacks-zacks-com
- Aliases: Zacks, Zacks Rank, Zacks Premium, Zacks Style Scores, Earnings ESP
- Categories: Screeners, ETF Screeners, Watchlist, Portfolio, News, Calendar, Alerts, Scores, Analyst Forecasts, Analyst Ratings & Price Targets, ETF Analysis, Transcripts
- Primary use cases: quant ratings, stock screening, ETF screening, analyst ratings, portfolio alerts, stock research
- Asset types: Stocks, ETFs, Mutual Funds
- Platforms: Web, Mobile
- Prices: Free, Subscription
- Experience levels: Beginner, Intermediate, Advanced
- Target audience: Not specified
- Source verified: 2026-08-23

## Zenvesto

Zenvesto is a portfolio and market-monitoring app for stocks and crypto with watchlists, gainers, losers, alerts, and basic research views. It is a lightweight tracking tool, not a full terminal, broker, or tax-accounting system.

- Profile: https://www.findmymoat.com/tools/zenvesto
- Aliases: Zenvesto portfolio tracker, Zenvesto Plus, Zenvesto Investor, AI portfolio insights, portfolio health score
- Categories: Portfolio, Watchlist, Data Visualizations, Risk Metrics, Backtesting, News, Calendar, Stock Ideas, Financials, Analyst Ratings & Price Targets, AI Research, Compounding Calculator, Dividends
- Primary use cases: portfolio tracking, portfolio analytics, dividend analysis, portfolio watchlists, market monitoring, long-term portfolio tracking
- Asset types: Stocks, ETFs, Cryptos, Other
- Platforms: Web
- Prices: Free, Subscription
- Experience levels: Beginner, Intermediate
- Target audience: Retail Traders, Pro Retail, Long-term Investors, Index/Passive Investors, Dividend Investors, Swing Traders, Students/Researchers
- Source verified: 2026-08-23

## Ziggma

Ziggma is a portfolio analytics and stock-research platform for broker-agnostic monitoring rather than a trading app. It covers portfolio health, allocation, risk, dividends, valuation, screens, and AI-assisted views.

- Profile: https://www.findmymoat.com/tools/ziggma
- Aliases: Ziggma portfolio tracker, Ziggma Stock Score, Ziggma Top 50, impact x-ray, free portfolio checkup
- Categories: Stock Ideas, Screeners, ETF Screeners, Financials, ESG Ratings, Portfolio, Watchlist, Backtesting, Dividends, Alerts
- Primary use cases: portfolio tracking, portfolio analytics, stock screening, ETF screening, quant ratings, portfolio alerts
- Asset types: Stocks, ETFs, Mutual Funds
- Platforms: Web
- Prices: Free, Subscription
- Experience levels: Beginner, Intermediate, Advanced
- Target audience: Retail Traders, Pro Retail, Long-term Investors, Dividend Investors, Value Investors, Growth Investors
- Source verified: 2026-08-23