GuruFocus is the closest drop-in replacement with overlapping coverage in Screeners, Stock Ideas, and Data Visualizations while adding Stock Comparison and Investor Holdings coverage and Global value-investing research platform covering ~100,000 stocks in ~100 markets plus 8,000+ institutional investors and 15,000+ mutual funds holdings, designed to provide historical financial and valuation data for long-term investors. and All-in-One Screener offers 500+ fundamental, valuation, profitability, growth, dividend, guru and insider filters, supports custom filters/formulas and screening by regions, countries, exchanges and user portfolios. features (category overlap ~67%).
VOL. XCIV, NO. 247
EPSMomentum Alternatives & Competitors
PRICE: 0 CENTS
Alternatives to EPSMomentum
Curated replacements ranked by category overlap, pricing, and platform access. Use this list to stress-test EPSMomentum against peers before committing to a long-term plan.
Looking for a EPSMomentum replacement? We've profiled 20 alternatives ranked by category overlap, pricing flexibility, and platform access. Whether you need a free option to trial, mobile-ready workflows, or API integrations—this list has you covered. Dive in to find your next tool.
View free alternatives onlyAlternatives20Curated picks
Free Options18With free tiers
Avg. Overlap51%Category match
Mobile Ready12Native apps
Quick takeaways
Free tiers remain available through GuruFocus, Fiscal.ai, Investing.com, TipRanks, Stock Rover, Value Sense, Simply Wall St, Koyfin, Portfolio123, Dividend Watch, Tweenvest, ChartMill, Trendlyne, TIKR, Seeking Alpha, Stock Analysis, MarketScreener, and Fey for side-by-side testing.
Round out your stack with new coverage areas like Stock Comparison, Investor Holdings, US Government Trades, and Alerts.
EPSMomentum still leads on Money Flow and Dark Pool & Off-Exchange, so keep it handy for those workflows.
Similarity score 2405Category overlap: 67%
Shared coverage
ScreenersStock IdeasData VisualizationsPortfolioBacktestingNews
Assets: Stocks and ETFs
Experience: Beginner, Intermediate, and Advanced
Platforms: Web, API, and Mobile
Pricing: Free and Subscription
Why investors switch
- Expands into Stock Comparison, Investor Holdings, and US Government Trades coverage beyond what EPSMomentum offers.
- Standout features include Global value-investing research platform covering ~100,000 stocks in ~100 markets plus 8,000+ institutional investors and 15,000+ mutual funds holdings, designed to provide historical financial and valuation data for long-term investors., All-in-One Screener offers 500+ fundamental, valuation, profitability, growth, dividend, guru and insider filters, supports custom filters/formulas and screening by regions, countries, exchanges and user portfolios., and Stock pages combine up to 30-year financial statements, valuation ratios, proprietary GF Score (quality, value, growth, momentum and GF value), dividend data, ownership, operating/segment metrics, filings, transcripts, PDF reports and downloadable charts/tables..
- Pair it with EPSMomentum if you still need Money Flow, Watchlist, and News Sentiment.
Adds coverage: Stock Comparison, Investor Holdings, US Government Trades, and Alerts
Standout features: Global value-investing research platform covering ~100,000 stocks in ~100 markets plus 8,000+ institutional investors and 15,000+ mutual funds holdings, designed to provide historical financial and valuation data for long-term investors., All-in-One Screener offers 500+ fundamental, valuation, profitability, growth, dividend, guru and insider filters, supports custom filters/formulas and screening by regions, countries, exchanges and user portfolios., Stock pages combine up to 30-year financial statements, valuation ratios, proprietary GF Score (quality, value, growth, momentum and GF value), dividend data, ownership, operating/segment metrics, filings, transcripts, PDF reports and downloadable charts/tables., and Guru and institutional tools track portfolios and trades of thousands of investors, including real-time guru picks, 13F and 13D/13G data for all institutional investors (PremiumPlus+), mutual fund holdings, sector/geographic trends, ETF and options holdings.
Similarity score 2087Category overlap: 57%
Shared coverage
ScreenersStock IdeasData VisualizationsPortfolioWatchlistNews
Assets: Stocks and ETFs
Experience: Beginner, Intermediate, and Advanced
Platforms: Web and API
Pricing: Free and Subscription
Why investors switch
- Expands into Stock Comparison, Investor Holdings, and ETF Overview coverage beyond what EPSMomentum offers.
- Standout features include Modern web-based research terminal with dashboards, customizable watchlists, portfolio views, and visualizations across global stocks, ETFs, mutual funds, and funds., Deep fundamentals and segment/KPI coverage, including proprietary KPI feeds for ~2,250+ companies and history depth that scales with plan tier., and AI Copilot for conversational research plus AI summaries and AI-generated reports, designed to speed up earnings, filings, and peer comparisons..
- Pair it with EPSMomentum if you still need Money Flow, Backtesting, and News Sentiment.
Adds coverage: Stock Comparison, Investor Holdings, ETF Overview, and ETF Performance
Standout features: Modern web-based research terminal with dashboards, customizable watchlists, portfolio views, and visualizations across global stocks, ETFs, mutual funds, and funds., Deep fundamentals and segment/KPI coverage, including proprietary KPI feeds for ~2,250+ companies and history depth that scales with plan tier., AI Copilot for conversational research plus AI summaries and AI-generated reports, designed to speed up earnings, filings, and peer comparisons., and Integrated analyst data (forward estimates, revisions, ratings, and price targets) aligned with standardized and adjusted metrics.
Similarity score 1938Category overlap: 55%
Shared coverage
ScreenersStock IdeasData VisualizationsPortfolioWatchlistNews
Assets: Stocks and ETFs
Experience: Beginner, Intermediate, and Advanced
Platforms: Web and Mobile
Pricing: Free and Subscription
Why investors switch
- Expands into Alerts, Calendar, and Dividends coverage beyond what EPSMomentum offers.
- Standout features include Multi-asset market data site/app with quotes, charts, news and tools; claims coverage across stocks, commodities, crypto, indices, currencies, bonds, funds, interest rates, ETFs, futures and options., Cross-device alerts: customized price alerts on any instrument plus alerts for selected economic events; managed via an Alert Center on web and apps., and Mobile app highlights include real-time quotes (30,000+ instruments / 100+ exchanges), economic calendar alerts, breaking news alerts, and a customized portfolio view..
- Pair it with EPSMomentum if you still need Money Flow, Backtesting, and News Sentiment.
Adds coverage: Alerts, Calendar, Dividends, and Splits
Standout features: Multi-asset market data site/app with quotes, charts, news and tools; claims coverage across stocks, commodities, crypto, indices, currencies, bonds, funds, interest rates, ETFs, futures and options., Cross-device alerts: customized price alerts on any instrument plus alerts for selected economic events; managed via an Alert Center on web and apps., Mobile app highlights include real-time quotes (30,000+ instruments / 100+ exchanges), economic calendar alerts, breaking news alerts, and a customized portfolio view., and Portfolio & watchlist tracking; help docs describe importing a watchlist from CSV and downloading portfolio/watchlist/holdings as CSV.
Similarity score 1837Category overlap: 48%
Shared coverage
ScreenersStock IdeasPortfolioWatchlistNewsNews Sentiment
Assets: Stocks and ETFs
Experience: Beginner, Intermediate, and Advanced
Platforms: Web, API, and Mobile
Pricing: Free and Subscription
Why investors switch
- Expands into Top Analysts, ETF Screeners, and Stock Comparison coverage beyond what EPSMomentum offers.
- Standout features include Tracks and measures performance of financial experts (analysts, bloggers, hedge funds, and corporate insiders) to help investors evaluate who to trust., Smart Score: proprietary quantitative stock score (1–10) based on 8 factors (analyst ratings, insider transactions, blogger opinions, individual investor sentiment, hedge fund activity, news sentiment, technicals, fundamentals)., and AI Stock Analysis: automated report that analyzes financial statements, earnings call transcripts, SEC 8‑K filings, technical indicators and market sentiment to generate an AI score and price target; includes strengths/risks, peer comparison, and corporate-event summaries..
- Pair it with EPSMomentum if you still need Data Visualizations, Money Flow, and Backtesting.
Adds coverage: Top Analysts, ETF Screeners, Stock Comparison, and ETF Comparison
Standout features: Tracks and measures performance of financial experts (analysts, bloggers, hedge funds, and corporate insiders) to help investors evaluate who to trust., Smart Score: proprietary quantitative stock score (1–10) based on 8 factors (analyst ratings, insider transactions, blogger opinions, individual investor sentiment, hedge fund activity, news sentiment, technicals, fundamentals)., AI Stock Analysis: automated report that analyzes financial statements, earnings call transcripts, SEC 8‑K filings, technical indicators and market sentiment to generate an AI score and price target; includes strengths/risks, peer comparison, and corporate-event summaries., and Stock/ETF research workflow includes analyst forecasts/consensus & price targets plus pages/tabs for news/insights, dividends, earnings, ownership, financials, and technical analysis (example: AAPL).
Similarity score 1809Category overlap: 48%
Shared coverage
ScreenersData VisualizationsPortfolioWatchlistNewsFinancials
Assets: Stocks and ETFs
Experience: Beginner, Intermediate, and Advanced
Platforms: Web and Mobile
Pricing: Free and Subscription
Why investors switch
- Expands into ETF Screeners, Stock Comparison, and ETF Comparison coverage beyond what EPSMomentum offers.
- Standout features include Spreadsheet‑style Table lets you compare stocks, ETFs and mutual funds side‑by‑side with customizable views and an Insight Panel showing detailed fundamentals, analyst ratings, news and earnings transcripts., Powerful stock and ETF screener supports hundreds of metrics, ranked screening and equation‑based filters, with more metrics and history unlocked at higher tiers (up to 700+ metrics in Premium Plus)., and Portfolio Management covers brokerage integration, portfolio analytics, automatic performance emails, dividend income projections, Monte Carlo simulations, correlation analysis, trade planning and rebalancing tools..
- Pair it with EPSMomentum if you still need Stock Ideas, Money Flow, and Backtesting.
Adds coverage: ETF Screeners, Stock Comparison, ETF Comparison, and Correlation
Standout features: Spreadsheet‑style Table lets you compare stocks, ETFs and mutual funds side‑by‑side with customizable views and an Insight Panel showing detailed fundamentals, analyst ratings, news and earnings transcripts., Powerful stock and ETF screener supports hundreds of metrics, ranked screening and equation‑based filters, with more metrics and history unlocked at higher tiers (up to 700+ metrics in Premium Plus)., Portfolio Management covers brokerage integration, portfolio analytics, automatic performance emails, dividend income projections, Monte Carlo simulations, correlation analysis, trade planning and rebalancing tools., and Future Simulations tool uses Monte Carlo methods to model long‑term portfolio outcomes under different market regimes, inflation assumptions and contribution/withdrawal patterns.
Similarity score 1696Category overlap: 56%
Shared coverage
ScreenersStock IdeasData VisualizationsWatchlistBacktestingNews
Assets: Stocks
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Free and Subscription
Why investors switch
- Expands into Stock Comparison, Valuation Models, and Insider Data coverage beyond what EPSMomentum offers.
- Standout features include Stock screener with presets and stated backtesting support., Curated “Stock ideas” lists; many ideas are marked as “Premium idea”., and Intrinsic value toolkit (e.g., Intrinsic Value, Reverse DCF, Peter Lynch fair value, Earnings Power Value)..
- Pair it with EPSMomentum if you still need Money Flow, Portfolio, and News Sentiment.
Adds coverage: Stock Comparison, Valuation Models, Insider Data, and Institutional Data
Standout features: Stock screener with presets and stated backtesting support., Curated “Stock ideas” lists; many ideas are marked as “Premium idea”., Intrinsic value toolkit (e.g., Intrinsic Value, Reverse DCF, Peter Lynch fair value, Earnings Power Value)., and Stock charting for fundamental metrics with multi-company comparisons and multiple view modes; includes PNG export and “save to workspace”.
Similarity score 1668Category overlap: 45%
Shared coverage
ScreenersStock IdeasData VisualizationsPortfolioWatchlistNews
Assets: Stocks and ETFs
Experience: Beginner, Intermediate, and Advanced
Platforms: Web and Mobile
Pricing: Free and Subscription
Why investors switch
- Expands into Valuation Models, Dividends, and Insider Data coverage beyond what EPSMomentum offers.
- Standout features include Global coverage of over 120,000 listed stocks across ~90 markets, with fundamentals and estimates powered by S&P Global Market Intelligence and analyzed using a documented quantitative model., Company “Snowflake” reports visualize five key dimensions - valuation, future growth, past performance, financial health, and dividends - into a single infographic, with detailed drill‑down sections and methodology explained in the help center and GitHub docs., and Investing Ideas hub with curated themes such as undervalued companies, dividend powerhouses, recent insider buying and sector/thematic lists (AI, nuclear energy, cybersecurity, etc.)..
- Pair it with EPSMomentum if you still need Money Flow, Backtesting, and News Sentiment.
Adds coverage: Valuation Models, Dividends, Insider Data, and Institutional Data
Standout features: Global coverage of over 120,000 listed stocks across ~90 markets, with fundamentals and estimates powered by S&P Global Market Intelligence and analyzed using a documented quantitative model., Company “Snowflake” reports visualize five key dimensions - valuation, future growth, past performance, financial health, and dividends - into a single infographic, with detailed drill‑down sections and methodology explained in the help center and GitHub docs., Investing Ideas hub with curated themes such as undervalued companies, dividend powerhouses, recent insider buying and sector/thematic lists (AI, nuclear energy, cybersecurity, etc.)., and Stock Screener & Alerts lets users filter the global universe by market, industry and dozens of fundamentals (value, growth, income and risk metrics) and set saved screeners with alerts; Free has “Limited” screener access, Premium supports 3 saved screeners, and Unlimited supports 10.
Similarity score 1667Category overlap: 43%
Shared coverage
ScreenersData VisualizationsPortfolioWatchlistNewsFinancials
Assets: Stocks and ETFs
Experience: Beginner, Intermediate, and Advanced
Platforms: Web and Mobile
Pricing: Free and Subscription
Why investors switch
- Expands into ETF Screeners, Correlation, and Alerts coverage beyond what EPSMomentum offers.
- Standout features include Web platform plus iOS & Android mobile apps; watchlists/portfolios sync with the web app., Multi-asset coverage spanning global equities and multiple macro/market datasets (e.g., ETFs, bond yields/curves, FX, commodities, crypto), with news and transcripts., and Advanced graphing with 100+ indicators/series (fundamentals, technicals, valuation, estimates/ratings), templates, total-return charts, scatter charts, and share/embed + downloads..
- Pair it with EPSMomentum if you still need Stock Ideas, Money Flow, and Backtesting.
Adds coverage: ETF Screeners, Correlation, Alerts, and Calendar
Standout features: Web platform plus iOS & Android mobile apps; watchlists/portfolios sync with the web app., Multi-asset coverage spanning global equities and multiple macro/market datasets (e.g., ETFs, bond yields/curves, FX, commodities, crypto), with news and transcripts., Advanced graphing with 100+ indicators/series (fundamentals, technicals, valuation, estimates/ratings), templates, total-return charts, scatter charts, and share/embed + downloads., and Financial Analysis pages: highlights from income/balance sheet/cash-flow plus customizable Financial Analysis templates (paid tiers).
Similarity score 1662Category overlap: 45%
Shared coverage
ScreenersStock IdeasData VisualizationsPortfolioWatchlistBacktesting
Assets: Stocks and ETFs
Experience: Beginner, Intermediate, and Advanced
Platforms: Web and API
Pricing: Free and Subscription
Why investors switch
- Expands into Quant, Correlation, and GDP coverage beyond what EPSMomentum offers.
- Standout features include Web‑based quant research terminal for building multifactor ranking systems, stock/ETF screens, and complete rules‑based strategies with no programming, powered by point‑in‑time FactSet data and marketed as free of survivorship and look‑ahead bias., Supports realistic simulations and backtests over roughly 20 years of history for US, Canadian, and European equities, with custom universes, separate buy/sell rules, position sizing, hedging, and “Book of Strategies” to combine and analyze correlated systems., and Stock & ETF coverage uses fundamentals, estimates, corporate actions, plus industry/sector classification, with “over 15,000 current US, Canadian, and European stocks” and many more historical issues..
- Pair it with EPSMomentum if you still need Money Flow, News, and News Sentiment.
Adds coverage: Quant, Correlation, GDP, and Interest Rates
Standout features: Web‑based quant research terminal for building multifactor ranking systems, stock/ETF screens, and complete rules‑based strategies with no programming, powered by point‑in‑time FactSet data and marketed as free of survivorship and look‑ahead bias., Supports realistic simulations and backtests over roughly 20 years of history for US, Canadian, and European equities, with custom universes, separate buy/sell rules, position sizing, hedging, and “Book of Strategies” to combine and analyze correlated systems., Stock & ETF coverage uses fundamentals, estimates, corporate actions, plus industry/sector classification, with “over 15,000 current US, Canadian, and European stocks” and many more historical issues., and AI Factor lets users train machine‑learning factors and plug them into ranking systems and strategies alongside traditional factors, with supporting API endpoints.
Similarity score 1641Category overlap: 53%
Shared coverage
ScreenersStock IdeasData VisualizationsPortfolioWatchlistNews
Assets: Stocks and ETFs
Experience: Beginner, Intermediate, and Advanced
Platforms: Web and Mobile
Pricing: Subscription
Why investors switch
- Expands into Checklist, Analyst Forecasts, and Analyst Recommendations coverage beyond what EPSMomentum offers.
- Standout features include Equity screener with more than 350 ratios and over 65 prebuilt “GuruScreens.”, StockRanks™ system rates every stock on Quality, Value, and Momentum, with additional risk ratings and style classifications., and Portfolios (“Folios”) track performance with time-weighted returns and integrate company announcements and reporting calendars..
- Pair it with EPSMomentum if you still need Money Flow, Backtesting, and News Sentiment.
Adds coverage: Checklist, Analyst Forecasts, Analyst Recommendations, and Analyst Price Targets
Standout features: Equity screener with more than 350 ratios and over 65 prebuilt “GuruScreens.”, StockRanks™ system rates every stock on Quality, Value, and Momentum, with additional risk ratings and style classifications., Portfolios (“Folios”) track performance with time-weighted returns and integrate company announcements and reporting calendars., and Unlimited custom alerts on price moves or any screenable fundamental/technical rule, with delivery by email or in-app notification.
Similarity score 1639Category overlap: 56%
Shared coverage
ScreenersStock IdeasData VisualizationsPortfolioWatchlistNews
Assets: Stocks and ETFs
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Free and Subscription
Why investors switch
- Expands into Dividends, Calendar, and Dividend coverage beyond what EPSMomentum offers.
- Standout features include Simple web-based tracker that shows past, current, and future dividend income for each holding and portfolio, helping long-term investors see exactly what their portfolio is paying them., Dividend & DRIP reinvestment tracking: mark dividends as reinvested and instantly see the impact on portfolio income, yield on cost, and value without maintaining spreadsheets., and Comprehensive portfolio calendar that aggregates earnings reports, dividend declarations, ex-dividend dates, and pay dates into a monthly view alongside a portfolio news timeline..
- Pair it with EPSMomentum if you still need Money Flow, Backtesting, and News Sentiment.
Adds coverage: Dividends, Calendar, Dividend, and Stock Comparison
Standout features: Simple web-based tracker that shows past, current, and future dividend income for each holding and portfolio, helping long-term investors see exactly what their portfolio is paying them., Dividend & DRIP reinvestment tracking: mark dividends as reinvested and instantly see the impact on portfolio income, yield on cost, and value without maintaining spreadsheets., Comprehensive portfolio calendar that aggregates earnings reports, dividend declarations, ex-dividend dates, and pay dates into a monthly view alongside a portfolio news timeline., and 12‑month forward dividend income prediction with status labels for each payment ("Estimated", "Confirmed", "Paid") so investors can plan upcoming cash flow more precisely.
Similarity score 1628Category overlap: 64%
Shared coverage
ScreenersData VisualizationsPortfolioWatchlistNewsFinancials
Assets: Stocks and ETFs
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Free and Subscription
Why investors switch
- Expands into Calendar, Alerts, and Dividends coverage beyond what EPSMomentum offers.
- Standout features include Company analysis pages built around tables, charts and dashboards; includes watchlists, portfolio views, estimates, filters and news., Global equity coverage marketed as “over 100,000 stocks from around the world”, updated daily., and Stock scoring + valuation workflow: platform highlights “Stock Scoring” and “Valuation Templates”; company page also describes scoring plus “fair price” / “estimated valuation”..
- Pair it with EPSMomentum if you still need Stock Ideas, Money Flow, and Backtesting.
Adds coverage: Calendar, Alerts, Dividends, and Valuation Models
Standout features: Company analysis pages built around tables, charts and dashboards; includes watchlists, portfolio views, estimates, filters and news., Global equity coverage marketed as “over 100,000 stocks from around the world”, updated daily., Stock scoring + valuation workflow: platform highlights “Stock Scoring” and “Valuation Templates”; company page also describes scoring plus “fair price” / “estimated valuation”., and Portfolio tracking with performance + dividends and “notifications for upcoming events”; portfolio entitlements scale by plan (1 portfolio / 20 positions on Pro; unlimited portfolios/positions on Pro+).
Similarity score 1621Category overlap: 47%
Shared coverage
ScreenersStock IdeasData VisualizationsWatchlistBacktestingNews
Assets: Stocks and ETFs
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Free and Subscription
Why investors switch
- Expands into Alerts, Calendar, and Dividends coverage beyond what EPSMomentum offers.
- Standout features include Free advanced stock screener with technical + fundamental filters (dividend, valuation, growth, profitability, health), custom expressions, saved screens, and customizable result views (tables/charts)., Trading Ideas library of pre-configured screens/strategies that can be run and adapted., and Charting with multi-chart layouts, multiple timeframes (including intraday), and save/load chart configurations; supports watchlist-based charting..
- Pair it with EPSMomentum if you still need Money Flow, Portfolio, and News Sentiment.
Adds coverage: Alerts, Calendar, Dividends, and Splits
Standout features: Free advanced stock screener with technical + fundamental filters (dividend, valuation, growth, profitability, health), custom expressions, saved screens, and customizable result views (tables/charts)., Trading Ideas library of pre-configured screens/strategies that can be run and adapted., Charting with multi-chart layouts, multiple timeframes (including intraday), and save/load chart configurations; supports watchlist-based charting., and Full-screen chart mode adds custom indicators (including fundamentals), event markers (earnings/dividends/splits), drawings/annotations, alerts, and a built-in position sizing tool.
Similarity score 1593Category overlap: 43%
Shared coverage
ScreenersData VisualizationsPortfolioWatchlistBacktestingNews
Assets: Stocks
Experience: Beginner, Intermediate, and Advanced
Platforms: Web and Mobile
Pricing: Free and Subscription
Why investors switch
- Expands into Analyst Forecasts, Analyst Price Targets, and Analyst Recommendations coverage beyond what EPSMomentum offers.
- Standout features include Stock screener with over 1,000 parameters, plus prebuilt strategies and optional screener alerts (up to every 15 minutes on premium tiers)., Backtesting at both strategy and stock level, with plan-based limits (from a few hundred to over a thousand annual backtests)., and Consensus estimates platform (“Forecaster”) with historical and real-time views on revenue, EPS, profit, dividends, cash flow, capex, and more..
- Pair it with EPSMomentum if you still need Stock Ideas, Money Flow, and News Sentiment.
Adds coverage: Analyst Forecasts, Analyst Price Targets, Analyst Recommendations, and Options & Derivatives
Standout features: Stock screener with over 1,000 parameters, plus prebuilt strategies and optional screener alerts (up to every 15 minutes on premium tiers)., Backtesting at both strategy and stock level, with plan-based limits (from a few hundred to over a thousand annual backtests)., Consensus estimates platform (“Forecaster”) with historical and real-time views on revenue, EPS, profit, dividends, cash flow, capex, and more., and DVM score (Durability-Valuation-Momentum) available with historical charts and exportable to CSV/XLS.
Similarity score 1573Category overlap: 43%
Shared coverage
ScreenersStock IdeasData VisualizationsPortfolioWatchlistNews
Assets: Stocks
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Free and Subscription
Why investors switch
- Expands into Stock Comparison, Investor Holdings, and Alerts coverage beyond what EPSMomentum offers.
- Standout features include Institutional‑quality fundamental database with S&P Global CapitalIQ–powered financials and Morningstar data on 100,000+ stocks across 92 countries and 136 exchanges, including full statements and ratios for most listed equities., Detailed Financials tab exposing Income Statement, Balance Sheet, Cash Flow and Ratio views with configurable units/decimals and interactive tables, plus the ability to chart rows and compare multiple tickers over up to 20 years of history on Pro., and Global equity screener covering 100,000+ stocks across 92 countries and 136 exchanges, allowing filters by region, industry, financials, ratios, valuation multiples, Wall Street forecasts, growth rates, margins and more, with “Browse All Data” to explore all available criteria..
- Pair it with EPSMomentum if you still need Money Flow, Backtesting, and News Sentiment.
Adds coverage: Stock Comparison, Investor Holdings, Alerts, and Calendar
Standout features: Institutional‑quality fundamental database with S&P Global CapitalIQ–powered financials and Morningstar data on 100,000+ stocks across 92 countries and 136 exchanges, including full statements and ratios for most listed equities., Detailed Financials tab exposing Income Statement, Balance Sheet, Cash Flow and Ratio views with configurable units/decimals and interactive tables, plus the ability to chart rows and compare multiple tickers over up to 20 years of history on Pro., Global equity screener covering 100,000+ stocks across 92 countries and 136 exchanges, allowing filters by region, industry, financials, ratios, valuation multiples, Wall Street forecasts, growth rates, margins and more, with “Browse All Data” to explore all available criteria., and Valuation tooling with extensive forward and trailing multiples (e.g., EV/Sales, EV/EBITDA, P/FCF, P/E, REIT metrics like P/FFO and P/AFFO), historical multiple charts, peer comparisons via a Competitors tab and a Valuation Model Builder (Guided and Advanced) with plan‑based limits on saved models.
#16 Alternative
Similarity score 1550Category overlap: 75%
Shared coverage
ScreenersData VisualizationsWatchlistNewsFinancialsTranscripts
Assets: Stocks
Experience: Intermediate and Advanced
Platforms: Web, API, and Mobile
Pricing: Subscription
Why investors switch
- Expands into Alerts, APIs & SDKs, and Sheets / Excel Add-ins coverage beyond what EPSMomentum offers.
- Standout features include Generative Search: AI-assisted search that delivers fully cited insights (with source documents)., Deep Research: AI agent that autonomously generates research outputs / briefings by synthesizing content., and Monitoring workflow with dashboards, alerts, and a mobile app for tracking insights..
- Pair it with EPSMomentum if you still need Stock Ideas, Money Flow, and Portfolio.
Adds coverage: Alerts, APIs & SDKs, and Sheets / Excel Add-ins
Standout features: Generative Search: AI-assisted search that delivers fully cited insights (with source documents)., Deep Research: AI agent that autonomously generates research outputs / briefings by synthesizing content., Monitoring workflow with dashboards, alerts, and a mobile app for tracking insights., and Content library/packages include broker & independent research, expert transcript library, news, and regulatory content (including SEC filings).
Similarity score 1527Category overlap: 42%
Shared coverage
ScreenersStock IdeasPortfolioWatchlistNewsFinancials
Assets: Stocks and ETFs
Experience: Beginner, Intermediate, and Advanced
Platforms: Web and Mobile
Pricing: Free and Subscription
Why investors switch
- Expands into Alerts, Calendar, and Top Analysts coverage beyond what EPSMomentum offers.
- Standout features include Real-time financial news and market-moving analysis with alerting controls (content + ratings/price + portfolio digests)., Portfolio tracker supports manual lot entry (shares, price, date, transaction type) and downloads/export to Excel (.xlsx)., and Premium/PRO: broker-linked portfolios via Plaid/SnapTrade; holdings can auto-update (daily) with MFA/OTP caveats..
- Pair it with EPSMomentum if you still need Data Visualizations, Money Flow, and Backtesting.
Adds coverage: Alerts, Calendar, Top Analysts, and ETF Screeners
Standout features: Real-time financial news and market-moving analysis with alerting controls (content + ratings/price + portfolio digests)., Portfolio tracker supports manual lot entry (shares, price, date, transaction type) and downloads/export to Excel (.xlsx)., Premium/PRO: broker-linked portfolios via Plaid/SnapTrade; holdings can auto-update (daily) with MFA/OTP caveats., and Symbol-page ratings: Quant Rating + SA Author rating + Wall Street (sell-side) rating, plus factor grades (Value/Growth/Profitability/Momentum/EPS Revisions).
Similarity score 1525Category overlap: 38%
Shared coverage
ScreenersStock IdeasData VisualizationsPortfolioWatchlistNews
Assets: Stocks and ETFs
Experience: Beginner, Intermediate, and Advanced
Platforms: Web and Mobile
Pricing: Free and Subscription
Why investors switch
- Expands into ETF Screeners, Top Analysts, and Stock Comparison coverage beyond what EPSMomentum offers.
- Standout features include Covers 120,000+ global stocks and funds with quotes, news, financials, forecasts, charts, and statistics, aiming to be “the internet’s best source of free stock data and information for regular investors.”, Global coverage for stocks and ETFs, with 100,000+ tradable symbols across major U.S. exchanges (NASDAQ, NYSE, CBOE, OTC Markets) and many international markets; goal is to list every tradable stock in the world., and Individual stock pages combine real-time or delayed prices, key stats, full financial statements (income, balance sheet, cash flow), ratios, KPIs, dividend history, long price history, interactive technical charts, and company profiles..
- Pair it with EPSMomentum if you still need Money Flow, Backtesting, and News Sentiment.
Adds coverage: ETF Screeners, Top Analysts, Stock Comparison, and ETF Comparison
Standout features: Covers 120,000+ global stocks and funds with quotes, news, financials, forecasts, charts, and statistics, aiming to be “the internet’s best source of free stock data and information for regular investors.”, Global coverage for stocks and ETFs, with 100,000+ tradable symbols across major U.S. exchanges (NASDAQ, NYSE, CBOE, OTC Markets) and many international markets; goal is to list every tradable stock in the world., Individual stock pages combine real-time or delayed prices, key stats, full financial statements (income, balance sheet, cash flow), ratios, KPIs, dividend history, long price history, interactive technical charts, and company profiles., and Three real-time screeners (stocks, ETFs, IPOs) with 200+ indicators and filters, including country, exchange, sector, industry, index membership, dates (e.g., IPO date, ex‑dividend), and performance/valuation metrics; results update live as filters change.
Similarity score 1507Category overlap: 47%
Shared coverage
ScreenersStock IdeasData VisualizationsPortfolioWatchlistNews
Assets: Stocks and ETFs
Experience: Beginner, Intermediate, and Advanced
Platforms: Web and Mobile
Pricing: Free and Subscription
Why investors switch
- Expands into Alerts, Calendar, and ESG Ratings coverage beyond what EPSMomentum offers.
- Standout features include Market news + quotes with broad coverage across equities, ETFs, commodities, currencies/forex and cryptocurrencies., Custom watchlists ("My lists") with real-time quotes, news, earnings releases, valuation trends, broker recommendations, and smart email alerts., and Stock Screener with 650+ fundamental and technical criteria; includes filters for dividends, analyst consensus/revisions, technical indicators, and ESG..
- Pair it with EPSMomentum if you still need Money Flow, Backtesting, and News Sentiment.
Adds coverage: Alerts, Calendar, ESG Ratings, and Insider Data
Standout features: Market news + quotes with broad coverage across equities, ETFs, commodities, currencies/forex and cryptocurrencies., Custom watchlists ("My lists") with real-time quotes, news, earnings releases, valuation trends, broker recommendations, and smart email alerts., Stock Screener with 650+ fundamental and technical criteria; includes filters for dividends, analyst consensus/revisions, technical indicators, and ESG., and Dynamic Chart with configurable technical indicators and quick switching between stocks and personal lists; technical indicators available on 30,000+ listed stocks.
Similarity score 1496Category overlap: 50%
Shared coverage
ScreenersPortfolioWatchlistNewsNews SentimentTranscripts
Assets: Stocks and ETFs
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Free and Subscription
Why investors switch
- Expands into Alerts, Calendar, and Improved Filings coverage beyond what EPSMomentum offers.
- Standout features include Finder (NLQ): type ideas like “undervalued tech with insider buying” or “Nancy Pelosi portfolio”; Fey turns this into an editable screen in ~2s (“Like ChatGPT meets Bloomberg”)., Earnings ‘at the speed of now’: instant press releases with **AI‑generated summaries** (~0.8s), live calls in‑app, transcripts and transcript summaries., and Filings ‘Analyze’: **on‑demand AI summaries** of 10‑K/10‑Q with structured sections (revenue, strengths, challenges, risks) to read filings in ~2 minutes..
- Pair it with EPSMomentum if you still need Stock Ideas, Data Visualizations, and Money Flow.
Adds coverage: Alerts, Calendar, Improved Filings, and Analyst Forecasts
Standout features: Finder (NLQ): type ideas like “undervalued tech with insider buying” or “Nancy Pelosi portfolio”; Fey turns this into an editable screen in ~2s (“Like ChatGPT meets Bloomberg”)., Earnings ‘at the speed of now’: instant press releases with **AI‑generated summaries** (~0.8s), live calls in‑app, transcripts and transcript summaries., Filings ‘Analyze’: **on‑demand AI summaries** of 10‑K/10‑Q with structured sections (revenue, strengths, challenges, risks) to read filings in ~2 minutes., and Portfolio ‘Analyze with AI’ (one click): benchmarks holdings, highlights **factor tilts** driving returns, flags strengths/risks, scans for **mis‑pricings** (forecasts, price targets, valuation spreads), and prioritizes headlines that could actually move your P&L.
Coverage Snapshot
Where alternatives already align
Most shared categories across the top matches.
Screeners×20Financials×19News×19Watchlist×19Data Visualizations×17Portfolio×17Stock Ideas×14Transcripts×13
New angles introduced
Categories the alternatives add beyond EPSMomentum.
Alerts+17Calendar+17Analyst Forecasts+14Analyst Price Targets+14Analyst Recommendations+13Dividends+12Blogs+9Stock Comparison+9
Access & Pricing
Free options
18/20
18 of 20 alternatives keep a free tier for trials.
Mobile ready
12/20
12 matches support mobile alongside EPSMomentum.
API availability
5/20
5 of the shortlisted tools expose API endpoints for automation-heavy workflows.
Quality checks
13 starred / 17 tested
13 tools are flagged as analyst picks; 17 have been hands-on tested.
Avg. coverage overlap
51%
Average percentage of categories shared with the base tool.
Frequently Asked Questions
What are the best alternatives to EPSMomentum?
EPSMomentum users most often consider GuruFocus, Fiscal.ai, and Investing.com as their go-to alternatives.
Which alternatives keep a free tier?
GuruFocus, Fiscal.ai, Investing.com, TipRanks, Stock Rover, Value Sense, Simply Wall St, Koyfin, Portfolio123, Dividend Watch, Tweenvest, ChartMill, Trendlyne, TIKR, Seeking Alpha, Stock Analysis, MarketScreener, and Fey offer a free plan or trial option, making them easy to test before committing to a paid subscription.
Which workflows do the top EPSMomentum alternatives cover?
Expect deep coverage across AI, AI Chat, AI Report, Backtesting, Custom Dashboards, Data Visualizations, Education, Financials, Market Sentiment, News, News Sentiment, Portfolio, Scores, Screeners, Short Interest, Stock Ideas, Transcripts, Videos, and Watchlist, so you can port most EPSMomentum workflows without much friction.
Where does EPSMomentum still stand out?
EPSMomentum remains the go-to for Money Flow and Dark Pool & Off-Exchange, which the current alternatives do not fully replicate.
Information
About Me
Hey! Thanks for stopping by. I'm an independent investor with a soft spot for coding and the stock market - especially value investing (as you can probably tell from the tools I've collected here, haha). Hopefully you'll find something useful or interesting along the way.
Find me here:
- Twitter / X: @Jera_Value
- Substack: Jera Value
Got questions or suggestions? I'm all ears!
Missing a Tool?
Discovered a gem I don't have here yet? Drop the link below and I'll check it out ASAP. Tagging me on X works too! Can't wait to see what you've found!
OR
Got ideas for new features?
Suggest on XStarred Tools
These are my top picks. Tools I've tested thoroughly and found to be excellent. They do their job really well, and I use them a lot. If you're not already familiar with them, I highly recommend checking them out.
Tested Tools
These are tools I've tried and found to be solid, but not standout. Think of them as passing an initial quality screen: worth exploring, though not all will be exceptional.
Curation & Accuracy
This directory blends AI‑assisted discovery with human curation. Entries are reviewed, edited, and organized with the goal of expanding coverage and sharpening quality over time. Your feedback helps steer improvements (because no single human can capture everything all at once).
Details change. Pricing, features, and availability may be incomplete or out of date. Treat listings as a starting point and verify on the provider’s site before making decisions. If you spot an error or a gap, send a quick note and I’ll adjust.