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
★ A CURATED DIRECTORY OF FINANCIAL TOOLS ★
PRICE: 5 CENTS
Friday, December 19, 2025
Programmatic picks
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.
View free alternativesQuick takeaways
Free tiers remain available through GuruFocus, Koyfin, Fiscal.ai, Stock Rover, ValueSense, Simply Wall St, Seeking Alpha, TradingView, Portfolio123, Dividend Watch, Trendlyne, TIKR, FINVIZ, Stock Analysis, TipRanks, OpenBB, Fey, Tweenvest, and Earnings Whispers for side-by-side testing.
Round out your stack with new coverage areas like Stock Comparison, Investor Holdings, US Government Trades, and Alerts.
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 2093Category overlap: 57%
Shared coverage
ScreenersData VisualizationsMoney FlowPortfolioWatchlistBacktesting
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 Alerts coverage beyond what EPSMomentum offers.
- Standout features include Global multi‑asset data terminal covering equities, ETFs, mutual funds, indices, government bond yields, FX, commodities, cryptocurrencies, news, transcripts and global economics in one interface, with financials, margins, consensus estimates and valuation ratios for all global stocks., Combination of live, 15‑minute delayed and end‑of‑day pricing: live/15‑minute delayed US equities & ETFs, 15‑minute delayed Canadian equities, end‑of‑day prices for other equity markets, live FX for ~60 pairs and bitcoin, plus live bond yields for 45 countries and yield curves for 20 countries., and Customizable watchlists, dashboards and macro dashboards with table views, historical graphs and scatter charts so you can monitor price, valuation, technicals, news and macro series in a single workspace..
- Pair it with EPSMomentum if you still need Stock Ideas, News Sentiment, and Market Sentiment.
Adds coverage: ETF Screeners, Stock Comparison, Alerts, and Calendar
Standout features: Global multi‑asset data terminal covering equities, ETFs, mutual funds, indices, government bond yields, FX, commodities, cryptocurrencies, news, transcripts and global economics in one interface, with financials, margins, consensus estimates and valuation ratios for all global stocks., Combination of live, 15‑minute delayed and end‑of‑day pricing: live/15‑minute delayed US equities & ETFs, 15‑minute delayed Canadian equities, end‑of‑day prices for other equity markets, live FX for ~60 pairs and bitcoin, plus live bond yields for 45 countries and yield curves for 20 countries., Customizable watchlists, dashboards and macro dashboards with table views, historical graphs and scatter charts so you can monitor price, valuation, technicals, news and macro series in a single workspace., and Equity, ETF and mutual fund screeners with thousands of filter criteria, percentile ranks, description search operators and saved “My Screens” views for repeatable idea generation.
Similarity score 1945Category overlap: 52%
Shared coverage
ScreenersData VisualizationsPortfolioWatchlistNewsFinancials
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 stats, and fundamental charting for 100,000+ global stocks, ETFs, and funds., Deep fundamental coverage: 10–20+ years of annual and 6–40+ quarters of quarterly financials by plan, with ratios, common-size statements, and adjusted metrics., and Rich segment & KPI database across ~2,300 large-cap names, including company-specific business KPIs that are hard to aggregate manually..
- Pair it with EPSMomentum if you still need Stock Ideas, Money Flow, and Backtesting.
Adds coverage: Stock Comparison, Investor Holdings, ETF Overview, and ETF Performance
Standout features: Modern web-based research terminal with dashboards, customizable watchlists, portfolio stats, and fundamental charting for 100,000+ global stocks, ETFs, and funds., Deep fundamental coverage: 10–20+ years of annual and 6–40+ quarters of quarterly financials by plan, with ratios, common-size statements, and adjusted metrics., Rich segment & KPI database across ~2,300 large-cap names, including company-specific business KPIs that are hard to aggregate manually., and AI Copilot for conversational research, capable of summarizing earnings, screening for ideas, comparing peers, and explaining drivers with citations back to sources.
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 1756Category overlap: 56%
Shared coverage
ScreenersStock IdeasData VisualizationsMoney FlowWatchlistBacktesting
Assets: Stocks and ETFs
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Free and Subscription
Why investors switch
- Expands into Quant, Calendar, and Valuation Models coverage beyond what EPSMomentum offers.
- Standout features include Intrinsic value suite: DCF, Reverse DCF, Earnings Power Value (EPV), Peter Lynch fair value, and relative value calculators., AI-powered earnings overviews that summarize transcripts into structured highlights/visuals., and Global stock screener with 60+ presets, country & exchange filters, heatmap/scatter visualizations, and a backtesting comparison vs S&P 500..
- Pair it with EPSMomentum if you still need Portfolio, News Sentiment, and Market Sentiment.
Adds coverage: Quant, Calendar, Valuation Models, and Insider Data
Standout features: Intrinsic value suite: DCF, Reverse DCF, Earnings Power Value (EPV), Peter Lynch fair value, and relative value calculators., AI-powered earnings overviews that summarize transcripts into structured highlights/visuals., Global stock screener with 60+ presets, country & exchange filters, heatmap/scatter visualizations, and a backtesting comparison vs S&P 500., and Smart Money Analysis: institutional (13F) and insider transaction tracking, plus options sentiment indicators.
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, Stock Comparison, and Alerts coverage beyond what EPSMomentum offers.
- Standout features include Quant Ratings for stocks with five Factor Grades (Value, Growth, Profitability, Momentum, EPS Revisions), plus ETF Factor Grades (Momentum, Expenses, Dividends, Risk, Liquidity)., Stock and ETF screeners with ratings, grades, and advanced filters. Premium members can save screens for reuse., and Side-by-side comparison of up to 20 stocks, with export to Excel or PDF..
- Pair it with EPSMomentum if you still need Stock Ideas, Money Flow, and Backtesting.
Adds coverage: ETF Screeners, Stock Comparison, Alerts, and Calendar
Standout features: Quant Ratings for stocks with five Factor Grades (Value, Growth, Profitability, Momentum, EPS Revisions), plus ETF Factor Grades (Momentum, Expenses, Dividends, Risk, Liquidity)., Stock and ETF screeners with ratings, grades, and advanced filters. Premium members can save screens for reuse., Side-by-side comparison of up to 20 stocks, with export to Excel or PDF., and Portfolio tools with custom views, health scores, and Excel export. Premium users can link brokers for daily auto-sync through Plaid or SnapTrade.
Similarity score 1667Category overlap: 43%
Shared coverage
ScreenersData VisualizationsPortfolioWatchlistBacktestingNews
Assets: Stocks and ETFs
Experience: Beginner, Intermediate, and Advanced
Platforms: Web and Mobile
Pricing: Free and Subscription
Why investors switch
- Expands into ETF Screeners, Options & Derivatives, and Quant coverage beyond what EPSMomentum offers.
- Standout features include Advanced multi‑asset charting with 20+ chart types, minute‑ and second‑level history, 400+ built‑in indicators, 100K+ community indicators, and 110+ smart drawing tools across web, desktop, and mobile., Comprehensive technical toolset including volume profile and footprint, candlestick pattern recognition, auto chart patterns, Seasonals, and intraday charts based on custom spread formulas., and Cloud‑based alerts for prices, indicators, strategies, drawings, and watchlists, with multi‑condition logic, second‑based triggers, and delivery via browser pop‑ups, email, TradingView apps, and webhooks..
- Pair it with EPSMomentum if you still need Stock Ideas, Money Flow, and News Sentiment.
Adds coverage: ETF Screeners, Options & Derivatives, Quant, and Paper Trading
Standout features: Advanced multi‑asset charting with 20+ chart types, minute‑ and second‑level history, 400+ built‑in indicators, 100K+ community indicators, and 110+ smart drawing tools across web, desktop, and mobile., Comprehensive technical toolset including volume profile and footprint, candlestick pattern recognition, auto chart patterns, Seasonals, and intraday charts based on custom spread formulas., Cloud‑based alerts for prices, indicators, strategies, drawings, and watchlists, with multi‑condition logic, second‑based triggers, and delivery via browser pop‑ups, email, TradingView apps, and webhooks., and Global multi‑asset screeners (stocks, ETFs, bonds, crypto coins, CEX and DEX pairs) with 400+ filter fields, multiple timeframes, auto‑refresh, and data export for external analysis.
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 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.
Similarity score 1525Category overlap: 53%
Shared coverage
ScreenersData VisualizationsPortfolioWatchlistBacktestingNews
Assets: Stocks and ETFs
Experience: Beginner, Intermediate, and Advanced
Platforms: Web and API
Pricing: Free and Subscription
Why investors switch
- Expands into Alerts, Data APIs, and ETF Overview coverage beyond what EPSMomentum offers.
- Standout features include Coverage focused on U.S. equities (NYSE, Nasdaq, Amex). Free data delayed 15–20 minutes; Elite adds real-time plus pre- and after-hours trading sessions., Stock screener supports both fundamental and technical filters. Elite expands functionality with 20+ additional filters and raises saved presets from 50 to 200., and Visualization tools include Heat Maps and Groups, with real-time updates for Elite users..
- Pair it with EPSMomentum if you still need Stock Ideas, Money Flow, and News Sentiment.
Adds coverage: Alerts, Data APIs, ETF Overview, and ETF Holdings
Standout features: Coverage focused on U.S. equities (NYSE, Nasdaq, Amex). Free data delayed 15–20 minutes; Elite adds real-time plus pre- and after-hours trading sessions., Stock screener supports both fundamental and technical filters. Elite expands functionality with 20+ additional filters and raises saved presets from 50 to 200., Visualization tools include Heat Maps and Groups, with real-time updates for Elite users., and Portfolio and watchlist management with email and push alerts for price changes, news, ratings, insider activity, and SEC filings. Elite increases limits to 100 portfolios and 500 tickers per portfolio.
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 1525Category overlap: 38%
Shared coverage
ScreenersStock IdeasPortfolioWatchlistNewsNews Sentiment
Assets: Stocks and ETFs
Experience: Beginner, Intermediate, and Advanced
Platforms: Web and Mobile
Pricing: Free and Subscription
Why investors switch
- Expands into Top Analysts, ETF Screeners, and Analyst Forecasts coverage beyond what EPSMomentum offers.
- Standout features include Analyst coverage includes forecasts, price targets, recommendations, and Top Analysts leaderboards., Smart Score: a proprietary 1–10 multi-factor equity rating system., and Tracks insider transactions and hedge fund activity, with manager rankings based on filings..
- Pair it with EPSMomentum if you still need Data Visualizations, Money Flow, and Backtesting.
Adds coverage: Top Analysts, ETF Screeners, Analyst Forecasts, and Analyst Recommendations
Standout features: Analyst coverage includes forecasts, price targets, recommendations, and Top Analysts leaderboards., Smart Score: a proprietary 1–10 multi-factor equity rating system., Tracks insider transactions and hedge fund activity, with manager rankings based on filings., and Stock and ETF screeners, technical analysis filters, and stock/ETF comparison tools.
Similarity score 1497Category overlap: 38%
Shared coverage
Data VisualizationsNewsDark Pool & Off-ExchangeFinancialsTranscriptsAI
Assets: Stocks and ETFs
Experience: Beginner, Intermediate, and Advanced
Platforms: Web and API
Pricing: Free and Subscription
Why investors switch
- Expands into APIs & SDKs, Sheets / Excel Add-ins, and Data APIs coverage beyond what EPSMomentum offers.
- Standout features include REST API and Python client with JSON-serializable endpoints; local API deployment supported., Wide coverage across equities, ETFs, options, fixed income, macroeconomics, news, transcripts, and regulatory filings., and Command-line interface (successor to the legacy OpenBB Terminal) plus Python workflows..
- Pair it with EPSMomentum if you still need Screeners, Stock Ideas, and Money Flow.
Adds coverage: APIs & SDKs, Sheets / Excel Add-ins, Data APIs, and IPO
Standout features: REST API and Python client with JSON-serializable endpoints; local API deployment supported., Wide coverage across equities, ETFs, options, fixed income, macroeconomics, news, transcripts, and regulatory filings., Command-line interface (successor to the legacy OpenBB Terminal) plus Python workflows., and Workspace dashboards and apps with customizable widgets; unlimited dashboards on the Community tier.
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.
Similarity score 1489Category overlap: 67%
Shared coverage
ScreenersPortfolioWatchlistNewsFinancialsScores
Assets: Stocks and ETFs
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Free and Subscription
Why investors switch
- Expands into Valuation Models, Calendar, and Dividends coverage beyond what EPSMomentum offers.
- Standout features include Global equity database covering more than 100,000 stocks, refreshed daily., Powerful stock screener, with unlimited screening and custom lists available on the Unlimited tier., and Company dashboards with financial tables, charts, and strategy lenses across Quality, Growth, Dividend, Value, and Momentum..
- Pair it with EPSMomentum if you still need Stock Ideas, Data Visualizations, and Money Flow.
Adds coverage: Valuation Models, Calendar, Dividends, and Analyst Forecasts
Standout features: Global equity database covering more than 100,000 stocks, refreshed daily., Powerful stock screener, with unlimited screening and custom lists available on the Unlimited tier., Company dashboards with financial tables, charts, and strategy lenses across Quality, Growth, Dividend, Value, and Momentum., and Portfolio tracking with performance metrics, dividend forecasts, and event notifications. Pro includes one portfolio of up to 20 positions; Pro+ expands to unlimited portfolios and ETFs; dividend calendars are included at Pro+ and above.
Similarity score 1481Category overlap: 67%
Shared coverage
ScreenersStock IdeasData VisualizationsWatchlistNewsMarket Sentiment
Assets: Stocks and ETFs
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Free and Subscription
Why investors switch
- Expands into Calendar, Options & Derivatives, and Management Guidance coverage beyond what EPSMomentum offers.
- Standout features include Detailed earnings calendar with implied volatility, average price move data, sentiment heat maps, and multi-view charts., The Whisper Report®: weekly macro, technical, and company-level analysis published ahead of earnings., and Earnings Whisper Grade, a proprietary A+ to F rating that estimates the likelihood of post-earnings drift (PEAD) over 91 days..
- Pair it with EPSMomentum if you still need Money Flow, Portfolio, and Backtesting.
Adds coverage: Calendar, Options & Derivatives, Management Guidance, and Newsletters
Standout features: Detailed earnings calendar with implied volatility, average price move data, sentiment heat maps, and multi-view charts., The Whisper Report®: weekly macro, technical, and company-level analysis published ahead of earnings., Earnings Whisper Grade, a proprietary A+ to F rating that estimates the likelihood of post-earnings drift (PEAD) over 91 days., and Investor tools include an Earnings Screener, Guidance and Reaction pages, and a Short Report with a focus on short interest.
Coverage Snapshot
Where alternatives already align
Most shared categories across the top matches.
News×19Screeners×19Watchlist×18Data Visualizations×17Financials×17Portfolio×17Education×11Transcripts×11
New angles introduced
Categories the alternatives add beyond EPSMomentum.
Calendar+16Alerts+13Dividends+13Analyst Forecasts+12Analyst Price Targets+12Analyst Recommendations+10Blogs+10ETF Overview+10
Access & Pricing
Free options
19/20
19 of 20 alternatives keep a free tier for trials.
Mobile ready
10/20
10 matches support mobile alongside EPSMomentum.
API availability
5/20
5 of the shortlisted tools expose API endpoints for automation-heavy workflows.
Quality checks
15 starred / 17 tested
15 tools are flagged as analyst picks; 17 have been hands-on tested.
Avg. coverage overlap
50%
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, Koyfin, and Fiscal.ai as their go-to alternatives.
Which alternatives keep a free tier?
GuruFocus, Koyfin, Fiscal.ai, Stock Rover, ValueSense, Simply Wall St, Seeking Alpha, TradingView, Portfolio123, Dividend Watch, Trendlyne, TIKR, FINVIZ, Stock Analysis, TipRanks, OpenBB, Fey, Tweenvest, and Earnings Whispers 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, Dark Pool & Off-Exchange, Data Visualizations, Education, Financials, Market Sentiment, Money Flow, News, News Sentiment, Portfolio, Scores, Screeners, Short Interest, Stock Ideas, Transcripts, Videos, and Watchlist, so you can port most EPSMomentum workflows without much friction.
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!
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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.