Alternatives to Ticker Notes

Why investors switch

• GuruFocus adds mobile access for on-the-go monitoring.
• Expands into Screeners, Stock Ideas, and Stock Comparison coverage beyond what Ticker Notes 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 Ticker Notes if you still need Notes & Highlights.

Adds coverage: Screeners, Stock Ideas, Stock Comparison, and Data Visualizations

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.

Why investors switch

• Quartr adds mobile access for on-the-go monitoring.
• Expands into Financials, Transcripts, and Analyst Forecasts coverage beyond what Ticker Notes offers.
• Standout features include Global coverage of investor relations material from over 13,000 public companies across 27 markets, including live and recorded earnings calls, real-time and historical transcripts, filings and reports (e.g., 10-K/10-Q), and high-resolution slide presentations that are fully searchable., Free iOS and Android mobile app for live and recorded earnings calls, real-time searchable transcripts (including offline downloads), analyst consensus estimates, valuation multiples, and revenue segment splits, with no paywall for core qualitative research features., and Personal watchlists and dashboards with real-time updates, tailored earnings calendars, keyword alerts, and notifications when companies, products, or competitors are mentioned or when earnings calls go live; calendars can sync to Outlook, Apple, Google, and other personal calendars..
• Pair it with Ticker Notes if you still need Forums.

Adds coverage: Financials, Transcripts, Analyst Forecasts, and Calendar

Standout features: Global coverage of investor relations material from over 13,000 public companies across 27 markets, including live and recorded earnings calls, real-time and historical transcripts, filings and reports (e.g., 10-K/10-Q), and high-resolution slide presentations that are fully searchable., Free iOS and Android mobile app for live and recorded earnings calls, real-time searchable transcripts (including offline downloads), analyst consensus estimates, valuation multiples, and revenue segment splits, with no paywall for core qualitative research features., Personal watchlists and dashboards with real-time updates, tailored earnings calendars, keyword alerts, and notifications when companies, products, or competitors are mentioned or when earnings calls go live; calendars can sync to Outlook, Apple, Google, and other personal calendars., and Quartr Pro is a desktop/web research platform used by hedge funds, asset managers, equity research and IR teams to search across all transcripts, filings, reports and slides at once, track narrative shifts, and conduct qualitative public-market research with significantly reduced manual document work.

Why investors switch

• CEO.CA adds mobile access for on-the-go monitoring.
• Expands into Order Book / Level II, News, and Alerts coverage beyond what Ticker Notes offers.
• Standout features include Interactive Level II (Market by Price / Market by Order) with animated bids/asks & color-coded recency., House positions (daily & historical) and ATS depth (15-min delayed)., and SEDI insider-filings feed & dashboard for Canadian issuers..
• Pair it with Ticker Notes if you still need Notes & Highlights.

Adds coverage: Order Book / Level II, News, Alerts, and Insider Data

Standout features: Interactive Level II (Market by Price / Market by Order) with animated bids/asks & color-coded recency., House positions (daily & historical) and ATS depth (15-min delayed)., SEDI insider-filings feed & dashboard for Canadian issuers., and Real-time newsroom plus personalized ‘My Feed’.

Why investors switch

• Standout features include Dedicated to discussions on Indian mid- and small-cap companies, with long-running community threads., Invitation-only membership with manual vetting and KYC fields; browsing and reading are open without registration., and Community rules highlight civility, thoughtful contributions, and keeping threads clean and organized..
• Pair it with Ticker Notes if you still need Notes & Highlights.

Standout features: Dedicated to discussions on Indian mid- and small-cap companies, with long-running community threads., Invitation-only membership with manual vetting and KYC fields; browsing and reading are open without registration., Community rules highlight civility, thoughtful contributions, and keeping threads clean and organized., and Structured categories covering Stock Opportunities, Portfolio Q&A, Understanding Macros, International Opportunities, Quant Strategies, and a ValuePickr Stock Screener discussion space.

Why investors switch

• Expands into Checklist and Data Visualizations coverage beyond what Ticker Notes offers.
• Standout features include Pricing: Journalytic is in an open beta period and is currently completely free (a future freemium model is mentioned)., Investment journaling tool designed to record thoughts, track decisions, and surface feedback/blindspots in the investing process., and Create “ideas” by referencing an asset with “$” in an entry; includes a stock database and supports custom ideas (real estate, private equity/VC, crypto), including manual custom-idea price updates..
• Pair it with Ticker Notes if you still need Forums.

Adds coverage: Checklist and Data Visualizations

Standout features: Pricing: Journalytic is in an open beta period and is currently completely free (a future freemium model is mentioned)., Investment journaling tool designed to record thoughts, track decisions, and surface feedback/blindspots in the investing process., Create “ideas” by referencing an asset with “$” in an entry; includes a stock database and supports custom ideas (real estate, private equity/VC, crypto), including manual custom-idea price updates., and Journal Actions to add structure: record decisions, run checklists (including a checklist library + custom checklists), create self-contracts, make probabilistic predictions, and capture feelings.

Why investors switch

• Expands into Screeners, Stock Ideas, and Improved Filings coverage beyond what Ticker Notes offers.
• Standout features include Specialized web platform for working with SEC filings and earnings transcripts, marketed as making “financial research easier” for thousands of subscribers including major investment banks and buy-side firms., Covers all SEC filings submitted electronically via EDGAR from 1994 onward in their original, unmodified form, with new filings typically processed within a minute or two of being filed (and by end of day for confidential filings that later become public). Browsing filings does not require a subscription, but premium features are limited to active subscribers., and All-company screening tools let you instantly search across millions of documents for any term, using filters like industry, market cap, document type and Watch List, plus advanced operators (exact phrases, boolean logic, proximity / distance between words) and email alerts for new matches..
• Pair it with Ticker Notes if you still need Forums.

Adds coverage: Screeners, Stock Ideas, Improved Filings, and Diff View

Standout features: Specialized web platform for working with SEC filings and earnings transcripts, marketed as making “financial research easier” for thousands of subscribers including major investment banks and buy-side firms., Covers all SEC filings submitted electronically via EDGAR from 1994 onward in their original, unmodified form, with new filings typically processed within a minute or two of being filed (and by end of day for confidential filings that later become public). Browsing filings does not require a subscription, but premium features are limited to active subscribers., All-company screening tools let you instantly search across millions of documents for any term, using filters like industry, market cap, document type and Watch List, plus advanced operators (exact phrases, boolean logic, proximity / distance between words) and email alerts for new matches., and Company-level Document Search shows every mention of a term across a single issuer’s filings and transcripts, with result categorization and an “intuitive workflow” for jumping straight from search hits to the underlying documents without manual Ctrl+F scans.

Why investors switch

• Expands into Blogs coverage beyond what Ticker Notes offers.
• Standout features include Public discussion boards focused on Berkshire Hathaway, Fairfax Financial, general investing, books, and broader market conversations., Members-only sections covering investment ideas, personal finance, strategies, real estate, wealth management, events, and more., and One-time lifetime membership fee of $49.99 USD, available through the site’s shop..
• Pair it with Ticker Notes if you still need Notes & Highlights.

Adds coverage: Blogs

Standout features: Public discussion boards focused on Berkshire Hathaway, Fairfax Financial, general investing, books, and broader market conversations., Members-only sections covering investment ideas, personal finance, strategies, real estate, wealth management, events, and more., One-time lifetime membership fee of $49.99 USD, available through the site’s shop., and Private Members Room (also known as the COBF Zoom Room) reserved for paid members.

Why investors switch

• getquin adds mobile access for on-the-go monitoring.
• Expands into Portfolio, Watchlist, and Investor Holdings coverage beyond what Ticker Notes offers.
• Standout features include Real-time portfolio and net-worth tracker that aggregates investments, bank accounts and other assets into a single view, with portfolio performance and breakdowns across assets, brokers and wallets., Supports tracking of many asset classes in one dashboard, including stocks, ETFs, funds, DeFi investments, real estate, angel investments, luxury collectibles, art, commodities and other alternative assets., and Lets users link brokerage and bank accounts via secure API/open-banking connections, while also supporting manual asset entry and PDF-based imports for some brokers such as Trade Republic..
• Pair it with Ticker Notes if you still need Notes & Highlights.

Adds coverage: Portfolio, Watchlist, Investor Holdings, and Stock Ideas

Standout features: Real-time portfolio and net-worth tracker that aggregates investments, bank accounts and other assets into a single view, with portfolio performance and breakdowns across assets, brokers and wallets., Supports tracking of many asset classes in one dashboard, including stocks, ETFs, funds, DeFi investments, real estate, angel investments, luxury collectibles, art, commodities and other alternative assets., Lets users link brokerage and bank accounts via secure API/open-banking connections, while also supporting manual asset entry and PDF-based imports for some brokers such as Trade Republic., and Built-in dividend tracker and calendar that shows cumulative payouts, forward dividend forecasts, year-on-year growth rates and dividend yield, plus a personal dividend calendar within the portfolio.

Why investors switch

• Expands into Stock Ideas, Newsletters, and Blogs coverage beyond what Ticker Notes offers.
• Standout features include Research blog focused on event-driven trades and low-risk arbitrage opportunities with short-term catalysts., Idea library: "currently actionable" cases are restricted to members; previous opportunities are publicly viewable., and Posts typically include key fields (e.g., current price, target price/upside, expected timeline) plus a comments section for discussion..
• Pair it with Ticker Notes if you still need Notes & Highlights.

Adds coverage: Stock Ideas, Newsletters, Blogs, and Playbooks & Case Studies

Standout features: Research blog focused on event-driven trades and low-risk arbitrage opportunities with short-term catalysts., Idea library: "currently actionable" cases are restricted to members; previous opportunities are publicly viewable., Posts typically include key fields (e.g., current price, target price/upside, expected timeline) plus a comments section for discussion., and Paid membership provides "Full Access to SSI", "High Conviction Ideas", and "Active Discussions & Updates" (monthly or annual billing; payments managed by Stripe).

Why investors switch

• Expands into Stock Ideas coverage beyond what Ticker Notes offers.
• Standout features include Highly selective membership: applicants must submit a current idea to be considered; only a few hundred active members at any time., Members are required to post at least two ideas per year (up to six) and rate 20 ideas annually to maintain access., and Each idea has its own discussion thread, with members able to mark certain comments as private (visible to members only)..
• Pair it with Ticker Notes if you still need Notes & Highlights.

Adds coverage: Stock Ideas

Standout features: Highly selective membership: applicants must submit a current idea to be considered; only a few hundred active members at any time., Members are required to post at least two ideas per year (up to six) and rate 20 ideas annually to maintain access., Each idea has its own discussion thread, with members able to mark certain comments as private (visible to members only)., and Guest users can browse delayed content: free signup grants access to 45-day-old ideas, while non-logged visitors see ideas after 90 days.

Why investors switch

• Expands into Education, Playbooks & Case Studies, and Newsletters coverage beyond what Ticker Notes offers.
• Standout features include Chronological index of letters grouped by year and quarter (2016→present in the wiki)., Publicly readable wiki page with edit permissions restricted to approved users/moderators., and ‘Others’ section pointing to classic collections (e.g., Austin Value, Nomad Partnership, Peter Lynch)..
• Pair it with Ticker Notes if you still need Notes & Highlights.

Adds coverage: Education, Playbooks & Case Studies, and Newsletters

Standout features: Chronological index of letters grouped by year and quarter (2016→present in the wiki)., Publicly readable wiki page with edit permissions restricted to approved users/moderators., ‘Others’ section pointing to classic collections (e.g., Austin Value, Nomad Partnership, Peter Lynch)., and Direct outbound links to the letters on manager sites; useful for primary-source research.

Why investors switch

• Expands into Stock Ideas, Market Sentiment, and AI coverage beyond what Ticker Notes offers.
• Standout features include AI Catalyst Finder scans filings, transcripts, and other documents to surface potential catalysts in public-company situations., Buyside discussion area with differentiated views and thousands of investor comments., and Predictions marketplace where users forecast outcomes and track sentiment on upcoming earnings events..
• Pair it with Ticker Notes if you still need Notes & Highlights.

Adds coverage: Stock Ideas, Market Sentiment, and AI

Standout features: AI Catalyst Finder scans filings, transcripts, and other documents to surface potential catalysts in public-company situations., Buyside discussion area with differentiated views and thousands of investor comments., Predictions marketplace where users forecast outcomes and track sentiment on upcoming earnings events., and Structured prediction markets focused on company-specific outcomes and event-driven scenarios.