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Promo codes for stock screeners, stock analysis platforms, portfolio trackers, and investment research tools. Every coupon on this page links back to its tool profile, pricing notes, and alternatives, so you can compare each offer against the whole field before you subscribe.

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Disclosure: some links on this page are affiliate, sponsored, or partner links, and each coupon is labeled accordingly. Redeeming one supports Find My Moat at no extra cost to you. Commercial relationships never change how tools are ranked or reviewed.

★ Current deals ★

Offers are checked against the tool's pricing page before listing. Last verified Aug 2026.

Investing.comFree • From $13.99/mo

Affiliate link

55% off InvestingPro and InvestingPro+, plus an additional 15% through Find My Moat

Investing.com is a global market portal for investors who want quotes, charts, financial news, an economic calendar, watchlists, alerts, portfolio tracking, screeners, and mobile market monitoring in one place. The free site is strongest as a broad market dashboard, while InvestingPro adds the paid research layer with AI tools, stock ideas, fair value estimates, Health Scores, ProTips, and deeper fundamentals.

CodeEnds September 1, 2026
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OpenBBFree • From $500/yr

50% off OpenBB Lite through August 31, 2026

OpenBB combines an open-source financial data layer with a hosted Workspace for dashboards, AI research, custom agents, and team workflows. It is best for analysts, quants, developers, and firms that want to connect their own market data, internal datasets, provider API keys, widgets, MCP tools, and AI workflows instead of buying a closed terminal. Community access is useful for individuals; Lite adds a self-hosted collaboration tier without Excel or Copilot, while Pro adds the broader enterprise feature and deployment set. OpenBB does not provide production market data itself; it orchestrates connectors, your data, and your vendor access.

Ends September 1, 2026
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FlowAlgoFrom $99/mo

Two weeks of FlowAlgo for $37

FlowAlgo is an options-flow and dark-pool monitoring platform for traders who want a focused tape of unusual options activity, sweeps, block trades, equity blocks, dark-pool prints, alerts, and historical flow. It is strongest when the research question is what large or unusual traders may be doing right now, not when you need a broker, fundamentals terminal, options backtester, or portfolio system. The pricing decision matters: there is no free tier, the trial is paid, and flow signals still require interpretation because order flow does not prove intent, direction, or profitability.

Ends December 31, 2026
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Alpha SpreadFree • From $144/yr

30% off for students and teachers

Alpha Spread is a value-investing research platform for investors who want quick intrinsic value estimates, DCF and relative valuation, stock reports, screeners, watchlists, alerts, analyst forecasts, and AI-assisted company questions. It is strongest for first-pass fair-value research, but free usage is metered weekly and automated valuation outputs should be reviewed as assumptions, not final investment decisions.

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AmiBrokerOne-time

10% discount on the Ultimate Pack

AmiBroker is a Windows desktop technical analysis and trading-system development platform for advanced traders and quants who want AFL scripting, charting, scanning, portfolio backtesting, optimization, Monte Carlo analysis, and broker/data integrations. It is strongest for serious desktop strategy research with a one-time license, but data feeds, AmiQuote, real-time quotes, and the programming learning curve are separate considerations.

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AmiBrokerOne-time

50% off upgrades after the included 24-month upgrade period

AmiBroker is a Windows desktop technical analysis and trading-system development platform for advanced traders and quants who want AFL scripting, charting, scanning, portfolio backtesting, optimization, Monte Carlo analysis, and broker/data integrations. It is strongest for serious desktop strategy research with a one-time license, but data feeds, AmiQuote, real-time quotes, and the programming learning curve are separate considerations.

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Barron'sSubscription

Complimentary Barron's access through participating schools and sponsors

Barron's is a subscription investing publication from Dow Jones for investors who want market journalism, stock ideas, portfolio context, newsletters, mobile access, and a Market Data Center for quotes, screeners, funds, bonds, commodities, currencies, and crypto. It is strongest for editorial analysis and investor reading workflows, while pricing is promotion-heavy, premium products can be separate upsells, and it is not a modeling terminal, broker, or public data API.

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Barron'sSubscription

Barron's introductory digital pricing for the first year (rate varies by locale)

Barron's is a subscription investing publication from Dow Jones for investors who want market journalism, stock ideas, portfolio context, newsletters, mobile access, and a Market Data Center for quotes, screeners, funds, bonds, commodities, currencies, and crypto. It is strongest for editorial analysis and investor reading workflows, while pricing is promotion-heavy, premium products can be separate upsells, and it is not a modeling terminal, broker, or public data API.

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BeanvestFree • From $79/yr

45% off early-bird pricing, locked while the subscription remains active

Beanvest is a quality-investing research app for long-term investors who want opinionated stock reports, a proprietary Quality Score, component scores, fair value labels, and a compact quality-stock screener. It is strongest for investors who like a framework around moat, pricing power, predictability, financial strength, capital allocation, and management, but coverage is selective, premium fair-value data is gated, and there is no free trial or refund policy.

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BenzingaFrom $37/mo

50% off Benzinga Pro for students

Benzinga is a market-news, trading-tools, and financial-data platform for active traders, investors, developers, and data buyers who need fast news, alerts, scanners, calendars, squawk, options activity, analyst actions, filings, transcripts, and APIs. It is strongest for event-driven monitoring and real-time workflow around Benzinga Pro or licensed feeds, but the useful trading features are paid, tiered, or add-on based, and the product is not a long-term portfolio accounting system.

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Bloomberg (Europe)Free • From $9.99/mo

$180 for the first year of Bloomberg Digital

Bloomberg Europe is the Bloomberg.com regional news hub and mobile-app experience for readers who want global business journalism, European market coverage, market snapshots, watchlists, alerts, Bloomberg TV and radio, podcasts, newsletters, and Bloomberg Businessweek access. It is strongest as a premium media subscription for investors and analysts, but it is not Bloomberg Terminal and does not provide professional terminal entitlements, execution, or institutional data workflows.

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Bloomberg (Europe)Free • From $9.99/mo

$1.99 for the first month of Bloomberg Digital

Bloomberg Europe is the Bloomberg.com regional news hub and mobile-app experience for readers who want global business journalism, European market coverage, market snapshots, watchlists, alerts, Bloomberg TV and radio, podcasts, newsletters, and Bloomberg Businessweek access. It is strongest as a premium media subscription for investors and analysts, but it is not Bloomberg Terminal and does not provide professional terminal entitlements, execution, or institutional data workflows.

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Bloomberg (Europe)Free • From $9.99/mo

$9.99/mo Bloomberg Digital for eligible students

Bloomberg Europe is the Bloomberg.com regional news hub and mobile-app experience for readers who want global business journalism, European market coverage, market snapshots, watchlists, alerts, Bloomberg TV and radio, podcasts, newsletters, and Bloomberg Businessweek access. It is strongest as a premium media subscription for investors and analysts, but it is not Bloomberg Terminal and does not provide professional terminal entitlements, execution, or institutional data workflows.

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CEO WatcherFree • From $32/mo

20% off CEO Watcher Premium with code CEOWATCHER20

CEO Watcher is a U.S. insider-trading discovery and alert tool for investors who want Form 4 activity ranked by insiders’ historical forward returns. It is strongest for finding high-signal insider buys and sells, unusual activity, daily pre-market briefs, real-time paid notifications, and case-study style context, but insider trades are only one input and historical insider returns do not guarantee future performance.

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ChartMillFree • Paid plans available

$13.97 for the first month of ChartMill

ChartMill is a browser-based stock screener, charting, ratings, alerts, and research platform for self-directed traders and investors screening U.S., Canadian, and European stocks and some ETFs. It is strongest for repeatable technical and fundamental screen workflows, swing-trading ideas, watchlists, alerts, market dashboards, ChartMill ratings, and strategy templates, but paid access does not turn it into a real-time broker or full portfolio accounting system.

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Delta by eToroFree • From $53.88/yr

Delta PRO or PRO+ included with eligible eToro Club tiers

Delta by eToro is a multi-asset portfolio tracker for stocks, ETFs, funds, crypto, NFTs, forex, commodities, indices, brokers, exchanges, and wallets. It is useful when you want one read-only portfolio view across accounts and asset classes rather than another place to trade.

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EODHDFree • From $19.99/mo

Affiliate link

50% student discount for 12 months

EODHD is a market-data API provider for developers, quants, and analysts who need REST, WebSocket, spreadsheet, and AI-agent access to historical prices, fundamentals, calendars, news, sentiment, options, forex, crypto, and other financial datasets. It is strongest for API-first data workflows, but free usage is tiny, commercial licensing is separate, and some datasets require add-ons or marketplace plans.

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EODHDFree • From $19.99/mo

Affiliate link

$9.99/mo Tick Data API for the first 3 months

EODHD is a market-data API provider for developers, quants, and analysts who need REST, WebSocket, spreadsheet, and AI-agent access to historical prices, fundamentals, calendars, news, sentiment, options, forex, crypto, and other financial datasets. It is strongest for API-first data workflows, but free usage is tiny, commercial licensing is separate, and some datasets require add-ons or marketplace plans.

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EODHDFree • From $19.99/mo

Affiliate link

$29.99/mo US Options Data API for the first 3 months

EODHD is a market-data API provider for developers, quants, and analysts who need REST, WebSocket, spreadsheet, and AI-agent access to historical prices, fundamentals, calendars, news, sentiment, options, forex, crypto, and other financial datasets. It is strongest for API-first data workflows, but free usage is tiny, commercial licensing is separate, and some datasets require add-ons or marketplace plans.

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Financial Modeling Prep (FMP)Free • From $22/mo

30% student discount on all plans

Financial Modeling Prep (FMP) is a market-data API and spreadsheet-data provider for developers, analysts, quants, and product builders who need equities, ETFs, funds, FX, crypto, commodities, macro, ESG, ownership, news, calendars, transcripts, and fundamentals from one vendor. It is strongest when you want REST and WebSocket access plus Excel and Google Sheets add-ins at a lower entry price than enterprise terminals. The main buying questions are plan limits, geography, history depth, and dataset access: the free Basic tier is a limited EOD sandbox, while real-time, global, transcript, 13F, holdings, intraday, and bulk workflows require paid tiers.

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Godel TerminalFrom $83/mo

Affiliate link

30% off on the first payment

Godel Terminal is a web-based, command-line-style financial terminal for investors and research teams that want real-time quotes, fast news, SEC filings, financial statements, options chains, institutional holders, watchlists, screeners, charts, and terminal-like workflows at a lower price than legacy terminals. It is strongest for users who want a UI-first market research workspace with published pricing and a 14-day trial. It is still not a full Bloomberg replacement for every dataset or workflow, and the public API is described as coming soon rather than generally available.

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Groww - IPOs (Apply & Calendar)Free • From $6/mo

Groww API early-bird offer: INR 499/mo instead of INR 2000/mo

Groww IPO is the IPO calendar and application workflow inside Groww for Indian retail investors who want to browse upcoming, open, and closed Indian IPOs, apply through UPI mandate, track allotment and listing status, and follow IPO-related updates from the same broker ecosystem. It is strongest when the user needs an action path from IPO discovery to application, not just IPO news. The workflow is India-specific and account-dependent: applying requires Groww brokerage/KYC eligibility, supported UPI behavior, and exchange or registrar processes, while Groww Trading API access is separate and does not document IPO apply endpoints.

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HunterFree • From $34/mo

30% discount on monthly plans for registered non-profits

Hunter is an email finder, verification, enrichment, and outreach platform for analysts, founders, sales teams, and deal teams that need professional contact discovery around companies and domains. It can support investment research when the workflow requires expert outreach, customer discovery, diligence interviews, or partnership sourcing, but it is not an investing data source. Usage is credit-based, API-enabled, and compliance-sensitive: users still need lawful outreach practices, opt-out handling, and deliverability controls.

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KoyfinFree • From $39/mo

Affiliate link

20% off Koyfin annual plans through this referral link

Koyfin is a modern web and mobile financial terminal for investors, analysts, and advisors who want dashboards, charts, screeners, portfolios, news, alerts, transcripts, and market data without using a traditional desktop terminal. It is strongest for building custom research workspaces across equities, ETFs, funds, macro data, FX, commodities, crypto, yield curves, and advisor reporting. Free access is useful for trialing the workflow, while paid and Advisor tiers unlock more dashboards, screens, history, alerts, reporting, integrations, and client-portfolio features. It does not offer a public API.

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KoyfinFree • From $39/mo

Affiliate link

50% off the first year of Koyfin's most advanced plan for advisory firms under $100m AUM

Koyfin is a modern web and mobile financial terminal for investors, analysts, and advisors who want dashboards, charts, screeners, portfolios, news, alerts, transcripts, and market data without using a traditional desktop terminal. It is strongest for building custom research workspaces across equities, ETFs, funds, macro data, FX, commodities, crypto, yield curves, and advisor reporting. Free access is useful for trialing the workflow, while paid and Advisor tiers unlock more dashboards, screens, history, alerts, reporting, integrations, and client-portfolio features. It does not offer a public API.

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MarketWatchFree • From $2.17/mo

MarketWatch introductory digital pricing for the first year (rate varies by locale)

MarketWatch is a Dow Jones financial-news and consumer market-data portal for stock market news, quote pages, watchlists, screeners, calendars, BigCharts, options chains, fund research, rates, newsletters, and paper trading through Virtual Stock Exchange. It is useful for retail investors who want mainstream market coverage and lightweight tools in one familiar site. Treat the subscription mainly as journalism access: market-data pages remain consumer-grade, exchange delays apply, and MarketWatch is not a broker, professional terminal, public API, or modeling platform.

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Morningstar InvestorFrom $249/yr

Affiliate link

$50 off the first year of Morningstar Investor

Morningstar Investor is a subscription research product for long-term investors who want Morningstar ratings, analyst reports, fair value estimates, moat research, screeners, and portfolio analysis. It is especially useful for comparing stocks, funds, and ETFs through Morningstar’s proprietary research framework rather than for active trading or broker-connected portfolio automation.

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Morningstar InvestorFrom $249/yr

Affiliate link

Morningstar Investor for eligible US students: $25/year for two years

Morningstar Investor is a subscription research product for long-term investors who want Morningstar ratings, analyst reports, fair value estimates, moat research, screeners, and portfolio analysis. It is especially useful for comparing stocks, funds, and ETFs through Morningstar’s proprietary research framework rather than for active trading or broker-connected portfolio automation.

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Morningstar InvestorFrom $249/yr

Affiliate link

Morningstar Investor for eligible US educators: $99/year for four years

Morningstar Investor is a subscription research product for long-term investors who want Morningstar ratings, analyst reports, fair value estimates, moat research, screeners, and portfolio analysis. It is especially useful for comparing stocks, funds, and ETFs through Morningstar’s proprietary research framework rather than for active trading or broker-connected portfolio automation.

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Morningstar InvestorFrom $249/yr

Affiliate link

$75 off the first year for eligible US military members

Morningstar Investor is a subscription research product for long-term investors who want Morningstar ratings, analyst reports, fair value estimates, moat research, screeners, and portfolio analysis. It is especially useful for comparing stocks, funds, and ETFs through Morningstar’s proprietary research framework rather than for active trading or broker-connected portfolio automation.

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Observatory of Economic Complexity (OEC)Free • From $299/mo

50% off OEC Pro and Premium for researchers and students

The Observatory of Economic Complexity is a trade-data and economic-complexity platform for exploring countries, products, industries, exports, imports, rankings, and trade relationships through rich visualizations and an API. It is useful for macro, supply-chain, and thematic research, not security-level stock analysis.

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Option AlphaFree • From $149/mo

Option Alpha Pro free with a qualifying linked Tradier account

Option Alpha helps retail options traders find ideas, backtest rule-based strategies, paper trade, and automate supported stock and risk-defined options workflows through connected brokers. It is software rather than a broker, and live trading depends on broker, account, symbol, strategy, and jurisdiction support.

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Option AlphaFree • From $149/mo

Option Alpha Pro free with a qualifying linked TradeStation account

Option Alpha helps retail options traders find ideas, backtest rule-based strategies, paper trade, and automate supported stock and risk-defined options workflows through connected brokers. It is software rather than a broker, and live trading depends on broker, account, symbol, strategy, and jurisdiction support.

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Orion Advisor TechFrom $275/mo

15% off any Redtail plan with an eligible Orion Stack

Orion Advisor Tech is enterprise infrastructure for RIAs and wealth firms that need portfolio accounting, billing, reporting, tax-aware trading, CRM, planning, compliance, risk analytics, client portals, APIs, and data infrastructure under one operating stack. Public stack pricing starts in the five figures per year and module access depends on the selected Orion Stack or standalone products. It is not a self-serve portfolio tracker, consumer research app, discount broker, or low-cost tool for individual investors.

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Portfolio123Free • From $25/mo

Affiliate link

35-day trial for referred users

Portfolio123 is a rules-based quant research and portfolio-management platform for investors who want stock and ETF screeners, ranking systems, factor research, realistic backtests, strategy simulations, portfolio tracking, broker connectivity, and API/DataMiner access. It is strongest for systematic investors who want point-in-time research workflows without building everything from code.

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QuantConnectFree • Paid plans available

Up to a three-month subscription for eligible academic researchers

QuantConnect is an algorithmic trading platform built on the open-source LEAN engine, connecting research, backtesting, cloud deployment, broker integrations, and live trading. It is built for technical Python or C# users who want multi-asset systematic trading infrastructure, not a simple retail charting app.

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QuantConnectFree • Paid plans available

10% QuantConnect Credit back on annual subscriptions for eligible investors

QuantConnect is an algorithmic trading platform built on the open-source LEAN engine, connecting research, backtesting, cloud deployment, broker integrations, and live trading. It is built for technical Python or C# users who want multi-asset systematic trading infrastructure, not a simple retail charting app.

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SEC API (sec-api.io)Free • From $55/mo

Discounted SEC API educational licenses for institutions

SEC API is a commercial SEC/EDGAR API suite for developers, quants, compliance teams, and AI products that need fast filing search, real-time feeds, XBRL-to-JSON conversion, section extraction, insider filings, 13F data, and other structured regulatory datasets. It is strongest when you want production-ready normalized SEC data instead of building your own EDGAR ingestion stack, but the free tier is only a small starter allowance and redistribution requires enterprise terms.

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Stock AnalysisFree • From $79/yr

Affiliate link

10% off

Stock Analysis is a web and mobile research hub for investors who want stock screeners, financial statements, earnings calendars, market news, charts, analyst forecasts, watchlists, and portfolio tracking in one approachable workspace. It is strongest as an everyday due-diligence layer for researching public companies, ETFs, mutual funds, IPOs, dividends, corporate actions, and market movers without needing a professional terminal. Free access is useful but ad-supported and limited; Pro and Unlimited add broader history, saved screeners, alerts, exports, full ETF holdings, broker sync, advanced analyst filtering, and higher watchlist or download limits. It is not a broker, advisory service, portfolio accounting system, public API, custom quant platform, or data redistribution source.

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StockChartsFree • From $19.95/mo

First month free for new StockCharts subscribers

StockCharts is a long-running browser-based charting, scanning, alerting, and technical-analysis platform for traders and investors who organize work around charts, ChartLists, scans, alerts, RRGs, PerfCharts, options tools, and saved layouts. It is strongest for technical workflows rather than fundamental modeling or portfolio accounting. Free access and BATS real-time quotes are useful starting points, while Basic, Extra, and PRO expand chart history, scans, alerts, ChartLists, refresh rates, layouts, exports, and data depth. Real-time exchange data, OptionsPlay, and some trading workflows require add-ons or linked services.

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StockInsights.aiFree • From $200/yr

Discounted subscriptions for on-campus student organizations and classes

StockInsights.ai is an AI equity research assistant for filings, earnings calls, transcript summaries, 8-K categorization, SEC filing dashboards, watchlist alerts, APIs, and custom research workflows. It is useful for AI-assisted public-company monitoring, but API commercial use, redistribution, higher limits, and custom workflows require separate plans or contact.

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StockopediaSubscription

25% off the first year of an annual Stockopedia plan for new subscribers

Stockopedia is a paid stock research and screening platform for investors who want StockRanks, StockReports, GuruScreens, factor-style idea generation, portfolio Folios, alerts, and exportable screen data across selected regions. It is strongest for disciplined Quality, Value, and Momentum screening rather than broker execution or API-based data delivery.

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StreamXLSFrom $590/yr

StreamXLS Professional early-adopter pricing: $195/mo or $1,950/yr

StreamXLS is a Windows-only Excel RTD bridge for investors and trading desks that want their own Interactive Brokers quotes, account values, positions, live P&L, and open-order state inside spreadsheet formulas. It runs locally through TWS or IB Gateway and can stage an order ticket for manual review in TWS, but it does not transmit trades, include market-data entitlements, support Mac or browser Excel, or replace IBKR. The product is closed source and its public release history began only recently.

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TC2000From $24.99/mo

Up to $300 discount per year with a TC2000 Brokerage account

TC2000 is a long-standing charting, scanning, alerting, paper-trading, options-analysis, and brokerage-connected platform for active U.S. stock, ETF, and options traders. It is strongest for users who want streaming charts, EasyScan, formula-based PCF screening, real-time watchlists, customizable alerts, MT Newswires, paper trading, and options P&L workflows in one interface. Plans are paid, and several real-time or higher-capacity feeds are separate add-ons. TC2000 is U.S.-centric and built for active trading workflows, not broad global fundamental research or long-term portfolio accounting.

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TC2000From $24.99/mo

$24.99/mo off TC2000 service for six months with an eligible .edu email

TC2000 is a long-standing charting, scanning, alerting, paper-trading, options-analysis, and brokerage-connected platform for active U.S. stock, ETF, and options traders. It is strongest for users who want streaming charts, EasyScan, formula-based PCF screening, real-time watchlists, customizable alerts, MT Newswires, paper trading, and options P&L workflows in one interface. Plans are paid, and several real-time or higher-capacity feeds are separate add-ons. TC2000 is U.S.-centric and built for active trading workflows, not broad global fundamental research or long-term portfolio accounting.

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Testfol.ioFree • From $15/mo

Early-member pricing locked while the subscription remains active

Testfol.io is a freemium web-based portfolio backtesting and analysis toolkit for investors who want to test allocations, cashflows, rebalancing rules, tactical signals, leverage, correlations, and historical risk/return. It is strongest for portfolio-level experimentation rather than intraday monitoring or live account management. Anonymous and free-account use remain available, while Pro and Pro+ unlock advanced analytics, higher limits, uploads, downloads, alerts, and cloud workflows. Backtests depend on historical assumptions and end-of-day data, so they are not trade execution or forward-looking guarantees.

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The Wall Street Journal (WSJ)Free • Paid plans available

WSJ access through participating universities

The Wall Street Journal combines premium business journalism with a Market Data Center for quotes, calendars, company pages, analyst estimates, ratings, dividends, and market statistics. It is best for news-led market context, with much of the value behind a WSJ subscription and market data subject to exchange delays.

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The Wall Street Journal (WSJ)Free • Paid plans available

WSJ Digital introductory pricing for the first year (rate varies by locale)

The Wall Street Journal combines premium business journalism with a Market Data Center for quotes, calendars, company pages, analyst estimates, ratings, dividends, and market statistics. It is best for news-led market context, with much of the value behind a WSJ subscription and market data subject to exchange delays.

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The Wall Street Journal (WSJ)Free • Paid plans available

Save 50% or more on eligible WSJ corporate publication bundles

The Wall Street Journal combines premium business journalism with a Market Data Center for quotes, calendars, company pages, analyst estimates, ratings, dividends, and market statistics. It is best for news-led market context, with much of the value behind a WSJ subscription and market data subject to exchange delays.

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TradeLogFrom $219/yr

20% off eligible TradeLog annual renewals

TradeLog is Windows desktop trade-accounting software for U.S. active traders who need to consolidate complete trade history, identify taxpayer-level wash sales across accounts and IRAs, reconcile proceeds, and prepare reports for a tax return or tax professional. Its differentiated workflow covers Form 8949, supported Sections 1256 and 475 reporting, tax-lot adjustments, and year-round wash-sale monitoring. It does not import Form 1099-B, file a return, provide tax advice, execute trades, or offer complete current digital-asset reporting.

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TrendSpiderFrom $89/mo

Affiliate link

20% off Sidekick for the lifetime of your subscription (log in before opening the offer)

TrendSpider is a paid, browser-based analysis and automation platform for active traders who want automated technical analysis, multi-timeframe scanning, strategy testing, alerts, bots, AI tools, and alternative data in one workspace. It is strongest for intermediate and advanced U.S. stock, ETF, options, futures, forex, and crypto workflows. It is not a broker, and live order routing depends on SignalStack plus a supported broker or exchange. Plan limits, paid trials, optional data fees, Sidekick message costs, and backtest assumptions deserve close review before subscribing.

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TrendSpiderFrom $89/mo

TrendSpider Standard: 14-day trial for $19

TrendSpider is a paid, browser-based analysis and automation platform for active traders who want automated technical analysis, multi-timeframe scanning, strategy testing, alerts, bots, AI tools, and alternative data in one workspace. It is strongest for intermediate and advanced U.S. stock, ETF, options, futures, forex, and crypto workflows. It is not a broker, and live order routing depends on SignalStack plus a supported broker or exchange. Plan limits, paid trials, optional data fees, Sidekick message costs, and backtest assumptions deserve close review before subscribing.

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Yahoo FinanceFree • From $7.95/mo

Yahoo Finance Bronze: $6.95/mo for the first year

Yahoo Finance is the familiar free market portal for quotes, business news, watchlists, portfolios, charts, screeners, and basic company research. It works best for mainstream investors who want a quick read on markets, holdings, earnings, analyst expectations, and news without learning a specialist terminal. My Portfolio adds manual portfolios, watchlists, CSV import/export, and supported brokerage linking. Premium plans add portfolio analytics, premium research, stock ideas, screeners, historical downloads, and reduced ads, but data delays and subscription availability vary by market.

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Yahoo FinanceFree • From $7.95/mo

Yahoo Finance Bronze: $66.60 for the first year

Yahoo Finance is the familiar free market portal for quotes, business news, watchlists, portfolios, charts, screeners, and basic company research. It works best for mainstream investors who want a quick read on markets, holdings, earnings, analyst expectations, and news without learning a specialist terminal. My Portfolio adds manual portfolios, watchlists, CSV import/export, and supported brokerage linking. Premium plans add portfolio analytics, premium research, stock ideas, screeners, historical downloads, and reduced ads, but data delays and subscription availability vary by market.

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Compare before you subscribe

Stock screenersFilter markets by fundamentals, technicals, and factors before paying for a subscription.
Stock analysis toolsRanked stock analysis software with pricing, coverage, and free-plan notes.
Portfolio trackersCompare portfolio trackers for dividends, allocation, and performance reporting.
Investment research toolsThe full directory of investment research tools, filterable by category and price.
Valuation toolsDCF models, fair-value estimates, and valuation platforms side by side.
Backtesting toolsTest a strategy against history before trusting it with real money.

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Each coupon links to the tool's profile, its categories, and its alternatives, so you can weigh the discount against the whole field before subscribing.

Deals & promo code questions

How do these investing tool deals work?

Some deals use a promo code you enter at checkout, others apply automatically through the partner link on the coupon. Each coupon shows exactly what you get, the code if one is needed, and the end date when the offer is seasonal.

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Yes. Deals are checked against the tool's live pricing page before listing, and coupons show when pricing was last verified. Expired offers are removed rather than left up.

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Sometimes. Coupons marked affiliate link, partner deal, or sponsored can earn Find My Moat a commission at no extra cost to you. The label sits on every coupon, and commercial relationships never change how tools are ranked or reviewed.

The tool I want has no deal listed. What now?

Check the tool's profile for current pricing and free-plan notes, then weigh it against its alternatives. Many stock screeners, portfolio trackers, and research platforms have capable free tiers, and new discounts are added here as soon as they pass review.

How do I list my tool's discount?

Use the submission form on this page with an email at your tool's own domain, so we can verify the offer is official. Deals are reviewed before publishing, and your tool does not need to be in the directory yet.

★ For tool makers ★

Have a deal for investors?

Submit your discount for review and get listed alongside your tool profile, category pages, and relevant alternatives. Not in the directory yet? Submit anyway, new tools are welcome.

Use the official website domain. Your work email must match this domain so we can verify the offer is official.

Use an address at your tool's own domain so we can verify the offer is official. Personal inboxes (Gmail, Outlook, etc.) are not reviewed.

Deals are never published automatically. We review each submission by hand, and your tool does not need to be listed on Find My Moat yet.

Looking for a bigger placement? See advertising on Find My Moat.

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.