VOL. XCIV, NO. 247
THE COMMUNITY-RANKED FREE INVESTING TOOL LEADERBOARD
Live community ranking · Top 33 free value investors tools
Best Free Tools for Value Investors
The free tools value investors trust most, ranked by the people who actually use them.
Every tool here offers a genuine free tier for value investors. We filtered 37 total matching tools inside a directory of more than 362 investing platforms down to 33 free options, so you can compare useful zero-cost choices before moving into paid upgrades.
Community-ranked · Free tiers only · Not financial advice
Top 10 Tools
- 1Top pick
CapEdge combines SEC filings, transcripts, financials, ownership data, IPO tracking, ETF exposure, and short-interest data. It is free, but some tables require an account.
Best forFundamental researchEarnings transcript researchStock screeningInsider and institutional trackingPortfolio alertsWatch-outsAccount needed for full accessNo public API - 2
Fiscal.ai combines a company-research terminal with REST, webhook, and MCP access. It covers financials, segments, KPIs, estimates, transcripts, filings, screens, valuation, ownership, fund letters, and AI-assisted research.
Best forAI research workspaceFundamental researchFinancial data APIAI agent data accessValuation modelingWatch-outsFree access is limitedMarket prices are not fully real-time - 3
Google Finance provides quotes, charts, financial news, watchlists, portfolios, earnings context, and AI-assisted research for signed-in users. It supports market monitoring, not brokerage execution or professional data feeds.
Best forMarket monitoringPortfolio watchlistsPortfolio trackingAI research workspaceStock researchWatch-outsAI can be wrongSign-in gates personal workflows - 4
GuruFocus combines global fundamentals, valuation, GF Score, GF Value, stock, ETF, and bond screens, backtests, guru and institutional holdings, insider trades, portfolios, spreadsheet add-ins, and APIs. It is built for fundamental and value research, not brokerage execution.
Best forStock researchStock screeningValuation modelingInvestor holdings researchStrategy backtestingWatch-outsPaid access is region and tier dependentAdvanced API access is separate - 5
Investing.com combines quotes, charts, news, calendars, watchlists, alerts, portfolios, screens, and mobile monitoring. InvestingPro adds paid AI tools, stock ideas, valuation estimates, Health Scores, ProTips, and more fundamental data.
Best forMarket monitoringInvestment newsStock screeningChartingPortfolio trackingWatch-outsNot a broker or API productData latency varies - 6
Quartr provides earnings calls, live transcripts, filings, reports, decks, estimates, AI chat, and investor-relations data. The app is useful for free call and transcript access; Pro and API serve professional research, MCP, webhooks, and integrations.
Best forEarnings transcript researchAI research workspaceFinancial data APIInvestment research workspaceResearch reportsWatch-outsPro and API are contact-sales productsQualitative research focus - 7
Simply Wall St provides visual company reports, fair value estimates, dividend analysis, portfolio checks, broker imports, and global stock ideas. It suits long-term investors who prefer guided research to raw tables.
Best forVisual stock researchLong-term portfolio trackingStock screeningDividend analysisFair value researchWatch-outsFree plan has report and portfolio limitsResearch model is opinionated - 8
Stock Analysis combines screeners, financial statements, calendars, news, charts, forecasts, watchlists, and portfolios on web and mobile. Paid plans add longer history, higher limits, exports, ETF holdings, broker sync, and analyst filters. The service does not provide brokerage execution, advice, or programmatic data access.
Best forStock researchStock screeningPortfolio trackingChartingFundamental researchWatch-outsNo public APIFree access has ads and data limits - 9
TIKR is a browser equity-research terminal for global fundamentals, statements, estimates, valuation, transcripts, filings, and screens. It suits long-term stock research; paid plans add history, coverage, exports, and higher workflow limits.
Best forFundamental researchGlobal stock screeningValuation modelingInvestor holdings researchEarnings transcript researchWatch-outsFree plan is US-onlyNo public API or dedicated mobile app - 10
Uncle Stock screens more than 100,000 global stocks with financial metrics, valuation models, scores, historical tests, watchlists, and alerts. Gold adds CSV and JSON access, an MCP server, and limited portfolio tracking. It is not a broker or an intraday trading simulator.
Best forGlobal stock screeningStock screeningStrategy backtestingFundamental researchFinancial data APIWatch-outsAPI is Gold-gated and cappedBacktesting is screener-oriented
- 11
13F Insight pulls institutional holdings, insider trades, and ownership filings into one research workspace. Its AI can answer questions with filing citations, but the filings arrive late and the generated summaries still need a check against the SEC documents.
Best forInvestor holdings researchAI research workspaceStock researchMarket monitoringPortfolio alertsWatch-outs13F filings are stale by designFree AI usage is capped - 12
Alpha Spread combines DCF and relative-value estimates, stock reports, screens, alerts, analyst forecasts, watchlists, and a company-question assistant. Free use is metered weekly.
Best forValuation modelingFair value researchFundamental researchStock screeningAI research workspaceWatch-outsFree plan is metered weeklyAPI is Enterprise-only and capacity-limited - 13
Beanvest gives long-term investors a compact quality-investing framework. Its stock reports score moat, pricing power, predictability, financial strength, capital allocation, and management, then add fair-value labels and a quality screen. Coverage is selective, premium data is gated, and there is no free trial.
Best forStock researchFair value researchQuant ratingsValuation modelingStock screeningWatch-outsCoverage is selectiveNo trial or refunds - 14
Börsdata gives investors long-history Nordic fundamentals, ratios, screens, ownership, insider and short-selling data, technical charts, reports, watchlists, calendars, and spreadsheet or API access. It is strongest for Nordic equities. Global data, holdings, Excel or Sheets workflows, and the REST API depend on the plan.
Best forGlobal stock screeningStock screeningFundamental researchFinancial data APIDividend analysisWatch-outsBest value is Nordic-firstAPI and global depth are paid-tier features - 15
ChartMill is a browser screener and charting service for U.S., Canadian, and European stocks and some ETFs. It supports technical and fundamental screens, swing-trading ideas, watchlists, alerts, dashboards, ratings, and strategy templates. It is still a research tool, not a broker or full portfolio ledger.
Best forStock screeningTechnical screeningChartingStock researchPortfolio alertsWatch-outsDelayed market dataNot a broker or portfolio system - 16
DATAROMA is a focused tracker for superinvestor 13F portfolios, portfolio changes, and insider buying. It is handy for finding managers and ideas to investigate. Verify the filing date, position size, and current fundamentals before drawing a conclusion.
Best forInvestor holdings researchInsider and institutional trackingStock researchInvestment research workspaceStock screeningWatch-outsDelayed filing-based dataCurated manager universe - 17
EDINET is Japan's official corporate-disclosure system. Search issuers, securities, funds, stock codes, document types, keywords, and dates, then retrieve filings, XBRL resources, taxonomy files, and API results.
Best forFundamental researchFundamentals dataFinancial data APIInsider and institutional trackingResearch reportsWatch-outsJapanese is authoritativeAPI documentation is Japanese-only - 18
EveryTicker is a free research site for U.S. stocks, including companies with little analyst coverage. It has fundamental reports, a stock screener, watchlists, 13F holdings, financial data, and a weekly themes newsletter.
Best forStock researchStock screeningFundamental researchVisual stock researchInvestor holdings researchWatch-outsU.S. stock focusNo public paid/API workflow - 19
GeminIQ organizes U.S. 10-K and 10-Q data into financial statements, calculated metrics, charts, tables, screens, watchlists, ownership views, and post-filing price analysis. Values retain XBRL tags and links to SEC filings, but new data arrives the next day rather than live.
Best forFundamental researchFundamentals dataStock screeningVisual stock researchPortfolio watchlistsWatch-outsU.S. public-company focusFilings are available next day - 20
MarketScreener combines global quotes, news, watchlists, screens, charts, calendars, analyst data, financials, transcripts, ESG data, insider data, newsletters, and published portfolios. Several screens, reports, and portfolios require a paid plan.
Best forInvestment newsGlobal stock screeningStock researchAnalyst ratingsMarket monitoringWatch-outsSeveral features require higher tiersPricing varies by region and billing path - 21
MetricSide is a free fundamentals site for quarterly trends, valuation ratios, cash flow, margins, balance sheets, and a transparent 100-point health score. It is a quick first pass on listed stocks, with narrower coverage than a full database. Check important figures against filings.
Best forStock researchFundamental researchFundamentals dataVisual stock researchQuant ratingsWatch-outsLimited documented coverageThird-party data requires verification - 22
MoatMap combines daily Quality, Value, and Momentum scores with AI reports, insider filings, portfolio analysis, macro regimes, Top Picks, and investor lenses. Premium actions consume one-time Feather credits. Its market data and AI output still need source checks.
Best forAI research workspaceStock screeningStock researchQuant ratingsPortfolio analyticsWatch-outsCredit-based pricingAI outputs need diligence - 23
Stock Rover combines fundamental data, portfolio analytics, dividend tracking, valuation tools, reports, ratings, broker-linked portfolios, and alerts. Coverage centers on North American securities. It does not provide trade execution or full strategy backtesting.
Best forStock screeningETF screeningPortfolio analyticsFundamental researchResearch reportsWatch-outsNorth America-focused coverageFull strategy backtesting is not a formal feature - 24
Stockoscope organizes U.S. stock research around quality, peers, valuation, analysts, and holdings. It adds scores, peer ranks, intrinsic-value models, estimates, ownership, screens, editable strategies, watchlists, and news. Coverage is U.S.-only and usually refreshes daily or after the close.
Best forStock researchStock screeningFundamental researchValuation modelingAnalyst ratingsWatch-outsU.S.-listed stock coverageThird-party aggregated data - 25
The Ledger Terminal is a web fundamental-research service with one-page U.S. stock sheets, valuation charts, quality checks, screens, comparisons, and SEC-linked history. It is built for long-term business analysis, not trading or portfolio accounting.
Best forStock researchFundamental researchValuation modelingStock screeningVisual stock researchWatch-outsUS-led coverageNo trading or portfolio accounting - 26
Tweenvest is a stock research app with company dashboards, screens, watchlists, portfolios, transcripts, valuation tools, and AI analysis. It targets retail investors, with better coverage and AI features reserved for higher tiers.
Best forStock screeningStock researchPortfolio trackingAI research workspaceEarnings transcript researchWatch-outsBest features are plan-gatedNo public API - 27
Validea applies published guru and factor models to stocks through screens, reports, portfolios, and model strategies. It is for investors who want rules-based idea generation and backtests, not brokerage execution or a general market-data terminal.
Best forQuant researchFactor screeningStock screeningETF screeningStrategy backtestingWatch-outsModel returns are not live account returnsFull access requires a subscription - 28
Value Line publishes analyst reports, proprietary ranks, screens, model portfolios, fund and ETF research, options research, and selection newsletters. Product coverage and online-tool limits depend on the subscription.
Best forStock researchFundamental researchQuant ratingsResearch reportsFund researchWatch-outsSubscription services are fragmentedNot a modern data API product - 29
Value Sense combines stock fundamentals, valuation models, screens, historical tests, earnings analysis, insider transactions, and 13F holdings. Plan limits determine history, downloads, AI usage, and saved workspaces.
Best forStock researchStock screeningFundamental researchValuation modelingEarnings transcript researchWatch-outsModel outputs need independent reviewPlan limits shape heavy usage - 30
Valuesider tracks guru portfolios and links back to SEC reports with split-adjusted holdings. It is useful for following investor ownership and finding original filings, not for live mirroring, execution, or complete fundamentals.
Best forInvestor holdings researchInsider and institutional trackingStock screeningMarket monitoringWatch-outs13F data is delayed and incompleteNo automated extraction rights - 31
WallStreetZen combines stock screens, analyst forecasts, fair-value estimates, financials, ratings, insider and institutional activity, and portfolio tools. It is aimed at retail fundamental research, not brokerage execution or professional data delivery.
Best forStock screeningStock researchQuant ratingsAnalyst ratingsFair value researchWatch-outsUS-stock focusQuant rating is not advice - 32
Yahoo Finance covers quotes, charts, news, screens, earnings, analyst data, portfolios, watchlists, and basic research across stocks, funds, and crypto. Advanced history, exports, and data access depend on paid products or separate providers.
Best forMarket monitoringInvestment newsPortfolio trackingPortfolio alertsStock screeningWatch-outsData is informational, not trading-gradeData delays vary by exchange - 33
Ziggma is a portfolio analytics and stock-research platform for broker-agnostic monitoring rather than a trading app. It covers portfolio health, allocation, risk, dividends, valuation, screens, and AI-assisted views.
Best forPortfolio trackingPortfolio analyticsStock screeningETF screeningQuant ratingsWatch-outsAdvanced features moved to paid tiersNorth America / U.S. focus
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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.