VOL. XCIV, NO. 247
★ FINANCIAL TOOLS & SERVICES DIRECTORY ★
PRICE: 5 CENTS
Monday, October 13, 2025
Best Free Checklist Tools for Investors
Every product on this page includes a genuinely free tier, so you can plug trusted checklist software into your workflow without swiping a card.
We filtered our full directory to focus on the 2 free checklist platforms investors lean on today. Community voting keeps the rankings honest, while editorial picks highlight standout experiences for research, screening, and execution. Use this shortlist to compare pricing limits, supported platforms, and capabilities before graduating to paid upgrades.
More ways to explore
Want the full picture? The main category page covers 3 total checklist tools, and the broader Find My Moat directory spans more than 226 investing platforms.
Top 2 picks
2 picks- 1
Web platform focused on US‑listed equities fundamentals and visual analysis. Uses Intrinio and Sharadar as data sources. Fundamentals shown as TTM and updated quarterly; price quotes are marked 'delayed'. Premium unlocks full charting/compare features and data download.
Category votes onlyPricing: Free, SubscriptionPlatforms: Web - 2
Global, fundamentals‑first stock screener with detailed metrics and built‑in backtesting. Covers 60k+ stocks across all continents with up to ~35 years of US history (20 years elsewhere). US fundamentals from Sharadar; non‑US fundamentals and price history from EOD Historical Data. Prices are delayed; Nasdaq shows prior‑day when market is open. API access (Gold) delivers CSV/JSON with explicit rate limits.
Category votes onlyPricing: Free, SubscriptionPlatforms: Web, API
Ready for the full lineup? Compare all 3 checklist tools, including premium upgrades and advanced tiers.
View full Checklist listingsInformation
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!
Starred 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.