★ THE COMMUNITY-RANKED FREE INVESTING TOOL LEADERBOARD ★
VOL. XCIV, NO. 247
Sunday, July 5, 2026
Updated Sunday, July 5, 2026 · Top 50 free financials tools
Best Free Financials Tools for Investors
The free financials platforms investors trust most, ranked by the people who actually use them.
Every tool here offers a genuine free tier, ranked by community votes and light editorial curation. We filtered 98 total financials tools inside a directory of more than 314 investing platforms down to 78 free financials platforms, so you can compare useful zero-cost options before moving into paid upgrades. Use this shortlist to compare pricing limits, platforms, and decision signals, then open any tool for the full breakdown.
Community-ranked · Free tiers only · Not financial advice
Top 10 picks
10 picks- 1Top pick
TIKR is a browser-based global equity research terminal for investors who care about fundamentals, financial statements, analyst estimates, valuation work, transcripts, filings, and stock screening. It is strongest for long-term stock research across global markets, with paid plans unlocking the deeper history, broader coverage, exports, and workflow limits that serious investors usually need.
Best forFundamental research · Global stock screening · Valuation modeling · Investor holdings research · Earnings transcript researchWatch-outsFree plan is US-onlyNo public API or dedicated mobile app+3Category votesFree with signupPricing Free • From $24.95/moPlatforms - 2
CapEdge is a free SEC filings, transcripts, IPO, ownership, ETF exposure, and short-interest research platform from Finsight for US equity-capital-markets work. It is strongest for investors who want a registered, no-cost workflow around EDGAR search, filing diffs, filing alerts, XBRL financial charts, holdings, and IPO calendars without paying for a filings terminal.
Best forFundamental research · Earnings transcript research · Stock screening · Insider and institutional tracking · Portfolio alertsWatch-outsFree account required for full functionalityNo public API+2Category votesFree with signupPricing FreePlatforms - 3
Fiscal.ai is an AI-assisted public-company research terminal and financial data API platform for investors, analysts, developers, and AI-agent builders. It combines global fundamentals, segments and KPIs, transcripts, filings, estimates, dashboards, screeners, valuation workflows, AI Copilot, REST APIs, webhooks, and MCP access.
Best forAI research workspace · Fundamental research · Financial data API · AI agent data access · Valuation modelingWatch-outsMeaningful limits on free accessMarket prices are not fully real-time+2Category votesFree with signupPricing Free • From $39/moPlatforms - 4
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.
Best forInvestment research workspace · Stock screening · Charting · Portfolio analytics · Market monitoringWatch-outsNo public APISome downloads are vendor-restricted+1Category votesFree with signupPricing Free • From $39/moPlatforms - 5
Roic AI is a financial data, stock research, and API platform for investors and developers who want company financials, transcripts, news, screeners, exports, spreadsheet endpoints, AI research assistance, and MCP or ChatGPT workflows. It is strongest for fundamentals and agent-ready data access, with worldwide coverage on every plan, but plan differences matter for rate limits, history depth, transcript depth, and commercial API use.
Best forFinancial data API · Fundamental research · AI research workspace · AI agent data access · Earnings transcript researchWatch-outsFree tier has rate and history limitsCommercial API use requires Enterprise+1Category votesFree with signupPricing Free • From $29/moPlatforms - 6
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, while Pro adds collaboration, exports, Excel, RBAC, SSO, MFA, and private deployment options. OpenBB does not provide production market data itself; it orchestrates connectors, your data, and your vendor access.
Best forAI research workspace · Investment research workspace · Financial data API · AI agent data access · ChartingWatch-outsDoes not provide production market dataCommunity Copilot is rate-limited+1Category votesFree with signupPricing Free • Contact for pricingPlatforms - 7
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.
Best forValuation modeling · Fair value research · Fundamental research · Stock screening · AI research workspaceWatch-outsFree plan is metered weeklyAPI is Enterprise-only and capacity-limited+1Category votesFree with signupPricing Free • From $144/yrPlatforms - 8
Smartfin is a beginner-friendly U.S. stock research platform for visual financials, sector-adjusted scores, plain-English company evaluations, curated stock lists, watchlists, alerts, transcripts, filings, and research checklists. It is best for fundamental stock research without terminal complexity, not global multi-asset coverage, brokerage execution, portfolio accounting, or a public API.
Best forStock research · Fundamental research · Visual stock research · Alerts · Portfolio watchlistsWatch-outsUS-stock focusNo public API or broker sync+1Category votesFree with signupPricing Free • From $8.33/moPlatforms - 9
GuruFocus is a value-investing research platform for investors who want global fundamentals, valuation tools, GF Score, GF Value, screeners, backtesting, guru and institutional holdings, insider trades, portfolio tracking, spreadsheet add-ins, and data/API access. It is strongest for fundamental and value-oriented research rather than brokerage execution.
Best forStock research · Stock screening · Valuation modeling · Investor holdings research · Strategy backtestingWatch-outsPaid access is region and tier dependentAdvanced API access is separate+1Category votesFree with signupPricing Free • From $549/yrPlatforms - 10
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.
Best forStock research · Stock screening · Portfolio tracking · Charting · Fundamental researchWatch-outsNo public APIFree access has ads and data limits0Category votesFree, no signupPricing Free • From $79/yrPlatforms
- 11
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.
Best forMarket monitoring · Investment news · Stock screening · Charting · Portfolio trackingWatch-outsNot a broker or API productData latency varies0Category votesFree, no signupPricing Free • Paid plans availablePlatforms - 12
EPSMomentum is a U.S. stock and ETF analytics platform for earnings momentum, estimate revisions, PEAD drift, timing signals, scanners, AI analysis, and market dashboards. Use it when earnings acceleration and entry-timing discipline are central to your research process.
Best forStock screening · Quant ratings · Technical analysis · AI research workspace · AlertsWatch-outsUS stocks and ETFs focusProprietary signals require trust0Category votesFree with signupPricing Free • From $9.99/moPlatforms - 13
FINVIZ is best known as a fast U.S. stock screener with heat maps, quote pages, insider activity, news, and portfolio watchlists. It works well when you want to move from a broad market view to a tighter list of stocks using both fundamental and technical filters. The free version is useful for delayed research; FINVIZ Elite is the serious workflow upgrade for real-time quotes, intraday charts, alerts, exports, advertised API access, and deeper ETF and portfolio tools.
Best forStock screening · Market maps · Technical screening · Insider and institutional tracking · Portfolio watchlistsWatch-outsU.S. market coverageFree data is delayed0Category votesFree, no signupPricing Free • From $299.50/yrPlatforms - 14
Simply Wall St is a visual stock analysis and portfolio platform for long-term investors who prefer guided fundamental summaries over raw data tables. It is best known for its Snowflake-style company reports, global stock ideas, fair value views, dividend analysis, portfolio diagnostics, broker imports, and easy-to-scan visual research.
Best forVisual stock research · Long-term portfolio tracking · Stock screening · Dividend analysis · Fair value researchWatch-outsFree plan has report and portfolio limitsResearch model is opinionated0Category votesFree with signupPricing Free • Paid plans availablePlatforms - 15
Uncle Stock is a global fundamental stock screener and screener-backtesting platform for DIY and value investors who want many financial metrics, guru-style screens, watchlists, historical backtests, CSV export, and AI/MCP stock-search access. It is strongest for long-term fundamental screening and value research, while API access, advanced backtesting, exports, crypto coverage, and unlimited MCP usage are gated to higher plans.
Best forGlobal stock screening · Stock screening · Strategy backtesting · Fundamental research · Financial data APIWatch-outsAPI is Gold-gated and cappedBacktesting is screener-oriented0Category votesFree with signupPricing Free • From $130/yrPlatforms - 16
Stock Rover is a web-based stock, ETF, fund, and portfolio research platform for investors who want 800+ financial metrics, 20 years of historical fundamentals, deep portfolio analytics, dividend tracking, automated DCF-driven intrinsic value and Margin of Safety tools, printable research reports, stock ratings, broker-linked portfolios, and alerts. It is strongest for North American fundamental research and portfolio management, not for trade execution or full strategy backtesting.
Best forStock screening · ETF screening · Portfolio analytics · Fundamental research · Research reportsWatch-outsNorth America-focused coverageFull strategy backtesting is not a formal feature0Category votesFree with signupPricing Free • From $34/moPlatforms - 17
Marketgenius is a free, mobile-friendly stock heatmap and lightweight stock dashboard site for quick visual discovery. It focuses on major U.S. index heatmaps, superinvestor portfolio heatmaps, simple stock fundamentals, ownership stats, valuation metrics, dividend details, short interest, and basic scores. Use it as a fast visual starting point, not as a full screener, deep financial terminal, broker, API, or valuation platform.
Best forMarket maps · Visual stock research · Stock research · Market monitoring · Investor holdings researchWatch-outsLightweight research surfaceU.S.-focused examples0Category votesFree, no signupPricing FreePlatforms - 18
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.
Best forQuant research · Factor screening · Strategy backtesting · Portfolio tracking · Financial data APIWatch-outsAdvanced research is paidAPI and DataMiner excluded from the Research trial0Category votesFree with signupPricing Free • From $25/moPlatforms - 19
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.
Best forMarket data API · Financial data API · Fundamentals data · Historical market data · Earnings transcript researchWatch-outsFree sandbox is limitedGlobal and advanced datasets require higher tiers0Category votesFree with signupPricing Free • From $22/moPlatforms - 20
Alpha Vantage is an API-first financial data provider for developers, students, quants, and analysts who need a simple API key for stock, ETF, mutual fund, FX, crypto, options, commodities, fundamentals, news, sentiment, and macroeconomic datasets. It is strongest for learning, prototypes, spreadsheets, and personal API workflows, but the free quota is small, premium endpoints require membership, and commercial use needs separate licensing.
Best forMarket data API · Financial data API · Historical market data · Options data · Fundamentals dataWatch-outsCommercial usage requires separate licensingFree quota is small0Category votesFree with signupPricing Free • Contact for pricingPlatforms - 21
Quartr is a qualitative public-market research platform for earnings calls, real-time transcripts, filings, reports, slide decks, analyst estimates, AI chat, and investor-relations data. The mobile app is useful for free earnings-call and transcript access, while Quartr Pro and Quartr API serve professional research, MCP, webhook, and data-integration workflows.
Best forEarnings transcript research · AI research workspace · Financial data API · Investment research workspace · Research reportsWatch-outsPro and API are contact-sales productsQualitative research focus0Category votesFree with signupPricing Free • Contact for pricingPlatforms - 22
Damodaran - Cost of Capital by Sector is a free NYU Stern industry WACC table for analysts who need a credible sector baseline for DCF models and cost-of-capital work. It provides beta, cost of equity, cost of debt, capital structure, tax-rate, and WACC estimates by U.S. industry, but it is an annual spreadsheet-style dataset rather than a company-specific WACC engine or live market-data tool.
Best forValuation modeling · Fair value research · Fundamental research · Fundamentals data · Stock researchWatch-outsSector baseline, not company WACCAnnual snapshot0Category votesFree, no signupPricing FreePlatforms - 23
Dividend Watch is a web-based dividend and portfolio tracker for long-term income investors who want dividend forecasts, calendars, DRIP tracking, safety scores, stock and ETF research, and broker sync in one place. It is strongest for dividend portfolio planning and paid safety-score workflows, while the free tier is intentionally small and the platform is not a broker or real-time market terminal.
Best forDividend analysis · Portfolio tracking · Portfolio alerts · Stock screening · Portfolio watchlistsWatch-outsFree tier is smallBest research is paid0Category votesFree with signupPricing Free • From $72/yrPlatforms - 24
Snowball Analytics is an EU-based portfolio and dividend tracker for retail investors who want multi-asset tracking, broker import, dividend analytics, benchmarking, fund look-through, backtesting, and mobile access. It is useful for long-term portfolio monitoring, but it is not a broker, registered investment adviser, tax filing product, or professional performance-composite system.
Best forPortfolio tracking · Portfolio analytics · Dividend analysis · Portfolio alerts · Strategy backtestingWatch-outsFree plan is intentionally limitedBroker sync requires paid tier0Category votesFree with signupPricing Free • From $79.99/yrPlatforms - 25
Trading Economics is a macro and markets data platform for browsing economic indicators, calendars, forecasts, market data, company financials, news, ratings, and corporate events, with paid REST API, WebSocket, spreadsheet, BI, and AI-assistant integrations. It is strongest for developers, analysts, and teams building dashboards, alerts, research apps, and macro data pipelines from one source. Guest credentials provide limited sample access, while Standard, Professional, and Enterprise plans govern real API use, streaming, rate limits, row limits, and commercial rights. It is data infrastructure, not a broker or investment-advice service.
Best forFinancial data API · Market data API · Historical market data · Market monitoring · AI agent data accessWatch-outsReal API use is paidRate and row limits apply0Category votesFree, no signupPricing Free • From $149/moPlatforms - 26
FullRatio is a visual fundamentals and stock-ratio research site for investors who want U.S. equity screeners, TTM financials, valuation ratios, dividend metrics, fair-value charts, industry benchmarks, and simple stock comparisons. It is strongest for learning and reviewing fundamental relationships without a professional terminal: ratio pages, dashboards, price-vs-fair-value views, bubble charts, and comparisons make the data easier to scan. It is not built for intraday trading, global multi-asset coverage, public API access, or live portfolio accounting.
Best forStock screening · Fundamentals data · Fundamental research · Valuation modeling · Visual stock researchWatch-outsUS equity focusDelayed and periodic data0Category votesFree with signupPricing Free • From $9.99/moPlatforms - 27
Monexa is a low-cost AI stock analysis workspace for investors who want screening, company dashboards, financial statements, DCF models, news, calendars, transcripts, SEC filings, analyst estimates, insider transactions, 13F Whale Tracker views, and congressional trading in one web app. Search intent is strongest around AI stock analysis, AI stock screeners, and whale tracking, so the copy should emphasize workflow depth without overstating the AI. Free access is useful but gated; Pro adds longer history, fuller transcripts, AI tools, saved models, exports, and deeper ownership views. Market data may be delayed, and AI output should be checked against filings, transcripts, and assumptions.
Best forAI research workspace · Stock screening · Valuation modeling · Fundamental research · Investor holdings researchWatch-outsMarket data may be delayedFree plan is meaningfully gated0Category votesFree with signupPricing Free • From $9.90/moPlatforms - 28
OnlyDividends is a privacy-first dividend-income tracker for investors who want to manually enter holdings, monitor dividend paydays, estimate net income after withholding tax, and visualize income trends without connecting a broker or bank. It is strongest for dividend investors who value simple portfolio income tracking, mobile access, multi-currency support, dividend calendars, health scores, and public dividend-stock pages. Free access tracks a small portfolio, while Premium raises the stock limit and adds priority support. It is not a brokerage, tax-lot system, rebalancer, public API, or full portfolio accounting product.
Best forDividend analysis · Portfolio tracking · Portfolio analytics · Portfolio alerts · Long-term portfolio trackingWatch-outsManual holdings onlyFree and Premium stock caps0Category votesFree, no signupPricing Free • Paid plans availablePlatforms - 29
Screener.in is an India-focused stock screener and fundamental-research platform for investors who want company pages, custom financial queries, watchlists, alerts, exports, filings, shareholding data, and Screener AI. It is strongest for Indian equity research where users care about query-language screens, decade-long fundamentals, quarterly-result alerts, corporate announcements, and mobile access. The free Hobby Investor plan is useful, while Active Investor Premium adds exports, more alerts, peer comparison depth, segment data, concall notes, product trends, and AI credits. It is not a global broker, trade-execution platform, or unlimited AI workspace.
Best forStock screening · Fundamental research · Stock research · Portfolio watchlists · AlertsWatch-outsIndia-focused coveragePremium gates workflow depth0Category votesFree with signupPricing Free • Paid plans availablePlatforms - 30
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.
Best forInvestment news · Market monitoring · Analyst ratings · Research reports · Fundamental researchWatch-outsMost value is behind a subscriptionMarket data has exchange delays0Category votesFree, no signupPricing Free • Paid plans availablePlatforms - 31
Zenvesto is a web-based stock, ETF, crypto, and benchmark portfolio tracker built around dashboards, watchlists, performance metrics, portfolio health scoring, AI-powered insights, market news, earnings calendars, CSV imports, and historical simulation. It fits stock portfolio tracker and AI portfolio tracker intent, but current public evidence supports conservative U.S. exchange coverage, finite plan limits, and manual or CSV workflows rather than broker sync. Use it when a modern dashboard and guided analysis matter more than tax-grade accounting or execution. It is not a broker, public API today, custodian sync product, wash-sale engine, or professional portfolio accounting system.
Best forPortfolio tracking · Portfolio analytics · Dividend analysis · Portfolio watchlists · Market monitoringWatch-outsCoverage claims need careAdvanced workflows are plan-gated or pending0Category votesFree with signupPricing Free • From $8.99/moPlatforms - 32
TipRanks is an investment research platform built around analyst ratings, price targets, expert rankings, Smart Score, AI stock analysis, news sentiment, insider signals, hedge-fund activity, and portfolio tools. It is strongest for investors who want to compare market opinions and stock forecasts quickly, with Premium and Ultimate unlocking more of the expert, portfolio, export, and AI workflow.
Best forAnalyst ratings · Quant ratings · Stock research · Portfolio analytics · Financial data APIWatch-outsBest tools are paidFree API and MCP quotas are small0Category votesFree with signupPricing Free • From $29.95/moPlatforms - 33
Damodaran Online is Aswath Damodaran's free NYU Stern valuation resource for investors, students, and analysts who need downloadable datasets, valuation models, equity risk premiums, country risk premiums, betas, multiples, and corporate-finance teaching material. It is a trusted manual research library, not a polished stock terminal, screener, alert product, or real-time data feed.
Best forValuation modeling · Fair value research · Fundamentals data · Research reports · Historical market dataWatch-outsAcademic resource, not softwareUpdate cadence varies0Category votesFree, no signupPricing FreePlatforms - 34
Digrin is a freemium web-based dividend portfolio tracker for dividend growth investors who want income calendars, portfolio statistics, tax estimates, DRIP handling, stock financials, and broker or CSV imports. It is strongest for self-directed dividend tracking, especially for Trading212 and Interactive Brokers users, but it is not a brokerage platform or broad research terminal.
Best forDividend analysis · Portfolio tracking · Portfolio analytics · Long-term portfolio tracking · Portfolio alertsWatch-outsBroker sync is narrowFree plan caps usage0Category votesFree with signupPricing Free • Paid plans availablePlatforms - 35
AlphaResearch is an AI-powered stock research platform for searching filings, transcripts, press releases, reports, notes, fundamentals, estimates, news, insider transactions, institutional ownership, and fund holdings. It is useful for document-heavy research and collaboration, but global coverage and spreadsheet add-ins are Enterprise features and the premium trial requires a credit card.
Best forAI research workspace · Earnings transcript research · Fundamental research · Stock screening · Insider and institutional trackingWatch-outsGlobal coverage is EnterpriseAPI specifics are not fully public0Category votesFree with signupPricing Free • From $49.99/moPlatforms - 36
Börsdata is a Nordic-first equity analytics, screening, and data platform for investors who want long-history fundamentals, thousands of ratios, strategy screens, ownership data, insider and short-selling context, technical charts, reports, watchlists, calendars, and API or spreadsheet access. It is strongest for Nordic stock research, while global coverage, holdings data, Excel/Sheets workflows, and REST API access depend on paid tiers and professional users are routed to Enterprise.
Best forGlobal stock screening · Stock screening · Fundamental research · Financial data API · Dividend analysisWatch-outsBest value is Nordic-firstAPI and global depth are paid-tier features0Category votesFree with signupPricing Free • Contact for pricingPlatforms - 37
Business Quant is a U.S. equities research, screening, KPI, and financial-data platform for investors who want fundamentals, operating metrics, segment data, analyst estimates, ratings, warnings, 13F ownership, insider trades, exports, and API access. It is strongest for U.S. stock research where business-driver KPIs matter, but free KPI depth is shallow and serious API, export, history, and commercial-use workflows require paid plans.
Best forStock screening · Fundamentals data · Financial data API · Investor holdings research · Insider and institutional trackingWatch-outsU.S.-focused coverageFree KPI depth is limited0Category votesFree with signupPricing Free • From $25/moPlatforms - 38
Calcbench is a professional SEC filing, XBRL, financial statement, disclosure, and Excel research platform for analysts who need traceable as-filed numbers, standardized accounting metrics, footnotes, redlines, proxy data, compensation data, M&A details, and API access. It is strongest for accounting-heavy U.S. equity research and data workflows, but meaningful access is priced for professional users and API access is sold separately from standard subscriptions.
Best forFundamentals data · Fundamental research · Financial data API · AI agent data access · Valuation modelingWatch-outsSEC-centered coverageAPI is a paid add-on0Category votesFree with signupPricing Free • From $6000/yrPlatforms - 39
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.
Best forStock screening · Technical screening · Charting · Stock research · Portfolio alertsWatch-outsDelayed market dataNot a broker or portfolio system0Category votesFree, no signupPricing Free • Paid plans availablePlatforms - 40
EveryTicker is a free U.S. stock research platform focused on undercovered public companies, including microcaps, nanocaps, and OTC names. Use it for fundamental reports, AI and traditional screening, watchlists, 13F ownership context, and investment-theme discovery before doing deeper diligence.
Best forStock research · Stock screening · Fundamental research · Visual stock research · Investor holdings researchWatch-outsU.S. stock focusNo public paid/API workflow0Category votesFree with signupPricing FreePlatforms - 41
FDIC BankFind Suite is the official free FDIC source for looking up FDIC-insured banks, branches, histories, structure changes, failures, financials, Summary of Deposits data, APIs, and bulk downloads. Use it when bank research needs primary-source U.S. government data rather than a commercial bank screener.
Best forFinancial data API · Fundamentals data · Historical market data · Stock research · Market monitoringWatch-outsBank-specific scopeAPI contract can change0Category votesFree, no signupPricing FreePlatforms - 42
Fidelity is a large U.S. brokerage for investors who want execution, account infrastructure, research, mobile apps, active-trader tools, options, bonds, mutual funds, fractional shares, and crypto inside one financial institution. It is strongest when brokerage access matters as much as research: $0 online U.S. stock and ETF trades sit alongside Fidelity Trader+, Active Trader Pro, streaming data, Level II, conditional orders, international trading, and integrated account reporting. It is not a public trading API or pure research terminal, and some workflows still carry contract, bond, crypto, regulatory, professional, or select ETF service fees.
Best forBrokerage trading · Broker-connected trading · Portfolio tracking · Options data · Market monitoringWatch-outsNot all trades are freeAdvanced products require eligibility0Category votesFree with signupPricing FreePlatforms - 43
FinancialData.Net is an API-first financial data platform for developers, analysts, spreadsheet users, and AI-agent builders who want broad market data, fundamentals, ownership, options, funds, ESG, calendars, news, Excel access, and MCP connectivity from one provider. It is strongest when breadth matters: stocks, ETFs, mutual funds, options, futures, crypto, forex, commodities, OTC securities, indices, filings-related datasets, and institutional/insider activity can sit behind one REST API. Serious use is paid, and compliance/security claims should be verified directly because the local profile does not include public audit reports.
Best forFinancial data API · Market data API · AI agent data access · Fundamentals data · Options dataWatch-outsSerious use is paidCompliance claims need verification0Category votesFree with signupPricing Free • From $19/moPlatforms - 44
Finbox is a web-based stock and ETF research platform for investors who want global screening, financial statements, fair-value estimates, valuation models, watchlists, investor portfolios, and spreadsheet exports in one workflow. It is strongest for valuation-led research: screens can lead into normalized financials, DCF and comparable-company models, dividend and earnings trackers, peer charts, and exportable model templates. It is not a public API product, and costs can rise with regions and Data Boost when exports or broader market coverage matter.
Best forStock screening · Fundamental research · Valuation modeling · Fair value research · Global stock screeningWatch-outsExports require paid add-ons or higher tiersNo public API0Category votesFree with signupPricing Free • From $120/yrPlatforms - 45
FT Markets is the Financial Times market-data portal for global equities, funds, ETFs, bonds, commodities, currencies, watchlists, portfolios, alerts, charts, and screeners. It is useful for readers who want credible market tools close to the FT news workflow rather than a standalone professional terminal. Free registration unlocks practical tracking tools, but deeper company data, director dealings, archive PDFs, and parts of the broader FT experience can require a subscription, and market data is delayed.
Best forMarket monitoring · Stock screening · ETF screening · Fund research · Portfolio watchlistsWatch-outsNot a standalone pro terminalSome depth sits behind FT subscription0Category votesFree with signupPricing Free • Paid plans availablePlatforms - 46
Gainify was an AI stock research and portfolio platform for global equities, combining screening, S&P Global-powered data, stock reports, valuation charts, AI analysis, earnings summaries, watchlists, portfolio tracking, investor activity, and insider/Congress trading signals. It should now be treated as a discontinued product: the canonical homepage says Gainify.io is closed and the service is no longer available. Use this profile for historical product research, comparison pages, and routing users toward live alternatives, not as a current signup recommendation.
Best forAI research workspace · Stock screening · Fundamental research · Valuation modeling · Portfolio trackingWatch-outsService is discontinuedLegacy pricing is not actionable0Category votesFree with signupPricing Free • From $9.92/yrPlatforms - 47
Macrotrends is a web-based historical charting, stock research, and macro data site for investors who want long-run stock prices, fundamentals, dividends, indices, commodities, exchange rates, interest rates, global metrics, and a simple stock screener. It is useful for quick visual context and historical series, especially when users need low-friction charts rather than a full research terminal. Some data, charts, downloads, or resources require Premium Access, with pricing shown at checkout and no monthly billing recorded in the current terms.
Best forHistorical market data · Stock screening · Fundamentals data · Charting · Market monitoringWatch-outsPremium gating is opaqueNo monthly billing per terms0Category votesFree, no signupPricing Free • Paid plans availablePlatforms - 48
Main Street Data is a visual stock research and company KPI platform whose legacy URL now redirects into The Fly / The Fly Pro packaging. It is useful for investors who want company-specific operating metrics, financial charts, comparisons, earnings calendars, transcripts, analyst items, and news in one browser workspace. Present it with the current product-identity caveat: Main Street Data branding has shifted, and deeper KPI history, transcripts, advanced charting, portfolios, and institutional workflows are tier-gated.
Best forStock research · Fundamentals data · Visual stock research · Earnings transcript research · Investment newsWatch-outsProduct identity changedAdvanced access is paid0Category votesFree with signupPricing Free • From $18.60/moPlatforms - 49
Marketlog is a web and mobile portfolio tracker for retail investors and active traders who want manual or broker-connected portfolios, dividend tracking, goals, target allocation, benchmarking, forecasts, alerts, market pages, calendars, and public or private portfolio sharing. It is useful for monitoring holdings and portfolio behavior across asset types, especially when users want mobile access and community portfolio browsing. It is not a broker, exchange, fiduciary, investment adviser, or public market-data API.
Best forPortfolio tracking · Portfolio analytics · Dividend analysis · Portfolio alerts · Long-term portfolio trackingWatch-outsNot a broker or adviserFree plan is small0Category votesFree with signupPricing Free • From $79.99/yrPlatforms - 50
MarketScreener is a broad global market news and stock research portal with quotes, watchlists, screeners, charts, calendars, analyst data, company financials, transcripts, ESG ratings, insider data, newsletters, and model portfolio content. It is useful for retail investors who want one content-heavy site for daily monitoring and global stock discovery. The tradeoff is tier gating: advanced screeners, reports, portfolios, decision-support tools, and some content require paid Access, Premium, or Expert subscriptions, with pricing that can vary by region and promotion.
Best forInvestment news · Global stock screening · Stock research · Analyst ratings · Market monitoringWatch-outsBest features are tier-gatedPricing varies by region and billing path0Category votesFree with signupPricing Free • From $34/moPlatforms
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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
- Website: 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.