VOL. XCIV, NO. 247
★ FINANCIAL TOOLS & SERVICES DIRECTORY ★
PRICE: 5 CENTS
Sunday, October 5, 2025
Best Free Financials Tools for Investors
Every product on this page includes a genuinely free tier, so you can plug trusted financials software into your workflow without swiping a card.
We filtered our full directory to focus on the 50 free financials 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 61 total financials tools, and the broader Find My Moat directory spans more than 205 investing platforms.
Top 10 picks
10 picks- 1
A global equities and funds data platform enhanced with AI-driven summaries and Copilot tools. Features range from screeners and dashboards to analyst estimates, ownership datasets, and filings. Plans are gated by data history, AI prompt limits, event counts, and export access. Enterprise unlocks click-through auditability into source filings and U.S. as-reported views, with exports rolling out internationally. The API provides fundamentals, KPIs, and delayed pricing. SOC 2 Type II certified with a public status page.
Category votes onlyPricing: Free, SubscriptionPlatforms: Web, Mobile, API - 2
A global equity research and value-investing platform with robust screening, backtesting, and portfolio tools. Features and data access depend on plan tier—Premium vs. Premium Plus—while enterprise-level users can license data directly via API. Add-ins for Excel and Google Sheets extend workflows, though usage caps apply to lower tiers. Alerts and mobile apps are included across paid plans.
Category votes onlyPricing: Free, SubscriptionPlatforms: Web, Mobile, API - 3
Global market analytics platform combining screeners, financials, charting, news, and portfolio tools. US equity data is a mix of live and 15-minute delayed quotes, Canada is delayed 15 minutes, and other markets are end-of-day. CSV exports are available, but certain fields such as detailed financials and analyst estimates are restricted. Advisor plans add client portfolio management, custodian integrations, and professional reporting. Options functionality is announced but not yet live.
Category votes onlyPricing: Free, SubscriptionPlatforms: Web, Mobile - 4
Equity research and portfolio platform based in Spain, offering global stock and ETF coverage. Features and markets scale by plan: Pro adds a single portfolio, Pro+ expands to unlimited portfolios and positions (with ETF support and a dividend calendar), and Unlimited unlocks worldwide coverage, full screener access, all transcripts, analyst estimates, projection editing, and AI summaries.
Category votes onlyPricing: Free, SubscriptionPlatforms: Web - 5
Free web portal for quotes, charts, news, watchlists, and simple portfolio tracking. Portfolios can include stocks, mutual funds, ETFs, and crypto, with returns shown using time-weighted calculations. Data freshness varies by source: some exchanges stream in real time, while others are delayed (e.g., 15 minutes for many equities, 10 minutes for CME futures, end-of-day for mutual funds). Currency and crypto quotes update every few minutes. Google Sheets supports the GOOGLEFINANCE() function for live data pulls, though no public REST API is offered.
Category votes onlyPricing: FreePlatforms: Web - 6
AI-assisted finance hub with quote and overview pages for stocks, ETFs, funds, and crypto. Free to use with search limits; Pro lifts caps and unlocks Pro/Deep Research. Enterprise Pro connects to data subscriptions like FactSet and Crunchbase and adds SSO/SCIM. Data providers are disclosed on each page. Not designed for trading execution.
Category votes onlyPricing: Free, SubscriptionPlatforms: Web, Mobile, Desktop - 7
Roic AI offers financial data, transcripts, screeners, and exports under a tiered plan structure. Free users get US-only annual financials with no downloads. Paid tiers expand to global coverage with quarterly/TTM data, Excel export, API access, and unlimited downloads. Enterprise plans unlock multi-user access, commercial API rights, and higher bandwidth. Earnings call transcripts are limited to US companies across all plans.
Category votes onlyPricing: Free, SubscriptionPlatforms: Web, API - 8
One of the largest investor communities online, blending crowdsourced research with data tools. Premium unlocks Quant Ratings and Factor Grades, stock and ETF screeners, advanced comparison tools with Excel/PDF export, broker syncing (via Plaid and SnapTrade), and AI-driven “Virtual Analyst” reports. PRO goes further with curated Top Ideas, Short Ideas, and the PRO Quant Portfolio. Market quotes are a mix of real-time and 15-minute delayed, depending on the exchange.
Category votes onlyPricing: Free, SubscriptionPlatforms: Web, Mobile - 9
Equity research and portfolio tracker built around visual stock reports and a proprietary “Snowflake” score. Uses S&P Global Market Intelligence data, with end-of-day pricing and intraday fundamentals/ownership refresh. Premium and Unlimited plans add broker linking (Plaid/SnapTrade), daily sync, more reports, and portfolio/screener limits. Unlimited members also get full Excel/CSV/PDF exports.
Category votes onlyPricing: Free, SubscriptionPlatforms: Web, Mobile - 10
A comprehensive equity and ETF research platform. The free site includes screeners, comparisons, corporate actions, and market calendars. The Pro plan unlocks unlimited CSV/Excel downloads, saved screeners, advanced analyst filters, full ETF holdings, and longer financial history. US quotes are real-time via Cboe, while international quotes are delayed or end-of-day. Financials come from S&P Global Market Intelligence, with 5 years shown free and 10 years on Pro.
Category votes onlyPricing: Free, SubscriptionPlatforms: Web, Mobile
- 11
A full-featured US and Canada equity, ETF, and mutual fund research suite. Stock Rover shines with its massive metrics library (up to 700 in Premium Plus), flexible screeners, portfolio analytics, fair value and margin of safety models, and detailed Insight panels with fundamentals, analyst ratings, news, and transcripts. It also offers Monte Carlo simulations, rebalancing tools, and downloadable PDF research reports. Broker sync and CSV imports make it easy to keep portfolios up to date, while exports to Excel or charts let you take analysis anywhere.
Category votes onlyPricing: Free, SubscriptionPlatforms: Web, Mobile - 12
A global equities research terminal and screener covering more than 100,000 stocks. Free plans are limited to US coverage, while Plus expands to global markets with 10 years of history, and Pro extends to 20 years, five years of analyst estimates, full transcript history with search, Excel exports, and deep fund ownership search. The platform is web-only, with no public API or dedicated mobile app.
Category votes onlyPricing: Free, SubscriptionPlatforms: Web - 13
A global, multi-asset charting and trading platform with advanced analytics, strategy backtesting, and broker connectivity. Features include Pine Script® v6 for custom indicators, server-side alerts, options chains with strategy builder, and multi-asset screeners. Real-time data feeds are sold as add-ons, with availability and pricing varying by exchange and region.
Category votes onlyPricing: Free, SubscriptionPlatforms: Web, Mobile, Desktop - 14
A large multi-asset investing portal offering global quotes, news, calendars, watchlists, screeners, and portfolio tools. The premium tiers (InvestingPro and Pro+) unlock unlimited alerts, advanced screeners, ProNews, deeper financial metrics, export functions, and 10-year history of company financials. Quotes may be delayed depending on the exchange and region.
Category votes onlyPricing: Free, SubscriptionPlatforms: Web, Mobile - 15
Free, ad-supported financial news and market data portal from Microsoft. Watchlists sync across web and mobile when logged into a Microsoft account. Quotes are delayed on most exchanges (10–20 minutes or end-of-day), with Nasdaq last-sale data in real time. Earnings calendar data is powered by Zacks, while fundamentals and charts come from Refinitiv.
Category votes onlyPricing: FreePlatforms: Web, Mobile, Desktop - 16
Open-source data and analytics platform with a REST API, Python SDK, and an enterprise workspace for custom dashboards and apps. The free Community plan includes unlimited dashboards and 20 AI Copilot queries per day. Pro adds collaboration features, Excel integration, secure deployment (VPC/on-prem), and export options. Infrastructure is SOC 2 Type II certified, with SSO support and a public status page.
Category votes onlyPricing: Free, SubscriptionPlatforms: Web, API - 17
A focused research platform for SEC filings and transcripts. The Pro plan adds powerful tools like document search, Excel table downloads, redlines, transcripts, and all-company screening with alerts. Enterprise subscribers get consolidated invoicing, usage reporting, and priority support.
Category votes onlyPricing: Free, SubscriptionPlatforms: Web - 18
A free research platform for US markets that combines filings, transcripts, ownership dashboards, IPO tracking, and ETF exposure tools. Users can set up near real-time filing alerts, search with advanced operators, and export results to CSV/Excel. CapEdge also connects to Deal Roadshow for access to IPO roadshows. There’s no public API; all functionality is delivered through the web app.
Category votes onlyPricing: FreePlatforms: Web - 19
US industry-level WACC dataset compiled by Prof. Aswath Damodaran. Includes sector betas, cost of equity, cost of debt (pre/after-tax), capital structure weights, and industry counts. Updated annually (January snapshot). Best used as a sector baseline; company-specific WACC should adjust for firm capital structure, tax, and risk. See 'Cost of Capital Central' for methodology deep-dives.
Category votes onlyPricing: FreePlatforms: Web - 20
Free academic resource curated by Professor Aswath Damodaran (NYU Stern). It hosts annually updated valuation and corporate-finance datasets, Excel models, webcasts, and online classes. Most datasets are refreshed every January, with country risk premiums also updated mid-year. Everything is openly accessible, with Excel downloads and archived historical data available.
Category votes onlyPricing: FreePlatforms: Web - 21
Dividend-focused web portfolio tracker and screener. Includes IBKR sync (daily for all users, on-demand for Supporter tier), dividend and earnings calendars with iCal export, CSV transaction export, and support for splits and DRIPs. Plan limits apply on portfolios, transactions, and historical horizons.
Category votes onlyPricing: Free, SubscriptionPlatforms: Web - 22
Global market-data API provider offering both REST and WebSocket access. The free tier includes delayed quotes (15–20 minutes), while premium plans unlock real-time streaming for US equities, forex, and crypto (up to 50 tickers). Intraday, tick-level, and certain specialized datasets are available as add-ons. Rate limits scale up to 1,000 requests per minute, with daily caps depending on plan tier.
Category votes onlyPricing: Free, SubscriptionPlatforms: Web, API - 23
Market data delivered through REST and WebSocket APIs. Plans scale by geography and depth: Starter covers U.S. markets, Premium adds UK/Canada and extended history, and Ultimate unlocks global coverage, transcripts, fund and 13F data, one-minute intraday, and bulk delivery options. Bandwidth and query limits vary by plan.
Category votes onlyPricing: Free, SubscriptionPlatforms: Web, API - 24
A popular stock screener and charting platform best known for its heat maps, visualization tools, and simple interface. The Free tier is ad-supported with delayed U.S. market data, while FINVIZ Elite unlocks real-time quotes (including pre- and after-hours), intraday chart layouts, backtesting, ETF full-holdings, exports and APIs, alerts, and larger portfolio/watchlist limits. Coverage is U.S. equities only. Elite includes a 7-day free trial with no credit card required.
Category votes onlyPricing: Free, SubscriptionPlatforms: Web, API - 25
A commercial API suite for SEC/EDGAR data, designed for developers, quants, and compliance teams. The free tier includes 100 calls per month. Paid tiers unlock higher rate limits, more data (5 GB vs 15 GB monthly, with $0.30/GB overage), and features such as multiple API keys or redistribution rights for enterprise users. The platform emphasizes speed, with new filings typically available in under 300 ms.
Category votes onlyPricing: Free, SubscriptionPlatforms: Web, API - 26
The official source of U.S. regulatory filings. EDGAR provides free public access through its web portal, JSON data APIs, and structured RSS feeds (updated every 10 minutes). Developers can use the APIs on data.sec.gov for submissions and XBRL datasets, while filers use separate EDGAR Next APIs that require tokens. No email alerting is provided—RSS is the only push channel. Automated access must respect fair-use guidelines, including a descriptive User-Agent.
Category votes onlyPricing: FreePlatforms: Web, API - 27
TipRanks is a retail research platform built around analyst rankings, Smart Score ratings, and screening tools. It offers forecasts, portfolios, alerts, and alternative datasets like insider activity and website traffic. Free users get basic access, while Premium and Ultimate tiers add deeper analytics, longer history, Excel/CSV exports, and broker-connected trading via TradeStation.
Category votes onlyPricing: Free, SubscriptionPlatforms: Web, Mobile - 28
Portfolio tracking and valuation platform with both free and premium tiers. The free plan supports a single portfolio with up to 20 holdings. Premium unlocks benchmarks, DEGIRO broker sync, and other features, with most price data updated every 15 minutes (some assets end-of-day). Automatic dividend adjustment is marked as 'coming soon' for Premium.
Category votes onlyPricing: Free, SubscriptionPlatforms: Web - 29
A U.S. equities research platform combining fundamentals, ownership data, and operating metrics. The free plan includes 15+ years of history with delayed updates. Pro subscribers get daily updates, KPI datasets, and data downloads, while Enterprise adds API access and rights for commercial use.
Category votes onlyPricing: Free, SubscriptionPlatforms: Web, API - 30
A web-based research suite combining stock/ETF screeners, charts, ratings, watchlists, and trading ideas. ChartMill supports server-side email alerts, custom screeners with advanced filters, and both technical and fundamental data. Analyst estimates and some premium data require a paid subscription. U.S. pre-market and after-hours coverage includes NYSE, NASDAQ, and AMEX.
Category votes onlyPricing: Free, SubscriptionPlatforms: Web - 31
Official FDIC hub to search FDIC‑insured institutions and programmatically pull institution demographics, branch locations, structural events (mergers/changes), failures & assistance transactions, Summary of Deposits (SOD), and financials. BankFind exposes a public REST API with JSON/CSV output and Elastic‑style filter syntax. Demographic data update weekly; financial data quarterly; SOD is annual (as of June 30). Keys are supported but currently not required. Bulk downloads limit: one quarter for financials and one year for SOD per request.
Category votes onlyPricing: FreePlatforms: Web, API - 32
The Financial Times’ markets portal combines global market data with watchlists, portfolios, alerts, and screeners. Free registration unlocks basic tools, while an FT subscription is needed for deeper features like director dealings, detailed company financials and forecasts, and access to the Data Archive PDFs. Market data is delayed at least 15 minutes, with equity prices sourced from LSEG and fund data provided by Morningstar.
Category votes onlyPricing: Free, SubscriptionPlatforms: Web, Mobile - 33
Financial data vendor offering flexible dataset-level subscriptions and bulk one-time downloads. Real-time options require OPRA licensing, though a lighter 'OptionsEdge' product avoids that complexity. Data is delivered via REST, WebSocket, CSV, or integrations like Snowflake, S3, and FTP.
Category votes onlyPricing: Subscription, One-timePlatforms: Web, API - 34
Free web-based portal for long-run charts and datasets across stocks, commodities, indices, FX, and macro indicators. Many series span 50–100+ years. Features include a stock screener and CSV downloads. Some content is gated by registration, and Terms mention fee-based premium products. No public API is advertised.
Category votes onlyPricing: Free, OtherPlatforms: Web - 35
Visual-first stock research platform with two tiers: Starter (free) includes curated charts, 10 years of financials, basic charting, and an earnings calendar. The Plus plan ($468/year) adds a KPI library, 30+ years of financial data, advanced charting, company comparisons, call transcripts, analyst estimates, calendar sync, curated groups, and multiple watchlists.
Category votes onlyPricing: Free, SubscriptionPlatforms: Web - 36
A global financial-news portal from Dow Jones that combines market data, news, analysis, and investor tools. Real-time Nasdaq last-sale quotes are included, while most other intraday prices run on a standard 15-minute delay. Premium newsletters and in-depth articles are gated behind a subscription. Mobile apps extend the experience with push alerts and watchlist syncing.
Category votes onlyPricing: Free, SubscriptionPlatforms: Web, Mobile - 37
Morningstar’s flagship research and portfolio platform for individual investors. Free users get access to screeners and quotes, while subscribers unlock analyst reports, expanded data, and premium ratings. A 7-day trial is available. Canceling a subscription also removes access to saved portfolios, watchlists, and screens.
Category votes onlyPricing: Free, SubscriptionPlatforms: Web, Mobile - 38
Nasdaq’s official portal for quotes, news, filings, calendars, and investor tools. Free users can access watchlists, portfolios, and market data, while premium Smart Portfolio (powered by TipRanks) adds broker syncing and advanced analytics. U.S. quotes stream in real time via Nasdaq Basic/NLS, though extended-hours data is typically shown with a 15-minute delay.
Category votes onlyPricing: Free, SubscriptionPlatforms: Web, Mobile - 39
Portfolio analytics platform with screeners, optimizers, and backtesting. The free tier includes 10 years of data and basic calculations. Plus extends coverage to 40+ years and 200 calculations per month, while Pro unlocks unlimited calculations, 500 holdings per portfolio, CSV import/export, and screener exports. Enterprise offers an API, data-feed integration, and white-labeling. Broker sync is not supported; CSV imports are recommended.
Category votes onlyPricing: Free, SubscriptionPlatforms: Web - 40
Reuters is a global news site with a dedicated Markets section covering equities, bonds, currencies, and commodities. Company pages feature charts, financials, and key metrics with data supplied by LSEG. Mobile apps allow watchlists and push alerts. Quotes are delayed by about 15 minutes (per exchange rules). Access is free with registration in many regions, while digital subscriptions are rolling out in others.
Category votes onlyPricing: Free, SubscriptionPlatforms: Web, Mobile - 41
India’s go-to platform for stock screening and fundamental analysis. Offers a free Hobby Investor plan and a Premium “Active Investor” plan (₹4,999/year). Premium unlocks extras like CSV downloads, industry filters, multiple watchlists, and higher alert limits (up to 800 stock alerts, 75 screen alerts, 50 phrase alerts). Premium users also get priority email delivery and ₹500 in AI credits. Refund window of 48 hours. The Android app extends full functionality to mobile.
Category votes onlyPricing: Free, SubscriptionPlatforms: Web, Mobile - 42
Portfolio tracking and analytics platform with daily price and dividend updates. The Free plan supports 1 portfolio (50 orders, 10 holdings). Basic ($10/mo) expands to 3 portfolios, 500 orders, and a performance dashboard. Pro ($30/mo) offers 10 portfolios with unlimited orders and holdings. Dividends and splits are recorded automatically. Orders can be entered manually or imported.
Category votes onlyPricing: Free, SubscriptionPlatforms: Web, Mobile - 43
EU-built stock research platform focused on U.S. markets. Features real-time options flow (Benzinga), 15‑min delayed dark-pool prints, analyst targets/ratings, hedge-fund 13F explorer, U.S. Congress trades, earnings calendar/news feed, business metrics, watchlists and alerts, plus an AI Agent for conversational research. Market data/fundamentals/ETF analytics are sourced from Financial Modeling Prep; options chains from Intrinio (OPRA). Company is Stocknear GmbH (Siegen, Germany). No public API as of Sept 2025.
Category votes onlyPricing: Free, SubscriptionPlatforms: Web - 44
Stocktwits is a social platform for investors that blends real-time community sentiment with news, earnings calendars, and symbol pages covering both fundamentals and price data. Users can join for free or upgrade to Ad Free or Edge subscriptions, while enterprise clients can request API access. Market data is powered by providers like Xignite, BATS BZX (real-time quotes), Quartr (earnings calls), and CoinGecko (crypto). The developer portal is online but not currently accepting new app registrations.
Category votes onlyPricing: Free, SubscriptionPlatforms: Web, Mobile - 45
Global business and markets coverage with a deep Market Data Center. Many articles and tools sit behind a WSJ Digital subscription, though some newsletters remain free. Market data pages attribute pricing and fundamentals to FactSet and Dow Jones Market Data; U.S. last-sale quotes are via Nasdaq, and other quotes may be delayed.
Category votes onlyPricing: Free, SubscriptionPlatforms: Web, Mobile - 46
India-focused research and portfolio platform for stocks, mutual funds, and ETFs. It offers end-of-day screening data, linked broker integration for unified portfolios and trading, and event-driven alerts. Free accounts provide core features, while Pro unlocks unlimited custom filters, CSV exports, advanced alerts, and access to historical Market Mood Index data and index constituents.
Category votes onlyPricing: Free, SubscriptionPlatforms: Web, Mobile - 47
A dividend-focused portfolio tracker for US investors. Free users can link one brokerage account, create unlimited manual portfolios, and set up basic dividend alerts. Premium unlocks unlimited linked accounts, advanced alerts (ex-date and payment), the TYD Dividend Safety Score, screeners, watchlists, research tools, and an ad-free experience. Broker linking is handled through Plaid, with nightly account updates. Premium comes with a 7-day free trial and money-back guarantee.
Category votes onlyPricing: Free, SubscriptionPlatforms: Web - 48
Interactive valuation platform where you can build, adjust, and share stock models. It supports a full Excel round-trip (download your scenarios into Excel; upload spreadsheets back into Trefis to auto-generate dashboards). Models can be exported to PDF, Excel, or image. Market data and consensus EPS come from QuoteMedia, with a disclosed 15–20 minute exchange delay. Both free and paid plans are available.
Category votes onlyPricing: Free, SubscriptionPlatforms: Web - 49
Equity research and portfolio platform with coverage of both India and US markets. Screener alerts, backtests, and data downloads are tiered by plan—for example, screener alerts refresh as often as every 15 minutes on Pro/Pro Plus, backtest limits range from 200 to 1200 per year, and data exports expand from 2,000 rows to unlimited. Excel and Google Sheets integration is available on higher plans, with global access on Pro Plus. Broker sync works with major Indian brokers, and transcripts include AI summaries for faster digestion.
Category votes onlyPricing: Free, SubscriptionPlatforms: Web, Mobile - 50
One of the most widely used finance portals, offering global market coverage, news, screeners, and portfolio tools. A free plan provides core features, while paid Silver and Gold tiers add extras such as research, enhanced filters, and historical data downloads. Real-time vs delayed quotes vary by exchange, and mobile apps support price alerts and personalized news.
Category votes onlyPricing: Free, SubscriptionPlatforms: Web, Mobile
Ready for the full lineup? Compare all 61 financials tools, including premium upgrades and advanced tiers.
View full Financials 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.