Best Free Valuation Models Tools for Investors

Portfolio123

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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.

Financial Modeling Prep (FMP)

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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.

Damodaran - Cost of Capital by Sector (US)

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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.

Alpha Spread

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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.

Beanvest

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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 in the current profile.

FullRatio

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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.

HedgeFollow

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HedgeFollow is a web research platform for tracking hedge funds, institutional holders, insider trades, ETF activity, ownership flows, stock pages, fund pages, and portfolio-builder workflows from SEC filings. It is strongest when investors want a fast, visual way to follow 13F, 13D/13G, and Form 4 activity without paying for a larger terminal. The major caveat is timing: 13F holdings are structurally delayed by the SEC reporting process, so the data is useful for research and pattern recognition, not live portfolio mirroring.

Monexa

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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.

Stockcircle

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Stockcircle is a web app for following disclosed investor portfolios, guru transactions, insider trades, U.S. Congress trades, ETF holdings, valuation pages, screeners, alerts, and Pro-only AI earnings-call summaries. It is strongest for retail investors who want idea generation from reported holdings and public transaction disclosures without manually combing through filings. Pro unlocks fuller history, full screener access, instant notifications, stock picks, ad-free use, and AI summaries. The data is useful but inherently incomplete because SEC reporting rules do not require every holding or smaller transaction to be disclosed.

Damodaran Online (NYU Stern)

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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.

Asset Allocation Interactive (AAI)

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Asset Allocation Interactive is Research Affiliates’ free capital-market-expectations and portfolio-construction tool for investors, advisors, and analysts comparing long-term expected returns across asset classes. It is strongest for strategic allocation work and model-portfolio scenarios, not for security selection, brokerage execution, tax tracking, or real-time portfolio monitoring.

Börsdata

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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.

ChartMill

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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.

Finbox

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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.

Gainify

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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.

MoatMap

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MoatMap is an AI stock screening and equity research tool with Quality, Value, and Momentum scoring, AI deep dives, insider-trade tracking, portfolio X-Ray, macro regime context, AI Top Picks, and investor-lens checks. It is attractive for fast idea validation and pay-as-you-go research, but premium usage depends on Feather credits and AI outputs still require investor review.

The Ledger Terminal

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The Ledger Terminal is a web-based fundamental stock research terminal built around one-page U.S. stock tearsheets, valuation charts, quality checks, screeners, comparisons, and SEC-linked financial history. It is aimed at long-term business analysis, not trading execution or portfolio accounting.

Track Your Dividends (TYD)

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Track Your Dividends is a dividend-focused portfolio tracker for U.S. investors, combining Plaid-linked accounts, manual portfolios, dividend alerts, income projections, and Premium research tools. It is useful for dividend monitoring, but deeper screening, scores, analysis, and unlimited linked accounts are paid.

Trefis

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Trefis gives investors interactive, driver-based stock valuation models that show how business assumptions can move an estimated share price. It is strongest for explainable scenario work and public company pages, with paid software positioned around turning model logic into shareable what-if dashboards.

Validea

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Validea is a factor and guru-strategy research site with stock and ETF model portfolios, guru analysis, factor reports, stock and ETF screeners, trend following, market valuation, portfolio correlation, strategy/ETF matching, alerts, videos, and newsletters. It is useful for systematic idea generation, but model returns are not actual trading results and paid plan pricing is not cleanly published on the reviewed pages.

Value Sense

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Value Sense is a fundamental stock research workspace for intrinsic value tools, stock ideas, screeners, backtesting, financial charts, transcripts, AI earnings summaries, smart-money tracking, dashboards, and valuation workflows. It is useful for value-oriented research, but model outputs require review, usage is plan-gated, and it is not a broker or registered investment adviser.

WallStreetZen

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WallStreetZen is a stock research and screening platform built around Zen Ratings, top analyst tracking, due diligence checks, forecasts, advanced screeners, price-move explanations, and watchlist updates. It fits individual investors who want plain-English research and quant-style grades, but it is US-stock focused and Premium-gated for the strongest ranking and analyst features.

Seeking Alpha

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Seeking Alpha is a stock research and investment news platform for investors who want market news, contributor analysis, Quant Ratings, analyst ratings, portfolio alerts, screeners, and earnings transcript research in one place. It is strongest for idea generation and ongoing monitoring, with Premium or PRO needed for deeper research, AI summaries, full transcripts, factor grades, and advanced portfolio tools.

Tweenvest

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Tweenvest is a web-based stock research app with company dashboards, screeners, watchlists, portfolio tracking, transcripts, valuation tools, and AI-assisted analysis. It is positioned for retail investors, especially European and Spain-aware workflows, with the best coverage and AI features reserved for higher tiers.

GuruFocus

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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.