VOL. XCIV, NO. 247
FIND MY MOAT EDITOR PICKS
Editor order · Top 18 tools
Best Stock Analysis Tools, Software & Websites
Compare research platforms by workflow, pricing, free access, and limitations. Then open the review that fits the way you invest.
Stock analysis software covers different jobs, from everyday company research and fast screening to visual fundamentals and customizable market dashboards. This list compares free and paid platforms by current pricing, access limits, workflow fit, and community feedback. Start with the quick decision guide, then open the full ranking for deeper due diligence.
Editor-ranked · Global vote totals · Not financial advice
Choose by stock analysis workflow
Only want free options?Everyday company research
Stock Analysis
Financial statements, ratios, and analyst forecasts, with screeners and watchlists on top. Most pages open without an account, so it is the quickest way to check a ticker.
Custom dashboards and macro
Koyfin
Charts, custom dashboards, and ETF breakdowns across equities, rates, currencies, and commodities. Built for people who want one screen they arranged themselves.
Global markets and economic data
Investing.com
Quotes, charts, and screeners for markets well outside the US, plus market news and an economic calendar that tracks central bank meetings and data releases.
Visual long-term research
Simply Wall St
Company reports drawn as pictures rather than tables, with fair-value estimates, dividend history, and a health check across the holdings you add.
Top 10 Tools
- 1Top pick
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 - 2
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 - 3
Koyfin is a web and mobile research terminal with dashboards, charts, screens, portfolios, news, alerts, transcripts, and market data across equities, funds, macro, FX, commodities, crypto, and yield curves. Free access shows the workflow; paid and Advisor tiers add history, reports, alerts, integrations, and client portfolios. There is no public API.
Best forInvestment research workspaceStock screeningChartingPortfolio analyticsMarket monitoringWatch-outsNo public APISome downloads are vendor-restricted - 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
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 - 6
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 - 7
Stockopedia combines StockRanks, StockReports, GuruScreens, factor-style screens, Folios, alerts, and exports across selected regions. It suits disciplined Quality, Value, and Momentum research, not brokerage execution or API-based data delivery.
Best forFactor screeningStock screeningFundamental researchPortfolio alertsPortfolio trackingWatch-outsSubscription-only productNo public API - 8
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 - 9
Morningstar Investor is a subscription research service for ratings, analyst reports, fair values, moat research, screens, and portfolio analysis across stocks, funds, and ETFs. It suits long-term research more than active trading or broker automation.
Best forStock researchFund researchStock screeningFair value researchPortfolio analyticsWatch-outsSubscription-only retail productTrial eligibility is limited - 10
Finbox combines global stock screens with company financials, valuation models, charts, watchlists, and spreadsheet exports. Investors can move from a screen into a company model or peer comparison. Regional access and export rights depend on the subscription.
Best forStock screeningFundamental researchValuation modelingFair value researchGlobal stock screeningWatch-outsExports require paid add-ons or higher tiersNo public API
- 11
FAST Graphs charts earnings, cash flow, dividends, forecasts, valuation, and price over long periods. Portfolio views connect holdings to the same company data.
Best forValuation modelingFundamental researchDividend analysisStock screeningPortfolio trackingWatch-outsNo permanent free tierPremium gates several research features - 12
Portfolio123 combines stock and ETF screens, ranking systems, point-in-time backtests, portfolio tracking, broker links, DataMiner, and API access.
Best forQuant researchFactor screeningStrategy backtestingPortfolio trackingFinancial data APIWatch-outsAdvanced research is paidTrial terms differ by entry point - 13
FINVIZ is a fast U.S. stock screener with heat maps, quote pages, news, insider activity, and watchlists. It turns a market overview into a stock list using fundamental and technical filters. The free version is delayed; Elite adds real-time data, intraday charts, alerts, exports, API access, and deeper ETF and portfolio tools.
Best forStock screeningMarket mapsTechnical screeningInsider and institutional trackingPortfolio watchlistsWatch-outsU.S. market coverageFree data is delayed - 14
Seeking Alpha combines market news, contributor research, Quant Ratings, analyst ratings, portfolio alerts, screens, and earnings transcripts. It is useful for idea generation and monitoring. Premium and PRO add deeper research, AI summaries, full transcripts, factor grades, and portfolio tools.
Best forStock researchInvestment newsQuant ratingsPortfolio alertsEarnings transcript researchWatch-outsFree access is limitedBest research features require Premium or PRO - 15
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 - 16
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 - 17
YCharts is a professional charting and reporting platform for market data, fundamentals, economics, portfolios, comparisons, and client-ready visuals. It suits advisors and analysts building repeatable research or reports, not retail brokerage execution.
Best forAdvisor client reportingPortfolio analyticsMarket monitoringChartingStock screeningWatch-outsPricing is sales-ledAdvisor and institutional fit - 18
ShareScope combines stock and fund research, screens, charts, news, alerts, and portfolio management, with a UK focus and additional U.S., Canadian, and European coverage. ShareScope Pro adds real-time LSE Level 2.
Best forStock screeningStock researchPortfolio trackingTechnical analysisPortfolio alertsWatch-outsPrivate non-professional licenceNo permanent free plan
Prefer free stock analysis tools?
See the 13 stock analysis tools with durable free tiers.
Explore free stock analysis toolsBest Stock Analysis Tools, Software & Websites FAQ
Is this page for stock analysis software or stock screeners?
This page is broader than stock screeners. It includes stock analysis software, tools, and websites for research workflows such as fundamentals, valuation, charting, screening, and quantitative analysis.
How is this different from a stock research websites page?
Stock research websites are browser-first destinations. This list can also include desktop or platform-style software when the product supports deeper analysis workflows beyond reading research pages.
Do trading platforms belong on this list?
Only when analysis is a core part of the product. Execution-first broker apps, order routing tools, and trading terminals fit better on the stock trading software list.
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Feedback
Spot something off, stale, or missing? Tell us how this list, vote tallies, or a tool listing could be better.
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.