How a tool gets researched, labeled, and ranked.

Read the vendor docs before the reviews. Show the criteria on the page. Keep reader votes away from my opinions and both away from anyone paying me. Fix what turns out to be wrong.

Written and edited by Jera Value · Reviewed August 23, 2026

Tools researched: 360
Used first-hand: 87
Editor picks: 38
Curated lists: 19

Live counts from the published catalogue.

How the research works

Directory research
The catalogue holds 360 investing tools. A record starts with vendor docs and published pricing, and it stays a research record rather than an endorsement.
Editorial labels
Tested means I used the product. Starred means I would pick it. Neither label is for sale, and neither promises the tool suits you.
Community rankings
Net reader votes set the order on community-ranked pages. An editor pick breaks a tie between equal scores, and nothing else moves a tool.
Editorial lists
A list is built for one job, weighing workflow fit, access, price, and the limits I hit. Free lists use the free-access definition the site maintains.
Stock research
Stock lists and ranking systems publish their method beside the result, with factor weights, universe rules, dates, and sources. They help you find ideas, not decide what to buy.
AI assistance
Automation helps me find candidates and catch pages that contradict each other. I decide what gets published, and the wording and the mistakes are mine.

What each label means

Tested: I used the product myself, long enough to have an opinion about it. 87 of the 360 tools carry it.
Starred: An editor pick. I would reach for it first in its category. 38 tools carry it today.
No label: A research record built from vendor docs, plan pages, and other public sources. Most of the catalogue sits here, and that is not a mark against a tool.

What this site does not claim

Complete coverage of any category.
Real-time pricing or feature accuracy.
That a tool fits your situation.
Investment advice of any kind.

Any page that reads like one of these is a mistake. Send it to me and I will fix it.

Rankings and corrections

How rankings are ordered

1
Net votes set the order
Community-ranked pages sort by upvotes minus downvotes. No other input moves a tool up the page.
2
Editor picks break ties only
When two tools hold the same score, the starred one sits above. That is the whole tiebreak.
3
Money stays out of the sort
Affiliate links and sponsorships change nothing about vote totals or position. I label paid placement wherever it exists.

Freshness and corrections

A verification date covers the facts I checked that day and nothing after it. Prices change, plans get renamed, features ship, and companies get bought. Check the vendor page before you pay for anything you read about here.

If a page is wrong, email support@findmymoat.com with the page URL, the claim you are disputing, and a source that backs your version. I fix confirmed errors and update the review date on that page.

Corrections cost nothing, and you do not need a business relationship with me to ask for one. For ownership and business model, read about Find My Moat.