VOL. XCIV, NO. 247
★ FINANCIAL TOOLS & SERVICES DIRECTORY ★
PRICE: 5 CENTS
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.
Key features
- Stock screener with over 700 financial metrics and flexible filtering across 8,000+ U.S. stocks.
- Extensive KPI and operating metrics library with 100,000+ datasets covering more than 1,800 companies.
- Integrated SEC filings (15+ years), institutional ownership via 13F reports, and insider trading disclosures (Form 4).
- Comparison modules for individual stocks, industry aggregates, time-series tables, and customizable charts.
- Download capabilities in CSV and Excel for most datasets and visualizations.
- Clear plan structure: Basic (free, delayed data), Pro (daily updates and exports), Enterprise (API access and commercial rights).
- Enterprise API provides REST endpoints with API key authentication, supporting both query mode and bulk Parquet downloads.
- Founded in 2014 as a U.S.-focused platform dedicated to making fundamentals and KPIs more accessible.
Suggest an edit
Information
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.