VOL. XCIV, NO. 247
★ FINANCIAL TOOLS & SERVICES DIRECTORY ★
PRICE: 5 CENTS
Desktop‑first investing research tool with real‑time quotes, natural‑language stock Finder, curated news feed, and an earnings experience (instant press releases, live call audio, transcripts, summaries). Portfolio sync via Plaid (IBKR, Schwab, Robinhood, E*TRADE), plus manual entry. **Acquired by Wealthsimple on Aug 27, 2025**; standalone Fey service **winds down Sep 30, 2025** with refunds for remaining subscription balances.
Key features
- Finder: natural‑language stock screening (e.g., “undervalued tech with insider buying”, “Pelosi portfolio”) with editable filters; ~2s query‑to‑results.
- Earnings in real time: instant press‑release detection with ~0.8‑second summaries, live in‑app call audio, transcripts, and clear highlight cards.
- Live Pricing: vendor‑stated real‑time quotes (no 15‑min delay) for equities; analyst estimates, company financials, peer analysis, historical earnings, insider transactions.
- News & ‘For you’: curated, ad‑free news feed, daily recaps, and watchlist‑aware updates.
- Portfolio: broker sync via Plaid (Interactive Brokers, Charles Schwab, Robinhood, E*TRADE), multi‑account view, S&P comparison; optional manual portfolios; desktop widget.
- Students: free access for U.S..edu (up to 4 years); one‑click **Export to Excel**.
- Providers cited on pricing page: Nasdaq (equities), SEC (filings), Polygon (market data), Gemini (exchange).
- Desktop app for Apple Silicon & Intel; site indicates mobile “coming soon.”
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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?
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Starred Tools
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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.