★ A CURATED DIRECTORY OF FINANCIAL TOOLS AND RESOURCES ★
VOL. XCIV, NO. 247
Finbox Review, Pricing, and Features
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.
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Pricing
Free • From $120/yr · 5 plans
Free
Free account is available (“get started free” per site messaging).
Starter
US region included; priced from $10/mo billed annually ($120/year).
Starter Plus
Paid tier listed on pricing page; inclusions beyond pricing are not verified in the help center.
Professional
Includes all regions and includes Data Boost for all regions.
Data Boost (add-on)
Add-on described as unlocking data exports and spreadsheet imports; priced at $20 per region per month and applies to all regions in your Starter plan.
Key features
- Screening for 100,000+ stocks across 130+ exchanges with 1,000+ metrics, filters, columns, sorting, saved screens, and watchlist import workflows.
- Research coverage for companies through Data Explorer, Financials Explorer, 10 years of normalized financials, valuation ratios, forecasts, and metric definitions.
- Fair-value estimates backed by valuation models such as DCF, comparable-company analysis, dividend discount models, Earnings Power Value, DuPont Analysis, and cost-of-capital templates.
- Edit financial models online, review validation checks, share model links, and export models to Google Spreadsheets or Excel with formulas intact.
- Tools for building watchlists with custom views, custom columns, bulk ticker import from CSV or Excel, filtering, and per-stock price targets.
- Ideas, themes, famous-investor portfolios, and forkable lists to kickstart new screens or watchlists.
- Comparison tools for companies with charts, chart templates, peer benchmarking, fundamentals visualization, and stock/ETF comparison workflows.
- Tracking dividends, upcoming earnings, analyst forecasts, and recent estimate revisions inside the research workflow.
- Pricing structure: Starter includes the U.S. region, additional regions cost more, and CSV exports require Starter plus Data Boost or Professional.
- Finbox when you want a valuation and screening workspace, not brokerage execution, tax-lot accounting, real-time trading, or a documented public API.
Data partners
S&P Global Market Intelligence
Finbox states forecasts are sourced from Standard & Poors Market Intelligence and references a broader data partnership for coverage.
FAQ
Is Finbox free?
Not entirely. Finbox includes a free tier, but its paid subscription options unlock more capacity. Visit the vendor site for current limits and pricing.
Who is Finbox best for?
Finbox is built for Retail Traders, Pro Retail, Analysts, Financial Advisors, and Asset Managers. It suits beginner, intermediate, and advanced users.
What platforms and connections does Finbox support?
You can use Finbox on Web. Integrations include Microsoft Excel and Google Spreadsheets.
Which markets does Finbox cover?
Finbox covers North America, Europe, APAC, LatAm, Middle East, and Africa. It tracks Stocks and ETFs. Identifiers include Ticker.
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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
- Website: Jera Value
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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.