VOL. XCIV, NO. 247
A CURATED DIRECTORY OF FINANCIAL TOOLS AND RESOURCES
Finbox Review, Pricing, and Features
Finbox
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 for
- Investors who want screening, company financials, valuation models, and watchlists in one web service.
- Investors who want editable valuation models and peer comparisons.
- Analysts who need spreadsheet exports and do not need a public API.
Watch out
- CSV downloads require Executive, Professional, or Starter plus Data Boost. The full configurator prices Data Boost per region.
- Finbox does not offer a public API because of data-provider restrictions.
Community votes (overall)
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Pricing
Free • From $120/yr · 5 plans
Free
A free account is available.
Starter
Includes US-listed stocks and costs $120 per year.
Executive
Listed on the main pricing page with US and European coverage; absent from the full configurator.
Professional
Includes all regions and Data Boost.
Data Boost add-on
Adds exports to a Starter plan. It applies to every region in the plan.
Key features
- Screen more than 100,000 stocks on over 130 exchanges with more than 1,000 metrics, filters, saved screens, and watchlist imports.
- Review 10 years of normalized financials, valuation ratios, forecasts, metric definitions, and calculation examples.
- Inspect and edit valuation models, including discounted cash flow, comparable-company, and dividend discount models.
- Edit financial models online, review validation checks, share model links, and export models to Google Spreadsheets or Excel with formulas intact.
- Build watchlists with custom columns, bulk ticker imports, filters, and price targets.
- Start from company themes and disclosed investor portfolios.
- Compare companies with charts, saved chart templates, and peer benchmarks.
- Track dividends, upcoming earnings, analyst forecasts, and estimate revisions.
- Starter covers US-listed stocks. Additional regions and export access cost more.
- The service does not provide brokerage execution, tax-lot accounting, or a 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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Information
Who runs this
I'm Jera Value, and I write every record here myself. I'm an independent investor who likes code and value investing, and I keep these notes because I use the tools for my own research. When a page is wrong, I fix it and say so.
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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.