★ A CURATED DIRECTORY OF FINANCIAL TOOLS AND RESOURCES ★
VOL. XCIV, NO. 247
Finbox Review, Pricing, and Features
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 exports require Starter plus Data Boost or Professional. Data Boost is priced per region and applies to all regions in the plan.
- Finbox does not offer a public API because of data-provider restrictions.
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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.
Starter Plus
Paid tier listed on the pricing page. Current inclusions were not available in the help center.
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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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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