VOL. XCIV, NO. 247
★ A CURATED DIRECTORY OF FINANCIAL TOOLS AND RESOURCES ★
PRICE: 0 CENTS
Saturday, January 17, 2026
Finbox Review, Pricing, and Features
Web-based stock & ETF research toolkit focused on screening, fundamentals, fair-value/valuation models, and watchlist workflows. Supports global screening across 100,000+ stocks and region/country/entity filters. Pricing is region-configurable: Starter includes the U.S. region and is priced from $10/mo billed annually ($120/year). CSV exports require Starter + Data Boost (or Professional); Data Boost is $20 per region per month and applies to all regions in your plan (cannot boost only specific regions). Professional includes all regions and includes Data Boost. Finbox does not offer a public API (per help center).
Community votes (overall)
Key features
- Stock screener with filters, columns, sorting, saved screens, and “import results to watchlist” workflow; exports are CSV and require Starter + Data Boost or Professional.
- Data Explorer with 1,000+ metrics plus metric definitions and example calculations.
- Financials Explorer covering 10 years of normalized financials, valuation ratios, and forecasts.
- Fair value estimates driven by valuation models (e.g., DCF, comparable-company analysis, dividend discount models) with underlying models/assumptions available for review.
- Online financial model editor with model validation checks; export models to Google Spreadsheets or Excel (formulas intact) and share model links.
- Watchlists with customizable views/columns, bulk ticker import (copy/paste from CSV/Excel), filtering, and per-stock price targets.
- Ideas / themes and investor portfolios can be used to kickstart watchlists (“fork an idea”), including portfolios of famous investors and themed lists.
- Charts + chart templates for time-series/fundamentals visualization and peer comparison for benchmarking across metrics.
- Dividends tracker and earnings tracker (incl. upcoming earnings plus analyst forecasts and recent revision tracking).
- Forecasts are sourced from Standard & Poors Market Intelligence and updated multiple times per day (per help center).
- No public API is offered (Finbox cites data-provider contract restrictions).
Data partners
Standard & Poors 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
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!
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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!
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Suggest on XStarred 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.