VOL. XCIV, NO. 247
★ FINANCIAL TOOLS & SERVICES DIRECTORY ★
PRICE: 5 CENTS
Visual-first stock research platform with two tiers: Starter (free) includes curated charts, 10 years of financials, basic charting, and an earnings calendar. The Plus plan ($468/year) adds a KPI library, 30+ years of financial data, advanced charting, company comparisons, call transcripts, analyst estimates, calendar sync, curated groups, and multiple watchlists.
Key features
- Visual dashboards and customizable curated charts for listed companies.
- Stock screener with simplified charting for fundamentals and performance.
- KPI library with 1,100+ company-specific operating metrics, over 10 years of history, and updates within hours of earnings releases (with retroactive adjustments for reporting changes).
- Standardized financials sourced from Finnhub (with Financial Modeling Prep referenced in pricing materials). KPI data comes directly from SEC filings and company reports.
- Earnings calendar included in the free plan; calendar sync available in Plus.
- Company comparison tools available in the Plus tier.
- Earnings call transcripts accessible by company in the Plus plan.
- Full analyst estimates (Plus only).
- Multiple watchlists available in the Plus tier.
- Support for international companies with figures converted into USD using real-time FX rates.
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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?
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!
Starred 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.