★ A CURATED DIRECTORY OF FINANCIAL TOOLS AND RESOURCES ★
VOL. XCIV, NO. 247
Monexa Review, Pricing, and Features
Monexa is a low-cost AI stock analysis workspace for investors who want screening, company dashboards, financial statements, DCF models, news, calendars, transcripts, SEC filings, analyst estimates, insider transactions, 13F Whale Tracker views, and congressional trading in one web app. Free access is useful but gated; Pro adds longer history, fuller transcripts, AI tools, saved models, exports, and deeper ownership views. Market data may be delayed, and AI output should be checked against filings, transcripts, and assumptions.
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Pricing
Free • From $9.90/mo · 7-day trial · 2 plans
Free
Free workspace access; core research features without credit card.
Pro
Full research + AI + modeling toolkit; 7-day free trial; billed monthly.
Key features
- Dashboard, News, AI Chat, Calendar, Screener, Watchlist, Whale Tracker, and Congressional Trading modules from one web workspace.
- Screening for stocks with saved screeners, templates, custom filters, and plan-based saved-screen limits.
- Research coverage for global company pages with financial statements, valuation metrics, stock charts, comparison tools, and plan-based history depth.
- Views for reviewing SEC filings by filing type, filing date, CIK, and source-document view actions.
- Work through earnings calls with transcript history, search, AI summaries, and AI analysis where plan access permits.
- Views for reviewing analyst estimates, price targets, consensus data, insider transactions, and SEC-sourced insider buy or sell tables.
- Tools for building DCF models and projections, save guided or advanced models, and export to Excel on Pro where supported.
- Whale Tracker and institutional ownership views for 13F context, with Pro advertising access to all funds in the plan table.
- Tracking market and company news with AI Insights, premium-source access, custom newsfeeds, and earnings calendar export or copy-link controls.
- Limits: free access is gated, market data may be delayed, no public API is advertised, and AI analysis needs source and assumption checks.
Data partners
Financial exchanges / third-party providers
Monexa states market data is provided by financial exchanges and third-party data providers and may be delayed.
FAQ
Is Monexa free?
Not entirely. Monexa includes a free tier, but its paid subscription options unlock more capacity. Visit the vendor site for current limits and pricing. A 7-day free trial is available on select plans.
Who is Monexa best for?
Monexa is built for Retail Traders, Pro Retail, Analysts, Long-term Investors, Value Investors, and Growth Investors. It suits beginner, intermediate, and advanced users.
What platforms and connections does Monexa support?
You can use Monexa on Web.
Which markets does Monexa cover?
It tracks Stocks, ETFs, Bonds, Commodities, and Funds. 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
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.