VOL. XCIV, NO. 247
★ A CURATED DIRECTORY OF FINANCIAL TOOLS AND RESOURCES ★
PRICE: 0 CENTS
Monexa Review, Pricing, and Features
Web-based, AI-powered financial analysis platform with stock screening, company dashboards (financials, valuation, DCF modeling), news and earnings calendar, transcripts, SEC filings, analyst estimates, insider transactions, institutional/13F ownership views (Whale Tracker), and U.S. congressional trading module. Freemium pricing ($0 Free; $9.90/mo Pro with 7-day trial). Operated by Alpine Labs Ltda. (Brazil). Market data may be delayed by exchanges / third-party providers.
Community votes (overall)
Pricing
Free • From $9.9/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
- Web “Platform” includes Dashboard, News, AI Chat, Calendar, Screener, Watchlist, Whale Tracker, and Congressional Trading modules.
- Stock Screener supports saved screeners, templates, and custom filters (“Add Filter”).
- Markets “Global 30k+ companies” coverage; Free includes 5 years of financial history and 10 years of charting, while Pro includes 30 years of financial history and 30 years of charting.
- Company dashboards include an interactive stock chart with historical price data and comparison tools, plus multiple time ranges (e.g., 1M, 6M, YTD, 1Y, 3Y, 5Y, 10Y, 20Y, Max) and valuation metrics.
- SEC Filings pages group disclosures by filing type (e.g., 10‑K, 10‑Q, 8‑K, DEF 14A), showing filing dates and CIK with “View” actions.
- Earnings call transcripts library with “AI summary • Pro” and transcript “AI Analysis” on supported items; Free shows limited transcript access while Pro unlocks full history and analysis tools.
- Analyst estimates and price target / consensus tooling; Pro unlocks longer forecast/history access than Free.
- Insider transactions dashboard (from SEC per pricing) with transaction tables for buys/sells (insider name, role, date, shares, price, value, owned-after).
- Financial Modeling section describes “In-depth DCF analysis and projections” and exposes an Export control; Pro plan includes saved models (up to 30) and Excel export capabilities.
- Institutional ownership analytics explicitly references 13F context on ownership pages; Pro plan advertises Whale Tracker access to “All funds (10,000+).”
- Financial news hub includes “AI Insights” plus general market/company news; plans mention premium sources and AI-powered news feeds, plus custom newsfeeds (limited on Free, unlimited on Pro).
- Earnings announcements calendar includes filters and “Copy Link / Export” controls and states times are shown in ET.
- Security page states use of TLS (in transit) and AES (at rest), plus multi-factor authentication (MFA).
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.
Suggest an edit
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!
Got ideas for new features?
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.