VOL. XCIV, NO. 247
★ FINANCIAL TOOLS & SERVICES DIRECTORY ★
PRICE: 5 CENTS
Sunday, October 26, 2025
AI‑augmented equity research workstation with company dashboards (financials, estimates, insider trades, dividends, SEC filings, ownership), news with sentiment filters, an equity screener, watchlists, Whale Tracker (institutional portfolios/13F), and Congressional Trading. Pro unlocks AI reports (corporate finance, peer benchmarks, SWOT) and full transcript history/analysis.
Community votes (overall)
Key features
- Company dashboards with tabs for Financials, Estimates, Insider Transactions, Dividends, SEC Filings, Ownership, and Transcripts.
- AI Financial Analysis: executive overview, bull/base/bear scenario modeling, and financial‑health (cash, leverage, DuPont) refreshed each earnings cycle (Pro).
- AI Peer Analysis: benchmark valuation, growth, profitability, and capital returns vs. peers in one AI report (Pro).
- AI SWOT Analysis previews and full SWOT in Pro.
- Earnings call Transcripts with gated full history and transcript analysis in Pro.
- Analyst Estimates: consensus dashboards with price targets and 5‑year forecast unlock.
- News hub with AI Insights and sentiment filters (All/Positive/Negative/Neutral) plus site‑wide AI Chat.
- Ownership: institutional/13F holdings views and a dedicated Whale Tracker to track managers across quarters.
- Insider Transactions: rolling trends, cluster activity, largest trades, and buy/sell consensus for each ticker.
- Dividends: split‑adjusted history, latest payments, 5‑year CAGR, payout consistency, and streak metrics.
- Top‑level modules: Screener, Calendar, Watchlist, Whale Tracker, and Congressional Trading.
- Pro plan with 7‑day free trial and AI coverage for 500+ US tickers; marketing mentions a limited‑time 50% off monthly promo.
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.
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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.