VOL. XCIV, NO. 247
★ A CURATED DIRECTORY OF FINANCIAL TOOLS AND RESOURCES ★
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The Ledger Terminal Review, Pricing, and Features
Web-based fundamental stock research and valuation terminal built around one-page stock tearsheets. Core product combines SEC/EDGAR-derived financial statements, log-scale valuation charts, fair-value visualization, a 9-point quality checklist, stock screening, side-by-side comparison, watchlists, heatmaps, price/fair-value alerts, and educational blog/guide content. The site emphasizes long-term business analysis rather than trading execution; its Terms state it is not investment advice or a trading platform. Financial-statement data is parsed from SEC EDGAR filings; daily price data is disclosed as Yahoo Finance end-of-day data. No public API, broker/custodian sync, tax-lot accounting, trading, rebalancing, or native mobile/desktop app download was found. Mobile use is via responsive web browser. Coverage is led by 10,000+ US stocks; recent changelog entries also add ADR/foreign filer handling, UK/EU currency toggles, and Japanese TSE-listed stocks via EDINET. Pricing has a Free tier, a Pro subscription with monthly and annual billing, a 7-day trial, and a limited Founders annual tier. As of April 2026, the live pricing code shows a 30% limited-time annual Pro discount: $100.80 first year, then $144/year; Founders is $100.80/year locked forever.
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Pricing
Free • From $100.8/yr · 7-day trial · 3 plans
Free
Free tier for basic stock research, screener access, limited financial history, and limited watchlists.
Pro
Paid plan for serious fundamental investors; unlocks full historical data, valuation methods, quality checklist, comparison, exports, and unlimited research workflow.
Founders
Limited early-supporter annual plan with Pro features and a 30% discount locked in forever.
Key features
- One-page stock tearsheets with log-scale valuation chart, historical financial table, business description, segment revenue when reported, direct SEC filing links, and quality checklist.
- Financial-statement data is extracted directly from SEC EDGAR filings and validated through automated QA checks; SEC year links point users back to the source filings.
- Coverage of 10,000+ stocks, with up to 15 years of annual and quarterly history for Pro users and 2 years of financials for Free users.
- Valuation chart plots stock price on a logarithmic scale against fair value using four methods: P/E, P/FCF, P/CF, and P/OE owner earnings; official FAQ text describes both TTM-metric and 3-year-average normalization logic for the fair-value line.
- Nine-point quality checklist scores profitability, growth, capital efficiency, shareholder returns/yield, fair value, and balance-sheet health with pass/fail thresholds.
- Stock screener filters 10,000+ stocks across 200+ filters and 27 categories, including valuation, profitability, growth, balance-sheet, dividend, size, and quality metrics.
- Compare tool supports side-by-side fundamental comparison of up to five stocks.
- Market heatmap visualizes 1,000+ stocks grouped by sector and industry, with coloring by fair-value ratio and other fundamental metrics.
- Watchlists let users save and organize tracked stocks; free accounts can watch up to 3 stocks per list and Pro gets unlimited watchlists.
- Alerts support 50 metric types across valuation, profitability, growth, balance sheet, dividends, quality, price, and capital allocation.
- Recent-news module on stock pages shows relevant headlines from major financial outlets and press releases from wire services such as Business Wire.
- Discover feed / random tearsheet explorer helps investors browse stock ideas via valuation charts, key financials, and quality scores.
- Pro unlocks 15 years of data, all valuation methods, full quality checklist, Excel export, unlimited tearsheets, unlimited watchlists, multi-stock comparison, dark mode, and fresher cache.
- Authenticated users can request one-click extraction for stocks not yet in the database, with the pipeline running automatically and notifying by email.
- Responsive web interface works on mobile browsers without an app download.
Data partners
Primary source for U.S. company financial-statement data and direct filing links.
Disclosed source for daily end-of-day stock prices.
Japanese regulatory-filing source used for TSE-listed company support.
Charting layer used for interactive price-versus-fair-value charts.
Major financial outlets and wire services
Source family for recent-news headlines and press-release modules; Business Wire is named as an example wire service.
FAQ
Is The Ledger Terminal free?
Not entirely. The Ledger Terminal 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 The Ledger Terminal best for?
The Ledger Terminal is built for Retail Traders, Pro Retail, Long-term Investors, Value Investors, Quality Investors, Growth Investors + 3 more. It suits beginner, intermediate, and advanced users.
What platforms and connections does The Ledger Terminal support?
You can use The Ledger Terminal on Web. Integrations include Google Sign-In, Stripe, Supabase, SEC EDGAR source links, Yahoo Finance end-of-day price feed, and TradingView charting.
Which markets does The Ledger Terminal cover?
The Ledger Terminal covers North America, Europe, and APAC. Examples include US, GB, and JP. It tracks Stocks. 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
- Substack: Jera Value
Got questions or suggestions? I'm all ears!
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