★ A CURATED DIRECTORY OF FINANCIAL TOOLS AND RESOURCES ★
VOL. XCIV, NO. 247
Trefis Review, Pricing, and Features
Trefis combines public company data, valuation models, risk and return comparisons, trade ideas, and model portfolios. Its software also converts Excel models into web dashboards. Paid research and software plans start at $19.95 per month.
Best for
- Investors who want public valuation, financial, return, drawdown, and peer data on individual stocks.
- People who want to change driver assumptions in a Trefis Price model and compare the resulting valuation.
- Analysts converting Excel models into shareable scenario dashboards.
Watch out
- Public pages are free, but paid plans limit monthly data views, research dashboards, PDF reports, spreadsheet exports, or created dashboards.
- Trefis Price estimates depend on forecasts and discount assumptions that users should inspect and challenge.
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Pricing
Free • From $19.95/mo · 7-day trial · Enterprise · 6 plans
Free public pages
Research and Data Essential
Research and Data Premium
Software Basic
Software Professional
Business or Enterprise
Key features
- Review company pages with valuation ratios, financial results, forward consensus estimates, ETF exposure, peer comparisons, and price behavior.
- Compare annual returns, monthly win rates, maximum drawdowns, and past market-shock losses against peers and the S&P 500.
- Browse current trade ideas and their forward return and drawdown records by strategy.
- Use Trefis Price models to change business-driver forecasts and produce a personal valuation estimate where a model is available.
- Inspect the sum-of-the-parts and DCF assumptions behind a Trefis Price estimate.
- Convert Excel models into web dashboards with Trefis Software and save revised scenarios.
- Download PDF reports or spreadsheet data on the paid plans that include those exports.
- Choose a $19.95 or $59.95 monthly Research and Data plan, or a Software plan at the same two prices.
- Use the seven-day trial only if you are comfortable providing a card and canceling before it converts to paid access.
- Trefis does not provide brokerage execution, portfolio accounting, or personalized investment advice.
FAQ
Is Trefis free?
Not entirely. Trefis includes a free tier, but its paid subscription and other options unlock more capacity. Visit the vendor site for current limits and pricing. A 7-day free trial is available on select plans. Enterprise quotes are handled directly with the vendor.
Who is Trefis best for?
It suits beginner, intermediate, and advanced users.
What platforms and connections does Trefis support?
You can use Trefis on Web.
Which markets does Trefis cover?
Trefis covers North America, Europe, and APAC. 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
- Website: Jera Value
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