Finbox overlaps on Valuation Models, Financials, and Data Visualizations and pushes into Screeners and Stock Ideas with Trefis and is the quickest matchup to review first.
VOL. XCIV, NO. 247
★ FINANCIAL TOOLS & SERVICES DIRECTORY ★
PRICE: 5 CENTS
Friday, October 17, 2025
Matchup hub
Compare Trefis
Every head-to-head showdown featuring Trefis. Review coverage overlap, standout differentiators, and pricing context before you request demos.
Quick takeaways
Fiscal.ai, Stock Rover, and Stock Unlock keep freemium tiers so you can benchmark Trefis without committing budget.
Trefis rivals most often add coverage in Screeners, Watchlist, and Portfolio, so focus there when evaluating upgrades.
24
Matchups catalogued
18
Include free tiers
5
Offer mobile access
52%
Avg category overlap
Category heatmap
How Trefis stacks up
Spot the coverage themes most often compared against this tool and where rivals extend or lag.
Shared battlegrounds
Categories that appear in the majority of head-to-head matchups.
- Financials21
- Data Visualizations19
- Stock Comparison13
- Valuation Models11
- Blogs9
- Custom Dashboards1
Where rivals add depth
Common coverage areas that comparison partners introduce beyond Trefis.
- Screeners16
- Watchlist14
- Portfolio13
- Analyst Forecasts11
- Alerts10
- ETF Holdings10
Where Trefis stands alone
Categories that remain exclusive to Trefis across these matchups.
- Custom Dashboards23
- Blogs15
- Valuation Models13
- Stock Comparison11
- Data Visualizations5
- Financials3
Matchups
Dive into the full comparison roster
Start with the closest overlaps, then branch into tools that push Trefis into new workflows.
Finbox
83% overlap
Hands-on review
Finbox overlaps on Valuation Models, Financials, and Data Visualizations, adds Screeners, Stock Ideas, and Watchlist coverage while matching Trefis.
Shared categories
Finbox adds
- Screeners
- Stock Ideas
- Watchlist
- Investor Holdings
Trefis keeps to itself
- Custom Dashboards
Shared platforms
Web
Shared pricing
Subscription
Fiscal.ai
67% overlap
Editor’s pick
Hands-on review
Fiscal.ai overlaps on Valuation Models, Financials, and Data Visualizations, adds Screeners, Portfolio, and Watchlist coverage, keeps a free plan on the table while matching Trefis.
Shared categories
Fiscal.ai adds
- Screeners
- Portfolio
- Watchlist
- Alerts
Trefis keeps to itself
- Blogs
- Custom Dashboards
Shared platforms
Web
Shared pricing
Free
Subscription
Stock Rover
67% overlap
Editor’s pick
Hands-on review
Stock Rover overlaps on Valuation Models, Financials, and Data Visualizations, adds Screeners, ETF Screeners, and ETF Comparison coverage, keeps a free plan on the table while matching Trefis.
Shared categories
Stock Rover adds
- Screeners
- ETF Screeners
- ETF Comparison
- Correlation
Trefis keeps to itself
- Blogs
- Custom Dashboards
Shared platforms
Web
Shared pricing
Free
Subscription
Stock Unlock
67% overlap
Hands-on review
Stock Unlock overlaps on Valuation Models, Data Visualizations, and Stock Comparison, adds Screeners, ETF Overview, and ETF Holdings coverage, keeps a free plan on the table while matching Trefis.
Shared categories
Stock Unlock adds
- Screeners
- ETF Overview
- ETF Holdings
- Portfolio
Trefis keeps to itself
- Financials
- Custom Dashboards
Shared platforms
Web
Shared pricing
Free
Subscription
FullRatio
67% overlap
FullRatio overlaps on Valuation Models, Financials, and Data Visualizations, adds Screeners, Dividends, and Checklist coverage, keeps a free plan on the table while matching Trefis.
Shared categories
FullRatio adds
- Screeners
- Dividends
- Checklist
- Education
Trefis keeps to itself
- Blogs
- Custom Dashboards
Shared platforms
Web
Shared pricing
Free
Subscription
Visible Alpha
67% overlap
Visible Alpha overlaps on Financials, Data Visualizations, and Stock Comparison, adds Analyst Forecasts, Analyst Price Targets, and Analyst Recommendations coverage while matching Trefis.
Shared categories
Visible Alpha adds
- Analyst Forecasts
- Analyst Price Targets
- Analyst Recommendations
- Data APIs
Trefis keeps to itself
- Valuation Models
- Custom Dashboards
Shared platforms
Web
Shared pricing
Subscription
Business Quant
50% overlap
Business Quant overlaps on Financials, Data Visualizations, and Stock Comparison, adds Screeners, Scores, and Flags coverage, keeps a free plan on the table while matching Trefis.
Shared categories
Business Quant adds
- Screeners
- Scores
- Flags
- 13F
Trefis keeps to itself
- Valuation Models
- Blogs
- Custom Dashboards
Shared platforms
Web
Shared pricing
Free
Subscription
Godel Terminal
50% overlap
Godel Terminal overlaps on Financials, Data Visualizations, and Stock Comparison, adds News, Institutional Data, and Options & Derivatives coverage, keeps a free plan on the table while matching Trefis.
Shared categories
Godel Terminal adds
- News
- Institutional Data
- Options & Derivatives
- Screeners
Trefis keeps to itself
- Valuation Models
- Blogs
- Custom Dashboards
Shared platforms
Web
Shared pricing
Free
Subscription
GuruFocus
50% overlap
Editor’s pick
Hands-on review
GuruFocus overlaps on Valuation Models, Financials, and Stock Comparison, adds Screeners, Stock Ideas, and Portfolio coverage, keeps a free plan on the table while matching Trefis.
Shared categories
GuruFocus adds
- Screeners
- Stock Ideas
- Portfolio
- Backtesting
Trefis keeps to itself
- Data Visualizations
- Blogs
- Custom Dashboards
Shared platforms
Web
Shared pricing
Free
Subscription
Main Street Data
50% overlap
Hands-on review
Main Street Data overlaps on Financials, Data Visualizations, and Stock Comparison, adds Screeners, Watchlist, and Calendar coverage, keeps a free plan on the table while matching Trefis.
Shared categories
Main Street Data adds
- Screeners
- Watchlist
- Calendar
- Transcripts
Trefis keeps to itself
- Valuation Models
- Blogs
- Custom Dashboards
Shared platforms
Web
Shared pricing
Free
Subscription
OpenBB
50% overlap
OpenBB overlaps on Financials, Data Visualizations, and Custom Dashboards, adds APIs & SDKs, Sheets / Excel Add-ins, and Data APIs coverage, keeps a free plan on the table while matching Trefis.
Shared categories
OpenBB adds
- APIs & SDKs
- Sheets / Excel Add-ins
- Data APIs
- News
Trefis keeps to itself
- Valuation Models
- Stock Comparison
- Blogs
Shared platforms
Web
Shared pricing
Free
Subscription
Seeking Alpha
50% overlap
Editor’s pick
Hands-on review
Seeking Alpha overlaps on Financials, Data Visualizations, and Stock Comparison, adds Screeners, ETF Screeners, and Portfolio coverage, keeps a free plan on the table while matching Trefis.
Shared categories
Seeking Alpha adds
- Screeners
- ETF Screeners
- Portfolio
- Watchlist
Trefis keeps to itself
- Valuation Models
- Blogs
- Custom Dashboards
Shared platforms
Web
Shared pricing
Free
Subscription
Track Your Dividends (TYD)
50% overlap
Track Your Dividends (TYD) overlaps on Valuation Models, Financials, and Data Visualizations, adds Portfolio, Watchlist, and Dividends coverage, keeps a free plan on the table while matching Trefis.
Shared categories
Track Your Dividends (TYD) adds
- Portfolio
- Watchlist
- Dividends
- Alerts
Trefis keeps to itself
- Stock Comparison
- Blogs
- Custom Dashboards
Shared platforms
Web
Shared pricing
Free
Subscription
Damodaran Online (NYU Stern)
50% overlap
Editor’s pick
Hands-on review
Damodaran Online (NYU Stern) overlaps on Valuation Models, Financials, and Blogs, adds Interest Rates, Education, and Videos coverage, keeps a free plan on the table while matching Trefis.
Shared categories
Damodaran Online (NYU Stern) adds
- Interest Rates
- Education
- Videos
Trefis keeps to itself
- Data Visualizations
- Stock Comparison
- Custom Dashboards
Shared platforms
Web
Shared pricing
Free
FAST Graphs
50% overlap
FAST Graphs overlaps on Valuation Models, Financials, and Data Visualizations, adds Screeners, Portfolio, and Watchlist coverage while matching Trefis.
Shared categories
FAST Graphs adds
- Screeners
- Portfolio
- Watchlist
- Analyst Forecasts
Trefis keeps to itself
- Stock Comparison
- Blogs
- Custom Dashboards
Shared platforms
Web
Shared pricing
Subscription
Google Finance
50% overlap
Editor’s pick
Hands-on review
Google Finance overlaps on Financials, Data Visualizations, and Stock Comparison, adds Watchlist, Portfolio, and News coverage, keeps a free plan on the table while matching Trefis.
Shared categories
Google Finance adds
- Watchlist
- Portfolio
- News
- ETF Overview
Trefis keeps to itself
- Valuation Models
- Blogs
- Custom Dashboards
Shared platforms
Web
Shared pricing
Free
Stockopedia
50% overlap
Editor’s pick
Hands-on review
Stockopedia overlaps on Financials, Data Visualizations, and Blogs, adds Screeners, Stock Ideas, and Scores coverage while matching Trefis.
Shared categories
Stockopedia adds
- Screeners
- Stock Ideas
- Scores
- Checklist
Trefis keeps to itself
- Valuation Models
- Stock Comparison
- Custom Dashboards
Shared platforms
Web
Shared pricing
Subscription
Sure Dividend
50% overlap
Sure Dividend overlaps on Valuation Models, Financials, and Blogs, adds Stock Ideas, Scores, and Newsletters coverage while matching Trefis.
Shared categories
Sure Dividend adds
- Stock Ideas
- Scores
- Newsletters
Trefis keeps to itself
- Data Visualizations
- Stock Comparison
- Custom Dashboards
Shared platforms
Web
Shared pricing
Subscription
YCharts
50% overlap
Hands-on review
YCharts overlaps on Financials, Data Visualizations, and Stock Comparison, adds Screeners, ETF Comparison, and Portfolio coverage while matching Trefis.
Shared categories
YCharts adds
- Screeners
- ETF Comparison
- Portfolio
- Watchlist
Trefis keeps to itself
- Valuation Models
- Blogs
- Custom Dashboards
Shared platforms
Web
Shared pricing
Subscription
Beanvest
40% overlap
Hands-on review
Beanvest overlaps on Valuation Models and Financials, adds Portfolio, Insider Data, and Broker Connectors coverage, keeps a free plan on the table while matching Trefis.
Shared categories
Beanvest adds
- Portfolio
- Insider Data
- Broker Connectors
Trefis keeps to itself
- Data Visualizations
- Stock Comparison
- Blogs
- Custom Dashboards
Shared platforms
Web
Shared pricing
Free
Subscription
Calcbench
33% overlap
Calcbench overlaps on Financials and Blogs, adds Improved Filings, Flags, and Management Compensation coverage, keeps a free plan on the table while matching Trefis.
Shared categories
Calcbench adds
- Improved Filings
- Flags
- Management Compensation
- Acquisitions
Trefis keeps to itself
- Valuation Models
- Data Visualizations
- Stock Comparison
- Custom Dashboards
Shared platforms
Web
Shared pricing
Free
Subscription
ChartMill
33% overlap
Hands-on review
ChartMill overlaps on Financials and Data Visualizations, adds Screeners, Stock Ideas, and Watchlist coverage, keeps a free plan on the table while matching Trefis.
Shared categories
ChartMill adds
- Screeners
- Stock Ideas
- Watchlist
- News
Trefis keeps to itself
- Valuation Models
- Stock Comparison
- Blogs
- Custom Dashboards
Shared platforms
Web
Shared pricing
Free
Subscription
ETF Action
33% overlap
ETF Action overlaps on Data Visualizations and Blogs, adds ETF Overview, ETF Performance, and ETF Holdings coverage, keeps a free plan on the table while matching Trefis.
Shared categories
ETF Action adds
- ETF Overview
- ETF Performance
- ETF Holdings
- ETF Fundamentals
Trefis keeps to itself
- Valuation Models
- Financials
- Stock Comparison
- Custom Dashboards
Shared platforms
Web
Shared pricing
Free
Subscription
ETF Insider
33% overlap
Editor’s pick
Hands-on review
ETF Insider overlaps on Data Visualizations and Blogs, adds ETF Overview, ETF Performance, and ETF Holdings coverage, keeps a free plan on the table while matching Trefis.
Shared categories
ETF Insider adds
- ETF Overview
- ETF Performance
- ETF Holdings
- ETF Factors
Trefis keeps to itself
- Valuation Models
- Financials
- Stock Comparison
- Custom Dashboards
Shared platforms
Web
Shared pricing
Free
Subscription
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.