VOL. XCIV, NO. 247
Investing tool discovery
361 investing tools for stock analysis, screening, charting, portfolio tracking, market data, and research, filterable by price, asset class, platform, and experience level.
Every tool in the Find My Moat directory, gathered in one place so you can build the stack that fits how you research. Narrow the list by price, category, asset class, platform, and experience level, compare pricing and coverage side by side, and open a deep dive on any tool without hopping across tabs.
For research and educational purposes only · Not financial advice
1–24 of 361 results
Some tools include affiliate links. They never affect rankings or which tools we list.
10X EBITDA - Hedge Fund Presentations is a free archive of value-investing, activist, and hedge-fund pitch decks for people who want to study how professional investors build stock
Asset Allocation Interactive is Research Affiliates’ free capital-market-expectations and portfolio-construction tool for investors, advisors, and analysts comparing long-term expe
BamSEC is a web-based SEC filings and transcripts research platform for investors and analysts who need faster EDGAR workflows. It is strongest for document search, filing redlines
CapEdge is a free SEC filings, transcripts, IPO, ownership, ETF exposure, and short-interest research platform from Finsight for US equity-capital-markets work. It is strongest for
Damodaran - Cost of Capital by Sector is a free NYU Stern industry WACC table for analysts who need a credible sector baseline for DCF models and cost-of-capital work. It provides
Damodaran Online is Aswath Damodaran's free NYU Stern valuation resource for investors, students, and analysts who need downloadable datasets, valuation models, equity risk premium
DEGIRO is an execution-only European online broker for self-directed investors who want low-cost access to stocks, ETFs, bonds, funds, options, futures, and other listed products a
Digrin is a freemium web-based dividend portfolio tracker for dividend growth investors who want income calendars, portfolio statistics, tax estimates, DRIP handling, stock financi
Dividend Watch is a web-based dividend and portfolio tracker for long-term income investors who want dividend forecasts, calendars, DRIP tracking, safety scores, stock and ETF rese
EODHD is a market-data API provider for developers, quants, and analysts who need REST, WebSocket, spreadsheet, and AI-agent access to historical prices, fundamentals, calendars, n
ETF Insider is a web-based ETF, mutual fund, and stock portfolio visualization tool for investors who want to see holdings overlap, concentration, correlations, factor exposure, an
FINVIZ is best known as a fast U.S. stock screener with heat maps, quote pages, insider activity, news, and portfolio watchlists. It works well when you want to move from a broad m
Fiscal.ai is an AI-assisted public-company research terminal and financial data API platform for investors, analysts, developers, and AI-agent builders. It combines global fundamen
Google Finance is a free market-monitoring hub for investors who want familiar quotes, charts, financial news, watchlists, manual portfolios, earnings context, and AI-assisted rese
GuruFocus is a value-investing research platform for investors who want global fundamentals, valuation tools, GF Score, GF Value, screeners, backtesting, guru and institutional hol
Interactive Brokers (IBKR) is a global multi-asset brokerage platform for active investors, professionals, quants, and institutions who need broad market access, advanced order typ
Investing.com is a global market portal for investors who want quotes, charts, financial news, an economic calendar, watchlists, alerts, portfolio tracking, screeners, and mobile m
Koyfin is a modern web and mobile financial terminal for investors, analysts, and advisors who want dashboards, charts, screeners, portfolios, news, alerts, transcripts, and market
OpenInsider is a free, utilitarian SEC Form 4 insider-trading screener for investors who want to monitor insider buying, insider selling, cluster buys, and transaction reports with
Perplexity Finance is an AI-assisted finance research experience that combines cited answers with stock, ETF, fund, crypto, options, news, charts, screeners, earnings documents, ow
Portfolio Performance is a free, open-source, local-first desktop portfolio tracker for investors who want detailed performance accounting, TTWROR/IRR reporting, multi-currency sup
Portfolio123 is a rules-based quant research and portfolio-management platform for investors who want stock and ETF screeners, ranking systems, factor research, realistic backtests
Quartr is a qualitative public-market research platform for earnings calls, real-time transcripts, filings, reports, slide decks, analyst estimates, AI chat, and investor-relations
Revolut Invest is the investing surface inside Revolut’s broader money app, built for eligible users who want simple mobile access to stocks, ETFs/ETPs, bonds, crypto, commodities,
Spot something confusing, stale, or worth improving? Send feedback on the ranking, strategy assumptions, holdings table, or explanation.
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.