VOL. XCIV, NO. 247
Investing tool discovery
362 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 362 results
Some tools include affiliate links. They never affect rankings or which tools we list.
A free archive of more than 100 hedge-fund and activist pitch decks. Use it to study how investors make a case, frame valuation, and argue for a catalyst. The material is education
Use AAI to compare long-term return forecasts and build model portfolios across asset classes. It does not pick stocks, place trades, track taxes, or monitor a live portfolio.
BamSEC speeds up SEC filing and transcript research in a web workspace. Its useful pieces are document search, filing redlines, table extraction, ownership data, watchlists, alerts
CapEdge combines SEC filings, transcripts, financials, ownership data, IPO tracking, ETF exposure, and short-interest data. It is free, but some tables require an account.
This NYU Stern table provides U.S. industry averages for beta, cost of equity, cost of debt, capital structure, tax rate, and cost of capital. It can supply starting assumptions fo
Damodaran Online is Aswath Damodaran's free NYU Stern library of valuation and corporate-finance models. It includes datasets, equity and country-risk premiums, betas, multiples, s
DEGIRO is an execution-only European broker for self-directed investors who want access to stocks, ETFs, bonds, funds, options, futures, and other listed products. It is strongest
Digrin is a dividend portfolio tracker with income calendars, portfolio statistics, tax estimates, DRIP handling, stock financials, and broker or CSV imports. It is a good fit for
Dividend Watch tracks income portfolios with forecasts, calendars, DRIP records, safety scores, stock and ETF research, and broker sync. It is built for planning dividend cash flow
EODHD supplies market data through REST, WebSocket, spreadsheet, and agent interfaces. Datasets cover prices, fundamentals, calendars, news, sentiment, options, foreign exchange, a
ETF Insider analyzes stocks, ETFs, and mutual-fund portfolios for holdings overlap, concentration, correlations, exposure, and efficient-frontier tradeoffs. Full holdings and Excel
FINVIZ is a fast U.S. stock screener with heat maps, quote pages, news, insider activity, and watchlists. It turns a market overview into a stock list using fundamental and technic
Fiscal.ai combines a company-research terminal with REST, webhook, and MCP access. It covers financials, segments, KPIs, estimates, transcripts, filings, screens, valuation, owners
Google Finance provides quotes, charts, financial news, watchlists, portfolios, earnings context, and AI-assisted research for signed-in users. It supports market monitoring, not b
GuruFocus combines global fundamentals, valuation, GF Score, GF Value, stock, ETF, and bond screens, backtests, guru and institutional holdings, insider trades, portfolios, spreads
Interactive Brokers serves active investors, professionals, quantitative traders, and institutions across global markets. It supports advanced orders, SmartRouting, APIs, paper tra
Investing.com combines quotes, charts, news, calendars, watchlists, alerts, portfolios, screens, and mobile monitoring. InvestingPro adds paid AI tools, stock ideas, valuation esti
Koyfin is a web and mobile research terminal with dashboards, charts, screens, portfolios, news, alerts, transcripts, and market data across equities, funds, macro, FX, commodities
OpenInsider is a free SEC Form 4 screener for insider buying, selling, cluster buys, and transaction reports. It is useful for quick table-based research, but there is no formal su
Perplexity Finance combines cited AI answers with stocks, ETFs, funds, crypto, options, news, charts, screens, earnings documents, ownership, government-trading views, and a financ
Portfolio Performance is a free open-source desktop tracker for detailed performance accounting, TTWROR and IRR, currencies, rebalancing, imports, and privacy without broker creden
Portfolio123 combines stock and ETF screens, ranking systems, point-in-time backtests, portfolio tracking, broker links, DataMiner, and API access.
Quartr provides earnings calls, live transcripts, filings, reports, decks, estimates, AI chat, and investor-relations data. The app is useful for free call and transcript access; P
Revolut Invest puts stocks, ETFs, bonds, crypto, commodities, alerts, news, and basic portfolios inside the Revolut app where available. It suits existing customers and beginners;
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.