Best tools for Long-term Investors

Perplexity Finance

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Perplexity Finance is an AI-assisted finance research experience that combines cited answers with stock, ETF, fund, crypto, options, news, charts, screeners, earnings documents, ownership data, government trading views, and a developer finance_search tool. It is strongest for quick cited research and agentic finance data access, but AI answers still need verification and consumer plans are separate from Agent API billing.

Quartr

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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 data. The mobile app is useful for free earnings-call and transcript access, while Quartr Pro and Quartr API serve professional research, MCP, webhook, and data-integration workflows.

Simply Wall St

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Simply Wall St is a visual stock analysis and portfolio platform for long-term investors who prefer guided fundamental summaries over raw data tables. It is best known for its Snowflake-style company reports, global stock ideas, fair value views, dividend analysis, portfolio diagnostics, broker imports, and easy-to-scan visual research.

Stock Analysis

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Stock Analysis is a web and mobile research hub for investors who want stock screeners, financial statements, earnings calendars, market news, charts, analyst forecasts, watchlists, and portfolio tracking in one approachable workspace. It is strongest as an everyday due-diligence layer for researching public companies, ETFs, mutual funds, IPOs, dividends, corporate actions, and market movers without needing a professional terminal. Free access is useful but ad-supported and limited; Pro and Unlimited add broader history, saved screeners, alerts, exports, full ETF holdings, broker sync, advanced analyst filtering, and higher watchlist or download limits. It is not a broker, advisory service, portfolio accounting system, public API, custom quant platform, or data redistribution source.

TIKR

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TIKR is a browser-based global equity research terminal for investors who care about fundamentals, financial statements, analyst estimates, valuation work, transcripts, filings, and stock screening. It is strongest for long-term stock research across global markets, with paid plans unlocking the deeper history, broader coverage, exports, and workflow limits that serious investors usually need.

Uncle Stock

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Uncle Stock is a global fundamental stock screener and screener-backtesting platform for DIY and value investors who want many financial metrics, guru-style screens, watchlists, historical backtests, CSV export, and AI/MCP stock-search access. It is strongest for long-term fundamental screening and value research, while API access, advanced backtesting, exports, crypto coverage, and unlimited MCP usage are gated to higher plans.

Alpha Spread

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Alpha Spread is a value-investing research platform for investors who want quick intrinsic value estimates, DCF and relative valuation, stock reports, screeners, watchlists, alerts, analyst forecasts, and AI-assisted company questions. It is strongest for first-pass fair-value research, but free usage is metered weekly and automated valuation outputs should be reviewed as assumptions, not final investment decisions.

BankAnalysis

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BankAnalysis is a private-beta research platform built specifically for U.S. bank stocks, combining standardized bank financials, bank-specific metrics, SEC filings, earnings-call transcripts, screening, peer comparison, charts, branch maps, and a cited AI analyst named Jamie. It is strongest for investors and analysts who need deposits, net interest margin, credit quality, capital, branches, and regulatory-style bank context instead of generic equity metrics, but access is still waitlist/private beta and public pricing is not posted.

Barron's

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Barron's is a subscription investing publication from Dow Jones for investors who want market journalism, stock ideas, portfolio context, newsletters, mobile access, and a Market Data Center for quotes, screeners, funds, bonds, commodities, currencies, and crypto. It is strongest for editorial analysis and investor reading workflows, while pricing is promotion-heavy, premium products can be separate upsells, and it is not a modeling terminal, broker, or public data API.

Beanvest

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Beanvest is a quality-investing research app for long-term investors who want opinionated stock reports, a proprietary Quality Score, component scores, fair value labels, and a compact quality-stock screener. It is strongest for investors who like a framework around moat, pricing power, predictability, financial strength, capital allocation, and management, but coverage is selective, premium fair-value data is gated, and there is no free trial or refund policy.

Benzinga

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Benzinga is a market-news, trading-tools, and financial-data platform for active traders, investors, developers, and data buyers who need fast news, alerts, scanners, calendars, squawk, options activity, analyst actions, filings, transcripts, and APIs. It is strongest for event-driven monitoring and real-time workflow around Benzinga Pro or licensed feeds, but the useful trading features are paid, tiered, or add-on based, and the product is not a long-term portfolio accounting system.

Börsdata

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Börsdata is a Nordic-first equity analytics, screening, and data platform for investors who want long-history fundamentals, thousands of ratios, strategy screens, ownership data, insider and short-selling context, technical charts, reports, watchlists, calendars, and API or spreadsheet access. It is strongest for Nordic stock research, while global coverage, holdings data, Excel/Sheets workflows, and REST API access depend on paid tiers and professional users are routed to Enterprise.

Chaikin Analytics

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Chaikin Analytics is a Power Gauge-centered investment research platform with stock and ETF ratings, market insights, newsletters, model portfolios, tactical publications, money-flow ideas, and research products. It is useful for investors who want a blend of fundamental, technical, and money-flow signals, but pricing and entitlements vary by publication and are not summarized in a simple public table.

Charles Schwab

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Charles Schwab is a major U.S. brokerage with commission-free online stock and ETF trading, broad account types, research tools, screeners, tax workflows, and the thinkorswim platform suite for active traders. It is strongest for investors who want one regulated brokerage relationship for long-term investing, options, futures, forex, paper trading, alerts, market data, and developer-authorized Trader API workflows. Many core tools are free with an approved account. Schwab is a broker, not an open market-data API or generic portfolio app.

ChartMill

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ChartMill is a browser-based stock screener, charting, ratings, alerts, and research platform for self-directed traders and investors screening U.S., Canadian, and European stocks and some ETFs. It is strongest for repeatable technical and fundamental screen workflows, swing-trading ideas, watchlists, alerts, market dashboards, ChartMill ratings, and strategy templates, but paid access does not turn it into a real-time broker or full portfolio accounting system.

DATAROMA

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DATAROMA is a free, focused tracker for superinvestor 13F portfolios, recent portfolio changes, and insider buying activity. It supports value-investing idea discovery and manager-following workflows, then verify timing, filings, and fundamentals before acting.

Delta by eToro

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Delta by eToro is a multi-asset portfolio tracker for stocks, ETFs, funds, crypto, NFTs, forex, commodities, indices, brokers, exchanges, and wallets. It is useful when you want one read-only portfolio view across accounts and asset classes rather than another place to trade.

Dividend Wealth

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Dividend Wealth is a web-based dividend portfolio tracker and research platform for investors who want income forecasts, dividend scorecards, a screener, calendar tools, and optional Plaid brokerage linking. It is useful when dividend cash-flow planning matters more than active trading or broad terminal coverage.

Dividend.com

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Dividend.com is a dividend research, screening, ratings, and watchlist site for income investors. It can be used to find dividend-paying stocks, ETFs, funds, REITs, MLPs, and preferreds, compare income ideas, and follow ex-dividend dates without using a full brokerage or portfolio accounting platform.

DivTracker

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DivTracker is a dividend portfolio tracker for web and iOS users who want income views, upcoming payouts, ex-dividend dates, alerts, CSV export, and optional U.S. brokerage linking. It supports dividend cash-flow tracking rather than broad research, trading, or tax accounting.

Earnings Whispers

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Earnings Whispers is an earnings-event research site built around whisper expectations, earnings calendars, sentiment, grades, options context, and post-earnings drift signals. It serves as a setup and expectations tool around earnings, not as a guarantee that a stock will move a certain way.

EPSMomentum

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EPSMomentum is a U.S. stock and ETF analytics platform for earnings momentum, estimate revisions, PEAD drift, timing signals, scanners, AI analysis, and market dashboards. It is useful when earnings acceleration and entry-timing discipline are central to your research process.

EveryTicker

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EveryTicker is a free U.S. stock research platform focused on undercovered public companies, including microcaps, nanocaps, and OTC names. It supports fundamental reports, AI and traditional screening, watchlists, 13F ownership context, and investment-theme discovery before doing deeper diligence.

Gainify

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Gainify was an AI stock research and portfolio platform for global equities, combining screening, S&P Global-powered data, stock reports, valuation charts, AI analysis, earnings summaries, watchlists, portfolio tracking, investor activity, and insider/Congress trading signals. It is discontinued: the canonical homepage says Gainify.io is closed and the service is no longer available. Historical product research and comparisons remain useful, but Gainify is not a current signup option.

GeminIQ

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GeminIQ is a browser-based U.S. public-company research platform built around as-filed SEC financial statements. It combines XBRL-traceable 10-K and 10-Q data with calculated metrics, interactive visualizations, reusable custom tables, stock screening, watchlists and comparable-company analysis, Form 4 insider transactions, institutional ownership monitoring, and post-earnings price-reaction views. It is strongest for filing-grounded fundamental research, but coverage is U.S.-focused and new filing data is available the next day rather than in real time.

getquin

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getquin is a consumer portfolio and net-worth tracker for investors who want broker and bank connections, multi-asset portfolio tracking, dividend views, AI portfolio analysis, retirement planning, budgeting, liabilities, insurance tracking, and a social investing community in one web and mobile app. It is strongest for European retail investors who want a mobile-first overview across brokers, wallets, assets, and community ideas. Premium exists through in-app subscription, but exact public feature gating and regional pricing should be checked before comparing paid plans.

Ghostfolio

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Ghostfolio is an open-source, privacy-focused portfolio and wealth tracker for investors who want self-hosted control, multi-account portfolio tracking, net-worth dashboards, imports, charts, risk views, and REST API access. It is strongest for technical users who prefer transparency and self-hosting over a closed portfolio app, with Ghostfolio Premium available for managed cloud hosting and professional data-provider access. The tradeoff is operational: free use requires running and maintaining your own instance, while cloud pricing and data-provider details should be checked before choosing Premium.

Kubera

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Kubera is a paid net-worth and portfolio tracker for high-net-worth households, founders, expats, advisors, and family-office style users who need one balance-sheet view across bank accounts, brokerages, crypto, real estate, private-company equity, alternatives, documents, beneficiaries, and multiple currencies. It supports global account aggregation, scenario modeling, document storage, estate handoff workflows, white-label advisor portals, and a first-party API. It is tracking and reporting software, not a broker, tax engine, trading/rebalancing execution system, or free personal-finance app.

Lightyear

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Lightyear is a low-cost UK and European investing app for stocks, ETFs, funds, bonds, crypto, ready-made plans, multi-currency cash, and light AI-assisted investing workflows. It is useful when brokerage execution and transparent fees matter, but it is not a full equity research terminal, custom factor screener, or backtesting platform.

Macrotrends

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Macrotrends is a web-based historical charting, stock research, and macro data site for investors who want long-run stock prices, fundamentals, dividends, indices, commodities, exchange rates, interest rates, global metrics, and a simple stock screener. It is useful for quick visual context and historical series, especially when users need low-friction charts rather than a full research terminal. Some data, charts, downloads, or resources require Premium Access, with pricing shown at checkout and no monthly billing recorded in the current terms.

Marketlog

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Marketlog is a web and mobile portfolio tracker for retail investors and active traders who want manual or broker-connected portfolios, dividend tracking, goals, target allocation, benchmarking, forecasts, alerts, market pages, calendars, and public or private portfolio sharing. It is useful for monitoring holdings and portfolio behavior across asset types, especially when users want mobile access and community portfolio browsing. It is not a broker, exchange, fiduciary, investment adviser, or public market-data API.

MarketScreener

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MarketScreener is a broad global market news and stock research portal with quotes, watchlists, screeners, charts, calendars, analyst data, company financials, transcripts, ESG ratings, insider data, newsletters, and model portfolio content. It is useful for retail investors who want one content-heavy site for daily monitoring and global stock discovery. The tradeoff is tier gating: advanced screeners, reports, portfolios, decision-support tools, and some content require paid Access, Premium, or Expert subscriptions, with pricing that can vary by region and promotion.

MoatMap

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MoatMap is an AI stock screening and equity research tool with Quality, Value, and Momentum scoring, AI deep dives, insider-trade tracking, portfolio X-Ray, macro regime context, AI Top Picks, and investor-lens checks. It is attractive for fast idea validation and pay-as-you-go research, but premium usage depends on Feather credits and AI outputs still require investor review.

Monexa

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Monexa is a low-cost AI stock analysis workspace for investors who want screening, company dashboards, financial statements, DCF models, news, calendars, transcripts, SEC filings, analyst estimates, insider transactions, 13F Whale Tracker views, and congressional trading in one web app. Free access is useful but gated; Pro adds longer history, fuller transcripts, AI tools, saved models, exports, and deeper ownership views. Market data may be delayed, and AI output should be checked against filings, transcripts, and assumptions.

Morningstar Investor

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Morningstar Investor is a subscription research product for long-term investors who want Morningstar ratings, analyst reports, fair value estimates, moat research, screeners, and portfolio analysis. It is especially useful for comparing stocks, funds, and ETFs through Morningstar’s proprietary research framework rather than for active trading or broker-connected portfolio automation.

OnlyDividends

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OnlyDividends is a privacy-first dividend-income tracker for investors who want to manually enter holdings, monitor dividend paydays, estimate net income after withholding tax, and visualize income trends without connecting a broker or bank. It is strongest for dividend investors who value simple portfolio income tracking, mobile access, multi-currency support, dividend calendars, health scores, and public dividend-stock pages. Free access tracks a small portfolio, while Premium raises the stock limit and adds priority support. It is not a brokerage, tax-lot system, rebalancer, public API, or full portfolio accounting product.

PortfoliosLab

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PortfoliosLab is a web-based portfolio analytics platform for backtesting, optimization, risk metrics, correlations, screeners, and AI-assisted portfolio workflows. It is useful for comparing stocks, ETFs, funds, crypto, and model portfolios, with more history, imports, exports, and MCP access gated by paid tiers.

Portseido

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Portseido is a global investment portfolio tracker for self-directed investors who want transaction-based performance, dividend tracking, allocation views, risk metrics, benchmarking, lot analysis, multi-currency support, and custom assets across web and mobile. Free and Plus are useful for smaller portfolios, while Pro removes transaction limits and supports multiple portfolios after a no-card trial. It is not a broker, live broker-sync product, public API, tax filing system, or advisor-grade rebalancing platform.

ProjectionLab

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ProjectionLab is a web-based financial and retirement planning simulator for mapping income, spending, investments, major life events, financial independence, and estate outcomes over time. Users can compare what-if plans, run Monte Carlo simulations and historical backtests, and inspect annual cash-flow and estimated-tax results. The free Basic plan covers forecasting and core simulations; Premium adds deeper cash-flow, tax, withdrawal, reporting, and multi-plan tools, while Pro adds client management for advisors and coaches. It is a manual planning model, not a live account aggregator, brokerage, or substitute for professional advice.

Quicken (Simplifi & Classic)

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Quicken is personal finance software with investment tracking layered into household budgeting, tax, retirement, and account-aggregation workflows. Simplifi is the web and mobile path for real-time portfolio tracking, IRR/TWR, holdings-based news, and retirement projections, while Quicken Classic adds deeper desktop investing, tax-lot, capital-gains, Portfolio Analyzer, Portfolio X-Ray, and tax-reporting workflows. It is strongest for U.S. and Canadian households that want investments connected to the rest of their finances. It is not a broker, trading platform, professional research terminal, public API, or best fit for investors outside the U.S. and Canada.