VOL. XCIV, NO. 247
★ FINANCIAL TOOLS & SERVICES DIRECTORY ★
PRICE: 5 CENTS
Thursday, September 25, 2025
Top Financials Tools for Investing
Community-ranked financials software ordered by net upvotes with starred picks breaking close calls.
Every entry here is part of our living directory of financials software for investors, traders, and analysts. We surface tools that earn consistent upvotes from the community, highlight trusted platforms we’ve personally vetted, and track popularity shifts so research, screening, and execution workflows stay current. Use this page to compare pricing tiers, platforms, and capabilities side by side, then dive into individual reviews for deeper due diligence.
Explore more tools
Use this shortlist to zero in on the financials standouts, then pop over to the Find My Moat home page for curated collections, AI-guided discovery, and deep comparison filters across more than 205 investing tools. It’s the quickest way to shape a modern research, screening, and execution stack without getting lost in tabs.
Ranked tools
- 1
A free research platform for US markets that combines filings, transcripts, ownership dashboards, IPO tracking, and ETF exposure tools. Users can set up near real-time filing alerts, search with advanced operators, and export results to CSV/Excel. CapEdge also connects to Deal Roadshow for access to IPO roadshows. There’s no public API; all functionality is delivered through the web app.
Pricing: FreePlatforms: WebCategories: Improved Filings • Diff View • Filing Sentiment • Transcripts • Insider Data • Institutional Data • 13D/13G • 13F • Which ETF includes this Stock? • News • Alerts • Calendar • IPO • Secondary Offerings • Financials
- 2
Free academic resource curated by Professor Aswath Damodaran (NYU Stern). It hosts annually updated valuation and corporate-finance datasets, Excel models, webcasts, and online classes. Most datasets are refreshed every January, with country risk premiums also updated mid-year. Everything is openly accessible, with Excel downloads and archived historical data available.
Pricing: FreePlatforms: WebCategories: Valuation Models • Financials • Interest Rates • Education • Videos • Blogs
- 3
Free web portal for quotes, charts, news, watchlists, and simple portfolio tracking. Portfolios can include stocks, mutual funds, ETFs, and crypto, with returns shown using time-weighted calculations. Data freshness varies by source: some exchanges stream in real time, while others are delayed (e.g., 15 minutes for many equities, 10 minutes for CME futures, end-of-day for mutual funds). Currency and crypto quotes update every few minutes. Google Sheets supports the GOOGLEFINANCE() function for live data pulls, though no public REST API is offered.
Pricing: FreePlatforms: WebCategories: Watchlist • Portfolio • News • Stock Comparison • Data Visualizations • Financials • ETF Overview • ETF Holdings
- 4
A global equity research and value-investing platform with robust screening, backtesting, and portfolio tools. Features and data access depend on plan tier—Premium vs. Premium Plus—while enterprise-level users can license data directly via API. Add-ins for Excel and Google Sheets extend workflows, though usage caps apply to lower tiers. Alerts and mobile apps are included across paid plans.
Pricing: Free, SubscriptionPlatforms: Web, Mobile, APICategories: Screeners • Stock Ideas • Stock Comparison • Portfolio • Backtesting • Investor Holdings • US Government Trades • News • Alerts • Calendar • GDP • Interest Rates • Inflation Rates • Unemployment Rates • Commitment of Traders (COT) • Yield Curves • Financials • Valuation Models • Scores • Transcripts • Insider Data • 13F • ETF Overview • ETF Holdings • APIs & SDKs • Sheets / Excel Add-ins
- 5
Global market analytics platform combining screeners, financials, charting, news, and portfolio tools. US equity data is a mix of live and 15-minute delayed quotes, Canada is delayed 15 minutes, and other markets are end-of-day. CSV exports are available, but certain fields such as detailed financials and analyst estimates are restricted. Advisor plans add client portfolio management, custodian integrations, and professional reporting. Options functionality is announced but not yet live.
Pricing: Free, SubscriptionPlatforms: Web, MobileCategories: Screeners • ETF Screeners • Data Visualizations • News • Alerts • Calendar • Financials • Transcripts • ETF Overview • ETF Performance • ETF Holdings • ETF Overlap • ETF Fundamentals • ETF Valuation • Watchlist • Portfolio • Short Interest • Dividends
- 6
AI-assisted finance hub with quote and overview pages for stocks, ETFs, funds, and crypto. Free to use with search limits; Pro lifts caps and unlocks Pro/Deep Research. Enterprise Pro connects to data subscriptions like FactSet and Crunchbase and adds SSO/SCIM. Data providers are disclosed on each page. Not designed for trading execution.
Pricing: Free, SubscriptionPlatforms: Web, Mobile, DesktopCategories: Financials • Data Visualizations • News • Watchlist • Screeners • Transcripts • ETF Overview • Analyst Forecasts • Analyst Recommendations • Analyst Price Targets
- 7
Roic AI offers financial data, transcripts, screeners, and exports under a tiered plan structure. Free users get US-only annual financials with no downloads. Paid tiers expand to global coverage with quarterly/TTM data, Excel export, API access, and unlimited downloads. Enterprise plans unlock multi-user access, commercial API rights, and higher bandwidth. Earnings call transcripts are limited to US companies across all plans.
Pricing: Free, SubscriptionPlatforms: Web, APICategories: Financials • Transcripts • News • Screeners • Data APIs • Sheets / Excel Add-ins • Splits • Stock Handbook
- 8
A comprehensive equity and ETF research platform. The free site includes screeners, comparisons, corporate actions, and market calendars. The Pro plan unlocks unlimited CSV/Excel downloads, saved screeners, advanced analyst filters, full ETF holdings, and longer financial history. US quotes are real-time via Cboe, while international quotes are delayed or end-of-day. Financials come from S&P Global Market Intelligence, with 5 years shown free and 10 years on Pro.
Pricing: Free, SubscriptionPlatforms: Web, MobileCategories: Screeners • ETF Screeners • IPO • Top Analysts • Stock Comparison • ETF Comparison • Portfolio • Watchlist • News • Calendar • Dividends • Splits • Delisted • Spin-offs • Ticker Changes • Acquisitions • Bankruptcy • Financials • ETF Overview • ETF Holdings • ETF Fundamentals • ETF Performance
- 9
A global equities research terminal and screener covering more than 100,000 stocks. Free plans are limited to US coverage, while Plus expands to global markets with 10 years of history, and Pro extends to 20 years, five years of analyst estimates, full transcript history with search, Excel exports, and deep fund ownership search. The platform is web-only, with no public API or dedicated mobile app.
Pricing: Free, SubscriptionPlatforms: WebCategories: Screeners • Watchlist • Investor Holdings • Financials • Analyst Forecasts • Analyst Price Targets • Analyst Recommendations • Transcripts • News • Dividends • Valuation Models
- 10
A global equities and funds data platform enhanced with AI-driven summaries and Copilot tools. Features range from screeners and dashboards to analyst estimates, ownership datasets, and filings. Plans are gated by data history, AI prompt limits, event counts, and export access. Enterprise unlocks click-through auditability into source filings and U.S. as-reported views, with exports rolling out internationally. The API provides fundamentals, KPIs, and delayed pricing. SOC 2 Type II certified with a public status page.
Pricing: Free, SubscriptionPlatforms: Web, Mobile, APICategories: Screeners • Data Visualizations • Stock Comparison • Portfolio • Watchlist • Alerts • Calendar • Dividends • Splits • Financials • Transcripts • ETF Overview • ETF Holdings • ETF Performance • Analyst Forecasts • Analyst Recommendations • Analyst Price Targets • Insider Data • Institutional Data • 13F • Valuation Models • Data APIs
Information
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
- Substack: Jera Value
Got questions or suggestions? I'm all ears!
Missing a Tool?
Discovered a gem I don't have here yet? Drop the link below and I'll check it out ASAP. Tagging me on X works too! Can't wait to see what you've found!
Starred Tools
These are my top picks. Tools I've tested thoroughly and found to be excellent. They do their job really well, and I use them a lot. If you're not already familiar with them, I highly recommend checking them out.
Tested Tools
These are tools I've tried and found to be solid, but not standout. Think of them as passing an initial quality screen: worth exploring, though not all will be exceptional.
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.