Best tools for North America coverage

Google Finance

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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 research without paying for a terminal. It is best for quick orientation and portfolio/watchlist monitoring, with sign-in required for personal lists, portfolios, and deeper AI Research features.

GuruFocus

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GuruFocus is a value-investing research platform for investors who want global fundamentals, valuation tools, GF Score, GF Value, screeners, backtesting, guru and institutional holdings, insider trades, portfolio tracking, spreadsheet add-ins, and data/API access. It is strongest for fundamental and value-oriented research rather than brokerage execution.

Interactive Brokers (IBKR)

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Interactive Brokers (IBKR) is a global multi-asset brokerage platform for active investors, professionals, quants, and institutions who need broad market access, advanced order types, SmartRouting, APIs, paper trading, and portfolio analytics. It is strongest for serious execution and automation workflows, but commissions, market-data subscriptions, product availability, and API limits vary by market, account type, and jurisdiction.

Investing.com

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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 market monitoring in one place. The free site is strongest as a broad market dashboard, while InvestingPro adds the paid research layer with AI tools, stock ideas, fair value estimates, Health Scores, ProTips, and deeper fundamentals.

Koyfin

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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 data without using a traditional desktop terminal. It is strongest for building custom research workspaces across equities, ETFs, funds, macro data, FX, commodities, crypto, yield curves, and advisor reporting. Free access is useful for trialing the workflow, while paid and Advisor tiers unlock more dashboards, screens, history, alerts, reporting, integrations, and client-portfolio features. It does not offer a public API.

OpenInsider

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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 without paying for a data terminal. It is useful for fast first-pass insider activity research, but the interface is table-heavy and there is no formal paid support, SLA, mobile app, or documented public API.

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.

Portfolio123

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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, strategy simulations, portfolio tracking, broker connectivity, and API/DataMiner access. It is strongest for systematic investors who want point-in-time research workflows without building everything from code.

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.

Revolut (Invest)

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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, alerts, news, and basic portfolio tracking. It is strongest for existing Revolut customers and beginner-friendly investing, but fees, asset availability, Trading Pro, crypto, commodities, and robo-advisor access vary heavily by country, entity, and plan.

Roic AI

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Roic AI is a financial data, stock research, and API platform for investors and developers who want company financials, transcripts, news, screeners, exports, spreadsheet endpoints, AI research assistance, and MCP or ChatGPT workflows. It is strongest for fundamentals and agent-ready data access, with worldwide coverage on every plan, but plan differences matter for rate limits, history depth, transcript depth, and commercial API use.

SEC API (sec-api.io)

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SEC API is a commercial SEC/EDGAR API suite for developers, quants, compliance teams, and AI products that need fast filing search, real-time feeds, XBRL-to-JSON conversion, section extraction, insider filings, 13F data, and other structured regulatory datasets. It is strongest when you want production-ready normalized SEC data instead of building your own EDGAR ingestion stack, but the free tier is only a small starter allowance and redistribution requires enterprise terms.

SEC EDGAR - Company Filings (Full‑Text Search & Search Filings)

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SEC EDGAR Search is the official free source for U.S. public company, fund, insider, ownership, prospectus, and XBRL filing research. It is strongest as the source of truth for SEC filings, full-text search, latest filings, RSS feeds, CIK lookup, and data.sec.gov JSON APIs, but raw filings still require parsing and automated access must follow SEC fair-access rules.

SEC.gov (EDGAR)

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SEC.gov EDGAR is the official free source for U.S. public-company filings, fund filings, insider forms, 13F reports, full-text filing search, RSS feeds, bulk archives, and no-key public JSON APIs. It is the baseline source for filings research and data validation, but it is raw official infrastructure rather than a polished commercial research terminal.

Short Interest - FMM

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Short Interest - FMM is Find My Moat’s free high-short-interest stock tracker for users who want a quick searchable list of U.S. stocks with short interest above 20%. It is strongest for first-pass short-interest and short-squeeze discovery inside Find My Moat, with a sortable table and plain-English education, but it depends on an upstream source and is not a trade signal, export feed, or API.

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.

Stockopedia

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Stockopedia is a paid stock research and screening platform for investors who want StockRanks, StockReports, GuruScreens, factor-style idea generation, portfolio Folios, alerts, and exportable screen data across selected regions. It is strongest for disciplined Quality, Value, and Momentum screening rather than broker execution or API-based data delivery.

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.

Unusual Whales

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Unusual Whales is an options-flow and market-activity platform for traders who want real-time U.S. options trades, dark pool/off-exchange activity, alerts, screeners, news, congressional trading data, and developer API access. It is strongest for alert-driven options and order-flow research, with portfolio tracking, API, WebSocket streaming, and historical full-market options data handled through separate paid surfaces.

13F Insight

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13F Insight is an SEC-filings intelligence platform for investors who want to track institutional 13F holdings, Form 4 insider trades, 13D/G ownership, watchlists, smart-money alerts, and AI answers grounded in filing citations. It is strongest for hedge-fund and institutional-ownership research, but 13F filings are delayed by design and AI summaries should be checked against the underlying SEC documents.

Addepar

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Addepar is an enterprise wealth and investment management platform for RIAs, family offices, private banks, asset managers, and institutions that need multi-asset portfolio accounting, reporting, trading, client portals, alternatives workflows, APIs, and firm-wide data infrastructure. It is strongest as a professional portfolio system of record, not a self-serve retail research app, and pricing, modules, integrations, market data, and implementation scope are sales-led.

AJ Bell

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AJ Bell is a broad UK investment platform covering taxable, ISA, LISA, junior, company, trust, and pension accounts. It combines percentage account charges with capped listed-asset custody, £5 share dealing, £1.50 fund dealing, and tiered FX. It is strongest for account breadth and long-term administration rather than commission-free trading.

Alpha Vantage

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Alpha Vantage is an API-first financial data provider for developers, students, quants, and analysts who need a simple API key for stock, ETF, mutual fund, FX, crypto, options, commodities, fundamentals, news, sentiment, and macroeconomic datasets. It is strongest for learning, prototypes, spreadsheets, and personal API workflows, but the free quota is small, premium endpoints require membership, and commercial use needs separate licensing.

AlphaResearch

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AlphaResearch is an AI-powered stock research platform for searching filings, transcripts, press releases, reports, notes, fundamentals, estimates, news, insider transactions, institutional ownership, and fund holdings. It is useful for document-heavy research and collaboration, but global coverage and spreadsheet add-ins are Enterprise features and the premium trial requires a credit card.

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.

Barchart cmdtyView

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Barchart cmdtyView combines exchange-traded futures data, physical commodity pricing, charting, news, analytics, economic data, and connected commodity workflows. It is designed for commercial, agricultural, energy, metals, trading, procurement, and risk teams rather than general stock research.

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.

Bloomberg (Europe)

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Bloomberg Europe is the Bloomberg.com regional news hub and mobile-app experience for readers who want global business journalism, European market coverage, market snapshots, watchlists, alerts, Bloomberg TV and radio, podcasts, newsletters, and Bloomberg Businessweek access. It is strongest as a premium media subscription for investors and analysts, but it is not Bloomberg Terminal and does not provide professional terminal entitlements, execution, or institutional data workflows.

BMO InvestorLine

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BMO InvestorLine combines web and mobile self-directed trading with research, broad Canadian account support and linked BMO funding. Standard stock and ETF trades cost $9.95, active traders can qualify for $3.95, and more than 100 selected ETFs can meet $0-commission conditions. FX and low-balance account fees remain relevant.

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.

Bridgewater Associates

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Bridgewater Associates is a global macro investment manager whose public website is mainly useful as a free research and insights source, not as a self-serve investing product. It is strongest for readers studying institutional macro thinking, Daily Observations, whitepapers, videos, Pure Alpha, All Weather, risk parity, inflation, monetary policy, debt cycles, and systematic investing, but most investors cannot directly access Bridgewater mandates through the site.

Business Quant

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Business Quant is a U.S. equities research, screening, KPI, and financial-data platform for investors who want fundamentals, operating metrics, segment data, analyst estimates, ratings, warnings, 13F ownership, insider trades, exports, and API access. It is strongest for U.S. stock research where business-driver KPIs matter, but free KPI depth is shallow and serious API, export, history, and commercial-use workflows require paid plans.

BuySide Digest - Hedge Fund Letter Database

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BuySide Digest - Hedge Fund Letter Database is a free research database for investors who want to search hedge-fund letters, manager commentary, tickers, themes, quarters, 13F context, and curated investment pitches. It is strongest for qualitative idea discovery from public manager letters and follow-up alerts, but coverage depends on available public documents and letters are delayed, opinionated commentary rather than live recommendations.

Calcbench

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Calcbench is a professional SEC filing, XBRL, financial statement, disclosure, and Excel research platform for analysts who need traceable as-filed numbers, standardized accounting metrics, footnotes, redlines, proxy data, compensation data, M&A details, and API access. It is strongest for accounting-heavy U.S. equity research and data workflows, but meaningful access is priced for professional users and API access is sold separately from standard subscriptions.

camelcamelcamel (UK)

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camelcamelcamel UK is a free Amazon price-tracking site for shoppers, ecommerce researchers, and consumer-products analysts who want Amazon UK price-history charts, price-drop alerts, wishlist imports, RSS, bookmarklets, and the Camelizer browser extension. It is useful for product-pricing context and purchase timing, but it is an Amazon consumer tool rather than a company fundamentals platform, market-data feed, or investment research terminal.

Capitol Trades

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Capitol Trades is a free public web app from 2iQ Research for tracking U.S. politician trading disclosures under the STOCK Act. It is strongest for investors, journalists, and researchers who want to filter congressional trades by politician, issuer, chamber, party, committee, state, asset type, transaction type, sector, size range, and filing details, but disclosure timing can lag trades and reported amounts are ranges rather than exact fills.

Cash App

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Cash App Investing is a U.S.-only beginner brokerage inside Cash App for users who want simple stock, ETF, and Bitcoin access, fractional shares, recurring buys, Round Ups, tax forms, and low-friction investing from a mobile payments app. It is strongest for small-dollar beginners who value convenience, but it lacks advanced research, options, bonds, portfolio analytics, broad order types, and global availability.