Best Screeners Tools for Investing

Koyfin

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, crypto, and yield curves. Free access shows the workflow; paid and Advisor tiers add history, reports, alerts, integrations, and client portfolios. There is no public API.

OpenInsider

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 support SLA, mobile app, or documented public API.

Perplexity Finance

Perplexity Finance combines cited AI answers with stocks, ETFs, funds, crypto, options, news, charts, screens, earnings documents, ownership, government-trading views, and a finance_search tool. Answers still need verification, and consumer plans are billed separately from the API.

Portfolio123

Portfolio123 combines stock and ETF screens, ranking systems, point-in-time backtests, portfolio tracking, broker links, DataMiner, and API access.

Roic AI

Roic AI provides company financials, ratios, valuations, transcripts, news, stock screens, spreadsheet add-ins, a REST API, and an MCP server. Plans differ by request rate, financial and transcript history, and commercial-use rights.

Seeking Alpha

Seeking Alpha combines market news, contributor research, Quant Ratings, analyst ratings, portfolio alerts, screens, and earnings transcripts. It is useful for idea generation and monitoring. Premium and PRO add deeper research, AI summaries, full transcripts, factor grades, and portfolio tools.

Short Interest - FMM

Find My Moat Short Interest is a free, searchable tracker for US stocks with short interest above 20% of float. It is a discovery table with plain-language context, not a trade signal, export feed, or API.

Simply Wall St

Simply Wall St provides visual company reports, fair value estimates, dividend analysis, portfolio checks, broker imports, and global stock ideas. It suits long-term investors who prefer guided research to raw tables.

Stock Analysis

Stock Analysis combines screeners, financial statements, calendars, news, charts, forecasts, watchlists, and portfolios on web and mobile. Paid plans add longer history, higher limits, exports, ETF holdings, broker sync, and analyst filters. The service does not provide brokerage execution, advice, or programmatic data access.

Stockopedia

Stockopedia combines StockRanks, StockReports, GuruScreens, factor-style screens, Folios, alerts, and exports across selected regions. It suits disciplined Quality, Value, and Momentum research, not brokerage execution or API-based data delivery.

TIKR

TIKR is a browser equity-research terminal for global fundamentals, statements, estimates, valuation, transcripts, filings, and screens. It suits long-term stock research; paid plans add history, coverage, exports, and higher workflow limits.

TipRanks

TipRanks combines analyst ratings, targets, expert rankings, Smart Score, AI analysis, news sentiment, insider signals, hedge-fund activity, and portfolios. It is useful for comparing market views quickly, with Premium and Ultimate adding deeper expert, portfolio, export, and AI tools.

TradingView

TradingView combines charts, screeners, alerts, Pine Script, paper trading, and broker connections across many asset classes. Basic is free. Paid plans raise chart, indicator, alert, watchlist, history, and portfolio limits. Some real-time exchange data costs extra.

Uncle Stock

Uncle Stock screens more than 100,000 global stocks with financial metrics, valuation models, scores, historical tests, watchlists, and alerts. Gold adds CSV export, a JSON API, and limited portfolio tracking. Free accounts can use the MCP server with daily limits. It is not a broker or an intraday trading simulator.

Unusual Whales

Unusual Whales tracks options flow, dark pools, congressional trades, insider activity, market data, alerts, screeners, and social sentiment. It is built for active traders and alternative-data research, not a broker, portfolio ledger, or guarantee that unusual activity predicts returns.

Alpha Spread

Alpha Spread combines DCF and relative-value estimates, stock reports, screens, alerts, analyst forecasts, watchlists, and a company-question assistant. Free use is metered weekly.

AlphaResearch

AlphaResearch puts filings, transcripts, press releases, estimates, news, insider trades, ownership, and fund holdings in one searchable workspace. It is aimed at document-heavy research. Global coverage and spreadsheet add-ins require Enterprise, and the premium trial asks for a card.

AlphaSense

AlphaSense is a research system for institutional investors, strategy teams, consultants, investor-relations teams, and corporate researchers. It searches broker research, expert transcripts, filings, news, financial data, and private documents. Annual pricing is handled by sales.

AmiBroker

AmiBroker is Windows desktop software for technical analysis and systematic trading. It supports AFL scripts, charts, screens, portfolio backtests, optimization, Monte Carlo tests, automation, and external data sources. Licenses are perpetual, but market data and exchange fees are separate.

Autochartist

Autochartist scans markets for chart patterns, technical setups, economic events, and news sentiment. Brokers and trading platforms can use it to provide signals, alerts, position sizing, and MetaTrader or API integrations. Access usually comes through a broker, direct subscription, or commercial agreement.

BankAnalysis

BankAnalysis is an early-access research app for U.S. bank stocks. It combines standardized bank financials, bank-specific ratios, filings, earnings calls, screens, peer comparisons, charts, branch maps, and a cited AI analyst called Jamie. The waitlist is open and public pricing is not posted.

Barron's

Barron's combines Dow Jones market reporting with stock ideas, portfolio coverage, newsletters, mobile reading, and a market-data area for quotes, funds, bonds, commodities, currencies, and crypto. It works best as an editorial research subscription, not as a broker or modeling terminal. Promotions and premium add-ons can change the price.

Beanvest

Beanvest gives long-term investors a compact quality-investing framework. Its stock reports score moat, pricing power, predictability, financial strength, capital allocation, and management, then add fair-value labels and a quality screen. Coverage is selective, premium data is gated, and there is no free trial.

Benzinga

Benzinga is a real-time market-news and trading-data service for active traders, investors, developers, and data buyers. It covers alerts, scanners, calendars, squawk, options activity, analyst actions, filings, transcripts, and APIs. Real-time tools require a paid plan or add-on, and Benzinga does not provide portfolio accounting.

Börsdata

Börsdata gives investors long-history Nordic fundamentals, ratios, screens, ownership, insider and short-selling data, technical charts, reports, watchlists, calendars, and spreadsheet or API access. It is strongest for Nordic equities. Global data, holdings, Excel or Sheets workflows, and the REST API depend on the plan.

Business Quant

Business Quant covers U.S. company fundamentals, operating KPIs, segment data, analyst estimates, institutional ownership, and insider trades. It is useful when company-specific operating measures matter alongside standard financial statements. The free plan limits KPI history and API usage, while paid plans increase history and usage allowances.

CB Insights

CB Insights is an enterprise intelligence service for strategy, innovation, venture, corporate development, M&A, and investment teams. It maps private and public companies, investors, deals, markets, and competitive signals, with AI scouting and workflow integrations. Pricing and data-feed scope are commercial discussions.

Cbonds

Cbonds is a bond-data service for professional and private investors. Search bonds, quotes, yields, ratings, new issues, events, watchlists, and portfolios. Companies can also license API and file feeds or an Excel add-in.

Chaikin Analytics

Chaikin Analytics centers on the Power Gauge rating and combines stock and ETF research, market analysis, newsletters, and model portfolios. PowerFeed email commentary and 3 limited stock ratings daily are free with signup. Deeper ratings, screening, and portfolio features depend on the paid publication, whose price must be checked through its own checkout.

Charles Schwab

Charles Schwab combines a U.S. brokerage, research, screeners, tax workflows, thinkorswim, paper trading, alerts, market data, and Trader API access. It suits investors who want one regulated account for long-term investing and active trading. It is a broker, not an open market-data API.

ChartMill

ChartMill is a browser screener and charting service for U.S., Canadian, and European stocks and some ETFs. It supports technical and fundamental screens, swing-trading ideas, watchlists, alerts, dashboards, ratings, and strategy templates. It is still a research tool, not a broker or full portfolio ledger.

ChartsMaze

ChartsMaze combines Indian stock screeners, market breadth, sector and industry analytics, watchlists, and official Relative Rotation Graphs. The permanent free tier excludes RRG, but a partner-linked 14-day Premium trial is available without a card.

Danelfin

Danelfin scores stocks and ETFs from 1 to 10 based on its estimate of three-month market outperformance. Use the score, rankings, screens, alerts, and API for idea generation. It is a signal layer, not a complete investment process.

Dividend Wealth

Dividend Wealth is a dividend portfolio tracker with income forecasts, scorecards, screens, calendar tools, and optional Plaid links to brokerages. It fits investors planning cash flow rather than trading actively or replacing a general market terminal.

Dividend.com

Dividend.com helps income investors find and compare dividend-paying stocks, ETFs, funds, REITs, MLPs, and preferreds. It combines research, ratings, screens, watchlists, and ex-dividend dates. It is a research site, not a broker or portfolio accounting system.

EPSMomentum

EPSMomentum focuses on earnings momentum and entry timing. It combines estimate revisions, post-earnings drift, timing signals, scanners, AI analysis, and market dashboards for U.S. stocks and ETFs.

EveryTicker

EveryTicker is a free research site for U.S. stocks, including companies with little analyst coverage. It has fundamental reports, a stock screener, watchlists, 13F holdings, financial data, and a weekly themes newsletter.

FactorsToday

FactorsToday publishes factor returns and stock exposures through web tools, downloads, and an open REST API. Its portfolio analysis, attribution, optimizer, factor builder, and hedge builder are research models, not brokerage or accounting systems.

FAST Graphs

FAST Graphs charts earnings, cash flow, dividends, forecasts, valuation, and price over long periods. Portfolio views connect holdings to the same company data.

Financial Datasets

Financial Datasets provides a REST API and hosted MCP server for US company fundamentals, prices, filings, insider trades, institutional ownership, news, screening, and selected crypto and macro data. It has no recurring free plan, and redistribution of underlying data requires Scale or a separate agreement.