★ BEST INVESTING TOOLS COMPARISON ★
VOL. XCIV, NO. 247
Tool comparison edition
Tool Comparison
EPSMomentum vs ETF Action
Pick EPSMomentum if
EPSMomentum
Best for stock ideas and money flow
Free • From $9.99/mo · Web · API · Mobile · 86% positive (21 votes)
- You do a lot of your research from your phone
- You want the cheaper way in: plans start at $9.99/mo instead of $29/mo
- You care about stock ideas, money flow, and news, things ETF Action doesn't offer
Use code JERA
Pick ETF Action if
ETF Action
Best for ETF analysis and ETF factors
Free • From $29/mo · Web · API
- You care about ETF analysis, ETF factors, and ETF overlap, things EPSMomentum doesn't offer
Skip both if: Neither one clicks with how you research; there are strong third options.
See alternativesOutbound links may include affiliate or sponsor codes.
The verdict
The bottom line
EPSMomentum and ETF Action cover a lot of the same ground (6 shared categories, including screeners, data visualizations, and portfolio), so for the basics you won't go far wrong with either. EPSMomentum simply does more: 20 categories to ETF Action's 13, including stock ideas, money flow, and news, plus a mobile app. ETF Action counters by keeping things simpler.
Key differences at a glance
- Mobile app
- EPSMomentum
- Cheaper paid plan
- EPSMomentum$9.99/mo vs $29/mo
- Free trial
- ETF Action14 days
- Broader coverage
- EPSMomentum20 vs 13 categories
- Global coverage
- ETF Action
- Free plan
- Both
Comparison snapshot
| Attribute | ||
|---|---|---|
| Pricing & plans | ||
Starting price | Free • From $9.99/mo | Free • From $29/mo |
Free tier | Yes | Yes |
Free trial | — | 14 days |
Plan limits | 16 limits: Bronze: monitors: 1, Bronze: screeners: 1 +14 more | — |
| Platforms & access | ||
Web app | Yes | Yes |
Mobile app | Yes | No |
API access | Yes | Yes |
Broker sync | No | No |
Integrations | TradingView | Polygon.io (pricing), Bridge (model trading integration) +1 more |
| Audience & fit | ||
Experience level | Beginner, Intermediate, Advanced | Beginner, Intermediate, Advanced |
Best for | Retail Traders, Pro Retail +7 more | — |
Categories covered | 20 | 13 |
Regions | North America | North America, Europe, APAC, LatAm, Middle East, Africa |
| Data & capabilities | ||
Data quality | 5 signals: Latency: Real-time and End of Day, Granularity: Minute and EOD +3 more | 4 signals: Latency: Real-time and End of Day, Granularity: EOD +2 more |
Data partners | 6 partners: Nasdaq, Financial Modeling Prep +4 more | — |
Capabilities | Universe builder and AI summaries: Filings, Transcripts, and News | 5 signals: Universe builder, Factors: Value, Quality, Momentum, Growth, LowVol, and Size +3 more |
Security | Data residency: US | — |
| Try it | Visit EPSMomentum | Visit ETF Action |
Standout features
What EPSMomentum does best
- Screen U.S. stocks and ETFs with real-time prices, earnings momentum fields, estimate revisions, timing signals, and growth-focused filters.
- Use the proprietary Earnings Momentum Score to evaluate revenue, EPS, margins, free cash flow, and multi-quarter growth acceleration.
- Track Estimates Revision Score signals to identify positive or negative changes in Wall Street earnings and sales forecasts.
- Use Timing Momentum, Powerdays, trend, price-momentum slope, relative-market-rank slope, and EMA 20/50 context to judge entry or exit timing.
- Review PEAD Stock Drift models that use post-earnings price behavior and historical patterns to frame a 90-day path with bands.
What ETF Action does best
- Research ETFs through global category channels covering size and style, regions, countries, sectors, industries, themes, fixed income, non-traditional assets, commodities, and crypto.
- Use look-through holdings analytics to inspect factor, style, sector, industry, country, and concentration exposure inside funds and models.
- Compare ETF overlap across individual funds or full model portfolios to understand hidden duplication and concentration risk.
- Monitor ETF flows, trading volumes, ADV, daily refreshes, and T+1 flow timing from the platform dashboards.
- Use screeners, watchlists, fund dashboards, Excel or CSV exports, and live indicative FMV quote context where plan limits allow.
Data & access details
| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFs | ETFsStocks |
Experience | BeginnerIntermediateAdvanced | BeginnerIntermediateAdvanced |
Target audience | Retail TradersPro RetailDay TradersSwing TradersLong-term InvestorsGrowth InvestorsQuality InvestorsAnalysts+1 more | Not specified |
Regions | North America | North AmericaEuropeAPACLatAmMiddle EastAfrica |
Coverage details | Countries: USIdentifiers: Ticker | Exchanges: ARCX, XNAS, and BATSIdentifiers: Ticker |
| Data | ||
Data freshness | Real-timeEnd of Day | Real-timeEnd of Day |
Data granularity | MinuteEOD | EOD |
Data partners | NasdaqFinancial Modeling PrepIntrinioZacksFinnhubTradingView | Not specified |
| Access & integrations | ||
API protocols | REST | Not specified |
API auth & delivery | Auth: APIKey | Not specified |
Import methods | Manual | CSV |
Integrations | TradingView | Polygon.io (pricing)Bridge (model trading integration)RiverFront (model marketplace/partnership) |
Export formats | Not specified | ExcelCSVPDF |
| Plans & trust | ||
Security & compliance | Data residency: US | Not specified |
Capability signals | Universe builderAI summaries: Filings, Transcripts, and News | Universe builderFactors: Value, Quality, Momentum, Growth, LowVol, and SizeFactor exposureRebalancingPortfolio factor exposure |
Vendor & support | EPSM Inc.Country: USASupport: Email | ETF Action, Inc.Country: USFounded 2018Support: Email |
Curation ratings | Methodology 5/5Reliability 4/5UX 4/5 | Methodology 3/5Reliability 4/5UX 4/5 |
Green tags are exclusive to that tool in this comparison.
Pricing breakdown
$9.99/mo
Lower starting price
Plans & pricing
- monitors: 1
- screeners: 1
- +1 more
- monitors: 3
- screeners: 3
- +2 more
- monitors: Unlimited
- screeners: Unlimited
- +2 more
- monitors: Unlimited
- screeners: Unlimited
- +3 more
$29/mo
Starting price
Plans & pricing
Coverage overlap
Shared categories
6Where the two tools cover the same ground.
EPSMomentum strengths
14ETF Action strengths
7What you only get with ETF Action.
Community category leaders
Vote sentiment comparison
Loading sentiment chart...
Frequently Asked Questions
What's the difference between EPSMomentum and ETF Action?
EPSMomentum leans toward screeners, stock ideas, and data visualizations, while ETF Action puts more weight on ETF analysis, ETF factors, and ETF overlap. They overlap in 6 categories, so for most people it comes down to workflow preference and price.
How much do EPSMomentum and ETF Action cost?
Good news: both EPSMomentum and ETF Action have free plans, so you can run them side by side and only pay if you hit a wall.
Can I use EPSMomentum or ETF Action on my phone?
EPSMomentum lists a dedicated mobile app, so it travels better. ETF Action doesn't list a dedicated mobile app; its documented access is web and API.
Do EPSMomentum and ETF Action have APIs?
Yes, both offer API access, so developers and quants can pull data programmatically or wire up their own integrations.
Should I choose EPSMomentum or ETF Action?
It depends on what you're after. Pick EPSMomentum if stock ideas and money flow matter to you; go with ETF Action if you'd rather have ETF analysis and ETF factors. And if you only need the basics both share, let price decide.
Do EPSMomentum and ETF Action offer real-time data?
Yes, both serve real-time market data, so either works when timing matters.
Which covers international markets: EPSMomentum or ETF Action?
ETF Action has documented international coverage (North America, Europe, APAC, LatAm, and more), so it's the safer bet if you hold non-US stocks. EPSMomentum is more region-specific, mainly North America.
Can I export data from EPSMomentum and ETF Action?
ETF Action exports to Excel and CSV. EPSMomentum is stingier about getting data out.
Is EPSMomentum or ETF Action better for day trading?
EPSMomentum is the one positioned more for active traders. ETF Action is the better fit if you care less about fast trading workflows and more about a calmer research process.
Which has a better stock screener: EPSMomentum or ETF Action?
Both EPSMomentum and ETF Action include stock screeners, and they differ more in interface than raw power; try both and see which one clicks for you.
Can I track my portfolio with EPSMomentum or ETF Action?
Yes, both do portfolio tracking: holdings, performance, and allocation in one place.
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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.