Tool Comparison
EPSMomentum vs Invesst
- Paid from
- $9.99/mo
- Free plan
- Yes
- Platforms
- Web, API, Mobile
Best if
- You do a lot of your research from your phone
- You want an API so you can script or automate things
- You want stock ideas, data visualizations, and money flow.
- Paid from
- —
- Free plan
- Yes
- Platforms
- Web
Best if
- You want valuation models.
Start here
EPSMomentum
Free • From $9.99/mo · Web · API · Mobile
- You do a lot of your research from your phone
- You want an API so you can script or automate things
- You want stock ideas, data visualizations, and money flow.
Pick Invesst instead if
Invesst
Free · Web
- You want valuation models.
Skip both if: Neither one clicks with how you research; there are strong third options.
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Our take
The bottom line
EPSMomentum and Invesst cover a lot of the same ground (4 shared categories, including screeners, portfolio, and AI research), so for the basics you won't go far wrong with either. EPSMomentum simply does more: 19 categories to Invesst's 5, including stock ideas, data visualizations, and money flow, plus a mobile app. Invesst counters by being completely free.
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EPSMomentum
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Key differences at a glance
- Mobile app
- EPSMomentum
- Broader coverage
- EPSMomentum19 vs 5 categories
- API access
- EPSMomentum
- Broker sync
- Invesst
- Asset coverage
- InvesstAdds cryptos
- Free plan
- Both
What EPSMomentum does best
- Screening for U.S. stocks and ETFs with real-time prices, earnings momentum fields, estimate revisions, timing signals, and growth-focused filters.
- The proprietary Earnings Momentum Score to evaluate revenue, EPS, margins, free cash flow, and multi-quarter growth acceleration.
- Tracking Estimates Revision Score signals to identify positive or negative changes in Wall Street earnings and sales forecasts.
- 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 Invesst does best
- Support for asking natural-language investing questions through AI research agents designed for stock, ETF, crypto, market, and portfolio research workflows.
- AI-assisted screeners to filter stocks and ETFs across multiple metrics instead of relying only on static preset lists.
- Tools for building valuation context with automated models such as DCF workflows, predictive analytics, and customizable valuation assumptions.
- Tracking watchlists and market data in a browser-based workspace with a public start-for-free entry point.
- Connections for supported brokerages with read-only portfolio access rather than order placement.
Side by side
Pricing comparison
See for yourself
Side by side
Price, platforms, data, and market coverage.ShowHide
Side by side
| Attribute | ||
|---|---|---|
| Pricing & plans | ||
Starting price | Free • From $9.99/mo | Free |
Free tier | Yes | Yes |
Free trial | — | — |
Plan limits | 18 limits: Bronze: monitors: 1, Bronze: screeners: 1 +16 more | — |
| Platforms & access | ||
Web app | Yes | Yes |
Mobile app | Yes | No |
API access | Yes | No |
Broker sync | No | Yes |
Integrations | TradingView | — |
| Audience & fit | ||
Experience level | Beginner, Intermediate, Advanced | Beginner, Intermediate, Advanced |
Best for | Retail Traders, Pro Retail +7 more | — |
Categories covered | 19 | 5 |
Regions | North America | — |
| Data & capabilities | ||
Data quality | 5 signals: Latency: Real-time and End of Day, Granularity: Minute and EOD +3 more | Latency: Real-time and End of Day and Granularity: EOD |
Data partners | 6 partners: Nasdaq, Financial Modeling Prep +4 more | — |
Capabilities | Universe builder and AI summaries: Filings, Transcripts, and News | Broker sync |
| Try it | Visit EPSMomentum | Visit Invesst |
Standout features
The best features of EPSMomentum and Invesst.ShowHide
Standout features
What EPSMomentum does best
- Screening for U.S. stocks and ETFs with real-time prices, earnings momentum fields, estimate revisions, timing signals, and growth-focused filters.
- The proprietary Earnings Momentum Score to evaluate revenue, EPS, margins, free cash flow, and multi-quarter growth acceleration.
- Tracking Estimates Revision Score signals to identify positive or negative changes in Wall Street earnings and sales forecasts.
- 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 Invesst does best
- Support for asking natural-language investing questions through AI research agents designed for stock, ETF, crypto, market, and portfolio research workflows.
- AI-assisted screeners to filter stocks and ETFs across multiple metrics instead of relying only on static preset lists.
- Tools for building valuation context with automated models such as DCF workflows, predictive analytics, and customizable valuation assumptions.
- Tracking watchlists and market data in a browser-based workspace with a public start-for-free entry point.
- Connections for supported brokerages with read-only portfolio access rather than order placement.
All details
Every attribute we track for EPSMomentum and Invesst.ShowHide
All details
| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFs | StocksETFsCryptos |
Experience | BeginnerIntermediateAdvanced | BeginnerIntermediateAdvanced |
Target audience | Retail TradersPro RetailDay TradersSwing TradersLong-term InvestorsGrowth InvestorsQuality InvestorsAnalysts+1 more | Not specified |
Regions | North America | Not specified |
Coverage details | Countries: USIdentifiers: Ticker | Identifiers: 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 | BrokerOAuth |
Integrations | TradingView | Not specified |
| Plans & trust | ||
Capability signals | Universe builderAI summaries: Filings, Transcripts, and News | Broker sync |
Vendor & support | EPSM Inc.Country: USASupport: Email | Invesst Inc.Country: United StatesSupport: Email |
Curation ratings | Methodology 5/5Reliability 4/5UX 4/5 | Methodology 2/5Reliability 3/5UX 3/5 |
Green tags are exclusive to that tool in this comparison.
Pricing
Plans, billing, free trials, and monthly prices.ShowHide
Pricing
| Tier | ||
|---|---|---|
| Free plan | Free“Bronze”monitors: 1 · screeners: 1 · +1 more | Free“Open Beta” |
| Entry paid plan | $9.99/mo“Silver”annual rate: $6.99/month equivalent, billed annually · monitors: 3 · +3 more | — |
| Tier 2 | $49.99/mo“Gold”annual rate: $34.99/month equivalent, billed annually · monitors: Unlimited · +3 more | — |
| Top plan | $125/mo“Platinum”monitors: Unlimited · screeners: Unlimited · +3 more | — |
Alternatives
Free alternatives
Questions we keep getting
What's the difference between EPSMomentum and Invesst?
EPSMomentum leans toward screeners, stock ideas, and data visualizations, while Invesst puts more weight on screeners, valuation models, and portfolio. They overlap in 4 categories, so for most people it comes down to workflow preference and price.
How much do EPSMomentum and Invesst cost?
Good news: both EPSMomentum and Invesst have free plans, so you can run them side by side and only pay if you hit a wall.
Can I use EPSMomentum or Invesst on my phone?
EPSMomentum lists a dedicated mobile app, so it travels better. Invesst doesn't list a dedicated mobile app; its documented access is web.
Does EPSMomentum or Invesst have an API?
EPSMomentum has an API for programmatic access and custom integrations. Invesst doesn't, so you're working through its interface.
Should I choose EPSMomentum or Invesst?
It depends on what you're after. Pick EPSMomentum if stock ideas and data visualizations matter to you; go with Invesst if you'd rather have valuation models. And if you only need the basics both share, let price decide.
What asset classes do EPSMomentum and Invesst cover?
Both cover stocks and ETFs. Invesst adds cryptos on top.
Do EPSMomentum and Invesst offer real-time data?
Yes, both serve real-time market data, so either works when timing matters.
Can EPSMomentum or Invesst connect to my broker?
Invesst syncs with brokers automatically. With EPSMomentum, you're entering holdings by hand or importing files.
Is EPSMomentum or Invesst better for day trading?
EPSMomentum is the one positioned more for active traders. Invesst 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 Invesst?
Both EPSMomentum and Invesst 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 Invesst?
Yes, both do portfolio tracking: holdings, performance, and allocation in one place.
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