★ BEST INVESTING TOOLS COMPARISON ★
VOL. XCIV, NO. 247
Source check: EPSMomentum checked August 4, 2026
Tool Comparison
EPSMomentum vs MarketSurge
Pick EPSMomentum if
EPSMomentum
Free • From $9.99/mo · Web · API · Mobile
- You'd rather start free and only pay if you outgrow it
- You want the cheaper way in: plans start at $9.99/mo instead of $24.95/mo
- You want an API so you can script or automate things
Pick MarketSurge if
MarketSurge
From $24.95 per unit · Web · Mobile
- You care about ETF screeners, alerts, and flags, 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.
Our take
The bottom line
EPSMomentum and MarketSurge cover a lot of the same ground (9 shared categories, including screeners, stock ideas, and data visualizations), so for the basics you won't go far wrong with either. EPSMomentum simply does more: 20 categories to MarketSurge's 14, including money flow, portfolio, and backtesting. MarketSurge counters by keeping things simpler.
What readers say
EPSMomentum
Vote once to reveal the community verdict.
MarketSurge
Vote once to reveal the community verdict.
Key differences at a glance
- Free plan
- EPSMomentum
- Cheaper paid plan
- EPSMomentum$9.99/mo vs $24.95/mo
- Broader coverage
- EPSMomentum20 vs 14 categories
- API access
- EPSMomentum
- Asset coverage
- MarketSurgeAdds mutual funds and funds
- Beginner friendly
- EPSMomentum
See for yourself
How they stack up
The side-by-side table: pricing, platforms, data, and coverage at a glance.ShowHide
How they stack up
The side-by-side table: pricing, platforms, data, and coverage at a glance.| Attribute | ||
|---|---|---|
| Pricing & plans | ||
Starting price | Free • From $9.99/mo | From $24.95 per unit |
Free tier | Yes | No |
Free trial | — | — |
Plan limits | 16 limits: Bronze: monitors: 1, Bronze: screeners: 1 +14 more | Intro Offer: term: 30 days on the current web offer and Intro Offer: renewal: $149.95/month after the promotional period |
| Platforms & access | ||
Web app | Yes | Yes |
Mobile app | Yes | Yes |
API access | Yes | No |
Broker sync | No | No |
Integrations | TradingView | — |
| Audience & fit | ||
Experience level | Beginner, Intermediate, Advanced | Intermediate, Advanced |
Best for | Retail Traders, Pro Retail +7 more | Retail Traders, Pro Retail +2 more |
Categories covered | 20 | 14 |
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 Granularity: Minute and EOD |
Data partners | 6 partners: Nasdaq, Financial Modeling Prep +4 more | — |
Capabilities | Universe builder and AI summaries: Filings, Transcripts, and News | Universe builder and Factors: Growth and Momentum |
Security | Data residency: US | — |
| Try it | Visit EPSMomentum | Visit MarketSurge |
Where each one shines
What EPSMomentum and MarketSurge each do best.ShowHide
Where each one shines
What EPSMomentum and MarketSurge each do best.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.
- Views for reviewing PEAD Stock Drift models that use post-earnings price behavior and historical patterns to frame a 90-day path with bands.
What MarketSurge does best
- IBD-style stock and ETF research workflows built around charts, ratings, curated lists, buy points, and sell signals.
- Discovery tools for ideas through curated lists such as Growth 250, Breaking Out Today, Near Pivot, RS Line Blue Dot, and Ants.
- Automated Pattern Recognition to highlight base patterns, buy zones, profit zones, and loss zones where supported.
- Views for reviewing proprietary IBD ratings, earnings and sales histories, institutional ownership, and 70+ technical or fundamental data points described in mobile listings.
- Screening for stocks and ETFs with customizable criteria and a promotional database reference of 8,000+ stocks and ETFs.
Every detail we compared
Every tracked attribute for EPSMomentum and MarketSurge, side by side.ShowHide
Every detail we compared
Every tracked attribute for EPSMomentum and MarketSurge, side by side.| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFs | StocksETFsMutual FundsFunds |
Experience | BeginnerIntermediateAdvanced | IntermediateAdvanced |
Target audience | Retail TradersPro RetailDay TradersSwing TradersLong-term InvestorsGrowth InvestorsQuality InvestorsAnalysts+1 more | Retail TradersPro RetailSwing TradersGrowth Investors |
Regions | North America | Not specified |
Coverage details | Countries: USIdentifiers: Ticker | Identifiers: Ticker |
| Data | ||
Data freshness | Real-timeEnd of Day | Real-time |
Data granularity | MinuteEOD | MinuteEOD |
Data partners | NasdaqFinancial Modeling PrepIntrinioZacksFinnhubTradingView | Not specified |
| Access & integrations | ||
API protocols | REST | Not specified |
API auth & delivery | Auth: APIKey | Not specified |
Import methods | Manual | Not specified |
Integrations | TradingView | Not specified |
| Plans & trust | ||
Security & compliance | Data residency: US | Not specified |
Capability signals | Universe builderAI summaries: Filings, Transcripts, and News | Universe builderFactors: Growth and Momentum |
Vendor & support | EPSM Inc.Country: USASupport: Email | Investor's Business Daily, Inc.Country: USSupport: Email, Phone, and Chat |
Curation ratings | Methodology 5/5Reliability 4/5UX 4/5 | Not specified |
Green tags are exclusive to that tool in this comparison.
What you'll actually pay
Plans, billing, trials, and per-month pricing for both tools.ShowHide
What you'll actually pay
Plans, billing, trials, and per-month pricing for both tools.| Tier | ||
|---|---|---|
| Free plan | Free“Bronze”monitors: 1 · screeners: 1 · +1 more | — |
| Entry paid plan | $9.99/mo“Silver”monitors: 3 · screeners: 3 · +2 more | $24.95 per unit“Intro Offer”term: 30 days on the current web offer · renewal: $149.95/month after the promotional period |
| Tier 2 | $49.99/mo“Gold”monitors: Unlimited · screeners: Unlimited · +2 more | $1499/yr≈ $124.92/mo“Premium Annual” |
| Top plan | $125/mo“Platinum”monitors: Unlimited · screeners: Unlimited · +3 more | $149.95/mo“Premium Monthly” |
Questions we keep getting
What's the difference between EPSMomentum and MarketSurge?
EPSMomentum leans toward screeners, stock ideas, and data visualizations, while MarketSurge puts more weight on stock ideas, screeners, and ETF screeners. They overlap in 9 categories, so for most people it comes down to workflow preference and price.
Is EPSMomentum or MarketSurge free to use?
EPSMomentum has a free tier, so you can get started without paying anything. MarketSurge is paid-only. If budget matters, start with EPSMomentum and see how far it takes you before opening your wallet.
Which is better for beginners: EPSMomentum or MarketSurge?
EPSMomentum is the friendlier place to start; its interface takes less getting used to. Both work fine once you're past the basics.
Does EPSMomentum or MarketSurge have an API?
EPSMomentum has an API for programmatic access and custom integrations. MarketSurge doesn't, so you're working through its interface.
Should I choose EPSMomentum or MarketSurge?
It depends on what you're after. Pick EPSMomentum if money flow and portfolio matter to you; go with MarketSurge if you'd rather have ETF screeners and alerts. And if you only need the basics both share, let price decide.
What asset classes do EPSMomentum and MarketSurge cover?
Both cover stocks and ETFs. MarketSurge adds mutual funds and funds on top.
Do EPSMomentum and MarketSurge offer real-time data?
Yes, both serve real-time market data, so either works when timing matters.
Is EPSMomentum or MarketSurge better for day trading?
EPSMomentum is the one positioned more for active traders. MarketSurge 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 MarketSurge?
Both EPSMomentum and MarketSurge 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 MarketSurge?
EPSMomentum handles portfolio tracking. MarketSurge is really a research tool; you'd track your portfolio elsewhere.
Keep researching
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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.