VOL. XCIV, NO. 247

★ A CURATED DIRECTORY OF FINANCIAL TOOLS ★

PRICE: 5 CENTS

Friday, December 19, 2025

Tool Comparison

EPSMomentum vs Reflexivity comparison

Compare pricing, supported platforms, categories, and standout capabilities to decide which tool fits your workflow.

Quick takeaways

EPSMomentum adds Stock Ideas, Data Visualizations, Money Flow, Watchlist, News Sentiment, Market Sentiment, Dark Pool & Off-Exchange, Financials, Scores, Short Interest, Education, Videos, and Custom Dashboards coverage that Reflexivity skips.

Reflexivity includes Quant, Performance Attribution, Scenario & Stress Tests, Alerts, Data APIs, and APIs & SDKs categories that EPSMomentum omits.

EPSMomentum has a free tier, while Reflexivity requires a paid plan.

EPSMomentum ships a mobile app. Reflexivity is web/desktop only.

In depth comparison

EPSMomentum logo

EPSMomentum

epsmomentum.com

Web‑based US stock & ETF analytics platform focused on earnings momentum, estimate revisions, and proprietary timing signals (Timing Momentum, Powerdays, PEAD Drift). Combines real‑time prices, unique scanners, sector/market dashboards, AI Analyst and chat rooms to help growth‑oriented investors and traders identify high‑potential names and optimize entries/exits.

Platforms

WebAPIMobile

Pricing

FreeSubscription

Quick highlights

  • Real-time US stock and ETF prices with advanced charting that overlays earnings, EM Scores, timing indicators and key fundamentals in a single view.
  • Proprietary Earnings Momentum (EM) Score and Growth & Acceleration Earnings Matrix that score stocks on multi-quarter revenue, EPS, margins and free cash flow trends to surface true growth leaders.
  • Stock Scorer that lets you rank screened stocks using your own scoring criteria to identify the best setups for your process.
  • Estimates Revision Score (RS) that tracks changes in Wall Street earnings and sales forecasts to highlight positive and negative revision regimes.
  • Timing Momentum framework combining five proprietary intraday signals-Trend, Price Momentum Slope, Relative Market Rank Slope, Powerdays and EMA 20/50-to help decide when to enter or exit positions.

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Reflexivity logo

Reflexivity

reflexivity.com

Reflexivity is a sales-led enterprise platform (annual subscription) designed for institutions. Deep Research features are still in beta and not enabled for all accounts. All listed data sources (S&P Global, Refinitiv, Nasdaq, Cboe, etc.) are included out of the box-no separate contracts required.

Platforms

WebAPI

Pricing

Subscription

Quick highlights

  • Institutional-grade AI research environment with verified data from S&P Global, Refinitiv Datastream, Nasdaq, and Cboe-all included without the need for separate data contracts.
  • Deep Research agent that can write and execute Python, run backtests, generate Excel models, export code and data, and produce publication-ready reports.
  • Document Intelligence to search and extract from SEC filings, transcripts, presentations, and central bank documents; includes OCR for charts and tables and custom ingestion for proprietary docs.
  • Portfolio Insights delivers real-time alerts, risk/exposure analytics, and performance attribution. Portfolios can be replicated via manual entry or file upload. The system produces over 1,500 daily insights spanning 40k+ assets, 250+ indicators, and 20 years of history.
  • Scenario Analysis allows backtesting and stress testing with 50+ years of historical market data. Users can model custom scenarios and view results in real time.

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Where they differ

EPSMomentum

Distinct strengths include:

  • Real-time US stock and ETF prices with advanced charting that overlays earnings, EM Scores, timing indicators and key fundamentals in a single view.
  • Proprietary Earnings Momentum (EM) Score and Growth & Acceleration Earnings Matrix that score stocks on multi-quarter revenue, EPS, margins and free cash flow trends to surface true growth leaders.
  • Stock Scorer that lets you rank screened stocks using your own scoring criteria to identify the best setups for your process.
  • Estimates Revision Score (RS) that tracks changes in Wall Street earnings and sales forecasts to highlight positive and negative revision regimes.

Reflexivity

Distinct strengths include:

  • Institutional-grade AI research environment with verified data from S&P Global, Refinitiv Datastream, Nasdaq, and Cboe-all included without the need for separate data contracts.
  • Deep Research agent that can write and execute Python, run backtests, generate Excel models, export code and data, and produce publication-ready reports.
  • Document Intelligence to search and extract from SEC filings, transcripts, presentations, and central bank documents; includes OCR for charts and tables and custom ingestion for proprietary docs.
  • Portfolio Insights delivers real-time alerts, risk/exposure analytics, and performance attribution. Portfolios can be replicated via manual entry or file upload. The system produces over 1,500 daily insights spanning 40k+ assets, 250+ indicators, and 20 years of history.

Feature-by-feature breakdown

AttributeEPSMomentumReflexivity
Categories

Which research workflows each platform targets

Shared: Screeners, Portfolio, Backtesting, News, Transcripts, AI, AI Chat, AI Report

Unique: Stock Ideas, Data Visualizations, Money Flow, Watchlist, News Sentiment, Market Sentiment, Dark Pool & Off-Exchange, Financials, Scores, Short Interest, Education, Videos, Custom Dashboards

Shared: Screeners, Portfolio, Backtesting, News, Transcripts, AI, AI Chat, AI Report

Unique: Quant, Performance Attribution, Scenario & Stress Tests, Alerts, Data APIs, APIs & SDKs

Asset types

Supported asset classes and universes

Stocks, ETFs

Stocks, ETFs, Bonds, Commodities, Currencies

Experience levels

Who each product is built for

Beginner, Intermediate, Advanced

Intermediate, Advanced

Platforms

Where you can access the product

Web, API, Mobile

Web, API

Pricing

High-level pricing models

Free, Subscription

Subscription

Key features

Core capabilities called out by each vendor

Unique

  • Real-time US stock and ETF prices with advanced charting that overlays earnings, EM Scores, timing indicators and key fundamentals in a single view.
  • Proprietary Earnings Momentum (EM) Score and Growth & Acceleration Earnings Matrix that score stocks on multi-quarter revenue, EPS, margins and free cash flow trends to surface true growth leaders.
  • Stock Scorer that lets you rank screened stocks using your own scoring criteria to identify the best setups for your process.
  • Estimates Revision Score (RS) that tracks changes in Wall Street earnings and sales forecasts to highlight positive and negative revision regimes.
  • Timing Momentum framework combining five proprietary intraday signals-Trend, Price Momentum Slope, Relative Market Rank Slope, Powerdays and EMA 20/50-to help decide when to enter or exit positions.
  • Post Earnings Announcement Drift (PEAD) “Stock Drift” model that uses the first 24 hours after earnings (pre/post-market and first trading session) plus up to 10 years of history to project a 90‑day price path with bands.

Unique

  • Institutional-grade AI research environment with verified data from S&P Global, Refinitiv Datastream, Nasdaq, and Cboe-all included without the need for separate data contracts.
  • Deep Research agent that can write and execute Python, run backtests, generate Excel models, export code and data, and produce publication-ready reports.
  • Document Intelligence to search and extract from SEC filings, transcripts, presentations, and central bank documents; includes OCR for charts and tables and custom ingestion for proprietary docs.
  • Portfolio Insights delivers real-time alerts, risk/exposure analytics, and performance attribution. Portfolios can be replicated via manual entry or file upload. The system produces over 1,500 daily insights spanning 40k+ assets, 250+ indicators, and 20 years of history.
  • Scenario Analysis allows backtesting and stress testing with 50+ years of historical market data. Users can model custom scenarios and view results in real time.
  • Smart Screening across 40k+ global securities with thematic, fundamental, technical, and ESG filters, plus unique criteria like insider trades, government trades, and management changes.
Tested

Verified by hands-on testing inside Find My Moat

Not yet

Not yet

Editor pick

Featured inside curated shortlists

Standard listing

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Frequently Asked Questions

Which workflows do EPSMomentum and Reflexivity both support?

Both platforms cover Screeners, Portfolio, Backtesting, News, Transcripts, AI, AI Chat, and AI Report workflows, so you can research those use cases in either tool before digging into the feature differences below.

Which tool offers a free plan?

EPSMomentum offers a free entry point, while Reflexivity requires a paid subscription. Review the pricing table to see how the paid tiers compare.

Which tool has mobile access?

EPSMomentum ships a dedicated mobile experience, while Reflexivity focuses on web or desktop access.

What unique strengths set the two platforms apart?

EPSMomentum differentiates itself with Real-time US stock and ETF prices with advanced charting that overlays earnings, EM Scores, timing indicators and key fundamentals in a single view., Proprietary Earnings Momentum (EM) Score and Growth & Acceleration Earnings Matrix that score stocks on multi-quarter revenue, EPS, margins and free cash flow trends to surface true growth leaders., and Stock Scorer that lets you rank screened stocks using your own scoring criteria to identify the best setups for your process., whereas Reflexivity stands out for Institutional-grade AI research environment with verified data from S&P Global, Refinitiv Datastream, Nasdaq, and Cboe-all included without the need for separate data contracts., Deep Research agent that can write and execute Python, run backtests, generate Excel models, export code and data, and produce publication-ready reports., and Document Intelligence to search and extract from SEC filings, transcripts, presentations, and central bank documents; includes OCR for charts and tables and custom ingestion for proprietary docs..

Keep exploring

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.