★ BEST INVESTING TOOLS COMPARISON ★
VOL. XCIV, NO. 247
Source check: StreamXLS checked July 22, 2026
Tool Comparison
EPSMomentum vs StreamXLS
Start here
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 $49.17/mo
- You do a lot of your research from your phone
Pick StreamXLS instead if
StreamXLS
From $590/yr · Desktop
- You care about sheets / excel add-ins and broker connectors, 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 StreamXLS cover a lot of the same ground (2 shared categories, portfolio and custom dashboards), so for the basics you won't go far wrong with either. EPSMomentum simply does more: 20 categories to StreamXLS's 4, including screeners, stock ideas, and data visualizations, plus a mobile app. StreamXLS counters by keeping things simpler.
What readers say
EPSMomentum
Vote once to reveal the community verdict.
StreamXLS
Vote once to reveal the community verdict.
Key differences at a glance
- Free plan
- EPSMomentum
- Cheaper paid plan
- EPSMomentum$9.99/mo vs $49.17/mo
- Free trial
- StreamXLS30 days
- Broader coverage
- EPSMomentum20 vs 4 categories
- Mobile app
- EPSMomentum
- Desktop app
- StreamXLS
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 $590/yr |
Free tier | Yes | No |
Free trial | — | 30 days |
Plan limits | 16 limits: Bronze: monitors: 1, Bronze: screeners: 1 +14 more | 15 limits: 30-Day Full-Featured Trial: duration days: 30, Personal Monthly: licensed machines: 1 +13 more |
| Platforms & access | ||
Web app | Yes | No |
Desktop app | No | Yes |
Mobile app | Yes | No |
API access | Yes | No |
Broker sync | No | Yes |
Integrations | TradingView | Microsoft Excel for Windows, Interactive Brokers Trader Workstation +2 more |
| Audience & fit | ||
Experience level | Beginner, Intermediate, Advanced | Intermediate, Advanced |
Best for | Retail Traders, Pro Retail +7 more | Retail Traders, Pro Retail +4 more |
Categories covered | 20 | 4 |
Regions | North America | — |
| Data & capabilities | ||
Data quality | 5 signals: Latency: Real-time and End of Day, Granularity: Minute and EOD +3 more | Latency: Streaming, Real-time, and 15-min Delayed |
Data partners | 6 partners: Nasdaq, Financial Modeling Prep +4 more | — |
Capabilities | Universe builder and AI summaries: Filings, Transcripts, and News | — |
Security | Data residency: US | — |
| Try it | Visit EPSMomentum | Visit StreamXLS |
Where each one shines
What EPSMomentum and StreamXLS each do best.ShowHide
Where each one shines
What EPSMomentum and StreamXLS 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 StreamXLS does best
- Use native Excel RTD formulas to stream IBKR market quotes, account values, positions, live P&L, and open orders into a workbook.
- Connect locally to Trader Workstation or IB Gateway through the user's own TWS API installation and IBKR account.
- Work with stocks, futures, options, and FX supported by the documented contract syntax and the user's IBKR permissions.
- Monitor multiple IBKR accounts and multiple Excel instances on one licensed Windows machine.
- Reuse and deduplicate identical RTD topics, buffer updates while Excel is busy, and resubscribe after supported reconnect scenarios.
Every detail we compared
Every tracked attribute for EPSMomentum and StreamXLS, side by side.ShowHide
Every detail we compared
Every tracked attribute for EPSMomentum and StreamXLS, side by side.| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFs | StocksOptionsFuturesCurrencies |
Experience | BeginnerIntermediateAdvanced | IntermediateAdvanced |
Target audience | Retail TradersPro RetailDay TradersSwing TradersLong-term InvestorsGrowth InvestorsQuality InvestorsAnalysts+1 more | Retail TradersPro RetailDay TradersSwing TradersAlgo TradersQuants/Developers |
Regions | North America | Not specified |
Coverage details | Countries: USIdentifiers: Ticker | Identifiers: Ticker |
| Data | ||
Data freshness | Real-timeEnd of Day | StreamingReal-time15-min Delayed |
Data granularity | MinuteEOD | Not specified |
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 | Microsoft Excel for WindowsInteractive Brokers Trader WorkstationInteractive Brokers GatewayInteractive Brokers TWS API |
| Plans & trust | ||
Security & compliance | Data residency: US | Not specified |
Capability signals | Universe builderAI summaries: Filings, Transcripts, and News | Not specified |
Vendor & support | EPSM Inc.Country: USASupport: Email | StreamXLS LLCCountry: United StatesSupport: Email |
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 | $590/yr≈ $49.17/mo“Personal Annual”annual price usd: 590 · licensed machines: 1 · +1 more |
| Tier 2 | $49.99/mo“Gold”monitors: Unlimited · screeners: Unlimited · +2 more | $59/mo“Personal Monthly”licensed machines: 1 · named users: 1 |
| Tier 3 | $125/mo“Platinum”monitors: Unlimited · screeners: Unlimited · +3 more | $1950/yr≈ $162.50/mo“Professional Annual”annual price usd: 1,950 · licensed machines: 1 · +1 more |
| Top plan | — | $195/mo“Professional Monthly”licensed machines: 1 · named users: 1 |
| Free trial | — | 30 days |
Questions we keep getting
What's the difference between EPSMomentum and StreamXLS?
EPSMomentum leans toward screeners, stock ideas, and data visualizations, while StreamXLS puts more weight on sheets / excel add-ins, broker connectors, and portfolio. They overlap in 2 categories, so for most people it comes down to workflow preference and price.
Is EPSMomentum or StreamXLS free to use?
EPSMomentum has a free tier, so you can get started without paying anything. StreamXLS 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 StreamXLS?
EPSMomentum is the friendlier place to start; its interface takes less getting used to. Both work fine once you're past the basics.
Can I use EPSMomentum or StreamXLS on my phone?
EPSMomentum lists a dedicated mobile app, so it travels better. StreamXLS doesn't list a dedicated mobile app; its documented access is desktop.
Does EPSMomentum or StreamXLS have an API?
EPSMomentum has an API for programmatic access and custom integrations. StreamXLS doesn't, so you're working through its interface.
Should I choose EPSMomentum or StreamXLS?
It depends on what you're after. Pick EPSMomentum if screeners and stock ideas matter to you; go with StreamXLS if you'd rather have sheets / excel add-ins and broker connectors. And if you only need the basics both share, let price decide.
What asset classes do EPSMomentum and StreamXLS cover?
Both cover stocks. EPSMomentum also handles ETFs. StreamXLS adds options, futures, and currencies on top.
Do EPSMomentum and StreamXLS offer real-time data?
Yes, both serve real-time market data, so either works when timing matters.
Can EPSMomentum or StreamXLS connect to my broker?
StreamXLS syncs with brokers automatically. With EPSMomentum, you're entering holdings by hand or importing files.
Which has a better stock screener: EPSMomentum or StreamXLS?
EPSMomentum has a stock screener for surfacing ideas; StreamXLS doesn't, and focuses its energy elsewhere.
Can I track my portfolio with EPSMomentum or StreamXLS?
Yes, both do portfolio tracking: holdings, performance, and allocation in one place.
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.