VOL. XCIV, NO. 247
BEST INVESTING TOOLS COMPARISON
Tool details checked August 23, 2026
Tool Comparison
EPSMomentum vs Trefis
Pick EPSMomentum if
EPSMomentum
Free • From $9.99/mo · Web · API · Mobile
- You want the cheaper way in: plans start at $9.99/mo instead of $19.95/mo
- Delayed quotes won't cut it; you need real-time data
- You do a lot of your research from your phone
Pick Trefis if
Trefis
Free • From $19.95/mo · Web
- You want valuation models, stock comparison, and risk metrics.
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 Trefis cover a lot of the same ground (5 shared categories, including stock ideas, data visualizations, and financials), so for the basics you won't go far wrong with either. EPSMomentum simply does more: 20 categories to Trefis's 9, including screeners, money flow, and portfolio, plus a mobile app. Trefis counters by keeping things simpler.
What readers say
EPSMomentum
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Trefis
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Key differences at a glance
- Cheaper paid plan
- EPSMomentum$9.99/mo vs $19.95/mo
- Free trial
- Trefis7 days
- Broader coverage
- EPSMomentum20 vs 9 categories
- Mobile app
- EPSMomentum
- API access
- EPSMomentum
- Real-time data
- 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 | Free • From $19.95/mo |
Free tier | Yes | Yes |
Free trial | — | 7 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 | No |
Broker sync | No | No |
Integrations | TradingView | — |
| Audience & fit | ||
Experience level | Beginner, Intermediate, Advanced | Beginner, Intermediate, Advanced |
Best for | Retail Traders, Pro Retail +7 more | — |
Categories covered | 20 | 9 |
Regions | North America | North America, Europe, APAC |
| Data & capabilities | ||
Data quality | 5 signals: Latency: Real-time and End of Day, Granularity: Minute and EOD +3 more | Latency: 15-min Delayed 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 | Stress tests: EquityCrash |
| Try it | Visit EPSMomentum | Visit Trefis |
Where each one shines
What EPSMomentum and Trefis each do best.ShowHide
Where each one shines
What EPSMomentum and Trefis 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.
- Review PEAD Stock Drift models that use post-earnings price behavior and historical patterns to frame a 90-day path with bands.
What Trefis does best
- Review company pages with valuation ratios, financial results, forward consensus estimates, ETF exposure, peer comparisons, and price behavior.
- Compare annual returns, monthly win rates, maximum drawdowns, and past market-shock losses against peers and the S&P 500.
- Browse current trade ideas and their forward return and drawdown records by strategy.
- Use Trefis Price models to change business-driver forecasts and produce a personal valuation estimate where a model is available.
- Inspect the sum-of-the-parts and DCF assumptions behind a Trefis Price estimate.
Every detail we compared
Every tracked attribute for EPSMomentum and Trefis, side by side.ShowHide
Every detail we compared
Every tracked attribute for EPSMomentum and Trefis, side by side.| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFs | Stocks |
Experience | BeginnerIntermediateAdvanced | BeginnerIntermediateAdvanced |
Target audience | Retail TradersPro RetailDay TradersSwing TradersLong-term InvestorsGrowth InvestorsQuality InvestorsAnalysts+1 more | Not specified |
Regions | North America | North AmericaEuropeAPAC |
Coverage details | Countries: USIdentifiers: Ticker | Identifiers: Ticker |
| Data | ||
Data freshness | Real-timeEnd of Day | 15-min DelayedEnd 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 | Not specified |
Integrations | TradingView | Not specified |
Export formats | Not specified | ExcelPDFImage |
| Plans & trust | ||
Capability signals | Universe builderAI summaries: Filings, Transcripts, and News | Stress tests: EquityCrash |
Vendor & support | EPSM Inc.Country: USASupport: Email | Insight Guru Inc.Country: USSupport: Email and Phone |
Curation ratings | Methodology 5/5Reliability 4/5UX 4/5 | Methodology 4/5Reliability 4/5UX 4/5 |
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 | Free“Free public pages” |
| Entry paid plan | $9.99/mo“Silver”monitors: 3 · screeners: 3 · +2 more | $19.95/mo“Research and Data Essential” |
| Tier 2 | $49.99/mo“Gold”monitors: Unlimited · screeners: Unlimited · +2 more | $19.95/mo“Software Basic” |
| Tier 3 | $125/mo“Platinum”monitors: Unlimited · screeners: Unlimited · +3 more | $59.95/mo“Research and Data Premium” |
| Top plan | — | $59.95/mo“Software Professional” |
| Custom / enterprise | — | Contact sales“Business or Enterprise” |
| Free trial | — | 7 days |
Questions we keep getting
What's the difference between EPSMomentum and Trefis?
EPSMomentum leans toward screeners, stock ideas, and data visualizations, while Trefis puts more weight on valuation models, financials, and data visualizations. They overlap in 5 categories, so for most people it comes down to workflow preference and price.
How much do EPSMomentum and Trefis cost?
Good news: both EPSMomentum and Trefis have free plans, so you can run them side by side and only pay if you hit a wall.
Can I use EPSMomentum or Trefis on my phone?
EPSMomentum lists a dedicated mobile app, so it travels better. Trefis doesn't list a dedicated mobile app; its documented access is web.
Does EPSMomentum or Trefis have an API?
EPSMomentum has an API for programmatic access and custom integrations. Trefis doesn't, so you're working through its interface.
Should I choose EPSMomentum or Trefis?
It depends on what you're after. Pick EPSMomentum if screeners and money flow matter to you; go with Trefis if you'd rather have valuation models and stock comparison. And if you only need the basics both share, let price decide.
What asset classes do EPSMomentum and Trefis cover?
Both cover stocks. EPSMomentum also handles ETFs.
Does EPSMomentum or Trefis have real-time data?
EPSMomentum offers real-time data, which matters if you trade actively. Trefis runs on delayed or end-of-day data, which is perfectly fine for longer-term investors who don't live and die by the tick.
Which covers international markets: EPSMomentum or Trefis?
Trefis has documented international coverage (North America, Europe, and APAC), 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 Trefis?
Trefis exports to Excel. EPSMomentum is stingier about getting data out.
Is EPSMomentum or Trefis better for day trading?
EPSMomentum is the one positioned more for active traders. Trefis 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 Trefis?
EPSMomentum has a stock screener for surfacing ideas; Trefis doesn't, and focuses its energy elsewhere.
Can I track my portfolio with EPSMomentum or Trefis?
EPSMomentum handles portfolio tracking. Trefis 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.