Tool Comparison
Finbox vs The Ledger Terminal
- Paid from
- $10/mo
- Free plan
- Yes
- Platforms
- Web
Best if
- You want institutional ownership, analyst forecasts, and sheets / excel add-ins.
- Paid from
- —
- Free plan
- Yes
- Platforms
- Web
Best if
- You want alerts, news, and scores.
- You're a long-term investor who cares more about fundamentals than headlines
Pick Finbox if
Finbox
Free • From $120/yr · Web
- You want institutional ownership, analyst forecasts, and sheets / excel add-ins.
Pick The Ledger Terminal if
The Ledger Terminal
Free • Paid plans available · Web
- You want alerts, news, and scores.
- You're a long-term investor who cares more about fundamentals than headlines
Skip both if: Neither one clicks with how you research; there are strong third options.
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Our take
The bottom line
Finbox and The Ledger Terminal cover a lot of the same ground (8 shared categories, including stock ideas, screeners, and stock comparison), so for the basics you won't go far wrong with either. The Ledger Terminal simply does more: 17 categories to Finbox's 11, including alerts, news, and scores. Finbox counters by keeping things simpler.
What readers say
Finbox
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The Ledger Terminal
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Key differences at a glance
- Asset coverage
- FinboxAdds ETFs
- Free trial
- The Ledger Terminal7 days
- Broader coverage
- The Ledger Terminal17 vs 11 categories
- Free plan
- Both
What Finbox does best
- Screen more than 100,000 stocks on over 130 exchanges with more than 1,000 metrics, filters, saved screens, and watchlist imports.
- Review 10 years of normalized financials, valuation ratios, forecasts, metric definitions, and calculation examples.
- Inspect and edit valuation models, including discounted cash flow, comparable-company, and dividend discount models.
- Edit financial models online, review validation checks, share model links, and export models to Google Spreadsheets or Excel with formulas intact.
- Build watchlists with custom columns, bulk ticker imports, filters, and price targets.
What The Ledger Terminal does best
- Direct access to one-page stock tearsheets that combine business description, historical financials, valuation visuals, quality checks, SEC filing links, and relevant news.
- More than 10,000 US stocks, plus UK companies sourced from ESEF filings.
- Review SEC EDGAR-derived financial-statement history with source filing links, automated QA checks, annual and quarterly data, and trailing twelve months where available.
- Log-scale valuation charts to compare price against fair value views such as P/E, P/FCF, P/CF, and P/OE owner earnings.
- Support for applying a 9-point quality checklist covering profitability, growth, capital efficiency, shareholder returns, fair value, and balance-sheet health.
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 $120/yr | Free • Paid plans available |
Free tier | Yes | Yes |
Free trial | — | 7 days |
Plan limits | Data Boost add-on: pricing unit: per region per month | 7 limits: Free: anonymous daily stock views: 1, Free: authenticated daily stock views: 6 +5 more |
| Platforms & access | ||
Web app | Yes | Yes |
Mobile app | No | No |
API access | No | No |
Broker sync | — | No |
Integrations | Microsoft Excel and Google Spreadsheets | SEC EDGAR source links and Third-party financial data |
| Audience & fit | ||
Experience level | Beginner, Intermediate, Advanced | Beginner, Intermediate, Advanced |
Best for | Retail Traders, Pro Retail +3 more | Retail Traders, Pro Retail +7 more |
Categories covered | 11 | 17 |
Regions | North America, Europe, APAC, LatAm, Middle East, Africa | North America, Europe |
| Data & capabilities | ||
Data quality | Granularity: EOD | 3 signals: Latency: End of Day, Granularity: EOD +1 more |
Data partners | S&P Global Market Intelligence | 3 partners: SEC EDGAR, Third-party financial data +1 more |
Capabilities | Universe builder | Universe builder and Factors: Value, Quality, Growth, and Size |
Security | — | Data residency: EU and Other and Encryption in transit |
| Try it | Visit Finbox | Visit The Ledger Terminal |
Standout features
The best features of Finbox and The Ledger Terminal.ShowHide
Standout features
What Finbox does best
- Screen more than 100,000 stocks on over 130 exchanges with more than 1,000 metrics, filters, saved screens, and watchlist imports.
- Review 10 years of normalized financials, valuation ratios, forecasts, metric definitions, and calculation examples.
- Inspect and edit valuation models, including discounted cash flow, comparable-company, and dividend discount models.
- Edit financial models online, review validation checks, share model links, and export models to Google Spreadsheets or Excel with formulas intact.
- Build watchlists with custom columns, bulk ticker imports, filters, and price targets.
What The Ledger Terminal does best
- Direct access to one-page stock tearsheets that combine business description, historical financials, valuation visuals, quality checks, SEC filing links, and relevant news.
- More than 10,000 US stocks, plus UK companies sourced from ESEF filings.
- Review SEC EDGAR-derived financial-statement history with source filing links, automated QA checks, annual and quarterly data, and trailing twelve months where available.
- Log-scale valuation charts to compare price against fair value views such as P/E, P/FCF, P/CF, and P/OE owner earnings.
- Support for applying a 9-point quality checklist covering profitability, growth, capital efficiency, shareholder returns, fair value, and balance-sheet health.
All details
Every attribute we track for Finbox and The Ledger Terminal.ShowHide
All details
| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFs | Stocks |
Experience | BeginnerIntermediateAdvanced | BeginnerIntermediateAdvanced |
Target audience | Retail TradersPro RetailAnalystsFinancial AdvisorsAsset Managers | Retail TradersPro RetailLong-term InvestorsValue InvestorsQuality InvestorsGrowth InvestorsDividend InvestorsAnalysts+1 more |
Regions | North AmericaEuropeAPACLatAmMiddle EastAfrica | North AmericaEurope |
Coverage details | Identifiers: Ticker | Countries: US and GBIdentifiers: Ticker |
| Data | ||
Data freshness | Not specified | End of Day |
Data granularity | EOD | EOD |
Pricing sources | Not specified | VendorModel |
Data partners | S&P Global Market Intelligence | SEC EDGARThird-party financial dataFinancial outlets and wire services |
| Access & integrations | ||
Import methods | Manual | Manual |
Integrations | Microsoft ExcelGoogle Spreadsheets | SEC EDGAR source linksThird-party financial data |
Export formats | CSVExcel | Excel |
| Plans & trust | ||
Security & compliance | Not specified | Data residency: EU and OtherEncryption in transit |
Capability signals | Universe builder | Universe builderFactors: Value, Quality, Growth, and Size |
Vendor & support | Support: Email | The Ledger TerminalCountry: PortugalSupport: Email |
Green tags are exclusive to that tool in this comparison.
Pricing
Plans, billing, free trials, and monthly prices.ShowHide
Pricing
| Tier | ||
|---|---|---|
| Free plan | Free | Freeanonymous daily stock views: 1 · authenticated daily stock views: 6 · +2 more |
| Entry paid plan | $120/yr≈ $10/mo“Starter” | Subscription“Pro (Annual)”annual renewal usd: 144 · financial history years: 15 · +1 more |
| Tier 2 | $300/yr≈ $25/mo“Executive” | — |
| Top plan | $792/yr≈ $66/mo“Professional” | — |
| Free trial | — | 7 days |
Questions we keep getting
What's the difference between Finbox and The Ledger Terminal?
Finbox leans toward stock ideas, screeners, and stock comparison, while The Ledger Terminal puts more weight on stock ideas, screeners, and stock comparison. They overlap in 8 categories, so for most people it comes down to workflow preference and price.
How much do Finbox and The Ledger Terminal cost?
Good news: both Finbox and The Ledger Terminal have free plans, so you can run them side by side and only pay if you hit a wall.
Should I choose Finbox or The Ledger Terminal?
It depends on what you're after. Pick Finbox if institutional ownership and analyst forecasts matter to you; go with The Ledger Terminal if you'd rather have alerts and news. And if you only need the basics both share, let price decide.
What asset classes do Finbox and The Ledger Terminal cover?
Both cover stocks. Finbox also handles ETFs.
Can I export data from Finbox and The Ledger Terminal?
Yes, both export to spreadsheets (Excel), which is handy if you like running your own numbers.
Which has a better stock screener: Finbox or The Ledger Terminal?
Both Finbox and The Ledger Terminal include stock screeners, and they differ more in interface than raw power; try both and see which one clicks for you.
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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.