VOL. XCIV, NO. 247
★ BEST INVESTING TOOLS COMPARISON ★
NO ADVICE
Thursday, February 19, 2026
Tool Comparison
Finbox vs Trefis comparison
Compare pricing, supported platforms, categories, and standout capabilities to decide which tool fits your workflow.
At a glance
Tool
Finbox
$10/mo
Starting price
Plans & pricing
Tool
Trefis
—
Starting price
Plans & pricing
Vote sentiment comparison
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Platform details
| Attribute | Finbox | Trefis |
|---|---|---|
Asset types | StocksETFs | Stocks |
Experience | BeginnerIntermediateAdvanced | BeginnerIntermediateAdvanced |
Regions | North AmericaEuropeAPACLatAmMiddle EastAfrica | North AmericaEuropeAPAC |
Data freshness | Not specified | 15-min DelayedEnd of Day |
API access | Not specified | Not specified |
Export formats | CSVExcel | ExcelPDFImage |
Coverage overlap
Categories where both tools offer overlapping coverage.
Categories covered by Finbox only.
Frequently Asked Questions
What's the difference between Finbox and Trefis?
Finbox focuses on Stock Ideas, Screeners, and Stock Comparison while Trefis specializes in Valuation Models, Financials, and Data Visualizations. They overlap in 4 categories, so choose based on your preferred workflow and pricing.
How much do Finbox and Trefis cost?
Good news—both Finbox and Trefis offer free plans. You can try each platform without commitment and only pay when you need premium features.
Should I choose Finbox or Trefis?
Choose Finbox if you need Stock screener with filters, columns, sorting, saved screens, and “import results to watchlist” workflow; exports are CSV and require Starter + Data Boost or Professional., and Data Explorer with 1,000+ metrics plus metric definitions and example calculations.. Go with Trefis if Interactive “what-if” stock models - adjust forecasts, watch the valuation update in real time, and save or compare multiple scenarios., and Excel round-trip workflow: export models to Excel, make changes locally, then upload again to auto-create interactive dashboards without IT support or templates. better fits how you invest.
What asset classes do Finbox and Trefis cover?
Both cover Stocks. Finbox also includes ETFs.
Can I export data from Finbox and Trefis?
Both platforms let you export data to spreadsheets (Excel). This is useful for custom analysis or record-keeping.
Which has a better stock screener—Finbox or Trefis?
Finbox includes a stock screener for finding investment ideas. Trefis focuses on other analytical tools.
Other tools you might like
These profiles share overlapping coverage with both sides of this matchup.
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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.