Tool Comparison
Finbox vs Trefis
- Paid from
- $10/mo
- Free plan
- Yes
- Platforms
- Web
Best if
- You want screeners, watchlist, and institutional ownership.
- Paid from
- On request
- Free plan
- Yes
- Platforms
- Web
Best if
- You want risk metrics, AI research, and blogs.
Pick Finbox if
Finbox
Free • From $120/yr · Web
- You want screeners, watchlist, and institutional ownership.
Pick Trefis if
Trefis
Free • Contact for pricing · Web
- You want risk metrics, AI research, and blogs.
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 Trefis cover a lot of the same ground (5 shared categories, including stock ideas, stock comparison, and data visualizations), so for the basics you won't go far wrong with either. Finbox includes screeners and watchlist, and Trefis includes risk metrics and AI research.
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Finbox
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Trefis
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Key differences at a glance
- Asset coverage
- FinboxAdds ETFs
- 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 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.
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 • Contact for pricing |
Free tier | Yes | Yes |
Free trial | — | — |
Plan limits | Data Boost add-on: pricing unit: per region per month | — |
| Platforms & access | ||
Web app | Yes | Yes |
Mobile app | No | No |
API access | No | No |
Broker sync | — | No |
Integrations | Microsoft Excel and Google Spreadsheets | — |
| Audience & fit | ||
Experience level | Beginner, Intermediate, Advanced | Beginner, Intermediate, Advanced |
Best for | Retail Traders, Pro Retail +3 more | — |
Categories covered | 11 | 9 |
Regions | North America, Europe, APAC, LatAm, Middle East, Africa | North America, Europe, APAC |
| Data & capabilities | ||
Data quality | Granularity: EOD | Latency: 15-min Delayed and End of Day and Granularity: EOD |
Data partners | S&P Global Market Intelligence | — |
Capabilities | Universe builder | Stress tests: EquityCrash |
| Try it | Visit Finbox | Visit Trefis |
Standout features
The best features of Finbox and Trefis.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 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.
All details
Every attribute we track for Finbox and Trefis.ShowHide
All details
| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFs | Stocks |
Experience | BeginnerIntermediateAdvanced | BeginnerIntermediateAdvanced |
Target audience | Retail TradersPro RetailAnalystsFinancial AdvisorsAsset Managers | Not specified |
Regions | North AmericaEuropeAPACLatAmMiddle EastAfrica | North AmericaEuropeAPAC |
Coverage details | Identifiers: Ticker | Identifiers: Ticker |
| Data | ||
Data freshness | Not specified | 15-min DelayedEnd of Day |
Data granularity | EOD | EOD |
Data partners | S&P Global Market Intelligence | Not specified |
| Access & integrations | ||
Import methods | Manual | Not specified |
Integrations | Microsoft ExcelGoogle Spreadsheets | Not specified |
Export formats | CSVExcel | Excel |
| Plans & trust | ||
Capability signals | Universe builder | Stress tests: EquityCrash |
Vendor & support | Support: Email | Insight Guru Inc.Country: USSupport: Email and Phone |
Curation ratings | Not specified | Methodology 4/5Reliability 4/5UX 4/5 |
Green tags are exclusive to that tool in this comparison.
Pricing
Plans, billing, free trials, and monthly prices.ShowHide
Pricing
| Tier | ||
|---|---|---|
| Free plan | Free | Free“Free public pages” |
| Entry paid plan | $120/yr≈ $10/mo“Starter” | — |
| Tier 2 | $300/yr≈ $25/mo“Executive” | — |
| Top plan | $792/yr≈ $66/mo“Professional” | — |
| Custom / enterprise | — | Contact sales“Business or Enterprise” |
Alternatives
Free alternatives
Questions we keep getting
What's the difference between Finbox and Trefis?
Finbox leans toward stock ideas, screeners, and stock comparison, 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 Finbox and Trefis cost?
Good news: both Finbox and Trefis have free plans, so you can run them side by side and only pay if you hit a wall.
Should I choose Finbox or Trefis?
It depends on what you're after. Pick Finbox if screeners and watchlist matter to you; go with Trefis if you'd rather have risk metrics and AI research. And if you only need the basics both share, let price decide.
What asset classes do Finbox and Trefis cover?
Both cover stocks. Finbox also handles ETFs.
Can I export data from Finbox and Trefis?
Yes, both export to spreadsheets (Excel), which is handy if you like running your own numbers.
Which has a better stock screener: Finbox or Trefis?
Finbox has a stock screener for surfacing ideas; Trefis doesn't, and focuses its energy elsewhere.
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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.