VOL. XCIV, NO. 247
BEST INVESTING TOOLS COMPARISON
Source checks: FINVIZ checked August 23, 2026 · Optuma checked September 5, 2026
Tool Comparison
FINVIZ vs Optuma
Pick FINVIZ if
FINVIZ
Free • From $299.50/yr · Web · API
- You'd rather start free and only pay if you outgrow it
- You want the cheaper way in: plans start at $24.96/mo instead of $67.5/mo
- You want an API so you can script or automate things
Pick Optuma if
Optuma
From $810/yr · Desktop
- You care about ETF comparison, quant, and watchlist, things FINVIZ doesn't offer
Skip both if: Neither one clicks with how you research; there are strong third options.
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Our take
The bottom line
FINVIZ and Optuma cover a lot of the same ground (6 shared categories, including screeners, stock comparison, and data visualizations), so for the basics you won't go far wrong with either. FINVIZ simply does more: 17 categories to Optuma's 10, including ETF screeners, news, and alerts. Optuma counters by keeping things simpler.
What readers say
FINVIZ
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Optuma
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Key differences at a glance
- Free plan
- FINVIZ
- Cheaper paid plan
- FINVIZ$24.96/mo vs $67.5/mo
- Broader coverage
- FINVIZ17 vs 10 categories
- Desktop app
- Optuma
- API access
- FINVIZ
- Global coverage
- Optuma
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 $299.50/yr | From $810/yr |
Free tier | Yes | No |
Free trial | 7 days | 14 days |
Plan limits | 18 limits: Free: screener presets: 50, Free: items per page: 20 (table) / 36 (charts) / 10 (snapshots) +16 more | — |
| Platforms & access | ||
Web app | Yes | No |
Desktop app | No | Yes |
Mobile app | No | No |
API access | Yes | No |
Broker sync | No | No |
Integrations | — | Bloomberg |
| Audience & fit | ||
Experience level | Beginner, Intermediate, Advanced | Intermediate, Advanced |
Best for | Retail Traders, Pro Retail +3 more | Pro Retail, Analysts +3 more |
Categories covered | 17 | 10 |
Regions | North America | North America, Europe, APAC, LatAm, Middle East, Africa |
| Data & capabilities | ||
Data quality | Latency: Real-time | 3 signals: Latency: Real-time and End of Day, Granularity: Minute and EOD +1 more |
Data partners | — | RRG Research and Bloomberg |
Capabilities | Universe builder and Correlation | 9 signals: Custom formulas, Ranking backtests +7 more |
| Try it | Visit FINVIZ | Visit Optuma |
Where each one shines
What FINVIZ and Optuma each do best.ShowHide
Where each one shines
What FINVIZ and Optuma each do best.What FINVIZ does best
- Screening for U.S. stocks and ETFs with a mix of valuation, growth, profitability, technical, ownership, dividend, and performance filters.
- Heat maps, sector/group views, and snapshot pages to spot where market strength, weakness, and unusual moves are clustering.
- Saved screener presets with table, chart and snapshot result views.
- Quote pages support ticker-level research with links to financials, charts, news, insider trades, filings, options, short interest, and peer comparisons.
- Review fundamental context with financial statements, EPS and sales charts, ownership pages, insider transactions, and 13F manager holdings.
What Optuma does best
- Build static or animated RRGs for securities, indices, asset classes, custom lists, and portfolios.
- Change tail length, comparison index, history, and daily, weekly, or monthly timeframes in RRG Lite.
- Use price-weighted, cap-weighted, selected-index, or fixed annual-return comparisons.
- Higher service levels add one-minute intraday and Forex RRGs, scripting, filters, scans, quantitative tests, and quadrant-colored bars.
- Connect a real-time provider for live intraday RRGs or use included and optional end-of-day market data.
Every detail we compared
Every tracked attribute for FINVIZ and Optuma, side by side.ShowHide
Every detail we compared
Every tracked attribute for FINVIZ and Optuma, side by side.| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFsOptions | StocksETFsMutual FundsCurrenciesCommoditiesFuturesCryptosOther |
Experience | BeginnerIntermediateAdvanced | IntermediateAdvanced |
Target audience | Retail TradersPro RetailDay TradersSwing TradersLong-term Investors | Pro RetailAnalystsQuants/DevelopersAsset ManagersHedge Funds |
Regions | North America | North AmericaEuropeAPACLatAmMiddle EastAfrica |
Coverage details | Countries: USIdentifiers: Ticker | Identifiers: Ticker |
| Data | ||
Data freshness | Real-time | Real-timeEnd of Day |
Data granularity | Not specified | MinuteEOD |
Data partners | Not specified | RRG ResearchBloomberg |
| Access & integrations | ||
Import methods | Not specified | CSVManual |
Integrations | Not specified | Bloomberg |
Export formats | Excel | ImagePDF |
| Plans & trust | ||
Capability signals | Universe builderCorrelation | Custom formulasRanking backtestsUniverse builderFactors: Value, Quality, Momentum, Growth, LowVol, and SizeFactor exposurePerformance attributionPortfolio attributionPortfolio factor exposure+1 more |
Vendor & support | Support: Email | Optuma Pty LtdCountry: AUSupport: Email and Forum |
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 | Freescreener presets: 50 · items per page: 20 (table) / 36 (charts) / 10 (snapshots) · +5 more | — |
| Entry paid plan | $299.50/yr≈ $24.96/mo“Elite annual”screener presets: 200 · portfolios: 100 · +2 more | $810/yr≈ $67.50/mo“Trader Services — annual renewal” |
| Tier 2 | $39.50/mo“Elite monthly”screener presets: 200 · items per page: Up to 100 (table) / 120 (charts) / 50 (snapshots) · +5 more | $75/mo“Trader Services — monthly renewal” |
| Top plan | — | $995/yr“Trader Services — first 12 months” |
| Free trial | 7 days | 14 days |
Questions we keep getting
What's the difference between FINVIZ and Optuma?
FINVIZ leans toward screeners, ETF screeners, and stock comparison, while Optuma puts more weight on data visualizations, stock comparison, and ETF comparison. They overlap in 6 categories, so for most people it comes down to workflow preference and price.
Is FINVIZ or Optuma free to use?
FINVIZ has a free tier, so you can get started without paying anything. Optuma is paid-only. If budget matters, start with FINVIZ and see how far it takes you before opening your wallet.
Which is better for beginners: FINVIZ or Optuma?
FINVIZ is the friendlier place to start; its interface takes less getting used to. Both work fine once you're past the basics.
Does FINVIZ or Optuma have an API?
FINVIZ has an API for programmatic access and custom integrations. Optuma doesn't, so you're working through its interface.
Should I choose FINVIZ or Optuma?
It depends on what you're after. Pick FINVIZ if ETF screeners and news matter to you; go with Optuma if you'd rather have ETF comparison and quant. And if you only need the basics both share, let price decide.
What asset classes do FINVIZ and Optuma cover?
Both cover stocks and ETFs. FINVIZ also handles options. Optuma adds mutual funds, currencies, and commodities on top.
Do FINVIZ and Optuma offer real-time data?
Yes, both serve real-time market data, so either works when timing matters.
Which covers international markets: FINVIZ or Optuma?
Optuma has documented international coverage (North America, Europe, APAC, LatAm, and more), so it's the safer bet if you hold non-US stocks. FINVIZ is more region-specific, mainly North America.
Can I export data from FINVIZ and Optuma?
FINVIZ exports to Excel. Optuma is stingier about getting data out.
Is FINVIZ or Optuma better for day trading?
FINVIZ is the one positioned more for active traders. Optuma 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: FINVIZ or Optuma?
Both FINVIZ and Optuma include stock screeners, and they differ more in interface than raw power; try both and see which one clicks for you.
Can I track my portfolio with FINVIZ or Optuma?
Yes, both do portfolio tracking: holdings, performance, and allocation in one place.
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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.