VOL. XCIV, NO. 247

★ FINANCIAL TOOLS & SERVICES DIRECTORY ★

PRICE: 5 CENTS

Sunday, October 5, 2025

Head-to-head

FINVIZ vs Reflexivity comparison

Compare pricing, supported platforms, categories, and standout capabilities to decide which tool fits your workflow.

Quick takeaways

FINVIZ adds Data Visualizations, Watchlist, Financials, ETF Overview, ETF Holdings, Insider Data, 13F, Short Interest, and Options coverage that Reflexivity skips.

Reflexivity includes Quant, Performance Attribution, Scenario & Stress Tests, Transcripts, AI, AI Chat, AI Report, and APIs & SDKs categories that FINVIZ omits.

FINVIZ highlights: Coverage focused on U.S. equities (NYSE, Nasdaq, Amex). Free data delayed 15–20 minutes; Elite adds real-time plus pre- and after-hours trading sessions., Stock screener supports both fundamental and technical filters. Elite expands functionality with 20+ additional filters and raises saved presets from 50 to 200., and Visualization tools include Heat Maps and Groups, with real-time updates for Elite users..

Reflexivity is known for: Institutional-grade AI research environment with verified data from S&P Global, Refinitiv Datastream, Nasdaq, and Cboe—all included without the need for separate data contracts., Deep Research agent that can write and execute Python, run backtests, generate Excel models, export code and data, and produce publication-ready reports., and Document Intelligence to search and extract from SEC filings, transcripts, presentations, and central bank documents; includes OCR for charts and tables and custom ingestion for proprietary docs..

FINVIZ has a free tier, while Reflexivity requires a paid plan.

FINVIZ logo

FINVIZ

finviz.com

Editor’s pick Hands-on review

A popular stock screener and charting platform best known for its heat maps, visualization tools, and simple interface. The Free tier is ad-supported with delayed U.S. market data, while FINVIZ Elite unlocks real-time quotes (including pre- and after-hours), intraday chart layouts, backtesting, ETF full-holdings, exports and APIs, alerts, and larger portfolio/watchlist limits. Coverage is U.S. equities only. Elite includes a 7-day free trial with no credit card required.

Platforms

Web
API

Pricing

Free
Subscription

Quick highlights

  • Coverage focused on U.S. equities (NYSE, Nasdaq, Amex). Free data delayed 15–20 minutes; Elite adds real-time plus pre- and after-hours trading sessions.
  • Stock screener supports both fundamental and technical filters. Elite expands functionality with 20+ additional filters and raises saved presets from 50 to 200.
  • Visualization tools include Heat Maps and Groups, with real-time updates for Elite users.
  • Portfolio and watchlist management with email and push alerts for price changes, news, ratings, insider activity, and SEC filings. Elite increases limits to 100 portfolios and 500 tickers per portfolio.
  • ETF research with full holdings breakdown, plus structural and performance metrics (Elite only).

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Reflexivity logo

Reflexivity

reflexivity.com

Reflexivity is a sales-led enterprise platform (annual subscription) designed for institutions. Deep Research features are still in beta and not enabled for all accounts. All listed data sources (S&P Global, Refinitiv, Nasdaq, Cboe, etc.) are included out of the box—no separate contracts required.

Platforms

Web
API

Pricing

Subscription

Quick highlights

  • Institutional-grade AI research environment with verified data from S&P Global, Refinitiv Datastream, Nasdaq, and Cboe—all included without the need for separate data contracts.
  • Deep Research agent that can write and execute Python, run backtests, generate Excel models, export code and data, and produce publication-ready reports.
  • Document Intelligence to search and extract from SEC filings, transcripts, presentations, and central bank documents; includes OCR for charts and tables and custom ingestion for proprietary docs.
  • Portfolio Insights delivers real-time alerts, risk/exposure analytics, and performance attribution. Portfolios can be replicated via manual entry or file upload. The system produces over 1,500 daily insights spanning 40k+ assets, 250+ indicators, and 20 years of history.
  • Scenario Analysis allows backtesting and stress testing with 50+ years of historical market data. Users can model custom scenarios and view results in real time.

Community votes (overall)

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Overlap

Shared focus areas

6 overlaps

Mutual strengths include Screeners, Portfolio, and Backtesting plus 3 more areas.

Where they differ

FINVIZ

Distinct strengths include:

  • Coverage focused on U.S. equities (NYSE, Nasdaq, Amex). Free data delayed 15–20 minutes; Elite adds real-time plus pre- and after-hours trading sessions.
  • Stock screener supports both fundamental and technical filters. Elite expands functionality with 20+ additional filters and raises saved presets from 50 to 200.
  • Visualization tools include Heat Maps and Groups, with real-time updates for Elite users.
  • Portfolio and watchlist management with email and push alerts for price changes, news, ratings, insider activity, and SEC filings. Elite increases limits to 100 portfolios and 500 tickers per portfolio.

Reflexivity

Distinct strengths include:

  • Institutional-grade AI research environment with verified data from S&P Global, Refinitiv Datastream, Nasdaq, and Cboe—all included without the need for separate data contracts.
  • Deep Research agent that can write and execute Python, run backtests, generate Excel models, export code and data, and produce publication-ready reports.
  • Document Intelligence to search and extract from SEC filings, transcripts, presentations, and central bank documents; includes OCR for charts and tables and custom ingestion for proprietary docs.
  • Portfolio Insights delivers real-time alerts, risk/exposure analytics, and performance attribution. Portfolios can be replicated via manual entry or file upload. The system produces over 1,500 daily insights spanning 40k+ assets, 250+ indicators, and 20 years of history.

Feature-by-feature breakdown

AttributeFINVIZReflexivity
Categories

Which research workflows each platform targets

Shared: Screeners, Portfolio, Backtesting, News, Alerts, Data APIs

Unique: Data Visualizations, Watchlist, Financials, ETF Overview, ETF Holdings, Insider Data, 13F, Short Interest, Options

Shared: Screeners, Portfolio, Backtesting, News, Alerts, Data APIs

Unique: Quant, Performance Attribution, Scenario & Stress Tests, Transcripts, AI, AI Chat, AI Report, APIs & SDKs

Asset types

Supported asset classes and universes

Stocks, ETFs, Options, Futures, Currencies, Cryptos

Stocks, ETFs, Bonds, Commodities, Currencies

Experience levels

Who each product is built for

Beginner, Intermediate, Advanced

Intermediate, Advanced

Platforms

Where you can access the product

Web, API

Web, API

Pricing

High-level pricing models

Free, Subscription

Subscription

Key features

Core capabilities called out by each vendor

Unique

  • Coverage focused on U.S. equities (NYSE, Nasdaq, Amex). Free data delayed 15–20 minutes; Elite adds real-time plus pre- and after-hours trading sessions.
  • Stock screener supports both fundamental and technical filters. Elite expands functionality with 20+ additional filters and raises saved presets from 50 to 200.
  • Visualization tools include Heat Maps and Groups, with real-time updates for Elite users.
  • Portfolio and watchlist management with email and push alerts for price changes, news, ratings, insider activity, and SEC filings. Elite increases limits to 100 portfolios and 500 tickers per portfolio.
  • ETF research with full holdings breakdown, plus structural and performance metrics (Elite only).
  • Exports and APIs for Screener, Portfolios, Groups, Options Chains, and News; sample code available for Google Sheets, Python, and JavaScript (Elite).

Unique

  • Institutional-grade AI research environment with verified data from S&P Global, Refinitiv Datastream, Nasdaq, and Cboe—all included without the need for separate data contracts.
  • Deep Research agent that can write and execute Python, run backtests, generate Excel models, export code and data, and produce publication-ready reports.
  • Document Intelligence to search and extract from SEC filings, transcripts, presentations, and central bank documents; includes OCR for charts and tables and custom ingestion for proprietary docs.
  • Portfolio Insights delivers real-time alerts, risk/exposure analytics, and performance attribution. Portfolios can be replicated via manual entry or file upload. The system produces over 1,500 daily insights spanning 40k+ assets, 250+ indicators, and 20 years of history.
  • Scenario Analysis allows backtesting and stress testing with 50+ years of historical market data. Users can model custom scenarios and view results in real time.
  • Smart Screening across 40k+ global securities with thematic, fundamental, technical, and ESG filters, plus unique criteria like insider trades, government trades, and management changes.
Tested

Verified by hands-on testing inside Find My Moat

Yes

Not yet

Editor pick

Featured inside curated shortlists

Highlighted

Standard listing

Frequently Asked Questions

Which workflows do FINVIZ and Reflexivity both support?

Both platforms cover Screeners, Portfolio, Backtesting, News, Alerts, and Data APIs workflows, so you can research those use cases in either tool before digging into the feature differences below.

Which tool offers a free plan?

FINVIZ offers a free entry point, while Reflexivity requires a paid subscription. Review the pricing table to see how the paid tiers compare.

How can you access FINVIZ and Reflexivity?

Both FINVIZ and Reflexivity prioritize web or desktop access. Investors wanting a mobile-first workflow may need to rely on responsive web views.

What unique strengths set the two platforms apart?

FINVIZ differentiates itself with Coverage focused on U.S. equities (NYSE, Nasdaq, Amex). Free data delayed 15–20 minutes; Elite adds real-time plus pre- and after-hours trading sessions., Stock screener supports both fundamental and technical filters. Elite expands functionality with 20+ additional filters and raises saved presets from 50 to 200., and Visualization tools include Heat Maps and Groups, with real-time updates for Elite users., whereas Reflexivity stands out for Institutional-grade AI research environment with verified data from S&P Global, Refinitiv Datastream, Nasdaq, and Cboe—all included without the need for separate data contracts., Deep Research agent that can write and execute Python, run backtests, generate Excel models, export code and data, and produce publication-ready reports., and Document Intelligence to search and extract from SEC filings, transcripts, presentations, and central bank documents; includes OCR for charts and tables and custom ingestion for proprietary docs..

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.