VOL. XCIV, NO. 247

★ FINANCIAL TOOLS & SERVICES DIRECTORY ★

PRICE: 5 CENTS

Sunday, October 26, 2025

Head-to-head

Gainify vs Monexa comparison

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

Quick takeaways

Gainify adds Stock Ideas, Analyst Recommendations, and Blogs coverage that Monexa skips.

Monexa includes News, News Sentiment, Dividends, 13D/13G, Investor Holdings, and AI Chat categories that Gainify omits.

Gainify highlights: Supercharged screener with 500+ filters across fundamentals, forward estimates, and valuation multiples., Conversational AI for valuation, key financials, and earnings‑call insights (real‑time aware)., and Earnings Calendar with dates, estimates and quick drilldowns..

Monexa is known for: Company dashboards with tabs for Financials, Estimates, Insider Transactions, Dividends, SEC Filings, Ownership, and Transcripts., AI Financial Analysis: executive overview, bull/base/bear scenario modeling, and financial‑health (cash, leverage, DuPont) refreshed each earnings cycle (Pro)., and AI Peer Analysis: benchmark valuation, growth, profitability, and capital returns vs. peers in one AI report (Pro)..

Gainify logo

Gainify

gainify.io

AI‑assisted stock research platform built on institutional‑grade datasets (S&P Global Market Intelligence as core, plus Finnhub & FMP). Modules include a fundamentals‑first **Stock Screener** (500+ filters), **Earnings Calendar**, **Fundamentals Charting**, **Top Investors** (13F + Congress/insiders with alerts), thematic **Ideas/Trending**, one‑page **Stock Reports**, and a conversational **Gainify AI** that reasons over real‑time market data and analyst estimates. Roadmap lists filings viewer, calculators, alerts on fundamentals, and portfolio sync with major brokers.

Platforms

Web

Pricing

FreeSubscription

Quick highlights

  • Supercharged screener with 500+ filters across fundamentals, forward estimates, and valuation multiples.
  • Conversational AI for valuation, key financials, and earnings‑call insights (real‑time aware).
  • Earnings Calendar with dates, estimates and quick drilldowns.
  • Top Investors tracker: real‑time 13F filings, rankings, and email alerts; Congress & insider trading views.
  • Fundamentals Charting: build dynamic charts from statements in seconds.

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Monexa logo

Monexa

monexa.ai

AI‑augmented equity research workstation with company dashboards (financials, estimates, insider trades, dividends, SEC filings, ownership), news with sentiment filters, an equity screener, watchlists, Whale Tracker (institutional portfolios/13F), and Congressional Trading. Pro unlocks AI reports (corporate finance, peer benchmarks, SWOT) and full transcript history/analysis.

Platforms

Web

Pricing

FreeSubscription

Quick highlights

  • Company dashboards with tabs for Financials, Estimates, Insider Transactions, Dividends, SEC Filings, Ownership, and Transcripts.
  • AI Financial Analysis: executive overview, bull/base/bear scenario modeling, and financial‑health (cash, leverage, DuPont) refreshed each earnings cycle (Pro).
  • AI Peer Analysis: benchmark valuation, growth, profitability, and capital returns vs. peers in one AI report (Pro).
  • AI SWOT Analysis previews and full SWOT in Pro.
  • Earnings call Transcripts with gated full history and transcript analysis in Pro.

Community votes (overall)

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Overlap

Shared focus areas

12 overlaps

Mutual strengths include Screeners, Calendar, and Financials plus 9 more areas.

Where they differ

Gainify

Distinct strengths include:

  • Supercharged screener with 500+ filters across fundamentals, forward estimates, and valuation multiples.
  • Conversational AI for valuation, key financials, and earnings‑call insights (real‑time aware).
  • Earnings Calendar with dates, estimates and quick drilldowns.
  • Top Investors tracker: real‑time 13F filings, rankings, and email alerts; Congress & insider trading views.

Monexa

Distinct strengths include:

  • Company dashboards with tabs for Financials, Estimates, Insider Transactions, Dividends, SEC Filings, Ownership, and Transcripts.
  • AI Financial Analysis: executive overview, bull/base/bear scenario modeling, and financial‑health (cash, leverage, DuPont) refreshed each earnings cycle (Pro).
  • AI Peer Analysis: benchmark valuation, growth, profitability, and capital returns vs. peers in one AI report (Pro).
  • AI SWOT Analysis previews and full SWOT in Pro.

Feature-by-feature breakdown

AttributeGainifyMonexa
Categories

Which research workflows each platform targets

Shared: Screeners, Calendar, Financials, Valuation Models, Transcripts, Analyst Forecasts, Analyst Price Targets, Insider Data, Institutional Data, 13F, US Government Trades, Watchlist

Unique: Stock Ideas, Analyst Recommendations, Blogs

Shared: Screeners, Calendar, Financials, Valuation Models, Transcripts, Analyst Forecasts, Analyst Price Targets, Insider Data, Institutional Data, 13F, US Government Trades, Watchlist

Unique: News, News Sentiment, Dividends, 13D/13G, Investor Holdings, AI Chat

Asset types

Supported asset classes and universes

Stocks

Stocks, ETFs

Experience levels

Who each product is built for

Beginner, Intermediate, Advanced

Beginner, Intermediate, Advanced

Platforms

Where you can access the product

Web

Web

Pricing

High-level pricing models

Free, Subscription

Free, Subscription

Key features

Core capabilities called out by each vendor

Unique

  • Supercharged screener with 500+ filters across fundamentals, forward estimates, and valuation multiples.
  • Conversational AI for valuation, key financials, and earnings‑call insights (real‑time aware).
  • Earnings Calendar with dates, estimates and quick drilldowns.
  • Top Investors tracker: real‑time 13F filings, rankings, and email alerts; Congress & insider trading views.
  • Fundamentals Charting: build dynamic charts from statements in seconds.
  • Watchlists with analyst upgrades/downgrades, upcoming earnings, and community 'My Ratings'.

Unique

  • Company dashboards with tabs for Financials, Estimates, Insider Transactions, Dividends, SEC Filings, Ownership, and Transcripts.
  • AI Financial Analysis: executive overview, bull/base/bear scenario modeling, and financial‑health (cash, leverage, DuPont) refreshed each earnings cycle (Pro).
  • AI Peer Analysis: benchmark valuation, growth, profitability, and capital returns vs. peers in one AI report (Pro).
  • AI SWOT Analysis previews and full SWOT in Pro.
  • Earnings call Transcripts with gated full history and transcript analysis in Pro.
  • Analyst Estimates: consensus dashboards with price targets and 5‑year forecast unlock.
Tested

Verified by hands-on testing inside Find My Moat

Not yet

Not yet

Editor pick

Featured inside curated shortlists

Standard listing

Standard listing

Frequently Asked Questions

Which workflows do Gainify and Monexa both support?

Both platforms cover Screeners, Calendar, Financials, Valuation Models, Transcripts, Analyst Forecasts, Analyst Price Targets, Insider Data, Institutional Data, 13F, US Government Trades, and Watchlist workflows, so you can research those use cases in either tool before digging into the feature differences below.

Do Gainify and Monexa require subscriptions?

Both Gainify and Monexa keep freemium access with optional paid upgrades, so you can trial each platform before committing.

How can you access Gainify and Monexa?

Both Gainify and Monexa 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?

Gainify differentiates itself with Supercharged screener with 500+ filters across fundamentals, forward estimates, and valuation multiples., Conversational AI for valuation, key financials, and earnings‑call insights (real‑time aware)., and Earnings Calendar with dates, estimates and quick drilldowns., whereas Monexa stands out for Company dashboards with tabs for Financials, Estimates, Insider Transactions, Dividends, SEC Filings, Ownership, and Transcripts., AI Financial Analysis: executive overview, bull/base/bear scenario modeling, and financial‑health (cash, leverage, DuPont) refreshed each earnings cycle (Pro)., and AI Peer Analysis: benchmark valuation, growth, profitability, and capital returns vs. peers in one AI report (Pro)..

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.