VOL. XCIV, NO. 247

★ FINANCIAL TOOLS & SERVICES DIRECTORY ★

PRICE: 5 CENTS

Thursday, November 20, 2025

Tool Comparison

Gainify vs Trefis comparison

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

Quick takeaways

Gainify adds Screeners, Stock Ideas, Calendar, Transcripts, Analyst Recommendations, Analyst Forecasts, Analyst Price Targets, Insider Data, Institutional Data, 13F, US Government Trades, and Watchlist coverage that Trefis skips.

Trefis includes Data Visualizations, Stock Comparison, and Custom Dashboards categories that Gainify omits.

In depth comparison

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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Trefis

trefis.com

Interactive valuation platform where you can build, adjust, and share stock models. It supports a full Excel round-trip (download your scenarios into Excel; upload spreadsheets back into Trefis to auto-generate dashboards). Models can be exported to PDF, Excel, or image. Market data and consensus EPS come from QuoteMedia, with a disclosed 15–20 minute exchange delay. Both free and paid plans are available.

Platforms

Web

Pricing

FreeSubscription

Quick highlights

Interactive “what-if” stock models — adjust forecasts, watch the valuation update in real time, and save or compare multiple scenarios.
Excel round-trip workflow: export models to Excel, make changes locally, then upload again to auto-create interactive dashboards without IT support or templates.
Export reports, charts, and scenarios as PDF, Excel, or image files.
Valuations use a blend of sum-of-the-parts and discounted cash flow, with the platform publishing a proprietary “Trefis Price” per share.
Peer and ratio comparison tools make it easy to benchmark companies against competitors.

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Where they differ

Gainify

Distinct strengths include:

Screeners Stock Ideas Calendar Transcripts Analyst Recommendations Analyst Forecasts Analyst Price Targets Insider Data

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.

Trefis

Distinct strengths include:

Data Visualizations Stock Comparison Custom Dashboards

Interactive “what-if” stock models — adjust forecasts, watch the valuation update in real time, and save or compare multiple scenarios.
Excel round-trip workflow: export models to Excel, make changes locally, then upload again to auto-create interactive dashboards without IT support or templates.
Export reports, charts, and scenarios as PDF, Excel, or image files.
Valuations use a blend of sum-of-the-parts and discounted cash flow, with the platform publishing a proprietary “Trefis Price” per share.

Feature-by-feature breakdown

Attribute	Gainify	Trefis
Categories Which research workflows each platform targets	Shared: Financials, Valuation Models, Blogs Unique: Screeners, Stock Ideas, Calendar, Transcripts, Analyst Recommendations, Analyst Forecasts, Analyst Price Targets, Insider Data, Institutional Data, 13F, US Government Trades, Watchlist	Shared: Financials, Valuation Models, Blogs Unique: Data Visualizations, Stock Comparison, Custom Dashboards
Asset types Supported asset classes and universes	Stocks	Stocks
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 Interactive “what-if” stock models — adjust forecasts, watch the valuation update in real time, and save or compare multiple scenarios. Excel round-trip workflow: export models to Excel, make changes locally, then upload again to auto-create interactive dashboards without IT support or templates. Export reports, charts, and scenarios as PDF, Excel, or image files. Valuations use a blend of sum-of-the-parts and discounted cash flow, with the platform publishing a proprietary “Trefis Price” per share. Peer and ratio comparison tools make it easy to benchmark companies against competitors. Embeddable charts and forecast widgets available for both free and paid users.
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 Trefis both support?

Both platforms cover Financials, Valuation Models, and Blogs workflows, so you can research those use cases in either tool before digging into the feature differences below.

Do Gainify and Trefis require subscriptions?

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

How can you access Gainify and Trefis?

Both Gainify and Trefis 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 Trefis stands out for Interactive “what-if” stock models — adjust forecasts, watch the valuation update in real time, and save or compare multiple scenarios., Excel round-trip workflow: export models to Excel, make changes locally, then upload again to auto-create interactive dashboards without IT support or templates., and Export reports, charts, and scenarios as PDF, Excel, or image files..

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