VOL. XCIV, NO. 247

★ FINANCIAL TOOLS & SERVICES DIRECTORY ★

PRICE: 5 CENTS

Tuesday, October 28, 2025

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Tool Comparison

In Practise vs Trefis comparison

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

Quick takeaways

In Practise adds Transcripts, Videos, Playbooks & Case Studies, and Newsletters coverage that Trefis skips.

Trefis includes Valuation Models, Financials, Data Visualizations, Stock Comparison, and Custom Dashboards categories that In Practise omits.

In depth comparison

In Practise

inpractise.com

A research library of executive interviews created for long-term fundamental investors. The free plan (forever free) includes around 40+ interviews per year and a weekly newsletter, while paid membership unlocks the full library, additional research, and integration with podcast apps. The Partner program lets clients commission and publish interviews (with a short exclusivity window) or keep them private; interviews typically cost $500 each.

Platforms

Web

Pricing

FreeSubscription

Quick highlights

Extensive library of executive interviews, all conducted by experienced fundamental investors.
Steady cadence of 25+ new interviews and content pieces added each month.
Paid membership offers access to hundreds of interviews annually, plus 40–50 original research pieces, a weekly newsletter, and podcast integration.
Free plan includes 40+ curated executive interviews per year, along with the weekly newsletter and podcast access.
Podcast integration: accounts can be linked to Spotify or accessed through an RSS feed for other players.

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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

In Practise

Distinct strengths include:

Transcripts Videos Playbooks & Case Studies Newsletters

Extensive library of executive interviews, all conducted by experienced fundamental investors.
Steady cadence of 25+ new interviews and content pieces added each month.
Paid membership offers access to hundreds of interviews annually, plus 40–50 original research pieces, a weekly newsletter, and podcast integration.
Free plan includes 40+ curated executive interviews per year, along with the weekly newsletter and podcast access.

Trefis

Distinct strengths include:

Valuation Models Financials 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	In Practise	Trefis
Categories Which research workflows each platform targets	Shared: Blogs Unique: Transcripts, Videos, Playbooks & Case Studies, Newsletters	Shared: Blogs Unique: Valuation Models, Financials, Data Visualizations, Stock Comparison, Custom Dashboards
Asset types Supported asset classes and universes	Other	Stocks
Experience levels Who each product is built for	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 Extensive library of executive interviews, all conducted by experienced fundamental investors. Steady cadence of 25+ new interviews and content pieces added each month. Paid membership offers access to hundreds of interviews annually, plus 40–50 original research pieces, a weekly newsletter, and podcast integration. Free plan includes 40+ curated executive interviews per year, along with the weekly newsletter and podcast access. Podcast integration: accounts can be linked to Spotify or accessed through an RSS feed for other players. Every interview page includes a full transcript and downloadable PDF version.	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 In Practise and Trefis both support?

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

Do In Practise and Trefis require subscriptions?

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

How can you access In Practise and Trefis?

Both In Practise 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?

In Practise differentiates itself with Extensive library of executive interviews, all conducted by experienced fundamental investors., Steady cadence of 25+ new interviews and content pieces added each month., and Paid membership offers access to hundreds of interviews annually, plus 40–50 original research pieces, a weekly newsletter, and podcast integration., 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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