VOL. XCIV, NO. 247
BEST INVESTING TOOLS COMPARISON
Source checks: Investing.com checked August 23, 2026 · Optuma checked September 5, 2026
Tool Comparison
Investing.com vs Optuma
Pick Investing.com if
Investing.com
Free • From $13.99/mo · Web · Mobile · Other
- You'd rather start free and only pay if you outgrow it
- You want the cheaper way in: plans start at $13.99/mo instead of $67.5/mo
- You do a lot of your research from your phone
Use code findmymoat
Pick Optuma if
Optuma
From $810/yr · Desktop
- You care about ETF comparison, quant, and backtesting, things Investing.com doesn't offer
Already use these? The faster win is ranked stock ideas or the free-tools shortlist.
Skip both if: Neither one clicks with how you research; there are strong third options.
See alternativesOutbound links may include affiliate or sponsor codes.
Our take
The bottom line
Investing.com 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. Investing.com simply does more: 34 categories to Optuma's 10, including stock ideas, options, and institutional ownership, plus a mobile app. Optuma counters by keeping things simpler.
What readers say
Investing.com
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Optuma
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Key differences at a glance
- Free plan
- Investing.com
- Cheaper paid plan
- Investing.com$13.99/mo vs $67.5/mo
- Free trial
- Optuma14 days
- Broader coverage
- Investing.com34 vs 10 categories
- Mobile app
- Investing.com
- Desktop app
- 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 $13.99/mo | From $810/yr |
Free tier | Yes | No |
Free trial | — | 14 days |
Plan limits | 21 limits: Free / Ad-supported Investing.com: public api: Not available, Free / Ad-supported Investing.com: data latency: Varies by instrument/source; not all data is real-time +19 more | — |
| Platforms & access | ||
Web app | Yes | No |
Desktop app | No | Yes |
Mobile app | Yes | No |
API access | No | No |
Broker sync | No | No |
Integrations | Investing.com Webmaster Tools / embeddable widgets, RSS feeds +2 more | Bloomberg |
| Audience & fit | ||
Experience level | Beginner, Intermediate, Advanced | Intermediate, Advanced |
Best for | Retail Traders, Pro Retail +8 more | Pro Retail, Analysts +3 more |
Categories covered | 34 | 10 |
Regions | North America, Europe, APAC, LatAm, Middle East, Africa | North America, Europe, APAC, LatAm, Middle East, Africa |
| Data & capabilities | ||
Data quality | 4 signals: Latency: Streaming, Real-time, and End of Day, Granularity: Minute and EOD +2 more | 3 signals: Latency: Real-time and End of Day, Granularity: Minute and EOD +1 more |
Data partners | 6 partners: S&P Global Market Intelligence, Morningstar +4 more | RRG Research and Bloomberg |
Capabilities | 6 signals: Universe builder, Factors: Value, Quality, Momentum, and Growth +4 more | 9 signals: Custom formulas, Ranking backtests +7 more |
Security | Encryption in transit | — |
| Try it | Visit Investing.com | Visit Optuma |
Where each one shines
What Investing.com and Optuma each do best.ShowHide
Where each one shines
What Investing.com and Optuma each do best.What Investing.com does best
- Monitor global markets across stocks, ETFs, indices, commodities, currencies, crypto, bonds, funds, futures, options, interest rates, and economic indicators.
- The economic calendar for streaming macro events, actual versus forecast data, country and importance filters, time-zone controls, date ranges, and event alerts.
- Tracking watchlists and portfolios across web and mobile with alerts, holdings monitoring, CSV import for watchlists or holdings, and portfolio CSV export.
- Screening for stocks with filters for valuation, growth, dividends, sectors, industries, themes, technicals, risk, returns, price, market cap, and profile data.
- Research coverage for ticker pages with charts, technical indicators, financials, analyst ratings, transcripts, SEC filings, insider trading, earnings, dividends, news, and related investment ideas where available.
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 Investing.com and Optuma, side by side.ShowHide
Every detail we compared
Every tracked attribute for Investing.com and Optuma, side by side.| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFsBondsCommoditiesCurrenciesCryptosClosed-End FundsFunds+4 more | StocksETFsMutual FundsCurrenciesCommoditiesFuturesCryptosOther |
Experience | BeginnerIntermediateAdvanced | IntermediateAdvanced |
Target audience | Retail TradersPro RetailDay TradersSwing TradersLong-term InvestorsValue InvestorsGrowth InvestorsDividend Investors+2 more | Pro RetailAnalystsQuants/DevelopersAsset ManagersHedge Funds |
Regions | North AmericaEuropeAPACLatAmMiddle EastAfrica | North AmericaEuropeAPACLatAmMiddle EastAfrica |
Coverage details | Identifiers: Ticker and ISIN | Identifiers: Ticker |
| Data | ||
Data freshness | StreamingReal-timeEnd of Day | Real-timeEnd of Day |
Data granularity | MinuteEOD | MinuteEOD |
Pricing sources | ExchangeOTCVendorModel | Not specified |
Data partners | S&P Global Market IntelligenceMorningstarFactSetRefinitivMarket maker CFDsOther financial data providers | RRG ResearchBloomberg |
| Access & integrations | ||
Import methods | CSVManual | CSVManual |
Integrations | Investing.com Webmaster Tools / embeddable widgetsRSS feedsGoogle Play appApple App Store app | Bloomberg |
Export formats | CSVXML | ImagePDF |
| Plans & trust | ||
Security & compliance | Encryption in transit | Not specified |
Capability signals | Universe builderFactors: Value, Quality, Momentum, and GrowthMulti-currencyYield curvesCDS spreadsAI summaries: Transcripts and News | Custom formulasRanking backtestsUniverse builderFactors: Value, Quality, Momentum, Growth, LowVol, and SizeFactor exposurePerformance attributionPortfolio attributionPortfolio factor exposure+1 more |
Vendor & support | Investing.com / Fusion MediaFounded 2007Support: Email and Chat | 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 | Free“Free / Ad-supported Investing.com”public api: Not available · data latency: Varies by instrument/source; not all data is real-time · +1 more | — |
| Entry paid plan | $13.99/mo“InvestingPro”warren ai credits: 50/month · us pro picks strategies: 6 · +8 more | $810/yr≈ $67.50/mo“Trader Services — annual renewal” |
| Tier 2 | $31.49/mo“InvestingPro+”warren ai credits: 500/month · pro picks strategies: 88 · +6 more | $75/mo“Trader Services — monthly renewal” |
| Top plan | — | $995/yr“Trader Services — first 12 months” |
| Free trial | — | 14 days |
Questions we keep getting
What's the difference between Investing.com and Optuma?
Investing.com leans toward stock ideas, 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 Investing.com or Optuma free to use?
Investing.com has a free tier, so you can get started without paying anything. Optuma is paid-only. If budget matters, start with Investing.com and see how far it takes you before opening your wallet.
Which is better for beginners: Investing.com or Optuma?
Investing.com is the friendlier place to start; its interface takes less getting used to. Both work fine once you're past the basics.
Can I use Investing.com or Optuma on my phone?
Investing.com lists a dedicated mobile app, so it travels better. Optuma doesn't list a dedicated mobile app; its documented access is desktop.
Should I choose Investing.com or Optuma?
It depends on what you're after. Pick Investing.com if stock ideas and options 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 Investing.com and Optuma cover?
Both cover stocks, ETFs, commodities, and currencies. Investing.com also handles bonds, closed-end funds, and funds. Optuma adds mutual funds on top.
Do Investing.com and Optuma offer real-time data?
Yes, both serve real-time market data, so either works when timing matters.
Can I export data from Investing.com and Optuma?
Investing.com exports to CSV. Optuma is stingier about getting data out.
Is Investing.com or Optuma better for day trading?
Investing.com 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: Investing.com or Optuma?
Both Investing.com 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 Investing.com 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.