VOL. XCIV, NO. 247

★ FINANCIAL TOOLS & SERVICES DIRECTORY ★

PRICE: 5 CENTS

Monday, October 6, 2025

View MacrotrendsView TrefisBack to Home

Head-to-head

Macrotrends vs Trefis comparison

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

Quick takeaways

Macrotrends adds Screeners, Inflation Rates, Unemployment Rates, GDP, Interest Rates, Housing & Construction, Retail Sales, and Consumer Sentiment coverage that Trefis skips.

Trefis includes Valuation Models, Stock Comparison, Blogs, and Custom Dashboards categories that Macrotrends omits.

Macrotrends highlights: Interactive charts for stocks, commodities, indices, currencies, crypto, and macroeconomic data, often with history spanning back 50–100 years., Free stock screener with 50+ filters covering fundamentals, technicals, and performance; includes U.S. and international equities., and Company profile pages combine daily prices, dividends, and full annual/quarterly financial statements, with fundamentals sourced from Zacks..

Trefis is known 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..

Macrotrends logo

Macrotrends

macrotrends.net

Free web-based portal for long-run charts and datasets across stocks, commodities, indices, FX, and macro indicators. Many series span 50–100+ years. Features include a stock screener and CSV downloads. Some content is gated by registration, and Terms mention fee-based premium products. No public API is advertised.

Platforms

Web

Pricing

Free
Other

Quick highlights

  • Interactive charts for stocks, commodities, indices, currencies, crypto, and macroeconomic data, often with history spanning back 50–100 years.
  • Free stock screener with 50+ filters covering fundamentals, technicals, and performance; includes U.S. and international equities.
  • Company profile pages combine daily prices, dividends, and full annual/quarterly financial statements, with fundamentals sourced from Zacks.
  • Macro indicator pages cite primary data sources such as BEA (GDP), University of Michigan (consumer sentiment), and Optimal Blue (mortgage rates).
  • CSV downloads available for many “Global Metrics” datasets via a dedicated download link.

Community votes (overall)

0% upvotes 0% downvotes
You haven't voted yet
View full profileVisit site
Trefis logo

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

Free
Subscription

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.

Community votes (overall)

0% upvotes 0% downvotes
You haven't voted yet
View full profileVisit site
Overlap

Shared focus areas

2 overlaps

Mutual strengths include Data Visualizations, and Financials.

Where they differ

Macrotrends

Distinct strengths include:

Screeners
Inflation Rates
Unemployment Rates
GDP
Interest Rates
Housing & Construction
Retail Sales
Consumer Sentiment
  • Interactive charts for stocks, commodities, indices, currencies, crypto, and macroeconomic data, often with history spanning back 50–100 years.
  • Free stock screener with 50+ filters covering fundamentals, technicals, and performance; includes U.S. and international equities.
  • Company profile pages combine daily prices, dividends, and full annual/quarterly financial statements, with fundamentals sourced from Zacks.
  • Macro indicator pages cite primary data sources such as BEA (GDP), University of Michigan (consumer sentiment), and Optimal Blue (mortgage rates).

Trefis

Distinct strengths include:

Valuation Models
Stock Comparison
Blogs
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

AttributeMacrotrendsTrefis
Categories

Which research workflows each platform targets

Shared: Data Visualizations, Financials

Unique: Screeners, Inflation Rates, Unemployment Rates, GDP, Interest Rates, Housing & Construction, Retail Sales, Consumer Sentiment

Shared: Data Visualizations, Financials

Unique: Valuation Models, Stock Comparison, Blogs, Custom Dashboards

Asset types

Supported asset classes and universes

Stocks, ETFs, Commodities, Currencies, Cryptos

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, Other

Free, Subscription

Key features

Core capabilities called out by each vendor

Unique

  • Interactive charts for stocks, commodities, indices, currencies, crypto, and macroeconomic data, often with history spanning back 50–100 years.
  • Free stock screener with 50+ filters covering fundamentals, technicals, and performance; includes U.S. and international equities.
  • Company profile pages combine daily prices, dividends, and full annual/quarterly financial statements, with fundamentals sourced from Zacks.
  • Macro indicator pages cite primary data sources such as BEA (GDP), University of Michigan (consumer sentiment), and Optimal Blue (mortgage rates).
  • CSV downloads available for many “Global Metrics” datasets via a dedicated download link.
  • Certain index charts update intramonth, with hourly refreshes for the current month.

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 Macrotrends and Trefis both support?

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

Do Macrotrends and Trefis require subscriptions?

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

How can you access Macrotrends and Trefis?

Both Macrotrends 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?

Macrotrends differentiates itself with Interactive charts for stocks, commodities, indices, currencies, crypto, and macroeconomic data, often with history spanning back 50–100 years., Free stock screener with 50+ filters covering fundamentals, technicals, and performance; includes U.S. and international equities., and Company profile pages combine daily prices, dividends, and full annual/quarterly financial statements, with fundamentals sourced from Zacks., 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..

Keep exploring

Stay on top of related tools

Browse the categories and profiles that overlap most with this comparison to round out your shortlist.

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.