VOL. XCIV, NO. 247

★ A CURATED DIRECTORY OF FINANCIAL TOOLS AND RESOURCES ★

PRICE: 0 CENTS

Friday, December 26, 2025

Tool Comparison

Marketgenius vs Monexa comparison

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

Quick takeaways

Marketgenius adds Data Visualizations, Scores, Short Interest, and Blogs coverage that Monexa skips.

Monexa includes News, News Sentiment, Calendar, Transcripts, Analyst Forecasts, Analyst Price Targets, 13F, 13D/13G, Screeners, Watchlist, US Government Trades, and AI Chat categories that Marketgenius omits.

In depth comparison

Marketgenius logo

Marketgenius

marketgenius.app

Mobile-friendly stock discovery site centered on heatmaps and simple stock dashboards. The site markets "real-time" heatmaps for major indices and superinvestor portfolios and provides per-stock fundamentals/valuation stats plus a couple of simple scores. No public pricing, paid plans, or API docs found on the vendor site as of 2025-12-26; site appears ad-supported (Google AdSense) per privacy policy.

Platforms

Web

Pricing

Free

Quick highlights

  • Real-time stock heatmaps tracking major indices and "superinvestor portfolios" (site shows 700+ stocks tracked and 6 portfolios).
  • Heatmaps support multiple metrics beyond % change (e.g., price-to-book (MRQ), profit margin gross (MRQ)).
  • Per-stock pages include valuation + fundamentals (e.g., market cap, P/E, PEG, revenue (TTM), EPS, cash flow, margins).
  • Stock pages include ownership + positioning stats (institutional ownership, insider ownership, short interest) and dividend yield/dates.
  • Simple indicators/scores on stock pages (Industry Safety Score, Net Profitability Score) with peer comparison table.

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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.

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Where they differ

Marketgenius

Distinct strengths include:

  • Real-time stock heatmaps tracking major indices and "superinvestor portfolios" (site shows 700+ stocks tracked and 6 portfolios).
  • Heatmaps support multiple metrics beyond % change (e.g., price-to-book (MRQ), profit margin gross (MRQ)).
  • Per-stock pages include valuation + fundamentals (e.g., market cap, P/E, PEG, revenue (TTM), EPS, cash flow, margins).
  • Stock pages include ownership + positioning stats (institutional ownership, insider ownership, short interest) and dividend yield/dates.

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

AttributeMarketgeniusMonexa
Categories

Which research workflows each platform targets

Shared: Investor Holdings, Financials, Valuation Models, Dividends, Institutional Data, Insider Data

Unique: Data Visualizations, Scores, Short Interest, Blogs

Shared: Investor Holdings, Financials, Valuation Models, Dividends, Institutional Data, Insider Data

Unique: News, News Sentiment, Calendar, Transcripts, Analyst Forecasts, Analyst Price Targets, 13F, 13D/13G, Screeners, Watchlist, US Government Trades, AI Chat

Asset types

Supported asset classes and universes

Stocks

Stocks, ETFs

Experience levels

Who each product is built for

Beginner, Intermediate

Beginner, Intermediate, Advanced

Platforms

Where you can access the product

Web

Web

Pricing

High-level pricing models

Free

Free, Subscription

Key features

Core capabilities called out by each vendor

Unique

  • Real-time stock heatmaps tracking major indices and "superinvestor portfolios" (site shows 700+ stocks tracked and 6 portfolios).
  • Heatmaps support multiple metrics beyond % change (e.g., price-to-book (MRQ), profit margin gross (MRQ)).
  • Per-stock pages include valuation + fundamentals (e.g., market cap, P/E, PEG, revenue (TTM), EPS, cash flow, margins).
  • Stock pages include ownership + positioning stats (institutional ownership, insider ownership, short interest) and dividend yield/dates.
  • Simple indicators/scores on stock pages (Industry Safety Score, Net Profitability Score) with peer comparison table.
  • Free stock code validators for CFI, CUSIP, ISIN, LEI, SEDOL, and WKN codes.

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

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Frequently Asked Questions

Which workflows do Marketgenius and Monexa both support?

Both platforms cover Investor Holdings, Financials, Valuation Models, Dividends, Institutional Data, and Insider Data workflows, so you can research those use cases in either tool before digging into the feature differences below.

Do Marketgenius and Monexa require subscriptions?

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

How can you access Marketgenius and Monexa?

Both Marketgenius 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?

Marketgenius differentiates itself with Real-time stock heatmaps tracking major indices and "superinvestor portfolios" (site shows 700+ stocks tracked and 6 portfolios)., Heatmaps support multiple metrics beyond % change (e.g., price-to-book (MRQ), profit margin gross (MRQ))., and Per-stock pages include valuation + fundamentals (e.g., market cap, P/E, PEG, revenue (TTM), EPS, cash flow, margins)., 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)..

Keep exploring

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.