VOL. XCIV, NO. 247

★ FINANCIAL TOOLS & SERVICES DIRECTORY ★

PRICE: 5 CENTS

Thursday, December 4, 2025

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Tool Comparison

Monexa vs OptionStrat comparison

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

Quick takeaways

Monexa adds News Sentiment, Financials, Transcripts, Valuation Models, Analyst Forecasts, Analyst Price Targets, Dividends, Institutional Data, 13F, 13D/13G, Screeners, Watchlist, Investor Holdings, and AI Chat coverage that OptionStrat skips.

OptionStrat includes Options & Derivatives, Alerts, and Options categories that Monexa omits.

OptionStrat offers mobile access, which Monexa skips.

In depth comparison

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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OptionStrat logo

OptionStrat

optionstrat.com

Options strategy builder and unusual flow scanner with plan-based feature tiers. The free plan provides delayed quotes and limited flow. Paid plans unlock real-time builder tools, full unusual flow with alerts, live news, and insider/Congress trades. Live data is available only for non-professional users, with a 7-day free trial on paid plans.

Platforms

WebMobile

Pricing

FreeSubscription

Quick highlights

  • Options strategy builder with profit calculators, chance of profit, net Greeks, and historical implied volatility (in real time on paid plans).
  • Strategy Optimizer searches thousands of trade setups by target price or date and ranks them by return or probability of profit.
  • Unusual options flow scanner detects multi-leg strategies (like spreads and condors), with saved filters, alerts, historical search, and performance tracking.
  • Plan tiers: Free includes 15-minute delayed data and about 10% of flow; Live Tools adds real-time builder and optimizer features; Live Flow adds real-time flow, alerts, insider and Congress trades, and live news.
  • Market events integrated directly into the builder, including earnings and ex-dividend dates.

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Where they differ

Monexa

Distinct strengths include:

News SentimentFinancialsTranscriptsValuation ModelsAnalyst ForecastsAnalyst Price TargetsDividendsInstitutional Data
  • 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.

OptionStrat

Distinct strengths include:

Options & DerivativesAlertsOptions
  • Options strategy builder with profit calculators, chance of profit, net Greeks, and historical implied volatility (in real time on paid plans).
  • Strategy Optimizer searches thousands of trade setups by target price or date and ranks them by return or probability of profit.
  • Unusual options flow scanner detects multi-leg strategies (like spreads and condors), with saved filters, alerts, historical search, and performance tracking.
  • Plan tiers: Free includes 15-minute delayed data and about 10% of flow; Live Tools adds real-time builder and optimizer features; Live Flow adds real-time flow, alerts, insider and Congress trades, and live news.

Feature-by-feature breakdown

AttributeMonexaOptionStrat
Categories

Which research workflows each platform targets

Shared: News, Calendar, Insider Data, US Government Trades

Unique: News Sentiment, Financials, Transcripts, Valuation Models, Analyst Forecasts, Analyst Price Targets, Dividends, Institutional Data, 13F, 13D/13G, Screeners, Watchlist, Investor Holdings, AI Chat

Shared: News, Calendar, Insider Data, US Government Trades

Unique: Options & Derivatives, Alerts, Options

Asset types

Supported asset classes and universes

Stocks, ETFs

Options, Stocks, Futures

Experience levels

Who each product is built for

Beginner, Intermediate, Advanced

Beginner, Intermediate, Advanced

Platforms

Where you can access the product

Web

Web, Mobile

Pricing

High-level pricing models

Free, Subscription

Free, Subscription

Key features

Core capabilities called out by each vendor

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.

Unique

  • Options strategy builder with profit calculators, chance of profit, net Greeks, and historical implied volatility (in real time on paid plans).
  • Strategy Optimizer searches thousands of trade setups by target price or date and ranks them by return or probability of profit.
  • Unusual options flow scanner detects multi-leg strategies (like spreads and condors), with saved filters, alerts, historical search, and performance tracking.
  • Plan tiers: Free includes 15-minute delayed data and about 10% of flow; Live Tools adds real-time builder and optimizer features; Live Flow adds real-time flow, alerts, insider and Congress trades, and live news.
  • Market events integrated directly into the builder, including earnings and ex-dividend dates.
  • Futures flow included with coverage of contracts like ES, GC, BTC, and 6E (data delayed ~15 minutes).
Tested

Verified by hands-on testing inside Find My Moat

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Featured inside curated shortlists

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Frequently Asked Questions

Which workflows do Monexa and OptionStrat both support?

Both platforms cover News, Calendar, Insider Data, and US Government Trades workflows, so you can research those use cases in either tool before digging into the feature differences below.

Do Monexa and OptionStrat require subscriptions?

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

Which tool has mobile access?

OptionStrat ships a dedicated mobile experience, while Monexa focuses on web or desktop access.

What unique strengths set the two platforms apart?

Monexa differentiates itself with 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)., whereas OptionStrat stands out for Options strategy builder with profit calculators, chance of profit, net Greeks, and historical implied volatility (in real time on paid plans)., Strategy Optimizer searches thousands of trade setups by target price or date and ranks them by return or probability of profit., and Unusual options flow scanner detects multi-leg strategies (like spreads and condors), with saved filters, alerts, historical search, and performance tracking..

Keep exploring

Keep exploring

Stay on top of related tools

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

Recommended tools

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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.