VOL. XCIV, NO. 247

★ FINANCIAL TOOLS & SERVICES DIRECTORY ★

PRICE: 5 CENTS

Sunday, October 26, 2025

Head-to-head

Monexa vs Quiver Quantitative comparison

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

Quick takeaways

Monexa adds News Sentiment, Calendar, Financials, Transcripts, Valuation Models, Analyst Forecasts, Analyst Price Targets, Dividends, 13D/13G, and AI Chat coverage that Quiver Quantitative skips.

Quiver Quantitative includes Backtesting, Alerts, Reddit, Data APIs, Splits, Which ETF includes this Stock?, ETF Holdings, Patents / USPTO, and Dark Pool & Off-Exchange categories that Monexa omits.

Monexa 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)., and AI Peer Analysis: benchmark valuation, growth, profitability, and capital returns vs. peers in one AI report (Pro)..

Quiver Quantitative is known for: Alternative data dashboards spanning Congress trading, insider activity, government contracts, lobbying, app ratings, Google Trends, U.S. patents, ETF and institutional holdings, and more., Congress Trading dashboard parses public disclosures, tracks post-trade performance, and shows cumulative returns by individual politicians., and Institutional Holdings (13F) dashboard, with a backtesting tool for premium users to evaluate fund-level positioning over time..

Quiver Quantitative offers mobile access, which Monexa skips.

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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Quiver Quantitative logo

Quiver Quantitative

quiverquant.com

Hands-on review

Premium unlocks stock screeners, alerts, backtesters for Congress and institutional trades, strategy dashboards, Smart Score/Bull–Bear ratings, customizable watchlists, early access to news/videos, and data export samples. Copytrading is available through partner Quantbase. Premium runs $25/month or $300/year with a free trial (7 days on monthly, 30 days on annual). The Quiver API is sold separately under tiered plans (Hobbyist, Trader, Institution).

Platforms

WebMobileAPI

Pricing

FreeSubscription

Quick highlights

  • Alternative data dashboards spanning Congress trading, insider activity, government contracts, lobbying, app ratings, Google Trends, U.S. patents, ETF and institutional holdings, and more.
  • Congress Trading dashboard parses public disclosures, tracks post-trade performance, and shows cumulative returns by individual politicians.
  • Institutional Holdings (13F) dashboard, with a backtesting tool for premium users to evaluate fund-level positioning over time.
  • Premium adds advanced tools like stock screeners, alerts, institutional and congressional backtesters, Smart Score/Bull–Bear metrics, watchlists, exportable data samples, and early access to curated content. Pricing is $25/month or $300/year, with free trials (7 or 30 days).
  • Strategy copytrading offered via Quantbase integration (Premium).

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Overlap

Shared focus areas

8 overlaps

Mutual strengths include News, Insider Data, and Institutional Data plus 5 more areas.

Where they differ

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.

Quiver Quantitative

Distinct strengths include:

  • Alternative data dashboards spanning Congress trading, insider activity, government contracts, lobbying, app ratings, Google Trends, U.S. patents, ETF and institutional holdings, and more.
  • Congress Trading dashboard parses public disclosures, tracks post-trade performance, and shows cumulative returns by individual politicians.
  • Institutional Holdings (13F) dashboard, with a backtesting tool for premium users to evaluate fund-level positioning over time.
  • Premium adds advanced tools like stock screeners, alerts, institutional and congressional backtesters, Smart Score/Bull–Bear metrics, watchlists, exportable data samples, and early access to curated content. Pricing is $25/month or $300/year, with free trials (7 or 30 days).

Feature-by-feature breakdown

AttributeMonexaQuiver Quantitative
Categories

Which research workflows each platform targets

Shared: News, Insider Data, Institutional Data, 13F, Screeners, Watchlist, Investor Holdings, US Government Trades

Unique: News Sentiment, Calendar, Financials, Transcripts, Valuation Models, Analyst Forecasts, Analyst Price Targets, Dividends, 13D/13G, AI Chat

Shared: News, Insider Data, Institutional Data, 13F, Screeners, Watchlist, Investor Holdings, US Government Trades

Unique: Backtesting, Alerts, Reddit, Data APIs, Splits, Which ETF includes this Stock?, ETF Holdings, Patents / USPTO, Dark Pool & Off-Exchange

Asset types

Supported asset classes and universes

Stocks, ETFs

Stocks, ETFs

Experience levels

Who each product is built for

Beginner, Intermediate, Advanced

Beginner, Intermediate, Advanced

Platforms

Where you can access the product

Web

Web, Mobile, API

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

  • Alternative data dashboards spanning Congress trading, insider activity, government contracts, lobbying, app ratings, Google Trends, U.S. patents, ETF and institutional holdings, and more.
  • Congress Trading dashboard parses public disclosures, tracks post-trade performance, and shows cumulative returns by individual politicians.
  • Institutional Holdings (13F) dashboard, with a backtesting tool for premium users to evaluate fund-level positioning over time.
  • Premium adds advanced tools like stock screeners, alerts, institutional and congressional backtesters, Smart Score/Bull–Bear metrics, watchlists, exportable data samples, and early access to curated content. Pricing is $25/month or $300/year, with free trials (7 or 30 days).
  • Strategy copytrading offered via Quantbase integration (Premium).
  • Quiver API is a separate product with tiered pricing: Hobbyist ($10/month for Tier 1 data), Trader ($75/month for Tier 1 & 2), and Institution (custom). Comes with an official Python package.
Tested

Verified by hands-on testing inside Find My Moat

Not yet

Yes

Editor pick

Featured inside curated shortlists

Standard listing

Standard listing

Frequently Asked Questions

Which workflows do Monexa and Quiver Quantitative both support?

Both platforms cover News, Insider Data, Institutional Data, 13F, Screeners, Watchlist, Investor Holdings, 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 Quiver Quantitative require subscriptions?

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

Which tool has mobile access?

Quiver Quantitative 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 Quiver Quantitative stands out for Alternative data dashboards spanning Congress trading, insider activity, government contracts, lobbying, app ratings, Google Trends, U.S. patents, ETF and institutional holdings, and more., Congress Trading dashboard parses public disclosures, tracks post-trade performance, and shows cumulative returns by individual politicians., and Institutional Holdings (13F) dashboard, with a backtesting tool for premium users to evaluate fund-level positioning over time..

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.