VOL. XCIV, NO. 247
★ BEST INVESTING TOOLS COMPARISON ★
NO ADVICE
Friday, February 20, 2026
Tool Comparison
Monexa vs Trefis comparison
Compare pricing, supported platforms, categories, and standout capabilities to decide which tool fits your workflow.
At a glance
Tool
Monexa
$9.9/mo
Starting price
Plans & pricing
Tool
Trefis
—
Starting price
Plans & pricing
Vote sentiment comparison
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Platform details
| Attribute | Monexa | Trefis |
|---|---|---|
Asset types | StocksETFsBondsCommoditiesFunds | Stocks |
Experience | BeginnerIntermediateAdvanced | BeginnerIntermediateAdvanced |
Regions | Not specified | North AmericaEuropeAPAC |
Data freshness | Real-time | 15-min DelayedEnd of Day |
API access | Not specified | Not specified |
Export formats | Excel | ExcelPDFImage |
Coverage overlap
Categories where both tools offer overlapping coverage.
Categories covered by Monexa only.
Frequently Asked Questions
What's the difference between Monexa and Trefis?
Monexa focuses on Screeners, Stock Ideas, and News while Trefis specializes in Valuation Models, Financials, and Data Visualizations. They overlap in 4 categories, so choose based on your preferred workflow and pricing.
How much do Monexa and Trefis cost?
Good news—both Monexa and Trefis offer free plans. You can try each platform without commitment and only pay when you need premium features.
Should I choose Monexa or Trefis?
Choose Monexa if you need Web “Platform” includes Dashboard, News, AI Chat, Calendar, Screener, Watchlist, Whale Tracker, and Congressional Trading modules., and Stock Screener supports saved screeners, templates, and custom filters (“Add Filter”).. Go with Trefis if Interactive “what-if” stock models - adjust forecasts, watch the valuation update in real time, and save or compare multiple scenarios., and Excel round-trip workflow: export models to Excel, make changes locally, then upload again to auto-create interactive dashboards without IT support or templates. better fits how you invest.
What asset classes do Monexa and Trefis cover?
Both cover Stocks. Monexa also includes ETFs, Bonds, Commodities, and Funds.
Does Monexa or Trefis have real-time data?
Monexa offers real-time data feeds, which is essential for active traders. Trefis uses delayed or end-of-day data, which works fine for longer-term investors who don't need up-to-the-second quotes.
Can I export data from Monexa and Trefis?
Both platforms let you export data to spreadsheets (Excel). This is useful for custom analysis or record-keeping.
Which has a better stock screener—Monexa or Trefis?
Monexa includes a stock screener for finding investment ideas. Trefis focuses on other analytical tools.
Other tools you might like
These profiles share overlapping coverage with both sides of this matchup.
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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.