★ BEST INVESTING TOOLS COMPARISON ★
VOL. XCIV, NO. 247
Source check: Trefis checked August 4, 2026
Tool Comparison
Monexa vs Trefis
Start here
Monexa
Free • From $9.90/mo · Web
- Delayed quotes won't cut it; you need real-time data
- You care about screeners, stock ideas, and news, things Trefis doesn't offer
- You're a long-term investor who cares more about fundamentals than headlines
Pick Trefis instead if
Trefis
Free • Paid plans available · Web
- You care about stock comparison and custom dashboards, things Monexa doesn't offer
Skip both if: Neither one clicks with how you research; there are strong third options.
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Our take
The bottom line
Monexa and Trefis cover a lot of the same ground (4 shared categories, including financials, data visualizations, and valuation models), so for the basics you won't go far wrong with either. Monexa simply does more: 17 categories to Trefis's 6, including screeners, stock ideas, and news. Trefis counters by being completely free.
What readers say
Monexa
Vote once to reveal the community verdict.
Trefis
Vote once to reveal the community verdict.
Key differences at a glance
- Real-time data
- Monexa
- Free trial
- Monexa7 days
- Broader coverage
- Monexa17 vs 6 categories
- Asset coverage
- MonexaAdds ETFs and bonds
- Free plan
- Both
See for yourself
How they stack up
The side-by-side table: pricing, platforms, data, and coverage at a glance.ShowHide
How they stack up
The side-by-side table: pricing, platforms, data, and coverage at a glance.| Attribute | ||
|---|---|---|
| Pricing & plans | ||
Starting price | Free • From $9.90/mo | Free • Paid plans available |
Free tier | Yes | Yes |
Free trial | 7 days | — |
Plan limits | 13 limits: Free: financial history: 5Y, Free: charting: 10Y +11 more | — |
| Platforms & access | ||
Web app | Yes | Yes |
Mobile app | No | No |
API access | No | No |
Broker sync | — | No |
| Audience & fit | ||
Experience level | Beginner, Intermediate, Advanced | Beginner, Intermediate, Advanced |
Best for | Retail Traders, Pro Retail +4 more | — |
Categories covered | 17 | 6 |
Regions | — | North America, Europe, APAC |
| Data & capabilities | ||
Data quality | Latency: Real-time and Granularity: EOD | Latency: 15-min Delayed and End of Day and Granularity: EOD |
Data partners | Financial exchanges / third-party providers | — |
Security | 3 signals: Data residency: Other, Encryption at rest +1 more | — |
| Try it | Visit Monexa | Visit Trefis |
Where each one shines
What Monexa and Trefis each do best.ShowHide
Where each one shines
What Monexa and Trefis each do best.What Monexa does best
- Dashboard, News, AI Chat, Calendar, Screener, Watchlist, Whale Tracker, and Congressional Trading modules from one web workspace.
- Screening for stocks with saved screeners, templates, custom filters, and plan-based saved-screen limits.
- Research coverage for global company pages with financial statements, valuation metrics, stock charts, comparison tools, and plan-based history depth.
- Views for reviewing SEC filings by filing type, filing date, CIK, and source-document view actions.
- Work through earnings calls with transcript history, search, AI summaries, and AI analysis where plan access permits.
What Trefis does best
- Work through public stock valuation pages that break a company into revenue drivers, margins, cash-profit assumptions, and estimated value per share.
- Change model assumptions to create what-if scenarios instead of only reading a static price target or article.
- Trefis Price estimates as an explainable valuation starting point, then inspect the forecasts and discount assumptions behind the output.
- Comparison tools for companies through peer-return tables, valuation ratios, growth metrics, and better-buy style research where public pages are available.
- Views for reviewing ticker pages for stock-move drivers, sector and market correlations, drawdowns, key events, and related AI analysis modules where supported.
Every detail we compared
Every tracked attribute for Monexa and Trefis, side by side.ShowHide
Every detail we compared
Every tracked attribute for Monexa and Trefis, side by side.| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFsBondsCommoditiesFunds | Stocks |
Experience | BeginnerIntermediateAdvanced | BeginnerIntermediateAdvanced |
Target audience | Retail TradersPro RetailAnalystsLong-term InvestorsValue InvestorsGrowth Investors | Not specified |
Regions | Not specified | North AmericaEuropeAPAC |
Coverage details | Identifiers: Ticker | Identifiers: Ticker |
| Data | ||
Data freshness | Real-time | 15-min DelayedEnd of Day |
Data granularity | EOD | EOD |
Data partners | Financial exchanges / third-party providers | Not specified |
| Access & integrations | ||
Export formats | Excel | Excel |
| Plans & trust | ||
Security & compliance | Data residency: OtherEncryption at restEncryption in transit | Not specified |
Vendor & support | Alpine Labs Ltda.Country: BrazilSupport: Email | Insight Guru Inc.Country: USSupport: Email and Phone |
Curation ratings | Not specified | Methodology 4/5Reliability 4/5UX 4/5 |
Green tags are exclusive to that tool in this comparison.
What you'll actually pay
Plans, billing, trials, and per-month pricing for both tools.ShowHide
What you'll actually pay
Plans, billing, trials, and per-month pricing for both tools.| Tier | ||
|---|---|---|
| Free plan | Freefinancial history: 5Y · charting: 10Y · +4 more | Free |
| Entry paid plan | $9.90/mo“Pro”financial history: 30Y · charting: 30Y · +5 more | Subscription“Custom / Subscriber” |
| Free trial | 7 days | — |
Questions we keep getting
What's the difference between Monexa and Trefis?
Monexa leans toward screeners, stock ideas, and news, while Trefis puts more weight on valuation models, financials, and data visualizations. They overlap in 4 categories, so for most people it comes down to workflow preference and price.
How much do Monexa and Trefis cost?
Good news: both Monexa and Trefis have free plans, so you can run them side by side and only pay if you hit a wall.
Should I choose Monexa or Trefis?
It depends on what you're after. Pick Monexa if screeners and stock ideas matter to you; go with Trefis if you'd rather have stock comparison and custom dashboards. And if you only need the basics both share, let price decide.
What asset classes do Monexa and Trefis cover?
Both cover stocks. Monexa also handles ETFs, bonds, and commodities.
Does Monexa or Trefis have real-time data?
Monexa offers real-time data, which matters if you trade actively. Trefis runs on delayed or end-of-day data, which is perfectly fine for longer-term investors who don't live and die by the tick.
Can I export data from Monexa and Trefis?
Yes, both export to spreadsheets (Excel), which is handy if you like running your own numbers.
Which has a better stock screener: Monexa or Trefis?
Monexa has a stock screener for surfacing ideas; Trefis doesn't, and focuses its energy elsewhere.
Keep researching
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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.