Monexa adds News Sentiment, Valuation Models, 13F, 13D/13G, US Government Trades, and AI Chat coverage that Trendlyne skips.
VOL. XCIV, NO. 247
★ FINANCIAL TOOLS & SERVICES DIRECTORY ★
PRICE: 5 CENTS
Sunday, October 26, 2025
Head-to-head
Monexa vs Trendlyne comparison
Compare pricing, supported platforms, categories, and standout capabilities to decide which tool fits your workflow.
Quick takeaways
Trendlyne includes Analyst Recommendations, Data Visualizations, Options & Derivatives, Portfolio, Backtesting, Alerts, Splits, Acquisitions, IPO, Scores, Sheets / Excel Add-ins, and Broker Connectors 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)..
Trendlyne is known for: Stock screener with over 1,000 parameters, plus prebuilt strategies and optional screener alerts (up to every 15 minutes on premium tiers)., Backtesting at both strategy and stock level, with plan-based limits (from a few hundred to over a thousand annual backtests)., and Consensus estimates platform (“Forecaster”) with historical and real-time views on revenue, EPS, profit, dividends, cash flow, capex, and more..
Trendlyne offers mobile access, which Monexa skips.
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.
Categories
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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Trendlyne
trendlyne.com
Hands-on review
Equity research and portfolio platform with coverage of both India and US markets. Screener alerts, backtests, and data downloads are tiered by plan—for example, screener alerts refresh as often as every 15 minutes on Pro/Pro Plus, backtest limits range from 200 to 1200 per year, and data exports expand from 2,000 rows to unlimited. Excel and Google Sheets integration is available on higher plans, with global access on Pro Plus. Broker sync works with major Indian brokers, and transcripts include AI summaries for faster digestion.
Categories
ScreenersAnalyst ForecastsAnalyst Price TargetsAnalyst RecommendationsData VisualizationsOptions & DerivativesPortfolioWatchlistBacktestingInvestor HoldingsAlertsCalendarNewsDividendsSplitsAcquisitionsIPOFinancialsScoresTranscriptsInsider DataInstitutional DataSheets / Excel Add-insBroker Connectors
Platforms
WebMobile
Pricing
FreeSubscription
Quick highlights
- Stock screener with over 1,000 parameters, plus prebuilt strategies and optional screener alerts (up to every 15 minutes on premium tiers).
- Backtesting at both strategy and stock level, with plan-based limits (from a few hundred to over a thousand annual backtests).
- Consensus estimates platform (“Forecaster”) with historical and real-time views on revenue, EPS, profit, dividends, cash flow, capex, and more.
- DVM score (Durability-Valuation-Momentum) available with historical charts and exportable to CSV/XLS.
- Flexible data downloads to Excel/CSV, with row limits on lower plans and unlimited access on higher tiers.
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Overlap
Shared focus areas
12 overlapsMutual strengths include News, Calendar, and Financials plus 9 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.
Trendlyne
Distinct strengths include:
Analyst RecommendationsData VisualizationsOptions & DerivativesPortfolioBacktestingAlertsSplitsAcquisitions
- Stock screener with over 1,000 parameters, plus prebuilt strategies and optional screener alerts (up to every 15 minutes on premium tiers).
- Backtesting at both strategy and stock level, with plan-based limits (from a few hundred to over a thousand annual backtests).
- Consensus estimates platform (“Forecaster”) with historical and real-time views on revenue, EPS, profit, dividends, cash flow, capex, and more.
- DVM score (Durability-Valuation-Momentum) available with historical charts and exportable to CSV/XLS.
Feature-by-feature breakdown
| Attribute | Monexa | Trendlyne |
|---|---|---|
Categories Which research workflows each platform targets | Shared: News, Calendar, Financials, Transcripts, Analyst Forecasts, Analyst Price Targets, Dividends, Insider Data, Institutional Data, Screeners, Watchlist, Investor Holdings Unique: News Sentiment, Valuation Models, 13F, 13D/13G, US Government Trades, AI Chat | Shared: News, Calendar, Financials, Transcripts, Analyst Forecasts, Analyst Price Targets, Dividends, Insider Data, Institutional Data, Screeners, Watchlist, Investor Holdings Unique: Analyst Recommendations, Data Visualizations, Options & Derivatives, Portfolio, Backtesting, Alerts, Splits, Acquisitions, IPO, Scores, Sheets / Excel Add-ins, Broker Connectors |
Asset types Supported asset classes and universes | Stocks, ETFs | Stocks, Mutual Funds, Options, 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
| Unique
|
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 Trendlyne both support?
Both platforms cover News, Calendar, Financials, Transcripts, Analyst Forecasts, Analyst Price Targets, Dividends, Insider Data, Institutional Data, Screeners, Watchlist, and Investor Holdings workflows, so you can research those use cases in either tool before digging into the feature differences below.
Do Monexa and Trendlyne require subscriptions?
Both Monexa and Trendlyne keep freemium access with optional paid upgrades, so you can trial each platform before committing.
Which tool has mobile access?
Trendlyne 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 Trendlyne stands out for Stock screener with over 1,000 parameters, plus prebuilt strategies and optional screener alerts (up to every 15 minutes on premium tiers)., Backtesting at both strategy and stock level, with plan-based limits (from a few hundred to over a thousand annual backtests)., and Consensus estimates platform (“Forecaster”) with historical and real-time views on revenue, EPS, profit, dividends, cash flow, capex, and more..
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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.