VOL. XCIV, NO. 247

★ FINANCIAL TOOLS & SERVICES DIRECTORY ★

PRICE: 5 CENTS

Sunday, October 26, 2025

View MonexaView Tweenvest Home My Collections

Head-to-head

Monexa vs Tweenvest comparison

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

Quick takeaways

Monexa adds News Sentiment, Analyst Price Targets, Insider Data, Institutional Data, 13F, 13D/13G, Investor Holdings, US Government Trades, and AI Chat coverage that Tweenvest skips.

Tweenvest includes Scores, AI, and Portfolio 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)..

Tweenvest is known for: Global equity database covering more than 100,000 stocks, refreshed daily., Powerful stock screener, with unlimited screening and custom lists available on the Unlimited tier., and Company dashboards with financial tables, charts, and strategy lenses across Quality, Growth, Dividend, Value, and Momentum..

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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Tweenvest logo

Tweenvest

tweenvest.com

Hands-on review

Equity research and portfolio platform based in Spain, offering global stock and ETF coverage. Features and markets scale by plan: Pro adds a single portfolio, Pro+ expands to unlimited portfolios and positions (with ETF support and a dividend calendar), and Unlimited unlocks worldwide coverage, full screener access, all transcripts, analyst estimates, projection editing, and AI summaries.

Platforms

Web

Pricing

FreeSubscription

Quick highlights

  • Global equity database covering more than 100,000 stocks, refreshed daily.
  • Powerful stock screener, with unlimited screening and custom lists available on the Unlimited tier.
  • Company dashboards with financial tables, charts, and strategy lenses across Quality, Growth, Dividend, Value, and Momentum.
  • Portfolio tracking with performance metrics, dividend forecasts, and event notifications. Pro includes one portfolio of up to 20 positions; Pro+ expands to unlimited portfolios and ETFs; dividend calendars are included at Pro+ and above.
  • Access to company transcripts: Free and Pro plans get the latest transcript, while Unlimited includes the full archive.

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Overlap

Shared focus areas

9 overlaps

Mutual strengths include News, Calendar, and Financials plus 6 more areas.

Where they differ

Monexa

Distinct strengths include:

News SentimentAnalyst Price TargetsInsider DataInstitutional Data13F13D/13GInvestor HoldingsUS Government Trades
  • 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.

Tweenvest

Distinct strengths include:

ScoresAIPortfolio
  • Global equity database covering more than 100,000 stocks, refreshed daily.
  • Powerful stock screener, with unlimited screening and custom lists available on the Unlimited tier.
  • Company dashboards with financial tables, charts, and strategy lenses across Quality, Growth, Dividend, Value, and Momentum.
  • Portfolio tracking with performance metrics, dividend forecasts, and event notifications. Pro includes one portfolio of up to 20 positions; Pro+ expands to unlimited portfolios and ETFs; dividend calendars are included at Pro+ and above.

Feature-by-feature breakdown

AttributeMonexaTweenvest
Categories

Which research workflows each platform targets

Shared: News, Calendar, Financials, Transcripts, Valuation Models, Analyst Forecasts, Dividends, Screeners, Watchlist

Unique: News Sentiment, Analyst Price Targets, Insider Data, Institutional Data, 13F, 13D/13G, Investor Holdings, US Government Trades, AI Chat

Shared: News, Calendar, Financials, Transcripts, Valuation Models, Analyst Forecasts, Dividends, Screeners, Watchlist

Unique: Scores, AI, Portfolio

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

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

  • Global equity database covering more than 100,000 stocks, refreshed daily.
  • Powerful stock screener, with unlimited screening and custom lists available on the Unlimited tier.
  • Company dashboards with financial tables, charts, and strategy lenses across Quality, Growth, Dividend, Value, and Momentum.
  • Portfolio tracking with performance metrics, dividend forecasts, and event notifications. Pro includes one portfolio of up to 20 positions; Pro+ expands to unlimited portfolios and ETFs; dividend calendars are included at Pro+ and above.
  • Access to company transcripts: Free and Pro plans get the latest transcript, while Unlimited includes the full archive.
  • Analyst estimates, editable projections, and AI-generated summaries are included in the Unlimited plan.
Tested

Verified by hands-on testing inside Find My Moat

Not yet

Yes

Editor pick

Featured inside curated shortlists

Standard listing

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Frequently Asked Questions

Which workflows do Monexa and Tweenvest both support?

Both platforms cover News, Calendar, Financials, Transcripts, Valuation Models, Analyst Forecasts, Dividends, Screeners, and Watchlist workflows, so you can research those use cases in either tool before digging into the feature differences below.

Do Monexa and Tweenvest require subscriptions?

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

How can you access Monexa and Tweenvest?

Both Monexa and Tweenvest prioritize web or desktop access. Investors wanting a mobile-first workflow may need to rely on responsive web views.

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 Tweenvest stands out for Global equity database covering more than 100,000 stocks, refreshed daily., Powerful stock screener, with unlimited screening and custom lists available on the Unlimited tier., and Company dashboards with financial tables, charts, and strategy lenses across Quality, Growth, Dividend, Value, and Momentum..

Keep exploring

Stay on top of related tools

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

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.