VOL. XCIV, NO. 247
BEST INVESTING TOOLS COMPARISON
Source checks: Optuma checked September 5, 2026 · Stock Analysis checked August 23, 2026
Tool Comparison
Optuma vs Stock Analysis
Pick Optuma if
Optuma
From $810/yr · Desktop
- You care about quant, backtesting, and factor exposure, things Stock Analysis doesn't offer
Pick Stock Analysis if
Stock Analysis
Free • From $79/yr · Web · Mobile
- You'd rather start free and only pay if you outgrow it
- You want the cheaper way in: plans start at $6.58/mo instead of $67.5/mo
- You do a lot of your research from your phone
Use code JERA
Skip both if: Neither one clicks with how you research; there are strong third options.
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Our take
The bottom line
Optuma and Stock Analysis cover a lot of the same ground (6 shared categories, including data visualizations, stock comparison, and ETF comparison), so for the basics you won't go far wrong with either. Stock Analysis simply does more: 32 categories to Optuma's 10, including stock ideas, ETF screeners, and top analysts, plus a mobile app. Optuma counters by keeping things simpler.
What readers say
Optuma
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Stock Analysis
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Key differences at a glance
- Free plan
- Stock Analysis
- Cheaper paid plan
- Stock Analysis$6.58/mo vs $67.5/mo
- Free trial
- Optuma14 days
- Broader coverage
- Stock Analysis32 vs 10 categories
- Mobile app
- Stock Analysis
- Desktop app
- Optuma
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 | From $810/yr | Free • From $79/yr |
Free tier | No | Yes |
Free trial | 14 days | — |
Plan limits | — | 14 limits: Free: ads: Yes, Free: exports: Limited compared with Pro/Unlimited +12 more |
| Platforms & access | ||
Web app | No | Yes |
Desktop app | Yes | No |
Mobile app | No | Yes |
API access | No | No |
Broker sync | No | Yes |
Integrations | Bloomberg | Brokerage account sync, Google Sheets export +3 more |
| Audience & fit | ||
Experience level | Intermediate, Advanced | Beginner, Intermediate, Advanced |
Best for | Pro Retail, Analysts +3 more | Retail Traders, Pro Retail +8 more |
Categories covered | 10 | 32 |
Regions | North America, Europe, APAC, LatAm, Middle East, Africa | North America, Europe, APAC, LatAm, Middle East, Africa |
| Data & capabilities | ||
Data quality | 3 signals: Latency: Real-time and End of Day, Granularity: Minute and EOD +1 more | 6 signals: Latency: Streaming, Real-time, 15-min Delayed, and End of Day, Granularity: Minute and EOD +4 more |
Data partners | RRG Research and Bloomberg | 10 partners: Fiscal.ai, S&P Global Market Intelligence +8 more |
Capabilities | 9 signals: Custom formulas, Ranking backtests +7 more | 4 signals: Universe builder, Factors: Value, Quality, Momentum, Growth, and Size +2 more |
| Try it | Visit Optuma | Visit Stock Analysis |
Where each one shines
What Optuma and Stock Analysis each do best.ShowHide
Where each one shines
What Optuma and Stock Analysis each do best.What Optuma does best
- Build static or animated RRGs for securities, indices, asset classes, custom lists, and portfolios.
- Change tail length, comparison index, history, and daily, weekly, or monthly timeframes in RRG Lite.
- Use price-weighted, cap-weighted, selected-index, or fixed annual-return comparisons.
- Higher service levels add one-minute intraday and Forex RRGs, scripting, filters, scans, quantitative tests, and quadrant-colored bars.
- Connect a real-time provider for live intraday RRGs or use included and optional end-of-day market data.
What Stock Analysis does best
- Research coverage for 130,000+ global stocks and funds, including stocks, ETFs, mutual funds, closed-end funds, indexes, IPOs, preferred shares, and other listed symbols.
- Market research entry points: news, press releases, trending stocks, indexes, heatmaps, pre-market movers, after-hours movers, IPO news, and broad market activity pages.
- Screening for ideas with stock, ETF, IPO, and mutual-fund screeners that support country and exchange filters, indicators, watchlist actions, table views, and paid saved-screen workflows.
- Direct access to ticker pages with quote data, company profiles, financial statements, ratios, statistics, business metrics, dividends, price history, charts, news, related symbols, downloadable tables, and data-source context.
- Tracking event-driven research with earnings calendars, IPO calendars, IPO statistics, dividend calendars, listings, delistings, splits, symbol changes, spin-offs, bankruptcies, acquisitions, and historical corporate actions.
Every detail we compared
Every tracked attribute for Optuma and Stock Analysis, side by side.ShowHide
Every detail we compared
Every tracked attribute for Optuma and Stock Analysis, side by side.| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFsMutual FundsCurrenciesCommoditiesFuturesCryptosOther | StocksETFsMutual FundsClosed-End FundsFundsOther |
Experience | IntermediateAdvanced | BeginnerIntermediateAdvanced |
Target audience | Pro RetailAnalystsQuants/DevelopersAsset ManagersHedge Funds | Retail TradersPro RetailLong-term InvestorsValue InvestorsGrowth InvestorsDividend InvestorsIndex/Passive InvestorsSwing Traders+2 more |
Regions | North AmericaEuropeAPACLatAmMiddle EastAfrica | North AmericaEuropeAPACLatAmMiddle EastAfrica |
Coverage details | Identifiers: Ticker | Identifiers: Ticker, CIK, ISIN, and CUSIP |
| Data | ||
Data freshness | Real-timeEnd of Day | StreamingReal-time15-min DelayedEnd of Day |
Data granularity | MinuteEOD | MinuteEOD |
Pricing sources | Not specified | ExchangeVendor |
Data partners | RRG ResearchBloomberg | Fiscal.aiS&P Global Market IntelligenceNasdaq Data LinkFinancial Modeling PrepCboeNasdaq / NYSEBenzingaFinnhub+2 more |
| Access & integrations | ||
Import methods | CSVManual | ManualCSVBrokerOAuth |
Integrations | Bloomberg | Brokerage account syncGoogle Sheets exportApple App StoreGoogle PlayPaddle |
Export formats | ImagePDF | CSVExcel |
| Plans & trust | ||
Capability signals | Custom formulasRanking backtestsUniverse builderFactors: Value, Quality, Momentum, Growth, LowVol, and SizeFactor exposurePerformance attributionPortfolio attributionPortfolio factor exposure+1 more | Universe builderFactors: Value, Quality, Momentum, Growth, and SizeBroker syncMulti-currency |
Vendor & support | Optuma Pty LtdCountry: AUSupport: Email and Forum | Vefir ehf.Country: IcelandFounded 2019Support: Email |
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 | — | Freeads: Yes · exports: Limited compared with Pro/Unlimited · +2 more |
| Entry paid plan | $810/yr≈ $67.50/mo“Trader Services — annual renewal” | $79/yr≈ $6.58/mo“Pro”stocks per watchlist: 100 · active alerts: 100 · +3 more |
| Tier 2 | $75/mo“Trader Services — monthly renewal” | $199/yr≈ $16.58/mo“Unlimited”downloads: Unlimited · stocks per watchlist: Unlimited · +3 more |
| Top plan | $995/yr“Trader Services — first 12 months” | — |
| Free trial | 14 days | — |
Questions we keep getting
What's the difference between Optuma and Stock Analysis?
Optuma leans toward data visualizations, stock comparison, and ETF comparison, while Stock Analysis puts more weight on stock ideas, screeners, and ETF screeners. They overlap in 6 categories, so for most people it comes down to workflow preference and price.
Is Optuma or Stock Analysis free to use?
Stock Analysis has a free tier, so you can get started without paying anything. Optuma is paid-only. If budget matters, start with Stock Analysis and see how far it takes you before opening your wallet.
Which is better for beginners: Optuma or Stock Analysis?
Stock Analysis is the friendlier place to start; its interface takes less getting used to. Both work fine once you're past the basics.
Can I use Optuma or Stock Analysis on my phone?
Stock Analysis lists a dedicated mobile app, so it travels better. Optuma doesn't list a dedicated mobile app; its documented access is desktop.
Should I choose Optuma or Stock Analysis?
It depends on what you're after. Pick Optuma if quant and backtesting matter to you; go with Stock Analysis if you'd rather have stock ideas and ETF screeners. And if you only need the basics both share, let price decide.
What asset classes do Optuma and Stock Analysis cover?
Both cover stocks, ETFs, mutual funds, and other. Optuma also handles currencies, commodities, and futures. Stock Analysis adds closed-end funds and funds on top.
Do Optuma and Stock Analysis offer real-time data?
Yes, both serve real-time market data, so either works when timing matters.
Can I export data from Optuma and Stock Analysis?
Stock Analysis exports to CSV and Excel. Optuma is stingier about getting data out.
Can Optuma or Stock Analysis connect to my broker?
Stock Analysis syncs with brokers automatically. With Optuma, you're entering holdings by hand or importing files.
Which has a better stock screener: Optuma or Stock Analysis?
Both Optuma and Stock Analysis include stock screeners, and they differ more in interface than raw power; try both and see which one clicks for you.
Can I track my portfolio with Optuma or Stock Analysis?
Yes, both do portfolio tracking: holdings, performance, and allocation in one place.
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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.