Tool Comparison
Stock Analysis vs Trefis
- Paid from
- $6.58/mo
- Free plan
- Yes
- Platforms
- Web, Mobile
Best if
- Delayed quotes won't cut it; you need real-time data
- You do a lot of your research from your phone
- You want screeners, ETF screeners, and top analysts.
Use code JERA
- Paid from
- On request
- Free plan
- Yes
- Platforms
- Web
Best if
- You want custom dashboards.
Start here
Stock Analysis
Free • From $79/yr · Web · Mobile
- Delayed quotes won't cut it; you need real-time data
- You do a lot of your research from your phone
- You want screeners, ETF screeners, and top analysts.
Use code JERA
Pick Trefis instead if
Trefis
Free • Contact for pricing · Web
- You want custom dashboards.
Skip both if: Neither one clicks with how you research; there are strong third options.
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Our take
The bottom line
Stock Analysis and Trefis cover a lot of the same ground (8 shared categories, including stock ideas, stock comparison, and data visualizations), so for the basics you won't go far wrong with either. Stock Analysis simply does more: 32 categories to Trefis's 9, including screeners, ETF screeners, and top analysts, plus a mobile app. Trefis counters by being completely free.
What readers say
Stock Analysis
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Trefis
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Key differences at a glance
- Real-time data
- Stock Analysis
- Broader coverage
- Stock Analysis32 vs 9 categories
- Mobile app
- Stock Analysis
- Broker sync
- Stock Analysis
- Asset coverage
- Stock AnalysisAdds ETFs and mutual funds
- Free plan
- Both
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.
What Trefis does best
- Review company pages with valuation ratios, financial results, forward consensus estimates, ETF exposure, peer comparisons, and price behavior.
- Compare annual returns, monthly win rates, maximum drawdowns, and past market-shock losses against peers and the S&P 500.
- Browse current trade ideas and their forward return and drawdown records by strategy.
- Use Trefis Price models to change business-driver forecasts and produce a personal valuation estimate where a model is available.
- Inspect the sum-of-the-parts and DCF assumptions behind a Trefis Price estimate.
Side by side
Pricing comparison
See for yourself
Side by side
Price, platforms, data, and market coverage.ShowHide
Side by side
| Attribute | ||
|---|---|---|
| Pricing & plans | ||
Starting price | Free • From $79/yr | Free • Contact for pricing |
Free tier | Yes | Yes |
Free trial | — | — |
Plan limits | 14 limits: Free: ads: Yes, Free: exports: Limited compared with Pro/Unlimited +12 more | — |
| Platforms & access | ||
Web app | Yes | Yes |
Mobile app | Yes | No |
API access | No | No |
Broker sync | Yes | No |
Integrations | Brokerage account sync, Google Sheets export +3 more | — |
| Audience & fit | ||
Experience level | Beginner, Intermediate, Advanced | Beginner, Intermediate, Advanced |
Best for | Retail Traders, Pro Retail +8 more | — |
Categories covered | 32 | 9 |
Regions | North America, Europe, APAC, LatAm, Middle East, Africa | North America, Europe, APAC |
| Data & capabilities | ||
Data quality | 6 signals: Latency: Streaming, Real-time, 15-min Delayed, and End of Day, Granularity: Minute and EOD +4 more | Latency: 15-min Delayed and End of Day and Granularity: EOD |
Data partners | 10 partners: Fiscal.ai, S&P Global Market Intelligence +8 more | — |
Capabilities | 4 signals: Universe builder, Factors: Value, Quality, Momentum, Growth, and Size +2 more | Stress tests: EquityCrash |
| Try it | Visit Stock Analysis | Visit Trefis |
Standout features
The best features of Stock Analysis and Trefis.ShowHide
Standout features
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.
What Trefis does best
- Review company pages with valuation ratios, financial results, forward consensus estimates, ETF exposure, peer comparisons, and price behavior.
- Compare annual returns, monthly win rates, maximum drawdowns, and past market-shock losses against peers and the S&P 500.
- Browse current trade ideas and their forward return and drawdown records by strategy.
- Use Trefis Price models to change business-driver forecasts and produce a personal valuation estimate where a model is available.
- Inspect the sum-of-the-parts and DCF assumptions behind a Trefis Price estimate.
All details
Every attribute we track for Stock Analysis and Trefis.ShowHide
All details
| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFsMutual FundsClosed-End FundsFundsOther | Stocks |
Experience | BeginnerIntermediateAdvanced | BeginnerIntermediateAdvanced |
Target audience | Retail TradersPro RetailLong-term InvestorsValue InvestorsGrowth InvestorsDividend InvestorsIndex/Passive InvestorsSwing Traders+2 more | Not specified |
Regions | North AmericaEuropeAPACLatAmMiddle EastAfrica | North AmericaEuropeAPAC |
Coverage details | Identifiers: Ticker, CIK, ISIN, and CUSIP | Identifiers: Ticker |
| Data | ||
Data freshness | StreamingReal-time15-min DelayedEnd of Day | 15-min DelayedEnd of Day |
Data granularity | MinuteEOD | EOD |
Pricing sources | ExchangeVendor | Not specified |
Data partners | Fiscal.aiS&P Global Market IntelligenceNasdaq Data LinkFinancial Modeling PrepCboeNasdaq / NYSEBenzingaFinnhub+2 more | Not specified |
| Access & integrations | ||
Import methods | ManualCSVBrokerOAuth | Not specified |
Integrations | Brokerage account syncGoogle Sheets exportApple App StoreGoogle PlayPaddle | Not specified |
Export formats | CSVExcel | Excel |
| Plans & trust | ||
Capability signals | Universe builderFactors: Value, Quality, Momentum, Growth, and SizeBroker syncMulti-currency | Stress tests: EquityCrash |
Vendor & support | Vefir ehf.Country: IcelandFounded 2019Support: 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.
Pricing
Plans, billing, free trials, and monthly prices.ShowHide
Pricing
| Tier | ||
|---|---|---|
| Free plan | Freeads: Yes · exports: Limited compared with Pro/Unlimited · +2 more | Free“Free public pages” |
| Entry paid plan | $79/yr≈ $6.58/mo“Pro”stocks per watchlist: 100 · active alerts: 100 · +3 more | — |
| Top plan | $199/yr≈ $16.58/mo“Unlimited”downloads: Unlimited · stocks per watchlist: Unlimited · +3 more | — |
| Custom / enterprise | — | Contact sales“Business or Enterprise” |
Alternatives
Free alternatives
Questions we keep getting
What's the difference between Stock Analysis and Trefis?
Stock Analysis leans toward stock ideas, screeners, and ETF screeners, while Trefis puts more weight on valuation models, financials, and data visualizations. They overlap in 8 categories, so for most people it comes down to workflow preference and price.
How much do Stock Analysis and Trefis cost?
Good news: both Stock Analysis and Trefis have free plans, so you can run them side by side and only pay if you hit a wall.
Can I use Stock Analysis or Trefis on my phone?
Stock Analysis lists a dedicated mobile app, so it travels better. Trefis doesn't list a dedicated mobile app; its documented access is web.
Should I choose Stock Analysis or Trefis?
It depends on what you're after. Pick Stock Analysis if screeners and ETF screeners matter to you; go with Trefis if you'd rather have custom dashboards. And if you only need the basics both share, let price decide.
What asset classes do Stock Analysis and Trefis cover?
Both cover stocks. Stock Analysis also handles ETFs, mutual funds, and closed-end funds.
Does Stock Analysis or Trefis have real-time data?
Stock Analysis 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 Stock Analysis and Trefis?
Yes, both export to spreadsheets (Excel), which is handy if you like running your own numbers.
Can Stock Analysis or Trefis connect to my broker?
Stock Analysis syncs with brokers automatically. With Trefis, you're entering holdings by hand or importing files.
Which has a better stock screener: Stock Analysis or Trefis?
Stock Analysis has a stock screener for surfacing ideas; Trefis doesn't, and focuses its energy elsewhere.
Can I track my portfolio with Stock Analysis or Trefis?
Stock Analysis handles portfolio tracking. Trefis is really a research tool; you'd track your portfolio elsewhere.
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