Tool Comparison
Stockoscope vs Trefis
- Paid from
- $12.50/mo
- Free plan
- Yes
- Platforms
- Web
Best if
- You want screeners, watchlist, and scores.
- You're a long-term investor who cares more about fundamentals than headlines
- Paid from
- On request
- Free plan
- Yes
- Platforms
- Web
Best if
- You want risk metrics, AI research, and blogs.
Pick Stockoscope if
Stockoscope
Free • From $150/yr · Web
- You want screeners, watchlist, and scores.
- You're a long-term investor who cares more about fundamentals than headlines
Pick Trefis if
Trefis
Free • Contact for pricing · Web
- You want risk metrics, AI research, and blogs.
Skip both if: Neither one clicks with how you research; there are strong third options.
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Our take
The bottom line
Stockoscope and Trefis cover a lot of the same ground (5 shared categories, including stock ideas, stock comparison, and data visualizations), so for the basics you won't go far wrong with either. Stockoscope simply does more: 14 categories to Trefis's 9, including screeners, watchlist, and scores. Trefis counters by being completely free.
What readers say
Stockoscope
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Trefis
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Key differences at a glance
- Global coverage
- Trefis
- Free trial
- Stockoscope14 days
- Broader coverage
- Stockoscope14 vs 9 categories
- Free plan
- Both
What Stockoscope does best
- A company overview with price, fundamentals, ownership changes, and links to the five research dimensions.
- Assess business quality through 40 financial metrics grouped into 10 adjustable pillars covering growth, margins, capital returns, cash flow, efficiency, use, liquidity, valuation, and dividends.
- Comparison tools for the same metrics against sector and industry peers with percentile ranks and visual peer distributions.
- Modeling for intrinsic value through DCF, dividend discount, and REIT-specific approaches where applicable, then compare results with peer and historical valuation multiples.
- Review analyst consensus ratings, target prices, growth expectations, coverage depth, sentiment trends, and EPS revisions.
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 $150/yr | Free • Contact for pricing |
Free tier | Yes | Yes |
Free trial | 14 days | — |
Plan limits | 10 limits: Free: full 5 d deep dives: 3 stocks per calendar month, Free: active watchlists: 1 +8 more | — |
| Platforms & access | ||
Web app | Yes | Yes |
Mobile app | No | No |
API access | No | No |
Broker sync | No | No |
| Audience & fit | ||
Experience level | Beginner, Intermediate, Advanced | Beginner, Intermediate, Advanced |
Best for | Retail Traders, Pro Retail +7 more | — |
Categories covered | 14 | 9 |
Regions | North America | North America, Europe, APAC |
| Data & capabilities | ||
Data quality | Latency: End of Day and Granularity: EOD | Latency: 15-min Delayed and End of Day and Granularity: EOD |
Data partners | 3 partners: Financial Modeling Prep, Aswath Damodaran, NYU Stern +1 more | — |
Capabilities | Universe builder and Factors: Value, Quality, and Growth | Stress tests: EquityCrash |
Security | Encryption at rest and Encryption in transit | — |
| Try it | Visit Stockoscope | Visit Trefis |
Standout features
The best features of Stockoscope and Trefis.ShowHide
Standout features
What Stockoscope does best
- A company overview with price, fundamentals, ownership changes, and links to the five research dimensions.
- Assess business quality through 40 financial metrics grouped into 10 adjustable pillars covering growth, margins, capital returns, cash flow, efficiency, use, liquidity, valuation, and dividends.
- Comparison tools for the same metrics against sector and industry peers with percentile ranks and visual peer distributions.
- Modeling for intrinsic value through DCF, dividend discount, and REIT-specific approaches where applicable, then compare results with peer and historical valuation multiples.
- Review analyst consensus ratings, target prices, growth expectations, coverage depth, sentiment trends, and EPS revisions.
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 Stockoscope and Trefis.ShowHide
All details
| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | Stocks | Stocks |
Experience | BeginnerIntermediateAdvanced | BeginnerIntermediateAdvanced |
Target audience | Retail TradersPro RetailLong-term InvestorsValue InvestorsGrowth InvestorsQuality InvestorsDividend InvestorsAnalysts+1 more | Not specified |
Regions | North America | North AmericaEuropeAPAC |
Coverage details | Countries: USIdentifiers: Ticker | Identifiers: Ticker |
| Data | ||
Data freshness | End of Day | 15-min DelayedEnd of Day |
Data granularity | EOD | EOD |
Data partners | Financial Modeling PrepAswath Damodaran, NYU SternLogo.dev | Not specified |
| Access & integrations | ||
Export formats | Image | Excel |
| Plans & trust | ||
Security & compliance | Encryption at restEncryption in transit | Not specified |
Capability signals | Universe builderFactors: Value, Quality, and Growth | Stress tests: EquityCrash |
Vendor & support | Stockoscope Pty LtdCountry: AustraliaSupport: 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 | Freefull 5 d deep dives: 3 stocks per calendar month · active watchlists: 1 · +4 more | Free“Free public pages” |
| Entry paid plan | $150/yr≈ $12.50/mo“Pro Annual”active watchlists: 10 · stocks per watchlist: 20 | — |
| Top plan | $15/mo“Pro Monthly”active watchlists: 10 · stocks per watchlist: 20 | — |
| Custom / enterprise | — | Contact sales“Business or Enterprise” |
| Free trial | 14 days | — |
Alternatives
Free alternatives
Questions we keep getting
What's the difference between Stockoscope and Trefis?
Stockoscope leans toward stock ideas, screeners, and stock comparison, while Trefis puts more weight on valuation models, financials, and data visualizations. They overlap in 5 categories, so for most people it comes down to workflow preference and price.
How much do Stockoscope and Trefis cost?
Good news: both Stockoscope and Trefis have free plans, so you can run them side by side and only pay if you hit a wall.
Should I choose Stockoscope or Trefis?
It depends on what you're after. Pick Stockoscope if screeners and watchlist matter to you; go with Trefis if you'd rather have risk metrics and AI research. And if you only need the basics both share, let price decide.
Which covers international markets: Stockoscope or Trefis?
Trefis has documented international coverage (North America, Europe, and APAC), so it's the safer bet if you hold non-US stocks. Stockoscope is more region-specific, mainly North America.
Can I export data from Stockoscope and Trefis?
Trefis exports to Excel. Stockoscope is stingier about getting data out.
Which has a better stock screener: Stockoscope or Trefis?
Stockoscope has a stock screener for surfacing ideas; Trefis doesn't, and focuses its energy elsewhere.
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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.