Tool Comparison
The Ledger Terminal vs Trefis
- Paid from
- —
- Free plan
- Yes
- Platforms
- Web
Best if
- You want screeners, watchlist, and alerts.
- 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 custom dashboards.
Start here
The Ledger Terminal
Free • Paid plans available · Web
- You want screeners, watchlist, and alerts.
- You're a long-term investor who cares more about fundamentals than headlines
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
The Ledger Terminal 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. The Ledger Terminal simply does more: 17 categories to Trefis's 9, including screeners, watchlist, and alerts. Trefis counters by being completely free.
What readers say
The Ledger Terminal
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Trefis
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Key differences at a glance
- Broader coverage
- The Ledger Terminal17 vs 9 categories
- Free trial
- The Ledger Terminal7 days
- Free plan
- Both
What The Ledger Terminal does best
- Direct access to one-page stock tearsheets that combine business description, historical financials, valuation visuals, quality checks, SEC filing links, and relevant news.
- More than 10,000 US stocks, plus UK companies sourced from ESEF filings.
- Review SEC EDGAR-derived financial-statement history with source filing links, automated QA checks, annual and quarterly data, and trailing twelve months where available.
- Log-scale valuation charts to compare price against fair value views such as P/E, P/FCF, P/CF, and P/OE owner earnings.
- Support for applying a 9-point quality checklist covering profitability, growth, capital efficiency, shareholder returns, fair value, and balance-sheet health.
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 • Paid plans available | Free • Contact for pricing |
Free tier | Yes | Yes |
Free trial | 7 days | — |
Plan limits | 7 limits: Free: anonymous daily stock views: 1, Free: authenticated daily stock views: 6 +5 more | — |
| Platforms & access | ||
Web app | Yes | Yes |
Mobile app | No | No |
API access | No | No |
Broker sync | No | No |
Integrations | SEC EDGAR source links and Third-party financial data | — |
| Audience & fit | ||
Experience level | Beginner, Intermediate, Advanced | Beginner, Intermediate, Advanced |
Best for | Retail Traders, Pro Retail +7 more | — |
Categories covered | 17 | 9 |
Regions | North America, Europe | North America, Europe, APAC |
| Data & capabilities | ||
Data quality | 3 signals: Latency: End of Day, Granularity: EOD +1 more | Latency: 15-min Delayed and End of Day and Granularity: EOD |
Data partners | 3 partners: SEC EDGAR, Third-party financial data +1 more | — |
Capabilities | Universe builder and Factors: Value, Quality, Growth, and Size | Stress tests: EquityCrash |
Security | Data residency: EU and Other and Encryption in transit | — |
| Try it | Visit The Ledger Terminal | Visit Trefis |
Standout features
The best features of The Ledger Terminal and Trefis.ShowHide
Standout features
What The Ledger Terminal does best
- Direct access to one-page stock tearsheets that combine business description, historical financials, valuation visuals, quality checks, SEC filing links, and relevant news.
- More than 10,000 US stocks, plus UK companies sourced from ESEF filings.
- Review SEC EDGAR-derived financial-statement history with source filing links, automated QA checks, annual and quarterly data, and trailing twelve months where available.
- Log-scale valuation charts to compare price against fair value views such as P/E, P/FCF, P/CF, and P/OE owner earnings.
- Support for applying a 9-point quality checklist covering profitability, growth, capital efficiency, shareholder returns, fair value, and balance-sheet health.
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 The Ledger Terminal and Trefis.ShowHide
All details
| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | Stocks | Stocks |
Experience | BeginnerIntermediateAdvanced | BeginnerIntermediateAdvanced |
Target audience | Retail TradersPro RetailLong-term InvestorsValue InvestorsQuality InvestorsGrowth InvestorsDividend InvestorsAnalysts+1 more | Not specified |
Regions | North AmericaEurope | North AmericaEuropeAPAC |
Coverage details | Countries: US and GBIdentifiers: Ticker | Identifiers: Ticker |
| Data | ||
Data freshness | End of Day | 15-min DelayedEnd of Day |
Data granularity | EOD | EOD |
Pricing sources | VendorModel | Not specified |
Data partners | SEC EDGARThird-party financial dataFinancial outlets and wire services | Not specified |
| Access & integrations | ||
Import methods | Manual | Not specified |
Integrations | SEC EDGAR source linksThird-party financial data | Not specified |
Export formats | Excel | Excel |
| Plans & trust | ||
Security & compliance | Data residency: EU and OtherEncryption in transit | Not specified |
Capability signals | Universe builderFactors: Value, Quality, Growth, and Size | Stress tests: EquityCrash |
Vendor & support | The Ledger TerminalCountry: PortugalSupport: 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 | Freeanonymous daily stock views: 1 · authenticated daily stock views: 6 · +2 more | Free“Free public pages” |
| Entry paid plan | Subscription“Pro (Annual)”annual renewal usd: 144 · financial history years: 15 · +1 more | — |
| Custom / enterprise | — | Contact sales“Business or Enterprise” |
| Free trial | 7 days | — |
Questions we keep getting
What's the difference between The Ledger Terminal and Trefis?
The Ledger Terminal leans toward stock ideas, screeners, and stock comparison, 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 The Ledger Terminal and Trefis cost?
Good news: both The Ledger Terminal and Trefis have free plans, so you can run them side by side and only pay if you hit a wall.
Should I choose The Ledger Terminal or Trefis?
It depends on what you're after. Pick The Ledger Terminal if screeners and watchlist 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.
Can I export data from The Ledger Terminal and Trefis?
Yes, both export to spreadsheets (Excel), which is handy if you like running your own numbers.
Which has a better stock screener: The Ledger Terminal or Trefis?
The Ledger Terminal 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.