★ BEST INVESTING TOOLS COMPARISON ★
VOL. XCIV, NO. 247
Tool details checked August 4, 2026
Tool Comparison
TIKR vs Trefis
Start here
TIKR
Free • From $24.95/mo · Web
- You care about screeners, stock ideas, and portfolio, things Trefis doesn't offer
- You're a long-term investor who cares more about fundamentals than headlines
Pick Trefis instead if
Trefis
Free • Paid plans available · Web
- You care about custom dashboards, something TIKR doesn't offer
Skip both if: Neither one clicks with how you research; there are strong third options.
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Our take
The bottom line
TIKR and Trefis cover a lot of the same ground (5 shared categories, including data visualizations, stock comparison, and financials), so for the basics you won't go far wrong with either. TIKR simply does more: 18 categories to Trefis's 6, including screeners, stock ideas, and portfolio. Trefis counters by being completely free.
What readers say
TIKR
Vote once to reveal the community verdict.
Trefis
Vote once to reveal the community verdict.
Key differences at a glance
- Broader coverage
- TIKR18 vs 6 categories
- Free plan
- Both
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 | Free • From $24.95/mo | Free • Paid plans available |
Free tier | Yes | Yes |
Free trial | — | — |
Plan limits | 31 limits: Free: geographic coverage: US only, Free: financial history years: 5 +29 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 | 18 | 6 |
Regions | North America, Europe, APAC, LatAm, Middle East, Africa | North America, Europe, APAC |
| Data & capabilities | ||
Data quality | — | Latency: 15-min Delayed and End of Day and Granularity: EOD |
Data partners | 4 partners: S&P Global Market Intelligence, Morningstar +2 more | — |
Capabilities | Universe builder | — |
| Try it | Visit TIKR | Visit Trefis |
Where each one shines
What TIKR and Trefis each do best.ShowHide
Where each one shines
What TIKR and Trefis each do best.What TIKR does best
- Research coverage for common stocks through a terminal-style workspace focused on financial statements, ratios, valuation multiples, estimates, filings, transcripts, ownership, news, and watchlists.
- Screening for a global equity universe of more than 100,000 stocks across 92 countries and 136 exchanges using regions, industries, financial metrics, ratios, valuation, forecasts, growth, margins, and other criteria.
- Analysis of company fundamentals with income statement, balance sheet, cash flow, ratio views, chartable line items, peer comparison, and plan-based historical depth.
- Tools for building valuation work with trailing and forward multiples, historical multiple charts, competitor comparisons, guided valuation models, and advanced valuation model settings.
- Views for reviewing Wall Street estimates for revenue, EBITDA, EPS, and other metrics alongside historical actuals, with deeper forward estimate access on higher tiers.
What Trefis does best
- Work through public stock valuation pages that break a company into revenue drivers, margins, cash-profit assumptions, and estimated value per share.
- Change model assumptions to create what-if scenarios instead of only reading a static price target or article.
- Trefis Price estimates as an explainable valuation starting point, then inspect the forecasts and discount assumptions behind the output.
- Comparison tools for companies through peer-return tables, valuation ratios, growth metrics, and better-buy style research where public pages are available.
- Views for reviewing ticker pages for stock-move drivers, sector and market correlations, drawdowns, key events, and related AI analysis modules where supported.
Every detail we compared
Every tracked attribute for TIKR and Trefis, side by side.ShowHide
Every detail we compared
Every tracked attribute for TIKR and Trefis, side by side.| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | Stocks | Stocks |
Experience | BeginnerIntermediateAdvanced | BeginnerIntermediateAdvanced |
Target audience | Retail TradersPro RetailLong-term InvestorsValue InvestorsGrowth InvestorsDividend InvestorsAnalystsFinancial Advisors+1 more | Not specified |
Regions | North AmericaEuropeAPACLatAmMiddle EastAfrica | North AmericaEuropeAPAC |
Coverage details | Identifiers: Ticker | Identifiers: Ticker |
| Data | ||
Data freshness | Not specified | 15-min DelayedEnd of Day |
Data granularity | Not specified | EOD |
Data partners | S&P Global Market IntelligenceMorningstarReutersFinancial Modeling Prep | Not specified |
| Access & integrations | ||
Export formats | Excel | Excel |
| Plans & trust | ||
Capability signals | Universe builder | Not specified |
Vendor & support | TIKRSupport: 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.
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 | Freegeographic coverage: US only · financial history years: 5 · +3 more | Free |
| Entry paid plan | $24.95/mo“Plus”geographic coverage: Global · financial history years: 10 · +7 more | Subscription“Custom / Subscriber” |
| Tier 2 | $54.95/mo“Pro”geographic coverage: Global · financial history years: 10 · +7 more | — |
| Top plan | $119.95/mo“Ultimate”geographic coverage: Global · financial history years: 30 · +6 more | — |
Questions we keep getting
What's the difference between TIKR and Trefis?
TIKR leans toward screeners, stock ideas, and data visualizations, 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 TIKR and Trefis cost?
Good news: both TIKR and Trefis have free plans, so you can run them side by side and only pay if you hit a wall.
Should I choose TIKR or Trefis?
It depends on what you're after. Pick TIKR if screeners and stock ideas 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 TIKR and Trefis?
Yes, both export to spreadsheets (Excel), which is handy if you like running your own numbers.
Which has a better stock screener: TIKR or Trefis?
TIKR has a stock screener for surfacing ideas; Trefis doesn't, and focuses its energy elsewhere.
Can I track my portfolio with TIKR or Trefis?
TIKR handles portfolio tracking. Trefis is really a research tool; you'd track your portfolio 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.