VOL. XCIV, NO. 247

★ FINANCIAL TOOLS & SERVICES DIRECTORY ★

PRICE: 5 CENTS

Thursday, December 4, 2025

Tool Comparison

TradingView vs Trefis comparison

Compare pricing, supported platforms, categories, and standout capabilities to decide which tool fits your workflow.

Quick takeaways

TradingView adds Stock Ideas, Screeners, ETF Screeners, Options & Derivatives, Quant, Money Flow, Portfolio, Watchlist, Backtesting, Paper Trading, Advanced Order Types, Copy/Social Trading, News, Alerts, Calendar, Market Sentiment, Dividends, Splits, Yield Curves, Order Book / Level II, ETF Overview, ETF Performance, ETF Holdings, ETF Fundamentals, ETF Valuation, APIs & SDKs, Webhooks, Broker Connectors, Education, Videos, and Forums coverage that Trefis skips.

Trefis includes Stock Comparison, and Custom Dashboards categories that TradingView omits.

TradingView ships a mobile app. Trefis is web/desktop only.

In depth comparison

TradingView logo

TradingView

tradingview.com

Editor’s pick Hands-on review

Multi-asset charting, screening, alerts, automation, and portfolio tracking platform with a built-in social network for traders and investors. Covers global stocks, ETFs, futures, FX, crypto, bonds, and macro data across 100+ exchanges and millions of instruments, with optional real-time data subscriptions. Supports Pine Script for custom indicators and strategies, a full-featured strategy tester, options analytics, and flexible alerts including webhook integrations for external bots and automation. Not a broker itself, but connects to dozens of partner brokers and exchanges so users can trade directly from charts or the depth-of-market panel, alongside a dedicated paper trading account.

Platforms

WebMobileDesktop

Pricing

FreeSubscription

Quick highlights

  • Advanced multi-asset charting (“Supercharts”) with second-based intervals, custom timeframes, multiple layouts (up to 16 charts per tab on top tiers), and 100+ built-in indicators plus 100k+ community scripts.
  • Pine Script® language for creating custom indicators, strategies, screeners, and alerts, backed by an integrated strategy tester for historical performance and walk-forward style analysis.
  • Cross-asset screeners for stocks, ETFs, bonds, and crypto (including CEX/DEX pairs) with 400+ technical and fundamental filters, presets, multi-timeframe conditions, and Pine-powered custom columns.
  • Rich fundamentals: full financial statements (income, balance sheet, cash flow), ratios (P/E, debt-to-equity, etc.), fundamental graphs, ETF screeners, and ETF pages with AUM, flows, NAV returns, and risk stats.
  • Derivatives and microstructure tools: options chains with Greeks and multi-leg strategies, futures markets across asset classes, depth-of-market (Level II) where available, spreads, and yield-curve products.

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Trefis logo

Trefis

trefis.com

Interactive valuation platform where you can build, adjust, and share stock models. It supports a full Excel round-trip (download your scenarios into Excel; upload spreadsheets back into Trefis to auto-generate dashboards). Models can be exported to PDF, Excel, or image. Market data and consensus EPS come from QuoteMedia, with a disclosed 15–20 minute exchange delay. Both free and paid plans are available.

Platforms

Web

Pricing

FreeSubscription

Quick highlights

  • Interactive “what-if” stock models — adjust forecasts, watch the valuation update in real time, and save or compare multiple scenarios.
  • Excel round-trip workflow: export models to Excel, make changes locally, then upload again to auto-create interactive dashboards without IT support or templates.
  • Export reports, charts, and scenarios as PDF, Excel, or image files.
  • Valuations use a blend of sum-of-the-parts and discounted cash flow, with the platform publishing a proprietary “Trefis Price” per share.
  • Peer and ratio comparison tools make it easy to benchmark companies against competitors.

Community votes (overall)

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Where they differ

TradingView

Distinct strengths include:

  • Advanced multi-asset charting (“Supercharts”) with second-based intervals, custom timeframes, multiple layouts (up to 16 charts per tab on top tiers), and 100+ built-in indicators plus 100k+ community scripts.
  • Pine Script® language for creating custom indicators, strategies, screeners, and alerts, backed by an integrated strategy tester for historical performance and walk-forward style analysis.
  • Cross-asset screeners for stocks, ETFs, bonds, and crypto (including CEX/DEX pairs) with 400+ technical and fundamental filters, presets, multi-timeframe conditions, and Pine-powered custom columns.
  • Rich fundamentals: full financial statements (income, balance sheet, cash flow), ratios (P/E, debt-to-equity, etc.), fundamental graphs, ETF screeners, and ETF pages with AUM, flows, NAV returns, and risk stats.

Trefis

Distinct strengths include:

  • Interactive “what-if” stock models — adjust forecasts, watch the valuation update in real time, and save or compare multiple scenarios.
  • Excel round-trip workflow: export models to Excel, make changes locally, then upload again to auto-create interactive dashboards without IT support or templates.
  • Export reports, charts, and scenarios as PDF, Excel, or image files.
  • Valuations use a blend of sum-of-the-parts and discounted cash flow, with the platform publishing a proprietary “Trefis Price” per share.

Feature-by-feature breakdown

AttributeTradingViewTrefis
Categories

Which research workflows each platform targets

Shared: Data Visualizations, Financials, Valuation Models, Blogs

Unique: Stock Ideas, Screeners, ETF Screeners, Options & Derivatives, Quant, Money Flow, Portfolio, Watchlist, Backtesting, Paper Trading, Advanced Order Types, Copy/Social Trading, News, Alerts, Calendar, Market Sentiment, Dividends, Splits, Yield Curves, Order Book / Level II, ETF Overview, ETF Performance, ETF Holdings, ETF Fundamentals, ETF Valuation, APIs & SDKs, Webhooks, Broker Connectors, Education, Videos, Forums

Shared: Data Visualizations, Financials, Valuation Models, Blogs

Unique: Stock Comparison, Custom Dashboards

Asset types

Supported asset classes and universes

Stocks, ETFs, Bonds, Commodities, Currencies, Cryptos, Mutual Funds, Options, Futures, Funds

Stocks

Experience levels

Who each product is built for

Beginner, Intermediate, Advanced

Beginner, Intermediate, Advanced

Platforms

Where you can access the product

Web, Mobile, Desktop

Web

Pricing

High-level pricing models

Free, Subscription

Free, Subscription

Key features

Core capabilities called out by each vendor

Unique

  • Advanced multi-asset charting (“Supercharts”) with second-based intervals, custom timeframes, multiple layouts (up to 16 charts per tab on top tiers), and 100+ built-in indicators plus 100k+ community scripts.
  • Pine Script® language for creating custom indicators, strategies, screeners, and alerts, backed by an integrated strategy tester for historical performance and walk-forward style analysis.
  • Cross-asset screeners for stocks, ETFs, bonds, and crypto (including CEX/DEX pairs) with 400+ technical and fundamental filters, presets, multi-timeframe conditions, and Pine-powered custom columns.
  • Rich fundamentals: full financial statements (income, balance sheet, cash flow), ratios (P/E, debt-to-equity, etc.), fundamental graphs, ETF screeners, and ETF pages with AUM, flows, NAV returns, and risk stats.
  • Derivatives and microstructure tools: options chains with Greeks and multi-leg strategies, futures markets across asset classes, depth-of-market (Level II) where available, spreads, and yield-curve products.
  • Portfolio module to track holdings, cash flows, dividends, and performance versus a benchmark, with CSV-based transaction import/export and broker history import workflows.

Unique

  • Interactive “what-if” stock models — adjust forecasts, watch the valuation update in real time, and save or compare multiple scenarios.
  • Excel round-trip workflow: export models to Excel, make changes locally, then upload again to auto-create interactive dashboards without IT support or templates.
  • Export reports, charts, and scenarios as PDF, Excel, or image files.
  • Valuations use a blend of sum-of-the-parts and discounted cash flow, with the platform publishing a proprietary “Trefis Price” per share.
  • Peer and ratio comparison tools make it easy to benchmark companies against competitors.
  • Embeddable charts and forecast widgets available for both free and paid users.
Tested

Verified by hands-on testing inside Find My Moat

Yes

Not yet

Editor pick

Featured inside curated shortlists

Highlighted

Standard listing

Frequently Asked Questions

Which workflows do TradingView and Trefis both support?

Both platforms cover Data Visualizations, Financials, Valuation Models, and Blogs workflows, so you can research those use cases in either tool before digging into the feature differences below.

Do TradingView and Trefis require subscriptions?

Both TradingView and Trefis keep freemium access with optional paid upgrades, so you can trial each platform before committing.

Which tool has mobile access?

TradingView ships a dedicated mobile experience, while Trefis focuses on web or desktop access.

What unique strengths set the two platforms apart?

TradingView differentiates itself with Advanced multi-asset charting (“Supercharts”) with second-based intervals, custom timeframes, multiple layouts (up to 16 charts per tab on top tiers), and 100+ built-in indicators plus 100k+ community scripts., Pine Script® language for creating custom indicators, strategies, screeners, and alerts, backed by an integrated strategy tester for historical performance and walk-forward style analysis., and Cross-asset screeners for stocks, ETFs, bonds, and crypto (including CEX/DEX pairs) with 400+ technical and fundamental filters, presets, multi-timeframe conditions, and Pine-powered custom columns., whereas Trefis stands out for Interactive “what-if” stock models — adjust forecasts, watch the valuation update in real time, and save or compare multiple scenarios., Excel round-trip workflow: export models to Excel, make changes locally, then upload again to auto-create interactive dashboards without IT support or templates., and Export reports, charts, and scenarios as PDF, Excel, or image files..

Keep exploring

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.