1. Smartfin

Smartfin is the newest stock analysis app that you should know about. It offers a streamlined approach to financial analysis, leveraging over 30 years of data to deliver scored key metrics and easy-to-understand insights. Access major company events, real-time email alerts, and a user-friendly dashboard to track and evaluate your favorite companies. Perfect for beginners with guided insights and for experts seeking comprehensive data and quick evaluations.

Key Features of Smartfin

• Interactive Visualizations: Access 30+ years of financial statements and key metrics with both yearly and quarterly data.
• Dashboard Tool: Inspect favorite companies in a convenient table, view major events, and filter by filings, earnings, transcripts, and more.
• Insights for Humans: Easy-to-understand company insights categorized for simple filtering.
• Track Your Research: Tick predefined questions as you explore a company’s details.
• Scored Key Metrics: Value, profit, growth, and health metrics are scored for quick evaluation.
• Email Alerts: Receive real-time alerts for selected companies directly in your inbox.

Plans and Pricing

• Free ($0/month): 10 years of yearly and quarterly data, 1 watchlist (10 companies), and 5 company evaluations per month.
• Premium ($8.33/month): 30+ years of yearly and quarterly data, 10 watchlists (100 companies each), and unlimited company evaluations per month.

Pros

• Provides both yearly and quarterly data for 10 years (40 quarters) in the free plan.
• User-friendly interface with concise and straightforward information.
• Organizes all major company events into a single, sortable table.
• Quick insights with easily understandable ratings for 100+ key metrics.

Cons

• Lacks portfolio management tools.

Who It’s Best For

• Beginners: Simplified insights with clickable explanations for key metrics and scored performance.
• Experienced Investors: Provides a holistic view of a company in seconds.

2. StockUnlock

StockUnlock is an investor-focused platform designed to simplify financial analysis while prioritizing education and value investing principles. Inspired by Benjamin Graham’s approach, StockUnlock empowers users with advanced tools to manage portfolios, screen stocks, and analyze companies effectively.

Key Features of StockUnlock

• Portfolio Management: Track and analyze portfolios with 30+ customizable metrics and real-time updates.
• Stock Screener: Filter stocks using 30+ metrics to identify value opportunities.
• Watchlist Tool: Create multiple customizable watchlists for focused tracking.
• Integrated News Feed: Get curated updates on press releases, SEC filings, and market news.
• Free Form Tool: Visualize data by charting over 120 attributes, such as quarterly or annual trends, to uncover actionable patterns.
• DCF Calculator: Simplifies valuation by auto-filling historical averages, enabling users to assess fair stock prices with ease.

Plans and Pricing

• Free ($0/month): 5 years of data, 2 portfolios, 1 watchlist (10 tickers), limited tools.
• Essentials Plan ($7.50/month): 10 years of data, unlimited portfolios, enhanced insights, and 2 brokerage integrations.
• Unlimited Plan ($20/month): 35+ years of data, AI reports, unlimited tools, and all future updates.

Pros

• Customizable portfolio tracking with 30+ metrics.
• Simplified DCF modeling for quick valuations.
• Global data coverage across stocks and ETFs.
• Active community for ongoing learning.

Cons

• Screening options may not be as advanced as dedicated tools.
• Some advanced features require familiarity with financial analysis.

Who It’s Best For

• Beginners: Learn with integrated tutorials and an active support community.
• Experienced Investors: Analyze portfolios and stocks with professional-grade features.

3. FinChat

FinChat is an innovative AI-driven platform that redefines investment research by integrating institutional-grade data with advanced artificial intelligence tools. Designed for both casual and professional investors, it simplifies complex data analysis and enhances decision-making with intuitive insights.

Key Features of FinChat

• Verified Data Sources: Access institutional-quality data verified by human analysts, including S&P Market Intelligence metrics.
• Customizable Research Terminal: Tailor your workspace, track key metrics, and save your research automatically for seamless analysis.
• Comprehensive Financial Metrics: Analyze over 100,000 global companies with detailed revenue segments, price targets, and analyst estimates.
• Advanced Portfolio Tools: Utilize DCF modeling, portfolio dashboarding, and competitor comparisons to strengthen investment strategies.
• Ask FinChat: An AI interface that answers data-related questions, delivers real-time visualizations, and offers company comparisons.
• Dynamic Modeling and Charting: Adjust key metrics like revenue projections and market risk premiums to visualize performance across multiple companies.

Plans and Pricing

• Free ($0/month): Basic financial data, 5 years & 6 quarters of data, 10 AI prompts, 1 dashboard, and limited insights.
• Plus ($24/month): Expanded data, 10 years & 12 quarters of data, 100 AI prompts, 5 dashboards, and advanced analysis tools.
• Pro ($64/month): Full data access, 10+ years & 12+ quarters of data, 500 AI prompts, unlimited dashboards, and premium features.

Pros

• AI-driven insights simplify complex analysis.
• Extensive global coverage for diversified research.
• Intuitive interface for enhanced efficiency.

Cons

• Advanced features require a steep learning curve.
• Heavy system requirements may limit usability on older devices.

Who It’s Best For

• Beginners: Access simplified tools to ease into investment research.
• Professionals: Harness advanced features for in-depth analysis.

4. GuruFocus

GuruFocus is a premier investment platform catering to serious value investors. Rooted in the principles of legendary investors like Warren Buffett, it provides extensive financial data, analytical tools, and unique guru tracking features to help users refine their long-term investment strategies.

Key Features of GuruFocus

• Comprehensive Financial Data: Access decades of historical data for thousands of global companies, enabling deep fundamental analysis.
• Guru Portfolio Tracking: Gain insights into the real-time buying and selling activities of renowned investors.
• Advanced Stock Screener: Use hundreds of metrics to uncover undervalued opportunities.
• Valuation Models: Leverage DCF calculators, Peter Lynch charts, and the Benjamin Graham formula to estimate stock values.
• Insider Trading Data: Monitor insider activity to identify trends or potential red flags.
• Backtesting Tools: Test value investing strategies using historical data.

Plans and Pricing

• Premium ($499/year): Basic research tools, 30-year data, and exclusive screeners like Buffett-Munger.
• Premium Plus ($1348/year): Unlimited customizations, real-time insider trades, and enhanced backtesting.
• Professional ($2398/year): Full API access, advanced institutional insights, and professional-grade tools.

Pros

• Extensive historical and global data.
• Unique features like guru portfolio tracking.
• Proprietary valuation tools tailored for value investors.

Cons

• High subscription costs.
• Complexity requires a learning curve for beginners.

Who It’s Best For

• Value Investors: Tools and metrics like guru tracking make it ideal for finding undervalued stocks.
• Global Investors: Access to international data supports diversification opportunities.

5. ROIC.ai

ROIC.ai focuses on delivering clean, actionable data with an emphasis on Return on Invested Capital (ROIC). Designed to simplify financial analysis, it combines ease of use with robust insights for both beginners and experienced investors.

Key Features of ROIC.ai

• Extensive Data: Access 30+ years of financial statements, updated daily.
• Focus on ROIC: Highlights ROIC as a critical metric for identifying value-driven investments.
• One-Page Summaries: Consolidates financial data and trends into an easy-to-review format.
• Global Coverage: Tracks over 37,000 companies across international markets.
• Historical Trends: Features detailed charts for spotting long-term patterns.
• Earnings Call Transcripts: Offers years of transcripts for qualitative insights.

Plans and Pricing

• Free ($0/month): Annual financials, US-only coverage, and basic features.
• Individual ($21/month): Full financials, worldwide coverage, and Excel export.
• Professional ($33/month): Unlimited exports, personal-use API, and priority support.
• Enterprise ($499+/month): Commercial-use API and multi-user access.

Pros

• Comprehensive financial data with 30+ years of history.
• Emphasis on actionable ROIC metrics.
• User-friendly interface for beginners.

Cons

• Automated data collection may lead to occasional inaccuracies.
• Lacks qualitative insights like management reviews.

Who It’s Best For

• Value Investors: ROIC metrics and trends provide key insights for finding undervalued opportunities.
• Dividend Enthusiasts: Historical data simplifies dividend growth analysis.

6. Finbox

Finbox is a powerful stock market research and valuation platform, designed to deliver institutional-grade tools to individual investors. It bridges the gap between basic screeners and professional-level platforms by offering advanced modeling capabilities, a robust stock screener, and global data coverage.

Key Features of Finbox

• Comprehensive Data: Access a vast database of financial metrics for global markets and company insights.
• Stock Screener: Filter stocks using hundreds of customizable criteria.
• Valuation Models: Utilize pre-built DCF and Comparable Company Analysis tools.
• Excel & API Integration: Import real-time data and create custom models.
• Idea Generation: Discover stocks through themes, portfolios, and valuation metrics.
• Global Reach: Analyze companies across regions for diversification.

Plans and Pricing

• Free: Unlimited watchlists, access to financial models, and idea portfolios.
• $14/month: U.S. and Europe access, premium metrics, and data export.
• $30/month: Full global access, premium metrics, and unlimited data export.

Pros

• Automates data gathering for streamlined analysis.
• Customizable screeners to match investment strategies.
• Intuitive design suitable for both beginners and experienced investors.

Cons

• Advanced tools can overwhelm beginners.
• Premium features come at a higher cost.

Who It’s Best For

• Beginners: Simplified tools for easy stock valuation.
• Experienced Investors: Advanced features for in-depth research.

7. Koyfin

Koyfin is a financial analytics platform offering robust tools for global data analysis, charting, and market visualization. Designed for intermediate to advanced investors, Koyfin combines powerful features with an intuitive interface.

Key Features of Koyfin

• Comprehensive Data: Access global equities, ETFs, commodities, and 10+ years of historical trends.
• Customizable Dashboards: Create personalized layouts with watchlists, real-time data, and news.
• Advanced Charting: Use candlestick patterns, technical indicators, and overlays for detailed analysis.
• Screening Tools: Filter assets with 150+ metrics and create custom strategies.
• Real-Time Alerts: Stay updated with live market updates and price notifications.
• Comparative Analysis: Evaluate top-performing assets and sector performance.

Plans and Pricing

• Free ($0/month): Basic tools, 2 years of financials, and 2 watchlists.
• Plus ($39/month): 10 years of financials, screener, filings, and 10 custom formulas.
• Pro ($79/month): Includes model portfolios and unlimited formulas.
• Advisor Pro ($179/month): Advanced client tools, PDFs, and priority support.

Pros

• Global data coverage across asset classes.
• Highly customizable dashboards and charting tools.
• Comprehensive stock screening and comparison features.

Cons

• Steep learning curve for beginners.
• No dedicated mobile app with full functionality.

Who It’s Best For

• Intermediate to Advanced Investors: Ideal for in-depth data analysis and customizable dashboards.
• Global Market Analysts: Perfect for managing diverse international portfolios.

8. FinViz

FinViz (Financial Visualizations) is a comprehensive stock analysis platform known for its user-friendly design and powerful screening tools. It’s suitable for both novice investors and experienced traders.

Key Features of FinViz

• Stock Screener: Filter thousands of stocks using 60+ criteria, including market cap, P/E ratios, and technical patterns.
• Heat Maps: Visualize market performance by sectors, industries, or stocks with color-coded gains and losses.
• Real-Time Data (Elite): Access live quotes, real-time charts, and advanced visualizations.
• Portfolio Management: Track custom portfolios and monitor performance with integrated news updates.
• News Aggregation: Curated financial news from Bloomberg and other sources.
• Advanced Charting (Elite): Use intraday charts, candlestick patterns, and technical indicators.

Plans and Pricing

• Free ($0/month): Basic access with delayed quotes, 3 years of statements, and limited screener rows.
• Elite ($24.96/month): Real-time data, advanced charts, 8 years of statements, and Excel/API export.

Pros

• Comprehensive stock screener with 60+ filters.
• Visual heat maps simplify market analysis.
• Affordable compared to high-end alternatives.

Cons

• Free version has delayed data and limited features.
• Advanced features can be overwhelming for beginners.

Who It’s Best For

• Beginners: Basic tools for learning and market analysis.
• Experienced Traders: Elite plan offers advanced analytics and real-time insights.

9. Alpha Spread

Alpha Spread simplifies stock valuation with pre-made and customizable models. It’s an excellent choice for investors focusing on intrinsic value and undervalued opportunities.

Key Features of Alpha Spread

• Discounted Cash Flow (DCF) Models: Pre-made and customizable tools for intrinsic value calculation.
• Relative Valuation Models: Analyze key ratios like P/E and P/B to evaluate stock value.
• Sensitivity Analysis: Identify critical assumptions to refine investment strategies.
• Stock Screener: Filter undervalued stocks using DCF and relative valuation models.
• Peer Comparisons: Compare metrics such as margins and return on capital within industries.
• Educational Resources: Articles, webinars, and tutorials on valuation techniques.

Plans and Pricing

• Free ($0/month): 3 stock reports/week and limited valuation tools.
• Premium Plan ($12/month): 15 stock reports/week, enhanced tools, and alerts.
• Unlimited Plan ($20/month): Unlimited reports, full valuation tools, and backtesting.

Pros

• Pre-made and customizable DCF models.
• Comprehensive comparisons against industry peers.
• Strong educational resources for investors.

Cons

• Limited customization for relative value models.
• No qualitative research reports or moat analysis.

Who It’s Best For

• Beginners: Easy-to-use tools for identifying undervalued stocks.
• Experienced Investors: Detailed peer comparisons and customizable valuation models.

10. Seeking Alpha

Seeking Alpha is a trusted investment platform offering expert opinions, in-depth research, and actionable insights. It’s known for its Quant Ratings and extensive crowd-sourced research.

Key Features of Seeking Alpha

• Quant Ratings: Proprietary system evaluating stocks on value, growth, and momentum.
• Crowd-Sourced Research: Over 7,000 contributors produce 10,000+ monthly articles.
• Portfolio Integration: Sync your brokerage for real-time updates and alerts.
• Advanced Screeners: Filter stocks using ratings, dividends, valuation, and growth metrics.
• Earnings Call Access: Transcripts and recordings for deeper insights.
• Educational Resources: Access newsletters, podcasts, and tutorials for informed investing.

Plans and Pricing

• Free ($0/month): 1 Premium article, real-time prices, and alerts.
• Premium ($299/year): Unlimited articles, Quant Ratings, and Top Stocks screener.
• PRO ($2,400/year): Top analyst insights, exclusive coverage, and short ideas.

Pros

• Quant Ratings significantly outperform the market.
• Detailed portfolio tools with real-time alerts.
• High-quality research and insights from expert contributors.

Cons

• Advanced tools require paid subscriptions.
• Extensive features can overwhelm beginners.

Who It’s Best For

• Self-Directed Investors: Ideal for optimizing portfolios with ratings and analysis.
• Stock Recommendation Seekers: Perfect for actionable market insights and high-performing stock picks.