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Jera-Value/awesome-investing-tools-and-software-directory

A curated directory of 361 investing tools, datasets, brokers, APIs, calculators, and communities. (소개는 저장소 자체 문서에서 왔습니다.)

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프로젝트 문서

📈 362 Awesome Investing Tools & Software for Investors

A practical, editorially curated directory of investing research tools, datasets, brokers, APIs, calculators, and communities.

Search, filter, and compare all 361 researched tools on Find My Moat →

Last refreshed August 15, 2026 from the Find My Moat research catalog.

How this list works

  • Tool names link directly to each official website.
  • Research profile links open Find My Moat's notes on features, pricing, access, and alternatives.
  • Every tool appears once in the closest primary section, even when it supports several workflows.
  • Inclusion and alphabetical order are not affected by payment or commercial relationships. Some Find My Moat profiles contain clearly disclosed affiliate links; the tool-name links in this README do not.
  • Acquired or discontinued products are labeled in their descriptions and retained only when the history helps investors find current alternatives.
  • Missing something? Read the contribution guide.

Contents

Section Tools
🧾 Filings and Transcripts 6
👥 Ownership and Corporate Activity 28
🧺 ETFs and Funds 8
🔗 Crypto and On-chain 2
⚙️ Options and Derivatives 7
🛡️ Compliance and Tax 7
💹 Trading and Brokerage 45
🧪 Portfolio, Risk and Backtesting 41
🔎 Screening and Discovery 95
🤖 Automation, Data and Integrations 37
🎓 Education and Community 8
🧮 Calculators 2
📡 Market Data, News and Alerts 36
📊 Research and Valuation 40

🧾 Filings and Transcripts

  • Berkshire Hathaway Archive (Memorex) — Berkshire Hathaway Archive by Memorex is a free searchable document archive for Warren Buffett shareholder letters and Berkshire Hathaway annual meeting transcripts. It is strongest for value investors, students, and… (research profile)
  • Diffchecker — Diffchecker is a document-comparison tool for text, Word files, PDFs, Excel files, images, folders, APIs, and desktop workflows. Use it in investing work when you need fast redlines for filings, research drafts, models,… (research profile)
  • FinancialReports.eu — Financial Filings is a public-company filings database, filings API, and hosted MCP server for analysts, AI-agent builders, and data teams that need fast document ingestion, Markdown extraction, watchlist alerts,… (research profile)
  • Fintool — Fintool was an AI financial research platform for asking cited questions across SEC filings, earnings transcripts, financial data, screeners, watchlists, and research workflows. It is an acquired legacy product rather… (research profile)
  • In Practise — In Practise is a qualitative investment research library built around executive interviews, transcripts, surveys, and company learning journeys for long-term fundamental investors. It is useful when you want… (research profile)
  • Tegus — Tegus is now part of AlphaSense, combining expert-call transcripts, custom expert interviews, financial models, company filings, benchmarking dashboards, Excel workflows, and AI synthesis for professional investment… (research profile)

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👥 Ownership and Corporate Activity

  • AUM 13F — AUM 13F is a due-diligence web app for researching asset managers, institutional holdings, private funds, real estate managers, and limited-partner relationships from public filing sources. It is strongest for analysts… (research profile)
  • Capitol Trades — Capitol Trades is a free public web app from 2iQ Research for tracking U.S. politician trading disclosures under the STOCK Act. It is strongest for investors, journalists, and researchers who want to filter… (research profile)
  • CEO Watcher — CEO Watcher is a U.S. insider-trading discovery and alert tool for investors who want Form 4 activity ranked by insiders’ historical forward returns. It is strongest for finding high-signal insider buys and sells,… (research profile)
  • Chittorgarh.com — Chittorgarh.com is a long-running Indian primary-market portal for retail investors following IPOs, FPOs, NCDs, bonds, broker reviews, subscription data, and grey-market premium snapshots. It is strongest for quick… (research profile)
  • Dilution Tracker — Dilution Tracker is a small-cap research tool for monitoring share-supply risk from shelves, ATMs, warrants, convertibles, S-1 offerings, reverse splits, and related filings. It is useful when dilution risk can make or… (research profile)
  • Fintel — Fintel is a market-signal research platform for investors who want short interest, off-exchange volume, institutional ownership, insider trades, ETF exposure, options sentiment, filings, screeners, dashboards, alerts,… (research profile)
  • HedgeFollow — HedgeFollow is a web research platform for tracking hedge funds, institutional holders, insider trades, ETF activity, ownership flows, stock pages, fund pages, and portfolio-builder workflows from SEC filings. It is… (research profile)
  • HighShortInterest.com — HighShortInterest.com is a simple free list of U.S. stocks with short interest above 20%, organized by exchange for users who want a fast starting point for heavily shorted names. It is strongest as a no-login,… (research profile)
  • IBorrowDesk — IBorrowDesk is a stock-borrow availability and borrow-fee tracker built around Interactive Brokers reported securities-lending data. It is useful for short sellers, event-driven traders, and researchers who want to… (research profile)
  • Insider Monitor — Insider Monitor is a free U.S. insider-trading reference site for tracking SEC Forms 3, 4, and 5 across insider purchases, sales, officer cluster buys, and top insider-buying lists. It is useful as a quick, no-login way… (research profile)
  • InsiderScore (VerityData | InsiderScore) — InsiderScore, now part of VerityData, is an institutional research and data product for insider transactions, buybacks, management changes, institutional holdings, Form 144, 10b5-1 disclosures, and related event feeds.… (research profile)
  • InvestorGain — InvestorGain is a free India primary-markets portal for IPO GMP, live IPO subscription status, allotment links, anchor investor data, IPO performance history, rights issues, NCDs, sovereign gold bonds, and broker… (research profile)
  • IPO Watch (ipowatch.in) — IPO Watch is a free India IPO news and tracking site for mainboard IPOs, SME IPOs, IPO GMP, subscription updates, allotment guidance, listing outcomes, and related corporate-action news. It is a useful retail-friendly… (research profile)
  • IPOScoop — IPOScoop is a U.S. IPO calendar, pricing, ratings, and IPO news site for investors who follow new issues from filing through pricing, first-day trading, quiet-period expiration, and lock-up expiration. Free pages cover… (research profile)
  • IPOWala.in — India-focused IPO information portal (NSE/BSE context) with a live IPO Grey Market Premium (GMP) page and other IPO tracking pages (subscription status, allotment links, listing-performance tables, and buyback lists).… (research profile)
  • ListingTrack — ListingTrack is an event-driven market-intelligence platform for tracking IPOs, SPACs, de-SPACs, public M&A, pre-IPO pipelines, listing events, and related themes. It is useful for investors who want structured… (research profile)
  • OpenInsider — OpenInsider is a free, utilitarian SEC Form 4 insider-trading screener for investors who want to monitor insider buying, insider selling, cluster buys, and transaction reports without paying for a data terminal. It is… (research profile)
  • ORTEX — ORTEX is a market-data and analytics platform best known for short interest, securities lending, options flow, and trading-signal context. It fits active investors, analysts, and data teams that need more than a basic… (research profile)
  • PwC - IPO Watch EMEA (all editions) — PwC IPO Watch EMEA is a free quarterly publication that summarizes IPO volume, proceeds, sectors, countries, exchanges, top deals, and market commentary across EMEA principal stock markets. It is useful for regional IPO… (research profile)
  • RetailRoadshow — RetailRoadshow is a NetRoadshow-operated portal for viewing SEC-compliant electronic roadshow videos and prospectus materials for registered public offerings, primarily IPOs. It is useful for hearing issuer management… (research profile)
  • SecForm4.Com — SecForm4.com is a U.S. insider trading and ownership monitoring site for Form 4, Forms 3 and 5, 13D/13G, and 13F filings from EDGAR. It fits users searching for SecForm4, insider trading trackers, Form 4 activity, and… (research profile)
  • Short Interest - FMM — Short Interest - FMM is Find My Moat’s free high-short-interest stock tracker for users who want a quick searchable list of U.S. stocks with short interest above 20%. It is strongest for first-pass short-interest and… (research profile)
  • Stockcircle — Stockcircle is a web app for following disclosed investor portfolios, guru transactions, insider trades, U.S. Congress trades, ETF holdings, valuation pages, screeners, alerts, and Pro-only AI earnings-call summaries.… (research profile)
  • The Zen of Investing — The Zen of Investing is a free, niche special-situations site focused on upcoming and recent spinoffs. It is useful for event-driven investors who want curated links to press releases, investor decks, prospectuses,… (research profile)
  • Tracefour — Tracefour is a free insider-trade heatmap for investors who want to scan U.S. insider filings, selected European director-dealing disclosures, and U.S. Congress trades in one browser view. It is useful when… (research profile)
  • Tracking Alpha — Pre-launch tool for discovering and following US cash merger-arbitrage deals, with sourced updates, deadlines and scenario calculations. Waitlist open.
  • Wall St. Rank — Wall St. Rank is a fund- and analyst-consensus research product for 13F manager portfolios, fund trends, analyst ratings, price targets, news sentiment, indexes, and API-accessible data. It is useful for U.S.-listed… (research profile)
  • WhaleWisdom — WhaleWisdom is a 13F, institutional ownership, insider, and hedge-fund holdings platform for investors who track filer activity, fund portfolios, watchlists, backtests, exports, and API workflows. It is useful for… (research profile)

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🧺 ETFs and Funds

  • ETF Action — ETF Action is an ETF analytics platform for advisors, asset managers, and ETF-focused investors who need classification, look-through holdings, overlap, flows, model portfolios, 13F screening, exports, and enterprise… (research profile)
  • ETF Central — ETF Central is a free ETF research and education site for screening, comparing, watching, and learning about U.S.-listed ETFs. It supports approachable ETF discovery, segment flows, portfolio building, news, and ETF… (research profile)
  • ETF Insider — ETF Insider is a web-based ETF, mutual fund, and stock portfolio visualization tool for investors who want to see holdings overlap, concentration, correlations, factor exposure, and efficient-frontier style portfolio… (research profile)
  • ETF Research Center — ETF Research Center is an ETF analytics site powered by AltaVista Research, focused on constituent fundamentals, valuations, overlap, stock locator workflows, portfolio building, and ETF reports. It is useful when ETF… (research profile)
  • ETF.com — ETF.com is an ETF media and research site with a U.S. ETF screener, comparison tools, fund flows, holdings search, watchlists, Portfolio Builder, launches, closures, and ETF education. It is useful when you want ETF… (research profile)
  • ETFdb ETF Screener — ETFdb ETF Screener is a VettaFi ETF database and screener for U.S.-listed ETFs and ETPs, with filters for returns, flows, expenses, ESG, dividends, risk, holdings, taxes, technicals, and ratings. It is useful when ETF… (research profile)
  • justETF — justETF is a Europe-first ETF research, comparison, and portfolio-planning platform for investors building UCITS ETF and ETC portfolios. It combines ETF screening, fund profiles, stock-to-ETF exposure lookup,… (research profile)
  • Trackinsight — Trackinsight is a global ETF research and data platform for screening, comparing, monitoring, and analyzing ETFs and ETF portfolios. It is strongest when the job is ETF due diligence, ESG/factor context, portfolio… (research profile)

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🔗 Crypto and On-chain

  • Dune — Dune is a crypto and onchain analytics platform for SQL dashboards, decoded blockchain data, APIs, alerts, uploads, teams, and AI-agent workflows. It is useful when you want to build or automate custom onchain analysis… (research profile)
  • Glassnode — Glassnode is a digital-asset analytics platform for investors, analysts, quants, and institutions that need on-chain metrics, crypto market data, derivatives data, ETF data, alerts, research, workbench charts, exports,… (research profile)

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⚙ Options and Derivatives

  • FlowAlgo — FlowAlgo is an options-flow and dark-pool monitoring platform for traders who want a focused tape of unusual options activity, sweeps, block trades, equity blocks, dark-pool prints, alerts, and historical flow. It is… (research profile)
  • GammaWins Calculator — GammaWins Calculator is a free web options payoff and Greeks calculator for traders who want to model single-leg and multi-leg option strategies, visualize profit and loss, inspect Greeks, test volatility assumptions,… (research profile)
  • Option Alpha — Option Alpha helps retail options traders find ideas, backtest rule-based strategies, paper trade, and automate supported stock and risk-defined options workflows through connected brokers. It is software rather than a… (research profile)
  • Options Profit Calculator — Options Profit Calculator is a free web toolkit for modeling option payoff diagrams, profit/loss tables, multi-leg strategies, probability estimates, and what-if scenarios before placing trades elsewhere. Premium beta… (research profile)
  • OptionStrat — OptionStrat is an options strategy builder, profit calculator, optimizer, and unusual-flow scanner for traders who want to model payoff diagrams, Greeks, event dates, saved strategies, alerts, and flow in one web and… (research profile)
  • SpotGamma — SpotGamma is an options-market microstructure platform for dealer gamma, vanna, delta, key levels, options-flow impact, volatility dashboards, heatmaps, scans, alerts, and trading-platform integrations. It is built for… (research profile)
  • Unusual Whales — Unusual Whales is an options-flow and market-activity platform for traders who want real-time U.S. options trades, dark pool/off-exchange activity, alerts, screeners, news, congressional trading data, and developer API… (research profile)

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🛡 Compliance and Tax

  • EDINET — EDINET is Japan's official electronic corporate-disclosure system. It supports issuer, security, fund, stock-code, document-type, keyword, and date searches, with source filings, XBRL resources, taxonomy files, and an… (research profile)
  • Find and update company information (Companies House) — Companies House Find and update company information is the official free UK company register for searching companies, filings, officers, ownership-control records, and document images. It supports UK due diligence,… (research profile)
  • Ideagen Audit Analytics — Ideagen Audit Analytics is a specialist audit, accounting, regulatory, and disclosure-risk data platform for investors, academics, and enterprise research teams. It is useful when standard fundamentals are not enough… (research profile)
  • PCAOB AuditorSearch — PCAOB AuditorSearch is the official free lookup for the audit firms and engagement partners behind U.S. public-company audit reports. It is useful when governance, audit-quality, restatement, or auditor-change work… (research profile)
  • SEC EDGAR - Company Filings (Full‑Text Search & Search Filings) — SEC EDGAR Search is the official free source for U.S. public company, fund, insider, ownership, prospectus, and XBRL filing research. It is strongest as the source of truth for SEC filings, full-text search, latest… (research profile)
  • SEDAR+ (CSA Public Filings - Canada) — SEDAR+ is the official Canadian Securities Administrators public-filings system for Canadian issuer and investment-fund disclosure. It is useful when investors need primary-source Canadian filings, prospectuses,… (research profile)
  • This Is Not SEDAR — This Is Not SEDAR is an independent research interface for Canadian filings, financial results, company news, prospectuses, and SEDI insider activity. It can speed up discovery and company research, but official SEDAR+… (research profile)

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💹 Trading and Brokerage

  • AJ Bell — AJ Bell is a broad UK investment platform covering taxable, ISA, LISA, junior, company, trust, and pension accounts. It combines percentage account charges with capped listed-asset custody, £5 share dealing, £1.50 fund… (research profile)
  • BMO InvestorLine — BMO InvestorLine combines web and mobile self-directed trading with research, broad Canadian account support and linked BMO funding. Standard stock and ETF trades cost $9.95, active traders can qualify for $3.95, and… (research profile)
  • BUX — BUX is an app-first European stock and ETF broker available in eight countries. It supports whole and fractional investing plus commission-free monthly Investment Plan purchases. Its three tiers trade off monthly and… (research profile)
  • Cash App — Cash App Investing is a U.S.-only beginner brokerage inside Cash App for users who want simple stock, ETF, and Bitcoin access, fractional shares, recurring buys, Round Ups, tax forms, and low-friction investing from a… (research profile)
  • CEO.CA — CEO.CA is a Canadian small-cap investor community and market-data platform for traders and investors following TSX, TSXV, and CSE issuers. It is strongest for ticker chat rooms, watchlists, real-time news, SEDI insider… (research profile)
  • Charles Schwab — Charles Schwab is a major U.S. brokerage with commission-free online stock and ETF trading, broad account types, research tools, screeners, tax workflows, and the thinkorswim platform suite for active traders. It is… (research profile)
  • CIBC Investor's Edge — CIBC Investor's Edge combines a Canadian bank brokerage with web and mobile trading, research, registered accounts and linked-bank funding. Standard stock and ETF trades cost $6.95, active traders can qualify for $4.95,… (research profile)
  • CommSec — CommSec is Commonwealth Bank's Australian self-directed brokerage, with CHESS-sponsored domestic shares and a separate custodied international account. Domestic pricing depends on settlement method, while international… (research profile)
  • DEGIRO — DEGIRO is an execution-only European online broker for self-directed investors who want low-cost access to stocks, ETFs, bonds, funds, options, futures, and other listed products across many markets. It is strongest for… (research profile)
  • E*TRADE from Morgan Stanley — ETRADE from Morgan Stanley is a broad U.S. brokerage for taxable, retirement, custodial, trust, estate, and business accounts. It combines $0 online U.S.-listed stock and ETF commissions with Power ETRADE, options,… (research profile)
  • eToro — eToro is a multi-asset broker and social trading platform for stocks, ETFs, options, crypto, commodities, and currencies where available. It is useful when CopyTrader, Smart Portfolios, fractional investing, and a large… (research profile)
  • Fidelity (Fidelity Brokerage Services LLC) — Fidelity is a large U.S. brokerage for investors who want execution, account infrastructure, research, mobile apps, active-trader tools, options, bonds, mutual funds, fractional shares, and crypto inside one financial… (research profile)
  • Firstrade — Firstrade offers U.S. and supported international investors online stocks, ETFs, mutual funds, options, and fixed income through a web and mobile brokerage. Its stated online commissions for stocks, ETFs, mutual funds,… (research profile)
  • Freetrade — Freetrade is an app-first UK broker offering commission-free dealing across a GIA, Stocks and Shares ISA, Junior Stocks and Shares ISA, and SIPP. Basic is free; Standard and Plus trade a monthly subscription for lower… (research profile)
  • Groww — Groww is an India-resident self-directed broker for NSE/BSE shares and ETFs, mutual funds, IPOs, equity derivatives and MCX commodity contracts. Accounts have no opening or maintenance fee, while equity orders,… (research profile)
  • Groww - IPOs (Apply & Calendar) — Groww IPO is the IPO calendar and application workflow inside Groww for Indian retail investors who want to browse upcoming, open, and closed Indian IPOs, apply through UPI mandate, track allotment and listing status,… (research profile)
  • Hargreaves Lansdown — Hargreaves Lansdown is a broad UK investment platform for investors who want funds, listed securities, research, service, and a deep range of tax wrappers in one place. It is strongest for account breadth and… (research profile)
  • Interactive Brokers (IBKR) — Interactive Brokers (IBKR) is a global multi-asset brokerage platform for active investors, professionals, quants, and institutions who need broad market access, advanced order types, SmartRouting, APIs, paper trading,… (research profile)
  • interactive investor — interactive investor is a flat-fee UK platform for self-directed Trading Accounts, ISAs, SIPPs, Junior ISAs, and family portfolios. Its Core, Plus, and Premium subscriptions suit investors who value predictable platform… (research profile)
  • Lightyear — Lightyear is a low-cost UK and European investing app for stocks, ETFs, funds, bonds, crypto, ready-made plans, multi-currency cash, and light AI-assisted investing workflows. It is useful when brokerage execution and… (research profile)
  • Markets.com — Markets.com is a global CFD broker for traders who want web, mobile, desktop, MetaTrader, TradingView, and social/copy-trading access across forex, shares, commodities, indices, ETFs, bonds, and crypto CFDs where… (research profile)
  • Merrill Edge — Merrill Edge is a U.S. self-directed brokerage closely integrated with Bank of America. It offers $0 online stock and ETF commissions, options, funds, bonds, retirement accounts, research, and MarketPro tools, with fast… (research profile)
  • Monex Securities — Monex Securities serves Japan residents with Japanese and U.S. stocks, ETFs, funds, bonds and derivatives. Domestic per-order commissions run from ¥55 to ¥1,070, U.S. stock and ETF trades cost 0.495% up to $22, and… (research profile)
  • MyInvestor — MyInvestor combines Spanish banking with a self-directed stock and ETF broker. Standard stock and ETF trades cost 0.12% with €3 and €1 minimums respectively, while custody and inactivity are free. It handles Spanish tax… (research profile)
  • N26 — N26 Invest brings stocks, ETFs, crypto, ready-made funds, and recurring plans into the N26 mobile banking app where those products are available. It is built for convenient bank-native investing in eligible European… (research profile)
  • National Bank Direct Brokerage — National Bank Direct Brokerage offers Canadian residents $0 online commissions on Canadian and U.S. stocks and ETFs, plus options, mutual funds and fixed income. Its CAD/USD accounts span non-registered and major… (research profile)
  • Nubank Investments — Nubank Investments brings Nu Investimentos brokerage into the Nubank app for eligible Brazil residents. Digital stock, BDR and other listed-security brokerage and Nu custody are R$0, with B3 and product charges… (research profile)
  • Pearler — Pearler is an Australian long-term investing platform with CHESS-sponsored ASX holdings, custodied U.S. shares and automation. Direct buys and sells cost A$6.50, U.S. fractions are supported, and optional enrolled USD… (research profile)
  • Public.com — Public combines self-directed stocks, ETFs, bonds, and options with recurring Investment Plans and optional Premium access. Regular-hours U.S.-listed equity trades carry $0 commission, while extended-hours, OTC, plan,… (research profile)
  • Qtrade Direct Investing — Qtrade Direct Investing is a Canadian self-directed broker for stocks, ETFs, options, mutual funds and fixed income. Current online equity, ETF and mutual-fund commissions are $0, with paid options contracts and… (research profile)
  • Rakuten Securities — Rakuten Securities serves Japan residents with Japanese and overseas stocks, ETFs, funds, bonds and derivatives. Its Zero Course can remove domestic-stock commissions under SOR/R-Cross conditions, while U.S. securities… (research profile)
  • RBC Direct Investing — RBC Direct Investing combines a Canadian bank brokerage with web and mobile trading, research, registered accounts and fast RBC funding. Full-Suite stock and ETF trades cost $9.95, active traders can qualify for $6.95,… (research profile)
  • Revolut (Invest) — Revolut Invest is the investing surface inside Revolut’s broader money app, built for eligible users who want simple mobile access to stocks, ETFs/ETPs, bonds, crypto, commodities, alerts, news, and basic portfolio… (research profile)
  • Robinhood — Robinhood is an app-first U.S. brokerage for self-directed trading in stocks, ETFs, options, futures, and crypto, with an optional Robinhood Gold subscription for added research, cash, margin, derivatives, IRA,… (research profile)
  • SBI Securities — SBI Securities is a broad Japan-resident brokerage for Japanese and overseas securities, funds, bonds and derivatives. Zero Revolution can make domestic cash, margin and S-share brokerage ¥0 under electronic-delivery… (research profile)
  • Scalable Capital — Scalable Capital is a European broker and wealth platform for stocks, ETFs, funds, bonds, crypto ETPs, derivatives, savings plans, and automated ETF portfolios. It is strongest for eligible EU investors who want… (research profile)
  • Selfwealth — Selfwealth offers CHESS-sponsored ASX trading plus custodied U.S. and Hong Kong access for Australian tax residents. It uses flat transaction fees, supports several entity accounts, pays no interest on cash, and does… (research profile)
  • SMARTBROKER+ — SMARTBROKER+ combines a German self-directed securities account with broad exchange access and low-cost gettex execution. Custody is free, eligible gettex orders from €500 can cost €0, and eligible savings-plan… (research profile)
  • SoFi Invest — SoFi Self-Directed Invest combines a beginner-friendly brokerage with stocks, ETFs, options, mutual funds, selected alternative funds, and more than 4,000 fractional securities. Standard online commissions are $0,… (research profile)
  • Stake — Stake gives eligible Australian residents direct CHESS-sponsored ASX trading and a separate DriveWealth U.S. account. Brokerage is A$3 or US$3 up to 30,000, U.S. fractions start at US$10, and ordinary cash earns no… (research profile)
  • TD Direct Investing — TD Direct Investing is a Canadian self-directed brokerage for stocks, ETFs, options, mutual funds and fixed income. Standard whole-share stock trades cost $9.99, eligible partial shares cost $1.99, and selected ETFs… (research profile)
  • Trading 212 — Trading 212 is an app-first multi-entity broker for direct stock and ETF investing, fractional orders, recurring Pies, and—in the UK—Stocks and Shares ISA and SIPP wrappers. It also offers a separate CFD product.… (research profile)
  • Vanguard Brokerage — Vanguard Brokerage is built for U.S. long-term and retirement investors who want Vanguard funds alongside stocks, ETFs, options, bonds, and third-party funds. Online stock and ETF commissions are $0, and Vanguard ETF… (research profile)
  • Wealthsimple — Wealthsimple Trade is a Canadian self-directed brokerage with $0 online commissions for Canadian and U.S. listed stocks and ETFs, $1 fractional orders, registered and non-registered accounts, and optional USD accounts.… (research profile)
  • Webull — Webull is a U.S. app-first brokerage with mobile, desktop, and browser trading, strong charts and screeners, options tools, and selected fractional U.S. stocks and ETFs. Standard online U.S.-listed stock and ETF… (research profile)

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🧪 Portfolio, Risk and Backtesting

  • Addepar — Addepar is an enterprise wealth and investment management platform for RIAs, family offices, private banks, asset managers, and institutions that need multi-asset portfolio accounting, reporting, trading, client… (research profile)
  • Bridgewater Associates — Bridgewater Associates is a global macro investment manager whose public website is mainly useful as a free research and insights source, not as a self-serve investing product. It is strongest for readers studying… (research profile)
  • Delta by eToro — Delta by eToro is a multi-asset portfolio tracker for stocks, ETFs, funds, crypto, NFTs, forex, commodities, indices, brokers, exchanges, and wallets. It is useful when you want one read-only portfolio view across… (research profile)
  • Digrin — Digrin is a freemium web-based dividend portfolio tracker for dividend growth investors who want income calendars, portfolio statistics, tax estimates, DRIP handling, stock financials, and broker or CSV imports. It is… (research profile)
  • Dividend Watch — Dividend Watch is a web-based dividend and portfolio tracker for long-term income investors who want dividend forecasts, calendars, DRIP tracking, safety scores, stock and ETF research, and broker sync in one place. It… (research profile)
  • Dividend Wealth — Dividend Wealth is a web-based dividend portfolio tracker and research platform for investors who want income forecasts, dividend scorecards, a screener, calendar tools, and optional Plaid brokerage linking. It is… (research profile)
  • DivTracker — DivTracker is a dividend portfolio tracker for web and iOS users who want income views, upcoming payouts, ex-dividend dates, alerts, CSV export, and optional U.S. brokerage linking. It supports dividend cash-flow… (research profile)
  • Envestnet Wealth Management Platform — Envestnet Wealth Management Platform is an enterprise wealthtech ecosystem for RIAs, broker-dealers, banks, asset managers, and fintechs. It is useful when a firm needs advisor workflows across planning, proposals,… (research profile)
  • Firefly III — Firefly III is a free, open-source, self-hosted personal finance manager for people who want control over their own budgeting, accounts, transactions, categories, tags, reports, imports, API access, and automation. It… (research profile)
  • FT Markets (Markets data - Financial Times) — FT Markets is the Financial Times market-data portal for global equities, funds, ETFs, bonds, commodities, currencies, watchlists, portfolios, alerts, charts, and screeners. It is useful for readers who want credible… (research profile)
  • FX Replay — FX Replay is a browser-based manual backtesting and bar-replay platform for traders practicing forex, futures, crypto, commodities, and related multi-asset setups. It is strongest for discretionary strategy practice:… (research profile)
  • getquin — getquin is a consumer portfolio and net-worth tracker for investors who want broker and bank connections, multi-asset portfolio tracking, dividend views, AI portfolio analysis, retirement planning, budgeting,… (research profile)
  • Ghostfolio — Ghostfolio is an open-source, privacy-focused portfolio and wealth tracker for investors who want self-hosted control, multi-account portfolio tracking, net-worth dashboards, imports, charts, risk views, and REST API… (research profile)
  • Google Finance — Google Finance is a free market-monitoring hub for investors who want familiar quotes, charts, financial news, watchlists, manual portfolios, earnings context, and AI-assisted research without paying for a terminal. It… (research profile)
  • Kubera — Kubera is a paid net-worth and portfolio tracker for high-net-worth households, founders, expats, advisors, and family-office style users who need one balance-sheet view across bank accounts, brokerages, crypto, real… (research profile)
  • Marketlog — Marketlog is a web and mobile portfolio tracker for retail investors and active traders who want manual or broker-connected portfolios, dividend tracking, goals, target allocation, benchmarking, forecasts, alerts,… (research profile)
  • Masttro — Masttro is an enterprise wealth operating system for UHNW families, single-family offices, multi-family offices, RIAs, private banks, and professional-services firms that need consolidated reporting across custodians,… (research profile)
  • MesoSim — MesoSim is an options strategy backtesting platform for traders who need low-code strategy definitions, multi-leg simulations, risk graphs, Greeks, volatility surfaces, margin models, and paper/live workflow paths. It… (research profile)
  • Orion Advisor Tech — Orion Advisor Tech is enterprise infrastructure for RIAs and wealth firms that need portfolio accounting, billing, reporting, tax-aware trading, CRM, planning, compliance, risk analytics, client portals, APIs, and data… (research profile)
  • Portfolio Performance — Portfolio Performance is a free, open-source, local-first desktop portfolio tracker for investors who want detailed performance accounting, TTWROR/IRR reporting, multi-currency support, rebalancing, imports, exports,… (research profile)
  • Portfolio Visualizer — Portfolio Visualizer is a web-based portfolio analysis suite for backtesting portfolios, testing asset allocations, running Monte Carlo simulations, optimizing allocations, analyzing factors, checking correlations, and… (research profile)
  • PortfoliosLab — PortfoliosLab is a web-based portfolio analytics platform for backtesting, optimization, risk metrics, correlations, screeners, and AI-assisted portfolio workflows. It is useful for comparing stocks, ETFs, funds,… (research profile)
  • Portseido — Portseido is a global investment portfolio tracker for self-directed investors who want transaction-based performance, dividend tracking, allocation views, risk metrics, benchmarking, lot analysis, multi-currency… (research profile)
  • Qfinr — Qfinr is a subscription portfolio analytics platform for investors who want multi-asset tracking, risk views, stress testing, and idea discovery without relying on live broker sync. Its public positioning is strongest… (research profile)
  • Quicken (Simplifi & Classic) — Quicken is personal finance software with investment tracking layered into household budgeting, tax, retirement, and account-aggregation workflows. Simplifi is the web and mobile path for real-time portfolio tracking,… (research profile)
  • rotki — rotki is a privacy-focused portfolio tracker and accounting tool that runs on the user's own machine. It combines exchange and blockchain activity, decodes on-chain events, tracks balances and history, and produces… (research profile)
  • Sharesight — Sharesight is a global portfolio, dividend, performance, and tax-reporting tracker for DIY investors, accountants, advisers, and family offices. It is built for keeping investment records and reports across brokers and… (research profile)
  • Simply Safe Dividends — Simply Safe Dividends is a dividend-focused research and portfolio tracker built around 0-100 Dividend Safety Scores, income forecasts, dividend alerts, screeners, valuation charts, and portfolio monitoring. It is… (research profile)
  • Snowball Analytics — Snowball Analytics is an EU-based portfolio and dividend tracker for retail investors who want multi-asset tracking, broker import, dividend analytics, benchmarking, fund look-through, backtesting, and mobile access. It… (research profile)
  • SS&C Black Diamond Wealth Solutions — SS&C Black Diamond Wealth Solutions is an enterprise wealth-management platform for RIAs, broker-dealers, family offices, banks, and trust teams that need portfolio accounting, performance reporting, client portals,… (research profile)
  • Statfolio — Statfolio is a lightweight stock and ETF portfolio tracker for investors who want holdings, performance, dividends, splits, diversification, and symbol research in one dashboard. It fits manual or imported tracking… (research profile)
  • Stocktwits — Stocktwits is a social investing network for following real-time market conversation, community sentiment, trending symbols, watchlists, earnings context, news, and symbol pages across stocks, ETFs, and crypto. It is… (research profile)
  • Testfol.io — Testfol.io is a freemium web-based portfolio backtesting and analysis toolkit for investors who want to test allocations, cashflows, rebalancing rules, tactical signals, leverage, correlations, and historical… (research profile)
  • Track Your Dividends (TYD) — Track Your Dividends is a dividend-focused portfolio tracker for U.S. investors, combining Plaid-linked accounts, manual portfolios, dividend alerts, income projections, and Premium research tools. It is useful for… (research profile)
  • TradeBB — TradeBB is a web-based trading journal for importing trades, reviewing performance, writing notes, and analyzing behavior across stocks, options, futures, and forex. It is strongest for traders who want a free-start… (research profile)
  • TradeLog — TradeLog is Windows desktop trade-accounting software for U.S. active traders who need to consolidate complete trade history, identify taxpayer-level wash sales across accounts and IRAs, reconcile proceeds, and prepare… (research profile)
  • Tradervue — Tradervue is a mature trading journal for importing trades, reviewing charts, analyzing performance, sharing trades, working with mentors, and using reports across stocks, ETFs, futures, forex, and options. It is… (research profile)
  • TradeZella — TradeZella is a paid trading journal for active traders who want broker imports, performance analytics, tagging, playbooks, backtesting, replay, AI review, risk reports, and mentor workflows in one web platform. It is… (research profile)
  • Wealthfolio — Wealthfolio is a free, open-source, local-first portfolio and personal-finance app for investors who want holdings, performance, allocation, income, net worth, spending, goals, rebalancing, and retirement planning in a… (research profile)
  • Wise (Interest & Stocks) — Wise Interest and Stocks are account features for eligible Wise customers who want interest-like balance options or simple one-fund stock exposure inside a multi-currency account. Availability, fees, insurance… (research profile)
  • Zenvesto — Zenvesto is a web-based stock, ETF, crypto, and benchmark portfolio tracker built around dashboards, watchlists, performance metrics, portfolio health scoring, AI-powered insights, market news, earnings calendars, CSV… (research profile)

Back to contents


🔎 Screening and Discovery

  • Alpha Spread — Alpha Spread is a value-investing research platform for investors who want quick intrinsic value estimates, DCF and relative valuation, stock reports, screeners, watchlists, alerts, analyst forecasts, and AI-assisted… (research profile)
  • ApeWisdom — ApeWisdom is a free social-sentiment and ticker-attention tracker for traders and researchers watching Reddit, WallStreetBets-style communities, crypto subreddits, and 4chan /biz. It is strongest for spotting retail… (research profile)
  • Autochartist — Autochartist is an automated market-scanning and trader-engagement platform for active traders, brokers, and trading platforms that want chart-pattern detection, technical trade setups, economic-event analysis, news… (research profile)
  • BamSEC — BamSEC is a web-based SEC filings and transcripts research platform for investors and analysts who need faster EDGAR workflows. It is strongest for document search, filing redlines, table extraction, transcripts,… (research profile)
  • BankAnalysis — BankAnalysis is a private-beta research platform built specifically for U.S. bank stocks, combining standardized bank financials, bank-specific metrics, SEC filings, earnings-call transcripts, screening, peer… (research profile)
  • Beanvest — Beanvest is a quality-investing research app for long-term investors who want opinionated stock reports, a proprietary Quality Score, component scores, fair value labels, and a compact quality-stock screener. It is… (research profile)
  • Börsdata — Börsdata is a Nordic-first equity analytics, screening, and data platform for investors who want long-history fundamentals, thousands of ratios, strategy screens, ownership data, insider and short-selling context,… (research profile)
  • Business Quant — Business Quant is a U.S. equities research, screening, KPI, and financial-data platform for investors who want fundamentals, operating metrics, segment data, analyst estimates, ratings, warnings, 13F ownership, insider… (research profile)
  • BuySide Digest - Hedge Fund Letter Database — BuySide Digest - Hedge Fund Letter Database is a free research database for investors who want to search hedge-fund letters, manager commentary, tickers, themes, quarters, 13F context, and curated investment pitches. It… (research profile)
  • CapEdge — CapEdge is a free SEC filings, transcripts, IPO, ownership, ETF exposure, and short-interest research platform from Finsight for US equity-capital-markets work. It is strongest for investors who want a registered,… (research profile)
  • Cbonds — Cbonds is a global bond-data and research platform for professional and private investors. Its core workflow combines bond search, quotes, yields, ratings, new-issue and event calendars, watchlists, and portfolio tools;… (research profile)
  • Chaikin Analytics — Chaikin Analytics is a Power Gauge-centered investment research platform with stock and ETF ratings, market insights, newsletters, model portfolios, tactical publications, money-flow ideas, and research products. It is… (research profile)
  • ChartMill — ChartMill is a browser-based stock screener, charting, ratings, alerts, and research platform for self-directed traders and investors screening U.S., Canadian, and European stocks and some ETFs. It is strongest for… (research profile)
  • Danelfin — Danelfin is an AI stock and ETF scoring platform built around a 1-10 AI Score that estimates the probability of outperforming the market over the next three months. It serves as a ranking, screening, portfolio-alert,… (research profile)
  • DATAROMA — DATAROMA is a free, focused tracker for superinvestor 13F portfolios, recent portfolio changes, and insider buying activity. It supports value-investing idea discovery and manager-following workflows, then verify… (research profile)
  • Dividend.com — Dividend.com is a dividend research, screening, ratings, and watchlist site for income investors. It can be used to find dividend-paying stocks, ETFs, funds, REITs, MLPs, and preferreds, compare income ideas, and follow… (research profile)
  • EPSMomentum — EPSMomentum is a U.S. stock and ETF analytics platform for earnings momentum, estimate revisions, PEAD drift, timing signals, scanners, AI analysis, and market dashboards. It is useful when earnings acceleration and… (research profile)
  • Estimize — Estimize is a crowdsourced earnings and macro-estimates platform for investors and data teams that want alternative expectations data before company reports and economic releases. It supports EPS, revenue, and macro… (research profile)
  • EveryTicker — EveryTicker is a free U.S. stock research platform focused on undercovered public companies, including microcaps, nanocaps, and OTC names. It supports fundamental reports, AI and traditional screening, watchlists, 13F… (research profile)
  • FactorsToday — FactorsToday is a quantitative factor-investing platform with dashboards, screeners, portfolio factor analysis, attribution, hedge construction, factor portfolio building, downloads, and an open REST API. It is useful… (research profile)
  • FAST Graphs — FAST Graphs is a fundamentals-first stock research platform built around visual valuation charts, earnings, cash flow, dividends, forecasts, and portfolio views. It is useful when long-term valuation and business… (research profile)
  • FDIC BankFind Suite (BankFind) — FDIC BankFind Suite is the official free FDIC source for looking up FDIC-insured banks, branches, histories, structure changes, failures, financials, Summary of Deposits data, APIs, and bulk downloads. It is useful when… (research profile)
  • Fey — Fey was an AI-native investing research workspace for stocks and ETFs, known for natural-language screening, AI earnings and filing summaries, personalized news, portfolio analysis, and a polished desktop-first… (research profile)
  • Financial Modeling Prep (FMP) — Financial Modeling Prep (FMP) is a market-data API and spreadsheet-data provider for developers, analysts, quants, and product builders who need equities, ETFs, funds, FX, crypto, commodities, macro, ESG, ownership,… (research profile)
  • Finbox — Finbox is a web-based stock and ETF research platform for investors who want global screening, financial statements, fair-value estimates, valuation models, watchlists, investor portfolios, and spreadsheet exports in… (research profile)
  • Finimize — Finimize is a consumer investing newsletter and mobile app for investors who want concise market news, investing education, analyst-backed ideas, model portfolios, and an easier daily research habit. It is strongest… (research profile)
  • FINVIZ — FINVIZ is best known as a fast U.S. stock screener with heat maps, quote pages, insider activity, news, and portfolio watchlists. It works well when you want to move from a broad market view to a tighter list of stocks… (research profile)
  • Fiscal.ai — Fiscal.ai is an AI-assisted public-company research terminal and financial data API platform for investors, analysts, developers, and AI-agent builders. It combines global fundamentals, segments and KPIs, transcripts,… (research profile)
  • FullRatio — FullRatio is a visual fundamentals and stock-ratio research site for investors who want U.S. equity screeners, TTM financials, valuation ratios, dividend metrics, fair-value charts, industry benchmarks, and simple stock… (research profile)
  • GuruFocus — GuruFocus is a value-investing research platform for investors who want global fundamentals, valuation tools, GF Score, GF Value, stock/ETF/bond screeners, backtesting, guru and institutional holdings, insider trades,… (research profile)
  • Insider Screener — Insider Screener is a global insider-trading research platform for investors who want to screen, track, export, and alert on director and insider transactions across multiple markets. It is more structured than a simple… (research profile)
  • Invesst — Invesst is an AI-first investing workspace for RIAs, portfolio managers, analysts, and serious self-directed investors who want natural-language research, stock and ETF screeners, automated valuation models, watchlists,… (research profile)
  • Investing.com — Investing.com is a global market portal for investors who want quotes, charts, financial news, an economic calendar, watchlists, alerts, portfolio tracking, screeners, and mobile market monitoring in one place. The free… (research profile)
  • Koyfin — Koyfin is a modern web and mobile financial terminal for investors, analysts, and advisors who want dashboards, charts, screeners, portfolios, news, alerts, transcripts, and market data without using a traditional… (research profile)
  • Letters and Reviews — Letters and Reviews is a free personal curation site for fund manager letters, hedge fund letters, shareholder letters, ticker mentions, and quarterly 13F pages. It is useful for value investors and researchers who want… (research profile)
  • LuxAlgo — LuxAlgo is a TradingView-focused technical-analysis suite for traders who want packaged indicators, price-action overlays, screeners, alerts, oscillator tools, calculators, and AI-assisted backtesting. It is built for… (research profile)
  • Macrotrends — Macrotrends is a web-based historical charting, stock research, and macro data site for investors who want long-run stock prices, fundamentals, dividends, indices, commodities, exchange rates, interest rates, global… (research profile)
  • Magic Formula Investing — Magic Formula Investing is the official free Joel Greenblatt-style stock screener based on the Magic Formula strategy from The Little Book That Beats the Market. It ranks U.S.-listed non-financial, non-utility stocks… (research profile)
  • MarketInOut — MarketInOut is a formula-driven stock, ETF, forex, and crypto screener with historical screening, strategy backtesting, alerts, watchlists, simple portfolio views, correlation tools, and one-time membership terms. It… (research profile)
  • MarketSurge — MarketSurge is Investor’s Business Daily’s premium stock research, screening, charting, ratings, alerts, and idea-list platform for IBD-style growth and swing traders. It carries the MarketSmith lineage and emphasizes… (research profile)
  • Monexa — Monexa was cataloged as a low-cost AI stock-analysis workspace for screening, company dashboards, financial statements, DCF models, filings, transcripts, ownership views, and congressional-trading research. Its… (research profile)
  • Morningstar Investor — Morningstar Investor is a subscription research product for long-term investors who want Morningstar ratings, analyst reports, fair value estimates, moat research, screeners, and portfolio analysis. It is especially… (research profile)
  • Nasdaq.com — Nasdaq.com is Nasdaq's official investor portal for quotes, market news, screeners, calendars, filings, options chains, watchlists, and portfolio tools. It is strongest for investors who want exchange-branded market… (research profile)
  • OnlyDividends — OnlyDividends is a privacy-first dividend-income tracker for investors who want to manually enter holdings, monitor dividend paydays, estimate net income after withholding tax, and visualize income trends without… (research profile)
  • OTC Markets — OTC Markets combines a public research website for U.S. OTC-traded securities with licensed market-data, disclosure, and feed products for professional users. It is useful for OTC issuer pages, tiers, quotes, news,… (research profile)
  • Perplexity Finance — Perplexity Finance is an AI-assisted finance research experience that combines cited answers with stock, ETF, fund, crypto, options, news, charts, screeners, earnings documents, ownership data, government trading views,… (research profile)
  • Portfolio123 — Portfolio123 is a rules-based quant research and portfolio-management platform for investors who want stock and ETF screeners, ranking systems, factor research, realistic backtests, strategy simulations, portfolio… (research profile)
  • Prospero.ai — Prospero.ai is a free mobile-first AI signal app for U.S. stocks and ETFs, with proprietary short-term and long-term signals, daily screens, stock picks, watchlists, notifications, and education. It is useful for… (research profile)
  • QuantRocket — QuantRocket is a Docker- and Jupyter-based quant research, backtesting, data, and live-trading platform for technical Python users. It is strongest when you want local infrastructure, Interactive Brokers integration,… (research profile)
  • Quiver Quantitative — Quiver Quantitative is an alternative-data platform for investors who want dashboards, screeners, alerts, backtests, and API access around political trading, insider activity, institutional holdings, lobbying,… (research profile)
  • Reflexivity — Reflexivity is a sales-led institutional AI investment research platform for hedge funds, asset managers, and professional teams that need explainable outputs over trusted market, filing, transcript, portfolio, and… (research profile)
  • Screener.in — Screener.in is an India-focused stock screener and fundamental-research platform for investors who want company pages, custom financial queries, watchlists, alerts, exports, filings, shareholding data, and Screener AI.… (research profile)
  • SentiSense — SentiSense is a beta AI market-intelligence and data API platform for investors and developers who want stock data, sentiment, news clustering, social signals, institutional flows, insider trades, congressional trading… (research profile)
  • ShareScope — ShareScope combines stock and fund research, screening, charting, news, alerts, and portfolio management for private investors, with an emphasis on UK markets and additional U.S., Canadian, and European coverage.… (research profile)
  • ShortSqueeze.com — ShortSqueeze.com is a members-only U.S. short-interest research service for traders who want screens, rankings, ticker pages, historical short data, and Excel downloads focused on potential short-squeeze setups. It is… (research profile)
  • Simply Wall St — Simply Wall St is a visual stock analysis and portfolio platform for long-term investors who prefer guided fundamental summaries over raw data tables. It is best known for its Snowflake-style company reports, global… (research profile)
  • Smartfin — Smartfin is a beginner-friendly U.S. stock research platform for visual financials, sector-adjusted scores, plain-English company evaluations, curated stock lists, watchlists, alerts, transcripts, filings, and research… (research profile)
  • Smartkarma — Smartkarma is a premium investment intelligence platform for professional investors, asset managers, banks, and accredited/private investors who need independent research, specialist analysts, data tools, watchlists,… (research profile)
  • Special Situation Investments (SSI) — Special Situation Investments is a niche event-driven research site and paid community for investors looking for special-situation ideas, active discussions, high-conviction writeups, catalyst timelines, upside targets,… (research profile)
  • Special Situations Digest — Special Situations Digest is a weekly global event-driven research workflow for investors sourcing activist campaigns, strategic reviews, spin-offs, going-private deals, divestitures, tender offers, restructurings, and… (research profile)
  • Stock Analysis — Stock Analysis is a web and mobile research hub for investors who want stock screeners, financial statements, earnings calendars, market news, charts, analyst forecasts, watchlists, and portfolio tracking in one… (research profile)
  • Stock Rover — Stock Rover is a web-based stock, ETF, fund, and portfolio research platform for investors who want 800+ financial metrics, 20 years of historical fundamentals, deep portfolio analytics, dividend tracking, automated… (research profile)
  • Stock Spinoff Investing — Stock Spinoff Investing is a niche research site and paid newsletter for investors focused on spin-offs and related special situations. Its free value is the upcoming and completed spin-off calendar; SSI Premium adds… (research profile)
  • Stock Unlock — Stock Unlock is a global stock and ETF research platform that combines stock scores, screeners, DCF tools, comparison charts, watchlists, and portfolio tracking. It is built for retail investors who want research and… (research profile)
  • StockCharts — StockCharts is a long-running browser-based charting, scanning, alerting, and technical-analysis platform for traders and investors who organize work around charts, ChartLists, scans, alerts, RRGs, PerfCharts, options… (research profile)
  • StockFetcher — StockFetcher is a low-cost, text-based U.S. stock screener for traders who prefer writing plain-English technical filters instead of clicking through a modern visual screener. It is strongest for repeatable end-of-day… (research profile)
  • Stocknear — Stocknear is a lightweight U.S.-market stock, ETF, and options research platform with options flow, dark-pool context, analyst data, 13F holdings, congressional trades, earnings, news, alerts, and an AI Agent. It is… (research profile)
  • Stockopedia — Stockopedia is a paid stock research and screening platform for investors who want StockRanks, StockReports, GuruScreens, factor-style idea generation, portfolio Folios, alerts, and exportable screen data across… (research profile)
  • Stockoscope — Stockoscope is a visual U.S. stock research platform built around five connected lenses: quality, peers, valuation, analysts, and holdings. It combines configurable fundamental scores, peer ranks, intrinsic-value… (research profile)
  • Strike.Market — Strike.Market is a free equity research and stock screener site that combines fundamentals with alternative-data signals such as website traffic, app rankings, social followers, Google Trends, job postings, patents,… (research profile)
  • Sure Dividend — Sure Dividend is a dividend-focused research publisher for long-term income investors who want curated newsletters, dividend-growth stock ideas, valuation work, ranking spreadsheets, and downloadable dividend lists. It… (research profile)
  • TC2000 — TC2000 is a long-standing charting, scanning, alerting, paper-trading, options-analysis, and brokerage-connected platform for active U.S. stock, ETF, and options traders. It is strongest for users who want streaming… (research profile)
  • The Fly Pro — The Fly Pro is a visual stock research, company KPI, and real-time news platform that now receives traffic from the legacy Main Street Data URL. It is useful for investors who want company-specific operating metrics,… (research profile)
  • The Ledger Terminal — The Ledger Terminal is a web-based fundamental stock research terminal built around one-page U.S. stock tearsheets, valuation charts, quality checks, screeners, comparisons, and SEC-linked financial history. It is aimed… (research profile)
  • The Motley Fool — The Motley Fool is a long-running investing publisher and stock-picking membership business for retail investors who want plain-English market commentary, education, watchlists, portfolios, and curated stock… (research profile)
  • Tickeron — Tickeron is an AI-driven trading and investing platform for screeners, AI stock signals, pattern detection, paper trading, AI Robots, and short-horizon trade ideas across stocks, ETFs, mutual funds, crypto, and forex.… (research profile)
  • Tickertape — Tickertape is an India-first investing app for researching stocks, mutual funds, and ETFs, building screeners, tracking portfolios, and connecting broker accounts for a research-to-transaction workflow. It is strongest… (research profile)
  • TickerTrends — TickerTrends is an alternative-data and KPI-forecasting platform for public-company investors, analysts, quant teams, hedge funds, and institutions. It combines search, web traffic, app usage, social, reviews, news,… (research profile)
  • Tijori Finance - Ideas Dashboard — Tijori Finance - Ideas Dashboard is an India-focused stock-idea and market-monitoring workspace built around curated event, fundamental, and operational-data signals. It can surface research leads quickly, but the… (research profile)
  • TIKR — TIKR is a browser-based global equity research terminal for investors who care about fundamentals, financial statements, analyst estimates, valuation work, transcripts, filings, and stock screening. It is strongest for… (research profile)
  • TipRanks — TipRanks is an investment research platform built around analyst ratings, price targets, expert rankings, Smart Score, AI stock analysis, news sentiment, insider signals, hedge-fund activity, and portfolio tools. It is… (research profile)
  • Trendlyne — Trendlyne is an India-first equity research and portfolio platform with screeners, DVM scores, analyst forecasts, alerts, backtests, transcripts, broker sync, and options tools. Global plans add U.S. market coverage,… (research profile)
  • Tweenvest — Tweenvest is a web-based stock research app with company dashboards, screeners, watchlists, portfolio tracking, transcripts, valuation tools, and AI-assisted analysis. It is positioned for retail investors, especially… (research profile)
  • Uncle Stock — Uncle Stock is a global fundamental stock screener and screener-backtesting platform for DIY and value investors who want many financial metrics, guru-style screens, watchlists, historical backtests, CSV export, and… (research profile)
  • Validea — Validea is a factor and guru-strategy research site with stock and ETF model portfolios, guru analysis, factor reports, stock and ETF screeners, trend following, market valuation, portfolio correlation, strategy/ETF… (research profile)
  • Value Investors Club (VIC) — Value Investors Club is a selective, free investment-idea community built around long-form value-investing writeups and member discussion rather than paid newsletters or screeners. It is strongest for investors who want… (research profile)
  • Value Line — Value Line is a long-running investment research publisher with proprietary ranks, analyst commentary, single-page equity reports, screeners, watchlists, alerts, charting, newsletters, and separate stock, fund, ETF,… (research profile)
  • Value Sense — Value Sense is a fundamental stock research workspace for intrinsic value tools, stock ideas, screeners, backtesting, financial charts, transcripts, AI earnings summaries, smart-money tracking, dashboards, and valuation… (research profile)
  • Valuesider — Valuesider is a free web tool for tracking superinvestor portfolios, aggregated guru holdings, recent buys and sells, and security ownership based on SEC 13F filings. It is useful for value-investor idea generation, but… (research profile)
  • Variant — Variant is an AI investment-avatar platform for advanced investors who want to build hedge-fund-style avatars, access continuous market analysis, surface public-market insights, and participate in a tokenized… (research profile)
  • WallStreetZen — WallStreetZen is a stock research and screening platform built around Zen Ratings, top analyst tracking, due diligence checks, forecasts, advanced screeners, price-move explanations, and watchlist updates. It fits… (research profile)
  • YCharts — YCharts is an advisor- and asset-manager-focused investment research, portfolio analytics, proposal, reporting, and client-communication platform. It is strongest for professionals who need client-ready charts,… (research profile)
  • Yellowbrick Investing — Yellowbrick Investing is a stock-idea and hedge-fund-holdings research platform for investors who want searchable pitches, investor feeds, 13F-based fund activity, daily idea emails, and a premium model portfolio… (research profile)
  • Zacks (Zacks.com) — Zacks.com is a retail equity and fund research site built around the Zacks Rank, earnings-estimate revisions, Style Scores, screeners, calendars, ETF research, and portfolio alerts. It is strongest for investors who… (research profile)
  • Ziggma — Ziggma is a web-based portfolio tracker and investment research workspace for self-directed investors who want account consolidation, stock and ETF screening, dividend tracking, portfolio checkups, smart alerts, impact… (research profile)

Back to contents


🤖 Automation, Data and Integrations

  • Alpha Vantage — Alpha Vantage is an API-first financial data provider for developers, students, quants, and analysts who need a simple API key for stock, ETF, mutual fund, FX, crypto, options, commodities, fundamentals, news,… (research profile)
  • BIS Data Portal — BIS Data Portal is the official free statistics portal from the Bank for International Settlements for global macro-financial time series, exports, bulk downloads, release calendars, charts, tables, and SDMX API access.… (research profile)
  • CB Insights — CB Insights is an enterprise market-intelligence platform for strategy, innovation, venture, corporate development, M&A, and investment teams researching private companies, public companies, investors, deals, markets,… (research profile)
  • CFPB Consumer Complaint Database — CFPB Consumer Complaint Database is the official free U.S. regulatory dataset for consumer financial complaints about banks, lenders, credit bureaus, fintechs, debt collectors, mortgage servicers, cards, payments, and… (research profile)
  • Databento — Databento supplies normalized live and historical exchange data through APIs, files, and client libraries. It is built for developers, quants, and trading firms that need tick data, full order books, bars, instrument… (research profile)
  • ECB Data Portal — ECB Data Portal is the official free European Central Bank source for ECB statistics, euro area macro data, interest rates, exchange rates, yield curves, downloads, charts, and SDMX API access. It is useful when you… (research profile)
  • EIA Open Data — EIA Open Data is the U.S. government source for statistical and operational energy data. Analysts and developers can browse energy series or retrieve them through a free API, bulk files, and spreadsheet tools for macro,… (research profile)
  • EODHD — EODHD is a market-data API provider for developers, quants, and analysts who need REST, WebSocket, spreadsheet, and AI-agent access to historical prices, fundamentals, calendars, news, sentiment, options, forex, crypto,… (research profile)
  • Euromonitor (Passport) — Euromonitor Passport is a premium market-research database for industries, economies, consumers, countries, channels, forecasts, reports, and structured APIs. It is useful when strategy or investment research needs… (research profile)
  • Federal Reserve Bank of New York - Data & Statistics — Federal Reserve Bank of New York Data & Statistics is an official source for U.S. reference rates, markets operations data, SOMA holdings, primary dealer statistics, survey data, and research indicators. It is useful… (research profile)
  • Federal Reserve Board (FRB.gov) — Federal Reserve Board (FRB.gov) is the official U.S. central-bank source for policy materials, FOMC calendars, statistical releases, interest rates, balance sheet data, bank data, FX rates, industrial production, and… (research profile)
  • Financial Datasets — Financial Datasets is a developer-focused financial data API and official MCP server for teams building AI agents, stock screeners, portfolio tools, research apps, and quantitative workflows. It is strongest when you… (research profile)
  • FinancialData.Net — FinancialData.Net is an API-first financial data platform for developers, analysts, spreadsheet users, and AI-agent builders who want broad market data, fundamentals, ownership, options, funds, ESG, calendars, news,… (research profile)
  • Finatic — Finatic is a broker-connectivity API for fintech builders who need user brokerage linking, normalized brokerage account data, webhooks, and consented trade execution across many brokers. It is useful infrastructure for… (research profile)
  • FINRA Fixed Income Data — FINRA Fixed Income Data is an official source for U.S. bond security details, disseminated TRACE transactions, trade-activity history, and aggregate market reports. It is useful for researching executed prices and… (research profile)
  • FlightAware — FlightAware is a global flight-tracking platform and aviation data provider, useful to investors when flight activity, delays, routes, airports, airlines, logistics, business travel, or private aviation can act as… (research profile)
  • Global Factor Data (JKP Factors) — Global Factor Data, often called JKP Factors, is a free academic research dataset and web interface for global equity factor returns, stock characteristics, and reproducible factor-construction code based on Jensen,… (research profile)
  • Hunter — Hunter is an email finder, verification, enrichment, and outreach platform for analysts, founders, sales teams, and deal teams that need professional contact discovery around companies and domains. It can support… (research profile)
  • IBISWorld — IBISWorld is a premium industry research platform for analysts, lenders, consultants, operators, and investors who need industry reports, risk ratings, forecasts, benchmarking, business environment profiles, API… (research profile)
  • ICE Index Platform (ICE Data Indices) — ICE Index Platform is an enterprise index-data platform for institutional users who need licensed ICE index levels, constituent statistics, historical performance, fixed-income benchmarks, automated feeds, custom index… (research profile)
  • Intrinio — Intrinio is a financial data infrastructure vendor for developers, data teams, and AI builders who need licensed market data, fundamentals, options, ETF, mutual-fund, analyst, dividend, split, and company-news datasets… (research profile)
  • Listen Notes — Listen Notes is a podcast search engine, podcast API, alerts product, and dataset provider that can be useful for investors, analysts, and builders treating podcasts as alternative research inputs. It can be used to… (research profile)
  • Marketstack — Marketstack is an APILayer REST market-data API for developers who need stock prices, end-of-day history, intraday bars, corporate actions, reference data, ETF holdings, bond yields, commodities, analyst ratings, and… (research profile)
  • MarketXLS — MarketXLS is an Excel-first market data, options, portfolio analytics, screening, and template add-in for investors who want live or delayed financial data directly inside spreadsheets. It is useful for Excel-heavy… (research profile)
  • NYSE (Exchange Data & Tech) — NYSE Data & Tech is primary exchange-data infrastructure for institutions, vendors, and developers that need licensed U.S. equities, options, bonds, real-time feeds, historical TAQ, reference data, and corporate… (research profile)
  • Office of Financial Research (U.S. Treasury) — Office of Financial Research is a free U.S. Treasury source for official financial-stability monitors, stress indicators, short-term funding data, money-market fund transparency, bank systemic-risk views, and hedge-fund… (research profile)
  • Open Payments (CMS) — Open Payments (CMS) is the official free U.S. database for Sunshine Act payment, research, and ownership disclosures between drug or device companies, GPOs, and covered healthcare providers. It supports healthcare… (research profile)
  • OpenBB — OpenBB combines an open-source financial data layer with a hosted Workspace for dashboards, AI research, custom agents, and team workflows. It is best for analysts, quants, developers, and firms that want to connect… (research profile)
  • OpenCorporates — OpenCorporates is a large legal-entity and company registry database for researchers, investigators, data teams, KYC workflows, ownership mapping, and corporate transparency work. It provides entity identity,… (research profile)
  • SEC API (sec-api.io) — SEC API is a commercial SEC/EDGAR API suite for developers, quants, compliance teams, and AI products that need fast filing search, real-time feeds, XBRL-to-JSON conversion, section extraction, insider filings, 13F… (research profile)
  • StreamXLS — StreamXLS is a Windows-only Excel RTD bridge for investors and trading desks that want their own Interactive Brokers quotes, account values, positions, live P&L, and open-order state inside spreadsheet formulas. It runs… (research profile)
  • Tiingo — Tiingo is an API-first market data provider for developers, quants, and small teams that need transparent flat-rate access to prices, fundamentals, corporate actions, news, forex, and crypto data. It is strongest when… (research profile)
  • U.S. Bureau of Labor Statistics (BLS) — The U.S. Bureau of Labor Statistics is the official free source for U.S. labor-market, inflation, wage, productivity, price, employment, unemployment, and occupational statistics. It is strongest for macro dashboards,… (research profile)
  • USAspending — USAspending is the official U.S. federal spending open-data portal for awards, recipients, agencies, federal accounts, contracts, grants, loans, and other spending records. It helps investors and builders research… (research profile)
  • Wayback Machine (Internet Archive) — Wayback Machine is the Internet Archive's web-archive service for saving, discovering, and citing historical versions of webpages. For investment research, it is useful for checking old IR pages, fund pages, pricing… (research profile)
  • Wisesheets — Wisesheets is a spreadsheet-first stock-analysis add-on for Excel and Google Sheets, built around formulas for company financials, key metrics, prices, dividends, analyst data, ETF/fund data, options chains, and… (research profile)
  • World Bank Open Data (data.worldbank.org) — World Bank Open Data is a free official source for global macroeconomic, development, GDP, population, inflation, trade, and country-level indicators. It is valuable for research, dashboards, and macro context, but it… (research profile)

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🎓 Education and Community

  • 10X EBITDA - Hedge Fund Presentations — 10X EBITDA - Hedge Fund Presentations is a free archive of value-investing, activist, and hedge-fund pitch decks for people who want to study how professional investors build stock theses. It is best treated as an… (research profile)
  • Corner of Berkshire & Fairfax (COBF) — Corner of Berkshire & Fairfax is a long-running value-investing forum built around Berkshire, Fairfax, stock ideas, books, and long-form investor discussion. Public boards are useful for idea discovery, while deeper… (research profile)
  • Investment Masters Class (MastersInvest.com) — Investment Masters Class is a free educational site focused on timeless investing lessons, curated reading, investor letters, and essays about great investors and business builders. It is useful for improving process… (research profile)
  • Investopedia — Investopedia is a free finance education and market news publisher with a widely searched Stock Simulator for paper trading. It is best for beginners, students, educators, and self-directed investors who want… (research profile)
  • Khan Academy (Economics & Finance) — Khan Academy Economics & Finance is a free education hub for learning economics, finance, capital markets, financial literacy, personal finance, and basic investing concepts before using more advanced investment tools.… (research profile)
  • r/SecurityAnalysis - Letters Wiki — The r/SecurityAnalysis Letters Wiki is a free, community-maintained reading list of investor letters, hedge fund letters, fund reports, and related quarterly threads. It is useful for idea generation and learning from… (research profile)
  • ValuePickr Forum — ValuePickr Forum is a free, India-focused investing community for reading long-form discussions on mid- and small-cap companies. It is useful for qualitative idea discovery and fieldwork-style debate, but posts are… (research profile)
  • Wealth Hub - Hedge Fund Letters — Wealth Hub Hedge Fund Letters is a free public index of hedge fund investor letters and 13-F report links organized by quarter. It is useful for value investors, analysts, and students who want manager commentary, idea… (research profile)

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🧮 Calculators

  • NerdWallet Compound Interest Calculator — NerdWallet Compound Interest Calculator is a free, no-login calculator for estimating how savings or investments may grow with compound interest. It is best for simple education and scenario planning, not portfolio… (research profile)
  • ProjectionLab — ProjectionLab is a web-based financial and retirement planning simulator for mapping income, spending, investments, major life events, financial independence, and estate outcomes over time. Users can compare what-if… (research profile)

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📡 Market Data, News and Alerts

  • AlphaSense — AlphaSense is an enterprise market-intelligence and AI search platform for institutional research, corporate strategy, consulting, investor relations, and buy-side teams that need cited search across broker research,… (research profile)
  • Bank of England — The Bank of England website is the official free source for UK monetary policy decisions, Bank Rate context, MPC calendars and minutes, Monetary Policy Reports, statistics, exchange-rate and interest-rate series, and UK… (research profile)
  • Bank of Japan (BOJ) — The Bank of Japan website is the official free source for Japanese monetary policy releases, meeting schedules, BOJ statistics, release calendars, time-series downloads, charts, and API access. It is strongest for… (research profile)
  • Barron's — Barron's is a subscription investing publication from Dow Jones for investors who want market journalism, stock ideas, portfolio context, newsletters, mobile access, and a Market Data Center for quotes, screeners,… (research profile)
  • Benzinga — Benzinga is a market-news, trading-tools, and financial-data platform for active traders, investors, developers, and data buyers who need fast news, alerts, scanners, calendars, squawk, options activity, analyst… (research profile)
  • BizToc — BizToc is a free business and finance news aggregator for investors who want a fast headline grid, real-time Wire feed, market snapshot, imagery view, search, RSS, mobile access, and a lightweight API route through… (research profile)
  • Bloomberg (Europe) — Bloomberg Europe is the Bloomberg.com regional news hub and mobile-app experience for readers who want global business journalism, European market coverage, market snapshots, watchlists, alerts, Bloomberg TV and radio,… (research profile)
  • camelcamelcamel (UK) — camelcamelcamel UK is a free Amazon price-tracking site for shoppers, ecommerce researchers, and consumer-products analysts who want Amazon UK price-history charts, price-drop alerts, wishlist imports, RSS,… (research profile)
  • CatalystWire — CatalystWire is a UK-focused RNS catalyst scanner for event-driven investors who want real-time London Stock Exchange announcement monitoring, AI-powered semantic search, categorization, and instant alerts. It is… (research profile)
  • Changeflow (Trackly) — Changeflow, formerly reached through Trackly, is an AI website-change intelligence platform for monitoring filings, regulator pages, IR pages, competitor pages, PDFs, feeds, and other online sources. It is useful for… (research profile)
  • CME FedWatch — CME FedWatch is the widely used CME Group tool for tracking market-implied probabilities of Federal Reserve target-rate outcomes for upcoming FOMC meetings, derived from 30-Day Fed Funds futures. It is strongest for… (research profile)
  • Earnings Hub — Earnings Hub is a web and mobile earnings-season workspace for calendars, call access, transcripts, AI summaries, filing summaries, alerts, estimates, and watchlist monitoring. It is useful when your workflow starts… (research profile)
  • Earnings Whispers — Earnings Whispers is an earnings-event research site built around whisper expectations, earnings calendars, sentiment, grades, options context, and post-earnings drift signals. It serves as a setup and expectations tool… (research profile)
  • EMMA — EMMA is the official public transparency platform for the U.S. municipal-securities market. It brings together disseminated trade prices, offering documents, continuing disclosures, credit ratings, issuer information,… (research profile)
  • European Central Bank (ECB) — Statistics & Data — European Central Bank Statistics & Data is the official ECB source for euro-area statistics, policy rates, FX reference rates, yield curves, inflation, macro indicators, downloads, and SDMX API access. It is useful when… (research profile)
  • FinancialJuice — FinancialJuice is a live market news and squawk service for traders who need fast audio headlines, real-time text updates, macro calendar context, and market-moving event alerts across equities, rates, FX, commodities,… (research profile)
  • FOIAsearch — FOIAsearch is a free SEC FOIA log search and alert product for investors, journalists, short sellers, and investor-relations teams watching for regulatory or reporter attention around public companies. It is strongest… (research profile)
  • FRED (Federal Reserve Economic Data) — FRED (Federal Reserve Economic Data) is the free macroeconomic time-series database from the Federal Reserve Bank of St. Louis, used by students, investors, analysts, quants, and product builders who need trusted… (research profile)
  • FXMacroData — FXMacroData is a real-time macroeconomic and central-bank data API for FX traders, quants, developers, and analysts who need timestamped releases, rates, yields, calendars, COT data, FX spot data, dashboards, MCP tools,… (research profile)
  • Godel Terminal — Godel Terminal is a web-based, command-line-style financial terminal for investors and research teams that want real-time quotes, fast news, SEC filings, financial statements, options chains, institutional holders,… (research profile)
  • Hong Kong Exchanges and Clearing (HKEX) — HKEX is the official Hong Kong exchange source for listed-company announcements, HKEXnews filings, corporate calendars, market alerts, delayed public quotes, and licensed market data services. It is strongest when… (research profile)
  • InsideArbitrage — InsideArbitrage is a paid event-driven investing research platform for merger arbitrage, insider transactions, spinoffs, buybacks, CVRs, tender offers, activist campaigns, and other special situations. It combines… (research profile)
  • MarketScreener — MarketScreener is a broad global market news and stock research portal with quotes, watchlists, screeners, charts, calendars, analyst data, company financials, transcripts, ESG ratings, insider data, newsletters, and… (research profile)
  • MarketWatch — MarketWatch is a Dow Jones financial-news and consumer market-data portal for stock market news, quote pages, watchlists, screeners, calendars, BigCharts, options chains, fund research, rates, newsletters, and paper… (research profile)
  • MSN Money — MSN Money is a free, ad-supported Microsoft finance portal for market news, stock quotes, watchlists, company pages, earnings calendars, funds, and basic personal-finance tools. It is built for casual monitoring and… (research profile)
  • Oilprice.com — Oilprice.com is an energy-market news and data hub for oil prices, crude blends, rig counts, commodity context, and energy-sector analysis. It is useful for macro and commodity monitoring, while premium access is… (research profile)
  • Reuters — Reuters is a global news source with dedicated Markets coverage, company pages, delayed quote data, newsletters, mobile alerts, watchlists, and LSEG-sourced financials and key metrics. It is best for trusted news flow… (research profile)
  • SEC.gov (EDGAR) — SEC.gov EDGAR is the official free source for U.S. public-company filings, fund filings, insider forms, 13F reports, full-text filing search, RSS feeds, bulk archives, and no-key public JSON APIs. It is the baseline… (research profile)
  • Seeking Alpha — Seeking Alpha is a stock research and investment news platform for investors who want market news, contributor analysis, Quant Ratings, analyst ratings, portfolio alerts, screeners, and earnings transcript research in… (research profile)
  • StockAlert Pro — StockAlert Pro is an alert-first stock and ETF monitoring platform with configurable alerts, watchlists, AI equity reports, API keys, webhooks, SDKs, and integrations. It is useful when investors or builders need… (research profile)
  • The Earnings Watcher — The Earnings Watcher is a lightweight earnings-alert service for U.S.-listed stocks, with paid Pro access adding broader 6 Signals history and trend views. It is best for keeping earnings events and basic… (research profile)
  • The Wall Street Journal (WSJ) — The Wall Street Journal combines premium business journalism with a Market Data Center for quotes, calendars, company pages, analyst estimates, ratings, dividends, and market statistics. It is best for news-led market… (research profile)
  • Trading Economics — Trading Economics is a macro and markets data platform for browsing economic indicators, calendars, forecasts, market data, company financials, news, ratings, and corporate events, with paid REST API, WebSocket,… (research profile)
  • U.S. Bureau of Economic Analysis (BEA) — The U.S. Bureau of Economic Analysis is the official free source for U.S. economic accounts, including GDP, personal income, PCE inflation, industry data, international accounts, regional data, interactive tables,… (research profile)
  • Visualping — Visualping is a website-change monitoring and alerting platform that investors, compliance teams, and analysts can use to watch regulator pages, investor-relations pages, pricing pages, competitor pages, and other web… (research profile)
  • Yahoo Finance — Yahoo Finance is the familiar free market portal for quotes, business news, watchlists, portfolios, charts, screeners, and basic company research. It works best for mainstream investors who want a quick read on markets,… (research profile)

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📊 Research and Valuation

  • 13F Insight — 13F Insight is an SEC-filings intelligence platform for investors who want to track institutional 13F holdings, Form 4 insider trades, 13D/G ownership, watchlists, smart-money alerts, and AI answers grounded in filing… (research profile)
  • Ahrefs — Ahrefs is an SEO and marketing intelligence platform that investors can use as alternative data for digital businesses, marketplaces, publishers, SaaS companies, and consumer brands where search visibility and web… (research profile)
  • AlphaResearch — AlphaResearch is an AI-powered stock research platform for searching filings, transcripts, press releases, reports, notes, fundamentals, estimates, news, insider transactions, institutional ownership, and fund holdings.… (research profile)
  • AmiBroker — AmiBroker is a Windows desktop technical analysis and trading-system development platform for advanced traders and quants who want AFL scripting, charting, scanning, portfolio backtesting, optimization, Monte Carlo… (research profile)
  • Asset Allocation Interactive (AAI) — Asset Allocation Interactive is Research Affiliates’ free capital-market-expectations and portfolio-construction tool for investors, advisors, and analysts comparing long-term expected returns across asset classes. It… (research profile)
  • Barchart cmdtyView — Barchart cmdtyView combines exchange-traded futures data, physical commodity pricing, charting, news, analytics, economic data, and connected commodity workflows. It is designed for commercial, agricultural, energy,… (research profile)
  • Calcbench — Calcbench is a professional SEC filing, XBRL, financial statement, disclosure, and Excel research platform for analysts who need traceable as-filed numbers, standardized accounting metrics, footnotes, redlines, proxy… (research profile)
  • ConsumerAffairs — ConsumerAffairs is a consumer-review and buyer-guide site that can help investors and operators read reputation, complaint, and product-experience signals around consumer-facing companies. It serves as qualitative… (research profile)
  • Damodaran - Cost of Capital by Sector (US) — Damodaran - Cost of Capital by Sector is a free NYU Stern industry WACC table for analysts who need a credible sector baseline for DCF models and cost-of-capital work. It provides beta, cost of equity, cost of debt,… (research profile)
  • Damodaran Online (NYU Stern) — Damodaran Online is Aswath Damodaran's free NYU Stern valuation resource for investors, students, and analysts who need downloadable datasets, valuation models, equity risk premiums, country risk premiums, betas,… (research profile)
  • Frost & Sullivan — Frost & Sullivan is a premium analyst research, market intelligence, and benchmarking provider for strategy, corporate development, product, and investment teams that need industry reports, Frost Radar studies, economic… (research profile)
  • GeminIQ — GeminIQ is a browser-based U.S. public-company research platform built around as-filed SEC financial statements. It combines XBRL-traceable 10-K and 10-Q data with calculated metrics, interactive visualizations,… (research profile)
  • Glassdoor — Glassdoor is an employee reviews, salary, jobs, and employer-branding platform that investors can use as alternative context on culture, hiring, retention, compensation pressure, employer reputation, and workforce… (research profile)
  • Google Trends — Google Trends is a free search-interest research tool for investors, operators, marketers, and analysts who want to monitor attention, demand proxies, brand momentum, consumer themes, and news-driven spikes across… (research profile)
  • Journalytic — Journalytic is an investment journal and decision-process analytics workspace for investors who want to record ideas, thesis changes, checklists, predictions, moods, self-contracts, and postmortems in one place. It is… (research profile)
  • LIQN — LIQN (Liquidation Nation) is a factor-first market intelligence workspace for reading which themes and behaviors are working across 5,000+ stocks, what regime surrounds them, and what may move them next. Its unusual mix… (research profile)
  • MacroMicro — MacroMicro is a global macro and market analytics workspace for investors who want economic cycle charts, macro dashboards, ETF tools, institutional holdings views, COT flow, event calendars, correlation charts,… (research profile)
  • MarineTraffic — MarineTraffic is a global AIS vessel-tracking platform for monitoring ships, voyages, ports, route forecasts, custom areas, alerts, historical tracks, and maritime data APIs. Investors can use it as shipping, commodity,… (research profile)
  • Marketgenius — Marketgenius is a free, mobile-friendly stock heatmap and lightweight stock dashboard site for quick visual discovery. It focuses on major U.S. index heatmaps, superinvestor portfolio heatmaps, simple stock… (research profile)
  • MoatMap — MoatMap is an AI stock screening and equity research tool with Quality, Value, and Momentum scoring, AI deep dives, insider-trade tracking, portfolio X-Ray, macro regime context, AI Top Picks, and investor-lens checks.… (research profile)
  • Multpl — Multpl is a free reference site for long-run S&P 500 valuation, earnings, dividends, Treasury rates, real yields, CPI, inflation, GDP, population, and income charts. It is useful for quick macro and index-valuation… (research profile)
  • Observatory of Economic Complexity (OEC) — The Observatory of Economic Complexity is a trade-data and economic-complexity platform for exploring countries, products, industries, exports, imports, rankings, and trade relationships through rich visualizations and… (research profile)
  • okama — okama is a free open-source portfolio analytics toolkit with web widgets, a REST API, and a Python library for efficient frontiers, risk metrics, Monte Carlo simulations, cash-flow modeling, and historical market or… (research profile)
  • OptionCharts — OptionCharts is a web-based options analytics workspace for visualizing strategy payoff, Greeks, implied-volatility skew, expected moves, gamma and delta exposure, contract history, and market-wide options trends. It is… (research profile)
  • QuantConnect — QuantConnect is an algorithmic trading platform built on the open-source LEAN engine, connecting research, backtesting, cloud deployment, broker integrations, and live trading. It is built for technical Python or C#… (research profile)
  • Quartr — Quartr is a qualitative public-market research platform for earnings calls, real-time transcripts, filings, reports, slide decks, analyst estimates, AI chat, and investor-relations data. The mobile app is useful for… (research profile)
  • Relative Rotation Graphs® (RRG Research) — Relative Rotation Graphs from RRG Research are specialized visual tools for comparing relative strength and rotation across securities, sectors, asset classes, currencies, crypto, or custom professional universes. The… (research profile)
  • Roic AI — Roic AI is a financial data, stock research, and API platform for investors and developers who want company financials, transcripts, news, screeners, exports, spreadsheet endpoints, AI research assistance, and MCP or… (research profile)
  • Semrush — Semrush is an SEO, marketing intelligence, website traffic analytics, and AI search visibility platform that investors can use as alternative data for search-dependent companies, publishers, agencies, ecommerce, SaaS,… (research profile)
  • Sensor Tower — Sensor Tower is a sales-led mobile app, advertising, gaming, web, and audience intelligence platform for analysts who use app downloads, usage, revenue estimates, ad creatives, audience behavior, and web/app trends as… (research profile)
  • Similarweb — Similarweb is a digital intelligence and website traffic analytics platform for researching web traffic, app usage, keywords, referrals, competitors, companies, technologies, and online market share. For investors, it… (research profile)
  • Social Blade — Social Blade is a social-channel analytics site and API for tracking public creator statistics across YouTube, TikTok, Twitch, Instagram, Facebook, and X/Twitter. It has large branded and YouTube analytics demand,… (research profile)
  • StockInsights.ai — StockInsights.ai is an AI equity research assistant for filings, earnings calls, transcript summaries, 8-K categorization, SEC filing dashboards, watchlist alerts, APIs, and custom research workflows. It is useful for… (research profile)
  • Total Real Returns — Total Real Returns is a free web tool for charting real purchasing-power returns and nominal total returns with dividends reinvested. It is strongest for investors who want a fast visual answer to how stocks, ETFs,… (research profile)
  • TradingView — TradingView is a chart-first market analysis platform for traders who want powerful charts, screeners, alerts, Pine Script, paper trading, and broker-connected trading across many asset classes. It is strongest when… (research profile)
  • Trefis — Trefis gives investors interactive, driver-based stock valuation models that show how business assumptions can move an estimated share price. It is strongest for explainable scenario work and public company pages, with… (research profile)
  • TrendSpider — TrendSpider is a paid, browser-based analysis and automation platform for active traders who want automated technical analysis, multi-timeframe scanning, strategy testing, alerts, bots, AI tools, and alternative data in… (research profile)
  • Visible Alpha — Visible Alpha, now part of S&P Global Market Intelligence, is an enterprise consensus and model-derived data platform built from full sell-side analyst models. It is useful for line-item estimates, segment/KPI… (research profile)
  • Visual Capitalist — Visual Capitalist is a publisher of data-rich infographics and explainers covering markets, commodities, technology, macroeconomics, and global business themes. It is strongest as visual context for research and… (research profile)
  • Winus — Winus is an AI-assisted financial research workspace for stock, market, macro, and cross-asset analysis. It is best evaluated as a source-traceable research assistant for finance professionals, not as a broker,… (research profile)

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