Hi folks. I'm looking for a Koyfin alternative. I really like it but in their dashboard / normalised performance chart, there isn't a line for the portfolio, so I can't see the general portfolio performance. Wondering if anyone knows of any other cost effective portfolio management website / tool out there, that isn't priced for institutions, like BBG or Eikon.

Thanks.

We've been using Bloomberg for a couple years, but we're a two-person team with a limited budget. What are some cheaper alternatives? We need features like real time pricing, equity screening, portfolio analytics (attribution, Sharpe ratio. etc), historical info (e.g. graph of P/E ratio over 10 years). Any comparable options out there?

Hi 👋

What paid tools/serivces do you use? I mean, paid membership on Morning Star/Seeking Alpha/etc.

And what functionality from there?

Hey all, since Koyfin 3.0 I find the app too complex to use, I'm sure it's great for power users but the Koyfin of 2019 is closer to what I want. Can anyone recommend something that is less robust?

Hey everyone!

If you're looking for a free and easy investing research platform, I stumbled across this one. It's honestly pretty great even though it's still in Beta: https://www.bavest.co/

The company is from germany.

I've been looking for a "one stop" platform to use for researching, alerts, charts etc. - comparable to the good old Bloomberg Terminal where it's "everything in one place" - but I'm way out of that "league" in terms of cost.

Until now, I've been trying out TradingView, Unusual Whales, Bloomberg, my broker also shows some of the info but it's on a "meh" level

Right now, I've been trying out Benzinga Pro and it looks really nice but it's fairly costly if you want the full range of benefits. But! One main drawback I find, is that it seems that a LOT of the articles are just AI - many of the have the same kind of phrasing and it seems that some of it is more aimed at getting retail to become bag holders than actual, solid advice on investing. Especially the analyst price targets - but that's maybe due to having seen ridiculously low price targets for GME for 3 years that have NO place in reality haha

I don't want "get rich quick"-clickbaity stuff and I need it to cover both stocks, ETFs, options and futures.

Can I ask a ) if you have a suggestion as to what platform would be something for me to look at and b ) what you guys are using for researching trades ?

Curious to know what tools or services people consider the absolute best for investing. Whether it's for researching stocks, managing portfolios, or staying updated on market news—what’s your go-to?

I’m particularly interested in tools that help you identify and track businesses you fundamentally believe will grow over time, not just those driven by valuation or short-term price trends. Let me know your favorites!

Hey Reddit Fam!

Curious if anyone has come across an investment research platform or app that is specifically focused on long-term investing? Most platforms focus on the most recent changes rather than long-term views. I typically have to download financial data to calculate long term metrics that I like to track.

Some example metrics:

Key Financials

• Revenue (last 3–5 years)

• Net Income (last 3–5 years)

• EPS (TTM & forward estimates)

• Free Cash Flow

• Debt-to-Equity Ratio

• Return on Equity (ROE)

• Gross Margin & Operating Margin

Growth Metrics

• Revenue Growth (3–5 years)

• Earnings Growth (3–5 years)

• Free Cash Flow Growth (3–5 years)

Would appreciate any recommendations!

In this time of limited access to Bloomberg terminals while working from home, I've found Koyfin and Atom Finance to be really useful in getting company financial data.

They definitely don't have the full functionality of a BBG terminal, but it gets pretty good stuff and is free at the moment!

Why did you guys choose it? And, if possible, why did you almost go with something else?

Looks like an interest tool, especially for anyone who's into more active investing or just economic tracking. Would love to hear your guys' thoughts

Are there any good free (or low cost) resources for getting up-to-date company financials without having to manually scrape everything from reports? I don't just mean historical price data but factors such as price/earnings, ev/ebitda, dividend yield etc. I know Bloomberg has that stuff but it's like $20K+ for an annual subscription.

Hi there,

Just curious what people are using for investment or portfolio analysis. I'm currently using Kwanti, which is fine however it has increased in cost by a whopping 80% since I launched in 2019, without implementing any additional features or perks. At least none that I use or find valuable.

What are y'all using in this space?

I'm curious how others approach it when digging into a new company. Do you stick to one main platform, or jump between a few? How does your workflow usually look when you’re trying to understand fundamentals?

I created an account today on atom.finance but I can't find data for VWCE, AGGH, etc. There is data for US ETFs though. Looking at Koyfin I see from [here](https://www.koyfin.com/data-coverage/etfs/) that the situation is the same over there.

Is there any similar resource as these for a EU investor?

Hello, I currently have access to Ycharts, Koyfin, and Atom Finance for my market research. I was reading about Money.net. Does anyone have experience with that product? How does it compare to what I currently have access to and would you recommend switching over? Thanks!

When my powers of ADHD and Vyvanse combine I become.... Captain Bookmark.

Wanted to post these two review sites up top. A lot of the websites listed in this post have been reviewed by Day Trader Review and Trading Review

I have a lot to work through so I'm going to edit through this list over time. Feel free to check back in.

Disclaimer: I don't regularly visit all these and haven't tried all the paid services. These are just things I've come across and thought would be useful.

I used affiliate links for a few and have denoted them with an (A).

NME "not much experience" in using the site/app personally.

$ - means at least one of the offered subscription plans is $15 or less per month.

My most visited:

My Broker and referal if you'd like to sign up (up to $200 in stock when opening a new account at the moment): TastyWorks

Webull Get up to 100 free fractional shares when you sign up

Most of these have a number of utilities including screeners, TA, and FA. I use these daily.

Simply Wall St - Free version, $ subscription, and free trial. "Unique, exhaustive analysis on every listed stock worldwide at your fingertips. Save countless hours trawling through reports and remove emotion from your decisions."

Wall Street Zen - Free "We use intuitive data visualizations and automated stock analysis to help you understand a stock's fundamentals within minutes, even if you don't have a finance background."

DOCOH - Free, Free Trial, Subscription. Great all-in-one overview site.

Wallmine - (A) Free and subscriptions. An all in one overview site.

Koyfin - Free. An all-in-one overview site.

Chart Mill - (A) Freemium (free trial followed by monthly stipend of credits to use on various stocks. You can buy more credits, get a subscription, or wait a month.) I love the TA and set-up rating.

Stock Target Advisor - Free, Free Trial, $ Subscriptions. Fundamental Analysis and price target history.

Tip Ranks - Free (pretty limited), free trial, subscriptions. I mostly use it for a quick comparison of price targets listed on other sites.

Swing Trade Bot - Free, Free Trial, $ Subscriptions. Great TA

Whale Wisdom - Free, $ Subscriptions. See where the whales are putting their money.

Finbox (A) - Free, $1 Trial, $ Subscriptions. Another all-in-one overview site

Hype Equity - Free. Redditor made. Measures social media sentiment and some TA.

Optionistics - Free. Options calculators and stock screener.

Stock Invest - (A) Free, Free Trial (Requires CC), Subscriptions. An all-in-one site that I mostly use for TA and their rankings. May be a good option for Non-US based traders.

Stock Rover - Free, Free Trial, Subscriptions. All-in-one overview. Quickly displays growth rates.

Free (Mostly) Screeners & Tools

Quiver Quant - Free. Awesome resource for seeing market activity of government officials, consumer interest, ownership, corporate flights and more.

Ino - Free, $1 Trial, Subscription - NME

Bar Chart - Free, Free Trial (CC required), Subscriptions. It's a chart and it's got bars on it!

FinViz - Free, Subscription. I'm sure most of you have used or at least heard of Fin Viz. This is a link to their screener set up for unusual volume.

Macro Trends - Free. Historical trends and screeners for the long term investors among us.

Unbias Stock - Free. Social Media sentiment scanner. Redditor made.

Zack's Sceener - Free, Subscriptions. Zacks is a well known site with a lot of information.

Short Squeeze - Free, Subscriptions. Information on shorted stocks. NME

Stonk Whispers - Free. Scans for stock mentions on Reddit.

ETF - Free. Research and learn about ETFs. NME

Earnings Whispers - Free. Earnings calendar and estimated results.

Trading View - (A) Free, free trial, $ subscriptions. Nice charts and lots of utilities.

Tiingo - Free, $ Subscriptions. All-in-one overview and tracking site. NME

Atom Finance - $1 Trial, Subscriptions. NME.

Alpaca Data API - Free. Real-time stock market data API. NME

Market Stack - Free, Subscriptions. EOD Data API (free) and real-time stock data API (sub). NME

Ninja Trader - Free, Subscription. Real-time stock data API. NME

Lazy FA - Free, $ Subscription. Fundamental Analysis for the lazy.

Intellicharts - Free, Subscription. Downloadable software with paid sub for stock forecasting. NME

Swaggy Stocks - Free. Redditor made resource with some fun utilities. Particularly the Theta Gang page.

Stock Comps - Free. Compare how investments would have performed against each other.

FD Scanner - Free, Subscriptions. If it wasn't clear from the name it's Redditor made. Scans for undervalued/overvalued options.

Norn Stock Screener - Free. NME

Unusual Whales - (A) Free, Subscriptions. Name is fairly self explanatory. NME but I believe it's Redditor made. May be mistaken.

MarketBeat IPO lock up calendar - Free

MarketBeat Upcoming Stock Splits - Free

Track Tak - Free. Automated Discounted Cash Flow calculator. Based on Aswath Damoradan's (NYU Finance professor) models. Requires some manual input. NME

Paper Trading Trending Analysis Scrapers - Free Google Sheet.

Ziggma - Free. All in one portfolio tool.

Personal Capital - Free (I think?). It's like Mint but with some investing elements. NME

J Stock - Free. Open source portfolio management software.

Portfolio Visualizer - Free, Subscriptions. See how your portfolio performance, create custom portfolios, run simulations.

Pro Real Time - Free, Subscriptions. Stock, futures, forex software screener. You can link your broker (or use them as broker??) and trade in the software. Based in Europe. NME.

Stock Fetcher - Free(?), $ Subscriptions. Stock scanner. NME.

Paid Tools

Options Samurai - 2 week free trial, Subscriptions. A variety of Options scanners. I just finished my 2 week trial and enjoyed my time. I'd like to find a more affordable/free alternative.

FINLO - 1 week free trial. Redditor made. Overview, fundamentals, sentiment tracker.

Quant Share - Week free trial, Subscriptions. Stock simulator software. NME

Scanz - (A) Week free trial, Subscriptions. A variety of real time scanners and screeners. I liked their breakout scanner and news feed during my trial period.

Past Stat - Week free trial, Subscriptions. Stock screener with trading odds. NME.

Trader Sync - Week free trial, Subscriptions. Trading Journal software. NME

TC2000 - $ Subscriptions. Charting and screening software. Can link your broker and trade through the program. NME

CC Required for trial

Market Chameleon - Week free Trial, Subscriptions. Real time Scanner/Screener. NME

My Wallst - Very limited free version, $ Subscriptions. Investment tools, education, stock picks. NME

Trend Spider - Subscriptions. Technical Analysis software. NME

https://www.gorillatrades.com/home

https://www.vectorvest.com/products/

https://pro.benzinga.com/

https://www.mometic.com/

https://stockcharts.com/

News and Info

https://seekingalpha.com/

https://finance.yahoo.com/portfolios/

https://www.google.com/finance

http://finra-markets.morningstar.com/MarketData/Default.jsp

https://www.philstockworld.com/

https://www.marketwatch.com/

http://aswathdamodaran.blogspot.com/

https://www.stocktitan.net/news/fda-approvals.html

https://humbledollar.com/blog/

https://www.analystratings.com/articles/category/top-market-news/

https://mule.substack.com/

https://blog.jonasneubert.com/

https://www.theartofsimpletrading.com/

http://thepatternsite.com/

https://nftrh.com/

https://vantagepointtrading.com/

https://abnormalreturns.com/

https://www.terrystips.com/blog/

https://financhill.com/most-heavily-shorted-stocks-today

https://www.stocktrak.com/

https://spactrack.net/activespacs/

https://stockmarketmba.com/pendingspacmergers.php

https://ark-funds.com/investor-resources

https://www.electronicdesign.com/

https://s3.amazonaws.com/content.stockpr.com/ldmicro/files/pages/ldmicro/db/260/description/LD+Micro+Index+Feb+2021.pdf

https://www.breakthroughenergy.org/investing-in-innovation/bev-portfolio

https://www.semiconductors.org/wp-content/uploads/2020/12/Automotive-Semiconductor-Trends-and-Outlook_Richard-Robinson.pdf

https://beta.optionalpha.com/handbook

http://smbcap.com/careers/

https://optionstradingiq.com/

https://www.technicalanalysisofstocks.in/daytrading.html

https://old.reddit.com/r/options/comments/8qfs14/options_book_list_review_of_all_books_that_helped/

https://www.optionsplaybook.com/options-introduction/

Spreadsheets & DIY

https://old.reddit.com/r/stocks/comments/cpu1j7/ive_recently_got_into_stocks_and_created_a/

https://docs.google.com/spreadsheets/d/10MRjupIWNNAO4fdKkgW9QM_IUpPrduHtKz_JiS8JUUA/edit#gid=1116024769 by u/oldworlds

http://pages.stern.nyu.edu/%7Eadamodar/New_Home_Page/spreadsh.htm#valinputs

https://www.oldschoolvalue.com/investment-tools/stock-tracking-spreadsheet/

https://gist.github.com/uknj/266467926bb6bbf3dbb2c6e57d1c19d3

https://timeline.knightlab.com/

https://rawgraphs.io/

https://www.thebrain.com/

https://github.com/StockSharp/StockSharp

https://portfoliodb.co/

https://www.graphvega.com/

https://medium.com/the-innovation/basic-interactive-stock-analysis-template-286f06973a86

https://app.safetyculture.com/template-editor/template_f7824be3135347bb9bd8f056f1613680?step=build&holisticOnboarding=true

http://storyline.knightlab.com/

https://github.com/fmilthaler/FinQuant

https://github.com/brandonhenry/TradeWithMe

Hi everyone,

I’m looking for a tool to access company financials. I know there are plenty of options out there, like Yahoo Finance and Seeking Alpha, but most free versions have limited data.

I’m considering getting a subscription, but I’m not sure which one to choose. Do you have any recommendations? Which tools are you using, and would you suggest them?

Also, if you know of any good free tools, I’d love to hear about them.

Thanks in advance!