Hi 👋

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

And what functionality from there?

Most "best tools" lists in this space are either outdated by a year or written by someone who trialed something for a week. I've put real time into each of these, so here's where I actually land

tikr: Strongest for historical financials, especially segment-level data across business divisions. If you're analyzing a conglomerate or a business where consolidated numbers paper over what's happening underneath, being able to pull margin trends at the division level going back a decade changes the quality of the analysis. Dense interface but it clicks into place once you're inside it.

koyfin: Best for custom dashboards and sector-wide comparisons. More useful as a first-pass layer than a deep-dive instrument. Strong for macro overlays and cross-sector work, less compelling when you're trying to build real conviction on a single name.

valuesense: The dcf and intrinsic value tooling is the core draw. It's built specifically around value investing methodology and you can feel that in what the platform prioritizes and how the data is structured. Focused scope rather than broad coverage which I think is a strength not a limitation mostly

stockanalysis: Completely free and frankly better than most paid tools for clean financial statement access. No real modeling capability but for income statement, balance sheet, and cash flow trend reading it's hard to beat at zero cost

openinsider: Aesthetically rough but the insider transaction data is free and it surfaces a signal that standard screeners leave on the table entirely

None of these replace judgment obviously but doing serious fundamental research without structured data access is just adding friction to your own process for no reason.

Zacks? Morning Star? Anything else?

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!

What or which platform do you use for analysing stocks?

Where do you get accurate information, such as free cashflow, revenu, etc?

I'd like to open up the topic of which platforms users of this subreddit use to analyze and study companies, and why.

I personally use TIKR and pay for the Plus plan.

I'm reading your comments.

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.

Title.

Thanks.

Has anyone ever used tikr? I checked out the free version and its cool but was wondering if its worth paying for? At least the first tier of paid services.

If not, if you had to pay for a service as a retail investor, which would you choose? If you already using one , which is it? Thanks!!

Dear community,

I would like to find out resources (web pages or apps) that provide detailed information about companies. I would like to get a bit more active with trading and not just investing in ETFs.

For that I want to study a bit a company before deciding to invest. For a company I need info to check the ratio between share price and the reported annual profit (to see if the company is overrated or not) and also get info about their debt (I would avoid companies that have say 3-5 times more debt than their reported profit).

Could you please share with me such resources where I can get at least info about the annual profits & debt of a company? My online broker doesn't offer this info.

I have been getting into investing for the last couple of months and am interested in know which sites do you guys use, free or paid. I will start with mine

Tikr - I think this is the best site that I use, it has transcripts, financial historical data, balance sheets, estimates and a whole lot of other stuff.

Yahoo finance - I use this mainly for news and getting ideas about stocks to look into.

Simply Wall Street - This site presents the data in a really easy to digest way, but I found the screener to not be so good.

QuickFS - A pretty basic site that shows a lot of financial data, cash flow statements and the like for the past 10 years.

Zacks - At first I looked at this one a lot because of the Zacks rank, which is supposed to help give a quick overview about the company, but in my opinion it doesnt make sense a lot of the time.

hey! just want to see what people use to gather their investment related info, and see if i can benefit from some new info source that i'm not aware of.

feel free to mention something that someone has already mentioned, just to gauge interests. 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?

I'm attempting to build the "Bloomberg for Retail Investors" and would love to get some eyes on the platform. Currently the site visualizes KPIs, fundamentals, and segmentation of certain line items for public companies. This will be completely free for the indefinite future. Check it out and please let me know if you have any thoughts: mainstreetfinancialdata.com

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!

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!