Discover the best free and paid tools for stock research

Updated: Aug 25

The following tools provide access to financial and market data as well as SEC filings and news.


Free/freemium


EDGAR - Company-reported financial and transactional data is reported to the SEC through the Electronic Data through the Electronic Data Gathering, Analysis, and Retrieval system (“EDGAR”). You can find full financials, XBRL metadata, insider transaction information, prospectuses and more. EDGAR also provides full-text search. EDGAR is free but not trivial to scrape. Refer to the Financial APIs section for programmatic resources.


Docoh - We love Docoh. Docoh is a stock research platform that provides financial data, SEC filing search, earnings transcripts, market news, stock alerts and charting. Users could also do side-by-side comparison of the company filings and set personalized email alerts. It’s all free and has a great user interface.


TIKR - TIKR is an all-in-one stock research platform. It provides financial tools like a stock screener, financial statements analysis, stock valuation metrics, ratios, charts, news, and filings.


Koyfin - Koyfin is similar to TIKR in many ways. It keeps track of financial and news data of different asset classes, including stocks, bonds, mutual funds, ETFs, and FX in real-time. It provides a unique data visualization tool that allows you to drag and drop data across asset classes and generates charts to help you make comparisons.


FINVIZ - FINVIZ includes financial news, market heat maps, comparative charts, and sector performance tools. It provides a stock screener tool that allows users to filter stocks based on a variety of indicators from fundamentals, technical and descriptive data, and it has colorful financial data displays.


TradingView - TradingView is a stock charting tool with other features including alerts, heat maps, and trading simulations. It also has a stock screener.


Tiingo - Tiingo is a stock research platform that offers financial data of more than 80,000 securities around the globe. It has a number of built-in features, including stock fundamental reports, market news, screener, custom metrics, personal portfolio and more. In addition, Tiingo also offers an API that allows you to access stock, forex, and crypto market data.



Paid


Bloomberg - The Bloomberg terminal provides financial and market data, news feeds, messaging, and trade execution services.


S&P Capital IQ - S&P Capital IQ provides more or less everything Bloomberg does without the execution services or messaging. CapIQ has more private company data and often better fundamentals data quality.


FactSet - FactSet is one of the leading providers of integrated financial information. It consolidates data on global markets, public and private companies, and equity and fixed-income portfolios and offers tools such as company and industry analysis, screener tool, portfolio analysis, risk profiles, alpha-testing, portfolio optimization and research management solutions. FactSet has limited Canadian coverage.


Eikon - Refinitiv Eikon provides real-time market data, news, fundamental data, research reports, trading, and messaging tools via an “open-technology” platform. Eikon has exclusive access to Reuters news.


AlphaSense - AlphaSense is a market intelligence platform focused on smart search. AlphaSense facilitates search of filings, transcripts, news and equity research.


 

Find more resources for investment research:


Learn more about Bedrock AI




30 views0 comments

Recent Posts

See All

These free and paid tools help you find the shady stuff at public companies. Whether it’s outstanding litigation, previous regulatory enforcement or murky corporate relationships, these resources will