Having the right data at your fingertips is critical for fundamental investors.
But unfortunately for many, accessing high quality tools for stock research or financial data can cost upwards of $1,000 per year.
That's why we've put together this list of the 5 best free tools for investors today.
Here's a quick glimpse at each one and what makes them great:
1. Fiscal.ai - Best Overall
Fiscal.ai is the complete stock research platform for investors.
Between its customizable dashboards, comprehensive financial data, intuitive charting, and much more, Fiscal.ai is a true “home screen” for investment research.
Financial Data & Charting:
Fiscal.ai is the only platform on the internet that provides up to 10 years of financial data on 100,000+ stocks for free users!
That includes data from the income statement, cash flow statement, balance sheet, and even ratios (P/E, Dividend Yield, Gross Margin, etc). Additionally, Fiscal.ai provides unique, company-specific Segment & KPI data on more than 2,200 companies. That means investors can track metrics like:
Amazon’s Cloud Revenue ☁
Starbucks Same-Store Sales Growth ☕
Google’s YouTube Revenue 🖥
And literally millions of more data points.
Not only does Fiscal.ai have best-in-class financial data coverage, but it pairs that with an intuitive charting tool that lets users compare multiple companies head-to-head across thousands of different metrics.
Dashboards:
On Fiscal.ai, free users get a fully customizable dashboard where they can track all their positions.
Fiscal.ai has 100,000+ Stocks and ETFs to choose from, and more than 1,000 different metrics to organize your portfolio/watchlist by.
The Fiscal.ai dashboard also includes:
Real-time stock prices
Portfolio statistics & pie chart
Company notifications
Curated News Feed
And much more!
Additional Resources:
Beyond being the best tool for Data and Charting, Fiscal.ai provides tons of other free resources to help in the investment research process. These include:
Investor Relations - Earnings Calls, Transcripts, Slides
Company Events & Conferences
Stock Screener
DCF Templates
AI Copilot
Hedge Fund Letters
2. The Motley Fool - Best for Stock Research & Earnings Summaries
The Motley Fool is a fantastic resource for opinionated stock research and company-specific articles.
Their team of analysts publishes hundreds of free articles every day to help readers stay informed on what’s happening with individual companies.
These articles can range from long-form opinionated pieces on a stock’s future to simple earnings summaries
The Motley Fool also has many paid services that regularly recommend stocks to their subscribers.
The most notable of these paid services is Motley Fool Stock Advisor which was initially the recommendation service of its two founders Tom and David Gardner. Stock Advisor has a sterling track record of finding and holding great performing stocks over multiple decades.
3. StockAnalysis.com - Best for Screeners & Stock Lists
Stock Analysis is a great website for free stock information for regular investors.
Stock Analysis offers a broad set of the critical stock research tools that investors need in their workflow. This includes up to 5 years of financial data on more than 100,000 global stocks, as well as an intuitive charting tool to perform technical analysis.
But where Stock Analysis really stands out is in its Stock-Screener and Preset Stock Lists. Both of these features help investors easily discover new stocks to research further.
Stock Lists:
Stock Analysis has hundreds of dynamic Stock Lists that change every day based on which companies meet their particular parameters.
For example, they have lists based on:
Market Cap Groups
Industries
Exchange
Index
Stock Performance
And much more!
Screener:
Stock Analysis also has a great screening tool that allows investors to set their own parameters to find the stocks that best meet their specific criteria.
With the Stock Analysis screener, investors can select from up to 272 different filters to narrow down the characteristics they're looking for in an individual stock.
4. TradingView - Best for Technical Analysis
For experienced traders focused on technical analysis, TradingView’s free tier can be a wonderful resource.
TradingView allows users to chart up to 7 years of Financial data on its free tier and it offers a wide breadth of drawing/annotation capabilities as well as pre-built indicators.
TradingView has easily one of the best user interfaces of any trading tool on the internet. This is great for experienced traders, but admittedly, could be intimidating for beginners.
5. Yahoo Finance - Best for News
Yahoo Finance has been one of the most popular free stock research websites for more than two decades running.
While they offer some basic financial data and tools for users, where Yahoo Finance still thrives is with its Newsfeed.
Yahoo Finance aggregates and redistributes thousands of news articles per day from other financial websites and analysts. This makes it a great tool if you’re just looking to get up to speed on the latest news and sentiment around a certain stock.
Summary:
There are tons of resources available to investors today but sorting through which ones will provide you real value (and not cost a fortune) can be difficult.
Ultimately, the tools that will be the best fit for you depend on the type of investor you are.
If you're a fundamental investor, I think Fiscal.ai has all the features and data you need to be your all-in-one research platform.
If you're looking to get up to speed on new stocks through opinionated articles, The Motley Fool would be your best option.
If you're looking to discover new stocks or investments through screeners and stock lists, I'd recommend Stock Analysis.
For technical analysis, I'd recommend TradingView, and for real-time news, I'd go with Yahoo Finance.
All these tools provide powerful free features for their users and can help all investors level-up their research process.