Screeners and charts

A screener narrows thousands of stocks to a short list that meets your rules, such as a valuation range, a growth rate or a dividend history. A charting tool shows how a price or a measure has moved over time. The tools here do one or both, and most offer a free tier with limits.

Screeners differ in their data more than their interfaces. Ask how many years of history each one keeps, which exchanges it covers, how it treats adjusted versus reported figures and how quickly it updates after earnings. A screen built on stale or inconsistent data gives a confident-looking list that is wrong.

Charting tools range from simple price charts to full platforms with hundreds of indicators and their own scripting languages. Some also host communities where users publish chart ideas. Those ideas are personal views, and several of these platforms can connect to brokers for trading; this directory lists them for research and charting only.

AI features are starting to appear here too, mostly as plain-language screen builders and summaries of a chart or a company. They can speed up setup, but check the filters they create, since a wrongly read rule changes the whole list.

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7 AI research tools for investors in screeners and charts

Finviz

Stock screener and market map for U.S. equities, with filters on fundamentals and technicals and a paid real-time tier.

  • Free plan or free tier

TradingView

Charting platform and investor community with screeners, custom indicators and charts for stocks, funds and other markets.

  • Free plan or free tier
  • Mobile app

Koyfin

Financial data and charting platform with dashboards, screeners, fundamentals and fund data, aimed at investors and advisors.

  • Free plan or free tier

Stock Rover

Research and screening tool with deep fundamental history, custom screens and portfolio analytics for long-term investors.

  • Free plan or free tier

Barchart

Market data site with quotes, charts and screeners for stocks, options, futures and commodities.

  • Free plan or free tier
  • Mobile app

Stock Analysis

by StockAnalysis.com

Free site with financial statements, statistics and a stock screener, laid out in plain tables that are easy to scan.

  • Free plan or free tier

GuruFocus

Value-investing research site with screeners, valuation data and filings from well-known fund managers.

Write your rules down before you open a screener. A screen built by adjusting filters until the list looks interesting tells you more about the filters than about the companies. Decide what you are looking for, such as profitable companies with low debt in one sector, and keep the rules stable so results can be compared over time.

Save and date your screens. When a company drops off a list, it helps to know whether its numbers changed or the data provider revised them. Some tools keep a history of past results; with others, export the list and keep a copy.

For charts, keep the settings simple until you know why you need more. Adjusted price history, a log scale and a consistent time range explain a lot, while stacking many indicators adds noise more often than insight. Check whether prices are adjusted for dividends as well as splits, since total return charts tell a different story from price charts.

A screen is a starting point for research. Read the filings of anything that makes your list before you act on it, and remember that nothing on this page is investment advice.

Questions about screeners and charts

Which screeners are free?

Several tools here have free tiers, including Finviz, TradingView, Koyfin, Stock Rover, Barchart and Stock Analysis. Free tiers usually limit history, filters, saved screens or real-time data.

Why do screener results differ between tools?

Each tool uses its own data provider, update schedule and definitions. A measure such as EPS can be adjusted or reported, trailing or forward. Check the definitions before comparing lists.

Can I trade from these charting tools?

Some platforms connect to brokers, but EPSIndex lists them only for research and charts. If you trade, read the broker's terms separately and remember that nothing here is investment advice.

Are AI screen builders reliable?

They are useful for setting up a screen from a sentence, but they can misread a rule. Open the filters they create and check each one before you trust the results.

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