Bloomberg Terminal
Desktop data, news and analytics service for finance professionals, with filings, transcripts, prices and messaging in one place.
- Earnings call transcripts
- Works with SEC filings
- Developer API
LSEG Workspace
Market data and research workspace from LSEG, the successor to Refinitiv Eikon, with news, fundamentals and analytics for professionals.
- Earnings call transcripts
FactSet
Financial data and analytics platform for investment professionals, covering company data, estimates, transcripts and portfolio analysis.
- Earnings call transcripts
- Developer API
S&P Capital IQ Pro
Company, market and sector data from S&P Global, with financials, transcripts and screening for analysts and bankers.
- Earnings call transcripts
AlphaSense
Market intelligence search across filings, earnings transcripts, broker research and expert calls, with AI summaries that cite their sources.
- Earnings call transcripts
- Works with SEC filings
- Mobile app
PitchBook
Data on private companies, venture and private equity deals, funds and investors, used by dealmakers and researchers.
- Mobile app
YCharts
Research and charting platform popular with financial advisors, covering stocks, funds and economic data with client-ready reports.
EDGAR full-text search
The SEC's free search across the text of public company filings, useful for finding a phrase in 10-Ks, 10-Qs and 8-Ks.
- Free plan or free tier
- Works with SEC filings
Quartr
App and platform for listening to earnings calls live or on demand, with transcripts, slides and reports from listed companies.
- Free plan or free tier
- Earnings call transcripts
- Mobile app
Hebbia
AI platform that reads large sets of documents, such as filings and data rooms, and lays answers out in a grid with citations.
Rogo
AI research assistant built for bankers and investors, answering questions from filings, transcripts and market data.
Seeking Alpha
Investment research site with contributor analysis, news, earnings call transcripts, dividend data and its own quant ratings.
- Free plan or free tier
- Earnings call transcripts
- Mobile app
Morningstar Investor
Research from Morningstar on stocks, mutual funds and ETFs, with analyst reports, fund data and portfolio tools.
Simply Wall St
Stock research app that turns company financials into visual summaries, with a portfolio tracker and screener.
- Free plan or free tier
- Mobile app
TipRanks
Research site that collects analyst ratings, insider trades and other signals in one place, with its own scores for each stock.
- Free plan or free tier
- Mobile app
Yahoo Finance
Free finance site and app with quotes, news, financial statements, watchlists and portfolio tracking.
- Free plan or free tier
- Mobile app
Google Finance
Free quotes, charts, news and basic financials from Google, with watchlists tied to your Google account.
- Free plan or free tier
Macrotrends
Free long-run charts of company financials, ratios and economic series, handy for seeing a decade of history at once.
- Free plan or free tier
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
GuruFocus
Value-investing research site with screeners, valuation data and filings from well-known fund managers.
Barchart
Market data site with quotes, charts and screeners for stocks, options, futures and commodities.
- Free plan or free tier
- Mobile app
Stock Analysis
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
Portfolio Visualizer
Online tools for backtesting asset allocations, running Monte Carlo simulations and analyzing factor exposure.
- Free plan or free tier
Sharesight
Portfolio tracker that records trades and dividends, reports performance and helps with tax reporting in several countries.
- Free plan or free tier
Kubera
Net worth and portfolio tracker that brings bank, brokerage, crypto and manual assets into one balance sheet.
Delta
Portfolio tracking app for stocks, crypto and other assets held across different accounts.
- Free plan or free tier
- Mobile app
Nitrogen
Risk and portfolio analytics for financial advisors, formerly Riskalyze, used to compare a client's risk with their holdings.
Benzinga Pro
Real-time market news feed with alerts, filters and audio squawk for active investors.
Perplexity Finance
Finance pages inside Perplexity with quotes, news and AI answers about companies that cite their sources.
- Free plan or free tier
Feedly
News reader that follows sites and topics, with AI filters that pick out mentions of companies or themes you track.
- Free plan or free tier
- Mobile app
Google Alerts
Free email alerts from Google when new pages or news mention a company, product or phrase you choose.
- Free plan or free tier
ChatGPT
OpenAI's assistant, used to read uploaded filings, summarize calls and draft research notes, with web search on some plans.
- Free plan or free tier
- Developer API
- Mobile app
Claude
Anthropic's assistant, often used for long documents such as annual reports and transcripts.
- Free plan or free tier
- Developer API
- Mobile app
Gemini
Google's assistant, able to work with files in Google Drive and with search results when you allow it.
- Free plan or free tier
- Developer API
- Mobile app
Microsoft Copilot
Microsoft's consumer assistant for chat and web answers, built into Windows and Edge.
- Free plan or free tier
- Mobile app
Perplexity
AI search engine that answers questions with numbered citations to the pages it used.
- Free plan or free tier
- Developer API
- Mobile app
FRED
Free economic data from the St. Louis Fed: rates, inflation, employment and many more series, with charts and an API.
- Free plan or free tier
- Developer API
Alpha Vantage
API for stock prices, fundamentals, currencies and economic indicators, with a free key for light use.
- Free plan or free tier
- Developer API
Financial Modeling Prep
Financial data API with statements, prices, estimates and transcripts, priced for individual developers and teams.
- Free plan or free tier
- Developer API
Nasdaq Data Link
Marketplace of financial and alternative datasets from Nasdaq, formerly Quandl, with free and paid data through an API.
- Free plan or free tier
- Developer API
Tiingo
Market data API with end-of-day and intraday prices, fundamentals and news for developers and individual investors.
- Free plan or free tier
- Developer API
Intrinio
Financial data provider selling stock, options and fundamentals data through APIs to companies and developers.
- Developer API
EODHD
Historical and live market data API covering many global exchanges, with fundamentals and a limited free plan.
- Free plan or free tier
- Developer API
OpenBB
Open-source investment research platform that connects many data providers to one interface, with AI agents in its workspace.
- Free plan or free tier
Microsoft Excel
The standard spreadsheet for financial models, with Copilot features on some Microsoft 365 plans for formulas and analysis.
- Mobile app
Google Sheets
Online spreadsheet with a built-in function for basic stock data and Gemini features on some Google Workspace plans.
- Free plan or free tier
- Mobile app
Daloopa
Extracts figures from company filings and presentations into structured data that updates analysts' Excel models.
- Works with SEC filings
Macabacus
Add-in for Excel, PowerPoint and Word that speeds up model formatting, auditing and building pitch materials.
Wisesheets
Add-on that pulls stock prices and financial statements into Excel or Google Sheets with simple functions.
Rows
Online spreadsheet with built-in data integrations and an AI assistant that helps write formulas and summarize tables.
- Free plan or free tier
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