With thousands of securities listed on U.K. stock markets alone, not to mention the myriad options globally, a reliable stock screener can save huge amounts of time and energy when streamlining investment portfolio research.
Whether you’re a value investor seeking solid revenue growth or a day trader looking for stocks with high volume and price volatility opportunities, stock screener and comparison tools allow investors to set specific parameters and effortlessly generate curated, filtered lists of companies tailored to individual needs, without the arduous legwork of checking companies one by one to see if they fit chosen metrics.
To simplify your quest to find the best stock comparison tool for your needs, we’ve compiled a guide to the best stock screeners currently available in the market.
How We Ranked The Best Stock Comparison Tools
Our approach is straightforward, with a focus on transparency and fairness in the evaluation process. Our goal is to offer practical and unbiased information, providing investors with reliable insights to navigate the complexities of stock market tools. As such, all of the tools recommended in our ranking have been legitimately ranked using the same approach for each.
Accuracy / Timeliness of Data
Why it Matters:
- Informed Decision-Making: Accurate and timely data is the bedrock of sound investment decisions. The reliability of the information ensures that investors base their strategies on up-to-date market realities, reducing the risk of misinformed choices.
- Risk Mitigation: Inaccurate data can lead to substantial financial losses. By prioritising tools with a track record of providing precise and timely information, investors safeguard themselves against potential market pitfalls.
Ease of Use and Accessibility
Why it Matters:
- Efficiency in Research: A user-friendly interface and intuitive navigation can streamline the research process. Investors, especially those with limited time, benefit from tools that are easy to use, allowing them to focus on analysing data rather than struggling with the tool itself.
- Accessibility on the Go: In dynamic markets, the ability to access the tool anytime, anywhere is crucial. Tools with mobile-friendly interfaces or dedicated apps enhance accessibility, enabling investors to stay informed and make decisions while on the move.
Analysis and Customisation Features
Why it Matters:
- Tailored Research: Different investors have different needs. Robust analysis and customisation features empower users to tailor their research according to their unique investment goals and strategies, ensuring the tool aligns precisely with their preferences.
- Comprehensive Insights: Tools that offer a range of analytical tools, charts, and customisation options provide users with a comprehensive view of the market. This depth of insight allows for more informed and nuanced investment decisions.
Compatibility with Investment Strategies
Why it Matters:
- Strategic Alignment: Every investor has a unique approach to the market. A good stock comparison tool should cater to various investment strategies, whether it’s long-term value investing, day trading, or anything in between. The tool’s features and functionalities should align with the user’s preferred strategy.
- Flexibility: Markets evolve, and so do investment strategies. A tool that is compatible with a range of strategies ensures its relevance over time, adapting to changing market dynamics and investor preferences.
Cost and Value for Money
Why it Matters:
- Budget Considerations: Cost is a significant factor for many investors. Tools that offer value for money provide a balance between the subscription cost and the benefits offered. This consideration ensures that investors get the most out of their ongoing investment in the tool.
- Long-Term Viability: While a tool may be affordable, it’s essential to assess its long-term value. A tool that offers a reasonable subscription cost while consistently delivering accurate data and valuable features ensures its ongoing relevance and justifies the investment.
Stock Comparison Tool Reviews
Let’s dive in!
1. InvestingPro
Best For: Breadth of Quality Global Data / Historical Data / Intuitive UI for New Investors
Available Filters | 1,200+ |
Full Securities Data | 135,000+ |
Stocks | Yes |
ETFs | Yes |
Bonds | Yes |
Region | Global |
Historical Data | 10 Years |
Exportable | Excel, CSV, PDF |
Trial Period | No |
Free Version? | Yes (Limited) |
Done-For-You Portfolio Suggestions | Yes |
Plan Type | Subscription (Monthly / Annual / Biannual) |
Subscription Cost | From £7.99 /month |
InvestingPro Strengths & Features
- Over 12,000 metrics for filtering securities
- Intuitive UI for both new and seasoned investors
- Ten years of viewable historical data
- Massive amounts of global data from over 135,000 securities
- Evaluate stocks with 14+ proven financial models
- Customisable watchlist
- Save individual stock data or customised, filtered security groupings
- Create dashboards with the data that matters most to you
InvestingPro Weaknesses
- Share function for saved dashboards not yet available
- Lack of community discussion boards
- Limited Help Center Documentation
Conclusion: InvestingPro
Investing.com’s InvestingPro caters to a broad audience, offering a robust suite of top-quality features. The platform boasts an extensive selection of over 12,000 metrics for precise security filtering, making it suitable for both new investors and seasoned professionals. The intuitive user interface simplifies navigation, while advanced AI lends valuable insights into trends and patterns, adapting suggestions to real-time market conditions. The lack of a sharing function for saved dashboards limits collaborative features, and the absence of community discussion boards may detract from a sense of user engagement. Additionally, the limited Help Center documentation could pose challenges for users seeking detailed guidance.
With a decade of accessible historical data, investors can make informed decisions using 14+ proven financial models. The customisable watchlist, ability to save individual stock data or filtered groupings, and the creation of personalized dashboards add significant value, particularly for users prioritising tailored insights.
2. Benzinga Pro
Best For: Rolling Announcements / Community Collaboration
Available Filters | 60+ |
Full Securities Data | 5,000+ |
Stocks | Yes |
ETFs | Yes |
Bonds | Yes |
Region | U.S. |
Historical Data | 200 Days |
Exportable | CSV |
Trial Period | Yes (14 Days) |
Free Version? | No |
Done-For-You Portfolio Suggestions | No |
Plan Type | Subscription (Monthly) |
Subscription Cost | From $99 /month |
Benzinga Pro Strengths & Features
- Real-Time News Feed
- Customisable Alerts
- Advanced Charting Tools
- Options Data
- Audio Squawk Real-Time Commentary
- Economic Calendars and Events
- User-Friendly Interface
- Collaboration and Chat
Benzinga Pro Weaknesses
- High subscription costs for new investors
- Extensive UI
- U.S.-only market coverage
- Active Trader core focus
Conclusion: Is Benzinga Pro Worth It?
Benzinga Pro is a stock screening tool with a host of strengths that cater to investors seeking real-time, U.S. market insights. Its strengths, including a dynamic real-time news feed, customisable alerts, advanced charting tools, options data, and an innovative audio squawk feature, position it as a valuable resource for active traders. The interface, while potentially overwhelming to new investors, nevertheless provides collaboration and chat capabilities, and the mobile accessibility enhances the overall user experience once past the learning curve.
However, it’s crucial to consider that subscription costs may be a deterrent for new investors, and the extensive user interface might overwhelm those looking for a more straightforward experience. Additionally, Benzinga Pro’s focus on U.S. markets may limit its appeal for those interested in global investments. Lastly, with a core focus on active traders, it may not be the ideal fit for investors with a more passive or long-term approach.
Overall, Benzinga Pro is a powerful tool for investors who prioritise real-time information and active trading.
3. Finviz Elite
Best For: Visualization Tools / Backtesting
Available Filters | 70+ |
Full Securities Data | 8,000+ |
Stocks | Yes |
ETFs | Yes |
Bonds | Yes |
Region | Limited Global |
Historical Data | 5 Years |
Exportable | CSV |
Trial Period | No |
Free Version? | Yes |
Done-For-You Portfolio Suggestions | No |
Plan Type | Subscription (Monthly/Annual) |
Subscription Cost | From $24.99 /month |
Finviz Elite Strengths & Features
- User-Friendly Interface
- Visualisation Tools (including heatmaps)
- Customisable Portfolio Tracking
- Backtesting Features
- Free Version Available
Finviz Elite Weaknesses
- Delayed Data for lower tiers
- Not Suitable for In-Depth Fundamental Analysis
- Limited Global Coverage
Conclusion: Is Finviz Elite Worth It?
Finviz Elite is often celebrated for its user-friendly interface, powerful visualisation tools, customisable portfolio tracking, and robust backtesting features. The inclusion of a free version makes it accessible to a broad spectrum of investors, providing essential functionalities without a financial commitment.
However, users should be mindful of certain drawbacks. The delayed data in the lower-tier versions could pose challenges for those requiring real-time information for active trading. Additionally, investors seeking in-depth fundamental analysis may find Finviz lacking in the depth of financial metrics compared to more specialised platforms. Limited global coverage might be a deterrent for those with a focus on international markets.
In summary, Finviz Elite caters to a diverse audience with its intuitive design and valuable features. It stands out as a powerful stock screener, especially for those primarily interested in the U.S. market. While it may not be the ideal fit for every investor, its strengths make it a noteworthy contender.
4. Seeking Alpha
Best For: Integrated Analysis Articles / ETF Charting
Available Filters | 100 |
Full Securities Data | 25,000+ |
Stocks | Yes |
ETFs | Yes |
Bonds | Yes |
Region | Global (limited) |
Historical Data | 10 Years |
Exportable | PDF, Excel |
Trial Period | 14 Days |
Free Version? | Yes |
Done-For-You Portfolio Suggestions | Limited |
Plan Type | Subscription (Annual) |
Subscription Cost | From $239 /year |
- Robust data sets
- Up to 10 years of historical securities data
- Trial period allows investors to check the learning curve
- Up-to-date analyst estimates and expert article integration
- Customisable alerts and notifications
- Advanced charting options
- ETF and Dividend-specific charting
- Only annual subscriptions available after the trial period
- Full ‘Pro’ service is expensive at $2,400 per year
- Complex user interface may overwhelm newer investors
- Analyst bias affects the content and the stock recommendations
Seeking Alpha’s premium stock screener stands out for its robust data sets, offering investors access to up to 10 years of historical securities data. The trial period provides an opportunity for users to assess the learning curve associated with the platform. With up-to-date analyst estimates and seamless integration of expert articles, investors can make informed decisions. The platform’s strengths include customisable alerts, advanced charting options, and specialised features for ETF and dividend analysis.
However, only annual subscriptions are available after the trial period, and the full ‘Pro’ service comes with a hefty price tag of $2,400 per year, making sign-up quite a commitment. The platform’s complexity may pose a challenge for newer investors, requiring a learning curve to navigate effectively. Additionally, users should be mindful of potential analyst bias influencing both content and stock recommendations.
Seeking Alpha’s premium stock screener offers a comprehensive set of features for investors who prioritise in-depth data analysis and expert insights. Despite its strengths, users should carefully consider the associated costs and be prepared for a potentially steep learning curve, especially if they are new to stock screening.
5. Yahoo Finance Plus
Best For: Casual Investors / Importing Portfolios
Available Filters | 100 |
Full Securities Data | 64,000+ |
Stocks | Yes |
ETFs | Yes |
Bonds | Yes |
Region | Global |
Historical Data | 1 Year |
Exportable | CSV |
Trial Period | Yes (14 Days) |
Free Version? | Yes |
Done-For-You Portfolio Suggestions | Yes (Limited) |
Plan Type | Subscription (Annual) |
Subscription Cost | From $250 /year |
Yahoo Finance Plus Strengths & Features
- Accessible interface for beginners
- Good amount of global (real-time) data
- Customisable watchlists
- Integrates with a user’s regular Yahoo account
- Integrated Morningstar reports
- Broker portfolio upload and analysis
Yahoo Finance Plus Weaknesses
- Limited technical analysis options
- Daily ‘trade ideas’ not based on any analysis and could be misleading
- Has ads even on the paid subscription
- Inconsistent uptime of interface
- Poor customer service
Conclusion: Is Yahoo Finance Plus Worth It?
Yahoo Finance Plus offers a user-friendly (if sometimes inconsistent) interface, making it particularly accessible for beginners. The platform provides a robust amount of global, real-time data, allowing users to stay well-informed about market trends. The customisable watchlists and integration with a user’s regular Yahoo account alongside the integration of Morningstar reports and the ability to upload and analyse personal broker portfolios contribute to the platform’s time-saving value for investors.
However, the limited options for technical analysis may pose a challenge for users seeking more advanced analytics tools. The daily ‘trade ideas’ feature, while available, lacks a solid foundation in analysis and may be potentially misleading for users relying on it. Another notable downside is the presence of ads even on the paid subscription, which distracts and also interferes with overall usability. The inconsistent uptime of the interface is a concern, as it may impact user experience and timely access to information. Additionally, the reported poor customer service and lacking quality guidance for financial articles may call overall data transparency and accuracy into question.
What Are Your Investment Tool Needs?
Before deciding on which stock comparison tool to sign up for, it’s crucial to take a step back and assess your investment goals. Understanding your specific needs will guide you towards the tool that aligns best with your objectives based on the stock screener’s strengths and weaknesses.
Assess Your Investment Goals First
Here are key considerations to help you make an informed decision:
- Investment Strategy: Are you a long-term investor, day trader, or is your time horizon somewhere in between? Some tools specialise in technical analysis, while others provide fundamental insights. Choose a tool that complements your preferred investment strategy.
- Asset Class Focus: Depending on whether you’re interested in stocks, bonds, ETFs, or a combination, ensure the tool supports data analysis from the asset classes relevant to your portfolio.
- Data Accuracy: The reliability of the data presented by the tool is crucial. Verify the data sources, timeliness and accuracy to make informed decisions based on reliable information.
Additional Stock Research Tool Considerations
In addition to aligning the tool with your investment goals, consider the following factors to enhance your overall experience:
- Ease of Use: For investors with limited time, user-friendly interfaces and intuitive navigation become critical. Look for tools that offer a seamless experience without unnecessary complexity. If there’s a learning curve, do their walkthroughs and support content make sense and are they easy to follow and learn from?
- Customer Support: Reliable customer support can be a lifesaver when you encounter issues or have questions. Look for tools with responsive and knowledgeable support teams.
- Analytical Tools: Assess the tool’s analytical capabilities. Does it provide the technical analysis tools you require, such as charts, indicators, and screening options?
- Data Sources: Accurate and up-to-date information is essential for making informed decisions.
- Customisation Options: Look for tools that allow customisation to match your specific investment preferences and strategies.
- Community Interaction: Some investors value being part of a community where they can share insights and learn from others. If community engagement is important to you, explore tools with active and supportive user communities.
- Tool Development: Opt for tools that show commitment to ongoing development. Regular updates and improvements indicate that the tool is adapting to the dynamic nature of financial markets.
- Mobile Access: For some investors (especially those who day trade), the ability to access investment tools on the go is invaluable. Check if the tool offers a mobile app or has a mobile-friendly interface.
Remember, the “best” stock screening tool is subjective and depends on your unique needs. By considering these factors, you’ll be well on your way to selecting a stock comparison tool that aligns with your investment journey.
Why Your Choice of Stock Comparison Tool Matters
Selecting the right stock comparison tool is more than just a preference; it significantly influences your investment decisions and outcomes. Here’s why your choice matters, and a guide on making the right decision.
Stock Analysis Tools: Impact on Investment Decisions
The stock comparison tool you choose becomes the lens through which you analyse and interpret market data. Different tools offer varying features and perspectives, influencing how you perceive investment opportunities and risks. The tool’s ability to provide accurate and timely information directly affects the quality of your investment decisions.
Potential Consequences of Using the Wrong Tool
Using an ill-suited stock comparison tool can have detrimental consequences. These may include:
- Misleading Analysis: Inaccurate or outdated data can lead to flawed analysis, resulting in misguided investment decisions.
- Missed Opportunities: Some tools may lack features crucial to identifying emerging trends or undervalued stocks, causing you to miss potential investment opportunities.
- Excessive Costs: Certain tools come with high subscription fees or hidden costs. Choosing a tool without considering your budget can lead to unnecessary financial strain.
- Security Considerations: Inadequately secured tools may expose sensitive financial information to potential risks. Ensure the tool prioritises data security.
How to Finalise Your Choice of Stock Comparison Tool
When finalising your decision, follow these steps:
- Measure Against Your Criteria: Make sure your chosen tool fits whatever criteria will be best for your investment journey.
- Seek Recommendations: Consult fellow investors or financial experts for recommendations based on their experiences. User feedback can be invaluable in gauging a tool’s real-world performance. Look for tools with consistently positive feedback, indicating reliability and user satisfaction. Also, pay attention to how the tool’s developers respond to user concerns or issues. A responsive development team is a positive sign.
- Trial Period: Many tools offer trial periods that are free, reduced cost or have a money-back-guarantee window. Take advantage of these to assess how well the tool meets your needs.
- Stay Informed: Regularly reassess your choice to ensure it continues to meet your evolving needs and remains a valuable asset in your investment journey.
Wrapping Up
Selecting the right stock comparison tool is a pivotal decision for investors looking to make investment decisions with reliable, timely data. From in-depth financial metrics and charting capabilities to user-friendly interfaces, the options we’ve highlighted here in the Investing Academy vary in their offerings.
For investors seeking comprehensive data and analytics, InvestingPro stands out with its robust technical analysis features, real-time market information and excellent historical data. On the other hand, Finviz excels in user-friendliness and accessibility, making it an ideal choice for those new to stock comparison.
While Benzinga Pro and Seeking Alpha both impress with their integration of social analysis and news aggregation, InvestingPro again distinguishes itself with a customisable dashboard and portfolio tracking functionalities.
In the end, the best stock comparison tool ultimately depends on individual preferences, investment strategies, and the specific features that align with one’s goals. Whether you prioritise in-depth analytics, user interface, or a combination of both, the stock comparison tools in this article will cover your requirements.