9 Best Stock & Investment Research Tools for 2024

The nature of investment research has radically evolved in recent years.

Once a practice reserved for firms, analysts, and fund managers with the right expertise, technology has made investment research accessible to anyone with an interest. From the largest firms on Wall Street to Fortune 500 companies, stock and investment research tools are powering smart decisions based on AI-driven insights.

The emergence of Big Data—large, hard-to-manage volumes of data that businesses must deal with day to day—has made it impossible to uncover the insights that matter without the support of automation and artificial intelligence. The speed at which the investment world operates today now requires investors to have access to real-time updates and relevant insights about the companies and industries that matter to them.

Further, sophisticated analysis tools and smart data visualizations are essential to building and communicating investment strategies to stakeholders.

All the tools and platforms covered in this guide are designed to support your investment research needs by providing data and news on various asset classes — stocks, mutual funds, exchange-traded funds (ETFs), stock options and more.

Below, we cover our top picks for the best investment research tools currently on the market, including who they’re built for, their top features, and pricing options — all the information you need to decide which tool is best for you.

What features and functionality matter most in a stock and investment research tool?

The best stock and investment research tools power more agile, informed investment strategies. They level up your ability to capitalize on opportunities ahead of your competitors, delivering insights from the investment world’s top sources of data and are supported by the newest technologies, such as AI-powered search and automated monitoring.

Before we dive into specific tools on the market, let’s take a deeper look at five features and functions to look for in a quality stock and investment research tool in 2025:

Access to Premium Content

Even the most savvy research analysts have limitations to what they are able to access through traditional search channels — sources like company websites, search engines, public reports, and stock analysis websites only tell part of the story. Organizations carefully curate what they share to craft public opinion, keeping much of the most important information private. 

In addition, broker research — an invaluable source of industry insight — is often hidden behind paywalls, requiring companies to maintain multiple separate subscriptions.

The industry’s best stock research websites and tools provide access to exclusive content sources in one streamlined, centralized platform.

Generative AI

Generative AI (genAI) took the world by storm in recent years, bringing rapid transformation and evolution to a range of industries and workflows. In the realm of investment research, generative AI brings profound possibilities — it streamlines the research process by reducing the time spent on routine manual tasks and enhancing the depth and accuracy of analyses.

That’s why more and more investors are choosing to use genAI-powered tools like AlphaSense to enhance and accelerate their research. However, it’s important that the genAI model being used is trained specifically on financial and business data, has guardrails against hallucination, and generates citable data for easy reference and greater security.

AlphaSense’s industry-leading suite of generative AI tools is purpose-built to deliver business-grade insights and includes both Generative Search and Smart Summaries. These are industry-leading tools that dramatically accelerate, streamline, and enhance your research — allowing you to allocate more time to high-value tasks like analysis and strategy.

Semantic Search

One of the most powerful applications of AI in stock and investment research tools is semantic search — the ability to deliver not only search results that match your exact keywords, but also those that match your intent.

AlphaSense is one of the only investment research tools that provides this capability through our proprietary Smart Synonyms™ technology, which delivers results for your exact search terms and synonyms of your search terms, all while screening out incorrect results for words with multiple meanings.

For example: a search for “ESG investing” on the AlphaSense platform would include results for similar relevant terms, like “socially responsible investing” and “impact investing.”

Rather than have to perform multiple searches with different terms to capture all the information you need, tools with smart search capabilities understand your intent and deliver it to you in a single search.

Real-Time Alerts and Monitoring

The investment world, like the market, moves faster now than ever before. The technology-driven speed of business and the sheer volume of data available today have made it critical for investors to be informed on market trends, company updates, and other real-time data and news.

The catch: this task is virtually impossible to do manually.

Stock and investment research platforms automate the process in ways that save you vast amounts of time and prevent you from missing out on an important insight.

Real-time alerts provide automated, immediate updates for the stocks, companies, products, industries, or themes you care about most. The best investment tools give users complete control over the frequency and method of delivery of their alerts.

Watchlists and customized dashboards centralize alerts and information about a set of stocks, companies, or industries in one place. They allow users to see a single snapshot of the current most important insights for their investment research.

Sentiment Analysis

Financial documents, such as earnings reports, company presentations, and filings are often dozens of pages long and full of densely packed information. It can take hours to parse through them manually, let alone garner the overall tone behind the discussion within.

Enter: sentiment analysis.

Powered by natural language processing (NLP) technology, sentiment analysis not only delivers the right results for your search, but tells you how the market feels about the company, product, trend, or event you’re researching. Investment research tools do this in varying ways.

AlphaSense, for example, uses color-coded analysis to make sentiment clear to the user. The platform also calculates an algorithmic sentiment score that indicates the positive and negative tone of a document and/or the overall set of search results, as well as how it’s changed over time. This tool is particularly useful for earnings transcripts and expert call transcripts, where understanding sentiment can give you significantly more clarity than simply reading the words on the page.

Easy Data Export Capabilities

The information you access with any stock and investment tool is most valuable when you can export it and integrate it into your existing workstream. Further, data extraction makes it possible to transpose information and use it for financial modeling.

Top platforms, like AlphaSense, offer this capability, allowing you to easily export findings to applications like Excel so you can analyze with your own formulas or build charts and other visuals. With AI surfacing insights in mere seconds, your reports, decks, and memos can practically write themselves.

Here are the top 10 stock research tools to support your 2024 investing strategies:

Best for: Conducting comprehensive market and investment research using both internal and premium external content, with advanced AI features for added speed, accuracy, and scope

AlphaSense is designed for comprehensive qualitative and quantitative investment research. It’s used by the world’s most respected corporations and financial institutions — including 88% of the S&P 500 and 80% of top asset management firms — and is built for organizations looking to implement a full-scale strategy. It was also recently named one of Forbes’ top 50 AI companies.

Features and Capabilities

Leading External Content Sources

AlphaSense provides access to 10,000+ premium sources of information, including trade journals, news, SEC filings, and company filings.

Moreover, AlphaSense offers access to two highly valuable proprietary and premium content offerings: 

• Expert Transcript Library – 150K+ (and consistently growing) transcripts of one-on-one calls with industry experts, customers, professionals, competitors, and former and current executives, available as an add-on to the AlphaSense package.
• Wall Street Insights® – A collection of equity research covering global sector themes, industries, and companies from 1,000+ sell-side and independent firms, available within the AlphaSense platform. Research professionals can even preview the contents of a broker report, saving them wasted time and money on potentially fruitless research.

As of July 2024, AlphaSense has acquired expert network company Tegus, bringing unparalleled access to even more insights, and covering more industries and companies than ever before. Learn more about the combined offering at AlphaSense and Tegus.

Enterprise Intelligence

In addition to the external content sources listed above, AlphaSense’s Enterprise Intelligence solution allows you to upload and search through your own internal content. That includes: 

• Internal research, notes, and presentations
• CIMs and investment memos
• Reports from industry and market intelligence providers
• Emails, newsletters, web pages, and RSS feeds

In this way, AlphaSense centralizes all your knowledge — the internal and external — and allows you to leverage our industry-leading search, summarization, and monitoring tools to enhance and accelerate your research.

Our genAI capabilities deliver instant, accurate, and secure summarizations with the ability to ask follow-up questions across both your proprietary internal content and hundreds of millions of premium external documents.

AlphaSense meets the highest industry standards — including SOC2 and ISO27001 compliance, regular, accredited third-party penetration testing, FIPS 140-2 standard encryption on all content, and SAML 2.0 integration.

Pioneering AI and Automation Technology

Our industry-leading suite of generative AI tools is purpose-built to deliver business-grade insights:

Generative Search

Our generative AI chat experience transforms how users can extract insights from hundreds of millions of premium content sources. Generative Search is trained to think like an analyst, so it understands the market research intent behind your natural language queries. Whenever you search for information, Generative Search helps you get up to speed on a company or topic by instantly getting you the answers you need. You can dig deeper into topics by asking follow-up questions or choosing a suggested query. Each answer will always provide citations to the exact snippet of text from where the information was sourced.

Smart Summaries

This feature allows you to glean instant earnings insights (reducing time spent on research during earnings season), quickly capture company outlook and bull/bear cases from analyst research, and generate an expert-approved SWOT analysis straight from former competitors, partners, and employees. All Summaries provide you with citations to the exact snippets of text from where the summaries are sourced — combining high accuracy with easy verification. 

Smart Synonyms™

This unique feature is proprietary to AlphaSense and has the ability to understand both the keyword and search intent behind any of your queries, factoring in search results that include variations in business language. For example, a search for “TAM” will also bring back results on “addressable market” and “market size.” 

Relevancy Algorithm

AlphaSense’s advanced algorithm also eliminates noise (i.e., content with matching keywords but ultimately irrelevant to your specific search objective) and surfaces only the most relevant results based on market research workflows. This algorithm saves you precious time and energy, allowing you to get straight to analysis and other high-level tasks.  

Sentiment Analysis

Sentiment Analysis, a natural language processing (NLP)-based feature, parses through content and identifies nuances in the tone and subjective meaning of text. It then uses color coding to help readers identify the document’s positive, negative, and neutral sentiments. 

This technology assigns each search term a numerical sentiment change score to help users track any slight change in market sentiment over time. Users can take advantage of it to make better-informed investment decisions and improve risk management strategies.

Integration Capabilities

Customers can easily integrate content at enterprise scale through our Ingestion API or enterprise-grade connectors — like Microsoft 365/Sharepoint, Box, Google Drive, S3, and more.

Our integration capabilities allow for more streamlined collaboration with members across your organization and improve overall team productivity. Our proprietary AI technology allows you to search across all internal and external company content to find crucial insights, catching what other platforms miss in a secure and automated way.

AlphaSense also offers content processing and content management. Content processing allows company recognition within user documents, while content management features support custom tags, metadata and folder structures to better search through internal content.

Monitoring, Analysis, and Collaboration Tools

AlphaSense is designed to help users find insights faster. In order to do that, we offer a number of tools that extend beyond search and summarization to help users accelerate research tasks.  

• Customizable dashboards create a centralized information hub for monitoring key companies and themes, while tailored alerts provide real-time updates.
• Powerful collaboration tools like Notebook+ and commenting features help teams manage and share insights more effectively.
• Table Tools allow you to move faster with spreadsheet-style visualizations directly from company filings, so you can chain together, edit, and optimize tables for analysis. 
• Image Search allows you to discover insights buried in charts to quickly capture data without reading through pages of documents.
• Snippet Explorer allows you to effortlessly look at any topic or theme and all its historical mentions in a single view.
• Our Black-lining feature allows you to automatically identify any QoQ changes in SEC filings.
• Automated Monitoring allows you to set up real-time alerts that send instant updates on any relevant market movements, news, emerging trends, and competitor activities. We also generate snapshots of companies and topics regularly that keep you ahead of the curve with actionable insights.

How much does it cost?

AlphaSense offers a free two-week trial for all potential users. Subscriptions can be seat-based (for small- and medium-sized companies) or custom (enterprise subscription packages). See our pricing page for more information.

YCharts

Best for: Building compelling visuals

YCharts was built to democratize stock and investment research for asset managers, financial advisors, and individual investors. This tool is exceptionally useful for those who are visual researchers and/or whose roles require development of data visualizations for stock reporting.

Features and Capabilities

Customizable Dashboard

YCharts enables users to build a personalized view of the market with intraday price quotes and visual charts for every fund, stock, and portfolio of interest. It’s important to note that intraday price quotes have a 90-120 second delay.

Model Portfolios

Users can build and analyze portfolios using metrics visualizations, custom strategy comparison reports, and benchmark modeling. Pre-built customizable templates are also available and can fit with any model you create.

Financial Data and News Feeds

YCharts provides 6,000+ economic data series, sourced from reputable sources such as the Federal Reserve and the Bureau of Labor Statistics. The YCharts news feed consolidates articles from several reputable public news sources and can be filtered by ticker, company or fund name, and news source.

Stock Screeners

YCharts features qualitative and quantitative filters, as well as customizable scoring models, providing access to narrow universes of 20,000+ stocks and 65,000+ mutual funds and ETFs. YCharts also allows you to measure Wall Street’s sentiment by allowing you to screen for analysts’ consensus recommendations and price targets. 

Strategy Comparison and Benchmarking

YCharts allows you to create branded, custom reports that compare your modeling strategy to a prospect’s current portfolio. You can also benchmark modeling around your priority metrics to drive performance improvement and gain a holistic view of your strategy.

Fundamental Charts

YCharts offers charting tools that enable easy sharing of data visualizations, including the ability to embed them as images in other content (like blogs or emails).

How much does it cost?

YCharts offers a free seven-day trial for all potential users and four subscription plans: 

• Analyst: Best for individual investors, idea generation, market monitoring, and evaluating securities
• Presenter: Best for proposal generation, meeting prep, relationship management, and scalable AUM growth
• Professional: Best for firm-wide sharing, tailored sales collateral, portfolio construction, and research and analysis
• Enterprise: Best for firms, advisor networks, investment committees, broker-dealers and OSJs, support and lead advisor teams, and compliance oversight

Company-specific pricing for each plan is available upon request to the YCharts team.

Bloomberg Terminal

Best for: Real-time financial data and market analytics, with in-depth industry reports

Bloomberg Terminal is one of the oldest and most widely used investment research tools in the financial services industry. Launched in 1981 — well before individual computers or the internet were common at firms — Bloomberg led the way in providing access to financial market data. 

Since then, Bloomberg has become one of the highest-rated market research tools giving users access to unique market data, news, and insights, enabling professionals to turn intelligence into a competitive advantage.  

However, as a legacy solution, Bloomberg has struggled in recent years to keep up with modern research needs. Though they have traditionally been slow to adopt new technologies such as AI, it’s become increasingly apparent that competition is fierce, fast-moving, and highly adept with technology. 

In order to stay competitive, Bloomberg has slowly adopted genAI capabilities, though their lack of experience in the space is clear. Compared to competitors with years of experience developing an AI tech stack, Bloomberg struggles with clunky UI, limited functionality, and an over-reliance on third-party tech.  

Related Reading: Bloomberg Terminal Alternatives

Features and Capabilities

Real-Time Data

Bloomberg Terminal offers access to real-time financial market data, stock prices, bonds, commodities, currencies, and derivatives. They also offer real-time news coverage of companies, industries, and markets worldwide, along with real-time alerts on significant market events. Finally, Bloomberg provides access to equity research reports from leading analysts, a highly valuable content set that most competitors cannot offer.

Analytics and Modeling Tools

Bloomberg Terminal offers advanced charting, financial modeling, and analytics for equities, fixed income, and commodities. There are also risk analytics, asset allocation, and portfolio optimization tools available for asset managers and financial professionals.

Trading Platform

Bloomberg offers a complete trading solution, bringing together pricing, analytics, liquidity, automation, and execution in one place.

Portfolio Management

Bloomberg enables users to analyze performance, diversification, and risk factors for managed portfolios. Users can break down returns by region, sector, or asset class. They can also model the impact of market changes on portfolio performance.

Generative AI

Bloomberg recently made its foray into generative AI with its BloombergGPT large language model (LLM), which is purpose-built for finance and is trained on a vast range of financial data. Their model is safeguarded against hallucination since all genAI responses must be grounded in Bloomberg content. However, it is not clear how the LLM interprets and handles queries.

How much does it cost?

As of January 2025, the annual cost for a single terminal subscription is $31,980. The annual cost for multiple terminal subscriptions is $28,320 per terminal for clients with more than one terminal. Bloomberg is known for bundling multiple services into its product, making it clunky and complex for the average user. For more information and more specific pricing, please contact Bloomberg directly.

Best for: Value investing

GuruFocus was created for institutional investors as a source for finding high-potential stocks that have already been researched by the world’s top investors. Today, it’s one of the industry’s  top value investing websites, providing stock financials, valuation data, and proprietary stock screening and backtesting tools that help investors make informed decisions.

It’s best for value investors who want to find and follow already-identified high potential stocks, then stick with them for a while.

Features and Capabilities

Stock Screening Tools

GuruFocus offers advanced stock screeners that allow users to filter stocks based on a variety of criteria, such as valuation ratios, financial metrics, and other investment parameters. These screeners help users identify potential investments that align with their strategies.

Guru Portfolios

One of the most unique features is the “Guru Portfolios,” where users can track the holdings and investment strategies of prominent hedge fund managers and investors like Warren Buffett and others. This insight into “guru” investments can help inform decision-making.

Stock Assessment Tools

GuruFocus provides various valuation tools, including discounted cash flow (DCF) calculators and the Graham Number calculator. These models help investors assess whether a stock is fairly valued or overpriced, making it easier to make buy or sell decisions. The platform also provides warning signs for potential red flags in a company’s financial health, such as deteriorating margins or excessive debt.

Financial Data and Ratios

The platform offers detailed financial data and analysis on stocks, including balance sheets, income statements, cash flow, and financial ratios (e.g., ROE, P/E, and PEG ratios). This allows investors to perform deep fundamental analysis of individual companies.

Custom Alerts

GuruFocus allows users to set up custom alerts for stock price changes, valuation metrics, or insider trading activities. These alerts ensure users don’t miss important changes in their tracked stocks or portfolios.

How much does it cost?

GuruFocus offers a free seven-day trial for potential users. Beyond that, there are three available subscription models. As of January 2025, the prices are as follows:

Premium: $499/year – This level includes most features but with some limitations. For example, trading strategies can only be tested using historical data from the last five years and API queries are limited to 2,000. For the individual investor looking to use GuruFocus for daily research, this level should provide everything you need.

Premium Plus: $1,348/year – Premium Plus membership offers all GuruFocus key features without the above mentioned limitations (or much higher ceilings). For financial advisors and asset managers at boutique firms, this level is likely most appropriate.

Professional: $2,398/year – For larger firms implementing an ongoing research strategy to drive stock investment decisions, this option is likely your best bet. API usage jumps to 50,000 queries under the Professional Membership, you’ll get access to delisted stocks, and GuruFocus will assign you a designated account manager to help you maximize ROI.

Finbox

Best for: Individual investors looking for a laid-back investment strategy

Finbox is similar to GuruFocus, only built more specifically for the individual investor. Serving as a stock market portfolio research and management platform, it offers accurate real-time stocks and market data without many of the premium features and larger research capabilities that come with other tools on this list.

If you’re new to investing or are looking to execute a smart but more laid-back investment strategy, Finbox is a great tool to check out. If you are looking for more sophisticated reporting and access to data outside of stock valuations and market activity, Finbox won’t be enough for you. Additionally, Finbox is not a tool suitable for enterprise organizations.

Features and Capabilities

Stock Screening

Finbox offers a highly customizable stock screener with over 1,000 metrics, allowing users to filter stocks based on a wide range of financial and valuation criteria. This helps investors identify investment opportunities based on their specific strategies.

Valuation Models

Finbox provides a variety of built-in valuation models, such as discounted cash flow (DCF), dividend discount models (DDM), and comparable analysis. These models allow users to easily calculate a stock’s intrinsic value and assess its potential upside or downside.

Custom Financial Models

Users can create custom financial models to project future performance based on specific assumptions. The platform provides templates for building models, but also allows full customization for advanced users who prefer to input their own data and formulas.

Key Financial Metrics and Ratios

The platform provides detailed financial data on over 100,000 stocks globally, including key metrics such as price-to-earnings (P/E) ratios, EBITDA, debt ratios, and profitability metrics. This makes it easy to compare and analyze companies at a glance.

Custom Watchlists

The platform enables users to create watchlists of stocks they are interested in and track key performance metrics in real-time. Custom alerts can also be set up to notify users of significant changes in stock prices or financial ratios.

How much does it cost?

Finbox offers a free version of its tool, which includes access to financial models, unlimited watchlists, charts, and some API access. Beyond that, the company offers a Starter version of the tool for $19/month that gives you full access to the stock screener, data for U.S. and European exchanges, and premium financial metrics.

The highest tier is the Professional plan for $199/month, which provides comprehensive access to all platform features, all regions, and unlimited data exports.

Best for: Basic quantitative research on a budget

Koyfin is a solution built for investors at every experience level—professional, individual, and student. Known for its user-friendly features and in-depth qualitative data, the Koyfin platform is a great budget alternative to Bloomberg Terminal. While the qualitative research access is relatively basic, the platform makes investing more accessible without sacrificing the sophistication and accuracy needed by firms managing real client portfolios.

Related Reading: Koyfin vs Bloomberg

Features and Capabilities

Advanced Charting and Visualization

Koyfin offers powerful charting tools to visualize stock performance, sector trends, and economic data. Users can create custom charts, track performance over various timeframes, and compare different financial instruments (stocks, ETFs, indices, etc.). The charting interface allows multiple metrics to be plotted on a single chart for in-depth analysis.

Stock and ETF Research

The platform provides detailed research tools and screeners for stocks and ETFs, offering key financial metrics, valuation ratios, historical performance, and peer comparisons. Users can easily analyze balance sheets, income statements, and cash flow data to assess company fundamentals. The platform also includes a rich library of global macroeconomic data, enabling users to analyze trends such as GDP growth, inflation, interest rates, and employment figures.

Market Dashboards and Watchlists

Koyfin’s customizable dashboards allow users to monitor markets in real-time. These dashboards cover a wide range of asset classes, including equities, fixed income, commodities, and currencies. Users can track news, price movements, and economic indicators relevant to their portfolios. Users can also create customizable watchlists to easily keep track of all relevant metrics of their investment assets.

Portfolio Tracking and Model Portfolios

Koyfin makes it easy to track all your investments, giving you an at-a-glance view of your portfolio performance. Model portfolios also help streamline your investment strategy and help you smartly balance investments.

How much does it cost?

Free – This option is for beginner investors and includes the most important Koyfin features in limited fashion — two watchlists, two dashboards, and two chart templates as well as advanced charting and market dashboards.

Plus: $39/month – This is likely the starting level of experienced investors looking to actively manage their portfolios and perform frequent research. Watchlists, dashboards, and templates are unlimited with a plus membership. Users can also export data, access filings and transcripts, and take advantage of advanced sharing capabilities.

Pro: $79/month – This plan includes everything in the Plus plan as well as custom financial analysis templates, document search capabilities, market closing email summaries, and priority support from the Koyfin team.

Advisor Pro: $179/month – This package includes everything in the Pro plan, but is geared toward financial advisors, so it comes with additional features like client proposal PDFs and portfolio and fund PDFs.

Best for: Optimizing your portfolio

Stockopedia was founded for individual investors to help them avoid emotional investing in favor of a rules-based approach. Its features are exceptionally helpful for taking a continuous improvement approach to driving portfolio growth over time.

Features and Capabilities

How much does it cost?

Stockopedia offers a 14-day free trial for new users. From there, their subscription costs vary based on the user’s selected regions and markets. For detailed pricing information based on your specific needs, contact Stockopedia directly.

Best for: Individual investors starting their investing journey

Business Quant was founded to educate individual investors focused on U.S-based stocks and help them make smarter investment decisions. It’s best for investors who want to skip the research hours and get straight to investing—and if you’re a beginner, you’ll appreciate their straightforward messaging and user-friendly interface to make the process approachable.

Features and Capabilities

Financial Data Coverage

Business Quant provides detailed financial statements, including income statements, balance sheets, and cash flow statements for publicly traded companies. The platform also provides historical data for financial metrics, helping analysts to track long-term performance and trends across industries.

Customizable Dashboards

Users can build customized dashboards with charts, graphs, and tables to monitor and analyze financial metrics in real-time. Data and charts can also be exported for use in presentations or further analysis.

Pre-Built Financial Models

The platform provides pre-built models such as DCF (Discounted Cash Flow) and comparative valuation models to assist users in analyzing companies. Business Quant makes it easy to compare KPIs across companies and industries, as well as to build custom KPIs for tailored benchmarking. Users can adjust inputs in all the pre-built models to create custom scenarios and forecasts.

Screeners and Filters

The platform enables users to filter companies based on various metrics such as P/E ratios, growth rates, and margins. Users can also screen companies based on business segments or geographical data for more targeted analysis

How much does it cost?

As of January 2025, Business Quant offers two pricing levels:

• Pro: For $19/month, includes granular KPI data, stock research tools, and industry data
• Enterprise: For $99/month, includes Pro plan plus custom-built features to support specific investing goals

Best For: Enthusiastic individual investors looking to learn the ropes

The Motley Fool aims “to make the world smarter, happier, and richer.” They do it not only with their investment research tools but with an active and relatable podcast, blog, discussion board, and other resources for enthusiastic investors (new and experienced alike) looking to level up their investing skills and gain new knowledge.

Features and Capabilities

Market Insights

The Motley Fool provides detailed analysis and reports on a wide range of companies and industries, helping investors understand market trends and business. They also offer real-time access to market data, news, and trends to help investors make informed decisions. Finally, Motley Fool analysts provide regular updates on current market conditions and investment opportunities.

Stock Recommendations and Education

The Motley Fool provides recommendations and risk assessments for individual stocks, as well as educational resources on investing basics, market trends, and personal finance.

Community and Discussion

The Motley Fool provides forums where members can discuss investment ideas, ask questions, and share insights with other investors.

Stock Screeners and Tools

The Motley Fool allows users to screen stocks based on various financial metrics, helping investors identify potential investment opportunities. It also helps with tracking and managing investment portfolios.

How much does it cost?

The Motley Fool has an extensive list of products that vary in cost. Their most popular product offerings include:

• The Motley Fool Stock Advisor – proprietary stock picking service for investors with portfolios of $25,000 or more at $199/year
• Epic Bundle – for more advanced investors; includes additional services and stock pics; aimed at investors with portfolios of $50,000 or more at $499/year
• Epic Plus – includes additional research, recommendations, stock picks, and Tom Gardner’s real-money portfolios; aimed at investors with portfolios of $100,000 or more at $1,999/year
• Fool One – provides access to all of The Motley Fool’s recommendations and research, as well as personalized support; aimed at investors with portfolios of $500,000 or more at $13,999/year 

Contact The Motley Fool directly for more details on pricing and products available.

Choosing the Right Tool

There are a few key questions you can ask yourself to determine which of these tools are the right fit.

What is your budget? Quickly eliminate any options that fall outside of your price range.

What are your needs? If you are a retail or individual investor, you will need a vastly different platform than if you are an institutional investor or are part of an enterprise organization. The lower-cost options on this list are unlikely to fit the needs of anyone beyond an individual investor.

How do you work? If team collaboration is a significant aspect of your workflow, make sure to choose a research tool that will enable you to effectively work with others and that will seamlessly integrate into your existing systems. If you normally focus on individual research, you can go with an option that is less collaboration-driven and more streamlined.

What are your goals? As outlined in this guide, some tools (like AlphaSense) are built to drive a complete, full-scale investment research strategy. Others focus more exclusively on stock valuation and comparison. Still others are built for specific individuals and goals. Choose a platform well-aligned with the things you want to accomplish.

Try AlphaSense For Free

The AlphaSense platform offers a comprehensive set of features so you never have to sacrifice one capability for another — you’ll have the tools, resources, and support you need to execute a full-scale stock and investment research strategy to drive results. With access to premium, proprietary, public, and private data and industry-leading AI capabilities, AlphaSense is your one stop shop for comprehensive, data-driven investment research.

If you’re ready to level up your research for smarter investing, you can start by exploring all that AlphaSense has to offer.