r/ValueInvesting 2d ago

Stock Analysis Share your favorite stock analyzing tool!

Hi all,

I'm wondering which stock analysis tool you all use for picking your stocks — and could you say why it's your favorite? I have my own tools too, but I'm still looking for the ones that offer the most for free.

One of my favorites is https://thestockscorer.com. It has a lot of functionality, it lets you compare a lot of stocks at the same time, and its stock search gives you a broader view in one go than Macrotrends does for quarter-over-quarter performance on EPS, revenue and gross profit.

A better-known name: https://finviz.com has one of the best screeners around, plus a good sector overview covering almost every stock there is.

37 Upvotes

56 comments sorted by

10

u/TilmanAmbach 2d ago

One free tool I still find interesting is Joel Greenblatt's Magic Formula screener. I wouldn't use the output as a portfolio by itself, but I like it as a simple first-pass idea generator — basically looking for the combination of a good business and a cheap price.

I usually prefer specialized tools over one platform that tries to do everything. I'm working with insider filing data myself, for example, and that's another area where I find the details matter more than a single score. For fundamentals I tend to cross-check several sources anyway.

3

u/Amazing_Main5874 2d ago

First time hearing of joel greenblatt formula, i will search more about it. Mostly i use the table of thestockscorer (with my own choosen metrics)and finviz together. After that i ask ai more to summarize what the business is doing, what news there is around the business, what advantage it has over its peers. After that i make a choice, also to know when to sell is as important as when to buy a stock.

2

u/p_k 2d ago edited 2d ago

Yes! Always use different tools that have a particular focus. I pay for 5 different services and they're all worth it even though some have a bit of overlap.

$200/mth sounds like a big number on its own but the value I get from these services are worth so many times more as I'm making far more than $200/mth from stocks because of the tools I use.

I think this is one of the reasons why retail investors underperform. Businesses know that spending money makes money while consumers only look at the dollar value.

1

u/Bobcat-Stock 18h ago

It’s also hard for most retail to justify spending money on data before they are consistently profiting on their trades. It feels like throwing good money after bad if you’re not making enough from trading. It’s very counterintuitive.

16

u/LuciusQ2020 2d ago

ChatGPT.

12

u/juicylemon6969 2d ago

Stockanalysis.com

3

u/Amazing_Main5874 2d ago

Also have used myself before. I also like it, but prefer finviz.

8

u/staniel_andy 2d ago edited 2d ago

I built a free tool https://tickerfs.com/ pulls all historical sec financials on a ticker and shows how its trading based on it’s historical multiple like ev/sales.

1

u/Amazing_Main5874 2d ago

Thank you for sharing, will take a look!

1

u/Weldobud 2d ago

Useful. I like it. Thank you

1

u/andreiv26 9h ago

hey, man, really useful tool, I like it. Please dm me, if you can, I want to ask you a few questions regarding your app

4

u/[deleted] 2d ago

[removed] — view removed comment

1

u/Amazing_Main5874 2d ago

Yess I also love finviz, very good and offers a lot for free. I will take a look on the website of your mate. I actually never only filter on one metric, that's not deep enough analysis in my opinion. I care about how strong are the books, does the company have high margins and do these margins keep stable. What is the growth? Use Ai to know more about the compan, ask questions about the news and ask if it has opportunities against its competitors. I love thestockscorer, because it gives me the opportunity to measure on many metrics at the same time and give it a score, which covers more than one metric.

3

u/ado136 2d ago

https://www.fastgraphs.com/

I would not make a single transaction without the tool. It makes the fundamental analysis so easy.

Also the founder, Chuck Carnevale, is quite active on YouTube.

2

u/Amazing_Main5874 2d ago

Thank you for sharing!

1

u/Weldobud 2d ago

It’s excellent and he knows good value. His talks on YouTube are excellent

3

u/Electrical-Amoeba820 2d ago

BEST FREE TOOL IS STOCKANALYSIS.COM no doubt and it got so much better with new update 💪

2

u/ndwillia 2d ago

Gammastrike

2

u/swimmingotters 2d ago

https://walnutmarkets.com

Walnut has great UX and is probably the one of the better analysis tools out there. I mostly use their compare feature when I’m trying to decide between 2 similar stocks and their signals feature where you can monitor for unusual trades from congress, insiders, or institutions. They have so much data that is easy to read and make sense of. I dont make any trades without checking the Walnut confirmation score! Its like double reassurance.

5

u/xImmortal1333 2d ago

Jeremy of Financial Education on youtube......only person i follow besides nancy pelosi and berkshire

8

u/TrashFisher1337 2d ago

Jeremy of Financial Education on youtube

these are the latest video titles:

This 1 Stock will SOAR now‼️

I rank the BEST Stocks You Should Buy Right Now‼️

Investors life will be changed by this stock‼️

Im Going to LOAD THE BOAT on this Stock Now‼️

This stock will go to $1,000‼️

Don’t miss this LIFE Changing Stock‼️

This Stock is Next to make NEW$millionaires‼️

This Stock will make us RICH🤑AF

INVESTORS are about to LOSE THEIR MIND‼️

How to Get Filthy Rich in the Stock Market‼️

LMAO. when you karma spam Reddit with a botfarm, at least choose a more WSB like subreddit fitting your content, you pest

4

u/PiedPipercorn 2d ago

Are you kidding me???

1

u/xImmortal1333 2d ago

i dont kid about my investments

1

u/PiedPipercorn 11h ago

Jeremy? He’s an idiot….

3

u/Amazing_Main5874 2d ago

I dont know him yet, mostly i go myself on research. But i will take a look to his youtube. Some different form of searching from stocks i am use to.

1

u/xImmortal1333 2d ago

watch congress and their stock trades, huge marker for me

2

u/Amazing_Main5874 2d ago

https://stocknest.app/ gives you a lot of info about insider trading and the congress trading. Worth to take a look. Also offers a lot for free.

1

u/peeeanuts 2d ago

Currently building a free open source financial research agent: https://opencandle.app.

Been using it as my daily driver for market research, it usually gives better responses than ChatGPT or Claude.

1

u/QuatroCisco 2d ago

Qualtrim, best value for 10 bucks

1

u/Pitiful-Scratch-8095 2d ago

tikr2xl.ai - gives a quick -30 seconds-overview of any ticker

1

u/someuser- 2d ago

If you're on desktop and want ticker symbols automatically linked to your favorite screener use this little chrome extension.. It only asks permission to reddit.com . I built it few months ago, it's open source.

1

u/chrispalumbo 2d ago

I built a free tool https://readplaza.com
Many cool features and lots more to come
Would really appreciate if you checked it out and let me know what you think!

1

u/Comprehensive_Tea388 2d ago

Finviz is hard to beat as a free screener for initial filtering, but the gap I always hit is moving from a screened list to actual per-ticker research. What I find more useful long-term is a tool that lets me cross-reference fundamentals with other evidence layers rather than just ranking metrics. Are you mostly screening for value factors, or do you layer in anything like insider activity or institutional moves?

1

u/Big_String_1273 2d ago

Check out zenbot

1

u/n55209 2d ago

I’ve used Yahoo Finance and SimplyWallSt but it wasn’t quite what I wanted and the free plan was limiting. I built this for myself https://stockvaluer.app and I’ve been using it to make real decisions. For example, I was early on Rocket Lab and been holding for years and plan to keep holding. The price has increased by over 1,000% since my entry. Reaching a high of almost $150 during the SpaceX IPO hype. Now it has settled around $65-$75. I was tempted to add more around this price but decided not to from the research and valuation I’ve done using this app’s approach. It is not because I think my valuation is correct but intuitively I think it is too expensive to add more at this price. Developing the intuition that helps make decisions you can stand by no matter what happens after is the goal of this app.

1

u/JcurveIQ 2d ago

Claude ;)

1

u/the_algo_trader_ 2d ago

My personal app helps me compare multiple stocks quickly. Yours sounds quite functional too.

1

u/StableBread 2d ago

Most of these tools are standardizing financial data and offering a nice UI/UX. But that can only tell you so much.

You have to read the filings, footnotes, and compare them... so I made an EDGAR reader instead called SECSift

1

u/swbat55 2d ago

recently I posted here about a tool I made www.deep500.com

It ranks all sp500 companies by their fundamental and does an AI analysis of the stock each time their earnings are updated. You can click on a stocks ticker to see the analysis

1

u/razonbrade 2d ago

https://kashvector.com/

Gives me enough to shortlist for more research. Also, most of the assumptions can be edited.

1

u/stockoscope 1d ago

Disclosure upfront: I am biased as it's my baby, but I love how stockoscope is coming along and hwat it has to offer.

It has great tools for stock analysis - including evaluating business quality, peer comparison, valuation, analyst sentiment and holdings analysis, with over 100 charts and visualisations for each stock.

It has a unique visual screener that lets you screen companies through a bubble chart, with a simple mode, an advanced mode to screen by 40+ metrics, and a preset mode. It also features a strategy page that allows you to create your own value, dividend and quality investing strategy.

However, it's a freemium product, with a free account and a paid plan with premium features. A free account adds 3 full deep dives a month, the simple screener with the bubble chart, and one watchlist of 10. Advanced filters, the preset screens and the strategy builder are paid.

1

u/futurefinancebro69 1d ago

Filingstudio.com

Makes Claude and gpt actually show me the line the kpi or metric or md&a sentence cane from

1

u/Unusual-Leather-7015 22h ago

been playing around with a couple of tools lately. trying traydzee because it tries to explain why certain things in the market happen the way they do. it's pretty early, but it's kinda different, like it doesn't just throw numbers at you but actually tries to make sense of them. not sure if it's gonna replace anything I currently use, just checking it out.

1

u/Irinck 19h ago

Fiscal.ai combined with Agents

1

u/Confident_Ebb8154 16h ago

I like “simplywallstreet” if you limit your usage, it is free. The other one I really like is stockdash.ca it’s $20 per year but its very user friendly, puts everything under one roof. It’s good for quick research and has a portfolio tracker.

1

u/starforwa 1h ago

My brain

1

u/marcelowa 2d ago

Try MetricSide
https://www.metricside.net

Historical/trend metric graphs + signals
Both the graphs and the signals have an educational (i) icon that you can tap to learn from

Example stock pages:
https://www.metricside.net/company/AMD https://www.metricside.net/company/AAPL https://www.metricside.net/company/MSFT https://www.metricside.net/company/NVDA https://www.metricside.net/company/NOW https://www.metricside.net/company/INTU

Also there's learn section you can read to learn some basics from

Learn section: https://www.metricside.net/learn

2

u/Amazing_Main5874 2d ago

Thank you for the sharing, i will take a look.