Tools for reading filings and earnings calls, screening stocks, tracking portfolios and pulling financial data. Each one is described in our own words, with a link to its official site. Nothing here is investment advice.
What a featured listing costs · from $199 a month
The Bloomberg Terminal is a subscription service used across banks, asset managers and corporate finance teams. It combines real-time and historical prices, company fundamentals, filings, earnings call transcripts, Bloomberg News…
AlphaSense is a search engine for business and financial documents. It indexes company filings, earnings call transcripts, press releases, broker research and news, and it added a large library of…
EDGAR full-text search is run by the U.S. Securities and Exchange Commission and searches the text of filings submitted to EDGAR since 2001. You can search for an exact phrase,…
Quartr gathers investor relations material from listed companies in one place: live and recorded earnings calls, transcripts, slide decks and annual reports. Its mobile app lets you listen to a…
Seeking Alpha publishes articles from a large group of outside contributors alongside news, earnings call transcripts, financial data and dividend histories. Paid plans add its quant ratings, factor grades and…
TradingView is a charting platform used by a very large community of investors and traders. It covers stocks, ETFs, indices, currencies and more, with drawing tools, hundreds of built-in indicators…
Tools come from submissions and from our own reading. A tool must be live and available today.
We open the official website and confirm the tool does what our listing will say.
Each description is a short account, in our own words, of what the tool does and who uses it.
We list research tools only: no brokerages, trading signals or robo-advisors, and no stock picks.
A tool is listed once we have confirmed that its official site is live and that it does what our description says. Each tool sits in the one category that fits its main job. We don't publish scores, rankings or prices, because prices change often and a score would be our opinion presented as a fact. Tools we couldn't confirm stay off the site until we can.
EPSIndex lists research tools, not investments. Nothing on this site is investment advice, and the tools listed here, including their AI features, can be wrong. Check important figures against the company's own filings.
Makers can submit or claim a listing. A person checks every request. Published by Zwings LLC.
Start with the job. Reading filings, following earnings calls, screening for ideas, tracking a portfolio and building models are different tasks, and the tools in this directory are each built for one or two of them. Write down the two or three things you do every week and look for tools that do those well.
Check where the data comes from. Every research tool depends on a data source: the SEC, the companies themselves, an exchange, or a data vendor that licenses to many sites. Ask how often the data updates, how far back it goes, which markets it covers and how it handles splits, restatements and adjusted figures. Two tools showing different numbers for the same company is common, and the definitions usually explain why.
Treat AI output as a draft. AI summaries and answers are useful for scanning a long filing or a stack of transcripts, but they can misread tables, mix up periods or fill gaps with guesses. Prefer tools that link each answer to the passage it came from, and check every figure you plan to use against the original document.
Look past the free tier. Many tools offer a free plan that covers basic use and put history, exports, alerts or AI features behind a paid plan. Decide which features you need before you compare prices, and watch for annual plans that renew automatically.
Read the data terms. If a tool connects to your brokerage account, check how it connects, what it stores and whether it shares or sells data. If you upload documents to an AI tool, check whether they are used for training and how long they are kept.
Test with your own work. Most tools offer a free plan or trial. Pick a company you know well, run the same tasks in two or three tools, such as finding last year's segment revenue, summarizing the latest call and screening for its peers, and note which tool gets the right answer with the least effort.
Mind the total cost. Several small subscriptions add up quickly, and many overlap. A free research site, the SEC's own search, a spreadsheet and one paid tool cover a lot for most individual investors.
Keep the decision yours. No tool here knows your goals, taxes or time horizon, and ratings or scores inside a tool are its own models, not advice. Use these tools to read more and faster, then decide with your own checks or a licensed adviser.
No. We describe what each tool does and who uses it, in our own words, and link to the official site. There are no stock picks, scores or rankings, and nothing here is investment advice.
No. EPSIndex lists research tools only. Brokerages, trading signal services, crypto trading apps and robo-advisors are left out on purpose.
Use them to read faster, then check. AI summaries and answers can misread tables or mix up periods, so confirm any figure you rely on against the company's filing or the original transcript.
Plans and prices change often, and an out-of-date price is worse than none. Each tool page links to the official site, where current pricing lives.
Anyone can suggest a tool through the submission form. We check that it is live and does what we will say, then write the description ourselves. Listing is free.
A tool maker paid for a position on a page. Sponsored spots are always labeled, and payment never changes what we write about a tool.