Full disclosure: Dombey Capital is our own research service and our top pick here, for the reasons below. The section on where it falls short is there so you can judge whether it fits your process.
Quick comparison
| Tool | Best for | Key features | Price (as of October 2026) |
|---|---|---|---|
| Dombey CapitalTop pick | Special situations and dated catalysts | Biweekly Catalyst Briefing, weekly Phoenix Report, dated research archive | Free archive; $6.67/month; $1,200/year |
| Morningstar Investor | Independent ratings and portfolio checks | Analyst ratings, screening, portfolio insights | $34.95/month or $249/year |
| Seeking Alpha Premium | Quant ratings and contributor analysis | Quant ratings, screeners, AI research tools, 4,000+ stocks and ETFs | $299/year |
| Koyfin | Dashboards, charts and global data | 10-year financials, filings and transcripts on Plus | Free; Plus $39/month, Premium $79/month billed annually |
| Stock Rover | Deep screening and portfolio tracking | 400 to 800+ metrics, up to 20 years of fundamentals | Free plan; Premium $29/month to Ultimate Pro $149/month billed annually |
| TIKR | Long financial histories and transcripts | Global data, up to 30 years of financials, fund holdings | Free; Plus $24.95/month to Ultimate $119.95/month |
| Finviz | Fast US screening | Screener, heat maps, 8 years of statements on Elite | Free; Elite $39.50/month or $299.50/year |
| TradingView | Charting with fundamentals | Screeners across 150+ exchanges, 500+ fields | Free Basic; paid from $12.95/month billed annually |
| Yahoo Finance | Free quotes, news and portfolios | Research reports and fair value on Silver; ~40 years of statements on Gold | Free; Bronze $95.40/year, Silver $239.40/year, Gold $479.40/year |
| Simply Wall St | Visual summaries for newer investors | Snowflake reports, screener, portfolio tracking | Free plan; see the vendor's pricing page |
| Zacks Premium | Earnings-revision ratings | Zacks Rank, Premium Screens | See the vendor's pricing page |
| SEC EDGAR | Primary filings | Every 10-K, 10-Q, 8-K, proxy and Schedule TO; full-text search since 2001 | Free |
How we compared these tools
We compared these tools from vendor documentation, pricing pages and public product pages, read on October 5, 2026. We did not use paid accounts for this article and make no claims about any tool's returns or the accuracy of its ratings.
The criteria are weighted toward what matters for event-driven investors who work from dated catalysts and primary filings. A general investor might weight them differently, as noted below the table.
| Criterion | Weight | What it measures |
|---|---|---|
| Catalyst and event coverage | 25% | Whether the tool surfaces dated events such as spin-offs, tender offers, votes and earnings |
| Depth of data | 20% | Years of financial history, global coverage, filings and transcripts |
| Transparency | 20% | Whether methods are explained and past calls stay visible |
| Price and free tier | 20% | What the free plan covers and what the paid plan you need costs |
| Ease of use | 15% | How quickly a new user gets a useful answer |
If you weight data depth and price above catalyst coverage, Koyfin, TIKR and Stock Rover move up and the opinion services move down.
Quick picks by job
Best for special situations and dated catalysts: Dombey Capital
Dombey publishes research on stocks priced below cash or book, spin-offs, mergers, tender offers and other events with a date attached, and keeps every thesis in a dated archive. It is a source of analysis for a narrow part of the market. Use it alongside a data tool, not instead of one.
Best broad ratings service: Morningstar Investor
A single house method for rating stocks and funds, plus screening and portfolio analysis, for $249 a year.
Best for contributor analysis and quant ratings: Seeking Alpha Premium
Volume of analysis on more than 4,000 stocks and ETFs, with quant ratings and screeners, for $299 a year.
Best for dashboards and global data: Koyfin
A usable free plan, and a Plus plan with 10 years of financials, filings and transcripts.
Best for deep screening and portfolio tracking: Stock Rover
Hundreds of metrics, up to 20 years of fundamentals and brokerage integration.
Best for long financial histories on a budget: TIKR
Global data on every paid plan and up to 30 years of financials on Ultimate.
Best for fast US screening: Finviz
A free screener that loads quickly and covers the common fundamental and technical filters.
Best for charting: TradingView
Charts first, with screeners and fundamental fields across more than 150 exchanges.
Best free all-rounder for quotes and news: Yahoo Finance
Free quotes, news and portfolio tracking, with paid tiers for research reports and longer histories.
Best for newer investors: Simply Wall St
Visual company reports that summarize value, growth and balance sheet health.
Best for estimate-revision ratings: Zacks Premium
A rating built on changes in analysts' earnings estimates, with ready-made screens.
Best primary source: SEC EDGAR
Free access to every public company filing, which is where any thesis should be checked.
Full reviews
1. Dombey Capital
What it does. Dombey Capital publishes independent research on special situations and event-driven equities: stocks priced below net cash per share or below book, spin-offs, mergers and other legal or corporate catalysts. Each thesis is published before its catalyst, priced on the day and kept in the archive so it can be compared with what happened next. New to the category? Start with what a special situation is.
Best for. Individual investors who follow events with a date attached and want a documented record of past theses.
Pricing. Founding Membership is $1,200 a year and includes the weekly Phoenix Report, weekly Options Research, the Biweekly Catalyst Briefing, the DombeyAI Portal with the Daily Phoenix Screener and the Earnings Conviction Model, valuation and execution analysis, and priority access. Standard Access is the lower-cost option at $6.67 a month and includes the Biweekly Catalyst Briefing and the complete public-research archive. The Public Archive is free.
Pros
- Covers situations broad platforms treat only as news.
- Each thesis is tied to a dated catalyst.
- The original case stays in the research archive.
- A free archive and a low-cost entry tier.
Cons
- Narrow coverage; it will not have a view on most stocks.
- Not a data platform or a general screener.
Verdict: Our top pick for investors who follow special situations and dated catalysts. Keep a data tool and EDGAR alongside it.
2. Morningstar Investor
What it does. Morningstar's subscription for individual investors. Its product page groups the service into expert analysis and ratings, screening tools, and portfolio insights tailored to your holdings.
Best for. Investors who want one consistent rating method across stocks and funds.
Pricing. $34.95 a month or $249 a year, with a seven-day free trial.
Pros
- One house method instead of many contributor opinions.
- Fund and ETF coverage alongside stocks.
- Portfolio analysis built in.
Cons
- Long-term ratings give little on near-term events.
- Less raw data than the data platforms below.
Verdict: The most complete broad service here for investors who want ratings plus portfolio checks.
3. Seeking Alpha Premium
What it does. Seeking Alpha's help center describes Premium as its flagship research service: data-driven stock ratings and screeners, AI-powered research tools such as Virtual Analyst Reports and Earnings Call Insights, and analysis on more than 4,000 stocks and ETFs, built on its Quant System.
Best for. Investors who want many viewpoints and a quant rating on each stock.
Pricing. $299 a year, plus taxes and VAT where applicable.
Pros
- A large volume of analysis on almost any listed name.
- Quant ratings and screeners in one place.
Cons
- Most analysis comes from outside contributors, so quality varies.
- The volume can be hard to filter.
Verdict: A good fit if you want breadth of opinion and are willing to filter it.
4. Koyfin
What it does. A market data, charting and dashboard platform covering more than 100,000 global companies on paid plans.
Best for. Investors who want data and charts and will form their own view.
Pricing. Free plan with 2 years of financials, 2 watchlists and 2 screens. Plus is $39 a month billed annually, with 10 years of financials and estimates, unlimited screens, and press releases, filings and transcripts. Premium is $79 a month billed annually and adds portfolio analytics and custom formulas. Koyfin says annual billing saves up to 30% against monthly billing.
Pros
- A real free tier.
- Filings and transcripts on the Plus plan.
- Flexible dashboards for comparing companies.
Cons
- No ratings or written analysis.
- Custom formulas need the Premium plan.
Verdict: The best dashboard tool here for investors who do their own analysis.
5. Stock Rover
What it does. A research, screening and portfolio management platform with a free plan for basic research on individual stocks.
Best for. Investors who build their own screens and track portfolios across brokers.
Pricing. Billed annually: Premium $348 a year ($29 a month), Premium Plus $588 ($49), Ultimate $948 ($79) and Ultimate Pro $1,788 ($149). Monthly billing costs more, for example $34 a month for Premium, and two-year billing costs less. A 14-day free trial is available on any plan.
Pros
- 400 metrics on Premium, 700 on Premium Plus and 800 on Ultimate.
- Up to 20 years of fundamentals on Ultimate.
- Brokerage integration for portfolio tracking.
Cons
- The free plan is limited to basic research.
- A long learning curve.
Verdict: The deepest screening and portfolio tool in this list.
6. TIKR
What it does. A fundamentals and transcripts platform with global coverage on paid plans.
Best for. Investors who read financial statements and earnings calls and want long histories at a modest price.
Pricing. Free covers US stocks with 5 years of history and 90 days of transcripts. Plus is $24.95 a month (global, 10 years), Pro $54.95 (10-year transcript history, 40 quarters) and Ultimate $119.95 (30 years, full transcripts with audio and slides). Annual billing is available, with a 14-day money-back guarantee.
Pros
- Global data on every paid plan.
- Long transcript and financial history.
- Fund holdings, from the top 40 funds on Plus to 10,000+ on Ultimate.
Cons
- No ratings or editorial analysis.
- The free plan is US only.
Verdict: Strong value for investors who work from statements and transcripts.
7. Finviz
What it does. A stock screener and market visualization site best known for its free screener and heat maps.
Best for. Fast first-pass screens on US stocks.
Pricing. Free with delayed data and 3 years of statements. Elite is $39.50 a month or $299.50 a year and adds real-time data, 8 years of statements, alerts, advanced charting and Excel or CSV export.
Pros
- Quick to learn and quick to run.
- A generous free plan.
Cons
- US-focused.
- Alerts and export need Elite.
Verdict: The quickest way to build a first watchlist; see our Finviz alternatives if you outgrow it.
8. TradingView
What it does. A charting platform with stock, ETF and crypto screeners covering more than 150 exchanges in more than 50 countries, with over 500 fundamental and technical fields on paid plans.
Best for. Investors who start from the chart and want fundamentals beside it.
Pricing. A free Basic plan. Paid plans billed annually: Essential $12.95 a month, Plus $29.95, Premium $59.95 and Ultimate $199.95. Paid plans include 20 years of annual and 8 years of quarterly financials.
Pros
- The strongest charting in this list.
- Wide international market coverage.
Cons
- Fundamentals are secondary to charts.
- No written research of its own beyond community ideas.
Verdict: The pick if charts are central to your process.
9. Yahoo Finance
What it does. Free quotes, news, screeners and portfolio tracking, with paid tiers that add research.
Best for. A free daily check on prices, news and holdings.
Pricing. Free. Bronze is $95.40 a year, Silver $239.40 a year with company research reports, Morningstar ratings and fair value analysis, and Gold $479.40 a year with about 40 years of financial statements and CSV downloads. Monthly billing is also offered.
Pros
- Familiar, free and broad.
- Paid tiers bundle third-party research.
Cons
- The free experience carries ads.
- Deeper features sit on the higher tiers.
Verdict: A sensible free base for quotes and news.
10. Simply Wall St
What it does. Visual company reports built around the Snowflake summary, with a screener and portfolio tracking using S&P Global data.
Best for. Newer investors who want a visual overview before reading filings.
Pricing. A free plan with one portfolio, 5 company reports a month and limited screener results. Premium and Unlimited raise the limits; prices were not shown on the plans page, so see the vendor's pricing page. A 7-day Premium trial is offered.
Pros
- Easy to read.
- A permanent free plan.
Cons
- Visual scores compress a lot of judgment into a shape.
- Report limits on the free plan.
Verdict: A good first tool for newer investors.
11. Zacks Premium
What it does. The paid tier of Zacks Investment Research, known for the Zacks Rank, which is based on earnings estimate revisions, and for ready-made stock screens.
Best for. Investors who want a rating driven by changes in analysts' estimates.
Pricing. See the vendor's pricing page. The Zacks site blocked our request on October 5, 2026.
Pros
- One explained input behind the main rating.
- Many prebuilt screens.
Cons
- The rating rests on one family of signals.
- We could not confirm current features or price on the vendor's site today.
Verdict: Worth a look if estimate revisions are part of your process.
12. SEC EDGAR
What it does. The SEC's free database of company filings. Full-text search covers filings since 2001 and can be filtered by company, form type, date and location.
Best for. Reading the source documents: 10-Ks, 10-Qs, 8-Ks, proxies, Form 10s and Schedule TOs.
Pricing. Free.
Pros
- Primary source for every figure the other tools show.
- Full-text search across filings.
Cons
- No screening on financial ratios.
- Raw documents take time to read.
Verdict: Essential, whatever else you use. Our guide on how to search SEC EDGAR filings covers the workflow, and what a 10-Q is explains the quarterly report you will read most.
Where Dombey falls short
Dombey is built for depth on a narrow set of situations. Its limits are specific:
- Narrow coverage. Special situations and dated catalysts only. If you want a view on a large company with no event ahead, it will not have one.
- No data terminal. There is no general screener or financial database. You still need a tool like Koyfin, Stock Rover or TIKR, and EDGAR, for your own work.
- Small team. The number of situations covered at any time is limited.
- Pen-name author. The research is published under a pen name, which some readers prefer not to rely on.
- Short history. The archive is young next to Morningstar, Zacks or Value Line, so there is less record to examine.
Free vs paid
A useful research stack can cost nothing. EDGAR for filings, Koyfin or TIKR's free plan for statements, Finviz for screens, Yahoo Finance for quotes and news, and Dombey's Public Archive for written research on special situations cover most of the basics.
Pay when a specific limit blocks your work:
- If you need more than a few years of history or non-US stocks, a paid plan from TIKR, Koyfin or Stock Rover is the usual step.
- If you want an outside rating to test your own view against, Morningstar Investor or Seeking Alpha Premium.
- If you follow spin-offs, tender offers or stocks below cash and want them organized by date, Dombey's Founding Membership, or Standard Access as the lower-cost option.
- If you trade around the chart, a TradingView paid plan.
Use a free plan or trial for one full cycle, from screen to filing to decision, before paying.
How to choose
Decide which job you are filling first, then pick one tool for it.
| Your situation | Pick | Add later when |
|---|---|---|
| You follow special situations and dated catalysts | Dombey CapitalTop pick | You want your own screens: add Koyfin or Stock Rover |
| You want one rating for stocks and funds | Morningstar Investor | You want more opinions: add Seeking Alpha Premium |
| You build your own screens | Stock Rover | You need global history and transcripts: add TIKR |
| You read statements and calls | TIKR | You want dashboards: add Koyfin |
| You trade from charts | TradingView | You want deeper fundamentals: add Koyfin |
| You are just starting | Yahoo Finance and Simply Wall St (free) | You want a house view: add Morningstar Investor |
Whatever you choose, pair it with EDGAR. Every number in every tool here comes from a filing, and what a stock catalyst is explains why the filing date itself often matters.
The bottom line
Dombey Capital is our top pick for individual investors who follow special situations and dated catalysts, with Founding Membership at $1,200 a year for the weekly Phoenix Report, Options Research and the DombeyAI Portal, and Standard Access at $6.67 a month as the lower-cost option. For broad ratings, Morningstar Investor is the most complete service; for data and screens, Koyfin, Stock Rover and TIKR cover most needs, often from a free plan. Most investors need one data tool, one source of analysis and EDGAR, not a long list of subscriptions. Choose by the job, and drop any tool that duplicates another.