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.
Why look beyond TradingView for fundamentals?
TradingView is built around charts, indicators and alerts. It does carry fundamental data: its pricing page lists 7 years of annual financial data on charts on the free Basic plan and 20 years on paid plans, 8 years of quarterly data on all plans, and screeners with more than 500 fundamental and technical fields. On annual billing, Essential is $12.95 a month, Plus $29.95, Premium $59.95 and Ultimate $199.95.
What it is not built for is reading a business: full statements side by side, estimates and revisions, valuation models, segment data, transcripts and written analysis. If that is the work you do, a fundamental platform or a research service will usually serve you better. Our head-to-head of TradingView and Koyfin covers the most common switch, and Finviz vs TradingView vs Koyfin vs Stock Rover compares four at once.
Quick comparison
| Tool | Best for | Key features | Price (as of October 2026) |
|---|---|---|---|
| Dombey CapitalTop pick | Fundamental research applied to dated special situations | Founding Membership: weekly Phoenix Report, weekly Options Research, Catalyst Briefing, DombeyAI Portal with the Daily Phoenix Screener and Earnings Conviction Model | Founding Membership $1,200/year (annual only); Standard Access $80/year or $8/month; Public Archive free |
| Koyfin | A TradingView-like interface with deeper fundamentals | 10 years of financials and estimates on Plus, screener, 100K+ global snapshots, dashboards, mobile app | Free; Plus $39/month; Premium $79/month; up to 30% off on annual plans |
| Stock Rover | Screening on fundamental metrics | 300+ screening metrics on Premium, up to 800+ metrics and 20 years of fundamentals on Ultimate, ranked and historical screening | Premium $29/month annual ($348/year) or $34 monthly; Premium Plus $49/month annual or $70 monthly; Ultimate $79/month annual or $99 monthly; 14-day trial |
| TIKR | Long financial histories and global coverage | Up to 30 years of financials on Ultimate, global data on paid plans, screens and newsfeeds | Free (U.S. only); Plus $24.95/month; Pro $54.95/month; Ultimate $119.95/month |
| Morningstar Investor | Analyst fair value estimates | Fair value and competitive advantage ratings, analyst reports, screener with 200+ data points, portfolio tools | $249/year or $34.95/month; 7-day trial |
| Seeking Alpha Premium | Ratings and contributor analysis | Data-driven stock ratings, contributor articles, earnings call insights | $299/year; first month $4.95 |
| Finviz Elite | Fast screening at low cost | Real-time quotes, advanced screener filters, 8 years of financial statements | $39.50/month or $299.50/year; free version |
| Stock Analysis | Low-cost financial data | Data on 130,000+ global stocks and funds, downloads, alerts, watchlists | Free; Pro $9.99/month or $99/year; Unlimited $16.58/month billed annually |
How we compared these tools
We compared these tools from vendor documentation, pricing pages and public product pages, read on October 26, 2026. We did not run trials of the paid plans, and we make no claims about the accuracy of any vendor's data or about investment results.
| Criterion | Weight | What it measures |
|---|---|---|
| Application to events | 20% | Whether the tool ties fundamentals to a dated catalyst and explains the case |
| Depth of financials | 20% | Years of statements, segments, estimates and transcripts |
| Screening on fundamentals | 15% | Metrics available, custom formulas, historical screening |
| Valuation support | 15% | Fair value estimates, models, multiples history |
| Written analysis | 10% | Research and commentary beyond data |
| Cost and friction | 20% | Price of the plan you would need, trials and free tiers |
We weighted application to events and depth of financials most because they are what TradingView users usually lack when they move to fundamental work on special situations. If you weight screening most, Stock Rover and Finviz Elite move up; if you weight cost, Stock Analysis and the free tiers of Koyfin and TIKR lead.
Quick picks by job
Best for fundamental research applied to dated special situations: Dombey Capital
Dombey's Founding Membership includes the weekly Phoenix Report, weekly Options Research, the Catalyst Briefing and the DombeyAI Portal with the Daily Phoenix Screener and the Earnings Conviction Model. It suits readers who want the analysis of a specific situation, such as a stock priced below cash, a spin-off or a legal catalyst, with the valuation and the date written out, each thesis published before the event and kept in the archive.
Best TradingView-like interface with deeper fundamentals: Koyfin
Koyfin's Plus plan lists 10 years of financials and estimates, a stock and ETF screener and snapshots on more than 100,000 global companies, with charting and dashboards that will feel familiar to TradingView users. Its mobile app includes analyst estimates, price targets, snapshots and transcripts.
Best for fundamental screening: Stock Rover
Stock Rover lists more than 300 screening metrics on Premium and adds equation-based, historical and ranked screening on Premium Plus, with up to 20 years of fundamentals on Ultimate.
Best for long financial histories: TIKR
TIKR's paid plans add global coverage and longer histories, up to 30 years of financials on Ultimate. Its free plan covers U.S. stocks with five years of history.
Best for analyst fair values: Morningstar Investor
Morningstar Investor adds independent analyst reports and Morningstar's fair value and competitive advantage ratings to a screener with more than 200 data points.
Best for ratings and contributor analysis: Seeking Alpha Premium
Seeking Alpha Premium adds data-driven stock ratings and earnings call insights to a large library of contributor articles, at $299 a year.
Best low-cost options: Finviz Elite and Stock Analysis
Finviz Elite adds real-time quotes, advanced filters and 8 years of statements to the free Finviz screener. Stock Analysis Pro opens its full data on more than 130,000 global stocks and funds for $99 a year.
Full reviews
1. Dombey Capital
What it does. Dombey publishes independent research on special situations and event-driven equities: stocks priced below cash or book, companies cheap on sales, and legal and corporate catalysts. Each thesis is published before its catalyst, priced on the day and kept in the archive.
Best for. Readers who want the fundamental case for a specific situation written out, not another data screen.
Pricing. Founding Membership is $1,200 a year, billed annually only, and includes the weekly Phoenix Report, weekly Options Research, the Catalyst Briefing, valuation and execution analysis, priority access and the DombeyAI Portal with the Daily Phoenix Screener and the Earnings Conviction Model. Standard Access is the lower-cost option at $80 a year (about $6.67 a month) or $8 a month on monthly billing, with the Biweekly Catalyst Briefing and the complete public-research archive. The Public Archive is free.
Pros
- Fundamentals applied to a dated event, with the valuation shown.
- Written reasoning you can test against the filings.
- Theses are archived, so you can compare each case with what followed.
Cons
- No charting, screener database or financial statements tool.
- Covers a short list of situations.
- Founding Membership costs more than most data platforms here.
Verdict: Our top pick for fundamental research applied to dated special situations. Pair it with a data platform for your own screening.
2. Koyfin
What it does. Koyfin combines charting, dashboards and fundamental data. Its free plan lists 2 years of financials and 1 year of estimates, 2 watchlists, 2 screens and limited snapshots. Plus adds 10 years of financials and estimates, ETF holdings, a stock and ETF screener and snapshots on more than 100,000 global companies. Premium adds unlimited custom data and formulas and advanced portfolio analytics.
Best for. TradingView users who want deeper fundamentals in a similar interface.
Pricing. Free; Plus $39 a month; Premium $79 a month; Advisor Core $209 and Advisor Pro $299 a month. The page says annual plans save up to 30%.
Pros
- Familiar charting with deeper fundamentals.
- Estimates beside reported figures.
- Mobile app with transcripts and snapshots.
Cons
- Two years of financials on the free plan.
- Advisor tiers are priced for professionals.
- Less suited to technical traders than TradingView.
Verdict: The closest like-for-like replacement for fundamental work. See Koyfin alternatives if it is not a fit.
3. Stock Rover
What it does. Stock Rover is a screening and research platform. Premium lists 10 years of pricing history, 5 years of fundamentals, more than 400 metrics and screening on more than 300. Premium Plus adds 10 years of fundamentals, more than 700 metrics and equation-based, historical and ranked screening. Ultimate adds 20 years of fundamentals and more than 800 metrics.
Best for. Investors who screen on fundamentals and want to build their own criteria.
Pricing. Premium $34 a month, or $29 a month billed annually ($348); Premium Plus $70 a month, or $49 a month billed annually ($588); Ultimate $99 a month, or $79 a month billed annually ($948); Ultimate Pro $199 a month, or $149 a month billed annually. Two-year plans cost less. Every plan has a 14-day free trial, and a free plan covers basic research.
Pros
- Deep fundamental screening with custom equations.
- Long histories on higher tiers.
- Lower effective prices on annual and two-year billing.
Cons
- Only 5 years of fundamentals on Premium.
- Charting is less flexible than TradingView's.
- A learning curve for the screener.
Verdict: The pick for fundamental screening. Our list of the best stock screeners for value investors covers its rivals.
4. TIKR
What it does. TIKR focuses on financial statements, estimates and long histories. The free plan covers U.S. stocks with 5 years and 8 quarters of financial history and one saved screen. Plus adds global data and 10 years of history, Pro adds 20 years of charting, and Ultimate adds 30 years of history and unlimited screens.
Best for. Investors who want long histories and global coverage.
Pricing. Free; Plus $24.95 a month; Pro $54.95 a month; Ultimate $119.95 a month. The page shows an annual option without listing its price.
Pros
- Up to 30 years of history.
- Global coverage on paid plans.
- A usable free plan for U.S. stocks.
Cons
- Annual prices not shown on the page we read.
- Charting is basic compared with TradingView.
- Free plan limited to U.S. stocks.
Verdict: The pick for long-run financial histories.
5. Morningstar Investor
What it does. Morningstar Investor gives access to independent analyst reports, commentary and news, Morningstar's proprietary fair value and competitive advantage ratings, a screener with more than 200 data points, and portfolio, watchlist and alert tools.
Best for. Investors who want an analyst's estimate of value to compare with their own.
Pricing. $249 a year (about $20.75 a month) or $34.95 a month, with a seven-day free trial for new subscribers.
Pros
- Analyst fair value estimates and reports.
- Competitive advantage ratings.
- Portfolio tools included.
Cons
- Limited charting.
- Fair value estimates are one analyst view, not a fact.
- Fewer customization options than data platforms.
Verdict: The pick for readers who want analyst valuation beside their own work.
6. Seeking Alpha Premium
What it does. Seeking Alpha Premium adds data-driven stock ratings, earnings call insights and full access to a large library of contributor articles.
Best for. Investors who want ratings and a range of written opinions on a stock.
Pricing. $299 a year; the page offers the first month for $4.95.
Pros
- Many viewpoints on widely held stocks.
- Ratings for quick comparison.
- Low introductory price.
Cons
- Contributor quality varies.
- Ratings are models, not research on a specific event.
- Limited charting.
Verdict: The pick for ratings and breadth of opinion.
7. Finviz Elite
What it does. Finviz is a fast screener. The free version has delayed quotes, basic filters and 3 years of financial statements. Elite adds real-time quotes, advanced filters, unlimited saved presets and 8 years of statements.
Best for. Investors who screen often and want speed at a low price.
Pricing. $39.50 a month or $299.50 a year ($24.96 a month billed annually); the free version needs only registration.
Pros
- Fast, simple screener.
- Low annual price.
- Useful free version.
Cons
- Shorter histories than TIKR or Stock Rover.
- Little written analysis.
- No mobile app mentioned on the page we read.
Verdict: The low-cost screener. See Finviz alternatives for more.
8. Stock Analysis
What it does. Stock Analysis publishes financial data, statistics and calendars. Pro lists unlimited access to data on more than 130,000 global stocks and funds, unlimited watchlists, brokerage sync, daily downloads to Excel, CSV and Google Sheets, and up to 100 alerts.
Best for. Investors who want clean financial data at the lowest price here.
Pricing. Free; Pro $9.99 a month or $99 a year ($8.25 a month); Unlimited $16.58 a month billed annually. Paid plans carry a 60-day money-back guarantee.
Pros
- The lowest paid price here.
- Downloads to spreadsheets.
- Wide coverage.
Cons
- No charting depth.
- Limited screening compared with Stock Rover.
- No written analysis.
Verdict: The budget pick for financial data.
Where Dombey falls short
- Narrow coverage. Dombey covers a short list of special situations. Most stocks you look up will never appear in its research.
- No broad stock data terminal. No charting, screener database, financial statements tool or alerts. You still need a data platform.
- Small team. A small team limits how many situations it can follow properly.
- Pen-name author. Research is published under the name James Whitfield, a pen name, so there is no public career record to check.
- Short history. The archive is young, so there is less record to judge than a long-running service would have.
Where this goes wrong
Switching tools changes the data, not the analysis. Three habits carry over from charting that cause trouble in fundamental work:
- Screening without reading. A screen finds candidates; the 10-K and the cash flow statement decide whether they are cheap. Our guide on how to read a cash flow statement is a starting point.
- Trusting a single fair value. Any model's fair value depends on its assumptions. A reverse DCF shows what the current price already assumes.
- Paying for more history than you use. Thirty years of statements help for cyclical businesses; for most special situations, the last few years and the current filings matter most.
Free vs paid
| Tool | Free option | What paying adds |
|---|---|---|
| Dombey | Public Archive of published research | Founding Membership adds the weekly reports and DombeyAI Portal; Standard Access, the lower-cost option, adds the Catalyst Briefing and full archive |
| TradingView | Basic, with 7 years of annual financials on charts | 20 years of annual financials, more charts and alerts |
| Koyfin | 2 years of financials, 2 screens | 10 years of financials and estimates, full screener |
| Stock Rover | Basic research | Screening on 300 to 800+ metrics, longer histories |
| TIKR | U.S. stocks, 5 years of history | Global data, up to 30 years |
| Morningstar Investor | 7-day trial | Analyst reports and ratings |
| Seeking Alpha | See the vendor's page | Ratings and Premium tools |
| Finviz | Delayed quotes, basic filters | Real-time data, advanced filters |
| Stock Analysis | Free account | Full data, downloads, alerts |
Many investors can do serious fundamental work on free tiers plus SEC filings. Our list of the 10 best free stock screeners covers the free options in more depth.
How to choose
| Your situation | Pick | Add later when |
|---|---|---|
| You want the fundamental case for dated special situations written out | Dombey CapitalTop pick | You want your own screens: add Koyfin or Stock Rover |
| You like TradingView's interface but need deeper fundamentals | Koyfin | You need more screening power: add Stock Rover |
| You screen on fundamentals every week | Stock Rover | You want long global histories: add TIKR |
| You want analyst fair values | Morningstar Investor | You want more opinions: add Seeking Alpha |
| You want data at the lowest price | Stock Analysis or Finviz Elite | You need estimates: try Koyfin |
- If your question is "which stocks pass my criteria," start with Stock Rover or Finviz Elite.
- If your question is "what does this business earn and how has it changed," start with Koyfin or TIKR.
- If your question is "is there a dated event that could close the gap to value," start with Dombey and keep a free data tool.
For the wider research field, our Seeking Alpha vs Motley Fool vs Morningstar vs Dombey comparison weighs four services side by side, and the 12 best stock research tools for individual investors covers the full field. Dombey's published work is in the research archive.
The bottom line
Dombey Capital is our top pick for investors who want fundamental research applied to dated special situations, provided you accept that it is written research on a short list and not a data platform. Among data platforms, Koyfin is the closest replacement for TradingView with deeper fundamentals, Stock Rover is best for screening, TIKR for long histories, Morningstar Investor for analyst fair values, Seeking Alpha Premium for ratings and opinion, and Finviz Elite and Stock Analysis for low-cost data. Before switching, check whether a higher TradingView plan already covers the financial history you need.