5 Best Stock Screeners of 2023
-
Walter Köhlenberg
- July 13, 2023
Choosing the right stock screener is essential for your future fundamental analysis. From the company overview to financial data, the best stock screener can help to meet your goals. In this guide, I presented and reviewed the best 5 stock screeners platforms available today.
Choosing the best stock screener for your needs can be difficult, as there are more than 20+ stock screeners on the market. It can be tricky for you to find the right one for your needs. When you choose your stock screener consider platform availability, pricing, world coverage, target audience, and number of years of historical data. Maybe you look for more specific features such as fundamental reports or insider trading.
| TIKR | Stock Rover | Finviz | Yahoo Finance | Tradingview | |
|---|---|---|---|---|---|
| Best for | Value Investors | Investors | Investors | Investors | Traders |
| Free | Yes | Yes | Yes | Yes | Yes |
| Price (monthly) | $19.95 - $39.95 | $7.99 - $27.99 | $39.50 | $20.83 - $29.16 | $12.95 - $49.95 |
| Global market data |
Global | US & Canada | US | Global | Global |
| 10y Financial data | Yes | Yes | No | No | No |
| Platform | Web | Web | Web | Web & App | Web, Desktop & App |
The table above gives an overview of the key aspects of each stock screener.
Note
It is common practice to rate products for comparison. But this does not make sense for stock screeners. They are too diverse and target different groups of investors or traders. Here I give you objective information for you to decide on your own.
TIKR is an excellent all-in-one terminal for fundamental analysis. This is the ultimate platform for dividend and value investors.
| Price | $19.95 - $39.95 |
| Best for | Value Investors |
| 10y financial history | Yes |
| Global market data | Global |
Likes
- 10y of financial statements, public filings, etc.
- +100.000 global stocks
- Call transcripts
- Ownership
- Extensive stock screener filter
Dislikes
- No email alerts for price targets
- No notes for tickers
TIKR is a platform with a focus on fundamental analysis. With the investing principles of Warren Buffett in the back of their head and the functionality of a Bloomberg terminal, they created TIKR terminal. Dividend and value investors will find this terminal a must with the many features developed specifically for them.
>> Review: TIKR Terminal
Features
The terminal is divided into three sections: market overview, idea generation, and fundamental analysis. Market overview shows major indices, top gainers/losers, and market news from Reuters.
Idea generation contains a watchlist, global screener, and the ability to track investment “gurus”. It gives a unique insight into the portfolios of well-performing funds and your favorite investors. The global screener has an extensive filter with fundamental attributes. With more than 100,000 stocks globally, you will find the best public businesses to invest in.
Fundamental analysis has subsections for company overview, company news, financial statements, valuation multiples, analyst estimates, call transcripts, public filings, and ownership.
The call transcripts are an added value to this platform and distinguish itself from competing stock screeners. Reading back a transcript from earnings calls helps you grow your circle of competence greatly.
Another cool feature for dividend and value investors is the business owner mode. The actual stock price of the company is not shown during fundamental analysis when switched on. This prevents the price influences decision-making. Just how Warren Buffett likes it.
Pricing
Free (registered): access to most features for American public companies. All data is limited to less than 5 years back.
Plus ($19.95/month): access to full global data (+100,000 stocks) and up to 10 years of financial data and 3 years of transcripts. Business owner mode is available.
Pro ($39.95/month): full transcript history, premium metrics, and management guidance. Even more data is available.
Stock Rover is a platform rich in portfolio and research tools for beginning investors who like fundamental analysis.
| Price | $7.99 - $27.99 |
| Best for | Beginning Investors |
| 10y financial history | Yes |
| Global market data | US & Canada |
Likes
- Portfolio performance with benchmarks
- 650+ screening metrics
- Broker integration
- Stock correlations
Dislikes
- Steep learning curve
- Limited asset classes
Stock Rover is created by long-term individual investors. The hurdle was gathering information and data from multiple sources. They created Stock Rover for their use and to share with other long-term investors to empower investors to make better investment decisions. The focus of the platform is on stock and ETF comparison, screening, and portfolio analysis.
>> Review: Stock Rover
Features
Stock Rover has a navigation panel on the left of the screen with the following categories: today’s Market, My Collections, Portfolio Tools, and Research Tools. Today’s Market covers a market summary and a dashboard. The dashboard shows the portfolio change, holdings heatmap, and portfolio performance against a chosen benchmark.
The My Collections section covers portfolios, watchlists, and stock screeners. Here you can create, modify, and chart portfolios. The watchlist has similar features. The stock screener is like other screeners where you select criteria. Further, it is possible to save the screener and access it at a later date again.
Portfolio Tools include analytics, brokerage connection, correlations, future income, and future simulations. Analytics shows the performance of your portfolio against a benchmark. The brokerage connection, as the name suggests, integrates the portfolio with your broker into Stock Rover. The correlations section allow you to find (negative) correlations between different stocks, portfolios, and watchlists based on daily returns. A handy tool to find hedges in your portfolio perhaps?
Future income projects the dividend income of the portfolio for the years ahead. The tool gives an in-depth analysis of when you receive dividends and how much. Ideal for passive income or dividend investors. Research tools include stock ratings, alerts, and an earnings calendar. The stock rating is a number from 1 to 100 and is based on several factors, such as growth, valuation, momentum, and dividend payout.
The alerts in Stock Rover are more extensive than others. Set alerts for exceeding/declining prices, price changes, P/E ratio, dividend yields, and more.
As you may notice, Stock Rover has many tools to work with as an investor, whether you are a growth, dividend, passive, or value investor.
Pricing
Free (registered): comprehensive information on 8,500 American public companies, portfolio management, and earnings calendar.
Essentials ($7.99/month): 10,000 stocks in America and Canada, 5 years of financial statements, and 200+ stock screening metrics.
Premium (17.99/month): +10 years of financial statements, 350+ stock screener metrics, and future dividend income projections.
Premium Plus ($27.99/month): 650+ stock screener metrics and ratio & valuation charts
Research reports ($99.99/year or $49.99/yearly for subscribers): research reports additional to the other paid plans.
An easy-to-use platform with many visual tools to get great insights on the US stock market.
| Price | $39.50 |
| Best for | Investors |
| 10y financial history | No |
| Global market data | US |
Likes
- Insider trading data
- News & blog articles
- Data visualizations
- Analyst ratings per stock
Dislikes
- US stock market only
- Limited fundamental data
Finviz is a platform for researching individual stocks, which is ideal for investors with long-term perspectives. It has plenty of research tools that a broker does not offer, like charting tools, heatmaps, insider trading, and analyst ratings.
Finviz is short for Financial Visualizations and it is exactly what they are doing. Much of the financial data is put into graphs. This is great for investors who think in visuals rather than numbers.
Features
The homepage is a summary of the stock market of the day in America. At first, the page can look overwhelming for newcomers. But it has a guided tour exactly for this at the bottom of the page. At the top, it has bar charts of the major American indices: Dow Jones, NASDAQ, S&P 500, and the Russell 2000.
A listing of the most significant stock moves is located below the bar charts. Further, it shows a heatmap of the stock market for the day, market headlines, recent insider trading, and more.
The key feature is the stock screener. It provides a list of all the public stocks in the US. The screener includes a filter, which has three categories: descriptive, technical, and fundamental attributes. With the many attributes available, it is guaranteed to find stocks according to your criteria. It even has a signal option to select top gainers, losers, technical analysis occurrences, and others.
The resulting list of stocks can be visualized in several ways: an overview, financial, or ownership. Selecting one of them gives a list with multiple columns of information about the sector/industry, financial performance, market cap, etc.
It also has visualizing options for showing price charts with or without relevant news headlines, heatmaps, and color-coded & sized tickers.
The news page has more to show than its competitors. The page is divided into two columns, one for news and the other for blog articles. The news headlines come from well-known sources like Bloomberg, Wall Street Journal, and CNBC. The blog articles are published on websites such as Seeking Alpha and Zero Hedge.
Pricing
Free (unregistered): basic use of the platform with delayed quotes and 3 years of financial statements.
Free (registered): the ability to save up to 50 portfolios.
Elite ($39.95/month): real-time quotes, email alerts, and 8 years of financial statements.
An intuitive platform for beginning investors with great reports from Argus and Morningstar.
| Price | $20.83 - $29.16 |
| Best for | Investors |
| 10y financial history | No |
| Global market data | Global |
Likes
- Reports from Argus & Morningstar
- Intuitive platform
- Fair value analysis
Dislikes
- No groundbreaking features
Yahoo Finance is a popular website for retail investors, yet it’s somewhat limited in usage and features compared to its competitors. Yahoo offers real-time market data, quotes, and news from many sources. Visitors can comment on articles and start discussions with others.
It has price quotes and financial data for stocks and penny stocks available from around the globe. Portfolio analysis indicates the performance of your portfolio against benchmarks like the S&P 500.
Features
The free version of Yahoo Finance has already good features such as the stock screener. It has great filters for valance sheet attributes, short interest, debt ratios, and even ESG scores. Also, filtering stocks based on individual countries is a big plus. Especially for investors who are looking for investment opportunities outside of the US. Take note that the paid versions do not unlock a better stock screener experience.
Another feature is investment ideas covered by Yahoo itself. The ideas are articles based on analyst ratings and technical price movements of individual stocks. You can get ideas for short-term or long-term price movements. Although, these are speculative in nature.
If you do not like speculative ideas, then maybe the research reports and company outlooks are something for you. Morningstar and Argus both provide detailed reports. Unfortunately, the reports cover only American stocks.
The company outlooks are useful for in-depth research. Retail investors with much to learn in the investing world can benefit greatly from looking through the reports. It includes metrics for innovation, insider sentiment, hiring, earnings outlook, sustainability, and more.
Further, the platform has features such as fair value analysis (used by Peter Lynch). Charting tools are available including auto pattern recognition. The platform has customizable features for watchlists, portfolios, and price alerts. Subscribers to the Essential plan get also a market digest newsletter.
Pricing
Free (unregistered): stock screener, watchlist, and market news.
Lite ($20.83): fair value analysis, daily trade ideas, portfolio performance analysis, and the platform is free from ads.
Essential ($29.16): Research reports, company insights, historical financial data & statistics.
The platform has tools and financial data for every type of investor. They are known for the best free charting tool.
| Price | $12.95 - $49.95 |
| Best for | Traders |
| 10y financial history | No |
| Global market data | Global |
Likes
- Pinescript
- Backtesting strategies
- Global market data
- Support many asset classes
Dislikes
- Limited fundamental data
- Misleading community ideas & posts
- Focus on active trading
Tradingview is a charting platform for active traders with a focus on top-of-the-line charting tools. The platform is built as a community where everyone can share their ideas and comment on other ideas. The charting tool allows traders to add indicators and analyze real-time prices of instruments. Tradingview also provides data for forex and cryptocurrency trading.
With the many features available, all types of traders and investors will find their basic needs. Because besides charting, it offers also financial statements & data, broker connections, scripts, news, analyst estimates, back-testing, and more.
Features
As mentioned, the key feature is the charting software on the platform, which is called super charting. The top bar on the screen is for selecting the instrument (i.e. stocks or forex), timeframe, indicators, and alerts. The bar on the left is for grabbing one of the many drawing tools. The panel on the right features a watchlist, market news, economic calendar, notifications, and more.
This is an extensive list of tools for charting, but it is not all. The bottom of the screen has a panel for pinescript. It is a language developed by Tradingview for writing indicators and trading strategies. You can back-test the trading strategy in the same panel.
Another feature is the stock screener with more than 18,000 stocks from all around the world. A filter helps you find the stocks that fit your requirements. The filter can screen based on technical, financial attributes, or both. The results can be exported to a CSV file.
The screener allows you to select the specific information you would like to see. Or choose one of the predefined options, such as ‘balance sheet’, where it shows columns as assets and debt.
Tradingview made a heatmap available for stocks and cryptocurrencies. It allows you to see in one glance which industry is performing well. Set the timeframe to yearly to spot potential trends in the market.
The last noteworthy feature is the economic calendar. Find here international speeches, national holidays worldwide, earning release dates, and release dates of important economic figures such as inflation, housing, and labor.
Pricing
Free (unregistered): 1 chart per tab and 1 saved chart layout. Access to Pinescript, pre-built indicators & +100,000 community-built indicators. Also, financial statements and actual news are available.
Pro ($12.95/month): Ad-free charts with custom time intervals. A limit of 5 indicators per chart and 20 price alerts.
Pro+ ($24.95/month): 4 charts per tab, 10 saved chart layouts, and 10 indicators per chart.
Premium ($49.95/month): 8 charts per chart, unlimited saved chart layouts, and 25 indicators per chart. Deep backtesting (BETA) is available.
Disclaimer: The information presented here is for general informational purposes only and should not be considered as financial or investment advice. It is based on personal opinion, experience, and knowledge. The decision to use invest on your own should be based on careful consideration of your individual circumstances, financial goals, risk tolerance, and investment knowledge.
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