The Best Equity Research Platforms in 2026
We researched equity research platforms using information on official vendor websites, including pricing pages, plan tables, and product documentation. Rankings focus on the category’s core job, value for money, and verified features for researching companies, markets, and securities beyond portfolio tracking.
Our top picks
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Top ranked
Bloomberg Terminal#1 of 549.4/10A broad real-time research terminal for institutional market teams.
Pricing on request
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Runner-up
FactSet Workstation#2 of 549.3/10Broad company research, market data and portfolio analysis across desktop, web and mobile.
Pricing on request
-
Top-ranked free plan
MarketScreener#10 of 548.0/10Broad equity research with free access; paid plans deepen screening and company data.
Free plan
Advertiser disclosure: iTechGuides is reader-supported. We may earn a commission when you click some links. How we rank.
The full ranking 54 tools, best first · page 1 of 2
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Best forInstitutional teams needing full-market research
A broad real-time research terminal for institutional market teams.
- Research reports
- Equity screening
- Earnings estimates
9.4/10★★★★★Contact Bloomberg -
Best forInstitutional analysts needing broad research and data
Broad company research, market data and portfolio analysis across desktop, web and mobile.
- Research reports
- Equity screening
- Earnings estimates
9.3/10★★★★★Contact FactSet -
Best forTeams focused on analyst research and company estimates
A research-led platform for company, industry and market analysis with Excel and API export.
- Research reports
- Earnings estimates
- Company financials
9.1/10★★★★★Visit Bloomberg -
Best forTeams prioritizing real-time data, screening, and alerts
A global market-data platform with real-time equity screening, alerts and Python access.
- Equity screening
- Earnings estimates
- Company financials
9.0/10★★★★☆Contact ICE -
Best forAnalysts focused on broker estimates and forecast history
A specialist source for broker forecasts, consensus and estimate history.
- Equity screening
- Earnings estimates
8.7/10★★★★☆Visit LSEG -
Best forAnalysts focused on valuation and fundamental quality
A valuation-focused research platform with CFROI analysis, screening, and portfolio risk tools.
- Research reports
- Equity screening
- Earnings estimates
8.4/10★★★★☆Contact UBS -
Best forInvestment teams needing screening and reporting tools
A web-based research platform combining screening, market data, portfolio tools, and reports.
- Research reports
- Equity screening
- Earnings estimates
8.3/10★★★★☆Visit YCharts -
Best forInstitutions needing global data and custom analysis
Global real-time and historical data with tools for institutional analysis and access control.
- Research reports
- Company financials
8.2/10★★★★☆Contact FIS -
Best forTeams needing configurable global data workspaces
Build data workspaces for screening, portfolios, market information, and Excel export.
- Equity screening
- Earnings estimates
- Company financials
8.1/10★★★★☆Visit SIX iD -
Best forInvestors wanting broad market research on a free tier
Broad equity research with free access; paid plans deepen screening and company data.
- Research reports
- Equity screening
- Earnings estimates
8.0/10★★★★☆Visit MarketScreener -
Best forIndividual investors seeking reports and stock screens
A focused stock-research subscription with daily rankings, reports and screening tools.
- Research reports
- Equity screening
- Earnings estimates
7.9/10★★★★☆Visit Zacks Premium -
Best forSolo investors focused on research and portfolio analysis
A paid research and portfolio-analysis service for investors who want holdings-aware tools.
7.9/10★★★★☆Visit Morningstar -
Best forInvestors who value established analyst reports and rankings
Established analyst research and rankings, with a $995 annual entry price and delayed data.
- Research reports
- Equity screening
- Earnings estimates
7.9/10★★★★☆Visit Value Line -
Best forResearchers needing company filings and historical records
A global company research database centered on filings, historical financials and reports.
- Research reports
- Company financials
7.9/10★★★★☆Contact LSEG Sales -
Best forIndividual investors screening fundamentals and valuation
Fundamental screens, valuation tools and portfolio tracking for individual investors.
7.9/10★★★★☆Visit GuruFocus -
Best forRetail investors wanting free ratings and screeners
Free analyst ratings, financials, forecasts, and screeners for individual investors.
- Research reports
- Equity screening
- Earnings estimates
7.9/10★★★★☆Visit TipRanks -
Best forInvestors seeking fundamental research and stock ratings
A research service for investors who want stock analysis, STARS ratings, and screening.
- Research reports
- Equity screening
- Earnings estimates
7.9/10★★★★☆Visit CFRA Research -
Best forAnalysts building forecasts from sell-side models
A specialist platform for comparing sell-side assumptions, forecasts and revisions.
- Research reports
- Earnings estimates
- Company financials
7.9/10★★★★☆Request a demo -
Best forRetail investors using rankings and strategy-based screens
Rankings, screens, and portfolio analysis for self-directed stock investors.
7.3/10★★★★☆Visit Stockopedia -
Best forResearchers searching documents with cited AI answers
A cited AI research workspace for teams searching financial and internal documents.
7.2/10★★★★☆Visit AlphaSense -
Best forInvestors researching earnings calls and company filings
A focused research platform for earnings calls, transcripts, filings and investor-relations data.
7.1/10★★★★☆Visit Quartr -
Best forBudget-conscious users wanting a broad market dashboard
A broad market research workspace with screeners, dashboards, and portfolio tracking.
7.0/10★★★★☆Visit Koyfin -
Best forInvestors seeking free financial data and estimates
A web-based research terminal combining global fundamentals, estimates, screening and portfolio tracking.
6.9/10★★★☆☆Visit TIKR -
Best forSmall teams needing estimates and valuation tools
A web-based research toolkit with estimates, screening and valuation tools, starting at €99 monthly.
- Equity screening
- Earnings estimates
- Company financials
6.7/10★★★☆☆Visit ValueEQ -
Best forTeams researching filings with cited AI assistance
Cited AI research, company comparisons, and financial expectations in a web workspace.
- Research reports
- Earnings estimates
- Company financials
6.6/10★★★☆☆Visit Marvin Labs -
Best forRetail investors seeking affordable estimates and valuation
An affordable web research workspace for estimates, valuation and company data.
- Research reports
- Equity screening
- Earnings estimates
6.5/10★★★☆☆Visit Terminal -
Best forSelf-directed analysts seeking a low-cost research terminal
Broad equity research tools, with real-time US data starting at $70 per month.
- Equity screening
- Earnings estimates
- Company financials
6.4/10★★★☆☆Visit Gloomberb -
Best forIndividual analysts building spreadsheet-based valuations
A web research platform for analysts who want editable valuations and spreadsheet exports.
6.3/10★★★☆☆Visit Finbox -
Best forIndividual investors seeking AI-assisted stock research
Affordable research tools with AI summaries, valuation features and annual billing.
- Research reports
- Earnings estimates
- Company financials
6.2/10★★★☆☆Visit site -
Best forUK investors tracking portfolios and company fundamentals
A UK-focused research and portfolio platform with customizable screening and paid plans from £36 monthly.
6.1/10★★★☆☆Visit ShareScope -
Best forTeams needing global screening and Excel workflows
Global equity research with screening, strategy tools and Excel workflows at a steep entry price.
- Equity screening
- Earnings estimates
- Company financials
6.0/10★★★☆☆Visit EquityRT -
Best forIndividuals wanting free, source-linked filing research
A free, citation-led research toolkit, with paid tiers for fresher data and advanced screening.
- Research reports
- Equity screening
- Company financials
5.9/10★★★☆☆Visit Equibles -
Best forInvestors analyzing Indian and US-listed stocks
A broad equity research toolkit for screening stocks, tracking portfolios and reviewing estimates.
- Research reports
- Equity screening
- Earnings estimates
5.8/10★★★☆☆Visit Trendlyne -
Best forTechnical teams building custom investment dashboards
A flexible workspace for custom investment dashboards, with deployment and data-source choices to weigh.
- Equity screening
- Earnings estimates
- Company financials
5.7/10★★★☆☆Visit OpenBB -
Best forSolo investors researching U.S. stocks for free
Free U.S. stock research with financial history, screening and valuation tools.
- Equity screening
- Earnings estimates
- Company financials
5.6/10★★★☆☆Try StockAnalysis.io -
Best forMid-market and enterprise research teams using Excel
A research toolkit with Excel-linked data, focused on emerging markets and end-of-day coverage.
- Research reports
- Equity screening
- Earnings estimates
5.5/10★★★☆☆Visit StockGround -
Best forInvestors focused on European equity analysis
A paid research platform with European coverage from €39 per month and a 14-day trial.
- Research reports
- Equity screening
- Earnings estimates
5.4/10★★★☆☆Visit LeanVal -
Best forRetail investors seeking visual stock analysis for free
A free visual research toolkit for individual investors, with end-of-day rather than real-time prices.
5.3/10★★★☆☆Visit Simply Wall St -
Best forEnterprise buy-side investment operations teams
A broad investment operations platform, with limited fit for equity research workflows.
5.2/10★★★☆☆Visit Bloomberg AIM -
Best forIndian equity analysts seeking reports and risk analysis
A broad Indian-equities toolkit, sold annually after a one-day full-access demo.
- Research reports
- Equity screening
- Company financials
5.1/10★★★☆☆Visit NGEN EQ -
Best forIndian investors screening stocks and funds
Broad screening and portfolio research for Indian investors, with Pro from ₹399 per month.
- Research reports
- Equity screening
- Earnings estimates
5.0/10★★☆☆☆Visit Tickertape -
Best forDevelopers building on market and fundamentals data
A broad global market-data API for developers, not a complete analyst research workspace.
4.9/10★★☆☆☆Visit EODHD -
Best forRetail investors prioritizing screening and charting
A browser-based research toolkit with free screening and paid real-time features.
4.8/10★★☆☆☆Visit FINVIZ -
Best forIndian investors seeking free stock screens and analysis
Free stock research for Indian markets, with paid plans adding deeper scans and analysis.
- Research reports
- Equity screening
- Company financials
4.7/10★★☆☆☆Visit StockEdge -
Best forIndian-market investors using screens and CAN SLIM tools
A focused toolkit for Indian-stock screening, CAN SLIM research and portfolio alerts.
- Research reports
- Equity screening
- Earnings estimates
4.6/10★★☆☆☆Visit MarketSmith -
Best forExcel-based analysts using global market data
Real-time market and company data meet Excel-based equity and portfolio analysis.
- Earnings estimates
- Company financials
4.5/10★★☆☆☆Contact QUICK -
Best forValue investors analyzing filings and valuations
A filings-led research workspace with valuation tools and cited AI document analysis.
- Equity screening
- Company financials
4.4/10★★☆☆☆Visit Khan Terminal -
Best forInvestors researching Indian-listed companies
Research BSE and NSE stocks with ratings, screeners, reports, and portfolio tools.
- Research reports
- Equity screening
- Company financials
4.3/10★★☆☆☆Visit MarketsMojo -
Best forRetail investors seeking low-cost AI stock research
A low-cost, web-based research tool for investors weighing AI-generated stock analysis.
- Research reports
- Earnings estimates
- Company financials
4.2/10★★☆☆☆Try Ticker-Terminal -
Best forInvestors prioritizing portfolio analysis over research
Portfolio analysis takes priority, with stock and ETF research alongside brokerage syncing.
4.1/10★★☆☆☆Visit Stock Rover
No tools match those filters.
Compare at a glance
| # | Tool | Free plan | Paid from | Company financials | Equity screening | Earnings estimates | Market coverage | Score |
|---|---|---|---|---|---|---|---|---|
| 1 | Bloomberg Terminal | No | — | Yes | Yes | Yes | Global | 9.4 |
| 2 | FactSet Workstation | — | — | Yes | Yes | Yes | Global | 9.3 |
| 3 | Bloomberg Intelligence | No | — | Yes | — | Yes | Global | 9.1 |
| 4 | ICE Connect | No | — | Yes | Yes | Yes | Global | 9.0 |
| 5 | I/B/E/S Estimates | — | — | — | Yes | Yes | Global | 8.7 |
| 6 | UBS HOLT | — | — | Yes | Yes | Yes | Global | 8.4 |
| 7 | YCharts | No | — | Yes | Yes | Yes | Regional | 8.3 |
| 8 | FIS MarketMap | — | — | Yes | — | — | Global | 8.2 |
| 9 | SIX iD | — | — | Yes | Yes | Yes | Global | 8.1 |
| 10 | MarketScreener | Yes | — | Yes | Yes | Yes | Global | 8.0 |
| 11 | Zacks Premium | No | — | Yes | Yes | Yes | — | 7.9 |
| 12 | Morningstar Investor | No | — | — | — | — | — | 7.9 |
| 13 | Value Line Research Center | No | — | Yes | Yes | Yes | Regional | 7.9 |
| 14 | Mergent Online | No | — | Yes | — | — | Global | 7.9 |
| 15 | GuruFocus | Yes | — | — | — | — | — | 7.9 |
| 16 | TipRanks | Yes | — | Yes | Yes | Yes | Global | 7.9 |
| 17 | CFRA Research | No | — | Yes | Yes | Yes | Global | 7.9 |
| 18 | Visible Alpha | — | — | Yes | — | Yes | Global | 7.9 |
| 19 | Stockopedia | No | — | — | — | — | — | 7.3 |
| 20 | AlphaSense Generative Search | No | — | — | — | — | — | 7.2 |
| 21 | Quartr | Yes | — | — | — | — | — | 7.1 |
| 22 | Koyfin | Yes | — | — | — | — | — | 7.0 |
| 23 | TIKR | Yes | — | — | — | — | — | 6.9 |
| 24 | ValueEQ | — | — | Yes | Yes | Yes | Global | 6.7 |
| 25 | Marvin Labs | Yes | $89/user/mo | Yes | — | Yes | Global | 6.6 |
| 26 | Terminal | No | — | Yes | Yes | Yes | Global | 6.5 |
| 27 | Gloomberb | Yes | — | Yes | Yes | Yes | Global | 6.4 |
| 28 | Finbox | — | — | — | — | — | — | 6.3 |
| 29 | Insight Analytics | No | — | Yes | — | Yes | Global | 6.2 |
| 30 | ShareScope | No | — | — | — | — | — | 6.1 |
| 31 | EquityRT | No | $294/user/mo | Yes | Yes | Yes | Global | 6.0 |
| 32 | Equibles | Yes | — | Yes | Yes | — | Global | 5.9 |
| 33 | Trendlyne | Yes | — | Yes | Yes | Yes | Global | 5.8 |
| 34 | OpenBB | Yes | — | Yes | Yes | Yes | — | 5.7 |
| 35 | StockAnalysis.io | Yes | None | Yes | Yes | Yes | Single_market | 5.6 |
| 36 | StockGround | No | — | Yes | Yes | Yes | Regional | 5.5 |
| 37 | LeanVal Research Platform | No | — | Yes | Yes | Yes | Regional | 5.4 |
| 38 | Simply Wall St | Yes | — | — | — | — | — | 5.3 |
| 39 | Bloomberg AIM | — | — | — | — | — | — | 5.2 |
| 40 | NGEN EQ | No | — | Yes | Yes | — | Single_market | 5.1 |
| 41 | Tickertape | Yes | — | Yes | Yes | Yes | Global | 5.0 |
| 42 | EODHD | Yes | — | — | — | — | — | 4.9 |
| 43 | FINVIZ | Yes | $39.5/user/mo | — | — | — | — | 4.8 |
| 44 | StockEdge | Yes | — | Yes | Yes | — | Single_market | 4.7 |
| 45 | MarketSmith India | Yes | — | Yes | Yes | Yes | Single_market | 4.6 |
| 46 | QUICK Workstation Astra Manager | No | — | Yes | — | Yes | Global | 4.5 |
| 47 | Khan Terminal | Yes | — | Yes | Yes | No | Regional | 4.4 |
| 48 | MarketsMojo | — | — | Yes | Yes | No | Single_market | 4.3 |
| 49 | Ticker-Terminal | Yes | — | Yes | — | Yes | Single_market | 4.2 |
| 50 | Stock Rover | Yes | — | — | — | — | — | 4.1 |
Head-to-head All 28 comparisons →
- Bloomberg Terminal vs FactSet Workstation
- Bloomberg Terminal vs Bloomberg Intelligence
- Bloomberg Terminal vs ICE Connect
- Bloomberg Terminal vs I/B/E/S Estimates
- Bloomberg Terminal vs UBS HOLT
- Bloomberg Terminal vs YCharts
- Bloomberg Terminal vs FIS MarketMap
- FactSet Workstation vs Bloomberg Intelligence
- FactSet Workstation vs ICE Connect
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How we rank equity research platforms
Every tool on this page was researched by iTechGuides Editors from its official website — pricing pages, plan tables and product documentation. We rank on how well each one does this category's core job, what the free or entry plan includes, and where it falls short. Where we have enough verified facts, the score out of 10 is a rubric — job fit, value and how much we could verify — shown with its breakdown on every tool's page; a tool we have not verified enough to score yet shows its rank without a number. Scores are re-checked when a product changes its plans. Read the full editorial policy, or submit a tool we missed.
Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
Last updated · How we research and update