CFRA Research
CFRA Research: A research service for investors who want stock analysis, STARS ratings, and screening. Ranked #17 of 54 in Equity Research Platforms by our editors (7.9/10); pricing: Pricing on request · 14-day trial; best for investors seeking fundamental research and stock ratings.
At a glance
- Editor score7.9 / 10
- PricingPricing on request · 14-day trial
- Best forInvestors seeking fundamental research and stock ratings
- Free planNo
- Company financialsYes
- Founded1994 · Charlottesville, Virginia, United States
- Facts checked4 Oct 2026
Where it wins
- Combines fundamental research with proprietary STARS stock ratings.
- Screens stocks, ETFs, and mutual funds, with watchlists and alerts.
- Delivers research through web platforms, APIs, feeds, and financial platforms.
Where it doesn't
- Pricing is contact-sales rather than publicly listed.
- The advertised free trial lasts two weeks; there is no free plan.
- Support is available by phone and email, but not 24/7.
Our verdict on CFRA Research
CFRA Research provides fundamental equity analysis, investment research, data, and analytics for financial advisors, wealth managers, and institutional investors. Its MarketScope Advisor platform brings together stock, ETF, and mutual fund research with screening, custom watchlists, alerts, and model portfolios. The offering also includes proprietary STARS stock ratings, macro, thematic, and industry commentary, and analyst earnings-per-share estimates for covered stocks. Investors looking for research and tools in one service are the clearest fit; those seeking a free, self-serve product may prefer another option.
The feature set spans research workflows rather than ratings alone. Investors can screen stocks, ETFs, and mutual funds, follow securities with watchlists and alerts, and review stock and ETF model portfolios. CFRA also provides qualitative research on global companies and quantitative analysis across a broader company universe. The distinction matters for teams that need both company-level analysis and wider screening, while the published details do not establish market-data breadth or freshness. Research is delivered through web platforms, APIs, and data feeds, with integrations including Bloomberg, FactSet, and Refinitiv. That makes it relevant to organizations that already work through those platforms or need programmatic delivery, as well as users who want a web-based research destination.
According to CFRA's published offering, MarketScope Advisor advertises a two-week free trial. There is no free plan, and pricing is handled through contact with sales, so buyers should expect a sales-led evaluation rather than choosing a published monthly tier. CFRA provides phone and email support, but not 24/7 support. The trial can help prospective users assess the platform before a purchase discussion. CFRA Research is best suited to investment professionals who value fundamental coverage, STARS ratings, screening, and multiple delivery routes; buyers prioritizing transparent subscription pricing or round-the-clock support should weigh alternatives.
CFRA Research pricing
CFRA Research fact sheet
| Free plan | No |
|---|---|
| Paid from | Not verified |
| Company financials | Yes |
| Equity screening | Yes |
| Earnings estimates | Yes |
| Market coverage | Global |
| Data freshness | Real_time |
| Research reports | Yes |
| Free trial | 14 days |
| Deployment | Cloud |
| Platforms | Web |
| Support | Phone, Email |
| Built for | Small business, Mid-market, Enterprise (editorial estimate) |
| Integrations | 3 integrations: Bloomberg, FactSet, Refinitiv |
| Pricing | Pricing on request · 14-day trial |
| Website | cfraresearch.com |
| Facts checked | 4 Oct 2026 |
CFRA Research integrations
CFRA Research lists 3 integrations on its own site.
- Bloomberg
- FactSet
- Refinitiv
Alternatives to CFRA Research
- Bloomberg TerminalA broad real-time research terminal for institutional market teams.9.4
- FactSet WorkstationBroad company research, market data and portfolio analysis across desktop, web and mobile.9.3
- Bloomberg IntelligenceA research-led platform for company, industry and market analysis with Excel and API export.9.1
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Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
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