Finbox
Finbox: A focused research platform for screening stocks, building valuations, and exporting models. Ranked #25 of 32 in Financial Modeling Software by our editors (5.3/10); pricing: Paid; best for equity research and valuation analysis.
At a glance
- Editor score5.3 / 10
- PricingPaid
- Best forEquity research and valuation analysis
- Scenario analysisYes
- Facts checked21 Sep 2026

Where it wins
- DCF, comparable-company, and dividend-discount valuation models
- More than 1,000 financial metrics in Data Explorer
- Exports models to Excel and Google Sheets with formulas retained
Where it doesn't
- Web-based access only
- Starter access focuses on stocks trading on U.S. exchanges
- Additional regions and Data Boost may require add-ons
Our verdict on Finbox
Finbox is a web-based financial research platform for investors and analysts conducting equity research, valuation work, and company comparisons. Its toolkit combines a stock screener, normalized financials, valuation ratios, forecasts, peer comparisons, watchlists, charts, dividend tracking, and earnings tracking. The product is aimed at users who need investment-analysis workflows rather than general financial planning, particularly when research needs to move between browser-based models and spreadsheets.
Its strongest area is valuation depth. Finbox provides fair-value estimates through discounted cash flow, comparable-company, and dividend-discount models. Users can edit assumptions in the browser, review validation checks, and work with scenarios. Financials Explorer organizes normalized financials, valuation ratios, and forecasts, while Data Explorer provides more than 1,000 financial metrics. This makes the platform suitable for analysts who want a broad market-data workspace alongside editable company models, rather than a tool limited to a single valuation method.
Spreadsheet compatibility is central to the workflow. Models can be exported to Google Sheets or Microsoft Excel with formulas retained, and spreadsheet add-ons can import Finbox data into workbooks. The Starter plan includes website tools for stocks trading on U.S. exchanges and premium metrics, with Data Boost and additional regions available as add-ons. The Professional plan includes all regions and benefits, with Data Boost included for all regions. Finbox is a strong fit for equity research and valuation analysis; users seeking general budgeting, broader financial planning, or non-web deployment should consider a different type of product.
Finbox pricing
All 2 Finbox plans and prices →
Finbox fact sheet
| Free plan | Not verified |
|---|---|
| Paid from | Not verified |
| Three-statement modeling | Not verified |
| Valuation models | Yes |
| Scenario analysis | Yes |
| Excel add-in | Yes |
| Accounting data import | Not verified |
| Audit trail | Not verified |
| Supported platforms | web |
| Deployment | Cloud |
| Platforms | Web |
| Support | Email, Live chat, Tickets, Docs |
| Built for | Solo, Small business (editorial estimate) |
| Integrations | 2 integrations: Microsoft Excel, Google Sheets See all → |
| Pricing | Paid (source) |
| Website | finbox.com |
| Facts checked | 21 Sep 2026 |
Finbox integrations
Finbox lists 2 integrations on its own site.
- Microsoft Excel
- Google Sheets
Alternatives to Finbox
- Financial Modelling ProA budget-friendly web modeler with three-statement projections and deal-focused analysis.9.5
- UniflowBroad startup planning with a free tier and five-year modeling from $25/month.8.7
- BrixxA focused web platform for connected forecasts, scenarios, and financial reporting.8.3
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Reviewed by iTechGuides Editors · Editorial team · Updated Sep 2026
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