Finbox

What Finbox is

Finbox is a web-based investor toolbox for exploring publicly traded companies around the world. It says its coverage includes over 100,000 stocks on more than 135 exchanges. Its stock screener supports more than 1,000 metrics for filtering stocks, while Data Explorer provides historical financials and ratios. Pre-built valuation models cover discounted cash flow, dividend discount and comparable company analysis.

Users can create watchlists and customize views around the metrics they want to follow. Finbox also offers scenario analysis and an Excel Add-In. The add-in's custom FNBX function imports stock quotes, historical financials, valuation ratios and fair value estimates into spreadsheets. Finbox says it licenses fundamentals and forecast data from S&P Global Market Intelligence.

Finbox has a free plan as well as paid plans. Starter covers U.S. exchange stocks; Professional covers all regions and includes Data Boost for all regions. Data Boost enables exports from the stock screener, watchlists and ideas. Exporting screener results requires Starter with Data Boost or Professional. Finbox lists support at [email protected].

Who it suits

Finbox suits investors researching publicly traded companies who want screening metrics, historical financials, ratios and pre-built valuation models. It may also fit spreadsheet users who want to import stock and valuation information through its Excel Add-In.

Limits

Starter covers U.S. exchange stocks. Screener-result exports require Starter with Data Boost or Professional; Professional includes Data Boost for all regions.

Getting started

1. Visit https://finbox.com/.
2. Start with the free plan or review the paid plans.
3. Choose Starter for U.S. exchange stocks or Professional for all regions.
4. Use the web platform to explore stocks, screen with metrics or create watchlists.
5. For spreadsheet imports, use the Excel Add-In and its FNBX function.

Verdict

Choose Finbox if you want web-based company research with broad stock coverage, detailed screening and valuation tools. Its Excel Add-In may be useful for bringing financial and valuation data into spreadsheets. Check the plan coverage and Data Boost requirement if you need exports or stocks outside U.S. exchanges.