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Best Investment Research Software in 2026

Investment research software helps you review companies, markets, and investment information. This list is for people comparing tools before paying or signing up.

  1. 1

    Stock Rover

    by Stock Rover
    Free plan AndroidiPhoneWeb+1

    Stock Rover combines screening, research reports, historical data, and portfolio analysis in a browser-based service.

    7.0 Free plan · paid from $29/mo (annual) · 14-day trial Visit site
  2. 2

    Finbox

    Free plan Web

    Choose Finbox if you want web-based company research with broad stock coverage, detailed screening and valuation tools.

    6.9 Visit site
  3. 3

    CB Insights

    Free trial AndroidAPIExtension+2

    Choose CB Insights if your team needs broad technology market coverage, competitor signals, and company research across web, mobile, and data integrations.

    6.4 Pricing on request · 10-day trial Visit site
  4. 4

    Koyfin

    Free plan AndroidiPhoneWeb
    6.4 Free plan Visit site
  5. 5

    MarketScreener

    Free plan iPhoneWeb
    6.4 Free plan Visit site
  6. 6

    Quartr

    Free plan AndroidiPhoneWeb
    6.3 Free plan · pricing on request Visit site
  7. 7

    Simply Wall St

    Free plan AndroidiPhoneWeb
    6.3 Free plan Visit site
  8. 8

    CapEdge

    by CapEdge
    Free plan
    6.2 Visit site
  9. 9

    AlphaSense Generative Search

    Paid AndroidiPhoneWeb

    Choose AlphaSense Generative Search if your team needs cited AI research across a large business and financial content library, with options to include internal documents.

    6.0 Pricing on request Visit site
  10. 10

    TIKR

    Free plan Web
    5.7 Free plan Visit site
  11. 11

    FactSet Workstation

    Paid AndroidiPhoneWeb+1
    4.8 Pricing on request Visit site
  12. 12

    BamSEC

    by BamSEC
    Paid
    4.6 Visit site
  13. 13

    PitchBook

    Paid Web

    PitchBook brings investor, investment activity, portfolio company, and contact data into a web service with live freshness.

    4.3 Pricing on request Visit site
  14. 14

    YCharts

    Paid Web
    4.2 Visit site

#1Places #1, #2, #3, #4, #5 on this list can be bought by the makers of the software on it. See the price

Compare pricing models, free plans, trial terms, and platform support. Check whether a tool runs on the web, iOS, Android, Windows, through an API, or as a browser extension. If reading or changing code matters, review the software licence.

Questions

Which investment research tools have a free plan?

Free plans are listed for CapEdge, Finbox, Koyfin, MarketScreener, Quartr, and Simply Wall St.

Is a free plan the same as a free trial?

No. A free plan can remain available without payment, while a trial is time-limited. CB Insights offers a 10-day trial.

Which tool lists a $69 monthly plan?

BamSEC lists its BamSEC Pro plan at $69 a month.

Which platforms can these tools run on?

The listed platform options are web, iOS, Android, Windows, API, and browser extension.

Do paid tools show public prices?

Not always. AlphaSense Generative Search, CB Insights, FactSet Workstation, and PitchBook use pricing on request.

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