InvestStrat

Pay for Investing Resources

This is a list rather than a review of available services that are affordable to independent or private investors.

Many services have free trials and the services can vary greatly in price, features and target audiences.

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Links to Pay for Investment Resources

Directory of Stock Screeners

InvestStrat would like to do a full review of each of these services over the coming months and add some new services. If you wish to have a review done or your service added to the list please contact InvestStrat on -  mail@investstrat.com.

USA

American Association of Individual Investors: AAII

http://www.aaii.com
The American Association of Individual Investors is a non-profit organization with about 150,000 members whose purpose is to educate individual investors regarding stock market portfolios, financial planning, and retirement accounts. AAII includes a stock screening service that uses a CD-screener, which is updateable weekly by internet data download. It has a large number of preset screens based on famous stock picking strategies described in books that are updated monthly with 10 years of data. The history of each screens success over different periods can be seen.

finbox

https://finbox.com
Screen filters for US and global stocks with free and pay for 'starter' or 'professional' service. They claim to be able to update 900 data points daily. Monthly,quarterly and annual subscriptions are available. Non-Us residents have the option to just subscribe to their region.

Guru Focus

http://www.gurufocus.com
Has a screening service as well as telling you what the clever people are buying. The service includes a relatively basic ‘All-in one Guru Screener’ to do your own screens and 18 preset screens.

Morningstar.com Premium Stock Screener

http://www.morningstar.com/cover/Tools.html
Premium membership to Morningstar includes access to their premium screener of stocks and funds.

Portfolio123 Stock Screener

http://www.portfolio123.com
Data for the USA and Canada includes stock screening with back testing using fundamentals, technicals and ranking systems. The portfolio Simulation combines screening, ranking and various other assumptions that in total provide a picture of how a strategy could perform in the real world.

Quant Investing

http://www.quant-investing.com
German based service started by an American educated fund manager who could not find a stock screening service that met his needs. The available screens include the unusual O'Shaughnessy – Value Composite Scores and have back tests.  You pay monthly for all regions and have the option of taking a newletter with tips as well.

Quant Investing with Tal Davidson

https://taldavidson.com
Quant Investing has some unusual screens based on Quantitative investment books that are not normally done.  Quantitative Value, Quantitative Momentum, Deep Value, and a Microcap Trending Value based on James O'Shaughnessy – Value Composite Scores. The more common Magic Formula, Ben Graham’s Stock Selection Criteria and Net-Nets and a Negative EV strategy screen to capture companies that have a cash hoard higher than their equity plus debt.  The screens are only updated every two weeks and are only available for the USA.  Free membership  allows you to see the top five of each screeners results.  There are also education tools and a forum.

Screener.co

http://www.screener.co

A powerful fundamental screening tool that covers all the world’s exchanges and is updated daily for a very reasonable price.  It does come with a number of screens already created but it is relatively complex to create your own screens. It will appeal to investors with experience of creating their own screens or have strong finance/accounting knowledge.  A months free trial is available.

Stockopedia

http://www.stockopedia.com
A British web based service that also covers the USA. The service includes a large number of pre-set screens based on famous stock picking strategies.  A limited number of new screens can also be devised and the tools to produce your own screens are flexible.

StockRover

https://www.stockrover.com
Investment research service that comes in free and three different pay for plan levels.   The free service gives information on over 8,500 North American stocks, ETFs, commodities with analyst rankings, charting, news, ideas and earnings calendar. The service includes portfolio management. The pay for service level increases the information available to five years of financial history, Stock Rover Investment Library and stock screening. The premium services add additional metrics, ETF screening, trading planning and alert tools. The highest level includes stock ranking, equation screening and investor warnings.  Access to their research reports is an additional subscription.

Super Stock Screener: Stock Ratings, Screener & Portfolios

http://www.superstockscreener.com
Super Stock Screener uses a proprietary stock rating system with 6000+ US stocks rated from strong buy to strong sell based on fundamental analysis. The model stock portfolios are aimed at subscribers who want to spend as little time as possible finding stocks for their portfolio.

Validea

http://www.validea.com
Provides 'Model Portfolios' which are described in the book by John Reese Guru Investor (2009) on how to copy the teachings of successful past investors, but does notallow the subscriber to devise his own stock screens. The service also rates stocks.

Value Line Stock Screener

http://www.valueline.com
The Value Line stock screener is available to all print and web subscribers of the Value Line Investment Survey and to Value Line Research Center subscribers. (The Research Center includes full online access to basically all Value Line web subscriber services.)

ValueSignals

http://www.valuesignals.com

The ValueSignals (It used to be called the Valuestockscreener) has 16 readymade templates to stock screen, these include traditional value screens such as Greenblatt’s Magic Formula, Benjamin Graham NCAV, Piotroski Book-to-Market and O'Shaughnessy’s Trending Value.  The screens also include the more mainstream O'Shaugnessy Enhanced Dividend Yield more commonly called Market Leaders and the O'Shaughnessy Tiny Titans screen which is a small cap growth screen. The screener allows you to devise your own screens but has fewer data items that can be screened upon than many of its rivals.  The markets covered include the USA, Canada, Europe, the UK, Australia, New Zealand, Japan, Hong Kong, Singapore, Russia, China and most recently India. The idea of the service was to allow value investors to search a large number of countries for deep value shares at a relatively low cost.  The service includes a monthly value-investing newsletter. MFIE Capital is Belgium based although most of its subscribers are from the US.

Zacks

http://www.zacks.com
Zacks Premium content includes daily updates of the Zacks Rank, premium predefined screens, a custom stock screener and a mutual fund screener

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Technical, Trading and Charting Services

MarketSmith

http://www.marketsmith.investors.com

MarketSmith is a research, education and charting platform from Investors Business Daily (IBD) which was founded by William J. O'Neil.  O'Neil has written a number of highly regarded books on investing and using charts to find stocks that are ‘breakingout’.  The service is probably the most expensive in this directory, but you can trial it at a lower price.  MarketSmith's List Manager identifies stocks that shares are prime candidates to breakout. Subscribers are emailed when this happens.  A number of the stock screener services include William J. O'Neil screens.  IBD Digital which can be found at https://newhome.investors.com offers stock lists and research information at a lower price.

StockFetcher

http://www.stockfetcher.com
StockFetcher is a powerful, but easy-to-use technical stock screener. The screen use plain-English phrases to build custom stock screens. The service has a large number of technical screens to use and adapt. The site includes a forum.

 

 

Canada

Chart Smart

http://www.chartsmart.com
Fundamental and technical stock screening and charting software of the Canadian and US markets, using end-of-day data downloaded from the internet.

Dividend Investor

http://ca.dividendinvestor.com
Ca.dividendinvestor provides fundamental Canadian dividend stock data on common stocks and Canadian Royalty Trusts. Data can be downloaded to Excel.

finbox

https://finbox.com
Screen filters for US and global stocks with free and pay for 'starter' or 'professional' service. They claim to be able to update 900 data points daily. Monthly,quarterly and annual subscriptions are available. Non-Us residents have the option to just subscribe to their region.

Globe Investor

http://gold.globeinvestor.com
The Globe and Mail Subscriber service includes charts, portfolio tracking and stock screening.

Market Inout

http://www.marketinout.com
A mainly technical screener with some fundamental factors of the Toronto Stock Exchange but also covers the US, UK, and Australian markets. The service includes a strategy back tester.

Quant Investing

http://www.quant-investing.com
German based service started by an American educated fund manager who could not find a stock screening service that met his needs. The available screens include the unusual O'Shaughnessy – Value Composite Scores and back tests.  You pay monthly for all regions and have the option of taking a newletter with tips as well.

Screener.co

http://www.screener.co

A powerful fundamental screening tool that covers all the world’s exchanges and is updated daily for a very reasonable price.  It does come with a number of screens already created but it is relatively complex to create your own screens. It will appeal to investors with experience of creating their own screens or have strong finance/accounting knowledge.  A months free trial is available.

Stockopedia

http://www.stockopedia.com

A British web based service that also covers Canada. The service includes a large number of pre-set screens based on famous stock picking strategies.  A limited number of new screens can also be devised and the tools to produce your own screens are flexible.

ValueSignals

http://www.valuesignals.com

The ValueSignals has 16 readymade templates to stock screen, these include traditional value screens such as Greenblatt’s Magic Formula, Benjamin Graham NCAV, Piotroski Book-to-Market and O'Shaughnessy’s Trending Value. The screens also include the more mainstream O'Shaugnessy Enhanced Dividend Yield more commonly called Market Leaders and the O'Shaughnessy Tiny Titans screen which is a small cap growth screen. The screener allows you to devise your own screens but has fewer data items that can be screened upon than many of its rivals. The markets covered include Canada, USA, Europe, the UK, Australia, New Zealand, Japan, Hong Kong, Singapore, Russia, China and most recently India. The idea of the service was to allow value investors to search a large number of countries for deep value shares at a relatively low cost. The service includes a monthly value-investing newsletter. MFIE Capital is Belgium based although most of its subscribers are from the US.

 

UK

Digital Look Research Plus

http://www.digitallook.com/research_plus
Research Plus gives members access to UK live prices, streaming charts and unlimited Level 2 real-time data and a smart screener.

finbox

https://finbox.com
Screen filters for US and global stocks with free and pay for 'starter' or 'professional' service. They claim to be able to update 900 data points daily. Monthly,quarterly and annual subscriptions are available. Non-Us residents have the option to just subscribe to their region.

Quant Investing

http://www.quant-investing.com
German based service started by an American educated fund manager who could not find a stock screening service that met his needs. The available screens include the unusual O'Shaughnessy – Value Composite Scores and back tests.  You pay monthly for all regions and have the option of taking a newletter with tips as well.

Sharelockholmes

http://www.sharelockholmes.com
Online stock screener with over ten years of data. Relatively inexpensive but not as feature packed as its rivals.

ShareScope

http://sharescope.com
ShareScope is a windows charting program that has a technical screening capability. It has different price points with varying features.

Screener.co

http://www.screener.co

A powerful fundamental screening tool that covers all the world’s exchanges and is updated daily for a very reasonable price.  It does come with a number of screens already created but it is relatively complex to create your own screens. It will appeal to investors with experience of creating their own screens or have strong finance/accounting knowledge.  A months free trial is available.

Stockopedia

http://www.stockopedia.com

A British web based service that covers the US markets, Canada, Developed Asia, Australasia, India as well as Britain and Europe.  These regions can be paid for separately but are discounted if more than one is bought.  The service includes a large number of pre-set screens based on famous stock picking strategies.  A limited number of new screens can also be devised and the tools to produce your own screens are  flexible. Unfortunately, the stock screening service has a number of usability problems that mainly relate to its home market. The service includes an active forum and UK stock picks which are popular and aimed at UK investment beginners. The new web service is to make the service friendly for mobile phone users.

ValueSignals

http://www.valuesignals.com

The ValueSignals has 16 readymade templates to stock screen, these include traditional value screens such as Greenblatt’s Magic Formula, Benjamin Graham NCAV, Piotroski Book-to-Market and O'Shaughnessy’s Trending Value.  The screens also include the more mainstream O'Shaugnessy Enhanced Dividend Yield more commonly called Market Leaders and the O'Shaughnessy Tiny Titans screen which is a small cap growth screen. The screener allows you to devise your own screens but has fewer data items that can be screened upon than many of its rivals.  The markets covered include the UK, US, Canada, Europe, Australia, New Zealand, Japan, Hong Kong, Singapore, Russia, China and India. The idea of the screener was to allow value investors to search a large number of countries for deep value shares at a relatively low cost.  The service includes a monthly value-investing newsletter.

Other Services

Share Tracking and Ranking (Star) system

http://www.companynews.co.uk/star/index.htm
The Share Tracking and Ranking (Star) screening methodology was devised by John Mulligan to pick an equity portfolio full of low priced shares with the potential for rapid earnings growth. A Star bulletin of the latest picks is sent out to subscribers.

 

Australia

finbox

https://finbox.com
Screen filters for US and global stocks with free and pay for 'starter' or 'professional' service. They claim to be able to update 900 data points daily. Monthly,quarterly and annual subscriptions are available. Non-Us residents have the option to just subscribe to their region.

Incredible Charts

http://www.incrediblecharts.com/stock_screener/stock_screener.php
The service includes free charting software and a stock screener that can use premium stock market data. You can buy separately data for the stock markets of Australia, Canada and the US.

Quant Investing

http://www.quant-investing.com
German based service started by an American educated fund manager who could not find a stock screening service that met his needs. The available screens include the unusual O'Shaughnessy – Value Composite Scores and back tests.  You pay monthly for all regions and have the option of taking a newletter with tips as well.

Share Filter

http://www.sharefilter.com
Online stock screener for the Australian market in free and premium versions.

Screener.co

http://www.screener.co

A powerful fundamental screening tool that covers all the world’s exchanges and is updated daily for a very reasonable price.  It does come with a number of screens already created but it is relatively complex to create your own screens. It will appeal to investors with experience of creating their own screens or have strong finance/accounting knowledge.  A months free trial is available.

Stockopedia

http://www.stockopedia.com

A British web based service that also covers Australia. The service includes a large number of pre-set screens based on famous stock picking strategies.  A limited number of new screens can also be devised and the tools to produce your own screens are flexible.

ValueSignals

http://www.valuesignals.com

The ValueSignals has 16 readymade templates to stock screen, these include traditional value screens such as Greenblatt’s Magic Formula, Benjamin Graham NCAV, Piotroski Book-to-Market and O'Shaughnessy’s Trending Value.  The screens also include the more mainstream O'Shaugnessy Enhanced Dividend Yield more commonly called Market Leaders and the O'Shaughnessy Tiny Titans screen which is a small cap growth screen. The screener allows you to devise your own screens but has fewer data items that can be screened upon than many of its rivals.  The markets covered include Australia, New Zealand, the USA, Canada, Europe, the UK, Japan, Hong Kong, Singapore, Russia, China and most recently India. The idea of the screener was to allow value investors to search a large number of countries for deep value shares at a relatively low cost. 

 

India

finbox

https://finbox.com
Screen filters for US and global stocks with free and pay for 'starter' or 'professional' service. They claim to be able to update 900 data points daily. Monthly,quarterly and annual subscriptions are available. Non-Us residents have the option to just subscribe to their region.

Screener.co

http://www.screener.co

A powerful fundamental screening tool that covers all the world’s exchanges and is updated daily for a very reasonable price.  It does come with a number of screens already created but it is relatively complex to create your own screens. It will appeal to investors with experience of creating their own screens or have strong finance/accounting knowledge.  A months free trial is available.

Stockopedia

http://www.stockopedia.com

A British web based service that also covers India. The service includes a large number of pre-set screens based on famous stock picking strategies.  A limited number of new screens can also be devised and the tools to produce your own screens are flexible.

ValueSignals

http://www.valuesignals.com

The ValueSignals has 16 readymade templates to stock screen, these include traditional value screens such as Greenblatt’s Magic Formula, Benjamin Graham NCAV, Piotroski Book-to-Market and O'Shaughnessy’s Trending Value.  The screens also include the more mainstream O'Shaugnessy Enhanced Dividend Yield more commonly called Market Leaders and the O'Shaughnessy Tiny Titans screen which is a small cap growth screen. The screener allows you to devise your own screens but has fewer data items that can be screened upon than many of its rivals. The idea of the screener was to allow value investors to search a large number of countries for deep value shares at a relatively low cost. 

 

 

Trending Value Screen