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

 

USA

American Association of Individual Investors: AAII

http://www.aaii.com
The American Association of Individual Investors is a nonprofit 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.

Guru Focus

http://www.gurufocus.com
Has a screening service as well as telling 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.

Manual of Ideas

http://www.manualofideas.com
A value investing newsletter with 10 value screens and a content library. The basic service includes the 10 value screens but premium and premium plus membership includes access to conferences and real time ideas.

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.

Stock Fetcher

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.

Stockopedia

http://www.stockopedia.com

A relatively new British web based service that is continually upgrading its screening and charting service and the countries it covers. It now 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. Completely new and sophisticated screens can also be devised and the tools to produce your own screens are very flexible. The web interface to show company details is called StockReport and is designed to give the investor an instant overview of a stock’s indicators and ratios. The service includes composite ranks for all the main investment styles, stock valuation by various methods including the discounted cash flow technique and a charting system for technical analysis. As it is a web based service data is updated daily and Stockopedia calculates trailing twelve month figures rather than using the last reported annual results which gives a better comparison of companies.

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 has no stock screening service that would allow the subscriber to devise his own stock screens and model portfolios. 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

 

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.

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.

Stockopedia

http://www.stockopedia.com

A relatively new British web based service that is continually upgrading its screening and charting service and the countries it covers. It now covers Canada, the US markets, 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. Completely new and sophisticated screens can also be devised and the tools to produce your own screens are very flexible. The web interface to show company details is called StockReport and is designed to give the investor an instant overview of a stock’s indicators and ratios. The service includes composite ranks for all the main investment styles, stock valuation by various methods including the discounted cash flow technique and a charting system for technical analysis. As it is a web based service data is updated daily and Stockopedia calculates trailing twelve month figures rather than using the last reported annual results which gives a better comparison of companies.

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

Company REFS

http://www.companyrefs.co
Company REFS was devised by the noted UK investor and author Jim Slater. The service is meant for institutional investors but is just about affordable to individual investors in its web only format when the market is closed.

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.

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.

Stockopedia

http://www.stockopedia.com

A relatively new web based service that covers the UK, European and the US markets, Canada, Developed Asia, Australasia and India which can be paid for separately but are discounted if more than region is taken. It has continually upgraded and added to its screening and charting service and the countries it covers.  The web interface to show company details is called StockReport and is designed to give the investor an instant overview of a stock’s indicators and ratios. The service includes composite ranks for all the main investment styles, stock valuation by various methods including the discounted cash flow technique and a charting system for technical analysis. The service includes 67 preset ‘Guru’ stock screens based on famous stock picking strategies that have a measurable track record of success over time. These screens can be adapted or completely new and sophisticated screens can be devised using a very flexible system. As it is a web based service data is updated daily and Stockopedia calculates trailing twelve month figures rather than using the last reported annual results which gives a better comparison of companies. There is an active community on the forum and Paul Scott and Graham Neary give a daily Small Cap Report of British Shares.

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 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.  The service includes a monthly value investing newsletter. MFIE Capital is Belgium based although most of its subscribers are from the US.

Other Services

Investorease

http://www.investorease.com
Stockmarket portfolio monitoring software with end of day news summary.

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.

Sharemaestro

http://www.sharemaestro.co.uk
Investment software based on the Nobel Prize Winning Black-Scholes system that gives a buy and sell signal for the UK stockmarket and includes a valuation system of UK shares.

 

Australia

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.

Share Filter

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

Stockopedia

http://www.stockopedia.com

A relatively new British web based service that is continually upgrading its screening and charting service and the countries it covers. It now covers the Australian and New Zealand markets as well as the US markets, Canada, Developed Asia, 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. Completely new and sophisticated screens can also be devised and the tools to produce your own screens are very flexible. The web interface to show company details is called StockReport and is designed to give the investor an instant overview of a stock’s indicators and ratios. The service includes composite ranks for all the main investment styles, stock valuation by various methods including the discounted cash flow technique and a charting system for technical analysis. As it is a web based service data is updated daily and Stockopedia calculates trailing twelve month figures rather than using the last reported annual results which gives a better comparison of companies.

Stock Scan

http://www.stockscan.com.au
A technical screening service for the Australian market.

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.  The service includes a monthly value investing newsletter. MFIE Capital is Belgium based although most of its subscribers are from the US.

 

India

Stockopedia

http://www.stockopedia.com

A relatively new British web based service that is continually upgrading its screening and charting service and the countries it covers. It now covers India as well as the US markets, Canada, Developed Asia, Australasia, together with Britain and Europe. These regions can be paid for separately but are discounted if more than one is bought. If you wish to invest in individual companies in these regions make sure that you have a broker that compressively covers them.  The service includes a large number of pre-set screens based on famous stock picking strategies. Completely new and sophisticated screens can also be devised and the tools to produce your own screens are very flexible. The web interface to show company details is called StockReport and is designed to give the investor an instant overview of a stock’s indicators and ratios. The service includes composite ranks for all the main investment styles, stock valuation by various methods including the discounted cash flow technique and a charting system for technical analysis. As it is a web based service data is updated daily and Stockopedia calculates trailing twelve month figures rather than using the last reported annual results which gives a better comparison of companies.

 

Asia Pacific

Stockopedia

http://www.stockopedia.com

A relatively new British web based service that is continually upgrading its screening and charting service and the countries it covers. It now covers, Hong Kong, Singapore, Japan, Korea and Taiwan as the Developed Asia region.  The service also covers the Indian, Australian and New Zealand markets as well as the US markets, Canada, Britain and Europe. These regions can be paid for separately but are discounted if more than one is bought. If you wish to invest in individual companies in these regions make sure that you have a broker that compressively covers them.  The service includes a large number of pre-set screens based on famous stock picking strategies. Completely new and sophisticated screens can also be devised and the tools to produce your own screens are very flexible. The web interface to show company details is called StockReport and is designed to give the investor an instant overview of a stock’s indicators and ratios. The service includes composite ranks for all the main investment styles, stock valuation by various methods including the discounted cash flow technique and a charting system for technical analysis. As it is a web based service data is updated daily and Stockopedia calculates trailing twelve month figures rather than using the last reported annual results which gives a better comparison of companies.

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