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Ranked on the record · 14 apps

Best Investment Research Software 2026

Investment research software helps investors compare tools for market and company research. Use this list to check pricing models, free plans, trials and supported platforms.

Compare access across web, iOS, Android, Windows, API and extension options.

01

Stock Rover

by Stock Rover

It suits individual investors seeking screening, research reports and portfolio analysis, as well as financial professionals.

Free plan Free trial AndroidiPhone & iPadWebWindows
02

CB Insights

CB Insights primarily serves corporate strategy, mergers and acquisitions, corporate venture capital, and corporate innovation teams.

AndroidiPhone & iPadWeb+2
Record5.0 Visit
03

AlphaSense Generative Search

AlphaSense Generative Search is aimed at financial services firms, corporations, and professional services organizations.

AndroidiPhone & iPadWeb
Record4.2 Visit
04

Finbox

Finbox suits investors and analysts who need broad stock coverage, screening metrics, valuation models, watchlists, and spreadsheet access.

Web
Record4.1 Visit
6 AndroidiPhone & iPadWeb Free plan Record3.8 Visit
7 AndroidiPhone & iPadWeb Free plan Record3.5 Visit
8 iPhone & iPadWeb Free plan Record3.2 Visit
9 Web Free plan Record3.1 Visit
10 AndroidiPhone & iPadWeb+1 — Record3.0 Visit
11 Free plan Record2.9 Visit
12 Web — Record2.4 Visit
13 Web — Record2.4 Visit
14 $69 a month Record2.3 Visit

Before you choose

Compare pricing models

Check whether a tool is paid, freemium or free before you sign up. Pricing may be listed directly or available on request.

For AlphaSense Generative Search, CB Insights, PitchBook and FactSet Workstation, prices are available on request.

Look for free access

A listed free plan provides access without an initial paid subscription. Free plans appear for CapEdge, Finbox, Koyfin, MarketScreener, Quartr and Simply Wall St.

A trial differs from ongoing free-plan access. CB Insights offers a 10-day trial.

Match your platform

Check the platform you use before choosing a tool. Services on the list cover web, iOS, Android, Windows, API and extension platforms.

FactSet Workstation is available through Android, iOS, web and Windows. Finbox lists web support.

Review trial terms

Trial access can give you time to assess a paid service before subscribing. CB Insights advertises a 10-day trial; Quartr shows a free plan with pricing available on request.

Read the maker's current pricing note before making a purchase decision.

Questions

Are free investment research tools included?
Free access is listed for CapEdge, Koyfin, MarketScreener, Quartr and Simply Wall St.
Which tool lists a free trial?
CB Insights' pricing note gives it a 10-day trial.
What platforms are represented?
The list includes web, iOS, Android, Windows, API and extension options.
What does BamSEC Pro cost?
BamSEC Pro is listed at $69 per month by BamSEC.
Is pricing available on request for any tools?
You can request prices for AlphaSense Generative Search, CB Insights, PitchBook and FactSet Workstation.