What to use instead of Atom Finance

The product

Atom Finance sold a research app to individual investors and, alongside it, the same components to brokers and platforms that embedded them through its APIs. The consumer side ran on the web, iOS and Android, and its pricing page, captured by the Internet Archive in April 2023, offered a paid plan at 6.99 dollars a month with a seven-day trial.

The same capture listed what that bought, in four groups. Research companies: a stock screener, watchlists, a chat, news and document search, a sandbox and Excel export. Screen and monitor: breaking news and alerts, analyst commentary, daily market briefings, price-change explanations, equity research summaries and price-target updates. Search documents: stock quotes, premium KPIs, analyst forecasts and estimates, investor documents, institutional and fund holdings, and historical financials. Track investments: account aggregation, mock accounts and fund look-through, which showed the individual stocks underneath a holding of ETFs or mutual funds.

That was a long list for the price, and the reason people held it: a retail investor got estimates, transcripts and KPI data that usually come in a terminal, and their brokerage accounts in the same app.

What happened. A notice of discontinued service on Atom's own site said: "As of March 1, 2024 we will no longer support the Atom Finance web and mobile applications," and that users kept access until 29 February 2024. It promised prorated refunds, said Atom Finance "continues to support our B2B clients", and named no consumer successor. The notice is undated; the Internet Archive first captured it on 18 April 2024. On 25 October 2026 atom.finance redirected to a page that returned not found.

What to use instead

Atom bundled five jobs. Split them, and decide which ones you actually used, because paying for all five separately costs several times what Atom did.

Estimates, transcripts and financials. TIKR is the closest single replacement: S&P Global Capital IQ financials, analyst estimates and transcripts on 100,000-plus stocks, with a global screener. Plus, at 24.95 a month, has no Excel export; Pro, at 54.95 or 37.95 billed annually, adds it with ten years of transcripts. Fiscal.ai is the one to look at if it was the KPI pages you used. Segment and operating metrics are its centre, with two years of KPI data free and ten on Pro.

Screening, watchlists and charts. Koyfin carries a screener, watchlists, dashboards and estimates; alerts on your own watchlists and portfolio analytics start on Premium. Stock Analysis is the cheap route: financials and stock and ETF screeners without an account, and Pro at 79 dollars a year for longer history, saved screens and up to 100 alerts.

Documents. Quartr is free on the phone for earnings calls, live and recorded transcripts, filings, slide decks and keyword alerts. For a full-text search across SEC filings on the desktop, BamSEC does it properly, at a price aimed at professionals.

Fund look-through. ETF Insider shows the stocks under a portfolio of US-listed ETFs and mutual funds, with overlap and concentration, free for up to four saved portfolios and 14 dollars a month for full holdings data.

Linked brokerage accounts. Two of the research tools above take one: Fiscal.ai pulls holdings from a brokerage connection into a dashboard, and Stock Analysis syncs brokerage accounts into a portfolio. TIKR has no broker import, and Koyfin's portfolio is typed in or loaded from a CSV. For returns and dividends across accounts that update themselves, use a tracker from portfolio trackers, and check its supported-broker list before paying.

What you give up

The price. 6.99 a month bought estimates, KPIs, transcripts, a screener, aggregation and look-through. TIKR Pro alone is 37.95 a month billed annually, Koyfin Premium 79 on the same terms, and neither links a brokerage account. The cheapest combination that covers most of Atom is Stock Analysis Pro at 79 dollars a year plus the free plans of Quartr and ETF Insider: about what Atom cost, across three accounts instead of one.

One login for research and holdings. The same app held your linked accounts and the research. Fiscal.ai and Stock Analysis can pull in brokerage holdings; with TIKR or Koyfin, the tracker knows your positions and the research tool does not.

Fund look-through inside the tracker. Atom showed the stocks under your funds next to your linked accounts. ETF Insider does the look-through on a portfolio you enter yourself, US funds only, and the trackers in this catalogue that do it, such as Parqet and extraETF, are built for German and European brokers.

Migration notes

Watchlists and screens did not survive. The notice offered no export, and access ended on 29 February 2024. Rebuild screens from the criteria, not from memory of the results: the replacements do not share one dataset, and the same filter returns a different list.

Estimates are not one number. Consensus depends on which analysts the supplier counts and when it updates. Koyfin and Stock Analysis both take theirs from S&P Global, and a target price or EPS consensus you noted from Atom will not match any replacement here to the cent. That is not an error. Why consensus estimates differ explains why.