# Fundamental Data & Stock Research Platforms

Financials, filings and valuation for people who reach their own conclusion — where the numbers come from, how far back they go, and what leaves the product.

*https://stockmarketstack.com/categories/fundamentals-research*

Every product here will show you a revenue line for the same company, and they do not all mean the
same thing by it. Three questions separate them and none is answered on a pricing page — where the
numbers come from, whether restatements were folded back into prior years, and how many of those
years the tier you are looking at actually unlocks. History depth is sold as a tier far more often
than it is a property of the product: the same terminal can cost $24.95 or $119.95 a month
depending only on how far back it will show you.

- **Global coverage and deep history in a terminal** — [TIKR](https://stockmarketstack.com/tools/tikr).
- **The numbers in Excel or Google Sheets** — [Wisesheets](https://stockmarketstack.com/tools/wisesheets) at $60 a year.
- **Segment and KPI data lifted out of the filing** — [Daloopa](https://stockmarketstack.com/tools/daloopa).
- **Filings, transcripts and investor presentations** — [Quartr](https://stockmarketstack.com/tools/quartr).
- **A valuation model whose inputs you can change** — [Stock Unlock](https://stockmarketstack.com/tools/stock-unlock).
- **Screening across a long history of ratios** — [GuruFocus](https://stockmarketstack.com/tools/gurufocus).

## What actually decides the choice here

Every product in this listing will show you a revenue line for the same company, and they do not
all mean the same thing by it. Seven questions separate them, and none is answered on a pricing
page.

**Where the numbers come from.** There are three routes and they fail differently. A vendor can
licence a standardised feed — several of the retail terminals here run on S&P Capital IQ's
standardised financials, which is why their income statements agree with each other and not with
the filing. It can tag filings itself, in which case the figures match the 10-K and the line items
drift from company to company. Or it can ride the free floor: the SEC's XBRL company-facts
endpoint, which needs no key and costs nothing, and which is the reason a dozen cheap products
exist at all. A standardiser is slow and opinionated, a self-tagger is idiosyncratic and
occasionally wrong, and the free endpoint silently drops anything a company tagged with its own
extension elements. Ask which one you are buying.

**How far back, and whether that is the product or the tier.** History depth is sold by the tier
more often than it is owned by the product. TIKR is the clearest case: the same terminal gives 5
years free, 10 years on Plus at $24.95 a month, 10 years and 40 quarters on Pro at $54.95, and 30
years on Ultimate at $119.95. Nothing about the underlying data changed between those screens.
Decide first how many full cycles you need to see — for most of what people value on these
platforms, ten years is less than one.

**As-reported or restated.** A vendor that folds restatements, discontinued operations and
reclassified segments back into prior years gives you a clean, comparable series that nobody ever
saw. A vendor that keeps the original figures gives you a messy series that is exactly what the
market was pricing. Both are legitimate; only one is honest to backtest against, and the
distinction is invisible in the interface. In XBRL the default convention makes it worse, because
a restated amount is the plain value and the superseded one is the specially tagged exception.

**Segment and KPI data.** The numbers that actually move these businesses — subscribers, bookings,
same-store sales, remaining performance obligations, margin by segment — do not exist in any
standardised chart of accounts, because they are different in every company. They are reported
under company-specific extension tags, which the free SEC endpoint excludes by design, and a
standardiser has nowhere to put them. Everything else in this category is available somewhere for
$60 a year; this is the part that is genuinely hard, and it is the entire argument of the products
built around it.

**Non-US coverage.** This collapses faster than anything else and is where these products most
differ in practice. GuruFocus is unusually candid about why — its US membership is $549 a year and
Europe, Asia and Canada each cost extra, because each one had to be bought. Most products are less
explicit and leave you to discover the gap after you have built a watchlist. Read the exchange
list, and treat "global" with the suspicion it has earned.

**Whether the data leaves the product.** A number you cannot export is a number you cannot check.
Some products here are deliberately screenshot-only; others exist for the opposite reason —
Wisesheets sells 30 years of financials across more than 50 exchanges into Excel and Google Sheets
for $60 a year, or $120 for its faster tier, precisely because it sells the data rather than an
interface to look at it in. If your work ends in a model of your own, put export near the top of
the list, and find out whether that means an API, a CSV, a spreadsheet function or a PDF.

**How much of the screen is the vendor's own model.** Fair values, quality grades, composite
scores, normalised owner earnings and predicted returns are outputs, not observations. They are
often the most prominent figure on the page and the least attributable. The usable ones tell you
the formula and let you change the inputs; the rest are a conclusion wearing the typography of a
fact.

## The words this market uses loosely

**"Fundamental data"** covers three different things — the figure as reported, the figure after a
vendor mapped it onto a common template, and a figure the vendor computed. Products move between
the three without marking the boundary.

**"Fair value" and "intrinsic value"** are never properties of a company. They are the output of a
discount rate, a growth path and a terminal assumption that somebody chose. The only question
worth asking is whose, and whether you can edit them.

**"As-reported"** should mean the original filing, untouched by later restatement. Some vendors
use it to mean only that line items were not remapped, while still carrying restated values.

**"KPI" and "segment data"** are used both for figures lifted out of the filing and for figures a
vendor derived from them. Derived numbers are fine; being unable to tell which is which is not.
This is why the serious KPI products hyperlink every cell back to the page it came from.

**"Coverage"** is three unrelated numbers wearing one word — how many tickers, how far back, and
how many line items per company. A vendor quoting 100,000 companies may carry five years and
forty line items for most of them.

## Three jobs sharing one audience

**Fundamentals** is the data job: assembling a history you can rely on. The buyer wants source,
depth, line-item count, restatement policy and export, and does not care what the interface looks
like. Judge these against each other on the seven questions above, and on nothing else.

**Valuation** is the modelling job: turning that history into a number you would act on. The
product is a set of assumptions and the freedom to change them, so judge it on which models it
offers, which inputs are editable, whether it shows you the sensitivity rather than a single
figure, and whether it validates against enough history to be worth running. A valuation tool that
will not let you move the discount rate is a rating service with extra steps.

**Filings** is the documents job: 10-Ks and 20-Fs, transcripts, presentations, 8-Ks, and getting
to them quickly. Judge on latency after the call ends, how far the transcript archive goes back,
whether non-US investor-relations material is covered at all, and whether the text is searchable
across companies rather than one document at a time. Transcript history is another thing routinely
sold by the tier — the same platform may hand you 90 days or two decades.

The three share an audience and almost nothing else. A KPI extraction service, a DCF workbench and
a transcript archive answer different questions, and a ranking that puts them in one column is
measuring nothing. Decide which job you are here for, then compare only inside it.

## One filter worth applying yourself

A search for the best fundamental analysis site returns two markets mixed together, and they are
judged on completely different things. Switch the vendor's opinion off and see what remains. If a
filing archive, a financial history and a model you control are left, it is an instrument, and
coverage, depth and export are the right questions. If the star rating or the analyst fair value
was the reason to subscribe, it is a recommendation service, and the only question that matters is
its track record. This catalogue lists the first kind, which is why several well-known names are
absent from the listing below.

## Where this category connects

If you want these numbers in your own code rather than in an interface, several of the providers
here sell an API and are listed as such in
[market data APIs](https://stockmarketstack.com/categories/market-data-apis). A valuation history that a strategy will be
tested against has a further requirement nothing here guarantees — point-in-time figures free of
survivorship bias — which is the first thing to settle in
[backtesting frameworks](https://stockmarketstack.com/categories/backtesting-frameworks).

## Cards

- [AlphaSense](https://stockmarketstack.com/tools/alphasense.md) — AI search over 500M+ filings, broker research and Tegus expert transcripts.
- [BamSEC](https://stockmarketstack.com/tools/bamsec.md) — SEC filings and earnings transcripts, relabelled, searchable and downloadable to Excel.
- [Daloopa](https://stockmarketstack.com/tools/daloopa.md) — Filings and slide-deck KPIs, machine-extracted and dropped into your own Excel model.
- [Fiscal.ai](https://stockmarketstack.com/tools/fiscal-ai.md) — Filings, transcripts and 20-year financials, in a terminal or through an MCP server.
- [GuruFocus](https://stockmarketstack.com/tools/gurufocus.md) — Thirty years of financials, a deep screener and 13F guru portfolios, sold by region.
- [Koyfin](https://stockmarketstack.com/tools/koyfin.md) — A browser research terminal for global equities, funds, macro and estimates.
- [Quartr API](https://stockmarketstack.com/tools/quartr-api.md) — Earnings-call audio, live transcripts, filings and decks over REST, webhooks or Snowflake.
- [Quartr](https://stockmarketstack.com/tools/quartr.md) — Live earnings calls, transcripts, filings and decks — free on mobile, paid on the web.
- [ROIC.ai](https://stockmarketstack.com/tools/roic-ai.md) — Forty years of global fundamentals over REST, an MCP server and Google Sheets.
- [sec-api.io](https://stockmarketstack.com/tools/sec-api-io.md) — Every EDGAR filing since 1993 as JSON, plus a websocket push of new ones.
- [SEC EDGAR](https://stockmarketstack.com/tools/sec-edgar.md) — Every US filing since 1994, free and keyless — the limit is ten requests a second.
- [Stock Rover](https://stockmarketstack.com/tools/stock-rover.md) — Fundamental screening and portfolio analytics on 14,000+ North American stocks.
- [Stock Unlock](https://stockmarketstack.com/tools/stock-unlock.md) — Global fundamentals, 1-5 stock scores and a DCF whose assumptions you set yourself.
- [Stock Analysis](https://stockmarketstack.com/tools/stockanalysis.md) — Five years of financials and a working screener, free and without an account.
- [TIKR](https://stockmarketstack.com/tools/tikr.md) — Capital IQ financials and Wall Street estimates on 100,000+ global stocks.
- [Wisesheets API](https://stockmarketstack.com/tools/wisesheets-api.md) — SEC XBRL fundamentals over REST and a hosted MCP server, with a citation on every value.
- [Wisesheets](https://stockmarketstack.com/tools/wisesheets.md) — Financials, estimates and live prices as worksheet functions in Excel and Google Sheets.
- [YCharts](https://stockmarketstack.com/tools/ycharts.md) — Advisor research and client reporting, priced by quote rather than published.

## FAQ

### What is the difference between as-reported and standardised financials?

As-reported figures are what the company printed in that filing, with its own line items and any errors it made. Standardised figures have been mapped by a data vendor onto one common chart of accounts so that two companies can be compared, and usually carry later restatements back into earlier periods. A standardised history is consistent; an as-reported history is what the market was actually looking at on the day, which is the only one worth testing a valuation rule against.

### Why do fundamental data products lose non-US coverage so quickly?

Outside the SEC there is no single free archive to build on, so non-US financials have to be licensed company by company or scraped exchange by exchange, and the vendor has to pay for that. Products price it accordingly — GuruFocus sells a US membership at $549 a year and charges separately for Europe, Asia and Canada, and TIKR's free tier is US-only while every paid tier is global. Check the exchange list before the feature list, because no amount of money fixes a market the vendor does not carry.

### Why does this category exclude stock rating and fair-value sites?

Because the catalogue lists instruments for reaching your own conclusion, not products whose deliverable is somebody else's conclusion. The test is what remains when the vendor's opinion is switched off — if a star rating, an analyst fair value or a verdict on the business is the reason to subscribe, the product belongs to a different market and is not listed here. Paid idea and newsletter services are out for the same reason.

### Where does KPI and segment data come from if no standardiser carries it?

From the filing itself, tagged by hand or by machine. Subscriber counts, same-store sales, remaining performance obligations and segment margins are reported under each company's own XBRL extension elements, which the SEC's free company-facts API deliberately omits and which no common chart of accounts has a slot for. Products that sell this data — Daloopa and Wisesheets most explicitly — are selling the extraction work, and that is the whole of their argument.

### What does fundamental data actually cost in 2026?

Roughly $60 a year if you want the numbers in a spreadsheet and nothing else, a few hundred a year for a terminal with global coverage and deep history, and four figures once ratings, screeners and multiple regions are bundled in. History depth and non-US markets are usually sold as tiers rather than as products, so the same interface can cost $24.95 or $119.95 a month depending only on how many years it will show you.