TIKR

What it is

TIKR Terminal is a browser-based research tool for people who read financial statements themselves: income statement, balance sheet, cash flow and ratios, segment data, Wall Street consensus estimates, valuation multiples, earnings-call transcripts, global filings, institutional ownership, and a screener over a claimed 100,000+ listings across 92 countries and 136 exchanges. A P/E-based valuation model builder takes growth, margin and exit-multiple assumptions in place of a spreadsheet.

Provenance is the pitch, and TIKR names its suppliers: the help centre lists S&P Global Capital IQ and Morningstar as data partners, with Financial Modeling Prep as a secondary dataset to broaden coverage, and the front page repeats the Capital IQ attribution. The Financials tab is GAAP standardised by Capital IQ, so line items can be recategorised for comparability; the Estimates tab is a sell-side consensus and is therefore adjusted, non-GAAP. Which dataset you are reading is a dropdown, and the choice changes what you can see.

Pricing

Four plans: Free at $0, Plus $24.95, Pro $54.95, Ultimate $119.95 per month, or $17.95, $37.95 and $79.95 a month paid a year upfront — about 30% off. There is no trial; new paid customers get 14 days to ask for a refund and existing ones do not.

The free tier is a demo with a hard edge: US stocks only, five years and eight quarters of financials, one year of forward estimates, 90 days of transcripts, one saved screen, one newsfeed, the top 40 investor portfolios. Global coverage and detailed estimates start at Plus; Excel export, segment financials, premium metrics, transcript search and management guidance at Pro.

Data & coverage

Common equities only. The vendor states that TIKR does not cover preferred shares or bonds, anywhere in the product or the screener, and does not carry short interest.

History is the tier ladder, and the headline needs reading twice. Free is 5 years and 8 quarters, Plus 10 years and 20 quarters, Ultimate 30 years. Pro is sold as 20 years, but on the S&P Global dataset only the first 10 render in a table — deeper is chart-only, unless you switch to the Morningstar dataset, which tables all 20. Forward estimates run 1, 2, 4 and 5 years by tier, consensus only: you can see how many analysts contributed a number, never which.

Non-US coverage is the same product rather than a thinner one — the screener filters by country and region, filings are compiled from the SEC, SEDAR and 15+ other sources, and ownership goes past US 13Fs to international disclosures — but it is paid: the free tier is US-only.

Integrations

Effectively none, by the vendor's own account. There is no API and no spreadsheet plug-in, and the help centre warns that programmatic access or scraping ends in permanent account closure. Export is in-product only: Excel export starts at Pro, Plus can copy a table to the clipboard, and screener results cannot be exported at all — copy and paste, 500 rows at a time. Charts save as PNG or JPG.

Limitations

• No API and no Excel add-in at any price; screener output leaves only by clipboard, 500 rows at a time. If the workflow ends in a spreadsheet or a notebook, weigh that before the price.
• "20 years" on Pro is charting depth on the main dataset, not table depth.
• The free tier is US-only, so it cannot be used to judge the global coverage you would pay for.
• No preferred shares, no bonds, no short interest.
• No mobile app — responsive web, nothing more.
• Portfolio monitoring means a watchlist with valuation columns and a news feed: no broker import, no cost basis, no return calculation.

Alternatives

Koyfin covers more asset classes and more macro at a comparable price; Stock Rover is cheaper and deeper on US and Canadian screening but does not go global; Fiscal.ai competes on the same institutional-grade fundamentals with an API attached. If what you actually want is those numbers inside a spreadsheet, a sheet add-in such as Wisesheets solves the other half.

The rest of the field is in fundamentals and research platforms.