This is a very competitive field, with dozens of options. I have done extensive research myself in the past looking for screeners that provide enough functionality for my needs. I'm curious what problem you're attempting to solve vs. all the current entrants in this space? FWIW, I really like your UI + speed.
Things that I have had trouble finding executed well elsewhere (besides the super expensive tools like Factset, Bloomberg, etc) are: a) ability to program your own metrics or criteria w/ formulas and b) ability to leverage historical data beyond current and one previous fiscal year for very select data points.
By the way, I currently use Stock Rover, which has the most functionality I could find at a reasonable price. I do not like the interface but it works. Have tried many others.
That was a scratch your own itch project; just so you understand we (folks behind stockrow) are hobby investors who do not plan to pay for services like bloomberg and ycharts yet require tools and access to data in simplest possible form.
For us problem is that all screeners (and tools) that are available are either slow, dumb, lack flexibility, are really hard to use or expensive (or all of the above combined). So what we did with two friends of mine — we've created our dream product: simple and fast with all data freely available. It is still in it's infancy but we keep adding things that we need and improve it so it suits us.
Sorry to say but we do not plan custom metrics at this point as this is beyond our capabilities as investors at this points (frankly speaking we do not need them, but if voices are loud enough we might consider that options) but we do plan to introduce backtesting at some point.
I know about StockRover but for me UI is really complex; I need a screener where I can get results almost instantly without much thinking or clicking around.
First off, neat tool! I see Finviz.com does much of the same for free.
> we (folks behind stockrow) are hobby investors who do not plan to pay for services like bloomberg and ycharts yet require tools and access to data
Respectfully, you do not require tools and data. You need to play a winners game and not pick stocks. Key to winning investing is to lower fees and taxes. Why?
> Contrary to their oft articulated goal of outperforming the market averages, investment managers are not beating the market: The market is beating them.
via "The Loser's Game" by Charles D. Ellis, written in 1995. www.cfapubs.org/doi/pdf/10.2469/faj.v51.n1.1865
A related podcast with the legend Charlie Ellis (via Masters in Business radio podcast). Mr. Ellis is a former chairman of the Yale University Investments Office and CFA Institute and one-time director of Vanguard Group. He also is the author of "Winning the Loser’s Game: Timeless Strategies for Successful Investing."
One of our loved features was the Screener - we modeled to make it as easy-to-use with setting your own custom metrics and really good timeseries information.
It's cheaper than FactSet and Bloomberg, and you can try a free trial from the site pretty easily.
I am a paying customer of YCharts and like it a lot generally, but the screener is actually lacking IMO. It does not have any historical data beyond TTM, though you are correct that you can create formulaic metrics. One of the things I like to screen for is growing revenue over multiple years, not just TTM; with screener from the OP here, YCharts and many others, that's not an option.
As someone who is completely ignorant about this field of work, can someone briefly explain to me what the difference between something like stockrow.com and google finance is?
Very nice, fast, well laid out. Real-time updating would be the next best feature to implement, but it works really well friend. Hidden Gems is great. Advanced Search also very nice. Thanks a lot for making/sharing this
Thanks! Thanks a lot! Would look into realtime updates but it will be viable for news only atm; we receive financial data from our providers ~5pm NY time — so financial data is not realtime but it is updated daily.
Seeking Alpha, the free piece of the service. It ties my portfolio to constant official news and internal opinion articles with comments at the bottom, lets you follow some authors, has a web and an app version, and a few other things. It's just not very good at cost basis stuff, and it's a pain to enter that stuff in. It also doesn't persist the cost basis between my web and app account, strangely. It gets angry at adblocking but still lets you use the free version of the site.
Check out Personal Capital. Really clean interface. I have all my checking, saving, credit, loan, asset values, and investments in their site which gives a nice running tally of your total net worth.
Awesome, the UI is really straightforward, you did a great job!
I usually look for companies up to a year past their lock out date that have some momentum as my goto investments. sadly yahoo finance has closed their api, and i haven't found a decent replacement yet.
Generally third party apps will get data from market data providers like xignite etc. And where does xignite get the data? They pay for sessions to receive market data directly from all of the exchanges they care about. This data is not cheap from either source.
Not cheap — not necessary. There are data providers like tiingo, quandl, intrinio (just to name a few) that provide quite a lot of data for reasonable prices.
That's true, everything is relative and it also depends what scale of market data you require. I think it's quite cheap to get end of day stock prices but if you want real time market data it gets steep. The closer you get to actual real time the more expensive seems to be the trend.
There is https://www.alphavantage.co which is free now but we've stayed away from them since they were not replying to our enquiries and they do not have any ToS available.
Cheapest realtime stock prices I've seen were ~500$; don't remember where that was though.
If you open up a portfolio in Google Finance, you're greeted with this warning:
> Google Finance is under renovation. As a part of this process, the Portfolios feature won't be available after mid-November 2017. To keep a copy, download your portfolio.
Yeah I don't get it either why up to this point they did not fix it? For company of such size it will take almost nothing to get rid of flash there and replace it with JS
First impression looks nice but it really needs a human-readable URL structure. For example, you can't tell the difference between what these link to which will really limit how people share your site:
This is really promising. I have tested many free screeners and they are really bad from UX perspective.
Can I filter by Sector and other category variables? I'm only focusing on tech sector and would like to build filters for various subcategories. I couldn't do it on mobile.
You can filter by sector on bigger device (tablet or laptop/desktop) but not on mobile. We will think about what can be done there, no promises though!
A new stock screener? If there wasn't a better example that the stock market is about to pull back... I remember working on a stock screener in 2006...
thinkorswim platform screener is king imo. you can create custom formulas for screening using almost any study (custom or preset). Also can be used for options / spread screening.
97 comments
[ 1.5 ms ] story [ 206 ms ] threadThings that I have had trouble finding executed well elsewhere (besides the super expensive tools like Factset, Bloomberg, etc) are: a) ability to program your own metrics or criteria w/ formulas and b) ability to leverage historical data beyond current and one previous fiscal year for very select data points.
By the way, I currently use Stock Rover, which has the most functionality I could find at a reasonable price. I do not like the interface but it works. Have tried many others.
For us problem is that all screeners (and tools) that are available are either slow, dumb, lack flexibility, are really hard to use or expensive (or all of the above combined). So what we did with two friends of mine — we've created our dream product: simple and fast with all data freely available. It is still in it's infancy but we keep adding things that we need and improve it so it suits us.
Sorry to say but we do not plan custom metrics at this point as this is beyond our capabilities as investors at this points (frankly speaking we do not need them, but if voices are loud enough we might consider that options) but we do plan to introduce backtesting at some point.
I know about StockRover but for me UI is really complex; I need a screener where I can get results almost instantly without much thinking or clicking around.
This looks great, I'd definitely pay a few dollars a month for something like this.
> we (folks behind stockrow) are hobby investors who do not plan to pay for services like bloomberg and ycharts yet require tools and access to data
Respectfully, you do not require tools and data. You need to play a winners game and not pick stocks. Key to winning investing is to lower fees and taxes. Why?
> Contrary to their oft articulated goal of outperforming the market averages, investment managers are not beating the market: The market is beating them.
via "The Loser's Game" by Charles D. Ellis, written in 1995. www.cfapubs.org/doi/pdf/10.2469/faj.v51.n1.1865
A related podcast with the legend Charlie Ellis (via Masters in Business radio podcast). Mr. Ellis is a former chairman of the Yale University Investments Office and CFA Institute and one-time director of Vanguard Group. He also is the author of "Winning the Loser’s Game: Timeless Strategies for Successful Investing."
https://www.bloomberg.com/view/articles/2017-04-17/charles-e...
One of our loved features was the Screener - we modeled to make it as easy-to-use with setting your own custom metrics and really good timeseries information.
It's cheaper than FactSet and Bloomberg, and you can try a free trial from the site pretty easily.
Any plans to allow making user accounts? I would like to keep some stocks tracked and I am looking for a new tool.
Where are you guys getting your data from? How fresh is your data?
https://wallmine.com/google-finance-portfolio-alternative
Let me know your thoughts!
Feel free to email neurofog <at> gmail <dot> com
I usually look for companies up to a year past their lock out date that have some momentum as my goto investments. sadly yahoo finance has closed their api, and i haven't found a decent replacement yet.
Cheapest realtime stock prices I've seen were ~500$; don't remember where that was though.
There's a link at the bottom to Google Finance. If you click through, the charts required Flash. Google Chrome is blocking Flash.
I bet that's a source of strife for the Finance team over at Google...
> Google Finance is under renovation. As a part of this process, the Portfolios feature won't be available after mid-November 2017. To keep a copy, download your portfolio.
https://stockrow.com/screener/b237f532-3a17-4671-a00d-787c92...
https://stockrow.com/screener/cd4d02b5-a02a-4fbb-ac27-58483d...
Can I filter by Sector and other category variables? I'm only focusing on tech sector and would like to build filters for various subcategories. I couldn't do it on mobile.
Ameritrade account is required though.
It's probably obvious to anyone who does investing, but I had no idea what I was looking at.