Fundamental analysis tools and screeners: 2026 guide
Indian investors today have access to an unprecedented ecosystem of fundamental analysis tools rivalling institutional-grade research. Most platforms cost under ₹5,000 annually. Whether analysing Nifty 50 blue-chips or researching Apple on NASDAQ, the right combination of free and premium platforms can transform your investment process. This guide covers all primary tools available to Indian investors in 2026, including pricing, features, and practical workflows.
This guide builds on our comprehensive resource of fundamental analysis tools for Indian investors, diving deeper into specific screeners and their practical applications.
Screener: It remains India's gold standard for fundamental research
Screener, founded in 2009 by Ayush and Pratyush Mittal, serves over 5 million users and dominates Indian equity research with unmatched data depth. The platform covers 4,000+ NSE and BSE stocks with 10+ years of financial history—balance sheets, P&L statements, cash flows, and quarterly results updated within days of company filings.
The platform's power lies in its custom query builder. Investors write screening conditions using intuitive syntax, such as "Price to Earnings < 15 AND ROCE > 20 AND Debt to Equity < 1", combining any available financial metrics. Over 50,000 user-created screens are publicly available, including popular strategies like Piotroski Scans, Magic Formula stocks, Coffee Can Portfolio picks, and Golden Crossover signals. The free "Hobby Investor" plan allows you to follow 50 companies, receive 10 stock alerts, and 2 screen alerts, useful for casual investors.
Premium pricing at ₹4,999/year unlocks unlimited company tracking, 800 stock alerts, 75 screen alerts, detailed peer comparisons, Excel automation with custom templates, industry filters, and ₹500 in Screener AI credits for extracting insights from company documents. New 2025-2026 features include commodity price trend analysis covering 10,000+ commodities and shareholder search functionality to identify all companies where a specific person owns over 1% of the shares.
The platform's limitations are apparent: end-of-day data only (unsuitable for day traders), limited technical analysis beyond basic RSI and moving averages, no broker integration, and no iOS mobile app. Customer support is restricted to premium subscribers. Despite these constraints, Screener, for pure fundamental analysis of Indian equities, delivers exceptional value.
Tickertape offers the most comprehensive all-in-one platform
Tickertape, spun off from Smallcase in November 2021, has grown to 6+ million users by combining stock screening, mutual fund analysis, and portfolio tracking in a single interface. The platform covers 4,600+ stocks and 1,747+ mutual funds with 200+ screening filters across fundamental, technical, and growth metrics.
What distinguishes Tickertape is its proprietary Market Mood Index (MMI), which displays real-time market sentiment from Extreme Fear to Extreme Greed, helping investors time investments based on crowd psychology. The Investment Scorecard provides performance, valuation, and profitability scores for every stock, while analyst forecasts offer consensus price targets and EPS estimates. The mutual fund screener with 50+ filters, including alpha, Sharpe ratio, and holding composition, is unique among competitors.
Portfolio integration with 16+ brokers (Zerodha, Upstox, Groww, Angel One, HDFC Securities, ICICI Direct) enables automatic tracking and analysis, including diversification scoring, overlap detection between holdings, and identification of red-flagged assets. Smallcase integration allows you to create investable themes directly from screening results.
Tickertape Pro pricing works out to ₹299 monthly, ₹699 quarterly (₹233/month), or ₹2,399 annually (₹200/month)—48% cheaper than Screener.in. Pro unlocks unlimited custom screens, 60+ custom filters, data export, forecasts, advanced portfolio analysis, and an ad-free experience. The 14-day free trial requires payment authorisation but provides full access for evaluation.
Mobile apps rate 4.2-4.3 stars on Android and iOS, with occasional complaints about data delays and sync issues. While Tickertape offers broader coverage than Screener stocks, mutual funds, and ETFs, its historical data depth is more limited, and its data accuracy has come under user scrutiny. For beginners and investors seeking a single platform for all their needs, Tickertape offers excellent value.
Trendlyne's DVM scores help investors avoid bad stocks.
Trendlyne, SEBI-registered (INH000022507), differentiates through its proprietary DVM scoring system—Durability, Valuation, and Momentum—rating every stock 0-100 on each dimension. The classification system (GGG, GGB, GBG, etc.) quickly identifies strong performers versus stocks to avoid, with backtesting showing consistent outperformance for high DVM-scored stocks.
The platform offers 1,400+ screener parameters (3,000+ in premium, with real-time updates during market hours—a significant advantage over end-of-day competitors). The Forecaster dashboard aggregates consensus estimates from 40+ brokerages, showing price targets, revenue projections, and analyst accuracy tracking. Superstar portfolio tracking monitors holdings of top investors, such as Rakesh Jhunjhunwala's RARE Enterprises, and sends alerts when positions change.
Backtesting capability, unavailable on most consumer platforms, allows testing screening strategies against historical data—up to 1,200 backtests annually with the top-tier subscription. Bulk deal tracking, insider trading data with 1-3 day reporting lags, and AI-generated conference call summaries round out the research toolkit.
Trendlyne pricing starts at ₹2,090/year (₹182/month), including 30 watchlists, 150 price alerts, and 200 backtests. StratQ costs ₹5,900/year (₹491/month) and includes 200 watchlists, 500 alerts, 1,200 backtests, Excel Connect, and unlimited data downloads. Pro Global at ₹8,900/year adds US stock coverage. Pro Plus Global at ₹11,900/year delivers full features for the India and US markets.
Annual subscribers receive a free 1-year Mint Premium subscription. The interface has a steep learning curve and can overwhelm beginners, but serious research analysts find the depth unmatched for the price point.
Tijori Finance provides alternate data unavailable elsewhere.
Tijori Finance, which raised $9.28M in a Series A round in November 2025, focuses on operational metrics and alternative data extracted directly from annual reports—market share, revenue mix breakdowns, geographic exposure, store counts, and supply chain information—covering 6,000+ metrics not available on other platforms. The platform powers features on Zerodha's Console through direct integration, including Timeline and Stock Insights widgets.
Sector research dashboards cover 30+ industries, including raw material price tracking (chemicals, metals, spreads), macroeconomic indicators, and custom niche indices (TJI Transformers, TJI EMS, TJI Solar Panel Manufacturing). The natural language screener accepts conversational queries, while forensics tools provide sector-specific financial health analysis.
Tijori pricing includes a free tier with 1 portfolio, 1 watchlist, 5 alerts, and 1,000+ metrics (latest data only). Monthly subscription costs ₹330/month. Annual subscription at ₹3,500/year (₹292/month) unlocks historic data, 6,000+ metrics, in-depth comparisons, and reverse DCF valuations.
The platform targets experienced investors comfortable with data-heavy interfaces. Zerodha users benefit most from seamless integration. Limitations include a steep learning curve, occasionally outdated data, and no direct trading capability.
Accessing official annual reports and regulatory filings
Indian investors have multiple free pathways to official company filings, with XBRL format mandatory since March 2019 for digital, searchable data.
BSE Portal (bseindia.com) provides access through the Corporates section for annual reports in PDF and XBRL formats. Search by company name or scrip code, filter by date range, and access financial results, corporate governance reports, shareholding patterns, and credit ratings.
NSE Portal (nseindia.com/companies-listing/corporate-filings-annual-reports) lets you select the Equity or SME tab, enter the company name, and download reports. The dashboard tracks up to 5 companies simultaneously. An XBRL-to-Excel converter is available at the linked AWS service.
SEBI Portal (sebi.gov.in/curation/corporate_filings.html) aggregates announcements from both exchanges, sorted by category (governance, annual reports, board meetings), with links redirecting to respective exchange portals. Note that EDIFAR was discontinued in April 2010—India no longer has a direct SEC EDGAR equivalent.
MCA Portal (mca.gov.in) provides access to company registration information, director details, financial statements, annual returns, and charge documents for ₹100 per company, suitable for deeper due diligence beyond exchange filings. Key forms include AOC-4 (Financial Statements) and MGT-7 (Annual Return).
What to extract from annual reports: Management Discussion & Analysis for business outlook and risks, Director's Report for governance and strategy, Auditor's Report for qualifications and going concern opinions, Notes to Accounts for accounting policies and contingent liabilities, Related Party Transactions for potential conflicts, and Business Responsibility Reports for ESG metrics.
Data aggregators provide free market intelligence.
Money Control, India's largest financial platform with 90+ million monthly visitors, offers real-time market tracking, TradingView-integrated charts, and fundamental screeners for free. Moneycontrol Pro at ₹499/year adds ad-free experience, premium research reports, advanced screeners, and expert analysis—exceptional value at ₹1.91/day.
Economic Times Markets provides 4,000+ stock reports, pre-created screeners, Big Bull Portfolio tracking, Market Mood indicators, and free Live TV. ETPrime adds detailed Stock Reports with peer comparison.
Value Research covers 1,639+ mutual funds across 50 categories and 16,283+ stocks with independent star ratings. Value Research Stock Advisor, priced at approximately ₹5,841/year, provides ready-to-invest portfolios, expert stock recommendations, and buy/sell/hold guidance through algorithmic screening combined with human analysis.
Morningstar India offers fund performance data, 1-5-star ratings, risk measures, portfolio composition analysis, and free tools, including Instant X-Ray for portfolio analysis and SIP calculators. The Professional Adviser Workstation is available for financial advisors.
Zerodha Varsity deserves special mention as a free educational resource with 15 comprehensive modules covering the stock market, technical and fundamental analysis, including DCF valuation, futures, options, commodities, personal finance, and sector analysis. The Fundamental Analysis module specifically teaches reading financial statements, ratio analysis, and investment due diligence—essential knowledge before using screening tools.
For a deeper understanding of these concepts, our fundamental analysis: a complete guide covers the theoretical foundation you need before applying these screening tools.
US stock research tools accessible from India
SEC EDGAR (sec.gov/search-filings) provides free access to all US company filings. Essential forms include 10-K (annual reports with audited financials), 10-Q (quarterly reports), and 8-K (material events like CEO departures or M&A). Search by company name or ticker, filter by form type, and use Full Text Search for keyword queries across 20+ years of filings. Start with Item 1A (Risk Factors) and Item 7 (Management Discussion & Analysis) for operational insights.
Yahoo Finance offers real-time quotes, watchlists, and company financials for free, with premium tiers at $35-70/month adding Morningstar/Argus research reports, advanced charts with 50+ years of historical data, and stock picks from services like Motley Fool. Fully accessible from India, with most international cards accepted.
Finviz delivers lightning-fast screening with 67+ filters and excellent visual heat maps showing S&P 500, sector, and ETF performance. The free version includes 15-20-minute delayed quotes. Finviz Elite at $299.50/year (approximately ₹25,000) adds real-time quotes, advanced charting, backtesting against 100+ technical patterns, and email alerts for insider trading and SEC filings. The 7-day free trial requires no credit card.
Koyfin provides Bloomberg-like research powered by Capital IQ data at a fraction of institutional cost. The free plan includes a global stock screener, 2 years of financials, and advanced charting. Koyfin Plus at $468/year expands to 10 years of financials and unlimited screening templates. Pro at $948/year adds US mutual fund data, unlimited custom formulas, and model portfolio tools. For Indian investors researching US equities, Koyfin offers the best value-to-depth ratio.
Current pricing comparison across all platforms
Budget-friendly complete stack for India plus US markets: Money Control Pro (₹499) plus Screener In premium 4,999) plus Finviz Elite (approximately ₹25,000) equals approximately ₹30,500/year for professional-grade research capabilities.
Beginners (first 1-2 years) should start with Zerodha Varsity for education (free), then Tickertape free tier for screening and portfolio tracking, and Money Control for news. Graduate to Tickertape Pro (₹2,399/year) once comfortable with concepts.
Value investors focused on Indian equities need a Screener (Premium: 4,999/year) with unmatched 10-year data depth and a custom query builder. Supplement with Tijori Finance (₹3,500/year) for alternate data and operational metrics. Total investment: ₹8,499/year.
Research analysts and serious investors benefit from Trendlyne StratQ (₹5,900/year) for DVM scores, backtesting, and institutional estimates. Add Screener in Premium for data export and custom queries. Consider Tijori for sector-specific analysis. Total investment: ₹10,899-14,399/year.
Indian investors in US stocks should use SEC EDGAR (free) for filings, Finviz Elite ($300/year) for screening, and Yahoo Finance Premium ($420/year) or Koyfin Plus ($468/year) for comprehensive research. Note tax implications: LTCG above 24 months taxed at 12.5% (reduced from 20% post-Budget 2024), dividends face 25% US withholding plus Indian slab rates with Foreign Tax Credit available via Form 67.
Professional and institutional investors need Trendlyne Pro Plus Global (₹11,900/year) for India plus US coverage with full features, plus Koyfin Pro ($948/year) for Bloomberg-grade global research. Total investment: approximately ₹90,000/year—still a fraction of Bloomberg Terminal's ₹20 lakh annual cost.
Practical workflow combining multiple tools effectively.
An efficient research workflow integrates tools based on their strengths. Start with Screener or Trendlyne for initial screening—filter the universe of 4,000+ stocks down to 20-30 candidates meeting fundamental criteria. Use Tickertape's Investment Scorecard for a quick quality assessment of shortlisted stocks. Deep-dive with Tijori Finance for operational metrics, market share data, and revenue mix unavailable elsewhere.
Pull annual reports from BSE/NSE for management commentary and audit observations. Track superstar portfolios on Trendlyne to see if ace investors hold your shortlisted stocks. Set alerts on Screener for price triggers and on Trendlyne for bulk deals and insider activity.
For US stocks, screen on Finviz, research financials on Koyfin or Yahoo Finance, and read original filings on SEC EDGAR. Track currency exposure manually or through broker platforms.
Common mistakes to avoid: Over-relying on screener results without reading annual reports, ignoring management quality and corporate governance red flags, comparing companies across dissimilar industries, using point-in-time data without understanding business cycles, and paying for multiple overlapping subscriptions when one platform would suffice.
Tijori Finance's Series A funding in November 2025 signals continued investment in alternate data for Indian equities. Screener. Its AI features launched in 2025 represent the first significant AI integration for fundamental analysis in India. NDTV Profit's merger with BQ Prime under Adani ownership consolidates business news coverage. LRS limits remain at $250,000 annually for Indian investors in foreign securities, with 20% TCS on remittances above ₹7 lakh (claimable as credit).
The tools available today enable individual investors to conduct research that was previously available only to institutions with expensive Bloomberg Terminals. By strategically combining free resources with affordable premium subscriptions—totalling under ₹15,000/year for comprehensive coverage—Indian investors can analyse both domestic and US equities with professional rigour.
Disclaimer: The views and recommendations made above are those of individual analysts or brokerage companies, and not of Winvesta. We advise investors to check with certified experts before making any investment decisions.
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Table of Contents
Indian investors today have access to an unprecedented ecosystem of fundamental analysis tools rivalling institutional-grade research. Most platforms cost under ₹5,000 annually. Whether analysing Nifty 50 blue-chips or researching Apple on NASDAQ, the right combination of free and premium platforms can transform your investment process. This guide covers all primary tools available to Indian investors in 2026, including pricing, features, and practical workflows.
This guide builds on our comprehensive resource of fundamental analysis tools for Indian investors, diving deeper into specific screeners and their practical applications.
Screener: It remains India's gold standard for fundamental research
Screener, founded in 2009 by Ayush and Pratyush Mittal, serves over 5 million users and dominates Indian equity research with unmatched data depth. The platform covers 4,000+ NSE and BSE stocks with 10+ years of financial history—balance sheets, P&L statements, cash flows, and quarterly results updated within days of company filings.
The platform's power lies in its custom query builder. Investors write screening conditions using intuitive syntax, such as "Price to Earnings < 15 AND ROCE > 20 AND Debt to Equity < 1", combining any available financial metrics. Over 50,000 user-created screens are publicly available, including popular strategies like Piotroski Scans, Magic Formula stocks, Coffee Can Portfolio picks, and Golden Crossover signals. The free "Hobby Investor" plan allows you to follow 50 companies, receive 10 stock alerts, and 2 screen alerts, useful for casual investors.
Premium pricing at ₹4,999/year unlocks unlimited company tracking, 800 stock alerts, 75 screen alerts, detailed peer comparisons, Excel automation with custom templates, industry filters, and ₹500 in Screener AI credits for extracting insights from company documents. New 2025-2026 features include commodity price trend analysis covering 10,000+ commodities and shareholder search functionality to identify all companies where a specific person owns over 1% of the shares.
The platform's limitations are apparent: end-of-day data only (unsuitable for day traders), limited technical analysis beyond basic RSI and moving averages, no broker integration, and no iOS mobile app. Customer support is restricted to premium subscribers. Despite these constraints, Screener, for pure fundamental analysis of Indian equities, delivers exceptional value.
Tickertape offers the most comprehensive all-in-one platform
Tickertape, spun off from Smallcase in November 2021, has grown to 6+ million users by combining stock screening, mutual fund analysis, and portfolio tracking in a single interface. The platform covers 4,600+ stocks and 1,747+ mutual funds with 200+ screening filters across fundamental, technical, and growth metrics.
What distinguishes Tickertape is its proprietary Market Mood Index (MMI), which displays real-time market sentiment from Extreme Fear to Extreme Greed, helping investors time investments based on crowd psychology. The Investment Scorecard provides performance, valuation, and profitability scores for every stock, while analyst forecasts offer consensus price targets and EPS estimates. The mutual fund screener with 50+ filters, including alpha, Sharpe ratio, and holding composition, is unique among competitors.
Portfolio integration with 16+ brokers (Zerodha, Upstox, Groww, Angel One, HDFC Securities, ICICI Direct) enables automatic tracking and analysis, including diversification scoring, overlap detection between holdings, and identification of red-flagged assets. Smallcase integration allows you to create investable themes directly from screening results.
Tickertape Pro pricing works out to ₹299 monthly, ₹699 quarterly (₹233/month), or ₹2,399 annually (₹200/month)—48% cheaper than Screener.in. Pro unlocks unlimited custom screens, 60+ custom filters, data export, forecasts, advanced portfolio analysis, and an ad-free experience. The 14-day free trial requires payment authorisation but provides full access for evaluation.
Mobile apps rate 4.2-4.3 stars on Android and iOS, with occasional complaints about data delays and sync issues. While Tickertape offers broader coverage than Screener stocks, mutual funds, and ETFs, its historical data depth is more limited, and its data accuracy has come under user scrutiny. For beginners and investors seeking a single platform for all their needs, Tickertape offers excellent value.
Trendlyne's DVM scores help investors avoid bad stocks.
Trendlyne, SEBI-registered (INH000022507), differentiates through its proprietary DVM scoring system—Durability, Valuation, and Momentum—rating every stock 0-100 on each dimension. The classification system (GGG, GGB, GBG, etc.) quickly identifies strong performers versus stocks to avoid, with backtesting showing consistent outperformance for high DVM-scored stocks.
The platform offers 1,400+ screener parameters (3,000+ in premium, with real-time updates during market hours—a significant advantage over end-of-day competitors). The Forecaster dashboard aggregates consensus estimates from 40+ brokerages, showing price targets, revenue projections, and analyst accuracy tracking. Superstar portfolio tracking monitors holdings of top investors, such as Rakesh Jhunjhunwala's RARE Enterprises, and sends alerts when positions change.
Backtesting capability, unavailable on most consumer platforms, allows testing screening strategies against historical data—up to 1,200 backtests annually with the top-tier subscription. Bulk deal tracking, insider trading data with 1-3 day reporting lags, and AI-generated conference call summaries round out the research toolkit.
Trendlyne pricing starts at ₹2,090/year (₹182/month), including 30 watchlists, 150 price alerts, and 200 backtests. StratQ costs ₹5,900/year (₹491/month) and includes 200 watchlists, 500 alerts, 1,200 backtests, Excel Connect, and unlimited data downloads. Pro Global at ₹8,900/year adds US stock coverage. Pro Plus Global at ₹11,900/year delivers full features for the India and US markets.
Annual subscribers receive a free 1-year Mint Premium subscription. The interface has a steep learning curve and can overwhelm beginners, but serious research analysts find the depth unmatched for the price point.
Tijori Finance provides alternate data unavailable elsewhere.
Tijori Finance, which raised $9.28M in a Series A round in November 2025, focuses on operational metrics and alternative data extracted directly from annual reports—market share, revenue mix breakdowns, geographic exposure, store counts, and supply chain information—covering 6,000+ metrics not available on other platforms. The platform powers features on Zerodha's Console through direct integration, including Timeline and Stock Insights widgets.
Sector research dashboards cover 30+ industries, including raw material price tracking (chemicals, metals, spreads), macroeconomic indicators, and custom niche indices (TJI Transformers, TJI EMS, TJI Solar Panel Manufacturing). The natural language screener accepts conversational queries, while forensics tools provide sector-specific financial health analysis.
Tijori pricing includes a free tier with 1 portfolio, 1 watchlist, 5 alerts, and 1,000+ metrics (latest data only). Monthly subscription costs ₹330/month. Annual subscription at ₹3,500/year (₹292/month) unlocks historic data, 6,000+ metrics, in-depth comparisons, and reverse DCF valuations.
The platform targets experienced investors comfortable with data-heavy interfaces. Zerodha users benefit most from seamless integration. Limitations include a steep learning curve, occasionally outdated data, and no direct trading capability.
Accessing official annual reports and regulatory filings
Indian investors have multiple free pathways to official company filings, with XBRL format mandatory since March 2019 for digital, searchable data.
BSE Portal (bseindia.com) provides access through the Corporates section for annual reports in PDF and XBRL formats. Search by company name or scrip code, filter by date range, and access financial results, corporate governance reports, shareholding patterns, and credit ratings.
NSE Portal (nseindia.com/companies-listing/corporate-filings-annual-reports) lets you select the Equity or SME tab, enter the company name, and download reports. The dashboard tracks up to 5 companies simultaneously. An XBRL-to-Excel converter is available at the linked AWS service.
SEBI Portal (sebi.gov.in/curation/corporate_filings.html) aggregates announcements from both exchanges, sorted by category (governance, annual reports, board meetings), with links redirecting to respective exchange portals. Note that EDIFAR was discontinued in April 2010—India no longer has a direct SEC EDGAR equivalent.
MCA Portal (mca.gov.in) provides access to company registration information, director details, financial statements, annual returns, and charge documents for ₹100 per company, suitable for deeper due diligence beyond exchange filings. Key forms include AOC-4 (Financial Statements) and MGT-7 (Annual Return).
What to extract from annual reports: Management Discussion & Analysis for business outlook and risks, Director's Report for governance and strategy, Auditor's Report for qualifications and going concern opinions, Notes to Accounts for accounting policies and contingent liabilities, Related Party Transactions for potential conflicts, and Business Responsibility Reports for ESG metrics.
Data aggregators provide free market intelligence.
Money Control, India's largest financial platform with 90+ million monthly visitors, offers real-time market tracking, TradingView-integrated charts, and fundamental screeners for free. Moneycontrol Pro at ₹499/year adds ad-free experience, premium research reports, advanced screeners, and expert analysis—exceptional value at ₹1.91/day.
Economic Times Markets provides 4,000+ stock reports, pre-created screeners, Big Bull Portfolio tracking, Market Mood indicators, and free Live TV. ETPrime adds detailed Stock Reports with peer comparison.
Value Research covers 1,639+ mutual funds across 50 categories and 16,283+ stocks with independent star ratings. Value Research Stock Advisor, priced at approximately ₹5,841/year, provides ready-to-invest portfolios, expert stock recommendations, and buy/sell/hold guidance through algorithmic screening combined with human analysis.
Morningstar India offers fund performance data, 1-5-star ratings, risk measures, portfolio composition analysis, and free tools, including Instant X-Ray for portfolio analysis and SIP calculators. The Professional Adviser Workstation is available for financial advisors.
Zerodha Varsity deserves special mention as a free educational resource with 15 comprehensive modules covering the stock market, technical and fundamental analysis, including DCF valuation, futures, options, commodities, personal finance, and sector analysis. The Fundamental Analysis module specifically teaches reading financial statements, ratio analysis, and investment due diligence—essential knowledge before using screening tools.
For a deeper understanding of these concepts, our fundamental analysis: a complete guide covers the theoretical foundation you need before applying these screening tools.
US stock research tools accessible from India
SEC EDGAR (sec.gov/search-filings) provides free access to all US company filings. Essential forms include 10-K (annual reports with audited financials), 10-Q (quarterly reports), and 8-K (material events like CEO departures or M&A). Search by company name or ticker, filter by form type, and use Full Text Search for keyword queries across 20+ years of filings. Start with Item 1A (Risk Factors) and Item 7 (Management Discussion & Analysis) for operational insights.
Yahoo Finance offers real-time quotes, watchlists, and company financials for free, with premium tiers at $35-70/month adding Morningstar/Argus research reports, advanced charts with 50+ years of historical data, and stock picks from services like Motley Fool. Fully accessible from India, with most international cards accepted.
Finviz delivers lightning-fast screening with 67+ filters and excellent visual heat maps showing S&P 500, sector, and ETF performance. The free version includes 15-20-minute delayed quotes. Finviz Elite at $299.50/year (approximately ₹25,000) adds real-time quotes, advanced charting, backtesting against 100+ technical patterns, and email alerts for insider trading and SEC filings. The 7-day free trial requires no credit card.
Koyfin provides Bloomberg-like research powered by Capital IQ data at a fraction of institutional cost. The free plan includes a global stock screener, 2 years of financials, and advanced charting. Koyfin Plus at $468/year expands to 10 years of financials and unlimited screening templates. Pro at $948/year adds US mutual fund data, unlimited custom formulas, and model portfolio tools. For Indian investors researching US equities, Koyfin offers the best value-to-depth ratio.
Current pricing comparison across all platforms
Budget-friendly complete stack for India plus US markets: Money Control Pro (₹499) plus Screener In premium 4,999) plus Finviz Elite (approximately ₹25,000) equals approximately ₹30,500/year for professional-grade research capabilities.
Beginners (first 1-2 years) should start with Zerodha Varsity for education (free), then Tickertape free tier for screening and portfolio tracking, and Money Control for news. Graduate to Tickertape Pro (₹2,399/year) once comfortable with concepts.
Value investors focused on Indian equities need a Screener (Premium: 4,999/year) with unmatched 10-year data depth and a custom query builder. Supplement with Tijori Finance (₹3,500/year) for alternate data and operational metrics. Total investment: ₹8,499/year.
Research analysts and serious investors benefit from Trendlyne StratQ (₹5,900/year) for DVM scores, backtesting, and institutional estimates. Add Screener in Premium for data export and custom queries. Consider Tijori for sector-specific analysis. Total investment: ₹10,899-14,399/year.
Indian investors in US stocks should use SEC EDGAR (free) for filings, Finviz Elite ($300/year) for screening, and Yahoo Finance Premium ($420/year) or Koyfin Plus ($468/year) for comprehensive research. Note tax implications: LTCG above 24 months taxed at 12.5% (reduced from 20% post-Budget 2024), dividends face 25% US withholding plus Indian slab rates with Foreign Tax Credit available via Form 67.
Professional and institutional investors need Trendlyne Pro Plus Global (₹11,900/year) for India plus US coverage with full features, plus Koyfin Pro ($948/year) for Bloomberg-grade global research. Total investment: approximately ₹90,000/year—still a fraction of Bloomberg Terminal's ₹20 lakh annual cost.
Practical workflow combining multiple tools effectively.
An efficient research workflow integrates tools based on their strengths. Start with Screener or Trendlyne for initial screening—filter the universe of 4,000+ stocks down to 20-30 candidates meeting fundamental criteria. Use Tickertape's Investment Scorecard for a quick quality assessment of shortlisted stocks. Deep-dive with Tijori Finance for operational metrics, market share data, and revenue mix unavailable elsewhere.
Pull annual reports from BSE/NSE for management commentary and audit observations. Track superstar portfolios on Trendlyne to see if ace investors hold your shortlisted stocks. Set alerts on Screener for price triggers and on Trendlyne for bulk deals and insider activity.
For US stocks, screen on Finviz, research financials on Koyfin or Yahoo Finance, and read original filings on SEC EDGAR. Track currency exposure manually or through broker platforms.
Common mistakes to avoid: Over-relying on screener results without reading annual reports, ignoring management quality and corporate governance red flags, comparing companies across dissimilar industries, using point-in-time data without understanding business cycles, and paying for multiple overlapping subscriptions when one platform would suffice.
Tijori Finance's Series A funding in November 2025 signals continued investment in alternate data for Indian equities. Screener. Its AI features launched in 2025 represent the first significant AI integration for fundamental analysis in India. NDTV Profit's merger with BQ Prime under Adani ownership consolidates business news coverage. LRS limits remain at $250,000 annually for Indian investors in foreign securities, with 20% TCS on remittances above ₹7 lakh (claimable as credit).
The tools available today enable individual investors to conduct research that was previously available only to institutions with expensive Bloomberg Terminals. By strategically combining free resources with affordable premium subscriptions—totalling under ₹15,000/year for comprehensive coverage—Indian investors can analyse both domestic and US equities with professional rigour.
Disclaimer: The views and recommendations made above are those of individual analysts or brokerage companies, and not of Winvesta. We advise investors to check with certified experts before making any investment decisions.
Ready to earn on every trade?
Invest in 11,000+ US stocks & ETFs
