TIKR
Global fundamentals terminal on S&P Capital IQ data — deep financials, earnings transcripts, superinvestor holdings and a guided valuation builder.
TIKR Terminal (TIKR Inc., a Delaware company) puts S&P Capital IQ fundamentals for 100,000+ stocks across 92 countries in front of retail investors, and that data edge is the whole pitch: full financial statements, valuation multiples, analyst forecasts, earnings-call transcripts with audio and slides, and the 13F-tracked holdings of 10,000+ funds. The screener filters thousands of fundamental criteria — and deliberately nothing technical. A guided Valuation Model Builder (free) and its advanced bull/base/bear version (paid) generate price targets against consensus, though P/E-based only, with no automatic DCF. A genuine free tier covers US stocks; global data starts at Plus ($24.95/month), transcripts deepen and Excel export unlocks at Pro, and the beta AI Research Hub — currently 100 curated names — sits on Ultimate. The trade-offs are stark: no mobile app, no API, no alerts of any kind, and screener results cannot be exported at all.
Features at a glance
| Feature | TIKR |
|---|---|
| Pricing | Freemium |
| Tracking & data | |
| Multi-asset | Not supported |
| Screening | |
| Fundamental filters | Yes |
| Technical filters | Not supported |
| Custom metrics & formulas. Build your own ratios or screening formulas from raw data fields. | Not supported |
| Preset & guru screens. Ready-made screens curated by the vendor or modelled on well-known investors. | Not supported |
| Composite stock scores. A per-stock composite rating (e.g. quality/value/momentum ranks) — not a portfolio health score. | Not supported |
| Valuation models. Built-in intrinsic-value estimates computed in the product, such as DCF fair value (not just a quoted analyst price target). | Yes |
| Watchlists & alerts | Partial |
| Global market coverage. Screens international exchanges, not just US markets. | Yes |
| Data export | Partial |
| Analysis & insights | |
| AI portfolio analysis | Not supported |
| AI asset & market analysis. AI commentary on individual holdings and market context, not just the whole portfolio. | Partial |
| Backtesting & scenarios. Test a portfolio against historical data or run scenario simulations. | Not supported |
| Access & pricing | |
| Free tier | Yes |
| Open source | Not supported |
| Self-hostable | Not supported |
| Public API | Not supported |
| Platform & reach | |
| Mobile app | Not supported |
| Multi-language | Yes |
Best for
Fundamental, global-minded stock pickers — especially value investors who read transcripts and follow superinvestors — happy to work in a browser terminal and pay for data depth rather than workflow comforts.
Strengths
- Institutional-grade global fundamentals: S&P Capital IQ data on 100k+ stocks across 92 countries and 136 exchanges
- Earnings-call transcripts with audio, slides and deep history, plus transcript search on the top tier
- Superinvestor tracking across 10,000+ funds from 13F filings and global disclosures
- Valuation Model Builder with a genuinely free guided version — plus a real free tier for US stocks
Trade-offs
- Equities only — no ETFs, bonds or crypto anywhere on the platform, and no technical data at all
- No mobile app, no API and no alerts — all vendor-confirmed absences
- Screener results cannot be exported (copy-paste capped at 500 rows); statement Excel export starts at Pro ($54.95/month)
- The best features — full transcripts, 30-year data, AI Research Hub — sit on the $119.95/month Ultimate tier
TIKR vs PortfolioGlance
TIKR is a research terminal for choosing stocks; PortfolioGlance is a ledger for owning them — TIKR itself states it has no portfolio tracking, no positions, no cost basis. PortfolioGlance deliberately has no screener and no fundamentals database, so for reading ten years of statements or following what Buffett filed, TIKR does a job we do not attempt. After the buy, the roles flip completely: income, allocation, multi-currency returns, health and goals live in a tracker, and PortfolioGlance also holds the asset classes TIKR excludes — ETFs, bonds, cash, real estate. The pairing is unusually clean because the products refuse each other's territory outright.
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This overview is editorial and for information only — not financial advice or an endorsement. Features and pricing may have changed since publication; check the official site for the latest details.