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AI in Finance

TIKR — AI for Finance & Business

Access Wall Street-grade investment analysis tools to screen global stocks, track top investors, and build valuation models.

Supercharge your fundamental analysis with data on 100,000+ stocks powered by S&P Global CapitalIQ.

Best forAI in Finance
DifferentiatorProvides S&P Global CapitalIQ data at a fraction of the cost of institutional terminals.
ProofData on 100,000+ stocks; used by over 500,000 investors.
Try TIKR
Free Plan
Free plan verified · free AI tools for Finance
9.3 Zekai
Accessible Institutional-Grade Data
AI for Finance & Business
Ease of Use
9.0
Accuracy
9.6
Value
9.6
Time Saving
9.0
500,000+Users
9.3/10Zekai Score
Global Stock ScreenerS&P CapitalIQ DataSuperinvestor TrackingValuation ModelingPortfolio Monitoring
📊 Independently reviewed and scored. How we score →
✍️ Reviewed by Zekai Editorial Team · Updated August 6, 2026
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Zekai Verdict

What is it?
TIKR is a fundamental analysis platform for finance professionals, providing in-depth financial data, global stock screening, and portfolio tracking.
Best for
Fundamental analysis and screening of global public companies.
Not ideal for
Free plan is limited to U.S. stocks and 3 years of data
Price
Free plan
Zekai Score
9.3/10
Visit official site ↗Compare alternatives →Why this score →
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⚡ Quick answer

For financial analysts seeking an affordable yet powerful platform, TIKR is one of the best AI-powered tools. It provides institutional-grade fundamental data from S&P Global CapitalIQ for over 100,000 global stocks, something typically reserved for expensive terminals. Its strengths are a powerful stock screener, portfolio tracking of top investors, and an integrated valuation model builder, making it ideal for deep fundamental analysis.

CategoryFinancial Analysis Platform
Best ForFundamental analysis of global public equities.
Price From$0
FreeYes, for U.S. stocks
DifferentiatorProvides S&P Global CapitalIQ data at a fraction of the cost of institutional terminals.
ProofData on 100,000+ stocks; used by over 500,000 investors.
Rating9.3/10
📖 About TIKR
Real Impact

Before & After

❌ Before

Scraping data from multiple, unreliable sources and building models from scratch in Excel.

Hours spent on data collection
✅ After

Accessing clean, institutional-grade global data and building valuation models in a single platform.

Minutes to screen & analyze
Prompt Templates

Try it with these prompts

Copy any prompt and paste it directly into the tool.

Analyze Top Investor Holdings

Show me the current holdings of [Investor Name] to understand their recent investment strategy. I want to see which companies they are investing in and the allocation of their portfolio.

Screen for Undervalued Global Stocks

Find global stocks in the [Industry] sector that have a P/E ratio below [Max P/E Ratio] and a market cap above [Min Market Cap]. I'm looking for potential growth opportunities.

Analyze Company Financials and Estimates

Provide a detailed financial analysis for [Company Name], including up to 20 years of financial history, key valuation metrics, and Wall Street analyst estimates for the next [Number] years.

AI Prompts

Prompts for Finance

Prompt 01 Prompt for Auditing an AI Vendor's Incident Response Plan
You are a Senior Compliance Officer at a financial institution subject to SEC Regulation S-P. Review the attached Security Incident Response Plan from [[AI Vendor Name]]. Cross-reference it against the 2026 amended Reg S-P requirements. Ide…
Prompt 02 Generative AI Prompt for Variance Analysis
You are an FP&A analyst preparing a monthly financial review. Based on the following data comparing budget vs. actuals for the last quarter, write a concise summary (under 150 words) for the CFO. Identify the top three largest variances (ab…
Prompt 03 Revenue Forecast Prompt for Power BI Copilot
You are an FP&A analyst building a driver-based revenue forecast for the next 4 quarters. Using the connected data from our ERP (financials) and CRM (sales pipeline), create a time-series forecast for 'Total Revenue'. Use 'New Bookings', 'R…
See all 35 AI prompts for Finance →
Social Proof

Trusted by 500,000+

500,000+ professionals using this tool
Ease of Use
9.0
Accuracy
9.6
Value
9.6
Time Saving
9.0

"The quality of data from S&P CapitalIQ at this price point is unbeatable. The global screener has become essential to my workflow for finding new ideas."

Alex T., Equity Analyst · June 2026

"Tracking superinvestor portfolios beyond just 13Fs gives me a real edge. TIKR surfaces global buys I wouldn't see elsewhere."

Maria S., Portfolio Manager · May 2026

"It's an incredible tool for fundamental analysis, but the lack of a native mobile app makes it hard to check things on the go. Also, the free plan is U.S. only."

David L., Private Investor · June 2026

"The valuation builder is surprisingly robust. It saves me hours of setting up spreadsheets and lets me test assumptions much faster."

Chen W., Financial Modeler · April 2026
500,000+ professionals are already using this tool.
Start Free Today →
Connects With

TIKR integrations

Microsoft Excel (via export)
Setup complexity: Intermediate
TIKR is a fundamental analysis platform for finance professionals, providing in-depth financial data, global stock screening, and portfolio tracking. It consolidates data from S&P Global CapitalIQ to help you analyze companies, monitor market-moving news, and follow the strategies of over 10,000 top investors.
Comparison

Best TIKR alternatives

TIKR vs. Bloomberg Terminal: TIKR is the clear choice for individual investors and smaller firms focused purely on fundamental analysis of public equities. It offers the core S&P CapitalIQ data, screening, and modeling tools at an exceptionally low price point. Choose TIKR for value and accessibility. A Bloomberg Terminal is the institutional standard for a reason; pick Bloomberg when you require real-time data, extensive macro and fixed-income analytics, proprietary news, and direct trading execution. Its cost is orders of magnitude higher, reflecting its vast, all-encompassing feature set for large financial institutions.

The decision

Is TIKR worth it?

Return on investment
By consolidating research and modeling into one platform priced at $54.95/mo, a financial analyst can save several hours of manual data collection per week.
Built for
Investment analysts, portfolio managers, hedge fund analysts, and individual investors conducting fundamental analysis.
Effort to adopt
Intermediate
Compliance
Compliance posture not publicly documented — verify with vendor.
Who It's For

Why Finance & Business choose this tool

🎯
Built for
Fundamental analysis and screening of global public companies.
In-Depth Overview
For finance professionals drowning in scattered data and priced out of expensive terminals, TIKR offers a unified, affordable solution. Its core strength is providing direct access to institutional-grade data from S&P Global CapitalIQ, covering over 100,000 stocks across 92 countries. This allows you to move beyond basic screeners and perform deep fundamental analysis. Key to this is the Global Screener, which lets you sift through the entire market using thousands of filters, including granular financials, valuation ratios, and Wall Street analyst forecasts. Once you find a company, you can analyze up to 20 years of its financial history. A major differentiator is TIKR's ability to track the portfolios of over 10,000 'Superinvestors' globally, offering insights that go far beyond standard US 13F filings. The platform also features a Custom Valuation Builder, enabling you to create forward-looking models in minutes without touching a spreadsheet. By centralizing data, news, transcripts, and modeling, TIKR empowers you to make faster, more confident investment decisions.

Key Use Cases

📈
Find Undervalued Global Stocks Faster
Equity Research Analyst
Use the global screener with thousands of financial, valuation, and growth filters to identify investment opportunities in minutes, not days. Access up to 20 years of historical data to validate your thesis.
Reduced screening time
💼
Monitor Your Holdings and Competitors
Portfolio Manager
Track your portfolio companies with a custom news feed for filings, transcripts, and events. Follow the moves of over 10,000 'Superinvestors' to generate new ideas and gauge market sentiment.
Informed portfolio adjustments
📊
Build and Test Valuation Models Instantly
Financial Analyst
Leverage the custom valuation builder to create dynamic, forward-looking models without Excel. Stress-test assumptions and save models directly to your dashboard for quick reference and updates.
Accelerated modeling workflow
✓ Pros
Data powered by S&P Global CapitalIQ, a trusted institutional source
Extensive global coverage of 100,000+ stocks across 92 countries
Freemium model with a generous free tier for U.S. stocks
Tracks investor portfolios beyond standard U.S. 13F filings
Integrated valuation model builder reduces reliance on spreadsheets
· Cons
Free plan is limited to U.S. stocks and 3 years of data
Primarily focused on public equities; lacks macro, fixed income, or derivatives data
Excel export capabilities are only available on the Pro plan
No native mobile application mentioned
⚡ Editorial Verdict

TIKR provides an exceptionally powerful and accessible alternative to expensive terminals like Bloomberg, democratizing access to S&P Global data. Its strength lies in comprehensive fundamental data and screening. The main trade-off is its focus on public equities; it lacks the broader market data, macro indicators, or fixed-income tools found in top-tier institutional platforms.

See all 373 AI tools for Finance → Browse the AI Directory →
Questions & Answers

Frequently asked questions

How reliable is the financial data on TIKR?

+
TIKR's financial data is powered by S&P Global CapitalIQ, a widely trusted source for institutional-grade market intelligence, ensuring high accuracy and reliability for your analysis.

What is the extent of TIKR's global data coverage?

+
TIKR provides data on over 100,000 stocks across 92 countries and 136 exchanges. While the free plan is limited to the U.S., paid plans offer full global data access.

Can I export data from TIKR to Excel?

+
Yes, data export to Excel is a premium feature available exclusively on the TIKR Pro plan.

Does TIKR offer a free version?

+
Yes, TIKR offers a free plan that provides analysis tools and data for U.S. stocks, including 3 years of financial history and access to key valuation metrics.

Does TIKR provide analyst estimates and earnings transcripts?

+
Yes, TIKR provides detailed analyst estimates, management guidance, and a searchable history of earnings and conference transcripts, with data depth depending on your subscription plan.

Can I track the global portfolio holdings of top investors?

+
Yes, TIKR allows you to track the portfolios of over 10,000 investors, including hedge funds and insiders, going beyond U.S. 13F filings to include disclosed global holdings.

Last reviewed:

Plans & Pricing

TIKR pricing and plans

Free
$0
Get Started Free

Prices and features are updated regularly but can change at any time — always confirm on the official website. Some links on this page are affiliate links.

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Free guide

Take it with you

Getting Started with TIKR for Fundamental Analysis
  • Why TIKR is a powerful, low-cost alternative to expensive terminals.
  • Understanding the data: S&P CapitalIQ explained.
  • Navigating the dashboard: Watchlists, News, and Key Metrics.
  • Deep Dive: Using the Global Stock Screener effectively.
  • Tracking 'Superinvestors' to generate ideas.
+4 more steps inside the guide
Send me the full guide

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About TIKR

Full Description

TIKR is a fundamental analysis platform for finance professionals, providing in-depth financial data, global stock screening, and portfolio tracking. It consolidates data from S&P Global CapitalIQ to help you analyze companies, monitor market-moving news, and follow the strategies of over 10,000 top investors.

Editorial Verdict

TIKR provides an exceptionally powerful and accessible alternative to expensive terminals like Bloomberg, democratizing access to S&P Global data. Its strength lies in comprehensive fundamental data and screening. The main trade-off is its focus on public equities; it lacks the broader market data, macro indicators, or fixed-income tools found in top-tier institutional platforms.

Last reviewed:
Disclaimer
Zekai is an independent AI tools directory. We are not affiliated with, endorsed by, or officially connected to TIKR unless clearly stated. All product names, logos, and brands are the property of their respective owners and are used for identification purposes only. The information on this page — including pricing, features, and availability — is general information, may have changed since our last review, and is not professional advice. Zekai Scores and verdicts are our editorial opinion. Some outbound links are affiliate links that may earn us a commission at no extra cost to you. Spotted outdated or incorrect information? Request a correction →
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