Helmbeam
Stock Research · 20 September 2026

Best free stock-research tools: what you can do without a subscription

You can verify disclosures, inspect company financials and build a research record with free tools. Paid subscriptions mainly change access, convenience and scope.

Start with the work you need to complete, not the largest collection of free accounts. The options below are based on public information checked on 19 September 2026. We make Helmbeam and have not tested the competitors' paid tiers. Continuing free plans are distinguished from temporary trials.

Reviewed 20 September 2026

SEC EDGAR and company investor relations for original documents

EDGAR provides free access to US regulatory filings. Search the correct legal entity and open the filing, date and relevant exhibit. A results announcement attached to a filing can contain different information from the main form.

Company investor-relations websites can also provide releases, presentations and financial reports without a subscription. For non-US issuers, use the appropriate filing regime and exchange or regulator. A company's explanation is useful evidence, but management's interpretation is not independent verification.

This is the most important free layer: it lets you check what a paid dashboard or article is describing.

Stock Analysis for a first financial lookup

Stock Analysis makes company financial and statistics pages available publicly, alongside screening tools. Use those pages to find a trend, then check material or surprising figures against the filing.

The free and Pro versions have different history, download and other limits. Pro was listed at US$9.99 monthly or US$79 annually when checked. You do not need that subscription merely to begin using public company tables. Do not assume a displayed estimate is a reported result.

Finviz for narrowing US-listed candidates

Finviz provides a free screener, company pages and market views. It is useful for turning a broad idea into a manageable candidate list. Record your filters and what each measure means.

Free access is not the same as Elite. Exports, alerts, real-time functions and other paid capabilities have separate access conditions. If the free screen answers your occasional research question, a paid upgrade may add little to that particular task. See the free screener comparison.

TIKR and Koyfin for limited continuing access

TIKR offers a Free plan for US-company research, while paid plans expand access. Its pricing page showed conflicting financial-history limits when checked, so verify the exact lookback you need before relying on it for a historical study. Our TIKR review records that limitation.

Koyfin documents a Free plan with stock screening, a limited financial-history view and portfolio functionality. Paid tiers extend research and portfolio capabilities. Its temporary trial should not be mistaken for the continuing Free plan: a feature visible during the trial may not remain available afterward.

These services can reduce manual work, but their limited free scope may matter if you need many years, global companies or repeated exports.

Helmbeam for starting and returning to company research

Helmbeam has free access alongside Pro features. Search a company and check the access available in your account. Discover and deeper views can depend on the plan, so do not build a permanent no-cost workflow around a temporary entitlement.

The product's useful research role is linking a company you encounter with a closer look and a later return. You can keep your reasoning in the free research journal, whether or not you subscribe to Helmbeam.

A notebook or spreadsheet for the part no provider can supply

Record why the company interests you, the source, your assumptions, the counter-case and the next disclosure worth checking. These are your judgments; a financial database cannot reconstruct them after the fact.

For example, a product announcement might lead to a question about repeat orders. Save that question before the next report, then append what it actually disclosed. This makes it harder to remember an uncertain prediction as something you knew all along.

Build a small free workflow before upgrading

Use a public table or screen to find a question, verify it in the filing and save a dated note. Return when the company publishes relevant information. If that process works, identify the particular bottleneck a subscription would remove.

Possible reasons to pay include longer history, larger report allowances, recurring exports or portfolio analysis. A subscription does not guarantee better decisions, accurate predictions or returns. Compare the ongoing price and renewal terms with the task you actually perform.

Sources

7 references
  1. SEC EDGAR searchsec.gov
  2. Stock Analysis Pro and free comparisonstockanalysis.com
  3. Finviz Elite comparisonfinviz.com
  4. TIKR pricingtikr.com
  5. Koyfin plan guidekoyfin.com
  6. Koyfin: what happens after the trialkoyfin.com
  7. Helmbeamhelmbeam.com
3 questions
Can I research stocks without paying for a tool?

Yes. Public filings, investor-relations documents and free financial pages support substantial research. Paid tools can make particular tasks more convenient or extend data access, but they do not replace understanding the sources.

Is a free trial the same as a free plan?

No. A trial temporarily exposes paid features. A continuing free plan has its own limits. Check what access remains afterward and whether billing begins automatically.

When does a paid research subscription make sense?

When it solves a recurring, identified problem such as missing history, export limits or a portfolio-analysis need. Test that task first and compare the ongoing cost, coverage and renewal terms.

Helmbeam is a research and analysis tool operated by Scydex Ltd. Scydex Ltd is not authorised or regulated by the Financial Conduct Authority. Helmbeam does not provide investment advice, recommendations, or solicitations to buy or sell securities. All data is for informational purposes only. Past performance of any signal, cohort, or classification does not guarantee future results. All investing involves risk, including loss of principal. Always conduct your own research and consult a qualified financial adviser before making investment decisions.

Keep a research question with Helmbeam

Explore the access available in Helmbeam and keep your own source notes alongside it. Download Helmbeam to try the company-research workflow, and use the journal to preserve what you want the next report to answer.

Helmbeam is available as a free download on iOS and Android.

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