finbox.io
Financial research software
Financial services software
- Features
- Ease of use
- Ease of management
- Quality of support
- Affordability
- Market presence
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$120 per year
Free TrialFree version
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What is finbox.io
Finbox.io is a web-based equity research and valuation platform focused on public companies. It provides financial statement data, valuation models, and screening tools used by individual investors and analysts to compare companies and estimate intrinsic value. The product emphasizes model-driven valuation workflows (e.g., DCF-style assumptions) and pre-built templates that can be adjusted in the browser.
Valuation model workflows
Finbox centers the experience on valuation, including model templates and assumption-driven outputs that users can adjust. This supports repeatable analysis across multiple tickers without building spreadsheets from scratch. It fits users who want a structured approach to intrinsic value estimates rather than only news or qualitative research.
Screening and comparables
The platform includes stock screening and peer comparison views to help users narrow a universe and benchmark metrics. This is useful for idea generation and for validating whether a company’s multiples look aligned with peers. The workflow is oriented toward quick cross-company comparisons in a single interface.
Accessible web interface
Finbox runs in a browser and is designed for self-serve research without enterprise deployment. This lowers setup overhead for individuals and small teams compared with workstation-style research environments. It also makes it easier to share links and views internally without distributing spreadsheet files.
Less enterprise content depth
Compared with enterprise research terminals and institutional data platforms, Finbox typically offers a narrower breadth of datasets and premium content types. Users needing extensive alternative data, deep estimates history, or broad transcript libraries may need additional tools. This can limit suitability for institutional-grade coverage requirements.
Model transparency and assumptions
Pre-built valuation templates can obscure how certain calculations are derived unless the platform exposes full methodology and line-item logic. Users with strict model governance may prefer fully auditable spreadsheets or code-based pipelines. Sensitivity to assumptions means outputs require careful validation and documentation.
Integration and API constraints
Research teams that want to programmatically pull data into internal systems often require robust APIs, data licensing clarity, and integration options. If API coverage or export formats are limited, Finbox can be harder to operationalize in automated workflows. This may matter for quant workflows or firmwide data standardization.
Plan & Pricing
| Plan | Price | Key features & notes |
|---|---|---|
| Free | $0 | Free membership with limited access (whitelisted metrics), unlimited watchlists, view/edit financial models. Accounts may downgrade to this tier after a trial. |
| Starter | $120 per year (Starter without Data Boost) | Access to all tools for stocks trading on U.S. exchanges; includes premium metrics (those marked "Yes"); Data Boost is an optional add-on required for exporting data and applies to regions in your plan; monthly billing is available but official monthly rate not listed in Help articles. |
| Professional | Price not listed on official help docs/pricing calculator on the public site | Includes all regions and benefits; Professional plan automatically includes a Data Boost for all regions; monthly and yearly billing options are available but the vendor’s Help documentation does not publish a specific public price for this tier. |
