TIKR is worth it for self-directed investors who want institutional-grade data without institutional pricing. At $55/month for the Pro tier, you get access to S&P Global CapitalIQ data, 20 years of financial history, and tracking of 10,000+ superinvestor portfolios—capabilities that cost $20,000+ annually on Bloomberg Terminal. The catch: this is a research tool, not a stock picking service. You need to invest time learning the platform and conducting your own analysis to extract value.
Quick Verdict: Is TIKR Worth It?
Yes, for serious self-directed investors. TIKR delivers institutional-quality financial data at retail prices. With 100,000+ stocks across 92 countries and 136 exchanges, it’s one of the most comprehensive research platforms available to individual investors.
| Tier | Monthly Price | Best For |
|---|---|---|
| Free | $0 | Testing the platform, U.S.-only analysis |
| Plus | $24.95/mo | Active investors wanting global coverage |
| Pro | $54.95/mo | Serious analysts who need full historical data |
Rating: 4.3/5 — Exceptional value for data depth, but the learning curve and lack of stock recommendations mean it’s not for everyone.
Who it’s for: Self-directed investors who build their own models, track superinvestor moves, and want Bloomberg-level data without the Bloomberg-level price tag.
The Value Proposition: What Makes TIKR Different
The investment research market has a massive gap. On one end, you have free tools like Yahoo Finance—useful for basic quotes but lacking depth. On the other, Bloomberg Terminal runs $20,000+ per year and requires a two-year commitment. Most retail investors have been stuck in the middle, cobbling together spreadsheets and multiple subscriptions.
TIKR fills this gap by licensing data from S&P Global CapitalIQ—the same institutional data source that powers Bloomberg and FactSet—and delivering it through a modern, accessible interface at a fraction of the cost.
With the S&P 500 up 16.63% this year but individual stocks ranging from +510% (Sandisk) to -68% (The Trade Desk), the case for detailed fundamental analysis has never been stronger. Index investing gives you the average; TIKR gives you the tools to find the outliers.
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What You Get: Features That Matter
Data Coverage That Rivals Institutional Platforms
TIKR provides access to over 100,000 stocks across 92 countries and 136 exchanges. This isn’t just U.S. large-caps—you can analyze emerging market companies, European small-caps, and Asian growth stocks with the same depth.
Financial History:
- Free tier: 3 years, 4 quarters
- Plus tier: 10 years, 12 quarters
- Pro tier: 20 years, 40 quarters
Twenty years of financial data means you can analyze how companies performed through the 2008 financial crisis, the 2020 pandemic crash, and the 2022 bear market. This historical context is essential for understanding how management navigates adversity.
Superinvestor Tracking
One of TIKR’s standout features is its superinvestor tracking capability. The platform monitors portfolios of 10,000+ institutional investors, including:
- Hedge funds
- Company insiders
- Multi-billion dollar firms globally
You can see what Warren Buffett is buying, track Bill Ackman’s latest positions, or monitor insider buying at companies you’re researching. The Pro tier provides access to all available holders, not just the top 10.
This feature goes beyond U.S. 13F filings—TIKR tracks disclosed positions globally, including Europe, Asia, and Australia.
Valuation Models and Screeners
TIKR’s custom valuation builder lets you create forward-looking models without touching a spreadsheet. You can:
- Start from prebuilt templates or build from scratch
- Customize assumptions and forecast performance
- Stress-test investment ideas
- Save models to your dashboard for ongoing monitoring
The global screener filters 100,000+ stocks by country, industry, financials, ratios, analyst forecasts, valuation multiples, growth rates, and margins. The Pro tier allows up to 30 saved screens—enough to maintain separate strategies for growth, value, dividend, and international investing.
How TIKR Works: The Analysis Workflow
TIKR is designed around a fundamental analysis workflow:
Step 1: Screen for Ideas Use the global screener to filter stocks by your criteria. Looking for undervalued dividend growers? Filter by P/E below 15, dividend yield above 3%, and 5-year dividend growth above 5%. The platform handles the heavy lifting.
Step 2: Deep Dive Analysis Once you identify candidates, TIKR provides:
- Detailed financial statements (income, balance sheet, cash flow)
- Key ratios and valuation multiples
- Wall Street analyst forecasts (up to 4 years on Pro)
- Earnings call transcripts with search functionality
- Company filings and news
Step 3: Valuation Build DCF models, compare against historical multiples, and stress-test assumptions. TIKR’s charting tools let you visualize 20 years of data to understand how the business has evolved.
Step 4: Monitor Track your portfolio and watchlists with customizable news feeds. The platform highlights upcoming events, earnings releases, and company filings so you never miss critical developments.
Pricing and Value Analysis
| Feature | Free | Plus ($24.95/mo) | Pro ($54.95/mo) |
|---|---|---|---|
| Geographic Coverage | U.S. only | Global | Global |
| Financial History | 3Y, 4Q | 10Y, 12Q | 20Y, 40Q |
| Analyst Estimates | 1 year | 2 years | 4 years |
| Transcript History | 90 days | 1 year | 10 years + search |
| Guru Portfolios | Top 40 funds | Top 150 funds | 10,000+ funds |
| Saved Screens | 1 | 5 | 30 |
| Valuation Models | 3 | 10 | 30 |
| Excel Export | No | No | Yes |
The Value Math:
At $55/month ($660/year), TIKR Pro costs roughly 3% of what Bloomberg Terminal charges. If you’re managing a $50,000+ portfolio and this tool helps you avoid one bad investment or find one winner you’d have missed, it pays for itself many times over.
Consider: the spread between top performers (+152% average for top 20 stocks) and bottom performers (-43% average for bottom 20) this year is nearly 200 percentage points. Having the data to distinguish between them is worth far more than $660.
14-Day Money-Back Guarantee: TIKR offers a full refund within 14 days if you’re not satisfied—enough time to test whether the platform fits your workflow.
The Trade-Offs: Honest Assessment
What TIKR Does Well
- Institutional-grade data at retail prices — S&P CapitalIQ data is the same source Bloomberg uses
- Global coverage — 100,000+ stocks across 92 countries, not just U.S. large-caps
- Superinvestor tracking — See what the best investors are buying, globally
- Deep historical data — 20 years of financials lets you analyze through multiple market cycles
- Modern interface — Clean, intuitive design that doesn’t feel like 1990s software
- Reasonable pricing — $25-55/month vs. $1,700/month for Bloomberg
What TIKR Doesn’t Do
- No stock recommendations — This is a research tool, not a stock picking service. You do the analysis.
- Steep learning curve — The depth of features means beginners may feel overwhelmed initially
- No technical analysis — TIKR focuses on fundamentals; chart traders should look elsewhere
- Limited portfolio tracking — Basic functionality exists, but dedicated portfolio tools like Sharesight do this better
- No backtesting — You can’t test historical strategies; it’s for forward-looking analysis
The Real Limitation
TIKR assumes you know what to do with the data. It provides the raw materials—financial statements, ratios, transcripts, analyst estimates—but doesn’t tell you what to buy. If you want someone to hand you stock picks, look at our Stock Advisor review or Alpha Picks review instead.
Who TIKR Is For
Ideal users:
- Self-directed investors who build their own DCF models and want reliable data
- Value investors who need historical context to assess management quality through cycles
- International investors who want to analyze non-U.S. companies with the same rigor as domestic stocks
- Superinvestor followers who want to track what Buffett, Ackman, and other legends are buying
- Former finance professionals who miss Bloomberg but can’t justify the cost for personal investing
TIKR works best if you:
- Invest at least 5-10 hours per month on research
- Prefer fundamental analysis over technical trading
- Want to understand the “why” behind stock movements
- Manage a portfolio of $50,000+ where research quality matters
Who TIKR Is NOT For
Skip TIKR if:
-
You want stock picks handed to you. TIKR provides data, not recommendations. If you want someone to tell you what to buy, our Stock Advisor review delivers 2 picks per month with a 750%+ track record.
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You’re a passive investor. If your strategy is “buy index funds and hold,” you don’t need TIKR. Save your money and keep it simple.
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You’re a day trader or swing trader. TIKR is built for fundamental analysis, not technical trading. For charts and technical tools, our TradingView review is the better choice.
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You’re just starting out. The learning curve is real. Beginners should focus on building foundational knowledge before paying for advanced tools.
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You won’t use it consistently. TIKR’s value comes from regular use. If you’ll check it once and forget about it, you’re wasting money.
Best Alternatives to TIKR
For Stock Picks Instead of Research Tools
| Service | Price | What You Get |
|---|---|---|
| Stock Advisor | $199/year | 2 stock picks/month, 750%+ returns since 2002 |
| Alpha Picks | $449/year | Quant-driven picks based on data models |
| Morningstar Investor | $249/year | Fair value estimates + analyst ratings |
For Different Research Approaches
Morningstar Investor — Best if you want analyst opinions alongside data. Morningstar provides fair value estimates and star ratings, giving you a starting point for analysis. Less data depth than TIKR, but more guidance.
Koyfin — Similar positioning to TIKR with strong charting and screening. Better for those who want more visualization options. Slightly more expensive at $468/year for the Plus tier.
Simply Wall St — Best for visual learners who prefer infographics over spreadsheets. Less data depth, but more accessible for beginners at $120/year.
Stock Rover — Stronger screening capabilities with more pre-built filters. Better for U.S.-focused investors who prioritize screening over global coverage.
Final Verdict
TIKR is the best value in investment research for serious self-directed investors. It delivers institutional-grade data from S&P Global CapitalIQ at prices that make Bloomberg Terminal look absurd by comparison.
The platform excels at:
- Deep fundamental analysis with 20 years of financial history
- Global coverage across 100,000+ stocks
- Superinvestor tracking to see what the legends are buying
- Custom valuation models without spreadsheet complexity
At $55/month for Pro (or $25/month for Plus), the pricing is accessible enough that any investor managing a meaningful portfolio can justify the cost. One good investment decision—or one bad one avoided—pays for years of subscription.
The bottom line: If you’re the type of investor who builds spreadsheets, reads 10-Ks, and wants to understand businesses deeply before investing, TIKR is built for you. If you want someone else to do the work and just tell you what to buy, look elsewhere.
For a broader comparison of research platforms, explore our guide to the best stock research websites.
The 14-day money-back guarantee means there’s no risk in trying it. Sign up, analyze a few companies you’re considering, and see if the data depth changes how you invest.
Start Your TIKR Free Trial — 14-Day Guarantee
Frequently Asked Questions
Is TIKR worth the money?
Yes, for self-directed investors who do their own analysis. At $55/month for Pro, TIKR provides S&P Global CapitalIQ data—the same source Bloomberg uses—at roughly 3% of Bloomberg’s cost. If you manage a $50,000+ portfolio and use the platform regularly, the value is clear. However, if you want stock picks rather than research tools, services like Stock Advisor offer better value for that use case.
What are the best alternatives to TIKR?
For research tools, our Koyfin review ($468/year) offers similar data depth with stronger charting. Morningstar Investor ($249/year) provides analyst ratings and fair value estimates alongside data. Simply Wall St ($120/year) is more visual and beginner-friendly. For stock picks instead of research, our Stock Advisor review ($199/year) and Alpha Picks review ($449/year) deliver recommendations rather than raw data.
TIKR vs Morningstar Investor: Which is better?
TIKR provides deeper raw data (20 years of financials, global coverage, superinvestor tracking) but no analyst opinions. Our Morningstar Investor review offers less data depth but includes star ratings, fair value estimates, and analyst reports that give you a starting point. Choose TIKR if you want to build your own models; choose Morningstar if you want analyst guidance alongside your research.
How do I cancel TIKR?
TIKR offers a 14-day money-back guarantee on paid plans. To cancel, log into your account, navigate to subscription settings, and select cancel. Cancellation takes effect at the end of your billing period. If you cancel within 14 days of subscribing, you’re eligible for a full refund.
Does TIKR offer a free plan?
Yes. TIKR’s free tier provides access to U.S. stocks with 3 years of financial history, basic screener functionality, and limited valuation models. It’s enough to test the platform and analyze domestic large-caps, but serious investors will want Plus ($24.95/month) for global coverage or Pro ($54.95/month) for full historical data and superinvestor tracking.
What data source does TIKR use?
TIKR licenses financial data from S&P Global CapitalIQ—the same institutional data source that powers Bloomberg Terminal and FactSet. This means the accuracy and depth of data matches what hedge funds and professional analysts use, despite the dramatically lower price point.