BRK7 Posted March 25, 2021 Share Posted March 25, 2021 I have used Capital IQ for many years as an investment professional. I plan to soon retire, and Capital IQ (cost of $20K+/year) is not a cost-effective option going forward for managing my personal investments. I am wondering if there is an alternative high-quality product that has a cost structure that is more reasonable for private investors? For those who are not familiar with Capital IQ, it is essentially a comprehensive database of information related to companies and markets. Many years of historical data is provided, and the information is generally hyperlinked so that you can jump to original source (for example, SEC filing) to dig deeper. The database also provides analytics (e.g, valuation and liquidity ratios) across its universe of coverage. I'm hopeful that there is a more consumer-oriented product that will be adequate for my (less comprehensive) needs going forward. I will primarily be interested in US business and their underlying publicly-traded securities. Thanks for any thoughts or ideas! Link to comment Share on other sites More sharing options...
longlake95 Posted March 25, 2021 Share Posted March 25, 2021 try TIKR.COM not sure if it will meet your needs. I have no affiliation with TIKR, other than I use the basic service. Link to comment Share on other sites More sharing options...
formthirteen Posted March 25, 2021 Share Posted March 25, 2021 I like https://www.koyfin.com Link to comment Share on other sites More sharing options...
BRK7 Posted March 25, 2021 Author Share Posted March 25, 2021 great ideas, thanks -- both koyfin and tikr look promising. does anyone who has used both care to comment on their strengths & weaknesses? Link to comment Share on other sites More sharing options...
DooDiligence Posted March 25, 2021 Share Posted March 25, 2021 I really like koyfin. One small, but possibly overlooked feature is the news feed. I frequently see fintwit posts that lead to useful discussions. Lots of bot tweets show up but they're easy to spot & ignore. Link to comment Share on other sites More sharing options...
Spekulatius Posted March 26, 2021 Share Posted March 26, 2021 I like koyfin, but like tikr.com much more so. Tikr.com gets its data from Capital IQ. You also may be able to get access to capital IQ directly from your library. For example, the Boston Library gives access to Capital IQ remotely for the duration of the pandemic. I am not sure how long it last, but for the time being, I have used Capital IQ through my Boston library account remotely for a few times. Link to comment Share on other sites More sharing options...
boilermaker75 Posted March 26, 2021 Share Posted March 26, 2021 I had not heard of capital IQ before, but I now have an account through my university library. Link to comment Share on other sites More sharing options...
ukvalueinvestment Posted March 28, 2021 Share Posted March 28, 2021 Try Tikr.com Link to comment Share on other sites More sharing options...
John Hjorth Posted March 29, 2021 Share Posted March 29, 2021 [size=2]When I read longlake's post a few days ago, I applied to TICKR.com, wihtout any invitation. I got the invitation to create a new account today [a bit surprising to me].[/size>[font=Verdana][size=2]Now it's up me what I get out of it.[/size][/font>[size=2]Thank you for sharing, longlake.[/size] Link to comment Share on other sites More sharing options... longlake95 Posted March 30, 2021 Share Posted March 30, 2021 No problem. Link to comment Share on other sites More sharing options... 4 months later... BRK7 Posted August 25, 2021 Author Share Posted August 25, 2021 One library near me provides online access to capital IQ, but it's actually S&Ps "NetAdvantage" version of CapIQ, which is lacking some key features found in the "real" CapIQ product. I gave Koyfin a look. It's an interesting product, but I found that the website has missing functionality/data and/or bugs. Maybe it's still a work in progress? Has anyone found a good product for providing real-time email alerts for new SEC filings for a given ticker? Link to comment Share on other sites More sharing options... BRK7 Posted August 26, 2021 Author Share Posted August 26, 2021 2 hours ago, BRK7 said: Has anyone found a good product for providing real-time email alerts for new SEC filings for a given ticker? Answered my own question: Docoh.com It has a very nice interface for SEC filings. They also provide conference call transcripts, financial statements, news, etc. Worth a look. (No affiliation, just discovered the site.) Link to comment Share on other sites More sharing options... DooDiligence Posted August 26, 2021 Share Posted August 26, 2021 12 hours ago, BRK7 said: One library near me provides online access to capital IQ, but it's actually S&Ps "NetAdvantage" version of CapIQ, which is lacking some key features found in the "real" CapIQ product. I gave Koyfin a look. It's an interesting product, but I found that the website has missing functionality/data and/or bugs. Maybe it's still a work in progress? Has anyone found a good product for providing real-time email alerts for new SEC filings for a given ticker? or go straight to the horses mouth. https://sec.report/notifications/ Link to comment Share on other sites More sharing options... BRK7 Posted August 26, 2021 Author Share Posted August 26, 2021 5 hours ago, DooDiligence said: or go straight to the horses mouth. https://sec.report/notifications/ Sec.report is not actually the SEC. It's a third-party notification service, unaffiliated with the SEC. docoh.com is also a third-party service, but it offers much more than just SEC filing alerts (and the basic service is FREE). Link to comment Share on other sites More sharing options... DooDiligence Posted August 26, 2021 Share Posted August 26, 2021 1 hour ago, BRK7 said: Sec.report is not actually the SEC. It's a third-party notification service, unaffiliated with the SEC. docoh.com is also a third-party service, but it offers much more than just SEC filing alerts (and the basic service is FREE). My bad... Link to comment Share on other sites More sharing options... BRK7 Posted August 26, 2021 Author Share Posted August 26, 2021 (edited) No worries DD, I initially thought the same thing. Interesting data-point to share: Today I got an SEC filing alert via docoh.com in my email inbox. It arrived 7 minutes EARLIER than the same alert arrived via my $20K/year Capital IQ account. Of course, docoh is not a substitute for the breadth of what CapIQ offers. However, within the scope of what it offers, I am very impressed with docoh. Edited August 26, 2021 by BRK7 Link to comment Share on other sites More sharing options... MattR Posted August 27, 2021 Share Posted August 27, 2021 6 hours ago, BRK7 said: No worries DD, I initially thought the same thing. Interesting data-point to share: Today I got an SEC filing alert via docoh.com in my email inbox. It arrived 7 minutes EARLIER than the same alert arrived via my $20K/year Capital IQ account. Of course, docoh is not a substitute for the breadth of what CapIQ offers. However, within the scope of what it offers, I am very impressed with docoh. Docoh is awesome. So easy to just favourite your portfolio/watchlist and get every filing. No need to create complicated spreadsheets or bookmarks. Link to comment Share on other sites More sharing options... Spekulatius Posted August 27, 2021 Share Posted August 27, 2021 11 hours ago, BRK7 said: No worries DD, I initially thought the same thing. Interesting data-point to share: Today I got an SEC filing alert via docoh.com in my email inbox. It arrived 7 minutes EARLIER than the same alert arrived via my $20K/year Capital IQ account. Of course, docoh is not a substitute for the breadth of what CapIQ offers. However, within the scope of what it offers, I am very impressed with docoh. Thanks for mentioning it. I signed up for a free account and I like what they created here. It has very useful features that you don’t find elsewhere. Link to comment Share on other sites More sharing options... DooDiligence Posted August 27, 2021 Share Posted August 27, 2021 (edited) Same here. --- edit: also, for those interested, https://docoh.com/spacs and https://docoh.com/social (Reddit activity) more... Edited August 27, 2021 by DooDiligence Link to comment Share on other sites More sharing options... tnp20 Posted August 30, 2021 Share Posted August 30, 2021 I have capitalIQ for $10K ....they differentiate pricing between personal use and professional use. For professional use, they quoted me $20K....but the mybusiness side did not want to sign on to it ...so I got a personal version with an agreement not to use it for work related stuff. Link to comment Share on other sites More sharing options... 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longlake95 Posted March 30, 2021 Share Posted March 30, 2021 No problem. Link to comment Share on other sites More sharing options...
BRK7 Posted August 25, 2021 Author Share Posted August 25, 2021 One library near me provides online access to capital IQ, but it's actually S&Ps "NetAdvantage" version of CapIQ, which is lacking some key features found in the "real" CapIQ product. I gave Koyfin a look. It's an interesting product, but I found that the website has missing functionality/data and/or bugs. Maybe it's still a work in progress? Has anyone found a good product for providing real-time email alerts for new SEC filings for a given ticker? Link to comment Share on other sites More sharing options...
BRK7 Posted August 26, 2021 Author Share Posted August 26, 2021 2 hours ago, BRK7 said: Has anyone found a good product for providing real-time email alerts for new SEC filings for a given ticker? Answered my own question: Docoh.com It has a very nice interface for SEC filings. They also provide conference call transcripts, financial statements, news, etc. Worth a look. (No affiliation, just discovered the site.) Link to comment Share on other sites More sharing options...
DooDiligence Posted August 26, 2021 Share Posted August 26, 2021 12 hours ago, BRK7 said: One library near me provides online access to capital IQ, but it's actually S&Ps "NetAdvantage" version of CapIQ, which is lacking some key features found in the "real" CapIQ product. I gave Koyfin a look. It's an interesting product, but I found that the website has missing functionality/data and/or bugs. Maybe it's still a work in progress? Has anyone found a good product for providing real-time email alerts for new SEC filings for a given ticker? or go straight to the horses mouth. https://sec.report/notifications/ Link to comment Share on other sites More sharing options...
BRK7 Posted August 26, 2021 Author Share Posted August 26, 2021 5 hours ago, DooDiligence said: or go straight to the horses mouth. https://sec.report/notifications/ Sec.report is not actually the SEC. It's a third-party notification service, unaffiliated with the SEC. docoh.com is also a third-party service, but it offers much more than just SEC filing alerts (and the basic service is FREE). Link to comment Share on other sites More sharing options...
DooDiligence Posted August 26, 2021 Share Posted August 26, 2021 1 hour ago, BRK7 said: Sec.report is not actually the SEC. It's a third-party notification service, unaffiliated with the SEC. docoh.com is also a third-party service, but it offers much more than just SEC filing alerts (and the basic service is FREE). My bad... Link to comment Share on other sites More sharing options...
BRK7 Posted August 26, 2021 Author Share Posted August 26, 2021 (edited) No worries DD, I initially thought the same thing. Interesting data-point to share: Today I got an SEC filing alert via docoh.com in my email inbox. It arrived 7 minutes EARLIER than the same alert arrived via my $20K/year Capital IQ account. Of course, docoh is not a substitute for the breadth of what CapIQ offers. However, within the scope of what it offers, I am very impressed with docoh. Edited August 26, 2021 by BRK7 Link to comment Share on other sites More sharing options...
MattR Posted August 27, 2021 Share Posted August 27, 2021 6 hours ago, BRK7 said: No worries DD, I initially thought the same thing. Interesting data-point to share: Today I got an SEC filing alert via docoh.com in my email inbox. It arrived 7 minutes EARLIER than the same alert arrived via my $20K/year Capital IQ account. Of course, docoh is not a substitute for the breadth of what CapIQ offers. However, within the scope of what it offers, I am very impressed with docoh. Docoh is awesome. So easy to just favourite your portfolio/watchlist and get every filing. No need to create complicated spreadsheets or bookmarks. Link to comment Share on other sites More sharing options...
Spekulatius Posted August 27, 2021 Share Posted August 27, 2021 11 hours ago, BRK7 said: No worries DD, I initially thought the same thing. Interesting data-point to share: Today I got an SEC filing alert via docoh.com in my email inbox. It arrived 7 minutes EARLIER than the same alert arrived via my $20K/year Capital IQ account. Of course, docoh is not a substitute for the breadth of what CapIQ offers. However, within the scope of what it offers, I am very impressed with docoh. Thanks for mentioning it. I signed up for a free account and I like what they created here. It has very useful features that you don’t find elsewhere. Link to comment Share on other sites More sharing options...
DooDiligence Posted August 27, 2021 Share Posted August 27, 2021 (edited) Same here. --- edit: also, for those interested, https://docoh.com/spacs and https://docoh.com/social (Reddit activity) more... Edited August 27, 2021 by DooDiligence Link to comment Share on other sites More sharing options...
tnp20 Posted August 30, 2021 Share Posted August 30, 2021 I have capitalIQ for $10K ....they differentiate pricing between personal use and professional use. For professional use, they quoted me $20K....but the mybusiness side did not want to sign on to it ...so I got a personal version with an agreement not to use it for work related stuff. Link to comment Share on other sites More sharing options...
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