Portfolio management, Bloomberg alternatives, research checklists, valuation builders.
For public-equity research: Balance Labs ($0–39/mo) covers fundamentals + timing. TIKR covers filings ($20–50/mo). Koyfin covers dashboards ($0–50/mo). Terminal ($25k+/yr) wins only on multi-asset depth.
Seeking Alpha sells opinions. Balance Labs: decision, not opinion — scored fundamentals, valuation ceiling, thesis breaks, live timing signal with auditable backtest.
A one-page checklist: quality (returns on capital, moat), valuation (ceiling price), thesis breaks (measurable), timing (signal state). Balance Labs pre-fills it for 753 tickers.
Use Balance Labs' free two-stage earnings-power builder: book value, growth, discount rate, margin of safety → value band with exact assumptions.