Discovering high quality shares for long-term development is more durable than ever. With 1000’s of corporations listed throughout the London Inventory Trade (LSE), AIM, and international markets, recognizing constant performers requires greater than intuition. You want knowledge, evaluation, and technique—exactly what a inventory screener delivers.
After testing over 50 inventory screening instruments, we’ve narrowed it right down to the 20 finest inventory screeners for long-term buyers in 2025. Whether or not you’re managing your personal ISA portfolio, working a small funding membership, or overseeing consumer portfolios, this listing will prevent hours of guide analysis.
Based on Statista, over 65% of UK retail buyers now use digital instruments to analyse shares earlier than making choices. In the meantime, Morningstar stories that portfolios constructed utilizing disciplined screening outperform unmanaged portfolios by a mean of 12% yearly over ten years.
This listing is for long-term UK buyers, monetary planners, and funding managers who need data-backed confidence in each inventory they purchase.
What’s a Inventory Screener?
A inventory screener is a web-based or software-based software that filters and analyses shares based mostly on particular metrics—corresponding to P/E ratio, dividend yield, market cap, or EPS development. It helps long-term buyers determine undervalued or essentially sturdy corporations that match their funding technique.
Why Inventory Screeners Matter for Lengthy-Time period Buyers
Time-saving: Rapidly filter 1000’s of shares right down to a manageable shortlist.
Information accuracy: Depend on verified monetary metrics as a substitute of social media suggestions.
Goal decision-making: Concentrate on numbers and fundamentals, not emotion.
Customisation: Tailor filters to your private funding philosophy—whether or not development, dividend revenue, or worth.
Efficiency monitoring: Many instruments combine with brokerages for seamless portfolio updates.
Fast Comparability of High 20 Inventory Screeners for 2025
The desk under compares the highest inventory screeners throughout key resolution components long-term buyers care about: pricing, ease of use, UK market protection, elementary evaluation depth, and dividend monitoring.
Device Title
Finest For
Beginning Value
Free Trial?
UK Market Protection
Dividend Monitoring
Ease of Use
TradingView
Technical & elementary combine
Free / £12.95
Sure
International
Sure
Straightforward
Merely Wall St
Visible buyers
£8.33/mo
Sure
UK & International
Sure
Average
Stockopedia
UK-focused buyers
£29/mo
Sure
UK & EU
Sure
Average
Finviz
U.S.-centric merchants
Free / $39.50
Restricted
Partial
No
Straightforward
Investing.com
Free customers
Free
N/A
International
Sure
Straightforward
Yahoo Finance Premium
Lengthy-term monitoring
£34.99/mo
Sure
International
Sure
Straightforward
MarketSmith
Critical buyers
$149.95/mo
Sure
US Targeted
No
Superior
GuruFocus
Worth buyers
$499/yr
Sure
International
Sure
Superior
Zacks Premium
Progress buyers
$249/yr
Sure
US Targeted
No
Straightforward
Morningstar Direct
Institutional-grade analysis
£4,000/yr
No
International
Sure
Average
Searching for Alpha
Dividend buyers
£19.99/mo
Sure
International
Sure
Average
Inventory Rover
Deep elementary evaluation
$79.99/yr
Sure
US Targeted
Sure
Superior
eToro
Rookies
Free
Sure
UK & International
Sure
Straightforward
Interactive Investor
UK retail buyers
£9.99/mo
No
UK
Sure
Straightforward
Hargreaves Lansdown Screener
ISA buyers
Free
N/A
UK
Sure
Straightforward
Constancy Screener
Pension & ISA customers
Free
N/A
UK & US
Sure
Straightforward
SharePad (by ShareScope)
Superior evaluation
£23/mo
Sure
UK
Sure
Average
Barchart
Quant buyers
$29.95/mo
Sure
International
No
Superior
Wallmine
Portfolio visualisation
Free
Sure
International
Sure
Straightforward
TrendSpider
Technical-focused long-term
$44/mo
Sure
International
No
Superior
Finest Inventory Screeners for Lengthy-Time period Buyers (Full Breakdown)
Every part under covers one software intimately—its finest options, pricing, best person, and sensible suggestions.
1. TradingView – The All-in-One Charting and Screening Powerhouse
TradingView has turn into a family identify amongst UK buyers for one easy cause: it combines lovely charts with some of the intuitive inventory screeners out there. Excellent for long-term buyers who additionally recognize short-term development affirmation, TradingView provides international inventory protection, together with UK markets, with real-time knowledge.
Key Options
Superior Screening Filters TradingView lets customers display screen 1000’s of world shares based mostly on over 100 indicators, together with EPS development, dividend yield, and worth efficiency. It can save you and reuse filters, making it simpler to keep up consistency in your funding method.
Customized Alerts Obtain instantaneous alerts when a inventory meets your customized screening standards, making certain you by no means miss an entry alternative. Lengthy-term buyers can set alerts for valuation metrics or dividend bulletins.
Interactive Charts TradingView’s charts are among the many most detailed and customisable in the marketplace. Overlay monetary indicators, examine a number of shares, or observe historic efficiency—all on a single dashboard.
Group Concepts and Scripts Entry 1000’s of public scripts and inventory analyses shared by the TradingView neighborhood. This function offers you perception into what different buyers are watching, complementing your analysis.
Multi-Gadget Entry You possibly can entry TradingView on desktop, cellular, or pill, syncing your saved watchlists mechanically. Excellent for buyers who like to trace the markets on the go.
Professionals & Cons
Professionals
Cons
Complete screening choices
Some superior filters require a paid plan
International market protection
Might be overwhelming for rookies
Straightforward-to-use interface
Restricted built-in valuation fashions
Nice cellular app
Requires secure web for real-time knowledge
Pricing
Free Plan – Primary charting and inventory screening
Professional Plan – £12.95/month
Professional+ Plan – £24.95/month
Premium Plan – £39.95/month
All paid plans include a 30-day free trial.
Finest For Lengthy-Time period Buyers Who Need Visible Affirmation of Worth Traits
TradingView is finest for UK buyers who depend on each technical affirmation and elementary evaluation when selecting long-term positions.
Retirement-focused buyers – Determine undervalued dividend shares for constant revenue
Progress buyers – Display shares with excessive EPS momentum
Worth seekers – Spot engaging price-to-book alternatives
DIY portfolio managers – Mix charting and screening for long-term development validation
Use TradingView’s “Relative Energy vs FTSE 100” filter to seek out UK shares outperforming the broader market—a helpful function for long-term portfolio allocation.
The way to Use TradingView for Dividend Investing
Create a customized filter with metrics like dividend yield > 3%, EPS development > 10%, and P/E < 20. This immediately narrows your focus to constant dividend payers with sustainable earnings—an ideal setup for long-term compounding.
Finest Alternate
Stockopedia – Ultimate for UK-focused buyers preferring extra in-depth elementary ratios and inventory grading.
2. Merely Wall St – Visible Insights for Lengthy-Time period Buyers
Merely Wall St turns complicated monetary knowledge into clear, partaking visuals that simplify the stock-picking course of. Excellent for long-term buyers preferring an easy-to-read interface over spreadsheets, this software is understood for its infographic-style evaluation and colour-coded fundamentals.
Key Options
Snowflake Evaluation Merely Wall St’s signature function, the Snowflake, immediately visualises an organization’s worth, development, previous efficiency, monetary well being, and dividend high quality. It’s a visible abstract of key fundamentals—best for fast evaluations.
Intrinsic Worth Calculations The platform mechanically estimates an organization’s truthful worth utilizing discounted money stream (DCF) fashions. Buyers can see whether or not a inventory is buying and selling under its estimated worth, serving to determine potential bargains.
Portfolio Visualisation Observe your holdings visually with breakdowns by sector, area, and valuation. The system highlights diversification gaps and overexposure, precious for managing long-term portfolios.
Dividend Evaluation Merely Wall St clearly shows dividend historical past, payout ratios, and development traits—excellent for UK buyers targeted on constant revenue.
Common Information Updates With computerized knowledge refreshes each 24 hours, you’ll at all times have up-to-date insights throughout UK, US, and international markets.
Professionals & Cons
Professionals
Cons
Visually interesting and beginner-friendly
Some knowledge may be simplified an excessive amount of
Nice for fast valuation insights
No real-time knowledge
Portfolio well being monitoring
Restricted superior screening filters
Inexpensive pricing
Requires web entry for updates
Pricing
Free Plan – Restricted firm insights
Premium Plan – £8.33/month (billed yearly)
Limitless Plan – £16.67/month
Each paid tiers embrace limitless firm evaluation and portfolio options.
Finest For Visible Buyers Searching for Lengthy-Time period Readability
Merely Wall St is good for long-term buyers preferring visuals over uncooked knowledge, significantly:
Dividend buyers – See payout security and long-term development potential at a look
Worth buyers – Determine undervalued shares utilizing DCF visualisation
New buyers – Study elementary investing by way of visible cues
Busy professionals – Make data-backed choices rapidly
Use Merely Wall St’s Watchlist Alerts to trace valuation adjustments over time—it’s particularly helpful for monitoring when beforehand overpriced shares turn into truthful worth.
The way to Use Merely Wall St for UK Dividend Shares
Filter for FTSE 100 or FTSE 250 corporations with a dividend yield above 4% and EPS development over 5%. Mix this with the Snowflake valuation for an instantaneous shortlist of sustainable revenue shares.
Finest Alternate
TradingView – An amazing complement for buyers who wish to mix Merely Wall St’s visible evaluation with TradingView’s real-time charting.
3. Stockopedia – The UK Investor’s Elementary Powerhouse
Stockopedia is the go-to alternative for severe UK long-term buyers who prioritise knowledge accuracy, confirmed fundamentals, and structured inventory rankings. Constructed with a concentrate on the UK and European markets, this platform provides some of the strong screening techniques for figuring out worth, development, and revenue alternatives.
Key Options
StockRank System Stockopedia’s proprietary StockRank combines high quality, worth, and momentum right into a single rating. Every inventory is graded from 0 to 100, permitting buyers to rapidly determine the strongest candidates out there.
Guru Methods The software consists of screening templates based mostly on well-known buyers’ methodologies, corresponding to Warren Buffett, Ben Graham, and Joel Greenblatt. You possibly can undertake or modify these to suit your personal funding technique.
UK-Centric Database Stockopedia’s knowledge covers the FTSE 100, FTSE 250, AIM, and worldwide exchanges, however its power lies in detailed UK firm evaluation—excellent for ISA and SIPP buyers.
Customisable Screens Construct and save your personal inventory screens utilizing elementary ratios, technical indicators, and danger metrics. This lets you create a constant method to long-term investing.
Portfolio Efficiency Analytics Observe your portfolio’s efficiency towards the FTSE All-Share Index, monitor diversification, and assess danger publicity over time.
Professionals & Cons
Professionals
Cons
Wonderful for UK buyers
Interface can really feel dated
Distinctive StockRank system
Larger price than some rivals
Deep analysis and ratios
Restricted charting instruments
Ultimate for disciplined buyers
No cellular app but
Pricing
UK Plan – £29/month
Europe Plan – £37/month
International Plan – £57/month
Every plan features a 14-day free trial, and reductions can be found for annual billing.
Finest For UK Buyers Searching for Information-Backed Lengthy-Time period Confidence
Stockopedia is tailored for:
Worth buyers – Determine undervalued shares with high-quality fundamentals
Revenue buyers – Display for dividend-paying shares with secure payout ratios
Fund managers – Use data-driven screening for multi-client portfolios
Analytical buyers – Construct evidence-based portfolios with out hypothesis
Apply the “Excessive High quality + Low Valuation” StockRank filter. Traditionally, portfolios constructed this manner have outperformed the FTSE All-Share Index over 5-year intervals.
The way to Use Stockopedia for Constant Lengthy-Time period Progress
Arrange a display screen combining ROCE > 15%, Debt/Fairness < 0.5, and 5-year EPS development > 10%. It will spotlight sustainable compounders appropriate for affected person buyers.
Finest Alternate
SharePad (by ShareScope) – Gives comparable UK protection however consists of extra technical charting choices for many who want deeper visible evaluation.
4. Finviz – Quick and Practical for International Inventory Filtering
Finviz is among the most generally recognised inventory screeners on the earth, in style amongst each merchants and long-term buyers for its velocity and ease. Whereas primarily designed for the U.S. market, it nonetheless offers precious international knowledge protection—making it a wonderful supplementary screener for UK buyers with worldwide portfolios.
Key Options
Fast Visible Filters Finviz’s browser-based interface permits customers to display screen 1000’s of shares in seconds utilizing filters corresponding to market capitalisation, P/E ratio, dividend yield, and analyst scores. Ultimate for buyers who need fast, data-rich shortlists.
Heatmaps The stay heatmaps present market efficiency by sector and firm measurement, serving to buyers determine overvalued or undervalued areas of the market visually.
Insider Buying and selling Information One in all Finviz’s standout options is insider transaction monitoring, providing a singular perspective on whether or not firm executives are shopping for or promoting shares.
Backtesting Functionality (Elite Plan) Superior customers can backtest screening methods to measure how they could have carried out traditionally—a wonderful function for testing long-term approaches.
Information Integration Finviz aggregates monetary headlines from main retailers instantly inside its interface, protecting buyers knowledgeable with out switching platforms.
Professionals & Cons
Professionals
Cons
Free entry to highly effective screening instruments
Restricted UK market knowledge
Very quick and straightforward to make use of
Outdated visible design
Nice for international diversification
Actual-time knowledge requires paid plan
Consists of insider buying and selling knowledge
No devoted cellular app
Pricing
Free Plan – Primary screening and delayed knowledge
Elite Plan – $39.50/month (with real-time knowledge, backtesting, and superior charting)
Finest For International Buyers Searching for Fast Elementary Insights
Finviz is especially helpful for:
UK buyers with U.S. publicity – Rapidly determine undervalued American blue chips
Diversified portfolio builders – Observe international traits to stability UK holdings
DIY buyers – Use visible filters for quick shortlist creation
Quant-minded buyers – Check long-term methods through backtesting
Use Finviz’s “Possession > 70%” filter to seek out corporations backed by institutional buyers—an often-overlooked indicator of stability and long-term confidence.
The way to Use Finviz for Lengthy-Time period Progress Investing
Filter for EPS development subsequent 5 years > 10%, P/E < 25, and Debt/Fairness < 0.6. This mixture identifies high-quality development shares that also commerce at affordable valuations, best for long-term compounding.
Finest Alternate
Inventory Rover – Gives comparable analytical depth however with a concentrate on long-term portfolio administration and dividend monitoring, making it extra appropriate for income-focused UK buyers.
5. Investing.com – Free, Dependable Screening for On a regular basis Buyers
Investing.com is a trusted, all-in-one monetary platform that gives free inventory screening, real-time market knowledge, and portfolio monitoring. It’s a unbelievable alternative for long-term UK buyers who need broad market protection with out paying month-to-month charges.
Key Options
International Market Protection Investing.com covers 1000’s of equities throughout UK, US, European, and Asian markets. It consists of LSE-listed shares, making it a stable choose for British buyers constructing diversified portfolios.
Customized Screening Choices You possibly can filter corporations utilizing dozens of standards corresponding to dividend yield, P/E ratio, debt-to-equity, and market capitalisation. It’s easy, quick, and correct.
Portfolio Tracker Investing.com allows you to construct a watchlist or simulate your portfolio efficiency over time. Lengthy-term buyers can monitor beneficial properties, losses, and dividend payouts multi function dashboard.
Financial Calendar The built-in calendar highlights key monetary occasions like central financial institution choices, earnings releases, and macroeconomic knowledge—helpful for timing entries and exits.
Information and Evaluation Feed Keep up to date with knowledgeable evaluation and inventory market insights instantly built-in into the screener. It’s a one-stop useful resource for analysis and monitoring.
Professionals & Cons
Professionals
Cons
Utterly free to make use of
Occasional banner advertisements
Covers all main international markets
No superior charting instruments
Consists of UK-listed shares
Interface can really feel cluttered
Stable cellular expertise
Information refreshes might lag barely
Pricing
Free Plan – Consists of inventory screener, portfolio, and information feed
Advert-Free Plan – £7.99/month (removes advertisements and improves load velocity)
Finest For Price-Aware Lengthy-Time period Buyers
Investing.com is ideal for:
New buyers – Begin screening with out spending on subscriptions
Lengthy-term ISA holders – Observe UK-listed dividend shares simply
International buyers – Handle portfolios throughout a number of markets
Passive buyers – Comply with benchmark indices alongside particular person shares
Save customized filters corresponding to Dividend Yield > 3% and Debt/Fairness < 0.5. Then export your listing to Excel for deeper evaluation or to match with paid screeners like Stockopedia.
The way to Use Investing.com for Dividend Reinvestment Planning
Set alerts for ex-dividend dates in your high holdings. This ensures you seize dividends persistently and reinvest them effectively for long-term compounding.
Finest Alternate
Yahoo Finance Premium – Gives comparable international protection however provides detailed fair-value evaluation and long-term efficiency metrics for severe buyers.
6. Yahoo Finance Premium – Trusted Lengthy-Time period Information and Insights
Yahoo Finance Premium builds upon the well-known free model with a stronger concentrate on long-term portfolio monitoring, truthful worth evaluation, and superior inventory metrics. It’s a dependable platform for UK buyers preferring an intuitive interface with reliable analysis instruments.
Key Options
Honest Worth Evaluation Yahoo Finance Premium estimates the intrinsic worth of an organization utilizing money stream fashions and analyst projections. This helps long-term buyers determine undervalued shares that align with a buy-and-hold method.
Historic Efficiency Instruments Entry over a decade of monetary knowledge, best for assessing an organization’s long-term observe file and stability earlier than committing capital.
Superior Portfolio Analytics Monitor efficiency throughout your whole portfolio, examine towards benchmarks, and overview volatility ranges over time. That is significantly useful for buyers managing a number of holdings.
Enhanced Analysis Stories Premium customers get detailed analyst stories, incomes projections, and firm insights sourced from Morningstar and Argus.
Watchlists and Customized Alerts You possibly can observe watchlists for UK and worldwide shares, set worth alerts, and obtain updates on valuation adjustments or main bulletins.
Professionals & Cons
Professionals
Cons
Nice person expertise
Premium plan price can add up
Complete knowledge historical past
Restricted UK-specific filters
Built-in analysis stories
Some stories focus closely on U.S. markets
Honest worth metrics
Charting much less superior than TradingView
Pricing
Free Plan – Primary quotes, charts, and information
Yahoo Finance Premium – £34.99/month (consists of truthful worth, superior analytics, and analysis stories) A 14-day free trial is accessible.
Finest For Lengthy-Time period Buyers Who Worth Deep Analysis
Yahoo Finance Premium fits buyers who recognize structured knowledge and insights moderately than visual-heavy dashboards. It’s finest for:
Dividend development buyers – Verify payout sustainability over years
Purchase-and-hold buyers – Observe efficiency and valuations long run
Portfolio managers – Use analytics for benchmark comparability
Information-driven buyers – Entry institutional-quality analysis at a shopper worth
Mix Yahoo’s truthful worth metric with its analyst consensus score to determine shares which might be each essentially sturdy and well-regarded by analysts—a strong long-term sign.
The way to Use Yahoo Finance Premium for ISA Portfolio Monitoring
Create a customized portfolio view on your ISA holdings and allow weekly summaries. You’ll obtain e mail updates displaying beneficial properties, losses, and upcoming dividend occasions—best for staying disciplined with long-term investing targets.
Finest Alternate
Morningstar Direct – Gives extra in-depth institutional analysis and long-term efficiency metrics however at the next worth level, higher suited to skilled analysts.
7. MarketSmith – Institutional-Degree Analysis for Critical Lengthy-Time period Buyers
MarketSmith, developed by Investor’s Enterprise Day by day (IBD), delivers a strong mixture of technical and elementary evaluation wrapped in a clear, data-rich interface. It’s designed for buyers who need the identical degree of perception professionals use, making it significantly helpful for UK buyers managing worldwide portfolios.
Key Options
Sample Recognition Expertise MarketSmith identifies technical chart patterns corresponding to cup and deal with, base-on-base, and breakouts, that are useful even for long-term buyers on the lookout for optimum entry factors.
Progress-Targeted Screening It consists of over 100 pre-built screens based mostly on confirmed investing rules from IBD, serving to buyers rapidly discover corporations with constant earnings and gross sales development.
RS Line and Composite Ranking The Relative Energy (RS) Line compares a inventory’s efficiency towards the general market, whereas the Composite Ranking combines earnings, gross sales, margins, and return metrics right into a single rating for simple comparability.
Detailed Historic Information MarketSmith offers entry to a long time of historic knowledge, excellent for evaluating the sturdiness of long-term traits earlier than investing.
Instructional Assets It consists of webinars, investor workshops, and mannequin portfolios that illustrate profitable long-term investing methods.
Professionals & Cons
Professionals
Cons
Institutional-grade screening and charts
Value is on the upper facet
A long time of verified knowledge
Primarily U.S.-focused
Wonderful instructional assets
Might overwhelm rookies
Distinctive proprietary scores
Restricted UK protection
Pricing
Month-to-month Plan – $149.95/month
Annual Plan – $1,499/yr Features a 14-day free trial for first-time customers.
Finest For Lengthy-Time period Progress Buyers Targeted on U.S. Markets
MarketSmith caters to:
Lengthy-term development buyers – Determine sturdy fundamentals with momentum
Fund managers – Construct methods based mostly on constant efficiency knowledge
Information-driven merchants – Mix technicals and fundamentals successfully
Excessive-net-worth buyers – Entry deep market analysis instruments
Use MarketSmith’s “High RS Shares” listing to determine corporations persistently outperforming the broader market—an efficient technique for long-term compounding.
The way to Use MarketSmith to Observe Progress Leaders
Concentrate on shares with Composite Rankings above 90 and EPS Progress > 20% for 5 consecutive years. This narrows your search to corporations with confirmed earnings consistency, best for long-term investing.
Finest Alternate
GuruFocus – Gives equally sturdy long-term elementary insights however with a extra international focus, making it best for UK buyers who wish to embrace non-U.S. shares of their portfolios.
8. GuruFocus – Deep Elementary Information for True Lengthy-Time period Buyers
GuruFocus is a data-rich platform constructed for buyers who stay and breathe fundamentals. It’s designed across the philosophies of legendary buyers like Warren Buffett and Benjamin Graham. The software provides some of the complete databases of world monetary info—excellent for UK buyers targeted on worth and long-term compounding.
Key Options
Buffett-Model Screening GuruFocus permits customers to duplicate Warren Buffett’s investing rules by way of filters like constant earnings, excessive return on fairness, and low debt. The “Buffett-Munger Screener” is a favorite amongst severe long-term buyers.
GF Worth Line This proprietary valuation metric makes use of historic multiples, previous financials, and analyst forecasts to estimate an organization’s truthful worth. It visually exhibits whether or not a inventory is overvalued, undervalued, or pretty priced, simplifying long-term decision-making.
30-Yr Monetary Historical past GuruFocus offers as much as three a long time of information, serving to buyers assess how corporations carry out by way of a number of financial cycles—a essential issue for constructing resilient portfolios.
Insider and Institutional Possession Information The platform consists of detailed data of insider trades and institutional holdings. This info provides confidence when evaluating whether or not administration and main funds are aligned with long-term shareholders.
International Market Protection GuruFocus covers greater than 150,000 corporations worldwide, together with all main UK, U.S., and European exchanges. It’s one of many few screeners providing in-depth entry to smaller-cap UK equities.
Professionals & Cons
Professionals
Cons
Extraordinarily detailed monetary knowledge
Interface can really feel dated
Lengthy-term focus and truthful worth instruments
Steeper studying curve
Ultimate for worth and dividend buyers
Larger pricing than primary instruments
Sturdy international market protection
No cellular app
Pricing
Premium Plan – $499/yr (core options and U.S. knowledge)
Premium Plus Plan – $999/yr (provides international knowledge and backtesting instruments)
Skilled Plan – Customized pricing for establishments
Free trials can be found on request.
Finest For Worth-Oriented Lengthy-Time period Buyers
GuruFocus is tailored for:
Worth buyers – Determine deeply undervalued corporations utilizing GF Worth Line
Dividend buyers – Analyse payout historical past and sustainability
International portfolio builders – Entry constant, standardised knowledge for cross-market comparability
Analytical buyers – Conduct long-term backtesting of funding theses
Use the “Undervalued Predictable” screener to seek out corporations with predictable earnings and low price-to-GF-Worth ratios. These shares have traditionally outperformed over lengthy holding intervals.
The way to Use GuruFocus to Construct a Dividend Progress Portfolio
Filter for UK corporations with a dividend yield above 3%, 10-year dividend development streak, and payout ratio under 60%. This creates a shortlist of sustainable revenue shares best for long-term compounding.
Finest Alternate
Inventory Rover – Offers comparable deep monetary knowledge however with extra flexibility for portfolio analytics, making it barely simpler to make use of for on a regular basis buyers.
9. Zacks Premium – Analyst-Pushed Screening for Lengthy-Time period Progress
Zacks Premium is a longtime platform constructed on rigorous earnings-based analysis and analyst consensus scores. Its proprietary Zacks Rank System has been trusted by buyers for many years to determine shares with sturdy development potential. For long-term UK buyers on the lookout for consistency {and professional} perception, this software provides each knowledge depth and ease.
Key Options
Zacks Rank System Each inventory is rated from #1 (Sturdy Purchase) to #5 (Sturdy Promote) based mostly on earnings estimate revisions and shock traits. This technique has traditionally delivered spectacular long-term outcomes, significantly for constant development buyers.
Model Scores Zacks assigns grades for Worth, Progress, and Momentum, serving to buyers select corporations that align with their most popular long-term technique.
Fairness Analysis Stories Subscribers achieve entry to over 1,000 detailed stories that includes analyst commentary, danger components, and valuation fashions. These insights can complement your personal elementary evaluation.
Focus Lists and Screeners Premium customers can entry Zacks’ curated focus lists of undervalued blue chips, dividend achievers, and rising development corporations. Every listing is predicated on a long time of back-tested analysis.
Earnings ESP Filter Zacks’ Earnings Anticipated Shock Prediction (ESP) helps determine shares more likely to beat upcoming earnings forecasts—a helpful edge for timing long-term entries.
Professionals & Cons
Professionals
Cons
Confirmed rating system with observe file
U.S.-focused, restricted UK protection
Sturdy long-term efficiency file
Interface not as trendy as newer instruments
Straightforward to make use of for rookies
No visible charts or truthful worth fashions
Nice analysis depth
Cell entry restricted
Pricing
Zacks Premium – $249/yr Consists of entry to rankings, focus lists, and limitless analysis stories.
Zacks Investor Assortment – $495/yr (provides premium screens and portfolio monitoring instruments).
Finest For Lengthy-Time period Buyers Searching for Analyst Backing
Zacks Premium is ideal for:
Progress buyers – Concentrate on corporations with rising earnings estimates
Elementary buyers – Mix analyst perception with knowledge filters
Threat-conscious buyers – Keep away from overhyped shares by way of disciplined rating
International buyers with U.S. publicity – Determine high American equities for diversified portfolios
Concentrate on Zacks Rank #1 shares which have maintained their score for greater than two quarters—these are sometimes sturdy long-term performers backed by constant earnings upgrades.
The way to Use Zacks Premium for Multi-Yr Compounding
Mix Zacks’ #1 Rank filter with PEG ratio < 1.5 and Debt/Fairness < 0.5. This technique identifies corporations rising earnings at an affordable worth, which frequently outperform in the long term.
Finest Alternate
Morningstar Direct – Offers extra detailed elementary valuation fashions and international inventory protection, making it an amazing complement to Zacks’ analyst-driven system.
10. Morningstar Direct – Skilled-Grade Analysis for Lengthy-Time period Buyers
Morningstar Direct is the gold customary for institutional-level funding analysis. Recognized for its trusted star scores and deep knowledge protection, it’s the popular alternative for fund managers, monetary advisers, and severe long-term buyers who worth accuracy and complete perception over flashy interfaces.
Key Options
Star Ranking and Analyst Stories Morningstar’s five-star score system evaluates an organization’s risk-adjusted return potential in comparison with friends. Premium customers additionally obtain detailed analyst commentary explaining every score, excellent for validating long-term funding choices.
Complete Elementary Information Entry to greater than 40 years of historic monetary knowledge, together with stability sheets, revenue statements, and money stream stories. This long-term view is crucial for evaluating firm resilience by way of market cycles.
Portfolio Evaluation Instruments Morningstar Direct consists of superior options for monitoring portfolios, benchmarking towards indices, and measuring diversification—precious for buyers managing a number of accounts or shoppers.
International Protection In contrast to many screeners, Morningstar Direct consists of deep knowledge throughout UK, U.S., and European markets, with sector breakdowns and ETF comparisons for well-rounded portfolio constructing.
Sustainability Metrics For ESG-conscious buyers, the platform offers environmental, social, and governance scores, permitting for extra ethically guided funding methods.
Professionals & Cons
Professionals
Cons
Extraordinarily detailed and correct knowledge
Costly for retail buyers
Trusted star scores and analyst evaluations
Interface takes time to grasp
Complete international protection
Not best for rookies
Wonderful portfolio instruments
No month-to-month subscription choice
Pricing
Morningstar Direct – Round £4,000 per yr, with enterprise plans for monetary establishments.
Morningstar Investor (Lite) – Round £250/yr for particular person buyers (simplified model).
Finest For Skilled Lengthy-Time period Buyers and Advisers
Morningstar Direct is good for:
Monetary advisers – Present shoppers with in-depth analysis and knowledge
Portfolio managers – Monitor long-term efficiency metrics throughout a number of holdings
ESG buyers – Consider sustainability components alongside monetary returns
Analytical buyers – Mix scores and uncooked knowledge for full insights
Use the “Financial Moat” filter to determine corporations with sustainable aggressive benefits—Morningstar’s analysis exhibits that wide-moat corporations outperform by a mean of 2.4% yearly over 10-year intervals.
The way to Use Morningstar Direct for Lengthy-Time period UK Investing
Apply filters for Huge Moat, Honest Worth Low cost > 10%, and 5-Star Ranking. This immediately narrows the sphere to high-quality UK and international corporations buying and selling under their intrinsic worth—best for long-term portfolio constructing.
Finest Alternate
Searching for Alpha Premium – Gives detailed evaluation and crowd-sourced insights at a extra reasonably priced worth level, appropriate for severe however non-institutional buyers.
11. Searching for Alpha Premium – Group-Powered Insights for Lengthy-Time period Progress
Searching for Alpha Premium blends conventional evaluation with crowd-sourced analysis from 1000’s of skilled buyers. It’s a favorite amongst long-term buyers who prefer to confirm knowledge with impartial views and in-depth commentary. The platform balances quantitative metrics with qualitative perception—a mixture few others handle nicely.
Key Options
Quant Rankings System Each inventory on Searching for Alpha is rated utilizing a five-factor mannequin: Valuation, Progress, Profitability, Momentum, and EPS Revisions. These quantitative scores present a simple snapshot of an organization’s long-term well being and potential.
Writer and Analyst Articles 1000’s of vetted contributors publish detailed analysis articles and funding theses, offering precious insights past the numbers. Premium members can filter by top-rated analysts for higher-quality concepts.
Dividend Grades For revenue buyers, Searching for Alpha offers a devoted grading system for dividend security, yield, and development. It’s best for UK buyers constructing secure, long-term dividend portfolios.
Earnings Forecasts and Alerts Obtain real-time alerts on earnings bulletins, upgrades, downgrades, and worth goal adjustments—serving to buyers keep knowledgeable with out day by day market monitoring.
Portfolio Monitoring Observe holdings with superior portfolio instruments that examine efficiency towards indices, estimate truthful worth, and calculate yield on price for long-term planning.
Professionals & Cons
Professionals
Cons
Combines knowledge with impartial evaluation
Finest insights behind paywall
Sturdy dividend and valuation instruments
Interface can really feel busy
Lively investor neighborhood
Focuses closely on U.S. equities
Inexpensive in comparison with institutional platforms
Restricted automation for screening
Pricing
Free Plan – Restricted articles and primary knowledge entry
Premium Plan – £19.99/month
Professional Plan – £179.99/month (consists of high analyst filters and superior instruments)
Free trials can be found for brand new customers.
Finest For Lengthy-Time period Buyers Who Need Knowledgeable-Led Evaluation
Searching for Alpha Premium is great for:
Dividend buyers – Consider long-term revenue security by way of Dividend Grades
Elementary buyers – Mix data-driven scores with qualitative evaluation
Progress buyers – Observe analyst forecasts and revisions
Group learners – Acquire various viewpoints on every firm
Concentrate on shares with Quant Ranking above 4.5, Dividend Grade A or greater, and EPS Revision Grade A. These filters spotlight secure compounders with each earnings development and revenue potential.
The way to Use Searching for Alpha for Dividend Reinvestment
Use the “Dividend Historical past” tab to determine corporations that persistently improve dividends by at the very least 5% yearly. Set alerts for payout adjustments to reinvest dividends on the proper time for compound development.
Finest Alternate
Inventory Rover – Gives a deeper analytical method to dividends and portfolio efficiency, best for UK buyers preferring extra data-driven insights.
12. Inventory Rover – Complete Analysis for Dividend and Lengthy-Time period Portfolios
Inventory Rover is among the most superior inventory screeners for long-term buyers who need deep elementary evaluation paired with portfolio administration instruments. It’s significantly nicely suited to dividend and value-focused UK buyers preferring data-driven choices over hypothesis.
Key Options
650+ Screening Metrics Inventory Rover provides greater than 650 monetary and efficiency variables, protecting every little thing from valuation ratios and development charges to revenue and profitability metrics. This offers buyers unmatched flexibility in designing customized long-term screens.
Honest Worth and Margin of Security Indicators The platform mechanically calculates truthful worth and margin of security for every inventory utilizing historic averages and development projections—important for figuring out long-term bargains.
Dividend Evaluation Suite Inventory Rover offers detailed dividend security scores, payout ratios, and development histories. You possibly can even observe projected dividend revenue out of your portfolio over time.
Portfolio Analytics and Rebalancing Lengthy-term buyers can examine portfolio efficiency towards main indices, rebalance allocations, and assess diversification dangers. It’s a whole resolution for managing a number of holdings.
Integration with Brokerages You possibly can join your brokerage accounts for real-time monitoring, making efficiency monitoring easy and clear.
Professionals & Cons
Professionals
Cons
Deep, professional-grade evaluation
Largely U.S. knowledge (UK help restricted)
Wonderful dividend monitoring
Interface has a studying curve
Integrates screening with portfolio instruments
Cell entry restricted
Inexpensive for its capabilities
No visible infographics
Pricing
Necessities Plan – $79.99/yr
Premium Plan – $179.99/yr
Premium Plus Plan – $279.99/yr
Every plan features a 14-day free trial, with the Premium Plus plan providing the total function set.
Finest For Lengthy-Time period Buyers Targeted on Fundamentals
Inventory Rover is good for:
Dividend buyers – Monitor revenue sustainability and reinvestment alternatives
Worth buyers – Determine undervalued corporations utilizing margin of security instruments
Portfolio managers – Observe efficiency towards benchmarks with superior analytics
DIY buyers – Handle a number of portfolios effectively
Construct a customized display screen utilizing ROE > 12%, Debt/Fairness < 0.6, and Dividend Progress > 5 years. This mixture isolates dependable dividend growers with sturdy monetary well being.
The way to Use Inventory Rover for UK Dividend Portfolios
Though U.S.-centric, Inventory Rover can nonetheless observe UK-listed ADRs and international ETFs. Create a watchlist of UK dividend payers listed on U.S. exchanges, permitting you to observe revenue streams alongside your worldwide holdings.
Finest Alternate
Searching for Alpha Premium – Enhances Inventory Rover’s analytical energy with qualitative analysis and earnings protection, providing a well-rounded long-term investing toolkit.
13. eToro – Social Investing Meets Sensible Lengthy-Time period Portfolios
eToro has developed from a social buying and selling platform into some of the accessible instruments for UK buyers constructing long-term portfolios. Its user-friendly interface, commission-free investing, and ready-made “Sensible Portfolios” make it a strong choice for many who want a mix of automation and neighborhood insights.
Key Options
CopyPortfolios (Sensible Portfolios) These pre-built portfolios group top-performing shares and ETFs round particular long-term themes corresponding to renewable vitality, tech development, and dividend revenue. Ultimate for buyers who need diversification with out fixed administration.
Fee-Free Inventory Investing eToro permits UK customers to purchase and maintain actual shares with zero fee, making it a cheap choice for compounding returns over time.
Social Buying and selling Community You possibly can comply with, work together with, or mechanically copy profitable long-term buyers. This provides a community-driven layer to analysis and decision-making.
Actual-Time Market Information and Insights The platform offers stay worth feeds, information updates, and evaluation summaries throughout 1000’s of world property—together with UK and U.S. equities.
Fractional Shares Put money into high corporations like Unilever or AstraZeneca with as little as £10, enabling rookies to begin constructing long-term positions instantly.
Professionals & Cons
Professionals
Cons
Fee-free inventory investing
Restricted screening filters
Entry to Sensible Portfolios
Some social content material lacks depth
Straightforward to make use of for rookies
No detailed monetary ratios
International market protection
Larger FX charges on USD trades
Pricing
Account Setup – Free
Inventory & ETF Buying and selling – 0% fee
Withdrawal Payment – £3.85
Sensible Portfolios – Minimal £385 funding
No subscription wanted—best for cost-conscious buyers.
Finest For Rookies and Passive Lengthy-Time period Buyers
eToro is particularly suited to:
First-time buyers – Begin with Sensible Portfolios or copy confirmed buyers
Passive buyers – Diversify globally with minimal upkeep
Lengthy-term savers – Construct a low-cost ISA-style portfolio on-line
Social learners – Acquire insights from actual buyers and methods
Comply with top-rated “Dividend Progress” Sensible Portfolios for constant long-term returns with minimal volatility. These are curated by eToro analysts utilizing back-tested knowledge.
The way to Use eToro for Lengthy-Time period Diversification
Arrange two Sensible Portfolios—one targeted on UK dividend shares, one other on international development sectors. This twin method balances revenue and capital appreciation for a stronger long-term compounding impact.
Finest Alternate
Interactive Investor – Gives direct UK market entry with higher management over asset allocation and in-depth analysis options for hands-on buyers.
14. Interactive Investor – The UK’s Go-To Platform for Critical Lengthy-Time period Buyers
Interactive Investor (ii) is a favorite amongst skilled UK buyers due to its clear, flat-fee pricing and in depth analysis instruments. It’s particularly precious for these managing ISAs, SIPPs, and long-term share portfolios who need direct entry to UK and worldwide markets with out fee issues.
Key Options
Flat Month-to-month Payment Construction In contrast to platforms that cost buying and selling commissions or percentage-based charges, ii provides a mounted month-to-month subscription. This makes it far cheaper for long-term buyers with bigger portfolios.
UK and International Market Entry Put money into 1000’s of shares throughout the LSE, AIM, US, and European exchanges. Lengthy-term buyers can diversify internationally whereas protecting all holdings beneath one account.
Analysis Centre The in-built analysis hub offers share suggestions, mannequin portfolios, and analyst suggestions. Lengthy-term buyers can use these to find high quality shares for revenue or development.
Dividend Administration ii’s platform mechanically handles dividend reinvestment (DRIP), serving to customers compound returns effortlessly over time.
ISA and SIPP Integration Handle tax-efficient investments seamlessly with entry to ISA, Junior ISA, and Self-Invested Private Pension (SIPP) accounts—best for multi-decade methods.
Professionals & Cons
Professionals
Cons
Flat price mannequin best for big portfolios
Interface not as glossy as rivals
Wonderful UK protection
Studying curve for brand new buyers
DRIP and ISA choices
Larger month-to-month price for small portfolios
Sturdy analysis and instruments
Cell app much less detailed
Pricing
Investor Plan – £9.99/month
Tremendous Investor Plan – £19.99/month (provides decrease FX charges and extra free trades)
SIPP Account Add-On – £12/month
Every plan consists of one free commerce per 30 days.
Finest For UK Lengthy-Time period Buyers Managing Tax-Environment friendly Portfolios
Interactive Investor is finest for:
Retirement planners – Handle SIPP portfolios with low ongoing charges
Dividend buyers – Automate reinvestment for compound development
Purchase-and-hold buyers – Keep away from extreme buying and selling prices
Wealth builders – Mix international diversification with tax effectivity
Use ii’s Quickrank Device to match UK dividend shares by yield, P/E ratio, and analyst consensus. Mix it with the ii Mannequin Portfolios function to check your long-term allocation combine.
The way to Use Interactive Investor for Revenue Compounding
Allow computerized DRIP throughout your dividend shares. By reinvesting each fee, your long-term returns improve considerably by way of compounding—significantly efficient for FTSE 100 revenue shares.
Finest Alternate
Hargreaves Lansdown Screener – Gives a barely extra beginner-friendly interface and free entry to analysis instruments, best for buyers simply beginning to construct long-term portfolios.
15. Hargreaves Lansdown Screener – Trusted Simplicity for On a regular basis Lengthy-Time period Buyers
Hargreaves Lansdown (HL) is among the UK’s most revered funding platforms, recognized for its user-friendly design, wonderful buyer help, and powerful instructional content material. Its inventory screener is good for each rookies and seasoned long-term buyers who wish to discover high quality shares rapidly inside a well-known ecosystem.
Key Options
Free Entry for All HL Customers The screener is totally free for account holders, providing filters for metrics like dividend yield, P/E ratio, and EPS development. Buyers can shortlist high quality UK shares in minutes with out further price.
Built-in with ISA and SIPP Accounts HL permits direct investing out of your Shares & Shares ISA or SIPP, making it simple to execute long-term methods inside tax-efficient wrappers.
Analyst Suggestions and Analysis The screener integrates with HL’s in-house analysis and exterior analyst scores. You possibly can view purchase/maintain/promote opinions, current updates, and dividend forecasts earlier than committing.
Watchlists and Alerts Arrange alerts for worth actions or dividend bulletins and observe watchlists instantly out of your HL dashboard—best for passive monitoring.
Instructional Assets HL’s in depth studying centre helps newer buyers perceive long-term rules like compounding, diversification, and valuation.
Professionals & Cons
Professionals
Cons
Free to make use of with HL account
Restricted superior screening filters
Nice for rookies
Not appropriate for deep technical evaluation
Sturdy UK analysis protection
No export or customized system options
Seamless ISA/SIPP integration
Lacks worldwide market depth
Pricing
Platform Payment: 0.45% yearly (capped for bigger accounts)
Share Trades: £11.95 per deal, discounted for frequent merchants
Screener Entry: Free for all HL customers
Finest For UK Lengthy-Time period Retail Buyers
Hargreaves Lansdown Screener works finest for:
ISA buyers – Handle long-term holdings tax-free
Dividend seekers – Discover constant revenue shares within the FTSE 100 or 250
New buyers – Study the fundamentals whereas utilizing a trusted UK platform
Passive savers – Construct easy, diversified portfolios with confidence
Mix HL’s screener with the HL Dividend Index to seek out long-term shares providing sustainable yields and low payout ratios—excellent for constant compounding.
The way to Use HL Screener for Retirement Planning
Filter UK shares with dividend yield > 3.5%, payout ratio < 60%, and earnings development > 5%. This identifies secure, cash-generating corporations appropriate for ISA and pension portfolios.
Finest Alternate
Constancy Screener – Gives a broader mixture of UK and worldwide equities and is built-in with Constancy’s platform, making it best for buyers managing each pension and ISA accounts.
16. Constancy Screener – Sensible, Analysis-Backed Screening for ISA and Pension Buyers
The Constancy Inventory Screener is constructed into one of many UK’s most trusted funding platforms, offering data-rich filters and powerful integration with ISA and pension merchandise. Designed for severe long-term buyers, it combines Constancy’s institutional-grade analysis with a easy, dependable interface.
Key Options
Complete International Protection Constancy’s screener consists of 1000’s of shares throughout the UK, US, and international markets, permitting buyers to diversify their long-term portfolios with out leaving the platform.
Analysis Integration Every inventory is backed by detailed stories from Morningstar and Constancy analysts, providing truthful worth estimates, danger scores, and dividend projections to help well-informed funding choices.
Purpose-Primarily based Screening Filters Buyers can filter by particular long-term targets corresponding to revenue era, development, or capital preservation—best for ISA and pension planning.
Customized Watchlists and Alerts Observe favorite corporations, obtain alerts on key metrics, and monitor your funding efficiency instantly inside your account.
Tax-Environment friendly Investing Constancy’s seamless ISA and pension integration means buyers can implement their screener outcomes instantly into tax-advantaged accounts for long-term compounding.
Professionals & Cons
Professionals
Cons
Built-in with ISA and pension accounts
Restricted for superior technical evaluation
Wonderful international protection
Interface much less customisable than others
Analysis from high analysts
Lacks backtesting choices
Free to make use of for Constancy shoppers
Some instruments restricted to registered customers
Pricing
Platform Payment – 0.35% yearly (reductions for bigger portfolios)
Share Trades – £7.50 per deal
Screener Entry – Free for Constancy shoppers
Finest For Lengthy-Time period Pension and ISA Buyers
The Constancy Screener is good for:
Pension savers – Construct diversified retirement portfolios with high quality analysis
ISA buyers – Handle UK and worldwide holdings tax effectively
Conservative buyers – Concentrate on secure, income-generating corporations
Analytical buyers – Use analysis knowledge to validate long-term funding theses
Use the “High Dividend Payers” display screen to determine UK and international corporations with sturdy yields and low payout ratios. Mix this with analyst stories to substantiate sustainability earlier than shopping for.
The way to Use Constancy Screener for International Revenue Investing
Create a customized display screen combining Dividend Yield > 4%, 5-Yr Dividend Progress > 3%, and Debt/Fairness < 0.6. This yields a shortlist of financially sound, income-producing corporations for pension portfolios.
Finest Alternate
SharePad (by ShareScope) – Gives deeper evaluation of UK-listed corporations and offers historic knowledge going again a long time, best for superior UK-focused buyers.
17. SharePad (by ShareScope) – Deep Information for Critical UK Buyers
SharePad, created by ShareScope, is among the most data-rich inventory screeners constructed particularly for the UK market. Trusted by personal buyers, analysts, and even skilled fund managers, it offers deep historic knowledge, superior filters, and dependable charting that makes it an distinctive software for long-term buyers who wish to do their very own homework.
Key Options
Complete UK Information Protection SharePad covers all LSE and AIM-listed shares, ETFs, funds, and bonds, together with chosen worldwide markets. It’s constructed for many who wish to concentrate on long-term alternatives throughout the UK.
Elementary Screening Use filters like Return on Capital Employed (ROCE), P/E ratio, debt ranges, and dividend yield to determine undervalued or high-quality companies. You possibly can construct your personal customized screens or use pre-set ones impressed by high buyers.
20+ Years of Historic Information Analyse long-term efficiency and firm resilience with a long time of dependable monetary knowledge—essential for evaluating cyclical companies and dividend consistency.
Portfolio and Efficiency Instruments SharePad lets customers observe portfolios, monitor capital beneficial properties, and examine holdings towards benchmark indices just like the FTSE All-Share.
Inventory Comparability Function Rapidly examine a number of shares facet by facet throughout any metric, excellent for making assured buy-and-hold choices.
Professionals & Cons
Professionals
Cons
Finest UK knowledge depth in the marketplace
Desktop model interface feels dated
Clear historic data
Worldwide knowledge extra restricted
Nice for long-term elementary evaluation
Requires some studying curve
Dependable efficiency monitoring
No free model past trial
Pricing
SharePad – £23/month
SharePad Plus – £35/month
SharePad Professional – £59/month (consists of further knowledge and superior analytics)
All variations embrace a 30-day free trial.
Finest For UK Buyers Targeted on Lengthy-Time period Fundamentals
SharePad is ideal for:
Worth buyers – Determine mispriced UK shares with sustainable money stream
Dividend buyers – Analyse long-term payout stability
Portfolio managers – Construct diversified UK-focused portfolios
DIY buyers – Entry the identical knowledge professionals use for impartial analysis
Use SharePad’s ROCE and Free Money Move filters collectively to determine UK corporations that generate sturdy, constant returns on capital—a wonderful long-term compounding technique.
The way to Use SharePad for Dividend Investing
Apply filters for Dividend Yield > 4%, 5-Yr Dividend Progress > 3%, and Payout Ratio < 70%. Mix this with a Optimistic Free Money Move filter to shortlist dividend shares that may maintain payouts by way of downturns.
Finest Alternate
Stockopedia – One other sturdy UK-focused screener with proprietary rating metrics and easier visuals, nice for buyers who need actionable insights sooner.
18. Barchart – Quantitative Screening for Analytical Lengthy-Time period Buyers
Barchart is a strong screening and knowledge platform designed for buyers preferring quantitative evaluation and model-based investing. Though extra in style amongst merchants, its deep knowledge instruments and customized filter system make it a wonderful choice for long-term buyers looking for essentially sturdy corporations throughout international markets.
Key Options
Superior Screener Filters Barchart provides greater than 150 elementary and technical filters, together with valuation ratios, money stream metrics, and stability sheet well being. Buyers can construct multi-layered screens to isolate long-term outperformers.
Customized Technical and Elementary Alerts Set alerts for valuation thresholds, worth actions, or earnings milestones. Ultimate for monitoring when long-term watchlist shares hit your required entry level.
Historic Efficiency Charts Visualise as much as 20 years of information to guage stability, dividend development, and earnings consistency—serving to buyers keep away from short-term noise.
ETF and Sector Screening You possibly can display screen not solely particular person shares but additionally ETFs and full market sectors, helpful for rebalancing long-term portfolios.
Quantitative Rankings Every firm is mechanically assigned a Barchart Technical Opinion and Elementary Rating, which simplifies screening for buyers preferring data-led investing choices.
Professionals & Cons
Professionals
Cons
Wealthy quantitative knowledge
Interface geared in direction of energetic merchants
Nice mixture of technical + elementary filters
Restricted UK-specific options
Inexpensive paid plans
Some metrics locked behind paywall
Sturdy sector and ETF knowledge
Steeper studying curve for rookies
Pricing
Free Plan – Restricted filters and delayed knowledge
Barchart Premier – $29.95/month (provides superior filters, real-time knowledge, and alerts)
A 30-day trial is accessible for all new customers.
Finest For Information-Pushed Lengthy-Time period Buyers
Barchart fits:
Quantitative buyers – Construct long-term screening fashions with precision
Sector allocators – Determine strong-performing industries over time
Lengthy-term merchants – Mix fundamentals with timing metrics
Analytical buyers – Create layered filters for deep inventory analysis
Mix filters like EPS Progress (5-Yr) > 10%, Working Margin > 15%, and Debt/Fairness < 0.5 to determine persistently worthwhile corporations that stability development and stability.
The way to Use Barchart for Lengthy-Time period Sector Rotation
Use the ETF Screener to trace which sectors are gaining power relative to the FTSE 100. Rotating into these sectors whereas sustaining long-term holdings can subtly improve portfolio efficiency with out energetic buying and selling.
Finest Alternate
TrendSpider – Higher suited to buyers who like to enhance data-led screening with superior charting automation and technical sample recognition.
19. Wallmine – Visible Portfolio Monitoring for Lengthy-Time period Buyers
Wallmine provides a clear, visually intuitive interface that simplifies inventory screening and portfolio monitoring for long-term buyers. It combines monetary metrics, valuation insights, and portfolio evaluation instruments in a single user-friendly dashboard—excellent for buyers who like readability with out the muddle.
Key Options
Intuitive Inventory Screener Wallmine’s screener is straightforward to navigate and provides filters for valuation ratios, dividend yield, earnings development, and market capitalisation. It helps long-term buyers discover high-quality shares rapidly with out extreme complexity.
Monetary Heatmaps The platform’s signature visualisation software permits customers to see how whole sectors or corporations are acting at a look, colour-coded by valuation or efficiency metrics.
Portfolio Tracker Observe efficiency over time, monitor diversification, and calculate complete returns, together with dividends. Ultimate for long-term buyers who wish to visualise progress over a number of years.
Firm Pages and Filings Entry complete firm profiles with current SEC filings, insider trades, and valuation charts—multi function location.
Free and Accessible Wallmine’s free plan provides loads of options, making it an amazing start line for buyers who need worth with out ongoing subscription prices.
Professionals & Cons
Professionals
Cons
Free entry to detailed knowledge
Some knowledge delayed totally free customers
Lovely visible interface
Restricted superior filters
Portfolio monitoring included
No UK market focus
Integrates insider buying and selling knowledge
Not appropriate for institutional use
Pricing
Free Plan – Consists of screening, heatmaps, and portfolio monitoring
Premium Plan – $50/month (provides real-time knowledge, API entry, and additional filters)
Finest For Lengthy-Time period Visible Buyers
Wallmine works finest for:
Visible learners – Perceive efficiency traits by way of heatmaps
Dividend buyers – Observe complete return together with payouts
Passive buyers – Monitor portfolios visually with out deep analytics
International buyers – Entry worldwide market knowledge in a single dashboard
Use Wallmine’s Dividend Yield and Payout Ratio filters collectively to seek out secure revenue shares that may keep payouts by way of market volatility.
The way to Use Wallmine for Portfolio Diversification
View your portfolio through the “Sector Allocation” chart to immediately determine overexposure in a single space. Lengthy-term buyers can use this perception to progressively rebalance holdings and scale back focus danger.
Finest Alternate
Investing.com – Gives a broader vary of world knowledge and macroeconomic insights whereas sustaining free entry for informal long-term buyers.
20. TrendSpider – Automation and Evaluation for the Technically Minded Lengthy-Time period Investor
TrendSpider is finest often called an automatic technical evaluation platform, nevertheless it’s more and more in style amongst long-term buyers who use data-driven insights to refine their entry factors and observe inventory traits. Its AI-driven evaluation, mixed with sensible screening and charting, offers an edge for buyers seeking to construct wealth methodically.
Key Options
Automated Technical Evaluation TrendSpider makes use of algorithms to detect key chart patterns, development strains, and help/resistance zones mechanically—serving to long-term buyers determine optimum purchase zones with out emotional bias.
Elementary Information Integration Along with technicals, the platform now consists of elementary knowledge corresponding to earnings per share, P/E ratios, and dividend yields—providing a extra holistic screening expertise.
Multi-Timeframe Evaluation Lengthy-term buyers can view each short-term and decade-long traits concurrently. This helps in aligning timing with long-term valuation confidence.
Technique Testing Backtest screening standards or funding methods over historic knowledge to evaluate potential returns. Ultimate for buyers fine-tuning their long-term methodologies.
Sensible Alerts and Watchlists Set real-time alerts that set off when a inventory breaks long-term resistance or dips right into a desired valuation zone.
Professionals & Cons
Professionals
Cons
Automates chart and development evaluation
Primarily geared in direction of technically inclined customers
Integrates fundamentals and technicals
Pricing greater than primary screeners
Highly effective backtesting instruments
Studying curve for brand new buyers
Customized alerts save time
Restricted UK protection
Pricing
Important Plan – $44/month
Elite Plan – $87/month
Grasp Plan – $131/month Every plan features a 7-day free trial and limitless backtesting entry.
Finest For Lengthy-Time period Buyers Utilizing Information and Timing Collectively
TrendSpider is ideal for:
Lengthy-term buyers refining entry timing – Mix valuation with development affirmation
Tech-savvy buyers – Automate analysis and display screen 1000’s of shares
Portfolio managers – Determine constant shopping for alternatives throughout a number of holdings
Analytical buyers – Mix technical and elementary fashions for precision
Pair TrendSpider’s computerized trendline detection with a elementary screener like Stockopedia. Use it to time your buys solely when a essentially sturdy inventory breaks by way of long-term resistance—a technique that reduces danger and will increase compounding potential.
The way to Use TrendSpider for Lengthy-Time period Portfolio Rebalancing
Arrange multi-timeframe alerts on your key holdings. When a inventory trades above a serious long-term resistance degree, use it as a possible rebalance set off—both to trim earnings or reinvest in undervalued positions.
Finest Alternate
TradingView – Ultimate for many who desire a comparable degree of technical sophistication however with higher neighborhood insights and international inventory protection.
The Proper Inventory Screener Can Form Your Lengthy-Time period Success
Selecting the finest inventory screener for long-term investing depends upon your model, targets, and the depth of study you favor. In order for you a UK-focused, essentially sturdy software, Stockopedia or SharePad are unbeatable decisions. For international diversification, GuruFocus, Morningstar Direct, and Searching for Alpha Premium provide unmatched knowledge high quality. In the meantime, eToro and Hargreaves Lansdown function wonderful entry factors for these looking for simplicity and reliability.
Lengthy-term investing isn’t about reacting to short-term information — it’s about consistency, compounding, and readability. The appropriate inventory screener offers you the perception to make knowledgeable, assured choices for many years to come back.
At Pearl Lemon Make investments, we’ve helped a whole lot of UK buyers develop data-backed methods utilizing a mix of clever instruments, disciplined screening, and portfolio diversification. Whether or not you’re constructing an ISA portfolio, planning for retirement, or managing a multi-asset funding plan, our knowledgeable workforce may help you create a technique that matches your targets.
How Pearl Lemon Make investments Can Help Your Lengthy-Time period Funding Technique
At Pearl Lemon Make investments, we concentrate on serving to buyers make smarter, data-supported choices that stand the check of time. Our companies embrace:
Customized Portfolio Technique Growth – We design long-term funding plans utilizing the suitable screeners and danger metrics.
ISA & SIPP Portfolio Steerage – Construct tax-efficient funding portfolios for sustainable compounding.
Market Analysis & Inventory Screening – Entry professional-grade inventory evaluation aligned together with your private targets.
Ongoing Efficiency Critiques – We observe outcomes, rebalance holdings, and adapt methods to market circumstances.
1-to-1 Investor Consultations – Focus on your aims with our funding specialists and develop a plan tailor-made to you.
Able to construct a better, extra disciplined funding technique? Schedule a session with Pearl Lemon Make investments right now and begin placing your cash to work intelligently.
FAQs
What does Pearl Lemon Make investments concentrate on? Pearl Lemon Make investments focuses on long-term wealth creation by way of data-backed funding methods. We mix market analysis, portfolio administration, and inventory screening instruments to assist shoppers obtain sustainable development.
How does Pearl Lemon Make investments help with portfolio growth? We work carefully with shoppers to construct customised portfolios based mostly on their monetary targets, danger tolerance, and time horizon. Our workforce integrates dependable inventory screeners, sector evaluation, and diversification rules to construction a balanced funding plan.
Can Pearl Lemon Make investments assist with ISA and SIPP investments? Sure. We provide customized ISA and SIPP portfolio methods to benefit from UK tax-efficient funding choices whereas making certain constant, long-term compounding returns.
Does Pearl Lemon Make investments handle investments instantly? Whereas we don’t act as a standard fund supervisor, we advise and information buyers in structuring, deciding on, and monitoring their very own investments utilizing confirmed analysis frameworks and evaluation instruments.
What makes Pearl Lemon Make investments completely different from different funding consultants? We mix in-depth market evaluation, superior screening expertise, and personalised technique periods. Our method focuses on long-term monetary independence moderately than short-term hypothesis.
How can Pearl Lemon Make investments assist new buyers? We educate new buyers on find out how to use inventory screeners successfully, perceive market fundamentals, and construct disciplined, goal-driven portfolios that develop steadily over time.
Do you provide one-on-one funding consultations? Sure. Shoppers can guide a private session to debate their present portfolio, monetary targets, or market considerations. Every session consists of sensible steerage and data-backed suggestions.
What instruments and assets does Pearl Lemon Make investments use for analysis? Our consultants use top-tier instruments corresponding to Stockopedia, Morningstar, and TradingView, alongside proprietary screening fashions, to ship thorough market insights and strategic readability.
Can Pearl Lemon Make investments help companies or funding golf equipment? Sure. We work with each particular person buyers and organisations corresponding to funding golf equipment or small corporations, serving to them arrange structured screening, monitoring, and diversification processes.
How do I get began with Pearl Lemon Make investments? You possibly can schedule a session by way of our web site. We’ll assess your aims and design a long-term funding plan constructed on confirmed analysis and portfolio technique rules.
