A modern research terminal for investors, advisors, and family offices.
Research markets, share analysis inside your organization, and message privately — one desk, without a Bloomberg bill.
Everything in One Platform
23 powerful modules covering company research, options, filings, charting, screening, portfolio management, team collaboration, and live market intelligence.
Research & Analysis
Company Description
Real-time stock prices, key statistics, financial summary, dividend history, management profiles, and corporate overview. Analyst estimates with price targets, earnings surprises, and dividend calendar.
Ownership Analysis
Institutional holders, insider transactions, geographic and type breakdown. Track Vanguard, BlackRock, Berkshire and monitor executive buying and selling activity.
Financial Analysis
Income statement, balance sheet, and cash flow statements with 20+ financial ratios. Multi-year comparison with full financial data.
SEC Filings
Instant access to 10-K, 10-Q, 8-K, Form 3/4/5, 13F, SD, 144 filings. 40+ filing types with direct document links and smart categorization.
Advanced Charting
Advanced charting with MA50/MA200 overlays, candlestick patterns, multiple timeframes (1d to 5y), and full technical indicator toolkit. Save/load chart templates.
Supply Chain Intelligence
Interactive graph of customers, suppliers, and partners mined from SEC 10-K filings. Wikidata enrichment and Wikipedia context for 15+ connected entities.
Advanced Analytics
Five powerful tools: Short Interest (shares short, ratio, % float), Insider Trading (Form 4), 13F institutional & mutual-fund holdings with shares, value, and ownership change, COT Report, and Congress Trading tracker.
Stock & ETF Screener
Screen the full U.S. equity and ETF universe — not a fixed watchlist. One-click presets (growth, value, blue chips, high dividend, major-index ETFs, and more), custom filters, a safe formula language (e.g. pe < 15 and growth > 20), sort and paginate results, save screens, and export to CSV.
Scatter Plot
Plot valuation vs performance across a large U.S. equity universe — P/E, P/B, P/S against growth, ROE, and related metrics. Filter by Yahoo sector, color-code by industry group, and explore hundreds of names with interactive hover tooltips.
Analyst Estimates
Price targets with mean, high, and low consensus. Analyst recommendations (buy/hold/sell), EPS estimates, and revenue estimates for the current and next fiscal years.
Company News Feed
Latest news articles for any ticker. Up to 20 articles with publisher, timestamp, and summary. Market-wide news also available.
Dividend Calendar
Dividend yield, rate, payout ratio, ex-date, and payment date. Full dividend history table with quarterly breakdown. Track income from your portfolio holdings.
Earnings Calendar
Live earnings calendar with company names, timing (BMO/AMC), EPS estimates, reported EPS, and surprise % — surfaced in the terminal day calendar alongside IPOs and splits for the date you select.
Hedge Fund Reports
One click produces a professionally typeset, multi-section hedge-fund research memo: live call and conviction, thesis, published consensus scenarios, portfolio impact, factor scores, SEC filings, risk, invalidation, and a full decision trace. Available on Professional and Enterprise.
Economic Calendar
Day-by-day market calendar in the top bar: earnings, IPOs, stock splits, and economic / government data releases. A red badge marks days with events; open the month view to browse other dates and see only that day’s releases.
Trading & Monitoring
Options Chain & Flow
Live options chain with real-time streaming data. Detect large trades above $100K with buy/sell direction analysis and hedge fund style commentary.
Portfolio Tracking
Your book, not the researched ticker. Create multiple portfolios, add holdings with live last price and cost basis, then track market value, unrealized gain/loss, weighted dividend yield, position weights, and live quotes — with refresh and per-holding delete.
Market Dashboard
Five live market sections in one view: World Indices, Commodities, Bonds, Sectors, and Trending ETFs — refreshed automatically.
Multi-List Watchlists
Create unlimited watchlists with drag-drop ticker management. Real-time price refresh every 30 seconds. Click any ticker to jump directly to its DES view.
ADR / Global Markets
Track 20 American Depositary Receipts and a country-level global market overview in a single table.
Collaboration & Live
Organizations
Create teams, invite members by username, and assign roles — boss, manager, trader, or analyst. Manage member access and team structure from one place.
End-to-End Encrypted Messaging
Direct and organization chat encrypted in the browser before it is sent — the server never sees plaintext. Share PDFs, images, Excel, and other files the same way (ciphertext only). History stays available when the other person is offline; delete a conversation to wipe messages and attachments from the server.
Live TV Channels
Watch live business channels and market news streams right inside the terminal. Single-channel viewing or a 4-channel grid window for full market coverage.
23 modules and counting — all accessible from a single interface.
Start Free TrialStart with a research page, not the homepage
Most visitors land here first. These three guides take you into a screener workflow, a terminal comparison, and the dividend yield formula Google already shows you.
Explore public stock pages
Live quotes, fundamentals, and filings on any US ticker — no login required on public pages.
Bloomberg Terminal alternatives
What a research terminal actually has to cover in 2026, and where Vest Terminal fits.
Dividend yield meaning
TTM vs forward yield, why a high number is often a falling price, and how to read a ticker’s dividend page.
Vest Terminal stock research screenshots
Real product screenshots of the Vest Terminal financial research platform — company description, ownership, options, fundamentals, charts, supply-chain map, short interest, portfolio tracking, and hedge-fund-style research reports.
Company description for Alphabet (GOOGL)
DES screenshot of Vest Terminal’s equity research view for GOOGL: company profile (sector, industry, employees, 52-week range), business summary, analyst price target and BUY consensus, EPS and revenue estimates, and dividend yield details.
Ownership analysis for GOOGL
OWN screenshot of institutional ownership for Alphabet Inc.: top holders such as BlackRock and Vanguard, recent insider sell activity, geographic ownership mix, and ownership-type breakdown in Vest Terminal.
GOOGL options chain and large trades
OPS screenshot of Vest Terminal’s options desk for GOOGL: live large call/put trades with buy/sell side and notional value, plus the calls options chain with strike, last, change, bid, ask, volume, and open interest.
GOOGL financials and key ratios
FA screenshot of Vest Terminal fundamentals for Alphabet Inc.: valuation, profitability, liquidity, leverage, per-share and growth ratios, with a multi-year income statement below the ratio grid.
GOOGL one-year daily price chart
CHART screenshot of Vest Terminal’s price graph for GOOGL: one-year daily candlesticks with volume, price scale, and the terminal ticker header for Alphabet Inc. NASDAQ.
GOOGL supplier and customer map
RELATIONSHIPS screenshot of Vest Terminal’s supply-chain map for Alphabet Inc.: competitors, suppliers, customers, and financial partners visualized from SEC filing relationships, with a color legend for each node type.
Advanced analysis for GOOGL
ANALYSIS screenshot of Vest Terminal’s research suite for Alphabet Inc. The module includes Short Interest, Insider Trading, 13F Filings, COT Report, and Congress Trading — the view shown highlights short interest metrics (shares short, short % of float, short ratio, and month-over-month change) with the other analysis tabs available in the same workspace.
Live portfolio tracker with yield, weights, and P&L
PORTFOLIO is your own book — independent of the ticker in the header. Create and switch portfolios, add holdings with live last price and cost basis, then follow market value, unrealized gain/loss, weighted dividend yield, and percent-of-portfolio bars. The table lists Description, Symbol, Quantity, Price, Value, Yield, Unrealized Gain/Loss $ and %, and Percent of Portfolio, with LIVE quotes, refresh, and per-holding delete. Non-payers show a dash in Yield.
Institutional hedge-fund research memo for GOOGL
REPORT screenshot of Vest Terminal’s professionally prepared hedge-fund research memo for Alphabet Inc. — a detailed, print-ready decision document rather than a one-page summary. The live call, conviction, and last print sit above a full thesis, published-analyst consensus scenarios, portfolio impact, factor scores, SEC filings, risk and invalidation, a decision trace, and data-quality notes, all assembled from live terminal modules.
Simple, Transparent Pricing
Start free and scale up when you need more. No hidden fees, cancel anytime.
- 10 stock data queries / day
- Company description (DES) + ownership (OWN)
- Financial analysis (FA)
- SEC filings viewer (10/day)
- Basic charting
- 1 portfolio + 2 watchlists
- Organizations, E2E-encrypted messaging & live TV
- Unlimited stock & ETF queries
- All views: DES, OWN, OPS, FA, FILINGS, CHART
- Options chain + live stream + AI flow analysis
- Supply chain intelligence map
- Insider + Congress + 13F + COT analytics
- Full-universe stock & ETF screener (presets, formulas, CSV)
- Scatter plot across U.S. equities + analyst estimates
- Company news + dividends + market day calendar
- Unlimited watchlists & portfolios
- Bonds & yield curve data
- Priority email support
- Everything in Professional
- Unlimited team collaboration
- All live TV channels & 4-channel grid view
- Advanced organization management & roles
- Shared watchlists & portfolios
- Data export (CSV, JSON)
- Dedicated onboarding
- VIP priority support
Full Feature Comparison
| Feature | Starter | Professional | Enterprise |
|---|---|---|---|
| Research & Analysis | |||
| Stock Data Queries | 10/day | Unlimited | Unlimited |
| Company Description (DES) | ✓ | ✓ | ✓ |
| Ownership Analysis (OWN) | ✓ | ✓ | ✓ |
| Financial Analysis (FA) | ✓ | Full | Full |
| SEC Filings | 10/day | Unlimited | Unlimited |
| Advanced Charting | Basic | Full | Full |
| Options Chain & Flow (OPS) | — | Live + AI | Live + AI |
| Supply Chain Map | — | ✓ | ✓ |
| Advanced Analytics (Insider / 13F / COT / Congress) | — | ✓ | ✓ |
| Stock & ETF Screener | — | ✓ | ✓ |
| Scatter Plot | — | ✓ | ✓ |
| Analyst Estimates | — | ✓ | ✓ |
| Hedge Fund Reports | — | ✓ | ✓ |
| Economic Calendar | ✓ | ✓ | ✓ |
| Company News Feed | — | ✓ | ✓ |
| Dividend Calendar | — | ✓ | ✓ |
| Earnings Calendar | — | ✓ | ✓ |
| Bonds & Yield Curve | — | ✓ | ✓ |
| Trading & Monitoring | |||
| Portfolio Tracking | 1 portfolio | Unlimited | Unlimited |
| Market Dashboard (Indices / Commodities / Bonds / Sectors / ETFs) | 3 sections | All 5 | All 5 |
| ADR / Global Markets | ✓ | ✓ | ✓ |
| Watchlists | 2 lists | Unlimited | Unlimited |
| Collaboration & Live | |||
| Organizations & Member Roles | ✓ | ✓ | Unlimited |
| End-to-End Encrypted Messaging | ✓ | ✓ | ✓ |
| Live TV Channels | ✓ | ✓ | 4-channel grid |
| Support | |||
| Team Members | 1 | 1 | Unlimited |
| Support Level | Community | Priority Email | VIP Priority |
Stay Ahead in Financial Analysis
Create a free account now, invite your team, and tap into live markets — all from one terminal.
Create Free Account