# Terminal Investor Software Pricing, Alternatives & More 2026 | Capterra > With the help of Capterra, learn about Terminal Investor Software - reviews, pricing plans, popular comparisons to other Financial Services products and more. Source: https://www.capterra.com/p/10045139/Terminal-Investor --- # Terminal Investor Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on June 11, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Features](#features)[Pricing](#pricing)[Support](#support) Terminal Investor ## What is Terminal Investor? Terminal Investor is stock screening software that identifies undervalued securities using value investing principles. It analyzes over 5,000 stocks daily on NYSE, NASDAQ, and AMEX, applying a 13-criterion scoring system based on Graham-Buffett methodology. The software scans markets in real time, evaluating metrics like price-to-earnings ratios, debt levels, cash flow, and growth indicators. The platform delivers AI-ranked stock picks with confidence scores before market open. It screens ETFs with a 10-criteria framework and evaluates bond ETFs with a safety-first approach, excluding high-yield securities. PDF reports are generated for each screening run, with automated email delivery. Users can customize screening parameters, select exchanges, timeframes, and geographic markets, including international stocks. The platform supports single-ticker analysis for research and API integration for proprietary systems. An archive of reports and logs is maintained for monitoring execution. ## What is Terminal Investor used for? [Financial Services](https://www.capterra.com/financial-services-software/) Overall rating Based on 0 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Starting price $29 Flat Rate, Per Month Free trial available Includes Free Version Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for Terminal Investor?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=https://app.terminalelearn.com/&name=Terminal Investor) ## Features Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically. Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges API Application programming interface that allows for integration with other systems/databases Asset Lifecycle Management Manage assets throughout their lifecycle to optimize profit Audit Trail A record of all activities within the system, including user access, changes made, etc. Terminal Investor 31 features Dashboard to view the status of ongoing processes, identify current incidents and track past activities A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Application programming interface that allows for integration with other systems/databases Manage assets throughout their lifecycle to optimize profit A record of all activities within the system, including user access, changes made, etc. Create, manage, and send invoices or bills to customers Track and manage schedules and meetings via an integrated calendar Track and manage adherence to policies for any service, product, process, or supplier Accept and process credit card transactions Alter the layout and content of reports Import and export data to and from software applications Graphical representation of data Electronically collect payments for goods or services Evaluate units, projects, budgets, and other finance-related data to gauge their performance and potential risk Plan, manage, and track the financial activities of an individual or organization Financial services institutions such as traditional banks, hedge funds, investment banks, and insurance agencies. Form predictions based on past and present data/trends Identify and prevent suspicious activity Use AI to generate content in the form of text, images, videos, etc. Creation, processing, verification, and execution of invoices till the payment is made Organize and manage the accomplishments and development of employees or performance of applications or systems Receive data and information in real time View and track pertinent metrics to find patterns and gain insights from data Process of identifying, evaluating, mitigating, addressing and reporting on potential risks or uncertainties Set & manage permission levels based on user roles and restrict access to only authorized individuals Securely stores data to prevent data loss or breaches Set up connections to third-party platforms to improve business processes Record of all transactions such as purchases, deposits, withdrawals and transfers within a specific period Monitor or audit historical and current transactions to analyze customer account activities Create, design and manage workflows for repetitive tasks Get Advice We can help you find the software with the features you need. ## Pricing Free Trial Free Version Free Trial $0.00 It includes: - 1 screen/day - Stock screening - Daily Top 100 - NYSE + NASDAQ markets - 5 AI-analyzed picks - Last 5 PDF reports Starter $29.00 Flat Rate,Per Month It includes: - 3 screens/day - Stock screening - NYSE + NASDAQ markets - 5 AI-analyzed picks - Last 5 PDF reports - Email delivery - Single Ticker Research (counts toward daily limit) Pro (Most Popular) $79.00 Flat Rate,Per Month It includes: - 5 screens/day - Stock screening - NYSE + NASDAQ + AMEX markets - 5 AI-analyzed picks - Last 5 PDFs + Email delivery - Single Ticker Research (counts toward daily limit) - ETF screening only (no Bond screening) Advanced $149.00 Flat Rate,Per Month It includes: - 8 screens/day - Stock screening - NYSE + NASDAQ + AMEX markets - 5 AI-analyzed picks - Last 5 PDFs + Email delivery - Single Ticker Research (counts toward daily limit) - ETF + Bond screening Analyst $199.00 Flat Rate,Per Month It includes: - Unlimited screens/day - Stock screening + International markets - 5 AI-analyzed picks - Last 5 PDFs archived - Single Ticker Research (counts toward daily limit) - ETF + Bond screening - Email delivery Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.