TIKR Review 2026: Data, Pricing, Free Plan Limits

TIKR is a fundamentals research terminal built on S&P Global CapitalIQ data, and its pitch is financial statement depth and analyst detail at a price well under a professional data terminal. It is not a portfolio tracker, does not connect to a brokerage, and does not do tax work of any kind. Everything below was checked against TIKR's own site in September 2026.

If the question is whether to leave TIKR rather than whether to start, the TIKR alternatives post covers that ground. This one is about the product itself.

What TIKR is

TIKR's data is "powered by S&P Global CapitalIQ on 100,000+ stocks across 92 countries and 136 exchanges," per its homepage, with up to 30 years of historical financial information available on its top plan. The product is built around three jobs: a global screener, deep financial statement history with a valuation builder for modeling, and a library of earnings call and conference transcripts. TIKR also tracks positions disclosed by more than 10,000 investors, including company insiders and hedge funds, described on its homepage as investor tracking. More than 500,000 investors use the platform, per the same page, and signing up for the free tier requires no credit card.

Who it fits

The fit is someone doing fundamentals work who wants long financial history and analyst estimates without paying for a full data terminal, and who is comfortable reading statements and models rather than a chart. TIKR does not manage a portfolio and does not connect to a brokerage account, so it fits alongside a separate tracker rather than in place of one. Someone who wants a single live number for what they currently hold, or who wants tax paperwork at year end, needs a different product for that half of the job.

The depth also suits someone building an investment case from the ground up rather than skimming headlines: pulling a decade of statements, checking how management described a quarter on the call, then modeling a few scenarios before deciding whether the thesis holds. That workflow is what TIKR is built around, and it is a different task from watching an existing position day to day.

Screener and valuation modeling

TIKR's homepage describes screening "100,000+ global stocks" against "thousands of filterable metrics," including country, industry, financial ratios, Wall Street analyst forecasts, valuation multiples and growth rates. The number of saved screens a screen configuration can be stored as is one of the figures gated by plan, covered below. Alongside the screener sits a Valuation Builder, described on the same page as a set of "custom modeling tools for forecasting future stock values," which is where the financial history and analyst estimates feed into a user's own model rather than a canned one TIKR hands back.

Data coverage and financial history depth

Coverage and history both scale with the plan, per TIKR's pricing page. The Free plan is US-only, with 5 years of financial history and 8 quarters. Plus unlocks what TIKR calls full global data and extends history to 10 years and 20 quarters. Pro holds the same 10-year window but extends to 40 quarters. Ultimate reaches 30 years of history and 40 quarters. The jump from Free to Plus is the one that matters most for anyone outside the US: without it, TIKR is a US-only tool.

Estimates and the transcript library

Earnings call and conference transcript access is tiered separately from financial history, per the pricing page: 90 days on Free, 1 year on Plus, 10 years on Pro, and full history on Ultimate. That 90-day window on Free is narrow enough that it rules out reading how a management team described conditions even one full earnings cycle ago, which is the kind of comparison a transcript library is usually for. Analyst estimates follow a similar climb: 1 year on Plus, 4 years on Pro, and 5 years on Ultimate. Investor and fund position tracking is capped at the top 40 names on Plus, the top 150 on Pro, and opens to more than 10,000 on Ultimate. Saved screens run 1, 10, 30 and unlimited across the four tiers, and custom newsfeeds run 1, 5, unlimited and unlimited.

Support and account terms

Support also scales by tier, per TIKR's pricing page: standard support on Free, priority support from Plus up. Creating a Free account needs no credit card, and every paid plan, including the first month of Plus, Pro or Ultimate, carries a 14-day money-back guarantee, so a paid tier can be tried and refunded before committing to a year of it.

Pricing

Prices from tikr.com/pricing, quoted in USD, as of September 2026. All plans carry a 14-day money-back guarantee, per the same page.

TIKR does not publish a discounted annual rate alongside the monthly one on its pricing page; the table above reflects monthly billing only. If these figures have moved since September 2026, TIKR's own pricing page is the source of record.

Where it stops

No portfolio connection. TIKR's pricing and feature pages make no mention of brokerage connections or live portfolio tracking; a "Monitor Your Portfolio" feature named on the pricing page is not detailed further, and nothing describes syncing an actual brokerage account. It is a research surface, not a place positions live and update.

No charting depth. TIKR's own materials describe chart history in years and quarters, the same figures that describe financial statement depth, rather than a separate charting toolset with technical studies or a trading-grade chart. Anyone charting price action for entries and exits needs a dedicated charting tool.

No tax work. Nothing on TIKR's pricing or feature pages describes tax reports, capital gains tracking or tax-loss harvesting. TIKR prices a security and models its financials; what happens in an account after a trade is outside its scope entirely.

Alternatives

TIKR's closest competitors are other data-heavy research terminals aimed at individual fundamentals investors rather than traders. The best TIKR alternatives post compares those directly on coverage and price. Koyfin is the single closest match in ambition, global coverage and price point, and is worth reading on its own for anyone deciding between the two. Stock Rover sits nearby too, but its own coverage stops at US and Canadian listings, which is exactly the border TIKR's paid plans cross with global data and a much longer transcript library in exchange.

The adjacent job

I build Helm Terminal, so weigh this next paragraph with that in mind. It does not compete with TIKR's job: it has no global screener, no decades-deep statement history, and no transcript library. What it does instead is watch the positions someone already has, read-only across every linked US brokerage account, for concentration, earnings exposure and tax-loss opportunities with wash-sale screening, on the Free plan. Someone building a valuation model on a new name is in TIKR. Someone checking what an existing position is doing to their portfolio this week is looking at a different job.

Verdict

TIKR fits a fundamentals investor who wants long financial history, analyst estimates and a transcript library at a price well under a full data terminal, and who is comfortable with the Free plan's US-only ceiling until upgrading. Plus is the plan that actually opens global coverage, which is the reason most non-US-only users end up there rather than staying on Free. The product does not manage a portfolio, does not connect to a brokerage, and does not touch tax reporting at all, so it pairs with a separate tracker rather than replacing one. Nothing here is financial advice. Prices and plan limits were checked on tikr.com in September 2026 and change; TIKR's own pricing page is the source of record.

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