Finbox
finbox.com
Fundamental research toolbox with pre-built valuation models, a global stock screener and a spreadsheet add-in, priced by region, exports sold extra.
What it is
Finbox is built for investors who value companies themselves rather than read someone else's conclusion. Each stock has pre-built valuation models, such as unlevered discounted cash flow and dividend discount models, whose outputs are averaged into a Finbox fair value estimate. The models can be edited and exported to Excel or Google Sheets with their formulas intact, so you can check how free cash flow, discount rates and enterprise value were worked out. DCF models are switched off for banks and other financial companies, where they do not fit.
Alongside the models are a stock screener that can filter on those fair value estimates and a large library of financial metrics, watchlists and idea lists. An Excel and Google Sheets add-in pulls quotes, historical financials, ratios and fair values into your own spreadsheets through a single =FNBX() formula. Finbox has described its screener as covering more than 100,000 stocks on 135+ exchanges.
Plans are built by region. Finbox's help center says the Starter plan costs $120 a year and covers every tool for stocks on US exchanges; other regions and a Data Boost (needed for exporting from the screener, watchlists and models) are added on. The Professional plan includes all regions and exports. Both can be paid monthly or yearly, and new accounts start with a fully functional trial. The main site renders its pricing in the browser, so we could not read the full price list.
Key features
- Valuation models
- Pre-built DCF and dividend discount models for each stock, combined into a fair value estimate; DCF is disabled for banks and financials.
- Model export
- Export any model to Excel or Google Sheets with all formulas kept, to audit or modify the assumptions.
- Stock screener
- Screen global stocks on financial metrics and on Finbox's fair value estimates.
- Spreadsheet add-in
- The =FNBX() function brings quotes, historical financials, ratios and fair values into Excel or Google Sheets.
- Watchlists and ideas
- Track companies and browse idea lists built from screener criteria.
- Regions and Data Boost
- Coverage is bought by region, and a Data Boost add-on enables exports across the regions in your plan.
Pricing
| Plan | Price | What you get |
|---|---|---|
| Starter | $120/yr | All tools for US-listed stocks; regions and Data Boost exports added separately |
Starter price is from Finbox's help center; the pricing page renders in the browser and we could not read it, so the Professional plan price (all regions, exports included) and monthly prices are not listed here. New accounts start with a trial.
Free option: New accounts start with a fully functional trial. We could not confirm what, if anything, stays free after it ends.
Checked September 25, 2026 on help.finbox.com. Prices change; confirm on the provider's site before you subscribe.
Strengths
- Valuation models you can open, edit and export with formulas intact
- Spreadsheet add-in for building your own models on Finbox data
- Global coverage for investors outside US markets
- Low entry price for US-only coverage
Limitations
- Exports need a Data Boost add-on on the Starter plan
- Coverage beyond US exchanges is priced per region
- DCF models are not available for banks and financial institutions
- Fundamentals-focused: no real-time charting, flow or options tools
Good fit for
- Fundamental investors who build or audit their own DCF models
- Spreadsheet users who want financial data pulled into Excel or Google Sheets
- Investors screening on valuation rather than price action
Look elsewhere if
- Short-term traders who need real-time data or technical tools
- Investors who want written analyst reports rather than models
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Finbox questions
How much does Finbox cost?
Finbox's help center lists the Starter plan at $120 a year for US-listed stocks, with other regions and exports added on. The Professional plan includes all regions and exports; check the site for its current price.
Can I export Finbox models to Excel?
Yes. Models export to Excel or Google Sheets with formulas intact. Exporting from the screener and watchlists requires a Data Boost on the Starter plan.
Does Finbox cover non-US stocks?
Yes, by region. Starter covers US exchanges, and other regions are added separately or included in the Professional plan.
Does Finbox have an Excel add-in?
Yes. The =FNBX() function pulls quotes, financials, ratios and fair value estimates into Excel or Google Sheets.
Written from Finbox's own website and documentation. All Trading Tools lists and compares tools; it does not recommend trades or give financial advice. Sources: finbox.com, finbox.com/pricing, help.finbox.com/hc/en-us/articles/4406100611985-Starter-Plan-Explained, help.finbox.com/hc/en-us/articles/4406061836305-What-Is-A-Data-Boost, help.finbox.com/hc/en-us/articles/4405871283729-Working-With-Financial-Models, finbox.com/blog/the-finbox-fair-value.