Atom Finance Review: Is It Really a Legit Research Tool?

Some investors would rather step aside and let the experts manage their money.

Other investors like to take matters into their own hands.

If you are in the latter category, that is excellent news because it is an exciting time to be a stock market investor.

Why is it an excellent time to be an investor, you ask?

Because we are living in the golden age of stock market investing.

Today, there is unlimited information, which everyone can access…

…well, with the right tools.

If you do not have the right tools, you may be out of luck!

However, if you want to invest like the pros, there is a multitude of investment research tools out there.

Two of the most popular tools on the market are Yahoo Finance and Bloomberg Terminal.

But there are also a host of other platforms to choose from.

Unfortunately, platforms like Yahoo Finance and Google Finance are ill-equipped to meet your needs.

On the other hand, platforms like Bloomberg, CapIQ, and Factset will cost you an arm and a leg.

If only there were an investment research platform that is both:

  1. Accessible; and
  2. Useful.

Because investment research tools are too essential to lack the innovation and accessibility we enjoy in other areas of finance.

For example, it once cost  anywhere from hundreds to thousands of dollars to invest your money.

Today, you can trade stocks and manage your portfolio for free, on platforms like Robinhood and Webull.

If Robinhood and Webull can give you $0 stock trades…

…Atom Finance can also provide $0 investment research!

You can access Atom’s financial modeling, portfolio tracking, news analysis, benchmarking, and discussion tools at no cost to you.

Atom Finance disrupts how financial media and reporting is consumed by you, the investor.

So, don’t get left behind…

…find out how Atom Finance can keep you ahead of the game!

This Atom Finance review will include the following:

  • Overview
  • Features
  • Benefits

Are you ready?

Let’s get into our Atom Finance review!

Atom Finance Overview

Atom Finance is a Brooklyn-based fintech company building the future of investment research.

What does the future of investment research look like?

The future is two-fold:

  • Modernization of investment research tools through an intuitive and easily-accessible platform; and
  • The democratization of access to institutional-quality investing tools once available only to investment professionals.

Surprisingly enough, the future of investment research is not here yet. Eric Shoykhet, Founder and CEO of Atom Finance, said it best:

“Right now, investors are stuck between researching via overpriced, clunky institutional platforms or through low-quality retail investor websites. We believe there is an opportunity to build a best-in-class investment research platform that caters to both sophisticated professionals and the mass market.”

Shoykhet saw and seized the opportunity to “level the trading floor.”

Even the best-in-class platforms lacked the usability that we’ve come to enjoy with consumer mobile apps.

In fact, Atom Finance claims that “Bloomberg hasn’t made a significant change to its central product offering since 1982.”

Fortunately, our long wait for change has come to an end.

Atom Finance has got you covered.

Atom Finance Features

We wouldn’t have an Atom Finance review without discussing the features.

Atom Finance is available on the web, iOS, and Android apps.

Now, you can make informed investment decisions with cutting-edge investment research tools.

These platforms offer five products, which work together to guide your investing decisions with simplicity.

Sandbox

Ready to model a company in seconds?

You can create financial models instantly, pre-populated with consensus projections, and recalculate on the fly as you change assumptions.

Financials are always up-to-date when you go back to them.

These financial models are created directly in the platform and do not require you to export data to a spreadsheet.

This allows you to save time and prevent the manual refresh when there is new information.

With Sandbox, version control is now a thing of the past.

Portfolio

atom-finance-portfolio

Atom Finance makes managing your portfolio a breeze.

You can track all your investment accounts in one place, in real-time.

Once you link your accounts, you will be able to see the following:

  • Real-time profit and loss statements;
  • Returns;
  • Holdings;
  • Trades; and
  • Portfolio statistics.

X-Ray

atom-finance-xray

Could you use a financial research search engine?

With X-Ray, you can instantly uncover references to keywords and filter by company or sector within:

  • Atom Finance’s trove of news;
  • SEC filings; and
  • Transcripts and analysis.

Compare

This tool provides you with benchmarking tables for comparing companies and sectors.

Collaborate

When it comes to investing, one of your best assets is your network.

The “Collaborate” feature provides access to discussion boards and group chats.

With these options, you can share insights with your fellow investors.

Other Features and Benefits

On top of its five main features, here are the other benefits exclusive to Atom Finance members:

Brokerage Integration

Track all your investment accounts in one place, in real-time.

Institutional-Quality News

See the stories that matter for any company, sector, industry, or topic, all in real-time.

Analyst Estimates

Get access to detailed consensus estimates, aggregated from analysts across the Street.

Historical Financials

Take a deep dive into corporate performance with a trove of historical financial data.

SEC Filings

Atom aggregates and organizes filings, so you don’t have to.

Event Transcripts

Keep a pulse on corporate statements with earnings and event transcripts.

Market Commentary

Our pre-, mid- and post-market briefings cover earnings, M&A, macro, and more.

Professional Community

Collaborate with other investors using Atom’s instant chat. Discuss one-on-one or with a group.

Real-time Quotes

Delayed prices are not acceptable. Quotes on Atom are displayed in real-time.

Custom Alerts

Create custom alerts for your stocks and your portfolio.

How to Get Started

If you are ready to become a better investor…

…it’s time to get started with Atom Finance.

Here is how you get started:

Step 1: Download the mobile app (or access via web) and sign up for a free Atom Finance account.

Step 2: Link your investment accounts or create a personal stock watchlist.

Step 3: Receive a customized experience with real-time quotes, market briefings, price alerts, exclusive news, and more.

As a reminder, your account is totally free.

The only investment is five minutes of your time.

Final Thoughts

And thus, our Atom Finance review is over.

But we are not prepared to throw you out in the cold…yet.

So, let’s recap.

Atom Finance is challenging the investment tools we have settled for in the past, such as Yahoo Finance (lacking) and Bloomberg (expensive).

So, what is the result?

Atom Finance provides a delightfully, more straightforward product that offers:

  • The depth of information you need to make informed decisions; and
  • The price tag you need to avoid breaking the bank.

Since its inception, the platform is gaining traction with 100,000+ new users.

The company is growing fast, which says something about how users feel about it.

The product is excellent for new and non-professional investors who want to manage their own investments.

Even if you are not a new investor, you may benefit from cost savings of this service.

The intuitive platform does not skimp on the information needed to make informed investment decisions.

On top of that, Atom Finance offers this for FREE to all users.

So, what do you have to lose?

Sign-up for Atom Finance today!

Do you already have experience with Atom Finance?

Do you prefer an alternative investment research tool?

Let us know with a comment below!

 


The Best Stock Newsletters as of June 29, 2025

Ranking of Top Stock Newsletters Based on Last 3 Years of Stock Picks

We are paid subscribers to dozens of stock newsletters. We actively track every recommendation from all of these services, calculate performance, and share the results of the top performing stock newsletters whose subscriptions fees are under $500. The main metric to look for is "Excess Return" which is their return above that of the S&P500. So, based on last 3 years ending June 29, 2025:

RankStock NewsletterStock
Picks
Average
Return
Excess
Return
Percent
Profitable
Max %
Return
1.Seeking Alpha logo
Alpha Picks
7663%40%73%969%
Summary: 2 picks/month based on Seeking Alpha's Quant Rating; Retail Price is $499/yr. See details in our Alpha Picks Review.August, 2025 Promotion:
Save $50
2.Moby logo tiny
Moby.co
30843.3%12.3%74%1764%
Summary: 60-150 stock picks per year, segmented by industry; Retail Price is $199/yr. Read our Moby Review.August, 2025 Promotion:Next pick free!
3.Motley Fool logo
Stock Advisor
7241.2%6.9%78%258%
Summary: 2 picks/month and 2 Best Buy Stocks lists focusing on high growth potential stocks over 5 years; Retail Price is $199/yr.
Read our Motley Fool Review.
August, 2025 Promotion: Get $100 Off
4.Zacks logo
Value Investor
3917.5%6.1%38%410%
Summary: 10-25 stock picks per year based on Zacks' Quant Rating; Retail Price is $495/yr. Read our Zacks Review.August, 2025 PROMOTION:$1, then $495/yr
5.Motley Fool logo
Rule Breakers
6640.0%4.7%61%311%
Summary: 2 picks/month focusing on disruptive technology and business models; Lifetime average return of 355% vs S&P500's 149% since 2005; Now part of Motley Fool Epic. Read our Motley Fool Epic Review.Current Promotion: Save $200
6.TipRanks logo
TipRanks SmartInvestor
12110.6%3.7%55%340%
Summary: About 1 pick/week focusing on short term trades; Lifetime average return of 355% vs S&P500's 149% since 2015. Retail Price is $379/yr. Read our TipRanks Review.Current Promotion: Save $180
7.TheStreet logo
Action Alerts Plus
39420.0%3.4%57%220%
Summary: 100-150 trades per year, lots of buying and selling and short term trades. Read our Jim Cramer Review.Current Promotion: None
8.Motley Fool logo
Stock Advisor Canada
3632.3%0.5%69%378%
Summary: 1 pick/month from the Toronto stock exchange; Retail Price is CD$199/yr. Read our Motley Fool Canada Stock Advisor Review.August, 2025 Promotion: Save $100
Top Ranking Stock Newsletters based on their last 3 years of stock picks' performance through May 31, 2025 as compared to S&P500. S&P500's return is based on average return of S&P500 from date each stock pick is released. NOTE: To get these results you must buy equal dollar amounts of each pick on the date the stock pick is released. Investor Business Daily Top 50 based on performance of FFTY ETF.