Software Alternatives, Accelerators & Startups

Refinitiv Eikon VS EPTA5

Compare Refinitiv Eikon VS EPTA5 and see what are their differences

Refinitiv Eikon logo Refinitiv Eikon

Refinitiv Eikon is an all-in-one open source technological solution that has been aiding financial market professionals to have leading data, insights, and exclusive news from the industries.

EPTA5 logo EPTA5

Macro data since 1940, equity markets, screener and BRAIN AI in one terminal. For individual investors and advisory firms alike, from โ‚ฌ48/month.
  • Refinitiv Eikon Landing page
    Landing page //
    2023-09-01
  • EPTA5 Landing page
    Landing page //
    2026-08-09

Refinitiv Eikon features and specs

  • Comprehensive Data Coverage
    Refinitiv Eikon provides an extensive range of data including financial, market, and economic data from across the globe, which is essential for informed decision-making.
  • Advanced Analytical Tools
    Eikon offers sophisticated analytical tools and charting capabilities, enabling users to analyze complex datasets and visualize data trends effectively.
  • Real-time Market Data
    The platform supplies real-time market data, which is crucial for traders and financial professionals needing up-to-the-minute information.
  • Integration Capabilities
    Eikon can be integrated with other third-party applications and tools, allowing seamless workflows and data management.
  • User-friendly Interface
    The platform features an intuitive and customizable interface that enhances user experience and efficiency.

Possible disadvantages of Refinitiv Eikon

  • High Cost
    The subscription fees for Refinitiv Eikon can be quite high, potentially prohibitive for smaller businesses or individual investors.
  • Complexity
    The vast array of features and data can be overwhelming for new users, necessitating a steep learning curve to fully leverage the platform.
  • System Requirements
    Due to its advanced features, Eikon requires high system specifications, which may not be suitable for users with older or less powerful hardware.
  • Limited Offline Access
    The platform primarily relies on internet connectivity, limiting its accessibility in offline scenarios.
  • Regional Restrictions
    Access to certain datasets or features might be restricted based on geographic location, which could limit utility for some international users.

EPTA5 features and specs

  • Macro data depth
    Cross-referenced macroeconomic series back to 1940: growth, inflation, policy rates, trade, debt
  • Equity history
    From each company's IPO to today, not an arbitrary cutoff date
  • Seasonal patterns
    1,100+ patterns ranked by win rate, mean return and score
  • EPTA Screener
    Filter 839 seasonal patterns by win rate, Sharpe, drawdown and macro sensitivities
  • BRAIN AI
    Research agent constrained to EPTA5 data, cites every source, runs on your own provider key
  • Macro Cockpit
    VIX, rates, credit spreads and Fed balance sheet with historical percentiles
  • Micro Vision 360
    Company profile, business model, SWOT, financials and seasonal pattern per ticker
  • Financials
    P&L since 2011, balance sheet, cash allocation, geographic revenue mix, quality ratios
  • Data sources
    IMF (WEO, IFS), OECD, BIS, World Bank, Eurostat, INSEE, plus certified market data partners
  • Interface languages
    English, French, Spanish, Italian, Chinese, German
  • Free tools
    Four calculators with no account: currency exposure, fund overlap, concentration, VaR simulator
  • Data hosting
    EU only (Frankfurt), GDPR compliant, no data resale, no advertising tracking

Refinitiv Eikon videos

Refinitiv Eikon โ€“ The ultimate set of tools for analysing financial markets

More videos:

  • Review - Metastock Xenith (aka Refinitiv Eikon) - A quick & basic look at this Bloomberg Terminal alternative

EPTA5 videos

No EPTA5 videos yet. You could help us improve this page by suggesting one.

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Category Popularity

0-100% (relative to Refinitiv Eikon and EPTA5)
Finance
100 100%
0% 0
Personal Finance
0 0%
100% 100
Business & Commerce
100 100%
0% 0
Productivity
0 0%
100% 100

Questions & Answers

As answered by people managing Refinitiv Eikon and EPTA5.

What makes your product unique?

EPTA5's answer:

Two things. First, depth that normally sits behind an institutional licence: macroeconomic series cross-referenced back to 1940, equity history from each company's IPO rather than an arbitrary cutoff, and 1,100+ seasonal patterns you can screen by win rate, Sharpe and drawdown. Second, BRAIN AI is constrained to query EPTA5's own data for any numerical claim, cites the series behind every figure, and refuses to answer rather than invent one. It also runs on your own provider key, which stays in the session and is never written to disk.

Why should a person choose your product over its competitors?

EPTA5's answer:

Because the alternatives force a choice between depth and price. Institutional terminals cost 12,000 to 30,000 USD per seat per year, which puts them out of reach for an independent manager or a small advisory firm. Consumer platforms are affordable but stop at surface data, with macro series that end where the free source ended. EPTA5 starts at 48 EUR per month with institutional sources behind it: IMF, OECD, BIS, World Bank, Eurostat, INSEE. Every chart cites its underlying series, so any number can be audited back to source rather than trusted on faith.

How would you describe the primary audience of your product?

EPTA5's answer:

Serious individual investors, independent wealth advisors and CGPs, family offices, and finance students or researchers. In short, anyone who needs institutional-grade data and has no institutional budget. It is deliberately not built to replace a tier-one trading desk terminal.

What's the story behind your product?

EPTA5's answer:

It started with the same evening repeated too often: five browser tabs, three Excel exports, and a macro series that stops in 2010 because the free source stopped there. Four years of hands-on market practice, then studying how trading desks actually work, from small hedge funds to large institutions, made the gap obvious: the data existed, but only behind a five-figure annual licence.

Three years of building followed, from architecture to payment. The hardest part was BRAIN AI, an agent that refuses to answer rather than invent a figure. EPTA5 is published by EPTA5 INC., a French SAS registered in Paris, and 5 % of yearly revenue is donated to humanitarian causes under a commitment written into the company bylaws.

Which are the primary technologies used for building your product?

EPTA5's answer:

React, Next.js and TypeScript on the front end, with Three.js and D3 for the data visualisations. Python for the data pipelines. Cloudflare Workers for a serverless edge architecture, with R2 and D1 for storage. Stripe for payments. BRAIN AI is a RAG design constrained to EPTA5's own datasets, and supports Groq, Gemini, Claude, ChatGPT, Grok and Mistral through the user's own API key.

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What are some alternatives?

When comparing Refinitiv Eikon and EPTA5, you can also consider the following products

alphasense - AlphaSense finds information on companies, data and themes from within millions of research documents in seconds, all with ONE simple search.

Bloomberg Professional - Bloomberg Professional app helps users send live text messages to their fellow traders and investors to get suggestions and tips from them to solve all their problems.

YCharts - YCharts is a financial software solution providing investment research tools including stock charts, stock ratings and economic indicators.

Seasonax - Seasonax is a multi-tasking trading platform that allows worthy customers to get profit from their investment opportunities with the help of its effective trading decisions based upon empirical facts instead of emotions.

Sentieo - The Modern Equity Research Platform by Buysiders for Buysiders

TradingView - The best charting tool for crypto and stocks