VOL. XCIV, NO. 247
A CURATED DIRECTORY OF FINANCIAL TOOLS AND RESOURCES
Validea Review, Pricing, and Features
Validea
Validea applies published guru and factor models to stocks through screens, reports, portfolios, and model strategies. It is for investors who want rules-based idea generation and backtests, not brokerage execution or a general market-data terminal.
Best for
- Investors who want stock and ETF portfolios, screens, and reports based on published guru and academic factor models.
- Investors comparing factor research services that publish model returns, strategy rules, and public screen results.
- Investors who use Buffett, Graham, Lynch, Piotroski, Greenblatt, O'Shaughnessy, momentum, quality, value, or ETF factor models to find ideas.
Watch out
- Validea states model returns do not reflect actual trading and may include backtested and live model performance.
- Validea limits unauthenticated page views. Standard costs $29.95 monthly, $74.95 quarterly, or $269.95 annually. Pro costs $99.95 monthly, $269.95 quarterly, or $899.95 annually.
Community votes (overall)
No votes yet. Be the first to rate this tool.
Pricing
Free • From $269.95/yr · 3 plans
Free public research and newsletter
Validea Standard
Validea Pro
Key features
- Review stock portfolios based on Buffett, Graham, Lynch, Piotroski, Greenblatt, O'Shaughnessy, momentum, quality, value, and other strategies.
- ETF model portfolios, risk-managed ETF portfolios, sector rotation, factor rotation, and macro/factor approaches.
- Direct access to factor reports, guru analysis, guru stock screeners, ETF factor reports, and ETF factor screeners.
- Trend following, market valuation, rating changes, strategy/ETF matching, and portfolio correlation tools.
- Limited public results for stock and ETF screens based on Piotroski F-score, quality, value, momentum, and multiple factors.
- Performance tables may combine backtested and live model results. They do not show returns from actual accounts.
- Validea is model and screening research, not personalized advice, broker execution, or tax-aware portfolio accounting.
Data partners
Validea footer says fundamental data is provided by LSEG.
FAQ
Is Validea free?
Not entirely. Validea includes a free tier, but its paid subscription options unlock more capacity. Visit the vendor site for current limits and pricing.
Who is Validea best for?
Validea is built for Retail Traders, Pro Retail, Long-term Investors, Value Investors, Quality Investors, Quants/Developers + 1 more. It suits intermediate and advanced users.
What platforms and connections does Validea support?
You can use Validea on Web.
Which markets does Validea cover?
Validea covers North America. Examples include US and CA. It tracks Stocks and ETFs. Identifiers include Ticker.
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Information
Who runs this
I'm Jera Value, and I write every record here myself. I'm an independent investor who likes code and value investing, and I keep these notes because I use the tools for my own research. When a page is wrong, I fix it and say so.
- Tools
- 361
- Categories
- 120
- Tested
- 85
- Starred
- 38
How this site is funded
Some provider links pay me a commission. It costs you nothing. Sponsors can buy the ad slots marked as such. Neither moves a tool up the rankings or earns it a star. Your votes set the order, and I fix errors for free.
- Affiliate links
- Disclosed
- Sponsors
- Labeled
- Corrections
- Free
Curation & Accuracy
This directory blends AI‑assisted discovery with human curation. Entries are reviewed, edited, and organized with the goal of expanding coverage and sharpening quality over time. Your feedback helps steer improvements (because no single human can capture everything all at once).
Details change. Pricing, features, and availability may be incomplete or out of date. Treat listings as a starting point and verify on the provider’s site before making decisions. If you spot an error or a gap, send a quick note and I’ll adjust.