VOL. XCIV, NO. 247
A CURATED DIRECTORY OF FINANCIAL TOOLS AND RESOURCES
Value Sense Review, Pricing, and Features
Value Sense
Value Sense combines stock fundamentals, valuation models, screens, historical tests, earnings analysis, insider transactions, and 13F holdings. Plan limits determine history, downloads, AI usage, and saved workspaces.
Best for
- Fundamental investors comparing intrinsic-value estimates, company fundamentals, earnings, insider transactions, and 13F holdings.
- Researchers who want saved screens, historical tests, charts, workspaces, and spreadsheet downloads in one web product.
Watch out
- Intrinsic-value estimates, summaries, scores, and signals depend on inputs and model choices. Users should review filings and test valuation assumptions.
- Excel downloads, AI tokens, watchlists, dashboards, saved screeners, and history depth are plan-gated.
Community votes (overall)
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Pricing
Free • From $15/mo · Enterprise · 5 plans
Free
Limited stock research and workspace access.
Starter
Paid plan with 25 stock views per week and ten years of history.
Pro
Unlimited stock views, twenty years of history, historical testing, and research reports.
ValueQuant Strategy
Systematic model available through a demo and trial request.
Enterprise
Custom contract for white-label and API workflows.
Key features
- The stock screener supports presets, saved filters, and historical testing on Pro and higher plans.
- Valuation pages include DCF, relative value, reverse DCF, Peter Lynch fair value, and earnings-power approaches.
- Fundamental charts compare companies and metrics across annual, quarterly, and trailing periods.
- Company pages include financial statements, ratios, KPIs, segments, estimates, dividends, and earnings surprises.
- Earnings tools include call summaries, sentiment scores, focus areas, transcripts, and investor presentations.
- Insider pages list transactions, while Superinvestor pages summarize reported 13F holdings.
- The Free plan is usable without a card but limits stock views, history, saved items, downloads, and AI tokens.
- ValueQuant results are publisher-reported and backtested. They do not establish expected live returns.
- Value Sense is not a broker, portfolio-accounting system, tax tool, or personal investment adviser.
FAQ
Is Value Sense free?
Not entirely. Value Sense includes a free tier, but its paid subscription and other options unlock more capacity. Visit the vendor site for current limits and pricing. Enterprise quotes are handled directly with the vendor.
Who is Value Sense best for?
Value Sense is built for Retail Traders, Value Investors, and Analysts. It suits beginner, intermediate, and advanced users.
What platforms and connections does Value Sense support?
You can use Value Sense on Web.
Which markets does Value Sense cover?
It tracks Stocks. 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
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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
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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.