Basic
$0For public superinvestor research
- Investor portfolio pages.
- Holdings and activity screens with exports.
- Embeddable charts and five-year history.
VOL. XCIV, NO. 247
Checking
Valuesider Review, Pricing, and Features
By Jera Value · Verified Sep 2026
Valuesider makes reported investor portfolios easier to browse and compare. Look up a fund, filter holdings or activity, and follow links to the original SEC reports. Split-adjusted share counts help with historical comparisons, while paid plans add scores, alerts, longer history, and custom filer tracking. Quarterly disclosures still lag and omit parts of a portfolio, and the site's terms restrict automated extraction.
Verdict
Worth it if you want to study investor holdings and verify them in SEC reports.
- Investor research: investigate reported fund holdings
- Ownership screens: find positions and activity across filers
- Source checks: verify records against SEC reports
Skip it if you need live portfolios or automated extraction rights.
- Quarterly lag: disclosures are delayed and incomplete
- Reuse restrictions: bots and automated scraping are prohibited
- History scope: available records start in 2013 Q2
Pricing
Prices checked3 plans
Save up to 36% yearly
Premium
$192/yrBilled annually· Save 36% vs monthlyFor investors screening guru holdings deeply
- Fund scores and ownership alerts.
- Options and debt records.
- Ten years of available history.
Elite
$396/yrBilled annually· Save 30% vs monthlyFor researchers tracking custom SEC filers
- All Premium features and available history.
- Saved screen presets and alerts.
- Up to three requested SEC filers.
Key features
Investor portfolios
Review reported quarterly holdings and changes.
Holdings and activity screens
Filter owned securities and reported purchases or sales.
Original SEC reports
Open source filings to verify portfolio records.
Split-adjusted history
Compare supported share counts across periods.
Paid ownership monitoring
Premium and Elite add alerts and eligible fund scores.
Embeddable views
Display supported portfolio or ticker charts.
FAQ
Is Valuesider free?
Is Valuesider free?
Not entirely. Valuesider includes a free tier, but its paid subscription options unlock more capacity. Visit the vendor site for current limits and pricing.
Who is Valuesider best for?
Who is Valuesider best for?
Valuesider is built for Retail Traders, Pro Retail, Value Investors, Long-term Investors, Analysts, and Students/Researchers. It suits beginner and intermediate users.
What platforms and connections does Valuesider support?
What platforms and connections does Valuesider support?
You can use Valuesider on Web.
Which markets does Valuesider cover?
Which markets does Valuesider cover?
It tracks Stocks, ETFs, Mutual Funds, Closed-End Funds, Funds, Bonds + 2 more. Identifiers include Ticker and CUSIP.
Tool details
Highlights
- Free tier available
- Domain rating26: Ahrefs scores how strong a site's backlinks are, from 0 to 100. A high score usually means an established site that many others cite and trust.
Domain Rating by Ahrefs
Asset types
- Stocks
- ETFs
- Mutual Funds
- Closed-End Funds
- Funds
- Bonds
- Options
- Other
Alternatives
If Valuesider is not the right fit, these substitutes come closest.
Comparisons
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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.