VOL. XCIV, NO. 247
A CURATED DIRECTORY OF FINANCIAL TOOLS AND RESOURCES
Valuesider Review, Pricing, and Features
Valuesider
Valuesider tracks guru portfolios and links back to SEC reports with split-adjusted holdings. It is useful for following investor ownership and finding original filings, not for live mirroring, execution, or complete fundamentals.
Best for
- Value investors looking for a free way to see famous investor 13F holdings, recent buys and sells, and consensus ownership across tracked gurus.
- Users researching Berkshire, Pershing Square, Baupost, Himalaya, superinvestor portfolios, and 13F activity through a simple free table.
- Idea generation and cloning workflows where delayed 13F moves are used as a starting point for fundamental research rather than a trading signal.
Watch out
- Valuesider explains that 13F filings can arrive up to 45 days after quarter-end and do not include shorts or every asset class.
- Valuesider says it shows data only from 2013 Q2 onward because earlier filing formats are hard to parse consistently.
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Pricing
Free • From $204/yr · 3 plans
Basic
Premium
Elite
Key features
- Browse tracked value-investor portfolios with quarter-by-quarter holdings and activity from SEC 13F filings.
- Review homepage summaries such as top owned securities, top buys, top sells, and biggest aggregated investments across tracked gurus.
- The Holdings Screener to filter the aggregate guru portfolio by ownership, number of gurus, security type, and portfolio-impact fields.
- The Activity Screener to analyze aggregated buy and sell changes across investors and quarter windows.
- Export support for screener results to XLSX, XLS, or CSV for offline research notes and spreadsheets.
- Direct access to guru portfolio pages with links back to original SEC reports and split-adjusted share information.
- Ticker pages to see which tracked investors hold a security and how ownership has changed over time.
- Embed portfolio or ticker charts with the provided iframe code.
- Premium adds fund scores, real-time insider disclosures for listed gurus, alerts, the Edge Over Investor screener, options and debt data, and 10 years of history.
- Elite adds saved screen filters, alerts for those filters, up to three requested SEC filers, all available history, and urgent support.
- 13F limits: filings can be up to 45 days after quarter-end and omit shorts plus some asset classes.
- Valuesider is delayed 13F idea research, not live fund positioning, investment advice, trade execution, or a permitted automated data-extraction source.
FAQ
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?
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?
You can use Valuesider on Web.
Which markets does Valuesider cover?
It tracks Stocks, ETFs, Mutual Funds, Closed-End Funds, Funds, Bonds + 2 more. Identifiers include Ticker and CUSIP.
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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.
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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.
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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.