VOL. XCIV, NO. 247

★ FINANCIAL TOOLS & SERVICES DIRECTORY ★

PRICE: 5 CENTS

Thursday, September 25, 2025

View All Valuation Models Tools Back to Categories

Top Valuation Models Tools for Investing

Community-ranked valuation models software ordered by net upvotes with starred picks breaking close calls.

Every entry here is part of our living directory of valuation models software for investors, traders, and analysts. We surface tools that earn consistent upvotes from the community, highlight trusted platforms we’ve personally vetted, and track popularity shifts so research, screening, and execution workflows stay current. Use this page to compare pricing tiers, platforms, and capabilities side by side, then dive into individual reviews for deeper due diligence.

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Use this shortlist to zero in on the valuation models standouts, then pop over to the Find My Moat home page for curated collections, AI-guided discovery, and deep comparison filters across more than 205 investing tools. It’s the quickest way to shape a modern research, screening, and execution stack without getting lost in tabs.

See all 17 valuation models tools Discover the full investing catalog

Ranked tools

1
Damodaran Online (NYU Stern)
Free academic resource curated by Professor Aswath Damodaran (NYU Stern). It hosts annually updated valuation and corporate-finance datasets, Excel models, webcasts, and online classes. Most datasets are refreshed every January, with country risk premiums also updated mid-year. Everything is openly accessible, with Excel downloads and archived historical data available.
Pricing: FreePlatforms: Web
Categories: Valuation Models • Financials • Interest Rates • Education • Videos • Blogs
2
GuruFocus
A global equity research and value-investing platform with robust screening, backtesting, and portfolio tools. Features and data access depend on plan tier—Premium vs. Premium Plus—while enterprise-level users can license data directly via API. Add-ins for Excel and Google Sheets extend workflows, though usage caps apply to lower tiers. Alerts and mobile apps are included across paid plans.
Pricing: Free, SubscriptionPlatforms: Web, Mobile, API
Categories: Screeners • Stock Ideas • Stock Comparison • Portfolio • Backtesting • Investor Holdings • US Government Trades • News • Alerts • Calendar • GDP • Interest Rates • Inflation Rates • Unemployment Rates • Commitment of Traders (COT) • Yield Curves • Financials • Valuation Models • Scores • Transcripts • Insider Data • 13F • ETF Overview • ETF Holdings • APIs & SDKs • Sheets / Excel Add-ins
3
TIKR
A global equities research terminal and screener covering more than 100,000 stocks. Free plans are limited to US coverage, while Plus expands to global markets with 10 years of history, and Pro extends to 20 years, five years of analyst estimates, full transcript history with search, Excel exports, and deep fund ownership search. The platform is web-only, with no public API or dedicated mobile app.
Pricing: Free, SubscriptionPlatforms: Web
Categories: Screeners • Watchlist • Investor Holdings • Financials • Analyst Forecasts • Analyst Price Targets • Analyst Recommendations • Transcripts • News • Dividends • Valuation Models
4
Fiscal.ai
A global equities and funds data platform enhanced with AI-driven summaries and Copilot tools. Features range from screeners and dashboards to analyst estimates, ownership datasets, and filings. Plans are gated by data history, AI prompt limits, event counts, and export access. Enterprise unlocks click-through auditability into source filings and U.S. as-reported views, with exports rolling out internationally. The API provides fundamentals, KPIs, and delayed pricing. SOC 2 Type II certified with a public status page.
Pricing: Free, SubscriptionPlatforms: Web, Mobile, API
Categories: Screeners • Data Visualizations • Stock Comparison • Portfolio • Watchlist • Alerts • Calendar • Dividends • Splits • Financials • Transcripts • ETF Overview • ETF Holdings • ETF Performance • Analyst Forecasts • Analyst Recommendations • Analyst Price Targets • Insider Data • Institutional Data • 13F • Valuation Models • Data APIs
5
Asset Allocation Interactive (AAI) — Research Affiliates
A free interactive platform that publishes Research Affiliates’ capital market expectations each month. You can explore expected returns, correlations, and efficient frontiers across a wide set of asset classes and geographies. Excel downloads are available (though without full time-series) and charts can be exported. All results are model-based, hypothetical, and provided for informational purposes only.
Pricing: FreePlatforms: Web
Categories: Data Visualizations • Correlation • Valuation Models
6
Simply Wall St
Equity research and portfolio tracker built around visual stock reports and a proprietary “Snowflake” score. Uses S&P Global Market Intelligence data, with end-of-day pricing and intraday fundamentals/ownership refresh. Premium and Unlimited plans add broker linking (Plaid/SnapTrade), daily sync, more reports, and portfolio/screener limits. Unlimited members also get full Excel/CSV/PDF exports.
Pricing: Free, SubscriptionPlatforms: Web, Mobile
Categories: Stock Ideas • Screeners • Portfolio • Watchlist • Financials • Valuation Models • Scores • Analyst Forecasts • Analyst Price Targets • Insider Data • Institutional Data • Alerts • News • Dividend • Broker Connectors
7
Stock Rover
A full-featured US and Canada equity, ETF, and mutual fund research suite. Stock Rover shines with its massive metrics library (up to 700 in Premium Plus), flexible screeners, portfolio analytics, fair value and margin of safety models, and detailed Insight panels with fundamentals, analyst ratings, news, and transcripts. It also offers Monte Carlo simulations, rebalancing tools, and downloadable PDF research reports. Broker sync and CSV imports make it easy to keep portfolios up to date, while exports to Excel or charts let you take analysis anywhere.
Pricing: Free, SubscriptionPlatforms: Web, Mobile
Categories: Screeners • ETF Screeners • Stock Comparison • ETF Comparison • Data Visualizations • Correlation • Monte Carlo • Portfolio • Watchlist • News • Alerts • Calendar • Dividends • Financials • Scores • Valuation Models • Transcripts • ETF Overview • ETF Holdings • Fund Overview • Fund Performance • Fund Holdings • Fund Rating • Analyst Recommendations • Analyst Price Targets • Education • Videos
8
Track Your Dividends (TYD)
A dividend-focused portfolio tracker for US investors. Free users can link one brokerage account, create unlimited manual portfolios, and set up basic dividend alerts. Premium unlocks unlimited linked accounts, advanced alerts (ex-date and payment), the TYD Dividend Safety Score, screeners, watchlists, research tools, and an ad-free experience. Broker linking is handled through Plaid, with nightly account updates. Premium comes with a 7-day free trial and money-back guarantee.
Pricing: Free, SubscriptionPlatforms: Web
Categories: Portfolio • Watchlist • Dividends • Alerts • Screeners • Financials • Scores • Valuation Models • Data Visualizations • Stock Ideas • Education • Courses & Certs
9
Tweenvest
Equity research and portfolio platform based in Spain, offering global stock and ETF coverage. Features and markets scale by plan: Pro adds a single portfolio, Pro+ expands to unlimited portfolios and positions (with ETF support and a dividend calendar), and Unlimited unlocks worldwide coverage, full screener access, all transcripts, analyst estimates, projection editing, and AI summaries.
Pricing: Free, SubscriptionPlatforms: Web
Categories: Screeners • Financials • Scores • Valuation Models • Transcripts • AI • Portfolio • Watchlist • News • Calendar • Dividends • Analyst Forecasts
10
Damodaran — Cost of Capital by Sector (US)
US industry-level WACC dataset compiled by Prof. Aswath Damodaran. Includes sector betas, cost of equity, cost of debt (pre/after-tax), capital structure weights, and industry counts. Updated annually (January snapshot). Best used as a sector baseline; company-specific WACC should adjust for firm capital structure, tax, and risk. See 'Cost of Capital Central' for methodology deep-dives.
Pricing: FreePlatforms: Web
Categories: Valuation Models • Financials • Interest Rates • Education

Showing the top 10 of 17 tools with votes. View the full Valuation Models directory for the complete list.

Information

About Me

Hey! Thanks for stopping by. I'm an independent investor with a soft spot for coding and the stock market - especially value investing (as you can probably tell from the tools I've collected here, haha). Hopefully you'll find something useful or interesting along the way.

Find me here:

Twitter / X: @Jera_Value
Substack: Jera Value

Got questions or suggestions? I'm all ears!

Missing a Tool?

Discovered a gem I don't have here yet? Drop the link below and I'll check it out ASAP. Tagging me on X works too! Can't wait to see what you've found!

Got ideas for new features?

Starred Tools

These are my top picks. Tools I've tested thoroughly and found to be excellent. They do their job really well, and I use them a lot. If you're not already familiar with them, I highly recommend checking them out.

Tested Tools

These are tools I've tried and found to be solid, but not standout. Think of them as passing an initial quality screen: worth exploring, though not all will be exceptional.

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.