DATAROMA adds Investor Holdings coverage that ValueSense skips.
VOL. XCIV, NO. 247
★ FINANCIAL TOOLS & SERVICES DIRECTORY ★
PRICE: 5 CENTS
Wednesday, November 19, 2025
Tool Comparison
DATAROMA vs ValueSense comparison
Compare pricing, supported platforms, categories, and standout capabilities to decide which tool fits your workflow.
Quick takeaways
ValueSense includes Screeners, Data Visualizations, Quant, Money Flow, Backtesting, Watchlist, News, Calendar, Valuation Models, Scores, Transcripts, Research Templates, Shared Workspaces, AI, and AI Earnings Summary categories that DATAROMA omits.
In depth comparison
DATAROMA
dataroma.com
Hands-on review
Free resource that tracks Superinvestor 13F filings and insider Form 4 activity. Features include manager portfolios, aggregated holdings, insider trade feeds, and stock idea rankings. Quotes are sourced via Intrinio, with charts and fundamentals powered by TradingView. The site requires no login or account to use.
Platforms
Web
Pricing
Free
Quick highlights
- Tracks portfolios of well-known 'Superinvestors' through SEC 13F filings, with detailed views of holdings, buys/sells, and quarter-to-quarter activity.
- Stock pages display Superinvestor ownership counts, a defined 'Hold Price' (quarter-end close), insider transaction totals over the past six months, plus TradingView charts and fundamentals.
- Real-time insider transaction feed based on SEC Form 4 filings, with filterable listings.
- ‘RealTime’ activity feed highlighting notable Superinvestor trades as they are reported.
- S&P 500 'Value Ranking' grid for idea generation and stock discovery.
Community votes (overall)
0% upvotes 0% downvotes
You haven't voted yet
ValueSense
valuesense.io
ValueSense is a web research platform focused on fundamental equity analysis, intrinsic valuation, KPI/segment data, and AI‑aided earnings summaries. It includes a global stock screener (country/exchange filters), backtest charting, institutional/insider ("smart money") dashboards, a KPI-aware charting studio, and a workspace/public gallery for sharing screeners, charts, dashboards and valuation calculators. Exports include Excel/CSV/PDF and PNG chart images.
Categories
Platforms
Web
Pricing
FreeSubscription
Quick highlights
- Intrinsic value suite: DCF, Reverse DCF, Earnings Power Value (EPV), Peter Lynch fair value, and relative value calculators.
- AI-powered earnings overviews that summarize transcripts into structured highlights/visuals.
- Global stock screener with 60+ presets, country & exchange filters, heatmap/scatter visualizations, and a backtesting comparison vs S&P 500.
- Smart Money Analysis: institutional (13F) and insider transaction tracking, plus options sentiment indicators.
- KPI & segments data (e.g., product/geo/segment revenue, operating income by segment) with 10+ years of history and quarterly/LTM modes.
Community votes (overall)
0% upvotes 0% downvotes
You haven't voted yet
Where they differ
DATAROMA
Distinct strengths include:
- Tracks portfolios of well-known 'Superinvestors' through SEC 13F filings, with detailed views of holdings, buys/sells, and quarter-to-quarter activity.
- Stock pages display Superinvestor ownership counts, a defined 'Hold Price' (quarter-end close), insider transaction totals over the past six months, plus TradingView charts and fundamentals.
- Real-time insider transaction feed based on SEC Form 4 filings, with filterable listings.
- ‘RealTime’ activity feed highlighting notable Superinvestor trades as they are reported.
ValueSense
Distinct strengths include:
- Intrinsic value suite: DCF, Reverse DCF, Earnings Power Value (EPV), Peter Lynch fair value, and relative value calculators.
- AI-powered earnings overviews that summarize transcripts into structured highlights/visuals.
- Global stock screener with 60+ presets, country & exchange filters, heatmap/scatter visualizations, and a backtesting comparison vs S&P 500.
- Smart Money Analysis: institutional (13F) and insider transaction tracking, plus options sentiment indicators.
Feature-by-feature breakdown
| Attribute | DATAROMA | ValueSense |
|---|---|---|
Categories Which research workflows each platform targets | Shared: Stock Ideas, 13F, Insider Data Unique: Investor Holdings | Shared: Stock Ideas, 13F, Insider Data Unique: Screeners, Data Visualizations, Quant, Money Flow, Backtesting, Watchlist, News, Calendar, Valuation Models, Scores, Transcripts, Research Templates, Shared Workspaces, AI, AI Earnings Summary |
Asset types Supported asset classes and universes | Stocks, ETFs | Stocks, ETFs |
Experience levels Who each product is built for | Beginner, Intermediate, Advanced | Beginner, Intermediate, Advanced |
Platforms Where you can access the product | Web | Web |
Pricing High-level pricing models | Free | Free, Subscription |
Key features Core capabilities called out by each vendor | Unique
| Unique
|
Tested Verified by hands-on testing inside Find My Moat | Yes | Not yet |
Editor pick Featured inside curated shortlists | Standard listing | Standard listing |
Frequently Asked Questions
Which workflows do DATAROMA and ValueSense both support?
Both platforms cover Stock Ideas, 13F, and Insider Data workflows, so you can research those use cases in either tool before digging into the feature differences below.
Do DATAROMA and ValueSense require subscriptions?
Both DATAROMA and ValueSense keep freemium access with optional paid upgrades, so you can trial each platform before committing.
How can you access DATAROMA and ValueSense?
Both DATAROMA and ValueSense prioritize web or desktop access. Investors wanting a mobile-first workflow may need to rely on responsive web views.
What unique strengths set the two platforms apart?
DATAROMA differentiates itself with Tracks portfolios of well-known 'Superinvestors' through SEC 13F filings, with detailed views of holdings, buys/sells, and quarter-to-quarter activity., Stock pages display Superinvestor ownership counts, a defined 'Hold Price' (quarter-end close), insider transaction totals over the past six months, plus TradingView charts and fundamentals., and Real-time insider transaction feed based on SEC Form 4 filings, with filterable listings., whereas ValueSense stands out for Intrinsic value suite: DCF, Reverse DCF, Earnings Power Value (EPV), Peter Lynch fair value, and relative value calculators., AI-powered earnings overviews that summarize transcripts into structured highlights/visuals., and Global stock screener with 60+ presets, country & exchange filters, heatmap/scatter visualizations, and a backtesting comparison vs S&P 500..
Keep exploring
Keep exploring
Stay on top of related tools
Browse the categories and profiles that overlap most with this comparison to round out your shortlist.
Related categories
Follow the same themes these tools compete in.
Recommended tools
These profiles share overlapping coverage with both sides of this matchup.
- GuruFocusEditor's pickHands-on review
Overlap: Screeners, Stock Ideas, and Backtesting.
ScreenersStock IdeasBacktesting - TrendlyneHands-on review
Overlap: Screeners, Data Visualizations, and Watchlist.
ScreenersData VisualizationsWatchlist - Monexa
Overlap: News, Calendar, and Transcripts.
NewsCalendarTranscripts - Fiscal.aiEditor's pickHands-on review
Overlap: Screeners, Data Visualizations, and Watchlist.
ScreenersData VisualizationsWatchlist - ChartMillHands-on review
Overlap: Screeners, Stock Ideas, and Watchlist.
ScreenersStock IdeasWatchlist - Gainify
Overlap: Screeners, Stock Ideas, and Calendar.
ScreenersStock IdeasCalendar
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.