★ BEST INVESTING TOOLS COMPARISON ★
VOL. XCIV, NO. 247
Source check: Validea checked June 25, 2026
Tool Comparison
EPSMomentum vs Validea
EPSMomentum
Best for data visualizations and money flow
Free • From $9.99/mo
Validea
Best for ETF screeners and quant
Free • Contact for pricing
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The verdict
The bottom line
EPSMomentum and Validea cover a lot of the same ground (7 shared categories, including screeners, stock ideas, and portfolio), so for the basics you won't go far wrong with either. EPSMomentum simply does more: 20 categories to Validea's 15, including data visualizations, money flow, and watchlist, plus a mobile app. Validea counters by being completely free.
Key differences at a glance
- Mobile app
- EPSMomentum
- Broader coverage
- EPSMomentum20 vs 15 categories
- API access
- EPSMomentum
- Real-time data
- EPSMomentum
- Beginner friendly
- EPSMomentum
- Free plan
- Both
Choose
EPSMomentum if…
- You do a lot of your research from your phone
- Delayed quotes won't cut it; you need real-time data
- You want an API so you can script or automate things
- You care about data visualizations, money flow, and watchlist, things Validea doesn't offer
Choose
Validea if…
- You care about ETF screeners, quant, and valuation models, things EPSMomentum doesn't offer
Comparison snapshot
| Attribute | ||
|---|---|---|
| Pricing & plans | ||
Starting price | Free • From $9.99/mo | Free • Contact for pricing |
Free tier | Yes | Yes |
Free trial | — | — |
Plan limits | 16 limits: Bronze: monitors: 1, Bronze: screeners: 1 +14 more | — |
| Platforms & access | ||
Web app | Yes | Yes |
Mobile app | Yes | No |
API access | Yes | No |
Broker sync | No | No |
Integrations | TradingView | — |
| Audience & fit | ||
Experience level | Beginner, Intermediate, Advanced | Intermediate, Advanced |
Best for | Retail Traders, Pro Retail +7 more | Retail Traders, Pro Retail +5 more |
Categories covered | 20 | 15 |
Regions | North America | North America |
| Data & capabilities | ||
Data quality | 5 signals: Latency: Real-time and End of Day, Granularity: Minute and EOD +3 more | Latency: End of Day and Granularity: EOD |
Data partners | 6 partners: Nasdaq, Financial Modeling Prep +4 more | LSEG |
Capabilities | Universe builder and AI summaries: Filings, Transcripts, and News | 6 signals: Ranking backtests, Universe builder +4 more |
Security | Data residency: US | — |
| Try it | Visit EPSMomentum | Visit Validea |
Standout features
What EPSMomentum does best
- Screen U.S. stocks and ETFs with real-time prices, earnings momentum fields, estimate revisions, timing signals, and growth-focused filters.
- Use the proprietary Earnings Momentum Score to evaluate revenue, EPS, margins, free cash flow, and multi-quarter growth acceleration.
- Track Estimates Revision Score signals to identify positive or negative changes in Wall Street earnings and sales forecasts.
- Use Timing Momentum, Powerdays, trend, price-momentum slope, relative-market-rank slope, and EMA 20/50 context to judge entry or exit timing.
- Review PEAD Stock Drift models that use post-earnings price behavior and historical patterns to frame a 90-day path with bands.
What Validea does best
- Review stock portfolios based on Buffett, Graham, Lynch, Piotroski, Greenblatt, O'Shaughnessy, momentum, quality, value, and other strategies.
- Use ETF model portfolios, risk-managed ETF portfolios, sector rotation, factor rotation, and macro/factor approaches.
- Open factor reports, guru analysis, guru stock screeners, ETF factor reports, and ETF factor screeners.
- Use trend following, market valuation, rating changes, strategy/ETF matching, and portfolio correlation tools.
- Browse public popular stock and ETF screens such as high Piotroski F-score, high quality, cheap value, high momentum, and multi-factor screens.
Data & access details
| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFs | StocksETFs |
Experience | BeginnerIntermediateAdvanced | IntermediateAdvanced |
Target audience | Retail TradersPro RetailDay TradersSwing TradersLong-term InvestorsGrowth InvestorsQuality InvestorsAnalysts+1 more | Retail TradersPro RetailLong-term InvestorsValue InvestorsQuality InvestorsQuants/DevelopersStudents/Researchers |
Regions | North America | North America |
Coverage details | Countries: USIdentifiers: Ticker | Countries: US and CAIdentifiers: Ticker |
| Data | ||
Data freshness | Real-timeEnd of Day | End of Day |
Data granularity | MinuteEOD | EOD |
Data partners | NasdaqFinancial Modeling PrepIntrinioZacksFinnhubTradingView | LSEG |
| Access & integrations | ||
API protocols | REST | Not specified |
API auth & delivery | Auth: APIKey | Not specified |
Import methods | Manual | Not specified |
Integrations | TradingView | Not specified |
| Plans & trust | ||
Security & compliance | Data residency: US | Not specified |
Capability signals | Universe builderAI summaries: Filings, Transcripts, and News | Ranking backtestsUniverse builderFactors: Value, Quality, Momentum, Growth, and LowVolFactor exposurePortfolio factor exposureCorrelation |
Vendor & support | EPSM Inc.Country: USASupport: Email | The Reese Group, LLCCountry: United StatesSupport: Email |
Curation ratings | Methodology 5/5Reliability 4/5UX 4/5 | Not specified |
Green tags are exclusive to that tool in this comparison.
Pricing breakdown
$9.99/mo
Starting price
Plans & pricing
- monitors: 1
- screeners: 1
- +1 more
- monitors: 3
- screeners: 3
- +2 more
- monitors: Unlimited
- screeners: Unlimited
- +2 more
- monitors: Unlimited
- screeners: Unlimited
- +3 more
Free
Lower starting price
Plans & pricing
Coverage overlap
Shared categories
7Where the two tools cover the same ground.
EPSMomentum strengths
13Validea strengths
8What you only get with Validea.
Community category leaders
Vote sentiment comparison
Loading sentiment chart...
Frequently Asked Questions
What's the difference between EPSMomentum and Validea?
EPSMomentum leans toward screeners, stock ideas, and data visualizations, while Validea puts more weight on stock ideas, screeners, and ETF screeners. They overlap in 7 categories, so for most people it comes down to workflow preference and price.
How much do EPSMomentum and Validea cost?
Good news: both EPSMomentum and Validea have free plans, so you can run them side by side and only pay if you hit a wall.
Which is better for beginners: EPSMomentum or Validea?
EPSMomentum is the friendlier place to start; its interface takes less getting used to. Both work fine once you're past the basics.
Can I use EPSMomentum or Validea on my phone?
EPSMomentum lists a dedicated mobile app, so it travels better. Validea doesn't list a dedicated mobile app; its documented access is web.
Does EPSMomentum or Validea have an API?
EPSMomentum has an API for programmatic access and custom integrations. Validea doesn't, so you're working through its interface.
Should I choose EPSMomentum or Validea?
It depends on what you're after. Pick EPSMomentum if data visualizations and money flow matter to you; go with Validea if you'd rather have ETF screeners and quant. And if you only need the basics both share, let price decide.
Does EPSMomentum or Validea have real-time data?
EPSMomentum offers real-time data, which matters if you trade actively. Validea runs on delayed or end-of-day data, which is perfectly fine for longer-term investors who don't live and die by the tick.
Is EPSMomentum or Validea better for day trading?
EPSMomentum is the one positioned more for active traders. Validea is the better fit if you care less about fast trading workflows and more about a calmer research process.
Which has a better stock screener: EPSMomentum or Validea?
Both EPSMomentum and Validea include stock screeners, and they differ more in interface than raw power; try both and see which one clicks for you.
Can I track my portfolio with EPSMomentum or Validea?
Yes, both do portfolio tracking: holdings, performance, and allocation in one place.
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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.