Fey adds Portfolio, Alerts, News Sentiment, Improved Filings, Analyst Forecasts, Analyst Price Targets, AI Filings Summary, AI Report, and Factor Exposure coverage that ValueSense skips.
VOL. XCIV, NO. 247
★ FINANCIAL TOOLS & SERVICES DIRECTORY ★
PRICE: 5 CENTS
Sunday, October 19, 2025
Head-to-head
Fey vs ValueSense comparison
Compare pricing, supported platforms, categories, and standout capabilities to decide which tool fits your workflow.
Quick takeaways
ValueSense includes Stock Ideas, Data Visualizations, Quant, Money Flow, Backtesting, Valuation Models, Scores, Insider Data, 13F, Research Templates, and Shared Workspaces categories that Fey omits.
Fey highlights: Finder (NLQ): type ideas like “undervalued tech with insider buying” or “Nancy Pelosi portfolio”; Fey turns this into an editable screen in ~2s (“Like ChatGPT meets Bloomberg”)., Earnings ‘at the speed of now’: instant press releases with **AI‑generated summaries** (~0.8s), live calls in‑app, transcripts and transcript summaries., and Filings ‘Analyze’: **on‑demand AI summaries** of 10‑K/10‑Q with structured sections (revenue, strengths, challenges, risks) to read filings in ~2 minutes..
ValueSense is known 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..
Fey
fey.com
Desktop‑first investing research app acquired by Wealthsimple on Aug 27, 2025; **standalone Fey service wind‑down on Sep 30, 2025** with automatic prorated refunds. AI is a first‑class capability across Finder (natural‑language screener), Earnings (press‑release summaries in ~0.8s, live calls, transcripts), Filings (on‑demand 10‑K/10‑Q summaries), Portfolio (one‑click ‘Analyze with AI’: strengths/risks, **factor tilts**, opportunities), News (impact scoring & source consensus), and Macro (AI‑synthesized economic overviews).
Categories
Platforms
Pricing
Quick highlights
- Finder (NLQ): type ideas like “undervalued tech with insider buying” or “Nancy Pelosi portfolio”; Fey turns this into an editable screen in ~2s (“Like ChatGPT meets Bloomberg”).
- Earnings ‘at the speed of now’: instant press releases with **AI‑generated summaries** (~0.8s), live calls in‑app, transcripts and transcript summaries.
- Filings ‘Analyze’: **on‑demand AI summaries** of 10‑K/10‑Q with structured sections (revenue, strengths, challenges, risks) to read filings in ~2 minutes.
- Portfolio ‘Analyze with AI’ (one click): benchmarks holdings, highlights **factor tilts** driving returns, flags strengths/risks, scans for **mis‑pricings** (forecasts, price targets, valuation spreads), and prioritizes headlines that could actually move your P&L.
- News intelligence: curated feed, **impact‑scored headlines** and **news consensus** (source transparency), plus watchlist‑aware daily/weekly recaps.
Community votes (overall)
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
Pricing
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)
Shared focus areas
7 overlapsMutual strengths include Screeners, Watchlist, and News plus 4 more areas.
Where they differ
Fey
Distinct strengths include:
- Finder (NLQ): type ideas like “undervalued tech with insider buying” or “Nancy Pelosi portfolio”; Fey turns this into an editable screen in ~2s (“Like ChatGPT meets Bloomberg”).
- Earnings ‘at the speed of now’: instant press releases with **AI‑generated summaries** (~0.8s), live calls in‑app, transcripts and transcript summaries.
- Filings ‘Analyze’: **on‑demand AI summaries** of 10‑K/10‑Q with structured sections (revenue, strengths, challenges, risks) to read filings in ~2 minutes.
- Portfolio ‘Analyze with AI’ (one click): benchmarks holdings, highlights **factor tilts** driving returns, flags strengths/risks, scans for **mis‑pricings** (forecasts, price targets, valuation spreads), and prioritizes headlines that could actually move your P&L.
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 | Fey | ValueSense |
---|---|---|
Categories Which research workflows each platform targets | Shared: Screeners, Watchlist, News, Calendar, Transcripts, AI, AI Earnings Summary Unique: Portfolio, Alerts, News Sentiment, Improved Filings, Analyst Forecasts, Analyst Price Targets, AI Filings Summary, AI Report, Factor Exposure | Shared: Screeners, Watchlist, News, Calendar, Transcripts, AI, AI Earnings Summary Unique: Stock Ideas, Data Visualizations, Quant, Money Flow, Backtesting, Valuation Models, Scores, Insider Data, 13F, Research Templates, Shared Workspaces |
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 | Desktop, Web | Web |
Pricing High-level pricing models | Subscription, 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 | Highlighted | Standard listing |
Frequently Asked Questions
Which workflows do Fey and ValueSense both support?
Both platforms cover Screeners, Watchlist, News, Calendar, Transcripts, AI, and AI Earnings Summary workflows, so you can research those use cases in either tool before digging into the feature differences below.
Do Fey and ValueSense require subscriptions?
Both Fey and ValueSense keep freemium access with optional paid upgrades, so you can trial each platform before committing.
How can you access Fey and ValueSense?
Both Fey 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?
Fey differentiates itself with Finder (NLQ): type ideas like “undervalued tech with insider buying” or “Nancy Pelosi portfolio”; Fey turns this into an editable screen in ~2s (“Like ChatGPT meets Bloomberg”)., Earnings ‘at the speed of now’: instant press releases with **AI‑generated summaries** (~0.8s), live calls in‑app, transcripts and transcript summaries., and Filings ‘Analyze’: **on‑demand AI summaries** of 10‑K/10‑Q with structured sections (revenue, strengths, challenges, risks) to read filings in ~2 minutes., 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..
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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.