Tool Comparison
Finbox vs Value Sense
- Paid from
- $10/mo
- Free plan
- Yes
- Platforms
- Web
Best if
- You want the cheaper way in: plans start at $10/mo instead of $15/mo
- You want dividends, analyst forecasts, and sheets / excel add-ins.
- Paid from
- $15/mo
- Free plan
- Yes
- Platforms
- Web
Best if
- You want backtesting, custom dashboards, and scores.
- You're a long-term investor who cares more about fundamentals than headlines
Pick Finbox if
Finbox
Free • From $120/yr · Web
- You want the cheaper way in: plans start at $10/mo instead of $15/mo
- You want dividends, analyst forecasts, and sheets / excel add-ins.
Pick Value Sense if
Value Sense
Free • From $15/mo · Web
- You want backtesting, custom dashboards, and scores.
- You're a long-term investor who cares more about fundamentals than headlines
Skip both if: Neither one clicks with how you research; there are strong third options.
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Our take
The bottom line
Finbox and Value Sense cover a lot of the same ground (8 shared categories, including stock ideas, screeners, and stock comparison), so for the basics you won't go far wrong with either. Value Sense simply does more: 17 categories to Finbox's 11, including backtesting, custom dashboards, and scores. Finbox counters by starting cheaper at $10/mo.
What readers say
Finbox
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Value Sense
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Key differences at a glance
- Cheaper paid plan
- Finbox$10/mo vs $15/mo
- Broader coverage
- Value Sense17 vs 11 categories
- Asset coverage
- FinboxAdds ETFs
- Free plan
- Both
What Finbox does best
- Screen more than 100,000 stocks on over 130 exchanges with more than 1,000 metrics, filters, saved screens, and watchlist imports.
- Review 10 years of normalized financials, valuation ratios, forecasts, metric definitions, and calculation examples.
- Inspect and edit valuation models, including discounted cash flow, comparable-company, and dividend discount models.
- Edit financial models online, review validation checks, share model links, and export models to Google Spreadsheets or Excel with formulas intact.
- Build watchlists with custom columns, bulk ticker imports, filters, and price targets.
What Value Sense does best
- The stock screener supports presets, saved filters, and historical testing on Pro and higher plans.
- Valuation pages include DCF, relative value, reverse DCF, Peter Lynch fair value, and earnings-power approaches.
- Fundamental charts compare companies and metrics across annual, quarterly, and trailing periods.
- Company pages include financial statements, ratios, KPIs, segments, estimates, dividends, and earnings surprises.
- Earnings tools include call summaries, sentiment scores, focus areas, transcripts, and investor presentations.
Side by side
Pricing comparison
See for yourself
Side by side
Price, platforms, data, and market coverage.ShowHide
Side by side
| Attribute | ||
|---|---|---|
| Pricing & plans | ||
Starting price | Free • From $120/yr | Free • From $15/mo |
Free tier | Yes | Yes |
Free trial | — | — |
Plan limits | Data Boost add-on: pricing unit: per region per month | 16 limits: Starter: annual billing usd: 129, Starter: stock views per week: 25 +14 more |
| Platforms & access | ||
Web app | Yes | Yes |
Mobile app | No | No |
API access | No | No |
Integrations | Microsoft Excel and Google Spreadsheets | — |
| Audience & fit | ||
Experience level | Beginner, Intermediate, Advanced | Beginner, Intermediate, Advanced |
Best for | Retail Traders, Pro Retail +3 more | Retail Traders, Value Investors +1 more |
Categories covered | 11 | 17 |
Regions | North America, Europe, APAC, LatAm, Middle East, Africa | — |
| Data & capabilities | ||
Data quality | Granularity: EOD | — |
Data partners | S&P Global Market Intelligence | — |
Capabilities | Universe builder | Ranking backtests and AI summaries: Transcripts |
| Try it | Visit Finbox | Visit Value Sense |
Standout features
The best features of Finbox and Value Sense.ShowHide
Standout features
What Finbox does best
- Screen more than 100,000 stocks on over 130 exchanges with more than 1,000 metrics, filters, saved screens, and watchlist imports.
- Review 10 years of normalized financials, valuation ratios, forecasts, metric definitions, and calculation examples.
- Inspect and edit valuation models, including discounted cash flow, comparable-company, and dividend discount models.
- Edit financial models online, review validation checks, share model links, and export models to Google Spreadsheets or Excel with formulas intact.
- Build watchlists with custom columns, bulk ticker imports, filters, and price targets.
What Value Sense does best
- The stock screener supports presets, saved filters, and historical testing on Pro and higher plans.
- Valuation pages include DCF, relative value, reverse DCF, Peter Lynch fair value, and earnings-power approaches.
- Fundamental charts compare companies and metrics across annual, quarterly, and trailing periods.
- Company pages include financial statements, ratios, KPIs, segments, estimates, dividends, and earnings surprises.
- Earnings tools include call summaries, sentiment scores, focus areas, transcripts, and investor presentations.
All details
Every attribute we track for Finbox and Value Sense.ShowHide
All details
| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFs | Stocks |
Experience | BeginnerIntermediateAdvanced | BeginnerIntermediateAdvanced |
Target audience | Retail TradersPro RetailAnalystsFinancial AdvisorsAsset Managers | Retail TradersValue InvestorsAnalysts |
Regions | North AmericaEuropeAPACLatAmMiddle EastAfrica | Not specified |
Coverage details | Identifiers: Ticker | Identifiers: Ticker |
| Data | ||
Data granularity | EOD | Not specified |
Data partners | S&P Global Market Intelligence | Not specified |
| Access & integrations | ||
Import methods | Manual | Not specified |
Integrations | Microsoft ExcelGoogle Spreadsheets | Not specified |
Export formats | CSVExcel | ExcelImagePDF |
| Plans & trust | ||
Capability signals | Universe builder | Ranking backtestsAI summaries: Transcripts |
Vendor & support | Support: Email | VALUESENSE INCCountry: USASupport: Email |
Green tags are exclusive to that tool in this comparison.
Pricing
Plans, billing, free trials, and monthly prices.ShowHide
Pricing
| Tier | ||
|---|---|---|
| Free plan | Free | Free |
| Entry paid plan | $120/yr≈ $10/mo“Starter” | $15/mo“Starter”annual billing usd: 129 · stock views per week: 25 · +5 more |
| Tier 2 | $300/yr≈ $25/mo“Executive” | $29/mo“Pro”annual billing usd: 189 · stock views: Unlimited · +6 more |
| Top plan | $792/yr≈ $66/mo“Professional” | — |
| Custom / enterprise | — | Contact sales“ValueQuant Strategy”pricing model: Book demo / free trial |
Alternatives
Free alternatives
Questions we keep getting
What's the difference between Finbox and Value Sense?
Finbox leans toward stock ideas, screeners, and stock comparison, while Value Sense puts more weight on stock ideas, screeners, and backtesting. They overlap in 8 categories, so for most people it comes down to workflow preference and price.
How much do Finbox and Value Sense cost?
Good news: both Finbox and Value Sense have free plans, so you can run them side by side and only pay if you hit a wall.
Should I choose Finbox or Value Sense?
It depends on what you're after. Pick Finbox if dividends and analyst forecasts matter to you; go with Value Sense if you'd rather have backtesting and custom dashboards. And if you only need the basics both share, let price decide.
What asset classes do Finbox and Value Sense cover?
Both cover stocks. Finbox also handles ETFs.
Can I export data from Finbox and Value Sense?
Yes, both export to spreadsheets (Excel), which is handy if you like running your own numbers.
Which has a better stock screener: Finbox or Value Sense?
Both Finbox and Value Sense include stock screeners, and they differ more in interface than raw power; try both and see which one clicks for you.
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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.