Tool Comparison
Invesst vs Valuesider
- Paid from
- —
- Free plan
- Yes
- Platforms
- Web
Best if
- Delayed quotes won't cut it; you need real-time data
- You want valuation models, portfolio, and AI research.
- You've outgrown the basics and want pro-level depth
- Paid from
- $192/yr, billed annually
- Free plan
- Yes
- Platforms
- Web
Best if
- You want institutional ownership, data visualizations, and alerts.
- You're a long-term investor who cares more about fundamentals than headlines
Pick Invesst if
Invesst
Free · Web
- Delayed quotes won't cut it; you need real-time data
- You want valuation models, portfolio, and AI research.
- You've outgrown the basics and want pro-level depth
Pick Valuesider if
Valuesider
Free • From $192/yr, billed annually · Web
- You want institutional ownership, data visualizations, and alerts.
- 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
Invesst includes valuation models and portfolio, and Valuesider includes institutional ownership and data visualizations. On paper they're closely matched, so let pricing, platform fit, and the details below break the tie.
What readers say
Invesst
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Valuesider
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What Invesst does best
- Support for asking natural-language investing questions through AI research agents designed for stock, ETF, crypto, market, and portfolio research workflows.
- AI-assisted screeners to filter stocks and ETFs across multiple metrics instead of relying only on static preset lists.
- Tools for building valuation context with automated models such as DCF workflows, predictive analytics, and customizable valuation assumptions.
- Tracking watchlists and market data in a browser-based workspace with a public start-for-free entry point.
- Connections for supported brokerages with read-only portfolio access rather than order placement.
What Valuesider does best
- Browse tracked value-investor portfolios with quarter-by-quarter holdings and activity from SEC 13F filings.
- Review homepage summaries such as top owned securities, top buys, top sells, and biggest aggregated investments across tracked gurus.
- The Holdings Screener to filter the aggregate guru portfolio by ownership, number of gurus, security type, and portfolio-impact fields.
- The Activity Screener to analyze aggregated buy and sell changes across investors and quarter windows.
- Export support for screener results to XLSX, XLS, or CSV for offline research notes and spreadsheets.
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 | Free • From $192/yr, billed annually |
Free tier | Yes | Yes |
Free trial | — | — |
Plan limits | — | 5 limits: Basic: history years: 5, Premium: history years: 10 +3 more |
| Platforms & access | ||
Web app | Yes | Yes |
Mobile app | No | No |
API access | No | No |
Broker sync | Yes | — |
| Audience & fit | ||
Experience level | Beginner, Intermediate, Advanced | Beginner, Intermediate |
Best for | — | Retail Traders, Pro Retail +4 more |
Categories covered | 5 | 6 |
Regions | — | — |
| Data & capabilities | ||
Data quality | Latency: Real-time and End of Day and Granularity: EOD | Adjustments: Splits |
Capabilities | Broker sync | Universe builder |
| Try it | Visit Invesst | Visit Valuesider |
Standout features
The best features of Invesst and Valuesider.ShowHide
Standout features
What Invesst does best
- Support for asking natural-language investing questions through AI research agents designed for stock, ETF, crypto, market, and portfolio research workflows.
- AI-assisted screeners to filter stocks and ETFs across multiple metrics instead of relying only on static preset lists.
- Tools for building valuation context with automated models such as DCF workflows, predictive analytics, and customizable valuation assumptions.
- Tracking watchlists and market data in a browser-based workspace with a public start-for-free entry point.
- Connections for supported brokerages with read-only portfolio access rather than order placement.
What Valuesider does best
- Browse tracked value-investor portfolios with quarter-by-quarter holdings and activity from SEC 13F filings.
- Review homepage summaries such as top owned securities, top buys, top sells, and biggest aggregated investments across tracked gurus.
- The Holdings Screener to filter the aggregate guru portfolio by ownership, number of gurus, security type, and portfolio-impact fields.
- The Activity Screener to analyze aggregated buy and sell changes across investors and quarter windows.
- Export support for screener results to XLSX, XLS, or CSV for offline research notes and spreadsheets.
All details
Every attribute we track for Invesst and Valuesider.ShowHide
All details
| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFsCryptos | StocksETFsMutual FundsClosed-End FundsFundsBondsOptionsOther |
Experience | BeginnerIntermediateAdvanced | BeginnerIntermediate |
Target audience | Not specified | Retail TradersPro RetailValue InvestorsLong-term InvestorsAnalystsStudents/Researchers |
Coverage details | Identifiers: Ticker | Identifiers: Ticker and CUSIP |
| Data | ||
Data freshness | Real-timeEnd of Day | Not specified |
Data granularity | EOD | Not specified |
| Access & integrations | ||
Import methods | BrokerOAuth | Not specified |
Export formats | Not specified | CSVExcel |
| Plans & trust | ||
Capability signals | Broker sync | Universe builder |
Vendor & support | Invesst Inc.Country: United StatesSupport: Email | Valuesider LLCSupport: Email |
Curation ratings | Methodology 2/5Reliability 3/5UX 3/5 | Not specified |
Green tags are exclusive to that tool in this comparison.
Pricing
Plans, billing, free trials, and monthly prices.ShowHide
Pricing
| Tier | ||
|---|---|---|
| Free plan | Free“Open Beta” | Free“Basic”history years: 5 |
| Entry paid plan | — | $192/yrBilled annually≈ $16/mo“Premium annual”history years: 10 |
| Tier 2 | — | $25/moBilled monthly“Premium”history years: 10 |
| Tier 3 | — | $396/yrBilled annually≈ $33/mo“Elite annual”extra filers: 3 |
| Top plan | — | $47/moBilled monthly“Elite”extra filers: 3 |
Alternatives
Free alternatives
Questions we keep getting
What's the difference between Invesst and Valuesider?
Invesst leans toward screeners, valuation models, and portfolio, while Valuesider puts more weight on screeners, institutional ownership, and data visualizations. They overlap in 1 categories, so for most people it comes down to workflow preference and price.
How much do Invesst and Valuesider cost?
Good news: both Invesst and Valuesider have free plans, so you can run them side by side and only pay if you hit a wall.
Which is better for beginners: Invesst or Valuesider?
Honestly, neither is aimed at beginners. Expect a learning curve either way; that's the trade-off for the depth they offer.
Should I choose Invesst or Valuesider?
It depends on what you're after. Pick Invesst if valuation models and portfolio matter to you; go with Valuesider if you'd rather have institutional ownership and data visualizations. And if you only need the basics both share, let price decide.
What asset classes do Invesst and Valuesider cover?
Both cover stocks and ETFs. Invesst also handles cryptos. Valuesider adds mutual funds, closed-end funds, and funds on top.
Does Invesst or Valuesider have real-time data?
Invesst offers real-time data, which matters if you trade actively. Valuesider 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.
Can I export data from Invesst and Valuesider?
Valuesider exports to CSV and Excel. Invesst is stingier about getting data out.
Which has a better stock screener: Invesst or Valuesider?
Both Invesst and Valuesider 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 Invesst or Valuesider?
Invesst handles portfolio tracking. Valuesider is really a research tool; you'd track your portfolio elsewhere.
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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.