VOL. XCIV, NO. 247

★ FINANCIAL TOOLS & SERVICES DIRECTORY ★

PRICE: 5 CENTS

Tuesday, October 28, 2025

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Tool Comparison

Invesst vs Valuesider comparison

Compare pricing, supported platforms, categories, and standout capabilities to decide which tool fits your workflow.

Quick takeaways

Invesst adds Valuation Models, Portfolio, AI, and AI Chat coverage that Valuesider skips.

Valuesider includes Institutional Data, 13F, Investor Holdings, News, and Blogs categories that Invesst omits.

Valuesider keeps a free entry point that Invesst lacks.

In depth comparison

Invesst

invesst.ai

Hands-on review

An AI-first research platform with screeners, automated DCF and valuation tools, and real-time market data. The site highlights “Universal Brokerage Integrations” for read-only portfolio insights. Currently in open beta with a “Start for Free” option, though full pricing is only described in the Terms as monthly or annual subscriptions. Security claims include SOC2, ISO 27001, and GDPR compliance, with a linked Trust Report (unverified).

Platforms

Web

Pricing

Subscription

Quick highlights

AI-driven investment research with natural-language agents and data-rich search capabilities.
Automated valuation models including DCF, along with predictive analytics and customizable screeners.
Real-time market data for stocks and ETFs, plus filtering tools across multiple metrics.
Portfolio insights through read-only brokerage linking, marketed as “Universal Brokerage Integrations.”
Public security claims include SOC2, ISO 27001, and GDPR, along with a published Trust Report.

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Valuesider

valuesider.com

Free, 13F‑based ‘super‑investor’ explorer with two screeners (holdings & activity), per‑investor portfolios, per‑ticker ownership/activity pages, and basic news feeds. Exports to CSV/XLS/XLSX; provides embeddable charts. Transparent about 13F caveats (delay, options/bonds coverage limits) and split adjustments; includes direct SEC report links for verification.

Platforms

Web

Pricing

Free

Quick highlights

Super‑investor hub: browse portfolios of well‑known value investors (Buffett, Ackman, Klarman, etc.) with top holdings and recent activity.
Holdings Screener (free): filter by % of grand portfolio, # of gurus, security type, values, and more; export CSV/XLS/XLSX.
Activity Screener (free): filter buys/sells by period (last Q, last 2/4 Qs or latest N reports) and by security type; export CSV/XLS/XLSX.
Per‑ticker ‘Ownership’ & ‘Activity’ pages that aggregate which gurus hold or changed a position.
Embeddable historical ownership charts for tickers (auto‑updating ‘Top holders’ widget).

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Where they differ

Invesst

Distinct strengths include:

Valuation Models Portfolio AI AI Chat

AI-driven investment research with natural-language agents and data-rich search capabilities.
Automated valuation models including DCF, along with predictive analytics and customizable screeners.
Real-time market data for stocks and ETFs, plus filtering tools across multiple metrics.
Portfolio insights through read-only brokerage linking, marketed as “Universal Brokerage Integrations.”

Valuesider

Distinct strengths include:

Institutional Data 13F Investor Holdings News Blogs

Super‑investor hub: browse portfolios of well‑known value investors (Buffett, Ackman, Klarman, etc.) with top holdings and recent activity.
Holdings Screener (free): filter by % of grand portfolio, # of gurus, security type, values, and more; export CSV/XLS/XLSX.
Activity Screener (free): filter buys/sells by period (last Q, last 2/4 Qs or latest N reports) and by security type; export CSV/XLS/XLSX.
Per‑ticker ‘Ownership’ & ‘Activity’ pages that aggregate which gurus hold or changed a position.

Feature-by-feature breakdown

Attribute	Invesst	Valuesider
Categories Which research workflows each platform targets	Shared: Screeners Unique: Valuation Models, Portfolio, AI, AI Chat	Shared: Screeners Unique: Institutional Data, 13F, Investor Holdings, News, Blogs
Asset types Supported asset classes and universes	Stocks, ETFs, Cryptos	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	Subscription	Free
Key features Core capabilities called out by each vendor	Unique AI-driven investment research with natural-language agents and data-rich search capabilities. Automated valuation models including DCF, along with predictive analytics and customizable screeners. Real-time market data for stocks and ETFs, plus filtering tools across multiple metrics. Portfolio insights through read-only brokerage linking, marketed as “Universal Brokerage Integrations.” Public security claims include SOC2, ISO 27001, and GDPR, along with a published Trust Report. Currently browser-only; accessible via open beta with “Start for Free” and “Try Open Beta” calls to action.	Unique Super‑investor hub: browse portfolios of well‑known value investors (Buffett, Ackman, Klarman, etc.) with top holdings and recent activity. Holdings Screener (free): filter by % of grand portfolio, # of gurus, security type, values, and more; export CSV/XLS/XLSX. Activity Screener (free): filter buys/sells by period (last Q, last 2/4 Qs or latest N reports) and by security type; export CSV/XLS/XLSX. Per‑ticker ‘Ownership’ & ‘Activity’ pages that aggregate which gurus hold or changed a position. Embeddable historical ownership charts for tickers (auto‑updating ‘Top holders’ widget). Per‑ticker news pages that consolidate recent headlines.
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 Invesst and Valuesider both support?

Both platforms cover Screeners workflows, so you can research those use cases in either tool before digging into the feature differences below.

Which tool offers a free plan?

Valuesider offers a free entry point, while Invesst requires a paid subscription. Review the pricing table to see how the paid tiers compare.

How can you access Invesst and Valuesider?

Both Invesst and Valuesider 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?

Invesst differentiates itself with AI-driven investment research with natural-language agents and data-rich search capabilities., Automated valuation models including DCF, along with predictive analytics and customizable screeners., and Real-time market data for stocks and ETFs, plus filtering tools across multiple metrics., whereas Valuesider stands out for Super‑investor hub: browse portfolios of well‑known value investors (Buffett, Ackman, Klarman, etc.) with top holdings and recent activity., Holdings Screener (free): filter by % of grand portfolio, # of gurus, security type, values, and more; export CSV/XLS/XLSX., and Activity Screener (free): filter buys/sells by period (last Q, last 2/4 Qs or latest N reports) and by security type; export CSV/XLS/XLSX..

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