Journalytic adds Checklist, and Notes & Highlights coverage that ValueSense skips.
VOL. XCIV, NO. 247
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Saturday, November 1, 2025
Tool Comparison
Journalytic vs ValueSense comparison
Compare pricing, supported platforms, categories, and standout capabilities to decide which tool fits your workflow.
Quick takeaways
ValueSense includes Stock Ideas, Screeners, Data Visualizations, Quant, Money Flow, Backtesting, Watchlist, News, Calendar, Valuation Models, Scores, Transcripts, Insider Data, 13F, Shared Workspaces, AI, and AI Earnings Summary categories that Journalytic omits.
In depth comparison
Journalytic
journalytic.com
Investor journaling & process analytics: record decisions (buy/sell/pass/hold), run checklists, make probabilistic predictions, create self‑contracts, capture feelings/mood, tag & link entries, and review process analytics (top ideas, reason comparisons, heat maps, usage metrics). Open beta is currently free; native mobile app not yet available (use mobile web/PWA). Client‑side encryption before data leaves the browser; encrypted in transit and at rest.
Platforms
Pricing
Quick highlights
- Journal Actions: Record a Decision; Run a Checklist; Create a Self‑Contract; Make a Prediction; Capture a Feeling.
- Ideas & Tags: track tickers worldwide; create custom ideas for real estate, PE/VC, or crypto; color‑coded tags with their own note dashboards.
- Mood Graph: add emotions to entries and see them plotted alongside the price chart for mentioned ideas.
- Reports Dashboard: Top Ideas, Reason Comparison (buy/sell/pass/hold), Heat Map & activity tracking, usage metrics, daily activity, decision tracking.
- Search, sidebar navigation, linking entries, and dashboards to organize research.
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)
Where they differ
Journalytic
Distinct strengths include:
- Journal Actions: Record a Decision; Run a Checklist; Create a Self‑Contract; Make a Prediction; Capture a Feeling.
- Ideas & Tags: track tickers worldwide; create custom ideas for real estate, PE/VC, or crypto; color‑coded tags with their own note dashboards.
- Mood Graph: add emotions to entries and see them plotted alongside the price chart for mentioned ideas.
- Reports Dashboard: Top Ideas, Reason Comparison (buy/sell/pass/hold), Heat Map & activity tracking, usage metrics, daily activity, decision tracking.
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 | Journalytic | ValueSense |
|---|---|---|
Categories Which research workflows each platform targets | Shared: Research Templates Unique: Checklist, Notes & Highlights | Shared: Research Templates Unique: Stock Ideas, Screeners, Data Visualizations, Quant, Money Flow, Backtesting, Watchlist, News, Calendar, Valuation Models, Scores, Transcripts, Insider Data, 13F, Shared Workspaces, AI, AI Earnings Summary |
Asset types Supported asset classes and universes | Stocks, Real Estate, Cryptos, Private Funds | 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 | Free | Free, Subscription |
Key features Core capabilities called out by each vendor | Unique
| Unique
|
Tested Verified by hands-on testing inside Find My Moat | Not yet | Not yet |
Editor pick Featured inside curated shortlists | Standard listing | Standard listing |
Frequently Asked Questions
Which workflows do Journalytic and ValueSense both support?
Both platforms cover Research Templates workflows, so you can research those use cases in either tool before digging into the feature differences below.
Do Journalytic and ValueSense require subscriptions?
Both Journalytic and ValueSense keep freemium access with optional paid upgrades, so you can trial each platform before committing.
How can you access Journalytic and ValueSense?
Both Journalytic 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?
Journalytic differentiates itself with Journal Actions: Record a Decision; Run a Checklist; Create a Self‑Contract; Make a Prediction; Capture a Feeling., Ideas & Tags: track tickers worldwide; create custom ideas for real estate, PE/VC, or crypto; color‑coded tags with their own note dashboards., and Mood Graph: add emotions to entries and see them plotted alongside the price chart for mentioned ideas., 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..
Keep exploring
Keep exploring
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Recommended tools
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Overlap: Screeners, Stock Ideas, and Scores.
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Overlap: Transcripts, Notes & Highlights, and AI.
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Overlap: Stock Ideas, Scores, and Data Visualizations.
Stock IdeasScoresData Visualizations - Uncle StockHands-on review
Overlap: Screeners, Backtesting, and Watchlist.
ScreenersBacktestingWatchlist - FullRatio
Overlap: Screeners, Data Visualizations, and Valuation Models.
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Overlap: Screeners, Stock Ideas, and Backtesting.
ScreenersStock IdeasBacktesting
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.