VOL. XCIV, NO. 247

★ FINANCIAL TOOLS & SERVICES DIRECTORY ★

PRICE: 5 CENTS

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

Journalytic adds Checklist, and Notes & Highlights coverage that ValueSense skips.

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 logo

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

Web

Pricing

Free

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.

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ValueSense logo

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.

Platforms

Web

Pricing

FreeSubscription

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.

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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

AttributeJournalyticValueSense
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

  • 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.
  • Reminders & Idea Alerts: set time‑based reminders and inactivity alerts (e.g., 30/60‑day) per idea.

Unique

  • 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.
  • Stock charting for fundamentals & KPIs with multi‑view layouts; PNG export.
Tested

Verified by hands-on testing inside Find My Moat

Not yet

Not yet

Editor pick

Featured inside curated shortlists

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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

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.