VOL. XCIV, NO. 247

★ A CURATED DIRECTORY OF FINANCIAL TOOLS AND RESOURCES ★

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Friday, December 26, 2025

Tool Comparison

Marketgenius vs Valuesider comparison

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

Quick takeaways

Marketgenius adds Financials, Valuation Models, Scores, Dividends, Short Interest, Institutional Data, Insider Data, and Blogs coverage that Valuesider skips.

Valuesider includes Screeners, and 13F categories that Marketgenius omits.

In depth comparison

Marketgenius logo

Marketgenius

marketgenius.app

Mobile-friendly stock discovery site centered on heatmaps and simple stock dashboards. The site markets "real-time" heatmaps for major indices and superinvestor portfolios and provides per-stock fundamentals/valuation stats plus a couple of simple scores. No public pricing, paid plans, or API docs found on the vendor site as of 2025-12-26; site appears ad-supported (Google AdSense) per privacy policy.

Platforms

Web

Pricing

Free

Quick highlights

  • Real-time stock heatmaps tracking major indices and "superinvestor portfolios" (site shows 700+ stocks tracked and 6 portfolios).
  • Heatmaps support multiple metrics beyond % change (e.g., price-to-book (MRQ), profit margin gross (MRQ)).
  • Per-stock pages include valuation + fundamentals (e.g., market cap, P/E, PEG, revenue (TTM), EPS, cash flow, margins).
  • Stock pages include ownership + positioning stats (institutional ownership, insider ownership, short interest) and dividend yield/dates.
  • Simple indicators/scores on stock pages (Industry Safety Score, Net Profitability Score) with peer comparison table.

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Valuesider logo

Valuesider

valuesider.com

Free web tool for tracking “superinvestor” portfolios and stock ownership changes based on SEC 13F filings. Valuesider notes 13F data is delayed (filed up to 45 days after quarter-end) and incomplete (e.g., shorts not included), and states it only shows data from 2013 Q2 onward due to filing format limitations; shares/prices are split-adjusted. Terms prohibit bots/automated scraping.

Platforms

Web

Pricing

Free

Quick highlights

  • Browse tracked value-investor (“guru”) portfolios and quarter-by-quarter activity (buys/sells) based on SEC 13F filings.
  • Free “Holdings Screener” over the aggregated (“grand”) guru portfolio, with filters (e.g., % of grand portfolio, number of gurus, security type) and export to XLSX/XLS/CSV.
  • Free “Activity Screener” for aggregated buy/sell changes across gurus, with filters (activity type/period, security type, portfolio-impact metrics) and export to XLSX/XLS/CSV.
  • Guru portfolio pages include an “Important” button linking to the original SEC reports and provide split-adjusted shares and reported prices.
  • Ticker pages show which tracked gurus hold a security and the ownership activity over time (based on gurus’ latest SEC reports).

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Where they differ

Marketgenius

Distinct strengths include:

  • Real-time stock heatmaps tracking major indices and "superinvestor portfolios" (site shows 700+ stocks tracked and 6 portfolios).
  • Heatmaps support multiple metrics beyond % change (e.g., price-to-book (MRQ), profit margin gross (MRQ)).
  • Per-stock pages include valuation + fundamentals (e.g., market cap, P/E, PEG, revenue (TTM), EPS, cash flow, margins).
  • Stock pages include ownership + positioning stats (institutional ownership, insider ownership, short interest) and dividend yield/dates.

Valuesider

Distinct strengths include:

  • Browse tracked value-investor (“guru”) portfolios and quarter-by-quarter activity (buys/sells) based on SEC 13F filings.
  • Free “Holdings Screener” over the aggregated (“grand”) guru portfolio, with filters (e.g., % of grand portfolio, number of gurus, security type) and export to XLSX/XLS/CSV.
  • Free “Activity Screener” for aggregated buy/sell changes across gurus, with filters (activity type/period, security type, portfolio-impact metrics) and export to XLSX/XLS/CSV.
  • Guru portfolio pages include an “Important” button linking to the original SEC reports and provide split-adjusted shares and reported prices.

Feature-by-feature breakdown

AttributeMarketgeniusValuesider
Categories

Which research workflows each platform targets

Shared: Data Visualizations, Investor Holdings

Unique: Financials, Valuation Models, Scores, Dividends, Short Interest, Institutional Data, Insider Data, Blogs

Shared: Data Visualizations, Investor Holdings

Unique: Screeners, 13F

Asset types

Supported asset classes and universes

Stocks

Stocks, ETFs, Mutual Funds, Closed-End Funds, Funds, Other

Experience levels

Who each product is built for

Beginner, Intermediate

Beginner, Intermediate

Platforms

Where you can access the product

Web

Web

Pricing

High-level pricing models

Free

Free

Key features

Core capabilities called out by each vendor

Unique

  • Real-time stock heatmaps tracking major indices and "superinvestor portfolios" (site shows 700+ stocks tracked and 6 portfolios).
  • Heatmaps support multiple metrics beyond % change (e.g., price-to-book (MRQ), profit margin gross (MRQ)).
  • Per-stock pages include valuation + fundamentals (e.g., market cap, P/E, PEG, revenue (TTM), EPS, cash flow, margins).
  • Stock pages include ownership + positioning stats (institutional ownership, insider ownership, short interest) and dividend yield/dates.
  • Simple indicators/scores on stock pages (Industry Safety Score, Net Profitability Score) with peer comparison table.
  • Free stock code validators for CFI, CUSIP, ISIN, LEI, SEDOL, and WKN codes.

Unique

  • Browse tracked value-investor (“guru”) portfolios and quarter-by-quarter activity (buys/sells) based on SEC 13F filings.
  • Free “Holdings Screener” over the aggregated (“grand”) guru portfolio, with filters (e.g., % of grand portfolio, number of gurus, security type) and export to XLSX/XLS/CSV.
  • Free “Activity Screener” for aggregated buy/sell changes across gurus, with filters (activity type/period, security type, portfolio-impact metrics) and export to XLSX/XLS/CSV.
  • Guru portfolio pages include an “Important” button linking to the original SEC reports and provide split-adjusted shares and reported prices.
  • Ticker pages show which tracked gurus hold a security and the ownership activity over time (based on gurus’ latest SEC reports).
  • Embeddable, automatically updated charts (copyable iframe code) for portfolios and tickers.
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Frequently Asked Questions

Which workflows do Marketgenius and Valuesider both support?

Both platforms cover Data Visualizations, and Investor Holdings workflows, so you can research those use cases in either tool before digging into the feature differences below.

Do Marketgenius and Valuesider require subscriptions?

Both Marketgenius and Valuesider keep freemium access with optional paid upgrades, so you can trial each platform before committing.

How can you access Marketgenius and Valuesider?

Both Marketgenius 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?

Marketgenius differentiates itself with Real-time stock heatmaps tracking major indices and "superinvestor portfolios" (site shows 700+ stocks tracked and 6 portfolios)., Heatmaps support multiple metrics beyond % change (e.g., price-to-book (MRQ), profit margin gross (MRQ))., and Per-stock pages include valuation + fundamentals (e.g., market cap, P/E, PEG, revenue (TTM), EPS, cash flow, margins)., whereas Valuesider stands out for Browse tracked value-investor (“guru”) portfolios and quarter-by-quarter activity (buys/sells) based on SEC 13F filings., Free “Holdings Screener” over the aggregated (“grand”) guru portfolio, with filters (e.g., % of grand portfolio, number of gurus, security type) and export to XLSX/XLS/CSV., and Free “Activity Screener” for aggregated buy/sell changes across gurus, with filters (activity type/period, security type, portfolio-impact metrics) and export to XLSX/XLS/CSV..

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.