Monexa adds News Sentiment, Calendar, Financials, Transcripts, Valuation Models, Analyst Forecasts, Analyst Price Targets, Dividends, Insider Data, 13D/13G, Watchlist, US Government Trades, and AI Chat coverage that Valuesider skips.
VOL. XCIV, NO. 247
★ FINANCIAL TOOLS & SERVICES DIRECTORY ★
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Saturday, November 1, 2025
Tool Comparison
Monexa vs Valuesider comparison
Compare pricing, supported platforms, categories, and standout capabilities to decide which tool fits your workflow.
Quick takeaways
Valuesider includes Blogs categories that Monexa omits.
In depth comparison
Monexa
monexa.ai
AI‑augmented equity research workstation with company dashboards (financials, estimates, insider trades, dividends, SEC filings, ownership), news with sentiment filters, an equity screener, watchlists, Whale Tracker (institutional portfolios/13F), and Congressional Trading. Pro unlocks AI reports (corporate finance, peer benchmarks, SWOT) and full transcript history/analysis.
Categories
Platforms
Web
Pricing
FreeSubscription
Quick highlights
- Company dashboards with tabs for Financials, Estimates, Insider Transactions, Dividends, SEC Filings, Ownership, and Transcripts.
- AI Financial Analysis: executive overview, bull/base/bear scenario modeling, and financial‑health (cash, leverage, DuPont) refreshed each earnings cycle (Pro).
- AI Peer Analysis: benchmark valuation, growth, profitability, and capital returns vs. peers in one AI report (Pro).
- AI SWOT Analysis previews and full SWOT in Pro.
- Earnings call Transcripts with gated full history and transcript analysis in Pro.
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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
Monexa
Distinct strengths include:
News SentimentCalendarFinancialsTranscriptsValuation ModelsAnalyst ForecastsAnalyst Price TargetsDividends
- Company dashboards with tabs for Financials, Estimates, Insider Transactions, Dividends, SEC Filings, Ownership, and Transcripts.
- AI Financial Analysis: executive overview, bull/base/bear scenario modeling, and financial‑health (cash, leverage, DuPont) refreshed each earnings cycle (Pro).
- AI Peer Analysis: benchmark valuation, growth, profitability, and capital returns vs. peers in one AI report (Pro).
- AI SWOT Analysis previews and full SWOT in Pro.
Valuesider
Distinct strengths include:
- 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 | Monexa | Valuesider |
|---|---|---|
Categories Which research workflows each platform targets | Shared: News, Institutional Data, 13F, Screeners, Investor Holdings Unique: News Sentiment, Calendar, Financials, Transcripts, Valuation Models, Analyst Forecasts, Analyst Price Targets, Dividends, Insider Data, 13D/13G, Watchlist, US Government Trades, AI Chat | Shared: News, Institutional Data, 13F, Screeners, Investor Holdings Unique: Blogs |
Asset types Supported asset classes and universes | Stocks, ETFs | 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, Subscription | Free |
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 Monexa and Valuesider both support?
Both platforms cover News, Institutional Data, 13F, Screeners, and Investor Holdings workflows, so you can research those use cases in either tool before digging into the feature differences below.
Do Monexa and Valuesider require subscriptions?
Both Monexa and Valuesider keep freemium access with optional paid upgrades, so you can trial each platform before committing.
How can you access Monexa and Valuesider?
Both Monexa 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?
Monexa differentiates itself with Company dashboards with tabs for Financials, Estimates, Insider Transactions, Dividends, SEC Filings, Ownership, and Transcripts., AI Financial Analysis: executive overview, bull/base/bear scenario modeling, and financial‑health (cash, leverage, DuPont) refreshed each earnings cycle (Pro)., and AI Peer Analysis: benchmark valuation, growth, profitability, and capital returns vs. peers in one AI report (Pro)., 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..
Keep exploring
Keep exploring
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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.