★ BEST INVESTING TOOLS COMPARISON ★
VOL. XCIV, NO. 247
Tool comparison edition
Tool Comparison
Monexa vs Valuesider
Start here
Monexa
Free • From $9.90/mo · Web
- Delayed quotes won't cut it; you need real-time data
- You care about stock ideas, news, and calendar, things Valuesider doesn't offer
- You've outgrown the basics and want pro-level depth
Pick Valuesider instead if
Valuesider
Free · Web
- Go this way if it's completely free.
Skip both if: Neither one clicks with how you research; there are strong third options.
See alternativesOutbound links may include affiliate or sponsor codes.
Our take
The bottom line
Monexa and Valuesider cover a lot of the same ground (3 shared categories, screeners, data visualizations, and institutional ownership), so for the basics you won't go far wrong with either. Monexa simply does more: 17 categories to Valuesider's 3, including stock ideas, news, and calendar. Valuesider counters by being completely free.
What readers say
Monexa
Vote once to reveal the community verdict.
Valuesider
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Key differences at a glance
- Real-time data
- Monexa
- Free trial
- Monexa7 days
- Broader coverage
- Monexa17 vs 3 categories
- Free plan
- Both
See for yourself
How they stack up
The side-by-side table: pricing, platforms, data, and coverage at a glance.ShowHide
How they stack up
The side-by-side table: pricing, platforms, data, and coverage at a glance.| Attribute | ||
|---|---|---|
| Pricing & plans | ||
Starting price | Free • From $9.90/mo | Free |
Free tier | Yes | Yes |
Free trial | 7 days | — |
Plan limits | 13 limits: Free: financial history: 5Y, Free: charting: 10Y +11 more | — |
| Platforms & access | ||
Web app | Yes | Yes |
Mobile app | No | No |
API access | No | No |
| Audience & fit | ||
Experience level | Beginner, Intermediate, Advanced | Beginner, Intermediate |
Best for | Retail Traders, Pro Retail +4 more | Retail Traders, Pro Retail +4 more |
Categories covered | 17 | 3 |
Regions | — | — |
| Data & capabilities | ||
Data quality | Latency: Real-time and Granularity: EOD | Adjustments: Splits |
Data partners | Financial exchanges / third-party providers | — |
Capabilities | — | Universe builder |
Security | 3 signals: Data residency: Other, Encryption at rest +1 more | — |
| Try it | Visit Monexa | Visit Valuesider |
Where each one shines
What Monexa and Valuesider each do best.ShowHide
Where each one shines
What Monexa and Valuesider each do best.What Monexa does best
- Dashboard, News, AI Chat, Calendar, Screener, Watchlist, Whale Tracker, and Congressional Trading modules from one web workspace.
- Screening for stocks with saved screeners, templates, custom filters, and plan-based saved-screen limits.
- Research coverage for global company pages with financial statements, valuation metrics, stock charts, comparison tools, and plan-based history depth.
- Views for reviewing SEC filings by filing type, filing date, CIK, and source-document view actions.
- Work through earnings calls with transcript history, search, AI summaries, and AI analysis where plan access permits.
What Valuesider does best
- Browsing access to tracked value-investor and superinvestor portfolios with quarter-by-quarter holdings and activity from SEC 13F filings.
- Views for reviewing homepage summaries such as top owned securities, top buys, top sells, and biggest aggregated investments across tracked gurus.
- The Holdings Screener to filter the aggregate guru portfolio by ownership, number of gurus, security type, and portfolio-impact fields.
- The Activity Screener to analyze aggregated buy and sell changes across investors and quarter windows.
- Export support for screener results to XLSX, XLS, or CSV for offline research notes and spreadsheets.
Every detail we compared
Every tracked attribute for Monexa and Valuesider, side by side.ShowHide
Every detail we compared
Every tracked attribute for Monexa and Valuesider, side by side.| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFsBondsCommoditiesFunds | StocksETFsMutual FundsClosed-End FundsFundsOther |
Experience | BeginnerIntermediateAdvanced | BeginnerIntermediate |
Target audience | Retail TradersPro RetailAnalystsLong-term InvestorsValue InvestorsGrowth Investors | Retail TradersPro RetailValue InvestorsLong-term InvestorsAnalystsStudents/Researchers |
Coverage details | Identifiers: Ticker | Identifiers: Ticker and CUSIP |
| Data | ||
Data freshness | Real-time | Not specified |
Data granularity | EOD | Not specified |
Data partners | Financial exchanges / third-party providers | Not specified |
| Access & integrations | ||
Export formats | Excel | CSVExcel |
| Plans & trust | ||
Security & compliance | Data residency: OtherEncryption at restEncryption in transit | Not specified |
Capability signals | Not specified | Universe builder |
Vendor & support | Alpine Labs Ltda.Country: BrazilSupport: Email | ValuesiderSupport: Email |
Green tags are exclusive to that tool in this comparison.
What you'll actually pay
Plans, billing, trials, and per-month pricing for both tools.ShowHide
What you'll actually pay
Plans, billing, trials, and per-month pricing for both tools.| Tier | ||
|---|---|---|
| Free plan | Freefinancial history: 5Y · charting: 10Y · +4 more | Free |
| Entry paid plan | $9.90/mo“Pro”financial history: 30Y · charting: 30Y · +5 more | — |
| Free trial | 7 days | — |
Questions we keep getting
What's the difference between Monexa and Valuesider?
Monexa leans toward screeners, stock ideas, and news, while Valuesider puts more weight on screeners, institutional ownership, and data visualizations. They overlap in 3 categories, so for most people it comes down to workflow preference and price.
How much do Monexa and Valuesider cost?
Good news: both Monexa and Valuesider have free plans, so you can run them side by side and only pay if you hit a wall.
Which is better for beginners: Monexa or Valuesider?
Honestly, neither is aimed at beginners. Expect a learning curve either way; that's the trade-off for the depth they offer.
Should I choose Monexa or Valuesider?
It depends on what you're after. Pick Monexa if stock ideas and news matter to you; go with Valuesider if you prefer its overall approach. And if you only need the basics both share, let price decide.
What asset classes do Monexa and Valuesider cover?
Both cover stocks, ETFs, and funds. Monexa also handles bonds and commodities. Valuesider adds mutual funds, closed-end funds, and other on top.
Does Monexa or Valuesider have real-time data?
Monexa offers real-time data, which matters if you trade actively. Valuesider runs on delayed or end-of-day data, which is perfectly fine for longer-term investors who don't live and die by the tick.
Can I export data from Monexa and Valuesider?
Yes, both export to spreadsheets (Excel), which is handy if you like running your own numbers.
Are Monexa and Valuesider good for long-term investing?
Yes, both are aimed squarely at long-term investors. Compare their coverage, workflow, and price before assuming they solve the same long-term research job.
Which has a better stock screener: Monexa or Valuesider?
Both Monexa and Valuesider include stock screeners, and they differ more in interface than raw power; try both and see which one clicks for you.
Keep researching
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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.