VOL. XCIV, NO. 247

★ FINANCIAL TOOLS & SERVICES DIRECTORY ★

PRICE: 5 CENTS

Monday, November 17, 2025

Tool Comparison

QuantRocket vs ValueSense comparison

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

Quick takeaways

QuantRocket adds Auto-Trading & Bots, Advanced Order Types, Paper Trading, Data APIs, and Broker Connectors coverage that ValueSense skips.

ValueSense includes Stock Ideas, Data Visualizations, Money Flow, Watchlist, News, Calendar, Valuation Models, Scores, Transcripts, Insider Data, 13F, Research Templates, Shared Workspaces, AI, and AI Earnings Summary categories that QuantRocket omits.

In depth comparison

QuantRocket

quantrocket.com

A Docker-based research, backtesting, and live-trading platform built around Jupyter. The free tier is limited to research, while paid plans unlock live and paper trading along with bundled US minute-bar data. Broader global datasets are available via third-party providers. Its tight IBKR integration brings advanced order types, while real-time market data can be streamed from IBKR, Polygon, or Alpaca.

Platforms

WebAPI

Pricing

FreeSubscription

Quick highlights

Includes survivorship-bias-free US minute-bar data (from 2007 onward) for Zipline backtests and live trading, with optional real-time feeds from brokers like IBKR and Alpaca.
Supports point-in-time screening and ranking pipelines, and integrates with Alphalens and Pyfolio for in-notebook analysis inside Jupyter.
Global coverage through Interactive Brokers’ historical and real-time data across 60+ exchanges, plus optional feeds like EDI global EOD, Sharadar fundamentals, and Brain sentiment datasets.
Deep IBKR integration enabling advanced order types such as algorithmic, parent-child, and bracket orders, as well as combos/spreads, margin 'what-if' checks, option greeks, and auction imbalance data.
Streams tick-level data into TimescaleDB with WebSocket access, and allows flexible bar aggregation.

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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

QuantRocket

Distinct strengths include:

Auto-Trading & Bots Advanced Order Types Paper Trading Data APIs Broker Connectors

Includes survivorship-bias-free US minute-bar data (from 2007 onward) for Zipline backtests and live trading, with optional real-time feeds from brokers like IBKR and Alpaca.
Supports point-in-time screening and ranking pipelines, and integrates with Alphalens and Pyfolio for in-notebook analysis inside Jupyter.
Global coverage through Interactive Brokers’ historical and real-time data across 60+ exchanges, plus optional feeds like EDI global EOD, Sharadar fundamentals, and Brain sentiment datasets.
Deep IBKR integration enabling advanced order types such as algorithmic, parent-child, and bracket orders, as well as combos/spreads, margin 'what-if' checks, option greeks, and auction imbalance data.

ValueSense

Distinct strengths include:

Stock Ideas Data Visualizations Money Flow Watchlist News Calendar Valuation Models Scores

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	QuantRocket	ValueSense
Categories Which research workflows each platform targets	Shared: Screeners, Quant, Backtesting Unique: Auto-Trading & Bots, Advanced Order Types, Paper Trading, Data APIs, Broker Connectors	Shared: Screeners, Quant, Backtesting Unique: Stock Ideas, Data Visualizations, Money Flow, Watchlist, News, Calendar, Valuation Models, Scores, Transcripts, Insider Data, 13F, Research Templates, Shared Workspaces, AI, AI Earnings Summary
Asset types Supported asset classes and universes	Stocks, ETFs, Futures, Currencies, Options	Stocks, ETFs
Experience levels Who each product is built for	Beginner, Intermediate, Advanced	Beginner, Intermediate, Advanced
Platforms Where you can access the product	Web, API	Web
Pricing High-level pricing models	Free, Subscription	Free, Subscription
Key features Core capabilities called out by each vendor	Unique Includes survivorship-bias-free US minute-bar data (from 2007 onward) for Zipline backtests and live trading, with optional real-time feeds from brokers like IBKR and Alpaca. Supports point-in-time screening and ranking pipelines, and integrates with Alphalens and Pyfolio for in-notebook analysis inside Jupyter. Global coverage through Interactive Brokers’ historical and real-time data across 60+ exchanges, plus optional feeds like EDI global EOD, Sharadar fundamentals, and Brain sentiment datasets. Deep IBKR integration enabling advanced order types such as algorithmic, parent-child, and bracket orders, as well as combos/spreads, margin 'what-if' checks, option greeks, and auction imbalance data. Streams tick-level data into TimescaleDB with WebSocket access, and allows flexible bar aggregation. REST API ('Houston') with Python client and CLI tools; endpoints return CSV or JSON for easy downstream use.	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	Standard listing	Standard listing

Frequently Asked Questions

Which workflows do QuantRocket and ValueSense both support?

Both platforms cover Screeners, Quant, and Backtesting workflows, so you can research those use cases in either tool before digging into the feature differences below.

Do QuantRocket and ValueSense require subscriptions?

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

How can you access QuantRocket and ValueSense?

Both QuantRocket 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?

QuantRocket differentiates itself with Includes survivorship-bias-free US minute-bar data (from 2007 onward) for Zipline backtests and live trading, with optional real-time feeds from brokers like IBKR and Alpaca., Supports point-in-time screening and ranking pipelines, and integrates with Alphalens and Pyfolio for in-notebook analysis inside Jupyter., and Global coverage through Interactive Brokers’ historical and real-time data across 60+ exchanges, plus optional feeds like EDI global EOD, Sharadar fundamentals, and Brain sentiment datasets., 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..

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