Tool Comparison
Testfol.io vs Validea
- Paid from
- $15/mo
- Free plan
- Yes
- Platforms
- Web
Best if
- You want the cheaper way in: plans start at $15/mo instead of $22.5/mo
- You want risk metrics and compounding calculator.
- Paid from
- $22.50/mo
- Free plan
- Yes
- Platforms
- Web
Best if
- You want stock ideas, screeners, and ETF screeners.
Pick Testfol.io instead if
Testfol.io
Free • From $15/mo · Web
- You want the cheaper way in: plans start at $15/mo instead of $22.5/mo
- You want risk metrics and compounding calculator.
Start here
Validea
Free • From $269.95/yr · Web
- You want stock ideas, screeners, and ETF screeners.
Skip both if: Neither one clicks with how you research; there are strong third options.
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Our take
The bottom line
Testfol.io and Validea cover a lot of the same ground (3 shared categories, backtesting, correlation, and quant), so for the basics you won't go far wrong with either. Validea simply does more: 15 categories to Testfol.io's 5, including stock ideas, screeners, and ETF screeners. Testfol.io counters by starting cheaper at $15/mo.
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Testfol.io
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Validea
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Key differences at a glance
- Cheaper paid plan
- Testfol.io$15/mo vs $22.5/mo
- Free trial
- Testfol.io7 days
- Broader coverage
- Validea15 vs 5 categories
- Asset coverage
- Testfol.ioAdds mutual funds
- Free plan
- Both
What Testfol.io does best
- Tools for building multi-asset portfolio backtests using ETFs, mutual funds, stocks, cashflow legs, and rebalancing controls such as rebalance bands.
- Review performance and risk statistics such as cumulative return, CAGR, money-weighted return, max drawdown, volatility, Sharpe, Sortino, and beta.
- Asset Analyzer for historical performance analysis and daily-return correlations.
- Testing tools for tactical allocation rules that swap between allocations using documented indicators, trading frequency, offsets, cashflows, benchmarks, and current-status views.
- Portfolio Optimizer searches for asset allocation and use choices based on user-provided inputs.
What Validea does best
- Review stock portfolios based on Buffett, Graham, Lynch, Piotroski, Greenblatt, O'Shaughnessy, momentum, quality, value, and other strategies.
- ETF model portfolios, risk-managed ETF portfolios, sector rotation, factor rotation, and macro/factor approaches.
- Direct access to factor reports, guru analysis, guru stock screeners, ETF factor reports, and ETF factor screeners.
- Trend following, market valuation, rating changes, strategy/ETF matching, and portfolio correlation tools.
- Limited public results for stock and ETF screens based on Piotroski F-score, quality, value, momentum, and multiple factors.
Side by side
Pricing comparison
See for yourself
Side by side
Price, platforms, data, and market coverage.ShowHide
Side by side
| Attribute | ||
|---|---|---|
| Pricing & plans | ||
Starting price | Free • From $15/mo | Free • From $269.95/yr |
Free tier | Yes | Yes |
Free trial | 7 days | — |
Plan limits | 10 limits: Free (Anonymous): note: Some tools (e.g., Signal Analyzer) require sign-in., Pro: annual price usd: 150 +8 more | — |
| Platforms & access | ||
Web app | Yes | Yes |
Mobile app | No | No |
API access | No | No |
Broker sync | — | No |
| Audience & fit | ||
Experience level | Intermediate, Advanced | Intermediate, Advanced |
Best for | Retail Traders, Pro Retail +2 more | Retail Traders, Pro Retail +5 more |
Categories covered | 5 | 15 |
Regions | — | North America |
| Data & capabilities | ||
Data quality | Latency: End of Day and Granularity: EOD | Latency: End of Day and Granularity: EOD |
Data partners | FRED | LSEG |
Capabilities | Rebalancing and Correlation | 6 signals: Ranking backtests, Universe builder +4 more |
| Try it | Visit Testfol.io | Visit Validea |
Standout features
The best features of Testfol.io and Validea.ShowHide
Standout features
What Testfol.io does best
- Tools for building multi-asset portfolio backtests using ETFs, mutual funds, stocks, cashflow legs, and rebalancing controls such as rebalance bands.
- Review performance and risk statistics such as cumulative return, CAGR, money-weighted return, max drawdown, volatility, Sharpe, Sortino, and beta.
- Asset Analyzer for historical performance analysis and daily-return correlations.
- Testing tools for tactical allocation rules that swap between allocations using documented indicators, trading frequency, offsets, cashflows, benchmarks, and current-status views.
- Portfolio Optimizer searches for asset allocation and use choices based on user-provided inputs.
What Validea does best
- Review stock portfolios based on Buffett, Graham, Lynch, Piotroski, Greenblatt, O'Shaughnessy, momentum, quality, value, and other strategies.
- ETF model portfolios, risk-managed ETF portfolios, sector rotation, factor rotation, and macro/factor approaches.
- Direct access to factor reports, guru analysis, guru stock screeners, ETF factor reports, and ETF factor screeners.
- Trend following, market valuation, rating changes, strategy/ETF matching, and portfolio correlation tools.
- Limited public results for stock and ETF screens based on Piotroski F-score, quality, value, momentum, and multiple factors.
All details
Every attribute we track for Testfol.io and Validea.ShowHide
All details
| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFsMutual Funds | StocksETFs |
Experience | IntermediateAdvanced | IntermediateAdvanced |
Target audience | Retail TradersPro RetailLong-term InvestorsQuants/Developers | Retail TradersPro RetailLong-term InvestorsValue InvestorsQuality InvestorsQuants/DevelopersStudents/Researchers |
Regions | Not specified | North America |
Coverage details | Identifiers: Ticker | Countries: US and CAIdentifiers: Ticker |
| Data | ||
Data freshness | End of Day | End of Day |
Data granularity | EOD | EOD |
Data partners | FRED | LSEG |
| Access & integrations | ||
Export formats | CSV | Not specified |
| Plans & trust | ||
Capability signals | RebalancingCorrelation | Ranking backtestsUniverse builderFactors: Value, Quality, Momentum, Growth, and LowVolFactor exposurePortfolio factor exposureCorrelation |
Vendor & support | Support: Email | The Reese Group, LLCCountry: United StatesSupport: Email |
Green tags are exclusive to that tool in this comparison.
Pricing
Plans, billing, free trials, and monthly prices.ShowHide
Pricing
| Tier | ||
|---|---|---|
| Free plan | Free“Free (Anonymous)”note: Some tools (e.g., Signal Analyzer) require sign-in. | Free“Free public research and newsletter” |
| Entry paid plan | $15/mo“Pro”annual price usd: 150 · annual monthly equivalent usd: 12.5 · +1 more | $269.95/yr≈ $22.50/mo“Validea Standard” |
| Tier 2 | $30/mo“Pro+”annual price usd: 300 · annual monthly equivalent usd: 25 · +3 more | $899.95/yr≈ $75/mo“Validea Pro” |
| Top plan | $960/yr≈ $80/mo“Max”billed: Annually | — |
| Free trial | 7 days | — |
Alternatives
Free alternatives
Questions we keep getting
What's the difference between Testfol.io and Validea?
Testfol.io leans toward backtesting, correlation, and risk metrics, while Validea puts more weight on stock ideas, screeners, and ETF screeners. They overlap in 3 categories, so for most people it comes down to workflow preference and price.
How much do Testfol.io and Validea cost?
Good news: both Testfol.io and Validea have free plans, so you can run them side by side and only pay if you hit a wall.
Should I choose Testfol.io or Validea?
It depends on what you're after. Pick Testfol.io if risk metrics and compounding calculator matter to you; go with Validea if you'd rather have stock ideas and screeners. And if you only need the basics both share, let price decide.
What asset classes do Testfol.io and Validea cover?
Both cover stocks and ETFs. Testfol.io also handles mutual funds.
Can I export data from Testfol.io and Validea?
Testfol.io exports to CSV. Validea is stingier about getting data out.
Are Testfol.io and Validea 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: Testfol.io or Validea?
Validea has a stock screener for surfacing ideas; Testfol.io doesn't, and focuses its energy elsewhere.
Can I track my portfolio with Testfol.io or Validea?
Validea handles portfolio tracking. Testfol.io is really a research tool; you'd track your portfolio elsewhere.
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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.