VOL. XCIV, NO. 247

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Friday, December 26, 2025

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Tool Comparison

Total Real Returns vs Valuesider comparison

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

Quick takeaways

Total Real Returns adds Risk Metrics coverage that Valuesider skips.

Valuesider includes Screeners, Investor Holdings, and 13F categories that Total Real Returns omits.

In depth comparison

Total Real Returns

totalrealreturns.com

Web tool for CPI-U inflation-adjusted ("real") and nominal total return charts with dividends reinvested, plus returns tables and drawdowns (EOD; daily updates ~8pm ET).

Platforms

Web

Pricing

Free

Quick highlights

CPI-U inflation-adjusted "Total Real Return" charts with dividends reinvested (purchasing-power view).
Toggle inflation adjustment on/off (real vs. nominal dollars) on chart pages.
Compare multiple symbols on a single chart by entering comma-separated tickers.
Controls for custom date ranges and normalization modes (Start=1, End=1, IPO=1, Off).
Per-symbol performance breakdown includes overall return, exponential trendline/annualized rates (with R^2), growth of $10,000, annual returns, and drawdowns.

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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

Total Real Returns

Distinct strengths include:

Risk Metrics

CPI-U inflation-adjusted "Total Real Return" charts with dividends reinvested (purchasing-power view).
Toggle inflation adjustment on/off (real vs. nominal dollars) on chart pages.
Compare multiple symbols on a single chart by entering comma-separated tickers.
Controls for custom date ranges and normalization modes (Start=1, End=1, IPO=1, Off).

Valuesider

Distinct strengths include:

Screeners Investor Holdings 13F

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

Attribute	Total Real Returns	Valuesider
Categories Which research workflows each platform targets	Shared: Data Visualizations Unique: Risk Metrics	Shared: Data Visualizations Unique: Screeners, Investor Holdings, 13F
Asset types Supported asset classes and universes	Stocks, ETFs, Mutual Funds, Currencies	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 CPI-U inflation-adjusted "Total Real Return" charts with dividends reinvested (purchasing-power view). Toggle inflation adjustment on/off (real vs. nominal dollars) on chart pages. Compare multiple symbols on a single chart by entering comma-separated tickers. Controls for custom date ranges and normalization modes (Start=1, End=1, IPO=1, Off). Per-symbol performance breakdown includes overall return, exponential trendline/annualized rates (with R^2), growth of $10,000, annual returns, and drawdowns. Instrument pages include common stocks, ETFs, mutual funds, and a USDOLLAR cash/currency series.	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.
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 Total Real Returns and Valuesider both support?

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

Do Total Real Returns and Valuesider require subscriptions?

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

How can you access Total Real Returns and Valuesider?

Both Total Real Returns 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?

Total Real Returns differentiates itself with CPI-U inflation-adjusted "Total Real Return" charts with dividends reinvested (purchasing-power view)., Toggle inflation adjustment on/off (real vs. nominal dollars) on chart pages., and Compare multiple symbols on a single chart by entering comma-separated tickers., 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..

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