VOL. XCIV, NO. 247

★ FINANCIAL TOOLS & SERVICES DIRECTORY ★

PRICE: 5 CENTS

Friday, October 31, 2025

Tool Comparison

Trendlyne vs Valuesider comparison

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

Quick takeaways

Trendlyne adds Analyst Forecasts, Analyst Price Targets, Analyst Recommendations, Data Visualizations, Options & Derivatives, Portfolio, Watchlist, Backtesting, Alerts, Calendar, Dividends, Splits, Acquisitions, IPO, Financials, Scores, Transcripts, Insider Data, Sheets / Excel Add-ins, and Broker Connectors coverage that Valuesider skips.

Valuesider includes 13F, and Blogs categories that Trendlyne omits.

Trendlyne ships a mobile app. Valuesider is web/desktop only.

In depth comparison

Trendlyne logo

Trendlyne

trendlyne.com

Hands-on review

Equity research and portfolio platform with coverage of both India and US markets. Screener alerts, backtests, and data downloads are tiered by plan—for example, screener alerts refresh as often as every 15 minutes on Pro/Pro Plus, backtest limits range from 200 to 1200 per year, and data exports expand from 2,000 rows to unlimited. Excel and Google Sheets integration is available on higher plans, with global access on Pro Plus. Broker sync works with major Indian brokers, and transcripts include AI summaries for faster digestion.

Platforms

WebMobile

Pricing

FreeSubscription

Quick highlights

  • Stock screener with over 1,000 parameters, plus prebuilt strategies and optional screener alerts (up to every 15 minutes on premium tiers).
  • Backtesting at both strategy and stock level, with plan-based limits (from a few hundred to over a thousand annual backtests).
  • Consensus estimates platform (“Forecaster”) with historical and real-time views on revenue, EPS, profit, dividends, cash flow, capex, and more.
  • DVM score (Durability-Valuation-Momentum) available with historical charts and exportable to CSV/XLS.
  • Flexible data downloads to Excel/CSV, with row limits on lower plans and unlimited access on higher tiers.

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Valuesider logo

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

Trendlyne

Distinct strengths include:

  • Stock screener with over 1,000 parameters, plus prebuilt strategies and optional screener alerts (up to every 15 minutes on premium tiers).
  • Backtesting at both strategy and stock level, with plan-based limits (from a few hundred to over a thousand annual backtests).
  • Consensus estimates platform (“Forecaster”) with historical and real-time views on revenue, EPS, profit, dividends, cash flow, capex, and more.
  • DVM score (Durability-Valuation-Momentum) available with historical charts and exportable to CSV/XLS.

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

AttributeTrendlyneValuesider
Categories

Which research workflows each platform targets

Shared: Screeners, Investor Holdings, News, Institutional Data

Unique: Analyst Forecasts, Analyst Price Targets, Analyst Recommendations, Data Visualizations, Options & Derivatives, Portfolio, Watchlist, Backtesting, Alerts, Calendar, Dividends, Splits, Acquisitions, IPO, Financials, Scores, Transcripts, Insider Data, Sheets / Excel Add-ins, Broker Connectors

Shared: Screeners, Investor Holdings, News, Institutional Data

Unique: 13F, Blogs

Asset types

Supported asset classes and universes

Stocks, Mutual Funds, Options, Futures

Stocks, ETFs

Experience levels

Who each product is built for

Beginner, Intermediate, Advanced

Beginner, Intermediate, Advanced

Platforms

Where you can access the product

Web, Mobile

Web

Pricing

High-level pricing models

Free, Subscription

Free

Key features

Core capabilities called out by each vendor

Unique

  • Stock screener with over 1,000 parameters, plus prebuilt strategies and optional screener alerts (up to every 15 minutes on premium tiers).
  • Backtesting at both strategy and stock level, with plan-based limits (from a few hundred to over a thousand annual backtests).
  • Consensus estimates platform (“Forecaster”) with historical and real-time views on revenue, EPS, profit, dividends, cash flow, capex, and more.
  • DVM score (Durability-Valuation-Momentum) available with historical charts and exportable to CSV/XLS.
  • Flexible data downloads to Excel/CSV, with row limits on lower plans and unlimited access on higher tiers.
  • Excel Connect and Google Sheets add-ins to pull live data directly into spreadsheets—available by plan, with full India+US coverage on Pro Plus.

Unique

  • 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).
  • Per‑ticker news pages that consolidate recent headlines.
Tested

Verified by hands-on testing inside Find My Moat

Yes

Not yet

Editor pick

Featured inside curated shortlists

Standard listing

Standard listing

Frequently Asked Questions

Which workflows do Trendlyne and Valuesider both support?

Both platforms cover Screeners, Investor Holdings, News, and Institutional Data workflows, so you can research those use cases in either tool before digging into the feature differences below.

Do Trendlyne and Valuesider require subscriptions?

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

Which tool has mobile access?

Trendlyne ships a dedicated mobile experience, while Valuesider focuses on web or desktop access.

What unique strengths set the two platforms apart?

Trendlyne differentiates itself with Stock screener with over 1,000 parameters, plus prebuilt strategies and optional screener alerts (up to every 15 minutes on premium tiers)., Backtesting at both strategy and stock level, with plan-based limits (from a few hundred to over a thousand annual backtests)., and Consensus estimates platform (“Forecaster”) with historical and real-time views on revenue, EPS, profit, dividends, cash flow, capex, and more., 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

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.