VOL. XCIV, NO. 247

★ A CURATED DIRECTORY OF FINANCIAL TOOLS ★

PRICE: 5 CENTS

Saturday, December 13, 2025

Tool Comparison

ValueSense vs Valuesider comparison

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

Quick takeaways

ValueSense adds Stock Ideas, Quant, Money Flow, Backtesting, Watchlist, News, Calendar, Valuation Models, Scores, Transcripts, Insider Data, Research Templates, Shared Workspaces, AI, and AI Earnings Summary coverage that Valuesider skips.

Valuesider includes Investor Holdings categories that ValueSense omits.

In depth comparison

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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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

ValueSense

Distinct strengths include:

Stock Ideas Quant Money Flow Backtesting Watchlist News Calendar Valuation Models

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.

Valuesider

Distinct strengths include:

Investor Holdings

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	ValueSense	Valuesider
Categories Which research workflows each platform targets	Shared: Screeners, Data Visualizations, 13F Unique: Stock Ideas, Quant, Money Flow, Backtesting, Watchlist, News, Calendar, Valuation Models, Scores, Transcripts, Insider Data, Research Templates, Shared Workspaces, AI, AI Earnings Summary	Shared: Screeners, Data Visualizations, 13F Unique: Investor Holdings
Asset types Supported asset classes and universes	Stocks, ETFs	Stocks, ETFs, Mutual Funds, Closed-End Funds, Funds, Other
Experience levels Who each product is built for	Beginner, Intermediate, Advanced	Beginner, Intermediate
Platforms Where you can access the product	Web	Web
Pricing High-level pricing models	Free, Subscription	Free
Key features Core capabilities called out by each vendor	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.	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 ValueSense and Valuesider both support?

Both platforms cover Screeners, Data Visualizations, and 13F workflows, so you can research those use cases in either tool before digging into the feature differences below.

Do ValueSense and Valuesider require subscriptions?

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

How can you access ValueSense and Valuesider?

Both ValueSense 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?

ValueSense differentiates itself with 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., 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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