Stock screener and research platform for value investors who pick their own stocks
Advanced stock and ETF analysis with real-time data and financial insights
Stage
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Founded
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Based in
US
UA
Pricing model
Freemium
Free
Pricing
Curious is free. Serious plan $29/month or $299/year. Professional plan $99/month or $999/year. Home Market Packs for markets outside the US: one market $15/month or $149/year; all regions $499/month or $4,999/year. New accounts start with 30 days of Professional free, no card required, with a 30-da
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Key features
Company research with figures compared against peers and historical filing data
Portfolio tracking showing holdings as one business with size, risk, income and shared exposure
Thesis writing and nightly re-testing of guardrails against filed accounts
Weekly brief summarizing which guardrails passed and failed across all holdings
Excel add-in to pull filed figures directly into spreadsheets with source citations
Access to 54 markets outside the US with Home Market Packs
Ranked investor discipline tests including Graham, Buffett, Greenblatt and Piotroski methodologies
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What makes it different
All figures sourced to their origin: filed statements with formulas and filing dates, or market data with its date
Nightly re-testing of your investment thesis against new filings, with alerts only when guardrails break
No investment advice, buy/sell recommendations, or fair value targets; you make all decisions
Focuses exclusively on long-term investors who research companies; explicitly excludes traders and model-portfolio followers
Open and transparent financial data without paywalls
Educational focus with straightforward, accessible insights
Currency conversion for foreign company financial reports
ValueScreener
AssetsAnalyzer