Stock screener and research platform for value investors who pick their own stocks
Research-grade stock analysis from SEC filings
Stage
Not given
Established
Founded
Not given
2020
Based in
US
Not given
Pricing model
Freemium
Freemium
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
Free plan: $0/mo. Pro plan: $24.99/mo or $249.99/yr. Ultimate plan: $49.99/mo or $499.99/yr. Launch offer: 50% off first 12 months on any paid plan with code FOUNDING50 (first 25 redemptions).
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
Nightly stock scoring with published methodology
SEC filing tracking and amendments
Auditor change detection
Insider and congressional trade tracking
Portfolio tracker and exposure breakdown
Trading setup scanning
Watchlist and alert management
Market data from multiple sources
Backtested signal methodology
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
Every number comes from published rules applied to SEC filings, never guessed or narrated by AI
Public track record of all calls graded against market performance
Same methodology and scoring across all pricing plans
Founding member rates locked in and never increase
No conflicts of interest: subscriptions only business model
ValueScreener
MatterOfStocks