| What it does | Stock screener and research platform for value investors who pick their own stocks
| Investment portfolio tracker for long-term investors monitoring stocks, ETFs, crypto, forex, bonds, and mutual funds
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| Stage | Not given
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| Founded | Not given
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| Based in | US
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| Pricing model | Freemium
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| 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
| - Accurate Money-Weighted Rate of Return (MWRR) calculation
- Automated dividend and corporate action tracking
- Multi-portfolio support
- Global market and currency support
- Portfolio benchmarking
- Performance, trade, and dividend reports
- Diversity report and rebalancing tools
- Cash account tracking
- Export and import trades as CSV
- Portfolio sharing and collaboration
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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
| - True performance calculation using Money-Weighted Rate of Return like Warren Buffett and pension funds
- Covers 250,000+ financial instruments across 80+ global exchanges
- Unbiased analysis without broker incentives or financial influence
- Automatic tracking of dividends, mergers, spin-offs, and corporate restructuring
- Web and mobile access without app store downloads
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| Community votes | 0 | 0 |
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| DR (Domain Rating by Ahrefs) | 16 ● no change since last check | 24 ● no change since last check |
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| Trust Flow (Majestic) | 7 | 4 |
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| Citation Flow (Majestic) | 29 | 21 |
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| Referring domains (Majestic) | 99 | 25 |
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ValueScreener
Pro Stock Tracker