| 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
| - 30-second stock analysis with DNA score from 0-100
- Analysis across 2,000+ signals spanning fundamentals, valuation, technicals, momentum, sentiment, and risk
- Ten composite category scores including Business Quality, Growth Outlook, Financial Strength, Valuation, Institutional, Trend & Structure, Momentum, Relative Strength, Risk, and News Sentiment
- Plain-English breakdowns of quantitative analysis
- Side-by-side stock comparison with dual DNA radars
- Stock screener with pre-built theme baskets including Penny Stocks, Growth Stocks, Value Stocks, Dividend Income, Quality Blue-Chips, Momentum Breakouts, Oversold Bounces, and High Risk/High Reward
- Watchlist that tracks DNA score changes for each stock
- Daily score updates recalculated each evening after market close
- Free financial calculators including Buffett Score, Intrinsic Value, DCF Calculator, PEG Calculator, Compound Interest, and Retirement Projector
- Access to 5,200+ analyzed US stocks
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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
| - Converts 2,000+ data points into one instantly understandable 0-100 DNA score instead of hours of spreadsheet research
- Fixed, published formula methodology rather than subjective analyst opinions
- Scores recalculated daily with real-time quote updates rather than static quarterly snapshots
- Presents scores as objective data-driven labels rather than buy/sell recommendations
- Analyzes institutional ownership, sentiment, and technicals alongside fundamentals in one composite view
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ValueScreener
StockDNA