valueinvesting.io

What It Is

ValueInvesting.io is a comprehensive valuation platform for value investing and equity research. Its main focus is “automated DCF valuation,” helping users reduce the time spent manually screening stocks, building models, and organizing financial data. The site also clearly states that it provides financial data and pre-calculated financial models, but does not offer legal, accounting, or investment advisory services.

Key Features and Data

The platform’s core capabilities include global stock DCF valuations, a stock screener, watchlists, advanced charts, AI-powered SEC/Filings Search, an earnings calendar, an economic calendar, Guru Portfolios, and Excel / Google Sheets exports. On the data side, the site says it uses public historical data, macro data, estimates from Prof. Damodaran, and unbiased consensus forecasts, covering more than 45,000 stocks across 60 major exchanges worldwide. For researchers, the ability to view and modify valuation assumptions is a major advantage, as it avoids relying entirely on black-box results.

Pricing and Trial

The pricing structure is fairly clear: the Free Plan is free forever and does not require a credit card, but it only provides full access to 5 stocks per month and exports for 3 stocks, with screening and watchlists limited to the S&P 500 and a restricted set of metrics. The Regional Plan costs $14.99/month, billed annually, covers one region, and includes unlimited exports, advanced screening, charts, and more. The Global Plan costs $42.99/month, billed annually, covers global stocks, and adds AI Filings Search, API access, global ETFs and mutual funds, and an economic calendar. Prices exclude a 10% tax. Enterprise plans require contacting the company, and students and educators can apply for discounts.

Pros and Cons

Its strengths include broad market coverage, an automated valuation workflow, batch export support, and the integration of DCF analysis, screening, charts, and filing search into a single research workflow. The Global Plan also provides API access, making it suitable for more systematic data usage. Limitations include the lack of disclosed payment methods, company location, and specific customer support channels on the page; the free version is quite restricted; and enterprise pricing is not transparent. In addition, although the valuation models are based on multiple types of public and forecast data, investment decisions still require users to exercise their own judgment.

Who It’s For and Access from China

It is best suited to value investors, individual researchers, students, investment research teams, and users who need cross-market screening and valuation. If you only follow a small number of U.S. stocks, the free version can be used for an initial trial; if you need global coverage or API access, the Global Plan is more appropriate. Access from mainland China cannot be determined from the available text, and payment methods are not disclosed. Similar alternatives worth considering include TIKR, Koyfin, Finviz, Morningstar, Seeking Alpha, and TradingView.