ValueInvesting.io Alternatives: what you keep, gain and lose
By Jay Rocco, Chief Editor, FullStack Alpha. Updated . Prices checked on each vendor's own site.
ValueInvesting.io is an AI research and analysis tool known for DCF valuations. These alternatives are matched on the features ValueInvesting.io actually has, so each one shows what you keep, what you gain and what you give up if you switch.
6 of these 10 alternatives are free to start, the cheapest paid plan is $15/mo, and on average they cover 67% of what ValueInvesting.io does.
Best ValueInvesting.io alternatives
1. Optuma (Close replacement, covers 83% of ValueInvesting.io)
Professional technical analysis software with relative rotation graphs and scripted scans
You keep: AI chat assistant, Stock screener, Charting, Fundamentals, Global markets. You gain: Backtesting, Strategy builder, Managed portfolios, Alerts. You lose: API access.
Watch out: Every plan has a 12-month minimum contract, even when you pay monthly.
Price: From $165/mo. ValueInvesting.io vs Optuma
2. Portfolio123 (Close replacement, covers 83% of ValueInvesting.io)
Quant workbench for ranking systems, point-in-time backtests and machine-learning stock predictors.
You keep: Stock screener, Charting, Fundamentals, API access, Global markets. You gain: Backtesting, Strategy builder, Broker connection. You lose: AI chat assistant.
Watch out: Backtest length and features grow with the plan, and AI Factor training carries extra usage fees.
Price: Free, paid from $25/mo. ValueInvesting.io vs Portfolio123
3. DiscountingCashFlows (Partial overlap, covers 67% of ValueInvesting.io)
Stock valuation site that runs editable DCF and other fair value models on 40,000+ companies.
You keep: Stock screener, Charting, Fundamentals, API access. You gain: Alerts. You lose: AI chat assistant, Global markets.
Watch out: Free plan allows only 1 alert and 3 watches, with limited history.
Price: Free, paid from $15/mo. ValueInvesting.io vs DiscountingCashFlows
4. YCharts (Partial overlap, covers 67% of ValueInvesting.io)
Premium investment research platform enhanced with AI tools for advisors and wealth managers.
You keep: AI chat assistant, Stock screener, Charting, Fundamentals. You gain: News and sentiment, Portfolio tracking, MCP / AI connector. You lose: API access, Global markets.
Watch out: Pricing is quote based and aimed at advisors, so our listed $300 a month is unconfirmed.
Price: $300/mo. ValueInvesting.io vs YCharts
5. TrendSpider (Partial overlap, covers 67% of ValueInvesting.io)
Automated technical analysis platform using machine learning to detect chart patterns and trendlines.
You keep: AI chat assistant, Stock screener, Charting, Fundamentals. You gain: AI trade signals, Automated trading, Backtesting, Strategy builder, Alerts. You lose: API access, Global markets.
Watch out: Add-ons like real-time futures and AI messages cost extra.
Price: From $52.38/mo. ValueInvesting.io vs TrendSpider
6. Finbar (Partial overlap, covers 67% of ValueInvesting.io)
AI investment research platform with global fundamentals data, company primers, models, an API and MCP.
You keep: AI chat assistant, Fundamentals, API access, Global markets. You gain: Earnings calls, MCP / AI connector. You lose: Stock screener, Charting.
Watch out: The paid plan costs $200 a month, which is steep for casual investors.
Price: Free, paid from $200/mo. ValueInvesting.io vs Finbar
7. Perplexity Finance (Partial overlap, covers 50% of ValueInvesting.io)
Perplexity's free finance hub: cited AI answers, earnings transcripts, SEC filings and plain-English screens.
You keep: AI chat assistant, Stock screener, Fundamentals. You gain: News and sentiment, Insider and Congress trades, Portfolio tracking, Crypto. You lose: Charting, API access, Global markets.
Watch out: Finance tools sit inside a general AI subscription, so the paid tiers are priced for general AI use.
Price: Free, paid from $17/mo. ValueInvesting.io vs Perplexity Finance
8. Quartr (Partial overlap, covers 50% of ValueInvesting.io)
Earnings calls, live transcripts, filings and slides with AI chat and an MCP link to Claude.
You keep: AI chat assistant, Fundamentals, API access. You gain: Earnings calls, MCP / AI connector, Alerts. You lose: Stock screener, Charting, Global markets.
Watch out: Pro pricing is quote only, so the desktop product cost is unknown.
Price: Free plan. ValueInvesting.io vs Quartr
9. Leeway (Partial overlap, covers 67% of ValueInvesting.io)
German AI stock analysis platform scoring 25,000+ global stocks, with an MCP server for Claude and ChatGPT.
You keep: Stock screener, Fundamentals, API access, Global markets. You gain: Price forecasts, MCP / AI connector. You lose: AI chat assistant, Charting.
Watch out: The free plan only covers the 40 DAX stocks.
Price: Free, paid from $22.50/mo. ValueInvesting.io vs Leeway
10. InvestingPro (Partial overlap, covers 67% of ValueInvesting.io)
An AI-enhanced research and screener suite from Investing.com with fair-value models and stock recommendations.
You keep: AI chat assistant, Stock screener, Charting, Fundamentals. You gain: AI trade signals, News and sentiment, Insider and Congress trades, Alerts. You lose: API access, Global markets.
Watch out: Plan prices load by script and a sale countdown runs, so check the live checkout price.
Price: $8.32/mo (annual). ValueInvesting.io vs InvestingPro
Questions people ask
What is the best alternative to ValueInvesting.io?
Optuma is the closest replacement, covering 83% of ValueInvesting.io's core features. Perplexity Finance has the highest Directory Rank of the group if you want an all-round upgrade.
Is there a free alternative to ValueInvesting.io?
Yes. Portfolio123 has a free plan and keeps 5 of ValueInvesting.io's 6 core features. 6 alternatives on this page are free to start.
What is the cheapest alternative to ValueInvesting.io?
DiscountingCashFlows starts at $15/mo, compared with $14.99/mo for ValueInvesting.io. Prices were checked in Oct 2026.
Why do traders switch from ValueInvesting.io?
Free plan covers only 5 stocks a month. Only two Trustpilot reviews for outside validation