Optuma vs ValueInvesting.io
By Jay Rocco, Chief Editor, FullStack Alpha. Updated . Prices checked on each vendor's own site.
Quick answer
Pick Optuma for backtesting plus strategy builder. Pick ValueInvesting.io for API access.
Key differences
- Cheaper paid plan: ValueInvesting.io ($165/mo vs $14.99/mo)
- Free plan: ValueInvesting.io (ValueInvesting.io has one, Optuma does not)
- Broader feature set: Optuma (9 vs 6 core capabilities)
- API access: ValueInvesting.io (Only ValueInvesting.io has it)
- Backtesting: Optuma (Only Optuma has it)
Pick Optuma if
- You test strategies before risking money
- You want to build your own strategies
- Professional technical analysts
- Wealth managers building models
Pick ValueInvesting.io if
- You want API access for your own code
- DCF valuations
- Global stock screening
- Value investors on a budget
Side by side
| Feature | Optuma | ValueInvesting.io |
|---|---|---|
| Starting price | From $165/mo | Free, paid from $14.99/mo |
| Free plan | No | Yes |
| Stock screener | Yes | Yes |
| Charting | Yes | Yes |
| Backtesting | Yes | No |
| Strategy builder | Yes | No |
| Alerts | Yes | No |
| AI chat assistant | Yes | Yes |
| Fundamentals | Yes | Yes |
| Managed portfolios | Yes | No |
| Education | Yes | No |
| Global markets | Yes | Yes |
| API access | No | Yes |
Plans
Optuma
- Charts: $165/mo monthly or $150/mo billed annually, per user
- Research: $330/mo monthly or $300/mo billed annually, per user
- Portfolio: $693/mo monthly or $630/mo billed annually, per user (waitlist)
- Enterprise: $5,000/mo for 3 users (waitlist)
ValueInvesting.io
- Free: Free, 5 stocks/month
- Regional: $14.99/mo billed annually
- Global: $42.99/mo billed annually
Questions people ask
What is the main difference between Optuma and ValueInvesting.io?
Pick Optuma for backtesting plus strategy builder. Pick ValueInvesting.io for API access.
Which is cheaper, Optuma or ValueInvesting.io?
ValueInvesting.io has the cheaper paid plan: $165/mo for Optuma vs $14.99/mo for ValueInvesting.io (monthly equivalent, checked Oct 2026).
Do Optuma or ValueInvesting.io have a free plan?
Only ValueInvesting.io has a free plan.
Which is better for beginners?
Both target advanced users. Start with whichever has the free plan or trial so you can test before you pay.
Which has better AI features?
Optuma goes deeper on AI with 3 AI features (AI chat assistant, strategy builder, backtesting).
Can I connect Optuma or ValueInvesting.io to ChatGPT or Claude?
Neither has an MCP server, but ValueInvesting.io has an API you can wire up yourself.
Is Optuma or ValueInvesting.io better for active trading?
Optuma has more of the active-trading toolkit: alerts, scanning, signals and charts.
Should I use both Optuma and ValueInvesting.io?
It can make sense. They overlap on only 5 core features, so one can fill gaps the other leaves.