Find. Understand. Own. Watch.
Three plans. Each keeps everything in the plan below it.
30 days free, no card. Then a 30-day money-back guarantee on your first payment.
Find
Curious
For the investor looking for ideas.
Free
Understand and own
Serious
For the investor who researches, then runs a portfolio.
$29/month or $299/year
Watch
Professional
For the investor who keeps a written thesis.
$99/month or $999/year
What each plan adds
| Step | What it adds | Curious | Serious | Professional | |
|---|---|---|---|---|---|
| Find | A shortlist from a ready-made screen for your style | Yes | Yes | Yes | From Curious |
| Find | Company pages, each figure opening into its source where we hold one | Yes | Yes | Yes | From Curious |
| Find | What the price assumes, on the company pages | Yes | Yes | Yes | From Curious |
| Find | A watchlist of the companies you follow | Yes | Yes | Yes | From Curious |
| Find | Screens saved and exported | Yes | Yes | Yes | From Curious |
| Understand | Figures against peers and the filed years | Not included | Yes | Yes | From Serious |
| Understand | Your own valuation, saved with its date | Not included | Yes | Yes | From Serious |
| Understand | Notes on each company you research | Not included | Yes | Yes | From Serious |
| Own | Your holdings as one portfolio: size, risk, income and shared exposure | Not included | Yes | Yes | From Serious |
| Own | Import your broker’s CSV export | Not included | Yes | Yes | From Serious |
| Watch | Theses: your reasons, with the figures that must hold | Not included | Not included | Yes | From Professional |
| Watch | The nightly re-test, and one email the first night a line breaks | Not included | Not included | Yes | From Professional |
| Watch | Alerts: what changed on your companies, and what needs you | Not included | Not included | Yes | From Professional |
| Watch | The weekly brief, every Sunday | Not included | Not included | Yes | From Professional |
| Watch | The check log: proof each night’s checks ran | Not included | Not included | Yes | From Professional |
| Watch | The Excel add-in: filed figures in your own model, each naming its filing | Not included | Not included | Yes | From Professional |
| The check runs every night at 23:30 UTC. A filing is picked up the night after it is published. A guardrail we could not read that night is reported as untested, never as holding. | |||||
Where you can use it
| Where | Plan | Today |
|---|---|---|
| iPhone app | Any account | Coming |
| Android app | Any account | Coming |
| Browser extension | Serious | Coming |
| Excel add-in | Professional | Available now |
| Google Sheets functions | Professional | Installs today, from its own file |
| Claude connector (MCP) | Professional | Available now |
| ChatGPT app | Professional | Coming |
The terms
| Term | What it means for you |
|---|---|
| 30 days of Professional, free | No card at sign-up. When the 30 days end, nothing is charged unless you chose a plan. From then on the account keeps the plan it pays for, Curious if none, and your work is kept either way. |
| 30-day money-back guarantee on your first payment | If it has not become the tool your investing runs on, ask within 30 days of your first payment and we refund what you paid in those 30 days, in full. No questions, once per account. Renewals are not covered. Write to hello@valuescreener.ai. A person refunds it by hand to the original payment method, normally within five business days. A refund ends the subscription at once and keeps your work. Complimentary access is not covered. |
| Renews until you cancel | A plan you choose renews automatically until you cancel, charging your card from the day you subscribe or your free days end. No minimum term. |
| Moving up a plan | In Settings, at once. The difference for the rest of the period you have paid for is charged then, prorated, and shown to you before you confirm. Monthly to yearly works the same way. During the free days a change costs nothing and moves no date. |
| Moving down a plan | In Settings, from the end of the period you have paid for. Until then you keep the plan you have, nothing is refunded for the rest of that period, and you can undo the change. Yearly to monthly works the same way. |
| Cancel in one click | In Settings, with one optional question. Access runs to the end of the period you paid for, and everything you made is kept. |
| Your work is kept | A trial ending, a move down, a cancellation or a refund deletes nothing: theses, guardrails, notes, valuations, watchlists and portfolios stay, and the parts above your plan open again on a plan that includes them. Watchlists and portfolios download as CSV on every plan, Curious included. |
| The 60-day alerting commitment, on Professional | In your first 60 days paid: if a guardrail on one of your theses breaks, our data shows it, and we do not alert you within one day of that data being in place, your last two months are refunded. Not where the data never arrived, arrived late, was restated or was missing. |
| A later list price does not reach you | Your subscription renews at the price you started it at. Any change to your own price is emailed at least 30 days ahead and never touches a period you paid for. |
The binding text is the Terms of service.
Home Market Packs
Reading the US market is free. Reading a market outside it is what a Home Market Pack opens.
| Markets a pack can open | 54 |
|---|---|
| Companies on them, counted once in each market a company lists on | 30,848 |
| Listings on them | 33,997 |
| One market, on any plan including the free one | $15 a month, $149 a year |
| All regions | $499 a month, $4,999 a year |
| What the free trial opens | NYSE, NASDAQ and NYSE American |
| Which markets, and what we hold for each | Markets |
Will it cover your companies?
Most, but not all, of the companies we list can be watched.
Questions
Which plan is for me?
Start with the trial: every step, free, for 30 days. Then keep the plan for the steps you used: finding is Curious, researching a company and running a portfolio are Serious, written theses re-tested nightly are Professional.
What happens when the free days end?
No card at sign-up. When the 30 days end, nothing is charged unless you chose a plan. Without one, the account becomes Curious: nothing is deleted, and the steps above it lock until you choose one.
Is this advice?
No. ValueScreener is a research tool and the judgment stays yours: a value you compute is arithmetic on assumptions you enter, a score is a percentile rank against the covered universe, and a figure read from a filing opens into it. Nothing here recommends buying or selling. Read the disclaimer.
Comparisons
Team seats or API access
For a desk that shares one book, or programmatic access beyond the personal key that comes with the plan. Leave an address and we write back. We use it only to answer you.