ValueScreener

ValueScreener is a stock screening and investment research platform designed for investors who follow a value investing approach and want to continuously monitor the companies in their portfolio. Instead of simply helping investors find stocks that meet specific financial criteria, ValueScreener allows users to define the conditions that must remain true for an investment thesis and then checks those conditions regularly. The platform is built around the idea that investors should not only know why they bought a company, but also be alerted when the fundamental assumptions behind that decision stop holding.

The platform provides a collection of investment disciplines based on established financial research and published frameworks from well-known investors and financial researchers. These include tests associated with Benjamin Graham, Piotroski, Altman, and Beneish, alongside additional proprietary measures developed by ValueScreener. Investors can evaluate companies against criteria such as current ratio, debt-to-equity, profit streaks, price-to-book ratio, Piotroski F-Score, Altman Z-Score, Beneish M-Score, and interest coverage.

One of ValueScreener's main features is its thesis monitoring system. Investors can write down the specific assumptions that support their decision to own a stock, such as maintaining a certain operating margin, return on invested capital, or other fundamental metric. ValueScreener then rechecks those conditions every night using available financial data. If a monitored assumption is breached, the platform sends an alert so the investor can review what changed. Once an alert has been triggered, it does not repeatedly send notifications while the same breach continues, helping users avoid unnecessary noise.

ValueScreener also provides a research environment for analyzing individual companies and entire portfolios. The tracker shows what users own, how earnings are distributed, what has been filed since their previous visit, and where their portfolio is concentrated. Individual stock pages provide a working paper containing measured financial figures and research information. Users can also create saved screens that are automatically rerun, allowing them to identify when companies enter or leave a specific set of investment criteria.

The platform includes a research ledger and thesis board where investors can follow multiple companies side by side. Each company can be evaluated using consistent forensic and fundamental measures, making it easier to compare businesses and maintain a structured investment research process. The platform's source trail also helps users understand where individual figures come from and encourages investors to verify important numbers against the original company filings.

ValueScreener is designed as a research and monitoring tool rather than an automated investment advisor. It does not claim to tell users what stocks they should buy or sell. Instead, it helps investors define their own rules, test companies against those rules, document their investment theses, and identify when important financial conditions change.

The service is available through a single subscription plan with monthly and yearly billing options. The platform includes access to its disciplines and company coverage, nightly monitoring of flagged metrics, and source information for financial figures. ValueScreener also offers a 14-day free trial, allowing investors to explore the platform before the first charge.

Overall, ValueScreener combines stock screening, fundamental research, portfolio tracking, investment-thesis documentation, and automated monitoring into one platform. It is particularly suited to investors who want a disciplined, rules-based approach to value investing and who want their portfolio assumptions checked continuously rather than relying on occasional manual reviews.