The research workspace for long-term investors.
Find companies worth owning, understand them in depth and keep track of every decision, all in one place.
Free to start, with no card required.
Every step of your research, in one workspace.
Most investors research across a dozen tabs and a spreadsheet. ValueBase keeps the whole process together, so each company carries its context from the first screen to the position you hold.
- Discover Stock screener Filter thousands of companies, or start from what great investors own.
- Research Quantitative and AI research Deep, cited analysis of any company you choose.
- Decide Research Tracker and Checklists Record where each company stands, and test it against your own questions.
- Track your performance Portfolio tracker Every broker in one portfolio, measured honestly against the S&P 500.
Discover
Find the few companies worth your time.
Screen thousands of companies on valuation, quality, growth and financial strength, then save the views you come back to.
Mark a company To research from any row and it joins your Research Tracker.
Or begin with what great investors own.
Follow the latest 13F filings of the superinvestors we track, see what changed each quarter, and find the companies several of them are buying.
Research
A team of AI analysts on every company you study.
AI analysts read the filings and earnings calls, work out what the business is worth, and back every claim with a source.
Pro includes 10 reports a month, plus Quality and Valuation ratings across thousands of companies.
Every report stays in your research library, and its star rating follows the company into the screener.
Decide
Know where every idea stands.
Give each company a stage, from To research to Owned or Pass, and put it through your own checklist before you make the call.
Screen by your own stages and tags to pick up work you have already started.
A bad answer to one of your deal-breakers shows as a red flag on the company page. How checklists work
Track your performance
All your investments in one place.
Bring every brokerage account into one portfolio, in any market or currency, and see how you are really doing against the S&P 500.
Pro imports your history straight from your broker.
Buy a company and it moves to Owned in your Research Tracker, and when you sell out the stage clears.
Start free, and upgrade when it earns its place.
Free
$0 / month
Enough to research a company properly and see how the workspace fits the way you invest.
- Screener with custom columns and saved views
- Research Tracker with stages, notes and tags
- Your own valuations of each company, DCF included
- One investment checklist, used on up to 3 companies
- One portfolio of up to 3 stocks, benchmarked
- Latest superinvestor 13F holdings
- One sample research report to read in full
Pro Early-bird price
$7.99 / monthLocked in for early users
The whole workspace, for investors who research every week.
- 10 research reports a month, on request
- Star ratings, and reports read aloud
- Unlimited portfolios, with broker import and export
- Unlimited investment checklists and reviews
- AI clean-up for company notes
- Screen by the superinvestors who hold a stock
“Know what you own, and know why you own it.”
Peter Lynch
Open a company you already know, and judge the workspace on that.