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Full Feature Comparison - Explorer, Analyst, Professional

This table shows every feature and limit across all three plans. If you are deciding between Analyst and Professional, the key differences are: AI analysis, 30-year history, guru 13-F tracking, insider data, and backtesting.

Feature
Explorer
Analyst
Professional
Data Coverage
Indicators available
30
120
120
Years of financial history
3 years
10 years
30 years
Exchanges
NYSE, NASDAQ, LSE, TSE
73 exchanges
73 exchanges
Manual data refresh
Data source citations
Data error reporting
Priority queue
Valuation Tools
Intrinsic value (DCF estimate)
View only
Graham Number
View only
Glass-box DCF calculator
DCF: no-dividend and negative-FCF stocks
Sensitivity table (bull/base/bear)
Valuation history overlay
10yr
30yr
Market event labels on charts
Screening and Research
Screener: basic filters
3 filters, AND
15, AND/OR
Unlimited
Pre-built strategy presets
View
Run + Save
Run + Save
Saved screens
3
25
Unlimited
Natural language screener
20/day
60/day
VM Score visibility
View only
Full breakdown
Full + history
Stock comparison
2 stocks
5 stocks
Unlimited
CSV export
Full bulk
Watchlists and Portfolio
Watchlists
1 portfolio (5 holdings)
10 (100 each)
50 (500 each)
Portfolio tracker
Portfolio X-Ray (AI)
1/month
3/month
Alerts and Notifications
Price alerts
1
10
Unlimited
Ratio alerts (P/E, P/B)
Earnings alerts
Insider buying alerts
Guru activity alerts
Notification channels
Email only
Email + 1
All channels
Weekly watchlist digest
Opt-in
Opt-in + AI
AI Analysis
Stock AI analysis
5/day (basic)
Unlimited
Guru 13-F intelligence (AI)
Unlimited
Natural language screener (AI)
Backtesting AI interpretation
5/month
Portfolio X-Ray AI narrative
Summary
Full analysis
Analyst Coverage
Earnings call transcripts
Analyst ratings consensus
Price target tracking
Guru 13-F portfolios
Names only
Full + AI insight
Insider & Institutional Data
SEC Form 4 insider trades
Institutional 13F holders
Congressional trading
Community and Thesis
Read community theses
Publish investment thesis
Thesis Builder (structured)
Key assumption live monitoring
Community voting
Community badges
Analyst badge
Professional badge
Backtesting
Backtesting engine
Strategy backtests per month
5/month
AI interpretation of results
30-year data for backtesting
Support
Support channel
Community
Email <24hr
Named contact <2hr
Data error SLA
24hr
Priority 12hr

See something missing? We update this table every time a new feature ships.

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Questions? Email support [at] valuemarkers.com

Choosing the Right ValueMarkers Plan

ValueMarkers offers three plans designed for different stages of the value investing journey. The Explorer plan is completely free and gives you access to 30 fundamental indicators, 3 years of financial history, basic screening on NYSE and NASDAQ, and one watchlist with up to 5 holdings. It is the best way to get started with data-driven stock analysis without any commitment.

The Analyst plan at $29 per month unlocks all 120 indicators, 10 years of financial data, screening across 73 global exchanges, the glass-box DCF calculator, portfolio tracking, community thesis publishing, and up to 5 AI stock analyses per day. It is built for self-directed investors who want a complete fundamental research workflow in one place.

The Professional plan at $99 per month adds 30 years of financial history, unlimited AI analysis, the strategy backtesting engine with AI interpretation, guru 13-F portfolio tracking with AI insights, insider and congressional trading data, and priority support with a named contact. It is designed for serious investors and financial professionals who need institutional-grade data and tools.

All paid plans include a 14-day free trial. You can upgrade, downgrade, or cancel at any time through the billing portal. For teams and institutions, see our enterprise offering with volume discounts, SSO, and dedicated onboarding.

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