Accounting-Quality Checks
Automated Checks
The tool runs standard accounting-quality formulas (like Beneish and Altman) across years of filings and flags where the numbers shift — you decide what it means.
Plug your own assumptions into DCF and multiples calculators for any listed company. You set the inputs — the calculator does the math.
Valuation calculators · Financial data, prefilled · Results in seconds.
Watch the calculated value update as the figures change.
Illustrative figures, updated automatically · not a recommendation.
Your free account automatically reserves the Founding Member price: 50% off for life when paid plans launch.
No credit card required · 30 seconds to register
This platform provides AI-generated financial models and data for informational purposes only. It does not constitute investment advice or recommendations to buy or sell securities.
Three calculation engines, combined into one platform.
Automated Checks
The tool runs standard accounting-quality formulas (like Beneish and Altman) across years of filings and flags where the numbers shift — you decide what it means.
Beyond Simple Multiples
Dynamic DCF and ROIC calculators that adapt to business cycles. Six valuation methods, one weighted calculated value — without the Excel acrobatics.
Superinvestor Tracking
Track positions held by top investors. Visualization of public 13F SEC filings from investors like Terry Smith and Warren Buffett, showing their reported holdings each quarter. Visualize their public holdings.
A real calculator output. This is what you get for every stock in our coverage.
From ticker to value in three steps.
Sign up in 30 seconds — no credit card required. Your account immediately locks in the Founding Member price.
Your free account includes the full Microsoft (MSFT) calculators — six valuation methods and a 160-point data-check scan. With a paid plan, run them on any stock in our global coverage.
The tool pulls the financial data, processes SEC filings and runs the valuation models for you — automatically.
Get the calculated outputs: DCF valuation, ROIC, automated data checks, peer comparison and an AI-written valuation summary.
No credit card required · 30 seconds to register
Every analysis is grounded in public filings and audited financial data. No black boxes.
Investhesis does not provide buy/sell recommendations or price targets. We provide the raw, automated analytical power for you to make the final decision. All outputs are derived from public data and audited financial statements.
Create your free account today. When paid plans launch, you'll get 50% off for life — your discount is locked as long as you remain subscribed.
Lock In My 50% Discount →50% off for life — rate locked at signup
Indicative Pricing · Not yet available for purchase
2 months free with annual billing. Cancel anytime. No contracts.
See exactly what you get with each plan — from basic data access to AI-generated summaries and exclusive Ultra features.
| Feature | Demo | Starter | Pro | Ultra |
|---|---|---|---|---|
| Financial Data Access | ||||
| Projection Years | — | 3 | 5 | 5 |
| Financial Statements | 2 | 5 | 10 | Max |
| US Stock Coverage | ✓ | ✓ | ✓ | ✓ |
| International Stock Coverage Coming Soon | — | — | ✓ | ✓ |
| Calculators & Data | ||||
| DCF Valuation Models | — | ✓ | ✓ | ✓ |
| Multiples valuation models (P/E, P/B, EV/FCF) | — | ✓ | ✓ | ✓ |
| ROIC / WACC Calculation | — | ✓ | ✓ | ✓ |
| Forensic accounting analysis (160 risk signals) | — | ✓ | ✓ | ✓ |
| Gurus & Superinvestors Data | — | ✓ | ✓ | ✓ |
| Market Rankings | — | ✓ | ✓ | ✓ |
| AI-Powered Features | ||||
| AI Summary - Executive | — | ✓ | ✓ | ✓ |
| AI Summary - Full (7 Sections) | — | — | ✓ | ✓ |
| News & Sentiment Data | — | ✓ | ✓ | ✓ |
| SEC Filings & Insider Data | — | ✓ | ✓ | ✓ |
| Earnings Call Transcripts | — | — | — | Ultra |
| AI Transcript Summary | — | — | — | Ultra |
| AI Sector Report | — | — | ✓ | ✓ |
| Portfolio & Management | ||||
| Portfolio Tracking | 1 | 5 | ∞ | ∞ |
| Watchlist Support | 1 | 5 | ∞ | ∞ |
| Sector Allocation Data | — | — | ✓ | ✓ |
| Personal Stock Notes | — | — | — | Ultra |
| Export & Reporting | ||||
| PDF Export | — | ✓ | ✓ | ✓ |
| Portfolio Digest Email | — | — | — | Ultra |
| Browser Agent Access | ||||
| Agentic browser tools (WebMCP) — let AI agents like Chrome / Atlas / Comet drive analyses, run valuation what-ifs, export theses | — | — | — | Ultra |
| Demo | ||||
| Microsoft (MSFT) — Full Access | ✓ | ✓ | ✓ | ✓ |
See why investors who value precision choose Investhesis over traditional tools.
| Feature | Investhesis.com | TIKR Terminal | Simply Wall St | Snowball | Yahoo Finance |
|---|---|---|---|---|---|
| Data Analysis | AI-Generated | Manual / Raw | Static Infographic | Tracking | News |
| Valuation (DCF / Multiples) | ✅ Customizable + AI | ⚠️ Manual (Complex) | ⚠️ Automatic (Black Box) | ❌ Not available | ❌ Basic Data |
| Filings Access (10-K) | ✅ Integrated (Direct) | ✅ Available (PDF) | ❌ Not available | ❌ Not available | ⚠️ Hard to Access |
| Anomaly Detection | ✅ Algorithmic | ❌ Manual Analysis | ❌ Not available | ❌ Not available | ❌ Not available |
| Specialty | Interactive Valuation | Institutional Analysis | Visual Analysis | Dividends | Sentiment |
| User Experience | ⚡ Focused and Agile | 🔴 Very Complex | ✅ Very Simple | ✅ Intuitive | ⚠️ Cluttered |
| Best For | Investors who run their own numbers and want six valuation methods + 160 automated data checks out of the box. | Best for: Investors who prefer building their own models with raw data. | Best for: Visual, beginner-friendly stock overviews. | Best for: Dividend investors tracking income portfolios. | Best for: Free, quick market data and headlines. |
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