Investhesis
Summary
Building a DCF model from scratch takes days, and Bloomberg charges more per year than most retail investors earn from dividends — Investhesis exists to collapse that gap.
The platform pulls public filing data, runs six valuation methods including DCF and EV/EBITDA, and delivers an AI-written thesis in under three minutes. The 160 automated checks — Beneish M-Score, Altman Z-Score, and related forensic indicators — flag where the accounting numbers shift across filing years, so you are not eyeballing 10-Ks manually. The free account gives you full access to Microsoft analysis; every other ticker requires a paid plan. Analysts who need to move across dozens of names quickly will hit the coverage wall fast, and there is no self-hosted option if your workflow requires data to stay on-premise.
Bottom line: Pick this if you are a self-directed investor or analyst who needs a repeatable, auditable valuation process without building the spreadsheet yourself — but if your workflow demands deep coverage across illiquid small-caps or private comparables, the coverage ceiling will send you elsewhere.
Pricing Plans
SubscriptionLast verified 2 weeks ago- Price
- $8.33/mo - $29.99/mo
- Free Tier
- Microsoft (MSFT) full access only, 2 years of financial history, US companies only, DCF valuation, forensic analysis (160 risk signals), AI full report
Demo
Free tier with Microsoft (MSFT) full access
- Microsoft (MSFT) u2014 Full Access
- 2 years of financial history
- US companies u2014 DCF Valuation
- Forensic analysis (160 risk signals)
- AI Full Report
Starter
Billed annually at $99.90/yr
- 5 years of financial history
- US companies
- DCF & multiples valuation
- AI executive summary
- Gurus & market rankings
- Up to 5 portfolios & lists
Pro
Billed annually at $119.88/yr. Founder Offer u2014 50% off for life. Regular price $19.99/mo
- Everything in Starter, plus:
- 10 years of financial history
- Forensic analysis (160 risk signals)
- International Stocks
- AI Full Report
- Unlimited portfolios & lists
Ultra
Billed annually at $239.88/yr. Founder Offer u2014 33% off for life. Regular price $29.99/mo
- Everything in Pro, plus:
- All available history
- MCP Connector u2014 Claude, ChatGPT & Cursor pull Investhesis analysis into your AI
- Catalyst Tracker (news, events & risk signals)
- Personal Stock Notes
- Earnings Call Transcripts
- AI Audio Summary
- Browser Agent Access (WebMCP)
View full pricing on investhesis.com →
Pricing may have changed since last verified. Check the official site for current plans.
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Pros
Sign in to edit- Six valuation methods combined into one weighted output, so you skip the Excel model-building phase and get to reviewing assumptions instead of constructing formulas.
- 160 forensic accounting checks run automatically across multi-year filings, which means the Beneish and Altman flags that would take half a day to compute manually appear before you have finished reading the ticker summary.
- AI-written valuation thesis generated from public filings across seven structured sections, so the first-draft research document is ready in minutes rather than after a full day of note synthesis.
- Editable assumptions with live recalculation, so you can stress-test a DCF scenario by changing one input and see the calculated value shift immediately — without rebuilding the model.
- Public 13F superinvestor holdings visualized by quarter, so you can cross-reference your valuation output against what institutional holders reported without hunting through SEC EDGAR manually.
Cons
Sign in to edit- The free account covers only Microsoft — every other ticker is gated behind a paid plan, so analysts who need to screen across a broad watchlist hit the paywall before they can evaluate whether the platform fits their workflow.
- There is no self-hosted deployment option, which means any team with on-premise data requirements or compliance constraints that prohibit third-party cloud processing cannot use this tool regardless of how the valuation output compares to alternatives.
- The platform performs one-shot automated analysis; it does not support multi-step agent workflows or automated portfolio-level batch runs described on the page, so analysts managing large coverage universes who need to run and compare valuations across dozens of names in sequence will need to trigger each analysis manually or look at platforms built for programmatic bulk processing.
- Coverage depth for non-US listed equities and thinly-traded small-caps is not specified on the vendor page — teams whose mandates concentrate on international or micro-cap names should verify coverage before switching away from a data terminal that already covers their universe.
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About
- Platforms
- Web
- API Available
- Yes
- Self-Hosted
- No
- Last Updated
- 2026-06-25T22:23:05.707Z
Best For
Who it's for
- Self-directed investors doing their own research
- Users seeking institutional-grade analysis without terminal pricing
- Analysts needing rapid multi-method valuations and risk metrics
- Those integrating financial models into AI workflows
What it does well
- Run DCF and multiples valuations on any listed stock
- Perform 160 automated forensic accounting checks
- Track superinvestor 13F holdings and portfolio changes
- Generate AI-written valuation theses from public filings
- Compare calculated intrinsic value to current market price
Integrations
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Frequently Asked Questions
- Is Investhesis free?
- Investhesis has a permanent free tier alongside paid upgrades (paid plans from $8.33/mo - $29.99/mo). You can keep using a baseline version indefinitely without paying.
- Is Investhesis open source?
- No — Investhesis is a closed-source tool. Source code is not publicly available.
- Does Investhesis have an API?
- Yes. Investhesis exposes a developer API. See the official documentation at https://investhesis.com for details.
- What platforms does Investhesis support?
- Investhesis is available on: Web.
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Investhesis takes a stock ticker and returns a weighted calculated value derived from six methods: DCF, EV/EBITDA, EV/FCF, P/E, and ROIC-based models, according to the vendor page. The workflow is linear — you supply the ticker, the platform pulls financial data from public filings, processes SEC documents, runs the models, and outputs calculated value versus current market price alongside an AI-written valuation summary structured across seven sections. Every assumption is exposed, so you can adjust figures and watch the output update in real time.
The forensic accounting layer is the clearest differentiator. The platform runs 160 automated checks across years of filings and surfaces where the numbers shift — the Beneish M-Score flags potential earnings manipulation, the Altman Z-Score signals distress risk. Running those checks manually requires sourcing multi-year filing data and translating formulas into a spreadsheet. Here, they run automatically on every covered stock, which means a red flag that would take an analyst half a day to compute surfaces in seconds.
For self-directed investors and analysts running rapid screening across listed equities, the platform covers institutional analytical depth at a fraction of terminal pricing. Where it breaks: the free tier is locked to Microsoft. Every other stock requires a paid plan. There is no self-hosted deployment path, which rules the tool out for any workflow with on-premise data requirements. The vendor page does not describe an API for pulling valuation outputs into external pipelines, so teams building automated research workflows will need to verify integration options directly. Coverage depth on international or thinly-traded names is not specified on the page — analysts working outside large-cap US equities should test coverage before committing.
The 13F superinvestor tracking feature visualizes public SEC filings from named investors — Terry Smith, Warren Buffett, and others — showing reported holdings and quarter-over-quarter changes. This is a read-only view of public data, not a signal engine, so it informs context rather than generating buy/sell outputs. The platform is available in five languages, which the vendor page lists as a feature for international users.