Valerius Beta · Not investment advice

You make the call.

It won't tell you what to buy.
It shows you how to check.

Check the numbers, write down your reasons, and hear when something changes.

Not sure where to start? Browse all S&P 500 companies
Any other profitable NYSE or Nasdaq stock of $1 billion or more? to run its scorecard.

The S&P 500 scorecard is free, no signup. Request access to run it on other profitable NYSE and Nasdaq stocks of $1 billion or more, save stocks, set alerts and ask Val. Free while in beta.

Val, the Valerius research assistant. AI-generated image, not a real person.

See it work.

Real screens from Valerius. No setup, and no thesis required.

Intrinsic Value Framework

Score a stock on 13 value checks

Inspired by classic value-investing principles: earnings and return trends, debt, free cash flow, intrinsic value and margin of safety. Twelve checks are scored 1 to 5 where the data allows and the moat is shown as evidence from the company's filings, with the numbers behind each, so you can see exactly why. Free public scorecards for S&P 500 companies; with an account, also other NYSE and Nasdaq stocks of $1 billion or more that were profitable in each of the last 3 fiscal years.

Value Scorecard for Coca-Cola (KO), 39 of 60, moderate value score: the first four checks, each scored by a fixed rule with the figures behind it

Coca-Cola (KO), from its free research page, Oct 17, 2026. Scores change as the figures do.

Growth Report

Score a stock's growth on 10 checks

Revenue momentum, earnings power, valuation against growth, debt load, cash runway and more. Each check is scored 1 to 5, out of 50 in total, with the figures behind the report. Run it next to the value scorecard: the two can read a company differently, and both are there for you to weigh.

A company with deep losses or no revenue yet, in health care, technology, communication services or consumer discretionary, gets the Growth Stage Report instead: 7 checks built for that stage. Needs an account.

Growth Report for COST, 31 of 50, moderate score: the executive summary and the ten growth checks, each scored 1 to 5

Saved screens

Your rules, checked every weekday.

Describe what you look for. See which S&P 500 companies meet your rules right away. With Max, hear from us when that changes.

1 · Describe it

In your own words

Example rules
"Retained earnings up every year for 10 years, and return on invested capital above 20%."

Your rules use your own numbers. Valerius doesn't suggest any. AI drafts the rules from your words, and you check and change every one before anything runs.

2 · See who meets it

Right away, from filed figures

38 S&P 500 companies met the example rules on Oct 18, 2026, each with the figure behind it.

Valerius doesn't rank them. The order is the column you choose.

3 · Hear when it changes

An email when it changes

Example email Subject: Retained earnings 10 yr: Example Company no longer meets your rules No longer meets your rules: Example Company (EXMP). Return on invested capital above 20%, now 19.1%.

At most once a day, with the reason. Stop it in one click.

Saved screens are part of Max. Any account can build a screen and see its matches. Free while in beta.

See it work, continued

Ask Val anything about a stock

Answers come from current market data, with the source named. Ask her what to buy and she'll tell you that's your call, then lay out the data so you can decide.

Val answering 'Should I buy AAPL?': that's your decision, then the current data

Example answer from Oct 16, 2026; figures change. Past performance is not a guarantee of future results.

Everything on one page

Price history, today's numbers and analyst consensus for any stock you look up, with sections for a summary, fundamentals, technical indicators, the latest news, SEC filings and how it compares with its industry.

AAPL stock page: one-year price chart, today's numbers, and the sections Overview, Summary, Fundamentals, Technical Indicators, Latest News, SEC Filings and Industry

Bring your portfolio in one paste

Paste your broker's positions table or upload a .csv. You check every row before anything is saved.

Import positions: a table of sample positions to confirm before saving

Three ways to use Valerius.

Start with research. Keep what matters. Add your reasoning only if you want to.

Research

Ask, read, compare

Run a 13-point value scorecard on any S&P 500 stock or a profitable NYSE or Nasdaq stock of $1 billion or more, or a Growth Report on a stock, then ask Val questions, read AI summaries of the company's SEC filings and compare. No setup.

Keep

Watch what matters

Set a price or earnings-date alert on any stock you follow, or bring your whole portfolio in one paste. Or describe what you look for and see which S&P 500 companies meet your rules; with Max, hear when one starts or stops meeting them. Free includes 3 alerts at a time; Max has no limit.

Your reasoning, if you want it

Write down why you own it

Your target, your exit, your logic. Valerius checks it against the company's latest 10-Q when you ask, and keeps the record.

Market data

Delayed quotes · refreshed every minute

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Most tools in this category want to hand you an answer. Valerius is built to refuse. Ask it what to buy and it won't say. Ask whether your thesis is any good and it won't grade it. It gives you the data, the filing and your own record — the judgement stays yours.