ValuEdge Discount Code (10% OFF)

About ValuEdge

ValuEdge is a valuation-first investment research and portfolio analytics terminal for self-directed investors who want to track business value instead of just price. Type a ticker or ETF and the Valuation Lab returns an estimated fair value, margin of safety, bear/base/bull scenarios, and — the part most fair-value sites hide — the DCF inputs, multiples, and confidence range that produced the number.

Around that valuation engine, ValuEdge wires up the rest of a long-term investor’s workflow: an intrinsic value stock screener that filters on fair value and margin of safety alongside fundamentals and momentum, look-through ETF valuation, dividend safety and a 12-month dividend calendar, broker-synced portfolio tracking, Smart Alerts that fire when a stock re-enters your margin-of-safety range, a Whale Tracker for insider, Congress, and 13F activity, a Capitulation Finder for oversold quality names, and an AI Sidekick that answers questions using the platform’s own structured data.

The pitch on ValuEdge’s homepage is “Know what you own. Know what it’s worth. Know what changed.” — and the site is blunt that fair value numbers without visible assumptions are just opinions in disguise. ValuEdge is operated by Lulu Digital and positions itself as an educational research and analytics platform, not a broker and not personalized investment advice.

Key features

From ValuEdge’s live homepage, feature pages, FAQ, and pricing page:

• Valuation Lab (intrinsic value calculator): estimated fair value, current price, margin of safety, bear/base/bull scenarios, DCF output, historical and relative valuation evidence, key assumptions, model agreement or disagreement, data freshness, and valuation risk for any covered stock. Includes reverse DCF so you can see what growth the market is already pricing in.
• Business-appropriate models: ValuEdge does not force every company through one industrial DCF. Where supported it uses routes better suited to banks, insurers, REITs, recurring-revenue, cyclical, and capital-intensive businesses, blending DCF with historical multiples, normalized cash flow, or residual-income logic.
• Intrinsic Value Screener: screen thousands of companies by fair value, margin of safety, valuation status, market cap, sector, growth, profitability, financial strength, dividends, and technical filters like RSI, moving averages, volatility, and 52-week range. Companies without a valid, fresh valuation are excluded rather than mislabeled as “undervalued”.
• ETF intrinsic value: holdings-weighted look-through valuation that values each covered constituent, aggregates by allocation, and reports the coverage gaps — instead of treating a fund as one operating company.
• Portfolio tracking & broker sync: connect brokerages (Fidelity, Interactive Brokers, and Schwab are shown on the homepage) or upload holdings, then see portfolio value, position weights, concentration, sector exposure, estimated portfolio fair value, margin of safety, beta, dividend yield, and holdings that may deserve attention.
• Dividend safety & calendar: payout durability, free-cash-flow coverage, balance-sheet risk, dividend history, and a calendar that maps projected income and payment dates 12 months out — the “dividend snowball” projection.
• Smart Alerts (Premium+): notifications tied to a valuation or portfolio decision — e.g. “NVDA entered your margin-of-safety range” — across your portfolio, watchlists, and selected stocks. Unlimited adds saved-screen monitoring for new screener matches.
• Whale Tracker (Unlimited): institutional 13F holdings, insider transactions, and congressional disclosures as research signals.
• Capitulation Finder: flags securities showing heavy price weakness, oversold RSI, and volume spikes so you can research quality names as momentum exhausts.
• AI Sidekick: an AI research assistant connected to ValuEdge’s valuation, screener, portfolio, dividend, and market-signal data. It can translate natural-language requests into screener criteria, compare companies, and analyze your portfolio. Quick mode is free; Analyst and Deep modes are on paid plans. Unlimited also includes MCP access.

How it works

1. Open ValuEdge from our partner link and run a free valuation on a ticker or ETF — no account is required to explore the sample.
2. Create a Free account (no card) to save watchlists and use the dividend calendar, or start a 7-day Premium or Unlimited trial.
3. Connect your brokerage or upload holdings, set up Smart Alerts on the names you follow, and let the screener queue up new research candidates.

Everything runs in the browser. Subscriptions and Sidekick credit purchases are processed through Paddle, and you can manage or cancel from account settings at any time.

Pricing & SaveOnTrading discount

ValuEdge’s published plans (USD; confirm totals at checkout):

• Free — $0: 3 Valuation Lab uses every 7 days, the DCF valuation engine, dividend calendar and core risk metrics, and AI Sidekick Quick mode with 3 credits a month. No card required.
• Premium — $14.99/month or $144/year: everything in Free plus Smart Alerts across portfolio, watchlists, and selected stocks; 100 Valuation Lab uses a month; expanded Intrinsic Value Screener access; ETFs in Valuation Lab; unlimited holdings and watchlist tickers; 1 brokerage connection; and 20 Sidekick credits a month with Quick, Analyst, and Deep modes. 7-day trial, card required.
• Unlimited — $24.99/month or $240/year: everything in Premium plus unlimited portfolios, unlimited Valuation Lab uses, unlimited brokerage connections, saved-screen monitoring, the Whale Tracker, 50 Sidekick credits a month, MCP access, and early access to new features. 7-day trial, card required.
• Extra Sidekick credits: 50 credits for $9, never expire.

Use code SAVEONTRADING via our partner link for 10% off every recurring payment on Premium or Unlimited. Unlike most partner codes, this is not a first-bill-only discount — ValuEdge has confirmed it applies to each renewal with no time limit for as long as your subscription stays active. At current list prices that works out to roughly $13.49/month or $129.60/year for Premium and $22.49/month or $216/year for Unlimited. Confirm the discounted total at checkout; list prices can change.

Who ValuEdge is for

ValuEdge is built for long-term, fundamental, value, quality, and dividend investors:

• Value investors who want an editable, explained DCF next to historical multiples — not a single unexplained fair-value badge
• Dividend growth investors who care about payout coverage, safety, and a 12-month income calendar
• Anyone with holdings split across brokers who wants portfolio-level margin of safety, concentration, and risk in one terminal
• Investors currently paying for a valuation site, a screener, and a portfolio tracker separately and wanting one subscription that shares the same engine

It is not a day-trading scanner, Level 2 tape, options-flow terminal, or broker. Capitulation and momentum signals are research filters, not timing calls, and ValuEdge says so explicitly.

ValuEdge vs other research tools on SaveOnTrading

SaveOnTrading also covers valuation and research platforms such as Intrinsiqq, Chartloom, Simply Wall St, Koyfin, Fiscal.ai, and income tools like Dividend Vision. ValuEdge’s differentiation is the combination of transparent multi-method fair value + an intrinsic-value screener + look-through ETF valuation + broker-synced portfolio margin of safety + Smart Alerts, with a genuine Free tier and a recurring (not first-bill-only) partner discount.

Trade-offs to weigh: Free is capped at 3 Valuation Lab uses a week, so serious research means Premium. The Whale Tracker, unlimited brokers, and saved-screen alerts are Unlimited-only. If your main need is AI 10-K summaries, Chartloom leans that way; if you want advisor-style dashboards and global macro data, Koyfin is broader. ValuEdge is the “show me the assumptions, then watch what changed” workstation.

Limitations

• Not investment advice. Fair value estimates depend on assumptions, data availability, and model limitations, and ValuEdge does not issue buy/sell/hold instructions.
• Coverage depth varies by company, exchange, and security type; where data is missing or stale, ValuEdge may lower confidence or withhold a valuation rather than guess.
• Free caps Valuation Lab uses and Sidekick credits; Smart Alerts, ETF valuation, and broker sync start at Premium.
• Brokerage connections depend on your broker, country, and account type — manual or CSV upload is the fallback.
• Paid trials require a card. Review ValuEdge’s refund policy for eligibility and timelines before purchasing.

Affiliate disclosure

Links to ValuEdge on this page are affiliate links (paid links). If you subscribe after using them or the SAVEONTRADING code, SaveOnTrading may earn a commission. The 10% recurring discount still applies to you — commission is paid by ValuEdge, not added to your price. ValuEdge is a research platform, not investment advice; nothing on this page is a personal recommendation.

How the SaveOnTrading offer works

Open ValuEdge through our partner link at valuedge.app so the referral tracks from your first visit, choose Premium or Unlimited (monthly or annual), and enter code SAVEONTRADING at checkout for 10% off every recurring payment. Confirm the discounted total on ValuEdge before you pay — list prices and promotions can change. Free stays free.

How to redeem

1. Click the partner link on this SaveOnTrading deal page (the referral link is required for tracking, even before you buy).
2. Run a free valuation, then create a ValuEdge account — start on Free or begin the 7-day Premium or Unlimited trial.
3. When you are ready to subscribe, choose monthly or annual billing.
4. Copy code SAVEONTRADING from the sidebar on this page, paste it at the Paddle checkout, and verify 10% off applies.
5. Connect your brokerage or upload holdings, set your Smart Alerts, and let the discount keep applying on every renewal.