WallStreetZen
US stock research site with the Zen Ratings A–F composite, computed DCF fair values and analyst accuracy tracking; free plan for life.
WallStreetZen aims at “the serious part-time investor”: across roughly 5,500 US-listed stocks it layers Zen Ratings — an A-to-F grade computed from 115 factors and split into seven component grades — plus its own DCF fair value per stock, kept separate from analyst price targets, whose historical accuracy the site measures and ranks. The screener carries fundamental and technical fields (beta, RSI, moving averages), but thresholds only — no custom formulas. The Basic plan is free for life: the letter grade on virtually every stock, the screener without export, due-diligence checks for ten stocks, with ads. Premium costs $19.50 per month billed yearly, with a $1 two-week trial and a 90-day money-back guarantee. The service is web only — its own help center says there is no app — covers US exchanges exclusively, and stacks add-on newsletters above Premium reaching $997 per year.
Features at a glance
| Feature | WallStreetZen |
|---|---|
| Pricing | Freemium |
| Tracking & data | |
| Multi-asset | Not supported |
| Screening | |
| Fundamental filters | Yes |
| Technical filters | Yes |
| Custom metrics & formulas. Build your own ratios or screening formulas from raw data fields. | Not supported |
| Preset & guru screens. Ready-made screens curated by the vendor or modelled on well-known investors. | Yes |
| Composite stock scores. A per-stock composite rating (e.g. quality/value/momentum ranks) — not a portfolio health score. | Yes |
| Valuation models. Built-in intrinsic-value estimates computed in the product, such as DCF fair value (not just a quoted analyst price target). | Yes |
| Watchlists & alerts | Yes |
| Global market coverage. Screens international exchanges, not just US markets. | Not supported |
| Data export | Yes |
| Analysis & insights | |
| AI portfolio analysis | Not supported |
| AI asset & market analysis. AI commentary on individual holdings and market context, not just the whole portfolio. | Not supported |
| Backtesting & scenarios. Test a portfolio against historical data or run scenario simulations. | Not supported |
| Access & pricing | |
| Free tier | Yes |
| Open source | Not supported |
| Self-hostable | Not supported |
| Public API | Not supported |
| Platform & reach | |
| Mobile app | Not supported |
| Multi-language | Not supported |
Best for
Part-time US investors who want an opinionated rating plus a computed fair value at a low price — not global coverage or power tools.
Strengths
- Zen Ratings composite (115 factors, 7 component grades) is free on virtually every US-listed stock
- Computes its own DCF fair value per stock — it does not stop at analyst price targets
- Measures and ranks analysts by historical accuracy; follow up to 200 of them
- Cheap entry: $1 two-week trial, about $234 per year, 90-day money-back guarantee
Trade-offs
- US-listed stocks only, stocks only (no ETF screening), and web only — no mobile app
- Users have caught glaring ownership-data glitches (institutional ownership above 100%)
- Heavy gating: most columns show “Unlock” until you pay, and add-on newsletters reach $997 per year
- Marketing overstates reach — “thousands more globally” copy against a product that screens four US venues
WallStreetZen vs PortfolioGlance
WallStreetZen grades stocks before you buy them; PortfolioGlance manages what you own after. PortfolioGlance deliberately has no stock ratings, no fair-value models and no analyst tracking — if you want an A-to-F verdict and a computed intrinsic value on a US stock, WallStreetZen delivers something we deliberately leave to others. It has no portfolio product at all beyond watchlists, so the ledger side — multi-currency cost basis, dividends, allocation health, goal planning — is not a competition, it simply is not there. And since WallStreetZen ends at US exchanges, a European investor can use it for the US sleeve of a portfolio and keep the whole portfolio, all markets and asset classes included, in PortfolioGlance.
Try PortfolioGlance freeCompare with
This overview is editorial and for information only — not financial advice or an endorsement. Features and pricing may have changed since publication; check the official site for the latest details.