>_ alternatives to Convex
8 research tools that do a similar job to Convex, with the facts side-by-side.
See full data, pricing and features on the Convex profile page.
the tool you're replacing
Convex— Runs an 8-step conviction framework on individual stocks, combining quality screens, DCF valuation, Monte Carlo scenarios, and asymmetry analysis to generate buy/sell zones with entry and exit prices.
convex runs an 8-step conviction framework on individual stocks: quality screen (altman z-score, roic, debt/equity), business classification (growth/dividend/financial/reit), signal analysis (eps revisions, technicals, insider activity), dcf + eps fair value, 10,000 monte carlo simulations, asymmetry (risk/reward ratio), verdict (strong buy/buy/hold/avoid), and buy zone with specific entry and exit prices. covers ~7,500 tickers across us, latam, europe, and asia-pacific.
| tool | best for | pricing | plans | who uses it |
|---|---|---|---|---|
| Convex (this tool) | retail investors seeking structured, data-driven stock analysis with explicit buy/sell zones and margin of safety calculations | FREE-$$ free tier | Free $0 · Investor $79/yr · Pro $159/yr · Enterprise custom | Retail |
| ValuationBot | analyzing listed shares with ai-built financial models to find mispriced equities. | $$-$$$ | — | Retail, Family Office, Hedge Fund, Mutual Fund |
| DORSAM | investors who want quantitative stock analysis from quick scoring to deep valuation and options strategy planning in one interface. | FREE-$ free tier | Free $0 · Plus $8/mo · Pro $15/mo | Retail |
| OwnerView | investors building fundamental models and scoring qualitative factors like competitive moat and management quality | FREE free tier | — | Retail |
| ValueInvesting.io | value investors seeking pre-calculated intrinsic value models to screen undervalued stocks globally without building dcfs manually | FREE-$$$ free tier | Free $0 · Regional Plan $14.99/mo billed annually · Global Plan $42.99/mo billed annually · Enterprise contact us | Retail, RIA |
| StableBread | individual investors learning fundamental analysis and valuation techniques | FREE-$$$ free tier | — | Retail |
| Intrinsik | valuing us equities without manual spreadsheet modeling | FREE-$ free tier | Free $0 – 2 analyses/month, no credit card · Pro $25 – 60 analyses/month | Retail |
| StockPitch | finance students and enthusiasts who want to learn valuation discipline and build conviction before trading | FREE free tier | Free $0 | Retail |
| justDCF | investors analyzing stock valuations and comparing revenue growth expectations embedded in market prices | FREE free tier | Free $0 | Retail |
free alternatives to Convex
- DORSAM — investors who want quantitative stock analysis from quick scoring to deep valuation and options strategy planning in one interface. · Free $0 · Plus $8/mo · Pro $15/mo
- OwnerView — investors building fundamental models and scoring qualitative factors like competitive moat and management quality
- ValueInvesting.io — value investors seeking pre-calculated intrinsic value models to screen undervalued stocks globally without building dcfs manually · Free $0 · Regional Plan $14.99/mo billed annually · Global Plan $42.99/mo billed annually · Enterprise contact us
- StableBread — individual investors learning fundamental analysis and valuation techniques
- Intrinsik — valuing us equities without manual spreadsheet modeling · Free $0 – 2 analyses/month, no credit card · Pro $25 – 60 analyses/month
- StockPitch — finance students and enthusiasts who want to learn valuation discipline and build conviction before trading · Free $0
- justDCF — investors analyzing stock valuations and comparing revenue growth expectations embedded in market prices · Free $0
- ValuationBot— ValuationBot is AI stock valuation and equity research software for public-equity investors. It reads company reports, cleans and interprets financials, builds scenario-based DCF valuations, and produces analyst-style investment cases with catalysts, risks, valuation ranges, downloadable memos, and editable Excel models. Research Desk adds always-on regional market coverage and fresh valuation-backed ideas.
- OwnerView— Long-term value-investing workspace — custom DCF/intrinsic-value models, moat & management qualitative scoring, plus financials and analysis queues.
- ValueInvesting.io— Generates automated discounted cash flow valuations and intrinsic value estimates for over 45,000 stocks across 60 global exchanges using public data and consensus forecasts.
- StableBread— Provides educational content on stock analysis, valuation, and portfolio management with Excel models, courses, and write-ups on asymmetric stocks
- Intrinsik— Builds a complete DCF model with bear, base, and bull scenarios for US stocks in under 60 seconds using SEC filings
- StockPitch— Provides weekly equity research reports with DCF models, comp analysis, and thesis frameworks for tech, AI, robotics, medicine, and finance stocks.
- justDCF— Builds DCF models for stocks in seconds and shows what revenue growth the current market price implies