Validea: Trial Sign Up

Validea Standard

Annual - $269.95

Quarterly - $74.95

Monthly - $29.95

Standard Free Trial

Standard Subscription Includes the Following Benefits:
Model Portfolios
14 easy to follow model portfolios based on proven fundamental models. Simple once per month rebalancing. See returns.
Risk Managed ETF Portfolios
Simple ETF-based portfolios that manage risk using principles from academic research. See returns.
Guru Analysis
Detailed, step by step analysis of any stock using proven factor-based strategies based on Warren Buffett, Ben Graham, Peter Lynch and many others.
Guru Stock Screener
Screen for stocks that pass any of our factor models, or combinations of them. Add in your own criteria using 50+ fundamental variables.
Trend Following
Buy and sell signals for stocks and major asset classes based on a proven technical timing system. See historical results
ETF Factor Screener
Screen for ETFs based on their exposures to all the major investing factors.
Email Alerts
Follow any stock, guru strategy or model portfolio and receive real time email alerts of any changes.

Get Standard

Validea Pro

Annual - ~~$889.95~~ $666.95
(25% Off Standard Rate)

Quarterly - $269.95

Monthly - $99.95

Professional Free Trial

Everything in Standard PLUS...
10 Additional Guru Models
Models based on fundamental momentum, private equity, value composites and shareholder yield. See models
16 Additional ETF Portfolios
Portfolios that rotate among factors and sectors using our proprietary system. See returns.
Tax Efficient Portfolios
Optimized portfolios that reduce turnover and focus on producing net long-term taxable gains.
Industry and Country Portfolios
Industry- and country- based portfolios that contain the top stocks according to our factor-based models. See returns
Trend Following
Buy and sell signals for industries and investing styles based on a proven technical timing system.
Pro Email Alerts
Follow any industry or country/region, and our ten new strategies, and get alerts when anything changes.
Personal Site Tour
Free annual personal site tour with a member of our team

Get Professional

Validea Institutional

Annual - $5000.00

For more information or to sign up, please contact us directly.

Everything in Standard and Pro PLUS...
Custom Portfolio Creation Using 40+ Models
Our team will work with you to build a custom strategy using the stock and etf models we offer on the site, plus the 20+ additional models we run behind the scenes, as well as any additional fundamental criteria you require. The available models cover all the major investing styles including value, price momentum, fundamental momentum, quality and low volatility. We will provide you with historical performance results and detailed holding data for your custom model.
Tax Management System
If required, we will work with you to integrate our tax managed rebalancing system, which lowers turnover and optimizes our models to produce long-term gains, into your custom strategy.
Email Alerts of Model Changes
We will provide you with a monthly email with changes for your custom model and updated performance.

Have Questions? Call (877) 439-0506

What types of payment do you accept?

We take Mastercard, Visa, Discover, American Express and PayPal.

Will my credit card information be secure?

Yes, our site is secured with the latest encryption technology and all transactions are processed through PayPal, the industry leader in payment processing.

When will I be billed?

You will be automatically billed after the expiration of your free trial. You can cancel at any time during your trial and you will not be billed.

What is your refund policy?

We offer prorated refunds on quarterly and annual plans within the first 60 days of each billing period.

What is your cancellation policy?

You can cancel your subscription at any time by emailing us at billing@validea.com or calling us at (877) 439-0506.

What if I have other questions?

We are happy to answer any questions you have via phone or email. You can contact us at billing@validea.com or at (877) 439-0506.

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