StockLenz vs Valora

StockLenz: Quant-Driven Stock Screening for Active Investors Discover, evaluate, and track global investment opportunities with StockLenz, a quant- driven stock screener designed for investors who want to filter markets by performance, risk, and expected return—not just price history. Developed by LENSELL, a leader in research-driven investment technology, StockLenz delivers institutional-grade analytics to your mobile device. Whether you’re a systematic DIY allocator or a global diversifier, StockLenz helps you identify high-potential investments faster using transparent, quantitative metrics and advanced filters. SEARCH. SELECT. SAVE. Stop scrolling endlessly through tickers. Use advanced quant filters to find investments that align with your risk profile and return objectives. Key Features • Quant-Driven Discovery: Beyond traditional P/E ratios. Filter stocks using performance indicators such as Expected Returns (Historical & CAPM), Sharpe Ratio, Beta, Alpha, Volatility, and CAGR. Risk Management: Target investments with downside protection using metrics like 3- Year Maximum Drawdown (MDD). • Global Market Access: Screen opportunities across major exchanges, including ASX, NYSE, NASDAQ, BSE, NSE, LSE, DFM, HKEX, Indian Mutual Funds (more markets coming). • Portfolio Ecosystem: Save your selections and seamlessly connect to Diversiview, LENSELL’s flagship analytics platform, for portfolio analysis optimisation using the Dual- Objective Optimisation Approach (DOOA) and the Efficient Frontier Theory. Start for Free – No Sign-Up Required Download StockLenz and get immediate access to: • Screen one market, one industry, and one performance metric—explore how our quant engine works before upgrading • Access industry and performance filters to test StockLenz’s analytical power • Save up to 5 favourites to track your top investments Upgrade to Premium Unlock the full power of StockLenz and take your investing to the next level: • Unlimited Global Access: Diversify your search across all supported markets instantly • Advanced Filtering: Apply all industry and quantitative performance metrics simultaneously for precise screening • Portfolio Analytics: Save unlimited favourites, create multiple portfolios, and connect seamlessly to Diversiview for in-depth portfolio optimisation • Enhanced Insights: Access the full suite of quant indicators, industry filters, and market coverage to make smarter, faster investment decisions. Transparent & Educational StockLenz empowers you with clear, understandable data. All metrics include definitions to help you interpret the results—providing the analytics while you make the decisions. Note: StockLenz is intended for educational and research purposes only and does not provide personal financial advice. Make sure you do your own research and/or speak with a financial advisor before making any investment decisions. StockLenz Premium does not include access to paid features in Diversiview.

VALORA - INVESTMENT & PORTFOLIO TRACKER Track your investments in one place and understand what drives your returns. Valora is a global investment tracker and portfolio tracker for stocks, ETFs, funds, crypto, dividends, cash, forex, commodities, term deposits, and custom assets. Follow holdings on the NYSE, Nasdaq, and international markets without connecting a bank or brokerage account. Turn transactions and market data into a clear view of performance, income, and risk. ONE TRACKER FOR YOUR COMPLETE PORTFOLIO • Stock tracker for US and global market holdings • ETF tracker for exchange-traded funds • Crypto tracker alongside traditional assets • Dividend tracker for income history • Funds, cash, forex, commodities, indices, term deposits, and custom assets • Multiple portfolios and currencies BUILD AN ACCURATE INVESTMENT HISTORY Record buys, sells, dividends, cash deposits, and withdrawals with price, fee, tax, venue, and currency details. Add transactions manually, by voice, or through CSV import. Review imports, edit and backdate activity, and move holdings between portfolios. UNDERSTAND PERFORMANCE, NOT JUST PRICES Go beyond a basic stock portfolio or watchlist with analytics designed to explain results: • Portfolio performance and historical return views • Performance stories that explain what changed and why • Benchmark comparisons for broader market context • Asset allocation and diversification insights • Dividend, transaction, asset return, P/E, and beta insights • Portfolio movers, goals, and grouped holding views ASK AI ABOUT YOUR OWN PORTFOLIO Ask Valora's AI Chat about your holdings, performance, or individual assets and get structured answers grounded in your portfolio data. Revisit past chats and turn complex information into clear summaries and key figures. Midday Pulse combines portfolio movement, market benchmarks, relevant news, upcoming events, and concentration-risk context in one daily briefing you can read or listen to. RESEARCH ASSETS AND STAY INFORMED • Search stocks, ETFs, funds, crypto, forex, commodities, and more • Build a watchlist and filter or sort by market, type, and period • Explore price history, news, market data, and portfolio context • Review technical analysis with signals, indicator breakdowns, and plain-language commentary • Set target price alerts and get notified when an asset reaches your level • Follow personalized news, events, market movers, and IPO coverage where available CONTROL WITHOUT SHARING BROKER CREDENTIALS Valora is manual-first: you decide what enters each portfolio. No bank password or broker connection is required. Start with email or anonymously, then protect access with a recovery code, PIN, biometrics on supported devices, and Sensitive Mode. MAKE VALORA YOURS Choose your default currency, language, theme, landing screen, market view, chart preferences, notifications, and widgets. VALORA PRO Unlock expanded limits, advanced analytics and charts, AI-powered interpretation, additional metrics, and more with Valora PRO. Whether you need an investment tracker for a growing stock portfolio, an ETF tracker for long-term holdings, a dividend tracker for income, or a multi-asset portfolio tracker, Valora helps you record, monitor, and understand your investments with confidence. IMPORTANT DISCLAIMER Valora is a portfolio tracking and information tool. It does not provide investment advice and does not facilitate trading. Market and analytical information may be delayed or incomplete and should not be the sole basis for an investment decision. Terms of Use (EULA): https://www.apple.com/legal/internet-services/itunes/dev/stdeula/