"Edge Over Investor" - Plan feature / tool

Guess what? Valuesider just got better: smarter and more intuitive.

"Edge Over Investor"

Tired of screeners that tell you nothing useful? This one is different. When the market prices a stock below where top investors built their positions — you'll know

Included in plans:

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Elite

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What is "Edge Over Investor" screener?

Picture this: a top institutional investor studied a company, ran their analysis, and built a position at a certain price level. Months later, the market is offering that same stock below the price levels they reported. The "Edge Over Investor" screener was built to find exactly that — situations where today's price sits below the levels a proven investor reported while entering.

Whether any of those situations are worth your time to research is entirely your call. But instead of scanning thousands of stocks from scratch, you start with a focused list where the current price is lower than where your favorite investors were active — giving you a real, documented price level to anchor your own thinking.

The gap, right in front of you

See the price level from the investor's most recent reported activity alongside today's market price — and exactly how wide the gap is.

Two views, one decision framework

Switch between buy mode (stocks trading below gurus' reported entry levels) and sell mode (stocks that have risen above reported exit levels) to match your research direction.

Two modes, built around how investors actually move

Price lower than investors bought

Buy analysis mode

Today's market price is below the price levels your followed institutional investor reported when they were building their position. Screen for these gaps, filter by the gap percentage, magnitude of change and build a focused list worth researching further.

Price higher than investors sold

Sell analysis mode

Track stocks that have climbed well past the price levels where institutional investors chose to exit. A useful reference for anyone still holding a position that has moved well beyond where smart money stepped away — worth factoring into your own analysis.

Why it's a different kind of screener

The price carries context

A stock price on a chart is just a number. A price where a well-known investor built a meaningful position carries a different weight — it reflects their analysis, their conviction, and their read on the business at that moment. Seeing that same stock offered at a lower price today adds a layer most charts simply don't show.

Both sides of the trade, in one place

Most tools show you what gurus own today. This one shows where they were active — and how far the market has moved since. Whether prices have dropped below their entry or risen past their exit, you see both gaps clearly.

Spot consistency across quarters

The screener counts how many periods a given investor has held a position and shows the largest price gap ever recorded — not just the most recent one. Repeated activity at consistent price levels tells a richer story.

How the "Edge Over Investor" screener works

The screener analyzes institutional holdings data and matches reported entry and exit prices against live market prices. Here's what it processes:

Data analysis

• Tracks buy and sell activities from top institutional investors

• Matches each reported activity price against today's live market price

• Calculates price differences to identify significant divergence

• Displays the full activity history per investor-ticker pair across all reporting periods

Advanced filtering

• Filter by minimum price difference percentage

• Filter by minimum portfolio weight change (only meaningful-sized positions)

• Set maximum period age to focus on recent activity

• Include / exclude specific funds or target specific tickers

Activity options

• Filter for only new buys (buy mode)

• Filter for only sell-outs (sell mode)

• Option to show only still-held securities

• View number of activities per holding

Results display

• Activity history timeline for each holding

• Reported price, current price, and the price difference percentage between them

• Investor name, ticker, and recent period details

• Portfolio change percentages for context

Save any filter combination as a named preset and reload it with one click — useful when you return regularly to the same screening strategy, or set it to notify you (by enabling alerts) whenever a new gap matches your criteria.

Hundreds of institutional investors. Thousands of positions. One screener that tells you exactly where today's price stands against every reported entry and exit. Most research starts with a blank page — this one starts with a list of situations where the current market price sits below the levels smart money reported while building their positions.

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