Where Independent Analysts Build Their Following
ValuationWorks is a fintech SaaS platform where independent stock analysts publish valuation models, price targets, and market insights — and investors follow the analysts and stocks they care about. We built the full platform from scratch.
The Problem
Independent stock analysts had brilliant research but nowhere to publish it. Investors hungry for alternatives to Wall Street consensus had no way to discover them.
The result: analysts stuck on fragmented platforms with no monetization tools, investors making decisions without access to the best independent research, and stock data scattered across a dozen different services.
Talented analysts had no dedicated space to publish their stock research. They were scattered across Twitter threads, Substack posts, and PDF attachments.
Retail investors had to rely on Wall Street consensus or hunt for independent opinions across fragmented channels.
Independent analysts had no simple way to charge for their models and forecasts. Building a subscription business required building a whole tech stack.
Charts, filings, ownership data, estimates, and insider transactions each required a different tool. No unified research workspace.
What Was at Stake
Deep Financial Data Integration
Aggregating charts, ownership breakdowns, insider transactions, quarterly filings, and estimates into a unified stock page. Each data type has different sources, update frequencies, and display requirements.
Two-Sided Marketplace Architecture
Analysts and investors have fundamentally different workflows. Analysts need dashboards, publishing tools, subscription management. Investors need discovery, following, and research tools. Both sides must work seamlessly.
Monetization Without Friction
Stripe-powered subscriptions with monthly/yearly pricing, optional discounts, and gated content — while keeping the free tier valuable enough to attract users.
How We Solved It
Each solution directly addresses a core platform need
Comprehensive Stock Research Pages
- 8-tab stock pages: Overview, Charts, Analysts, Ownership, News, Documents, Estimates, Insider
- Revenue, Net Income, Cash & Debt, Key Charts, Ratios
- Full-screen chart support
- Sortable columns with valuation ratios
Analyst Publishing Pipeline
- 4-step wizard: select stock, write article, set price targets, add forecasts
- Analyst dashboard with requested stocks
- Personal analytics and performance tracking
- Upload valuation models and analyses
Discovery & Community
- Analyst directory with search/filter/sort
- User dashboard with followed analysts and stocks
- Community chats and posts with tags
- Comments, replies, likes, and sharing
Built-In Monetization
- Analysts create paid subscriptions (monthly + yearly)
- Subscribers unlock models, posts, and private chats
- Stripe integration handles payments
- Optional discounts for yearly plans
Feature Spotlight
Price Target Forecasting
Interactive chart comparing ValuationWorks analyst consensus vs Wall Street targets, with high/average/low estimates and individual analyst positions (Buy/Hold/Sell).
Full-Screen Valuation Models
Detailed DCF and financial models viewable in a full-screen spreadsheet popup. Color-coded cells for fund inflows/outflows, key ratios, and growth metrics.
Analyst Subscription System
Analysts set their own pricing. Users see a clean "Unlock Full Analyst Access" popup listing what they get: stock models, expert posts, and private community chat.
Building a fintech platform? Let's talk about making it happen.
Start a ConversationSee It in Action
How analysts and investors interact with the platform day to day
Before & After
What changed once the platform went live
Scattered across Twitter, Substack, and PDFs
One platform for models, forecasts, and posts
Charts, filings, and estimates in separate tools
Unified 8-tab stock pages with everything in one place
No simple way for analysts to charge for research
Built-in subscriptions with Stripe — analysts set their own pricing
Finding quality independent research was a hunt
Browse, follow, and subscribe to top analysts in one directory
Our Approach
From understanding the market to a live fintech platform
Understood the Market
Mapped how independent analysts publish research and how investors discover it. Designed the two-sided platform architecture and data model to support stock pages, analyst profiles, subscriptions, and community features.
Understood the Market
Mapped analyst and investor workflows, designed the two-sided platform architecture and data model.
Built the Platform
Developed stock pages with 8 data tabs, the analyst publishing wizard, user dashboards, community features with posts and chats, the subscription system with Stripe, and the analyst directory with search and filtering.
Built the Platform
Built stock pages, publishing wizard, dashboards, community features, subscriptions, and analyst directory.
Launched to Analysts
First analysts onboarded, published their models and forecasts, and set up subscriptions. Investors started following analysts and building their watchlists. The community grew with posts, comments, and discussion threads.
Launched to Analysts
Analysts onboarded and published research. Investors started following analysts and building watchlists.
We needed a platform where independent analysts could publish valuation models and price targets — and investors could follow the analysts and stocks they care about. Sonicode built the entire publishing workflow, the follow system, and a self-service platform that lets analysts focus on research instead of infrastructure.
Let's Work Together
Ready to transform your ideas into reality? Get in touch with our team.
Get In Touch
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