Value Investing Software powered by Benjamin Graham

Do you want to grow your assets by investing in the Equity Markets?

Are you looking for a reliable and scientific source of investment research?

Is studying annual reports and comparing dozens of stocks too time-consuming?

What Serenity does

Serenity lets you compare 5000+ U.S. stocks using Benjamin Graham's 17-rule framework, to find the best stocks to invest in.

Why Benjamin Graham?

Benjamin Graham was a scholar and professional investor who mentored some of the world's most renowned investors; including Warren Buffett, William J. Ruane, Irving Kahn and Walter J. Schloss.

"to distill the secret of sound investment into three words, we venture the motto - Margin of Safety"
Benjamin Graham, in The Intelligent Investor
"My intellectual odyssey ended, however, when I met Ben and Dave, first through their writings and then in person. They laid out a roadmap for investing that I have now been following for 57 years. There’s been no reason to look for another."
"To invest successfully over a lifetime does not require a stratospheric IQ, unusual business insights, or inside information. What's needed is a sound intellectual framework for making decisions and the ability to keep emotions from corroding that framework."
"There will continue to be wide discrepancies between price and value in the marketplace, and those who read their Graham & Dodd will continue to prosper."

Why Serenity?

Graham recommended three categories of stocks in The Intelligent Investor - Defensive, Enterprising and NCAV (or Net-Net) - with 17 rules for Quantity and Quality.

Serenity's algorithms evaluate 5000+ U.S. stocks against all 17 Graham rules, adjusting for inflation. Serenity's screeners then let you compare all stocks against each other, helping you make the best possible investment decisions.

Graham's 17 Rules

Three Unique Advantages

1. Authenticity

Serenity focusses on - and specializes in - Graham analysis.

The real problem In today's hyper-connected world is no longer the shortage of data, but the excess of it. The challenge now is to be able to focus on relevant information.

Serenity therefore does a complete, authentic, inflation-adjusted Graham analysis; and nothing more. This philosophy is also based on a strong conviction in Graham's principles, which Buffett too described as "a roadmap for investing that I have now been following for 57 years" (link given above).

There are also no trade secrets on Serenity. The Graham rules used are given with references, and are easily verifiable. The data used is comparable to that on any public financial website.


All Reviews (with references)

2. Accuracy

All analyses done by Serenity are automated, with no room for human error.

While there is no substitute for human judgment, computers excel at repetitive mathematical tasks. Having all the relevant numbers accurately calculated - and presented in a structured manner - can therefore greatly aid an investor in making the right decision.

As with anything built by quants and computer programmers, Serenity is centered around math and algorithms. In fact, Graham himself has often been called the first quant.

"Operations for profit should be based not on optimism but on arithmetic."
Benjamin Graham, in Chapter 20: “Margin of Safety” as the Central Concept of Investment, The Intelligent Investor

So you won't be seeing any colorful graphics - or story stocks - on Serenity. What you'll see instead, is some very powerful software doing some serious number crunching.

Graham repeatedly emphasized that investors should behave as businessmen, and not as speculators or gamblers.

"there has developed the general notion that the rate of return which the investor should aim for is more or less proportionate to the degree of risk he is ready to run. Our view is different. The rate of return sought should be dependent, rather, on the amount of intelligent effort the investor is willing and able to bring to bear on his task."
Benjamin Graham, in Chapter 4: General Portfolio Policy, The Intelligent Investor

Using Serenity ensures that your investment research is thorough, without being tedious. Instead of pouring over annual reports and subjective analyses, you can now apply objective investment concepts to large volumes of data and see the results immediately.

Technology thus helps make your due diligence both faster, and more accurate!

3. Value

In terms of sheer ROI, choosing Serenity is a no-brainer.

There are websites out there charging $400 a year for downloading a spreadsheet that lets you analyze one stock at a time. None of these sites use the authentic Graham framework. Some even use methods Graham specifically warned against.

Serenity, on the other hand, doesn't even charge for individual stock analyses or for the Classic Graham Screener.

Warren Buffett famously said in The Superinvestors of Graham-and-Doddsville (link given above) that "it is hard to argue that the market always prices rationally. In fact, market prices are frequently nonsensical".

An investor's most valuable asset is being able to spot - and take advantage of - such discrepancies between price and value, whether in stocks or in technology.

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Feature Serenity Similar websites
Authentic 17-rule Graham framework.
Compare all 5000+ U.S. stocks.
Free analyses and basic screening.
Fully web based. Downloads optional.
Windows, MS-Excel etc required.
Light, fast, data-driven design.
Graphics-heavy website design.
Priced at $400/year, or more.

Using Serenity Is Easy

Just launch the screener, set the Graham filters, and generate a list of stocks.

Research Individual Stocks

Search

Free! No sign-up

  • Indexed Names/Symbols.
  • Full Graham assessments.
  • Look up any U.S. stock.

Build A Quick Portfolio

Classic Graham Screener

Free! No sign-up

  • Filter by Graham Numbers.
  • Filter by NCAV (or Net-Net).
  • Intrinsic Values up to 90%.

Build A Full Portfolio

  • Customize Graham's Strategies.
  • View and sort using more data.
  • Intrinsic Values exceeding 100%.