Curated replacements grouped by fit, tradeoffs, pricing flexibility, and platform access. Use this list to decide which AUM 13F competitor is worth testing first.
Looking for a AUM 13F replacement? We've profiled 20 alternatives by workflow fit, pricing flexibility, caveats, and platform access. Whether you need a free option to trial, mobile-ready workflows, or API integrations, this list helps you choose what to test first.
Disclosure: outbound links may include affiliate or sponsor links
Which Alternative Should You Use?
Investing.com
Closest replacement
Best for: Users who want one free global market portal for quotes, charts, calendars, news, watchlists, and portfolio tracking.
Investing.com best matches the base workflow on fundamental research, market monitoring, and charting and technical analysis.
Investing.com keeps the replacement test in the same free-access lane. Free access caveat: Free access is ad-supported and does not include the full InvestingPro research layer..
Watch for: Not a broker or API product: Investing.com does not provide direct trading execution or a public API; widgets and RSS are the main integration surfaces.
Best for: Investors who want to ask natural-language questions over 13F filings instead of reading spreadsheets manually.
13F Insight best matches the base workflow on investor holdings research, fundamental research, and stock research.
13F Insight keeps the replacement test in the same free-access lane. Free access caveat: Two AI questions are free without signup..
Watch for: 13F filings are stale by design: The AI reads real 13F filings, but those filings are quarterly, delayed, and incomplete views of manager exposure.
Best for: Investors who want AI-assisted public-company research backed by fundamentals, estimates, transcripts, filings, and dashboards.
Fiscal.ai best matches the base workflow on fundamental research, charting and technical analysis, and screening and idea generation.
Fiscal.ai keeps the replacement test in the same free-access lane. Free access caveat: signup required and Free terminal access has dashboard, history, event, and AI prompt limits..
Watch for: Meaningful limits on free access: The free API trial is capped by allowed companies, burst requests, and daily request volume; deeper history, exports, and advanced datasets require paid plans.
Best for: Value investors who want long historical fundamentals, GF Score, GF Value, and guru/institutional holdings.
GuruFocus best matches the base workflow on investor holdings research, fundamental research, and stock research.
GuruFocus keeps the replacement test in the same free-access lane. Free access caveat: signup required and Free account has limited platform access..
Watch for: Paid access is region and tier dependent: The existing profile records annual paid memberships, region add-ons, API plans, and pay-as-you-go API credits.
Bottom line: Users who want one free global market portal for quotes, charts, calendars, news, watchlists, and portfolio tracking.
Replacement
Partial replacement
Pricing fit
Free-plan match
Free tier
Yes
Platforms
Web
Assets
Stocks, ETFs, and Real Estate
Experience
Intermediate and Advanced
Plans
Free and Subscription
Why switch
Investing.com best matches the base workflow on fundamental research, market monitoring, and charting and technical analysis.
Investing.com matches the base audience on Analysts, Intermediate, and Advanced.
You gain Stock Ideas, Screeners, Stock Comparison, and Options.
Watch out
Major switch gaps: missing Hedge Funds and Private Funds coverage, does not clearly cover investor holdings research, stock research, and portfolio alerts, and less aligned with Institutional Investors and advisors and wealth firms.
Avoid as a full replacement if you rely on investor holdings research, stock research, and portfolio alerts.
Not a broker or API product: Investing.com does not provide direct trading execution or a public API; widgets and RSS are the main integration surfaces.
Free-plan limits: Free access is ad-supported and does not include the full InvestingPro research layer., WarrenAI, ProPicks, premium reports, and deeper datasets are plan-gated., and Market-data latency and real-time availability vary by instrument and source..
Bottom line: Investors who want AI-assisted public-company research backed by fundamentals, estimates, transcripts, filings, and dashboards.
Replacement
Partial replacement
Pricing fit
Free-plan match
Free tier
Yes
Platforms
Web
Assets
Stocks, ETFs, and Funds
Experience
Intermediate and Advanced
Plans
Free and Subscription
Why switch
Fiscal.ai best matches the base workflow on fundamental research, charting and technical analysis, and screening and idea generation.
Fiscal.ai matches the base audience on Institutional Investors, Analysts, and Intermediate.
You gain Stock Ideas, Screeners, Stock Comparison, and Portfolio.
Watch out
Major switch gaps: missing Hedge Funds, Private Funds, and Real Estate coverage and does not clearly cover investor holdings research, stock research, and portfolio alerts.
Avoid as a full replacement if you rely on investor holdings research, stock research, and portfolio alerts.
Meaningful limits on free access: The free API trial is capped by allowed companies, burst requests, and daily request volume; deeper history, exports, and advanced datasets require paid plans.
Free-plan limits: Signup required, Free terminal access has dashboard, history, event, and AI prompt limits., and Free API access is capped by allowed companies, burst rate, and daily requests..
Bottom line: Value investors who want long historical fundamentals, GF Score, GF Value, and guru/institutional holdings.
Replacement
Drop-in replacement
Pricing fit
Free-plan match
Free tier
Yes
Platforms
Web
Assets
Stocks, ETFs, and Funds
Experience
Intermediate and Advanced
Plans
Free and Subscription
Why switch
GuruFocus best matches the base workflow on investor holdings research, fundamental research, and stock research.
GuruFocus matches the base audience on Analysts, Intermediate, and Advanced.
You gain Stock Ideas, Screeners, ETF Screeners, and Top Analysts.
Watch out
Major switch gaps: missing Hedge Funds, Private Funds, and Real Estate coverage, does not clearly cover portfolio alerts, market monitoring, and advisor and client reporting, and less aligned with Institutional Investors and advisors and wealth firms.
Avoid as a full replacement if you rely on portfolio alerts, market monitoring, and advisor and client reporting.
Paid access is region and tier dependent: The existing profile records annual paid memberships, region add-ons, API plans, and pay-as-you-go API credits.
Free-plan limits: Signup required, Free account has limited platform access., and Free members have limited portfolio capacity..
Bottom line: Mainstream investors who want free quotes, news, watchlists, portfolios, charts, and basic research in one familiar product.
Replacement
Drop-in replacement
Pricing fit
Free-plan match
Free tier
Yes
Platforms
Web
Assets
Stocks and ETFs
Experience
Intermediate and Advanced
Plans
Free and Subscription
Why switch
Yahoo Finance best matches the base workflow on fundamental research, portfolio alerts, and market monitoring.
Yahoo Finance matches the base audience on Intermediate, Advanced, and fundamental investors.
You gain News, Calendar, Portfolio, and Stock Ideas.
Watch out
Major switch gaps: missing Hedge Funds, Private Funds, and Real Estate coverage, does not clearly cover investor holdings research, stock research, and API and market data, and less aligned with Institutional Investors, Analysts, and quants and developers.
Avoid as a full replacement if you rely on investor holdings research, stock research, and API and market data.
Data is informational, not trading-grade: The existing profile notes Yahoo says all finance data is informational and not intended for trading or investing purposes.
Free-plan limits: Signup required, Free account/sign-in may be required for some portfolio and watchlist features., and Premium portfolio analytics, research, screeners, and longer downloadable history are paid..
Bottom line: Users who want cited AI answers over finance pages, filings, news, charts, watchlists, screeners, ownership data, and earnings documents.
Replacement
Drop-in replacement
Pricing fit
Free-plan match
Free tier
Yes
Platforms
Web
Assets
Stocks and ETFs
Experience
Intermediate and Advanced
Plans
Free and Subscription
Why switch
Perplexity Finance best matches the base workflow on fundamental research, stock research, and market monitoring.
Perplexity Finance matches the base audience on Institutional Investors, Analysts, and Intermediate.
You gain Screeners, News, Calendar, and Analyst Forecasts.
Watch out
Major switch gaps: missing Hedge Funds, Private Funds, and Real Estate coverage, missing Alerts workflows, and does not clearly cover investor holdings research and portfolio alerts.
Avoid as a full replacement if you rely on investor holdings research and portfolio alerts.
AI answer quality still needs review: Perplexity cites sources, but investment conclusions, calculations, and data joins should be verified before use.
Free-plan limits: Free consumer plan includes limited Pro searches., Pro is listed locally at $20/month and Max at $200/month for consumer access., and Agent API finance_search is billed at $0.005 per invocation, or $5 per 1,000 invocations, with model tokens billed separately..
Bottom line: Retail investors who want analyst consensus, expert rankings, Smart Score, news sentiment, and stock ideas.
Replacement
Drop-in replacement
Pricing fit
Free-plan match
Free tier
Yes
Platforms
Web
Assets
Stocks and ETFs
Experience
Intermediate and Advanced
Plans
Free and Subscription
Why switch
TipRanks best matches the base workflow on fundamental research, stock research, and charting and technical analysis.
TipRanks matches the base audience on Institutional Investors, Analysts, and Intermediate.
You gain Stock Ideas, Top Analysts, Screeners, and ETF Screeners.
Watch out
Major switch gaps: missing Hedge Funds, Private Funds, and Real Estate coverage, missing Improved Filings workflows, and does not clearly cover investor holdings research, portfolio alerts, and market monitoring.
Avoid as a full replacement if you rely on investor holdings research, portfolio alerts, and market monitoring.
Best tools are paid: Premium and Ultimate gate Smart Portfolio, Smart Score, expert/insider/hedge-fund tools, exports, and higher MCP quotas.
Free-plan limits: Signup required, Free/Basic MCP OAuth quota is 10 tool calls per month., and Free API-key tier is limited to 5 requests per minute and 50 requests per month..
Bottom line: Investors who want a free SEC filings, transcripts, ownership, IPO, and alert workflow.
Replacement
Partial replacement
Pricing fit
Free-plan match
Free tier
Yes
Platforms
Web
Assets
Stocks, ETFs, and Funds
Experience
Intermediate and Advanced
Plans
Free
Why switch
CapEdge best matches the base workflow on fundamental research, portfolio alerts, and charting and technical analysis.
CapEdge matches the base audience on Institutional Investors, Analysts, and Intermediate.
You gain Screeners, Stock Comparison, Financials, and Diff View.
Watch out
Major switch gaps: missing Hedge Funds, Private Funds, and Real Estate coverage, missing Watchlist workflows, and does not clearly cover investor holdings research, stock research, and market monitoring.
Avoid as a full replacement if you rely on investor holdings research, stock research, and market monitoring.
Free account required for full functionality: Many basic features can be used without an account, but the help center says free signup unlocks all data and features.
Free-plan limits: Signup required, CapEdge markets the product as 100% free., and Free registration unlocks all data and features..
Bottom line: Investors who want to ask natural-language questions over 13F filings instead of reading spreadsheets manually.
Replacement
Drop-in replacement
Pricing fit
Free-plan match
Free tier
Yes
Platforms
Web
Assets
Stocks and ETFs
Experience
Intermediate and Advanced
Plans
Free and Subscription
Why switch
13F Insight best matches the base workflow on investor holdings research, fundamental research, and stock research.
13F Insight matches the base audience on Analysts, Intermediate, and Advanced.
You gain Regulatory Filings Monitoring, News, AI Research, and Education.
Watch out
Major switch gaps: missing Hedge Funds, Private Funds, and Real Estate coverage, missing Improved Filings workflows, and does not clearly cover screening and idea generation and advisor and client reporting.
Avoid as a full replacement if you rely on screening and idea generation and advisor and client reporting.
13F filings are stale by design: The AI reads real 13F filings, but those filings are quarterly, delayed, and incomplete views of manager exposure.
Free-plan limits: Two AI questions are free without signup., Free account raises usage to five questions per day., and Standard, Pro, and Enterprise tiers gate heavier AI and research workflows..
Bottom line: Active investors and developers who want market data, news clustering, social sentiment, institutional flow, insider trades, and AI analysis in one beta workspace.
Replacement
Drop-in replacement
Pricing fit
Free-plan match
Free tier
Yes
Platforms
Web
Assets
Stocks and ETFs
Experience
Intermediate and Advanced
Plans
Free and Subscription
Why switch
SentiSense best matches the base workflow on fundamental research, stock research, and portfolio alerts.
SentiSense matches the base audience on Analysts, Intermediate, and Advanced.
You gain Stock Ideas, Screeners, Quant, and News.
Watch out
Major switch gaps: missing Hedge Funds, Private Funds, and Real Estate coverage, missing Improved Filings workflows, and does not clearly cover investor holdings research and advisor and client reporting.
Avoid as a full replacement if you rely on investor holdings research and advisor and client reporting.
Beta product with plan limits: Free and PRO quotas are now published, but the product remains young and users should verify endpoint-level access before depending on it in production.
Free-plan limits: Signup required, Free plan includes 1,000 API requests/month and limited market-intelligence access., and PRO is listed at $15/month or $144/year with 100,000 API requests/month..
Bottom line: Analysts and investors who spend meaningful time in SEC filings, transcripts, tables, redlines, and ownership disclosures.
Replacement
Partial replacement
Pricing fit
Free-plan match
Free tier
Yes
Platforms
Web
Assets
Stocks and Funds
Experience
Intermediate and Advanced
Plans
Free and Subscription
Why switch
BamSEC best matches the base workflow on fundamental research, stock research, and portfolio alerts.
BamSEC matches the base audience on Institutional Investors, Analysts, and Intermediate.
You gain Screeners, Stock Ideas, Diff View, and Transcripts.
Watch out
Major switch gaps: missing ETFs, Hedge Funds, and Private Funds coverage, missing Data Visualizations workflows, and does not clearly cover investor holdings research, market monitoring, and charting and technical analysis.
Avoid as a full replacement if you rely on investor holdings research, market monitoring, and charting and technical analysis.
Premium workflows are paid: Document Search, table downloads, all-company screens, ownership analytics, advanced alerts, and comparison tools require Pro or Enterprise.
Free-plan limits: Free access is mainly filing browsing., Pro has a 7-day free trial and is billed annually., and Enterprise is sold through contact/demo flow after the AlphaSense acquisition..
Bottom line: Active U.S. stock and options traders who want options flow, unusual orders, dark-pool context, analyst data, congressional trades, 13F context, alerts, and AI chat in one lightweight web app.
Replacement
Drop-in replacement
Pricing fit
Free-plan match
Free tier
Yes
Platforms
Web
Assets
Stocks and ETFs
Experience
Intermediate and Advanced
Plans
Free and Subscription
Why switch
Stocknear best matches the base workflow on fundamental research, stock research, and charting and technical analysis.
Stocknear matches the base audience on Intermediate, Advanced, and quants and developers.
You gain Screeners, Options, News, and Calendar.
Watch out
Major switch gaps: missing Hedge Funds, Private Funds, and Real Estate coverage, missing Improved Filings workflows, and does not clearly cover investor holdings research, portfolio alerts, and market monitoring.
Avoid as a full replacement if you rely on investor holdings research, portfolio alerts, and market monitoring.
U.S.-market focus: Stocknear is centered on U.S. stocks, ETFs, and options rather than global multi-asset coverage.
Free-plan limits: Signup required, Basic is listed at $0/month with 10 credits, one watchlist, one portfolio, and three alerts., and Plus is listed at $10/month and Pro at $20/month, each with a 7-day free trial..
Bottom line: Long-term investors who want visual company reports and portfolio diagnostics.
Replacement
Partial replacement
Pricing fit
Free-plan match
Free tier
Yes
Platforms
Web
Assets
Stocks, ETFs, and Funds
Experience
Intermediate and Advanced
Plans
Free and Subscription
Why switch
Simply Wall St best matches the base workflow on fundamental research, charting and technical analysis, and screening and idea generation.
Simply Wall St matches the base audience on Intermediate, Advanced, and fundamental investors.
You gain Stock Ideas, Screeners, Portfolio, and Financials.
Watch out
Major switch gaps: missing Hedge Funds, Private Funds, and Real Estate coverage, missing Improved Filings workflows, and does not clearly cover investor holdings research, stock research, and portfolio alerts.
Avoid as a full replacement if you rely on investor holdings research, stock research, and portfolio alerts.
Free plan has report and portfolio limits: The Free tier includes 5 company reports per month and 1 portfolio with 10 holdings.
Free-plan limits: Signup required, 5 company reports per month on Free., and 1 portfolio with up to 10 holdings on Free..
Bottom line: Retail and pro-retail investors looking for free fundamental research on undercovered U.S. stocks, microcaps, nanocaps, and OTC names.
Replacement
Drop-in replacement
Pricing fit
Free-plan match
Free tier
Yes
Platforms
Web
Assets
Stocks
Experience
Intermediate and Advanced
Plans
Free
Why switch
EveryTicker best matches the base workflow on investor holdings research, fundamental research, and stock research.
EveryTicker matches the base audience on Analysts, Intermediate, and Advanced.
You gain Stock Ideas, Screeners, Stock Comparison, and News.
Watch out
Major switch gaps: missing ETFs, Hedge Funds, and Private Funds coverage, missing Improved Filings workflows, and does not clearly cover portfolio alerts, market monitoring, and advisor and client reporting.
Avoid as a full replacement if you rely on portfolio alerts, market monitoring, and advisor and client reporting.
U.S. stock focus: EveryTicker is positioned around U.S. public companies, not global multi-asset research.
Free-plan limits: Signup required, Homepage says users can get started free with no analyst fees or complex subscriptions., and Signup flow says free forever and no credit card..
Bottom line: Serious individual investors who want deep North American stock, ETF, and fund screening.
Replacement
Partial replacement
Pricing fit
Free-plan match
Free tier
Yes
Platforms
Web
Assets
Stocks, ETFs, and Funds
Experience
Intermediate and Advanced
Plans
Free and Subscription
Why switch
Stock Rover best matches the base workflow on fundamental research, charting and technical analysis, and screening and idea generation.
Stock Rover matches the base audience on Analysts, Intermediate, and Advanced.
You gain Stock Ideas, Screeners, ETF Screeners, and Stock Comparison.
Watch out
Major switch gaps: missing Hedge Funds, Private Funds, and Real Estate coverage, missing Institutional Ownership and Improved Filings workflows, and does not clearly cover investor holdings research, stock research, and portfolio alerts.
Avoid as a full replacement if you rely on investor holdings research, stock research, and portfolio alerts.
North America-focused coverage: The existing profile records U.S. and Canadian exchange support plus OTC boards.
Free-plan limits: Signup required, New signups can test Stock Rover through a 14-day free trial with no credit card required., and Free plan has monthly limits for Stock Scores and Research Reports..
Bottom line: Self-directed traders and investors who want technical and fundamental screening, watchlists, alerts, charts, and idea templates in one browser product.
Replacement
Partial replacement
Pricing fit
Free-plan match
Free tier
Yes
Platforms
Web
Assets
Stocks and ETFs
Experience
Intermediate and Advanced
Plans
Free and Subscription
Why switch
ChartMill best matches the base workflow on fundamental research, stock research, and portfolio alerts.
ChartMill matches the base audience on Intermediate, Advanced, and fundamental investors.
You gain Screeners, Stock Ideas, Stock Comparison, and Scores.
Watch out
Major switch gaps: missing Hedge Funds, Private Funds, and Real Estate coverage, missing Improved Filings workflows, and does not clearly cover investor holdings research, market monitoring, and API and market data.
Avoid as a full replacement if you rely on investor holdings research, market monitoring, and API and market data.
Delayed market data: Paid access unlocks tools, but market data remains delayed or end-of-day, so active traders needing real-time feeds need another platform.
Free-plan limits: Free access includes screener and charts with data limits. and Monthly subscription is $34.97/month after first-month promotion; annual plan is $299.97/year and includes a swing-trading course..
Bottom line: Historical and competitive research on an AI stock research product that combined screening, S&P Global data, portfolio tracking, ratings, transcripts, and investor-activity feeds.
Replacement
Partial replacement
Pricing fit
Free-plan match
Free tier
Yes
Platforms
Web
Assets
Stocks
Experience
Intermediate and Advanced
Plans
Free and Subscription
Why switch
Gainify best matches the base workflow on fundamental research, stock research, and charting and technical analysis.
Gainify matches the base audience on Analysts, Intermediate, and Advanced.
You gain Stock Ideas, Screeners, Stock Comparison, and Custom Dashboards.
Watch out
Major switch gaps: missing ETFs, Hedge Funds, and Private Funds coverage, missing Improved Filings workflows, and does not clearly cover investor holdings research, portfolio alerts, and market monitoring.
Avoid as a full replacement if you rely on investor holdings research, portfolio alerts, and market monitoring.
Service is discontinued: The canonical homepage says Gainify.io is closed and the Gainify service is no longer available, so it should not be recommended as a live signup option.
Free-plan limits: Signup required, Gainify has been discontinued and the service is no longer available., and Active paying subscribers were directed to transition information by email..
Bottom line: Fundamental and value investors who want stock ideas, intrinsic-value tools, screeners, backtesting, charting, transcripts, smart-money tracking, and workspace dashboards in one product.
Replacement
Partial replacement
Pricing fit
Free-plan match
Free tier
Yes
Platforms
Web
Assets
Stocks
Experience
Intermediate and Advanced
Plans
Free and Subscription
Why switch
Value Sense best matches the base workflow on fundamental research, stock research, and charting and technical analysis.
Value Sense matches the base audience on Analysts, Intermediate, and Advanced.
You gain Stock Ideas, Screeners, Backtesting, and Stock Comparison.
Watch out
Major switch gaps: missing ETFs, Hedge Funds, and Private Funds coverage, missing Improved Filings workflows, and does not clearly cover investor holdings research, portfolio alerts, and market monitoring.
Avoid as a full replacement if you rely on investor holdings research, portfolio alerts, and market monitoring.
Model outputs need independent review: Intrinsic value, AI summaries, scores, and signals can accelerate research, but users still need to verify assumptions, filings, and valuation sensitivity.
Free-plan limits: Signup required, Pricing page exposes Free, Explorer, Pro, ValueQuant Strategy, and Enterprise paths, with Pro credit quotas visible., and Pro credits panel lists unlimited stock views/charts, 50 Excel downloads/month, 1,000 AI tokens/month, 20 watchlists, 50 dashboards, and 50 saved screeners..
Bottom line: Nordic and European investors who want a fundamentals-rich screener, reports, owner data, technical charts, and dividend research.
Replacement
Partial replacement
Pricing fit
Free-plan match
Free tier
Yes
Platforms
Web
Assets
Stocks
Experience
Intermediate and Advanced
Plans
Free and Subscription
Why switch
Börsdata best matches the base workflow on fundamental research, charting and technical analysis, and screening and idea generation.
Börsdata matches the base audience on Institutional Investors, Analysts, and Intermediate.
You gain Screeners, Stock Ideas, Index Rebalancing, and Short Interest.
Watch out
Major switch gaps: missing ETFs, Hedge Funds, and Private Funds coverage, missing Alerts workflows, and does not clearly cover investor holdings research, stock research, and portfolio alerts.
Avoid as a full replacement if you rely on investor holdings research, stock research, and portfolio alerts.
Best value is Nordic-first: Global coverage exists on higher tiers, but Börsdata is strongest for Nordic equities and Nordic ownership/insider workflows.
Free-plan limits: Signup required, Free account has limited access., and Full data requires Premium, Pro, Pro+, or Enterprise..
Bottom line: Event-driven investors who actively follow merger arbitrage, insider buying, spinoffs, buybacks, CVRs, tender offers, activists, and special situations.
Replacement
Drop-in replacement
Pricing fit
Similar price tier
Free tier
No
Platforms
Web
Assets
Stocks and ETFs
Experience
Intermediate and Advanced
Plans
Subscription
Why switch
InsideArbitrage best matches the base workflow on fundamental research, stock research, and market monitoring.
InsideArbitrage matches the base audience on Intermediate, Advanced, and fundamental investors.
You gain News, Calendar, Corporate Actions & Special Situations, and Dividends.
Watch out
Major switch gaps: missing Hedge Funds, Private Funds, and Real Estate coverage, missing Improved Filings workflows, and does not clearly cover investor holdings research, portfolio alerts, and advisor and client reporting.
Avoid as a full replacement if you rely on investor holdings research, portfolio alerts, and advisor and client reporting.
Paid-only serious workflow: Premium is advertised at $150/month or $1,200/year; the most useful screens, tools, newsletters, and tracked-deal workflows sit behind subscription access.
Free-plan limits: Signup required, Credit card required, and Premium monthly is advertised at $150/month..
Bottom line: Anyone who needs the official free source for U.S. public-company filings, fund filings, insider forms, 13F reports, XBRL company facts, and bulk EDGAR archives.
Replacement
Partial replacement
Pricing fit
Free-plan match
Free tier
Yes
Platforms
Web
Assets
Stocks, ETFs, and Funds
Experience
Intermediate and Advanced
Plans
Free
Why switch
SEC.gov (EDGAR) best matches the base workflow on fundamental research, market monitoring, and portfolio tracking.
SEC.gov (EDGAR) matches the base audience on Institutional Investors, Analysts, and Intermediate.
You gain Official Sources, Regulatory Filings Monitoring, IPO, and Corporate Actions & Special Situations.
Watch out
Major switch gaps: missing Hedge Funds, Private Funds, and Real Estate coverage, missing Watchlist and Data Visualizations workflows, and does not clearly cover investor holdings research, stock research, and portfolio alerts.
Avoid as a full replacement if you rely on investor holdings research, stock research, and portfolio alerts.
Fair-access limits: Automated users must declare a User-Agent and stay within the current 10 requests/second access limit.
Free-plan limits: SEC EDGAR APIs are free and require no API key for public investor/research endpoints., SEC fair-access guidance states a current maximum access rate of 10 requests/second., and A declared User-Agent is required for automated access..
Investing.com is the closest drop-in replacement with overlapping coverage in Institutional Ownership, Insider Data, and Improved Filings while adding Stock Ideas and Screeners coverage and Global financial portal covering stocks, indices, commodities, currencies, ETFs, bonds, funds, cryptocurrencies, futures, options, interest rates, and economic indicators. and Large global coverage footprint: Investing.com currently says the platform covers 180,000+ financial instruments across 250 exchanges in 33 languages, with 50M monthly investors, 130M app downloads, and 300K active paying subscribers. features (workflow overlap ~100%).
Free tiers remain available through Investing.com, Fiscal.ai, GuruFocus, Yahoo Finance, Perplexity Finance, TipRanks, CapEdge, 13F Insight, SentiSense, BamSEC, Stocknear, Simply Wall St, EveryTicker, Stock Rover, ChartMill, Gainify, Value Sense, Börsdata, and SEC.gov (EDGAR) for side-by-side testing.
Need mobile access? Investing.com, GuruFocus, and Yahoo Finance bring phone-ready workflows that AUM 13F lacks.
Round out your stack with new coverage areas like Stock Ideas, Screeners, Stock Comparison, and Options.
19 of 20 alternatives keep a free tier for trials.
Mobile ready
8/20
8 alternatives bring native mobile access.
API availability
8/20
8 of the shortlisted tools expose API endpoints for automation-heavy workflows.
Quality checks
9 starred / 13 tested
9 tools are flagged as analyst picks; 13 have been hands-on tested.
Avg. coverage overlap
85%
Average percentage of categories shared with the base tool.
Frequently Asked Questions
What are the best alternatives to AUM 13F?
AUM 13F users most often consider Investing.com, Fiscal.ai, and GuruFocus as their go-to alternatives.
Which alternatives keep a free tier?
Investing.com, Fiscal.ai, GuruFocus, Yahoo Finance, Perplexity Finance, TipRanks, CapEdge, 13F Insight, SentiSense, BamSEC, Stocknear, Simply Wall St, EveryTicker, Stock Rover, ChartMill, Gainify, Value Sense, Börsdata, and SEC.gov (EDGAR) offer a free plan or trial option, making them easy to test before committing to a paid subscription.
Which workflows do the top AUM 13F alternatives cover?
Expect deep coverage across Alerts, Data Visualizations, Improved Filings, Insider Data, Institutional Ownership, and Watchlist, so you can port most AUM 13F workflows without much friction.
Hey! Thanks for stopping by. I'm an independent investor with a soft spot for coding and the stock market - especially value investing (as you can probably tell from the tools I've collected here, haha). Hopefully you'll find something useful or interesting along the way.
Discovered a gem I don't have here yet? Drop the link below and I'll check it out ASAP. Tagging me on X works too! Can't wait to see what you've found!
These are my top picks. Tools I've tested thoroughly and found to be excellent. They do their job really well, and I use them a lot. If you're not already familiar with them, I highly recommend checking them out.
Tested Tools
These are tools I've tried and found to be solid, but not standout. Think of them as passing an initial quality screen: worth exploring, though not all will be exceptional.
Curation & Accuracy
This directory blends AI‑assisted discovery with human curation. Entries are reviewed, edited, and organized with the goal of expanding coverage and sharpening quality over time. Your feedback helps steer improvements (because no single human can capture everything all at once).
Details change. Pricing, features, and availability may be incomplete or out of date. Treat listings as a starting point and verify on the provider’s site before making decisions. If you spot an error or a gap, send a quick note and I’ll adjust.