Fiscal.ai is the closest drop-in replacement with overlapping coverage in 13F, Insider Data, and Improved Filings while adding Screeners and Stock Comparison coverage and Modern web-based research terminal with dashboards, customizable watchlists, portfolio stats, and fundamental charting for 100,000+ global stocks, ETFs, and funds. and Deep fundamental coverage: 10–20+ years of annual and 6–40+ quarters of quarterly financials by plan, with ratios, common-size statements, and adjusted metrics. features (category overlap ~86%).
VOL. XCIV, NO. 247
★ A CURATED DIRECTORY OF FINANCIAL TOOLS AND RESOURCES ★
PRICE: 0 CENTS
Thursday, January 8, 2026
Programmatic picks
Alternatives to AUM 13F
Curated replacements ranked by category overlap, pricing, and platform access. Use this list to stress-test AUM 13F against peers before committing to a long-term plan.
View free alternativesQuick takeaways
Free tiers remain available through Fiscal.ai, CapEdge, Fintel, SEC EDGAR - Company Filings (Full‑Text Search & Search Filings), GuruFocus, BamSEC, HedgeFollow, Stocknear, TIKR, Simply Wall St, SEC.gov (EDGAR), Perplexity Finance, FINVIZ, FT Markets (Markets data - Financial Times), MarketWatch, Quiver Quantitative, and ChartMill for side-by-side testing.
Need mobile access? CapEdge, GuruFocus, and Simply Wall St bring phone-ready workflows that AUM 13F lacks.
Round out your stack with new coverage areas like Screeners, Stock Comparison, Portfolio, and Investor Holdings.
Similarity score 1256Category overlap: 86%
Shared coverage
13FInsider DataImproved FilingsWatchlistAlertsData Visualizations
Assets: Stocks, ETFs, and Funds
Experience: Intermediate and Advanced
Platforms: Web
Pricing: Free and Subscription
Why investors switch
- Expands into Screeners, Stock Comparison, and Portfolio coverage beyond what AUM 13F offers.
- Standout features include Modern web-based research terminal with dashboards, customizable watchlists, portfolio stats, and fundamental charting for 100,000+ global stocks, ETFs, and funds., Deep fundamental coverage: 10–20+ years of annual and 6–40+ quarters of quarterly financials by plan, with ratios, common-size statements, and adjusted metrics., and Rich segment & KPI database across ~2,300 large-cap names, including company-specific business KPIs that are hard to aggregate manually..
- Pair it with AUM 13F if you still need 13D/13G.
Adds coverage: Screeners, Stock Comparison, Portfolio, and Investor Holdings
Standout features: Modern web-based research terminal with dashboards, customizable watchlists, portfolio stats, and fundamental charting for 100,000+ global stocks, ETFs, and funds., Deep fundamental coverage: 10–20+ years of annual and 6–40+ quarters of quarterly financials by plan, with ratios, common-size statements, and adjusted metrics., Rich segment & KPI database across ~2,300 large-cap names, including company-specific business KPIs that are hard to aggregate manually., and AI Copilot for conversational research, capable of summarizing earnings, screening for ideas, comparing peers, and explaining drivers with citations back to sources.
Similarity score 1250Category overlap: 86%
Shared coverage
13F13D/13GInsider DataImproved FilingsAlertsData Visualizations
Assets: Stocks, ETFs, and Funds
Experience: Intermediate and Advanced
Platforms: Web
Pricing: Free
Why investors switch
- CapEdge adds mobile access for on-the-go monitoring.
- Expands into Screeners, Stock Comparison, and Financials coverage beyond what AUM 13F offers.
- Standout features include Web-based research platform focused on US equity capital markets that lets users instantly search SEC EDGAR filings and earnings transcripts, monitor IPOs, and track investor holdings across time; navigation exposes Earnings, IPOs, Transcripts, Investor Holdings and an EDGAR Filing Screener from the homepage., Advanced EDGAR filing search supports natural-language and keyword queries, filters by ticker, company name, filing type, and date, plus Filing Analysis views that show which companies mention a theme and how its popularity changes over time. Power users can use AND/OR/NOT boolean operators, with search history saved for later reuse., and Improved filing reader for most SEC forms (10-K, 10-Q, 8-K, 6-K, S-1, F-1, S-4, 20-F, 40-F, DEF 14A, etc.) including similar-filing navigation, customizable font and size, side table-of-contents, and advanced content analysis such as sentiment scores, readability measures, and lists of new and removed words across successive filings..
- Pair it with AUM 13F if you still need Watchlist.
Adds coverage: Screeners, Stock Comparison, Financials, and Diff View
Standout features: Web-based research platform focused on US equity capital markets that lets users instantly search SEC EDGAR filings and earnings transcripts, monitor IPOs, and track investor holdings across time; navigation exposes Earnings, IPOs, Transcripts, Investor Holdings and an EDGAR Filing Screener from the homepage., Advanced EDGAR filing search supports natural-language and keyword queries, filters by ticker, company name, filing type, and date, plus Filing Analysis views that show which companies mention a theme and how its popularity changes over time. Power users can use AND/OR/NOT boolean operators, with search history saved for later reuse., Improved filing reader for most SEC forms (10-K, 10-Q, 8-K, 6-K, S-1, F-1, S-4, 20-F, 40-F, DEF 14A, etc.) including similar-filing navigation, customizable font and size, side table-of-contents, and advanced content analysis such as sentiment scores, readability measures, and lists of new and removed words across successive filings., and Diff viewer for financial filings highlights changes between successive 10-K/10-Q documents, coloring removed text in one color and new text in another, and attempting to align similar data-table rows across filings to make numeric changes easier to spot.
Similarity score 1174Category overlap: 86%
Shared coverage
13F13D/13GInsider DataImproved FilingsWatchlistAlerts
Assets: Stocks and ETFs
Experience: Intermediate and Advanced
Platforms: Web
Pricing: Free and Subscription
Why investors switch
- Expands into Short Interest, Which ETF includes this Stock?, and ETF Holdings coverage beyond what AUM 13F offers.
- Standout features include Official short-interest data sourced from NASDAQ and NYSE on individual ticker pages., Off-exchange and dark pool short volume reported from FINRA feeds., and Comprehensive ownership tracking including 13F, 13D/G, NPORT filings, ETF and mutual fund holders, plus UK disclosure data..
- Pair it with AUM 13F if you still need Data Visualizations.
Adds coverage: Short Interest, Which ETF includes this Stock?, ETF Holdings, and Screeners
Standout features: Official short-interest data sourced from NASDAQ and NYSE on individual ticker pages., Off-exchange and dark pool short volume reported from FINRA feeds., Comprehensive ownership tracking including 13F, 13D/G, NPORT filings, ETF and mutual fund holders, plus UK disclosure data., and Dedicated “Which ETF holds this stock?” pages showing ETF-level exposure by ticker.
#4 Alternative
Similarity score 1162Category overlap: 86%
Shared coverage
13F13D/13GInsider DataWatchlistAlertsData Visualizations
Assets: Stocks and ETFs
Experience: Intermediate and Advanced
Platforms: Web
Pricing: Free and Subscription
Why investors switch
- Expands into News, Calendar, and Special Situations coverage beyond what AUM 13F offers.
- Standout features include Merger Arbitrage Tool with announced‑deal lists, spread tracking, calendars and deal updates; ‘Deals in the Works’ and deal post‑mortems., Insider data hub with ‘Insider Weekends’, cluster buys, buys near highs, flip‑floppers, top‑performing insiders and sector heat‑map., and Buyback suite: daily buyback announcements, searchable buyback history, ‘Buyback Wednesdays’, and ‘Double Dipper’ (insiders + buybacks)..
- Pair it with AUM 13F if you still need Improved Filings.
Adds coverage: News, Calendar, Special Situations, and Acquisitions
Standout features: Merger Arbitrage Tool with announced‑deal lists, spread tracking, calendars and deal updates; ‘Deals in the Works’ and deal post‑mortems., Insider data hub with ‘Insider Weekends’, cluster buys, buys near highs, flip‑floppers, top‑performing insiders and sector heat‑map., Buyback suite: daily buyback announcements, searchable buyback history, ‘Buyback Wednesdays’, and ‘Double Dipper’ (insiders + buybacks)., and Spinoff suite: upcoming/completed spinoffs and ‘Spinsider’ screen; CVR deals database with outcomes.
#5 Alternative
Analyst PickHands-on TestedFree Tier
Similarity score 1127Category overlap: 57%
Shared coverage
13F13D/13GInsider DataAlerts
Assets: Stocks, ETFs, and Hedge Funds
Experience: Intermediate and Advanced
Platforms: Web
Pricing: Free
Why investors switch
- Expands into Regulatory Filings Monitoring, IPO, and Secondary Offerings coverage beyond what AUM 13F offers.
- Standout features include Full‑Text Search (since 2001) with fielded filters: word/phrase, company/ticker/CIK/person, filing category/types, filed date ranges, ‘principal executive offices in’ and ‘incorporated in’., ‘Latest Filings’ list shows filings as they are submitted (with RSS for any filter; ownership Forms 3/4/5 can be included/excluded/only)., and Company Search with ‘more search options’, plus dedicated searches for Mutual Funds (prospectuses/proxy voting) and Variable Insurance Products..
- Pair it with AUM 13F if you still need Improved Filings, Watchlist, and Data Visualizations.
Adds coverage: Regulatory Filings Monitoring, IPO, Secondary Offerings, and News
Standout features: Full‑Text Search (since 2001) with fielded filters: word/phrase, company/ticker/CIK/person, filing category/types, filed date ranges, ‘principal executive offices in’ and ‘incorporated in’., ‘Latest Filings’ list shows filings as they are submitted (with RSS for any filter; ownership Forms 3/4/5 can be included/excluded/only)., Company Search with ‘more search options’, plus dedicated searches for Mutual Funds (prospectuses/proxy voting) and Variable Insurance Products., and CIK Lookup & helper datasets (company_tickers*.json) to map tickers↔CIK (company/fund/series/class).
Similarity score 1123Category overlap: 71%
Shared coverage
13F13D/13GInsider DataAlertsData Visualizations
Assets: Stocks, ETFs, and Funds
Experience: Intermediate and Advanced
Platforms: Web
Pricing: Free and Subscription
Why investors switch
- GuruFocus adds mobile access for on-the-go monitoring.
- Expands into Screeners, Stock Ideas, and Stock Comparison coverage beyond what AUM 13F offers.
- Standout features include Global value-investing research platform covering ~100,000 stocks in ~100 markets plus 8,000+ institutional investors and 15,000+ mutual funds holdings, designed to provide historical financial and valuation data for long-term investors., All-in-One Screener offers 500+ fundamental, valuation, profitability, growth, dividend, guru and insider filters, supports custom filters/formulas and screening by regions, countries, exchanges and user portfolios., and Stock pages combine up to 30-year financial statements, valuation ratios, proprietary GF Score (quality, value, growth, momentum and GF value), dividend data, ownership, operating/segment metrics, filings, transcripts, PDF reports and downloadable charts/tables..
- Pair it with AUM 13F if you still need Improved Filings and Watchlist.
Adds coverage: Screeners, Stock Ideas, Stock Comparison, and Portfolio
Standout features: Global value-investing research platform covering ~100,000 stocks in ~100 markets plus 8,000+ institutional investors and 15,000+ mutual funds holdings, designed to provide historical financial and valuation data for long-term investors., All-in-One Screener offers 500+ fundamental, valuation, profitability, growth, dividend, guru and insider filters, supports custom filters/formulas and screening by regions, countries, exchanges and user portfolios., Stock pages combine up to 30-year financial statements, valuation ratios, proprietary GF Score (quality, value, growth, momentum and GF value), dividend data, ownership, operating/segment metrics, filings, transcripts, PDF reports and downloadable charts/tables., and Guru and institutional tools track portfolios and trades of thousands of investors, including real-time guru picks, 13F and 13D/13G data for all institutional investors (PremiumPlus+), mutual fund holdings, sector/geographic trends, ETF and options holdings.
#7 Alternative
Similarity score 1084Category overlap: 86%
Shared coverage
13F13D/13GInsider DataWatchlistAlertsData Visualizations
Assets: Stocks
Experience: Intermediate and Advanced
Platforms: Web
Pricing: Subscription
Why investors switch
- Expands into Institutional Data, Investor Holdings, and Screeners coverage beyond what AUM 13F offers.
- Standout features include Real-time insider trading tracker with watchlists (“Insider Watch”) and email alerts. Advanced users can track up to 100; Pro removes the cap., Insider Trading Screener to filter by role, sector, or time window. Available only on Pro; free/non-subscribers see data delayed by six months., and Dividend Stock Screener with filters for yield and volume, plus an option to highlight recent insider buying (Pro feature)..
- Pair it with AUM 13F if you still need Improved Filings.
Adds coverage: Institutional Data, Investor Holdings, Screeners, and Money Flow
Standout features: Real-time insider trading tracker with watchlists (“Insider Watch”) and email alerts. Advanced users can track up to 100; Pro removes the cap., Insider Trading Screener to filter by role, sector, or time window. Available only on Pro; free/non-subscribers see data delayed by six months., Dividend Stock Screener with filters for yield and volume, plus an option to highlight recent insider buying (Pro feature)., and Buy/sell ratio charts showing both number of filings and dollar flow. Available in Pro.
Similarity score 1051Category overlap: 71%
Shared coverage
13FInsider DataImproved FilingsWatchlistAlerts
Assets: Stocks and Funds
Experience: Intermediate and Advanced
Platforms: Web
Pricing: Free and Subscription
Why investors switch
- Expands into Screeners, Stock Ideas, and Diff View coverage beyond what AUM 13F offers.
- Standout features include Specialized web platform for working with SEC filings and earnings transcripts, marketed as making “financial research easier” for thousands of subscribers including major investment banks and buy-side firms., Covers all SEC filings submitted electronically via EDGAR from 1994 onward in their original, unmodified form, with new filings typically processed within a minute or two of being filed (and by end of day for confidential filings that later become public). Browsing filings does not require a subscription, but premium features are limited to active subscribers., and All-company screening tools let you instantly search across millions of documents for any term, using filters like industry, market cap, document type and Watch List, plus advanced operators (exact phrases, boolean logic, proximity / distance between words) and email alerts for new matches..
- Pair it with AUM 13F if you still need 13D/13G and Data Visualizations.
Adds coverage: Screeners, Stock Ideas, Diff View, and Transcripts
Standout features: Specialized web platform for working with SEC filings and earnings transcripts, marketed as making “financial research easier” for thousands of subscribers including major investment banks and buy-side firms., Covers all SEC filings submitted electronically via EDGAR from 1994 onward in their original, unmodified form, with new filings typically processed within a minute or two of being filed (and by end of day for confidential filings that later become public). Browsing filings does not require a subscription, but premium features are limited to active subscribers., All-company screening tools let you instantly search across millions of documents for any term, using filters like industry, market cap, document type and Watch List, plus advanced operators (exact phrases, boolean logic, proximity / distance between words) and email alerts for new matches., and Company-level Document Search shows every mention of a term across a single issuer’s filings and transcripts, with result categorization and an “intuitive workflow” for jumping straight from search hits to the underlying documents without manual Ctrl+F scans.
Similarity score 1029Category overlap: 71%
Shared coverage
13F13D/13GInsider DataWatchlistData Visualizations
Assets: Stocks and ETFs
Experience: Intermediate and Advanced
Platforms: Web
Pricing: Free and Subscription
Why investors switch
- Expands into Institutional Data, Screeners, and Money Flow coverage beyond what AUM 13F offers.
- Standout features include Coverage scale: “10,000+ funds and 100K+ insiders.”, Insider Trading Tracker refreshed every ~5 minutes with filters for role, value, and recency., and Hedge Fund Tracker stream for 13F/13D/13G/Form 4 with time‑window and size filters; explains the 45‑day 13F lag..
- Pair it with AUM 13F if you still need Improved Filings and Alerts.
Adds coverage: Institutional Data, Screeners, Money Flow, and ETF Overview
Standout features: Coverage scale: “10,000+ funds and 100K+ insiders.”, Insider Trading Tracker refreshed every ~5 minutes with filters for role, value, and recency., Hedge Fund Tracker stream for 13F/13D/13G/Form 4 with time‑window and size filters; explains the 45‑day 13F lag., and Fund pages: AUM, holdings heatmaps, largest trades, performance history; option holdings when reported on 13F.
Similarity score 1029Category overlap: 71%
Shared coverage
13FInsider DataWatchlistAlertsData Visualizations
Assets: Stocks and ETFs
Experience: Intermediate and Advanced
Platforms: Web
Pricing: Free and Subscription
Why investors switch
- Expands into Screeners, Options & Derivatives, and News coverage beyond what AUM 13F offers.
- Standout features include Ticker pages with tabs for Financials, Statistics, Business Metrics, Forecasts, Dark Pool, Options, Insider, Dividends, and History., Real-time options flow feed and unusual activity; options chains available (OPRA-sourced)., and Dark pool & off-exchange trade tape (15‑minute delay)..
- Pair it with AUM 13F if you still need 13D/13G and Improved Filings.
Adds coverage: Screeners, Options & Derivatives, News, and Calendar
Standout features: Ticker pages with tabs for Financials, Statistics, Business Metrics, Forecasts, Dark Pool, Options, Insider, Dividends, and History., Real-time options flow feed and unusual activity; options chains available (OPRA-sourced)., Dark pool & off-exchange trade tape (15‑minute delay)., and Hedge Fund tracker (13F) with institution list (downloadable) and holdings analytics.
#11 Alternative
Similarity score 999Category overlap: 71%
Shared coverage
13F13D/13GInsider DataWatchlistAlerts
Assets: Stocks and ETFs
Experience: Intermediate and Advanced
Platforms: Web
Pricing: Subscription
Why investors switch
- Expands into Institutional Data, Buybacks & Authorizations, and Secondary Offerings coverage beyond what AUM 13F offers.
- Standout features include Cleaned & context‑rich Form 4 dataset (history back to 2003/2004) with analyst review, 10b5‑1 plan tagging, and noise reduction (e.g., RSU/tax‑related sales)., Comprehensive buyback database (plans & quarterly repurchases) since 2004, including ASRs, tender offers, Dutch auctions, and NCIBs; PIT feeds provided., and Institutional holdings feeds covering 13F, 13D, and 13G (PIT and historical), with instrument typing (e.g., common, ETFs, calls/puts, debt) and event flags..
- Pair it with AUM 13F if you still need Improved Filings and Data Visualizations.
Adds coverage: Institutional Data, Buybacks & Authorizations, Secondary Offerings, and Data APIs
Standout features: Cleaned & context‑rich Form 4 dataset (history back to 2003/2004) with analyst review, 10b5‑1 plan tagging, and noise reduction (e.g., RSU/tax‑related sales)., Comprehensive buyback database (plans & quarterly repurchases) since 2004, including ASRs, tender offers, Dutch auctions, and NCIBs; PIT feeds provided., Institutional holdings feeds covering 13F, 13D, and 13G (PIT and historical), with instrument typing (e.g., common, ETFs, calls/puts, debt) and event flags., and Management Changes database (CEO/CFO/Board and key officers) with ~40 fields per event and PDF report generation.
Similarity score 991Category overlap: 71%
Shared coverage
13F13D/13GWatchlistAlertsData Visualizations
Assets: Stocks
Experience: Intermediate and Advanced
Platforms: Web
Pricing: Free and Subscription
Why investors switch
- Expands into Screeners, Stock Ideas, and Stock Comparison coverage beyond what AUM 13F offers.
- Standout features include Institutional‑quality fundamental database with S&P Global CapitalIQ–powered financials and Morningstar data on 100,000+ stocks across 92 countries and 136 exchanges, including full statements and ratios for most listed equities., Detailed Financials tab exposing Income Statement, Balance Sheet, Cash Flow and Ratio views with configurable units/decimals and interactive tables, plus the ability to chart rows and compare multiple tickers over up to 20 years of history on Pro., and Global equity screener covering 100,000+ stocks across 92 countries and 136 exchanges, allowing filters by region, industry, financials, ratios, valuation multiples, Wall Street forecasts, growth rates, margins and more, with “Browse All Data” to explore all available criteria..
- Pair it with AUM 13F if you still need Insider Data and Improved Filings.
Adds coverage: Screeners, Stock Ideas, Stock Comparison, and Portfolio
Standout features: Institutional‑quality fundamental database with S&P Global CapitalIQ–powered financials and Morningstar data on 100,000+ stocks across 92 countries and 136 exchanges, including full statements and ratios for most listed equities., Detailed Financials tab exposing Income Statement, Balance Sheet, Cash Flow and Ratio views with configurable units/decimals and interactive tables, plus the ability to chart rows and compare multiple tickers over up to 20 years of history on Pro., Global equity screener covering 100,000+ stocks across 92 countries and 136 exchanges, allowing filters by region, industry, financials, ratios, valuation multiples, Wall Street forecasts, growth rates, margins and more, with “Browse All Data” to explore all available criteria., and Valuation tooling with extensive forward and trailing multiples (e.g., EV/Sales, EV/EBITDA, P/FCF, P/E, REIT metrics like P/FFO and P/AFFO), historical multiple charts, peer comparisons via a Competitors tab and a Valuation Model Builder (Guided and Advanced) with plan‑based limits on saved models.
Similarity score 977Category overlap: 57%
Shared coverage
Insider DataWatchlistAlertsData Visualizations
Assets: Stocks, ETFs, and Funds
Experience: Intermediate and Advanced
Platforms: Web
Pricing: Free and Subscription
Why investors switch
- Simply Wall St adds mobile access for on-the-go monitoring.
- Expands into Stock Ideas, Screeners, and Portfolio coverage beyond what AUM 13F offers.
- Standout features include Global coverage of over 120,000 listed stocks across ~90 markets, with fundamentals and estimates powered by S&P Global Market Intelligence and analyzed using a documented quantitative model., Company “Snowflake” reports visualize five key dimensions - valuation, future growth, past performance, financial health, and dividends - into a single infographic, with detailed drill‑down sections and methodology explained in the help center and GitHub docs., and Investing Ideas hub with curated themes such as undervalued companies, dividend powerhouses, recent insider buying and sector/thematic lists (AI, nuclear energy, cybersecurity, etc.)..
- Pair it with AUM 13F if you still need 13F, 13D/13G, and Improved Filings.
Adds coverage: Stock Ideas, Screeners, Portfolio, and Financials
Standout features: Global coverage of over 120,000 listed stocks across ~90 markets, with fundamentals and estimates powered by S&P Global Market Intelligence and analyzed using a documented quantitative model., Company “Snowflake” reports visualize five key dimensions - valuation, future growth, past performance, financial health, and dividends - into a single infographic, with detailed drill‑down sections and methodology explained in the help center and GitHub docs., Investing Ideas hub with curated themes such as undervalued companies, dividend powerhouses, recent insider buying and sector/thematic lists (AI, nuclear energy, cybersecurity, etc.)., and Stock Screener & Alerts lets users filter the global universe by market, industry and dozens of fundamentals (value, growth, income and risk metrics) and set saved screeners with alerts; Free has “Limited” screener access, Premium supports 3 saved screeners, and Unlimited supports 10.
Similarity score 939Category overlap: 67%
Shared coverage
13FInsider DataImproved FilingsAlerts
Assets: Stocks, ETFs, and Funds
Experience: Intermediate and Advanced
Platforms: Web
Pricing: Free
Why investors switch
- Expands into Data APIs and APIs & SDKs coverage beyond what AUM 13F offers.
- Standout features include Search Filings provides free public access to EDGAR documents and search tools (e.g., Full Text Search, Latest Filings, Mutual Fund Search)., EDGAR Full-Text Search covers electronic filings since 2001 (including exhibits/attachments) and supports queries by keyword, ticker, company name, CIK, and reporter; boolean/wildcards and advanced search are supported (natural-language search is not)., and Latest Filings provides a real-time listing of filings as they are submitted; SEC recommends Latest Filings + RSS for near-real-time access and notes EDGAR filing email alerts are not offered (RSS instead)..
- Pair it with AUM 13F if you still need 13D/13G, Watchlist, and Data Visualizations.
Adds coverage: Data APIs and APIs & SDKs
Standout features: Search Filings provides free public access to EDGAR documents and search tools (e.g., Full Text Search, Latest Filings, Mutual Fund Search)., EDGAR Full-Text Search covers electronic filings since 2001 (including exhibits/attachments) and supports queries by keyword, ticker, company name, CIK, and reporter; boolean/wildcards and advanced search are supported (natural-language search is not)., Latest Filings provides a real-time listing of filings as they are submitted; SEC recommends Latest Filings + RSS for near-real-time access and notes EDGAR filing email alerts are not offered (RSS instead)., and Mutual Funds Search supports searching funds/ETFs by name, series/class or contract IDs, ticker, or CIK, and links to prospectuses and proxy voting records; users can subscribe via RSS.
Similarity score 917Category overlap: 57%
Shared coverage
Insider DataImproved FilingsWatchlistData Visualizations
Assets: Stocks and ETFs
Experience: Intermediate and Advanced
Platforms: Web
Pricing: Free and Subscription
Why investors switch
- Perplexity Finance adds mobile access for on-the-go monitoring.
- Expands into Screeners, News, and Calendar coverage beyond what AUM 13F offers.
- Standout features include Upgraded price charts with volume bars, OHLCV tooltips, candlestick/area toggle, compare overlays, SMA indicator, and custom date ranges., Real-time newswire feeds for equities and markets, with headline → full story and related coverage., and Watchlist tab includes an AI-generated briefing across a user’s watchlist using price data and web news..
- Pair it with AUM 13F if you still need 13F, 13D/13G, and Alerts.
Adds coverage: Screeners, News, Calendar, and Analyst Forecasts
Standout features: Upgraded price charts with volume bars, OHLCV tooltips, candlestick/area toggle, compare overlays, SMA indicator, and custom date ranges., Real-time newswire feeds for equities and markets, with headline → full story and related coverage., Watchlist tab includes an AI-generated briefing across a user’s watchlist using price data and web news., and Natural-language stock screener (“type what you want”) with filters/columns/sorting; screener coverage includes US and Indian equities.
Similarity score 905Category overlap: 57%
Shared coverage
Insider DataWatchlistAlertsData Visualizations
Assets: Stocks and ETFs
Experience: Intermediate and Advanced
Platforms: Web
Pricing: Free and Subscription
Why investors switch
- Expands into Screeners, News, and Calendar coverage beyond what AUM 13F offers.
- Standout features include Stock screener with extensive fundamental/technical/news/ETF filters; Elite unlocks additional customizable filters and views., Elite: real-time stock quotes & charts (free is delayed); includes premarket (4:00–9:30 AM) and after-hours (4:00–8:00 PM)., and Multi-layout charting with drawing tools, indicators, and automatic pattern recognition; technical studies are saved automatically..
- Pair it with AUM 13F if you still need 13F, 13D/13G, and Improved Filings.
Adds coverage: Screeners, News, Calendar, and Backtesting
Standout features: Stock screener with extensive fundamental/technical/news/ETF filters; Elite unlocks additional customizable filters and views., Elite: real-time stock quotes & charts (free is delayed); includes premarket (4:00–9:30 AM) and after-hours (4:00–8:00 PM)., Multi-layout charting with drawing tools, indicators, and automatic pattern recognition; technical studies are saved automatically., and ETF analytics with full holdings breakdown (beyond top-10) plus performance & structural metrics, including a treemap composition view.
Similarity score 903Category overlap: 57%
Shared coverage
Insider DataWatchlistAlertsData Visualizations
Assets: Stocks and ETFs
Experience: Intermediate and Advanced
Platforms: Web
Pricing: Free and Subscription
Why investors switch
- FT Markets (Markets data - Financial Times) adds mobile access for on-the-go monitoring.
- Expands into Portfolio, Compounding Calculator, and Screeners coverage beyond what AUM 13F offers.
- Standout features include Comprehensive tools hub including watchlists, portfolio tracking, alerts, equities and fund screeners, and a compound growth calculator (beta)., Free accounts allow users to build watchlists, track portfolios, and set price or news alerts directly from instrument pages., and Portfolio tool supports manual transaction entry, shows key fundamentals, and integrates related FT news..
- Pair it with AUM 13F if you still need 13F, 13D/13G, and Improved Filings.
Adds coverage: Portfolio, Compounding Calculator, Screeners, and ETF Screeners
Standout features: Comprehensive tools hub including watchlists, portfolio tracking, alerts, equities and fund screeners, and a compound growth calculator (beta)., Free accounts allow users to build watchlists, track portfolios, and set price or news alerts directly from instrument pages., Portfolio tool supports manual transaction entry, shows key fundamentals, and integrates related FT news., and Alerts can be managed on-site or via myFT email preferences.
Similarity score 903Category overlap: 57%
Shared coverage
Insider DataWatchlistAlertsData Visualizations
Assets: Stocks and ETFs
Experience: Intermediate and Advanced
Platforms: Web
Pricing: Free and Subscription
Why investors switch
- MarketWatch adds mobile access for on-the-go monitoring.
- Expands into News, Calendar, and Screeners coverage beyond what AUM 13F offers.
- Standout features include Market data hub with stock and market screeners, mutual fund research, fund comparison, and multi-quote lookup tools., Personal watchlists available free with an account; syncs across web and mobile apps with customizable price and news alerts., and Comprehensive event calendars, including U.S. economic releases, corporate earnings, IPO schedules, and options-expiration dates..
- Pair it with AUM 13F if you still need 13F, 13D/13G, and Improved Filings.
Adds coverage: News, Calendar, Screeners, and Paper Trading
Standout features: Market data hub with stock and market screeners, mutual fund research, fund comparison, and multi-quote lookup tools., Personal watchlists available free with an account; syncs across web and mobile apps with customizable price and news alerts., Comprehensive event calendars, including U.S. economic releases, corporate earnings, IPO schedules, and options-expiration dates., and BigCharts advanced charting platform with multiple timeframes (intraday to monthly) and technical overlays; intraday data typically delayed 15 minutes.
Similarity score 903Category overlap: 57%
Shared coverage
13FInsider DataWatchlistAlerts
Assets: Stocks and ETFs
Experience: Intermediate and Advanced
Platforms: Web
Pricing: Free and Subscription
Why investors switch
- Quiver Quantitative adds mobile access for on-the-go monitoring.
- Expands into Screeners, Backtesting, and US Government Trades coverage beyond what AUM 13F offers.
- Standout features include Alternative data dashboards spanning Congress trading, insider activity, government contracts, lobbying, app ratings, Google Trends, U.S. patents, ETF and institutional holdings, and more., Congress Trading dashboard parses public disclosures, tracks post-trade performance, and shows cumulative returns by individual politicians., and Institutional Holdings (13F) dashboard, with a backtesting tool for premium users to evaluate fund-level positioning over time..
- Pair it with AUM 13F if you still need 13D/13G, Improved Filings, and Data Visualizations.
Adds coverage: Screeners, Backtesting, US Government Trades, and Investor Holdings
Standout features: Alternative data dashboards spanning Congress trading, insider activity, government contracts, lobbying, app ratings, Google Trends, U.S. patents, ETF and institutional holdings, and more., Congress Trading dashboard parses public disclosures, tracks post-trade performance, and shows cumulative returns by individual politicians., Institutional Holdings (13F) dashboard, with a backtesting tool for premium users to evaluate fund-level positioning over time., and Premium adds advanced tools like stock screeners, alerts, institutional and congressional backtesters, Smart Score/Bull–Bear metrics, watchlists, exportable data samples, and early access to curated content. Pricing is $25/month or $300/year, with free trials (7 or 30 days).
Similarity score 891Category overlap: 57%
Shared coverage
Insider DataWatchlistAlertsData Visualizations
Assets: Stocks and ETFs
Experience: Intermediate and Advanced
Platforms: Web
Pricing: Free and Subscription
Why investors switch
- Expands into Screeners, Stock Ideas, and News coverage beyond what AUM 13F offers.
- Standout features include Technical and fundamental screener for stocks and ETFs, with interactive charts, ratings, watchlists, and trading ideas., Pre-market and after-hours movers screener for U.S. markets (NYSE, NASDAQ, AMEX)., and Ability to create custom expressions and filters in the screener for advanced screening logic..
- Pair it with AUM 13F if you still need 13F, 13D/13G, and Improved Filings.
Adds coverage: Screeners, Stock Ideas, News, and Calendar
Standout features: Technical and fundamental screener for stocks and ETFs, with interactive charts, ratings, watchlists, and trading ideas., Pre-market and after-hours movers screener for U.S. markets (NYSE, NASDAQ, AMEX)., Ability to create custom expressions and filters in the screener for advanced screening logic., and Historical screener mode allows users to run any screen as of a past date.
Coverage Snapshot
Where alternatives already align
Most shared categories across the top matches.
Insider Data×19Alerts×18Watchlist×1613F×14Data Visualizations×1413D/13G×9Improved Filings×6
New angles introduced
Categories the alternatives add beyond AUM 13F.
Screeners+17News+14Institutional Data+13Financials+11Calendar+10Portfolio+9ETF Holdings+8Data APIs+7
Access & Pricing
Free options
17/20
17 of 20 alternatives keep a free tier for trials.
Mobile ready
7/20
7 alternatives bring native mobile access.
API availability
8/20
8 of the shortlisted tools expose API endpoints for automation-heavy workflows.
Quality checks
10 starred / 14 tested
10 tools are flagged as analyst picks; 14 have been hands-on tested.
Avg. coverage overlap
69%
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 Fiscal.ai, CapEdge, and Fintel as their go-to alternatives.
Which alternatives keep a free tier?
Fiscal.ai, CapEdge, Fintel, SEC EDGAR - Company Filings (Full‑Text Search & Search Filings), GuruFocus, BamSEC, HedgeFollow, Stocknear, TIKR, Simply Wall St, SEC.gov (EDGAR), Perplexity Finance, FINVIZ, FT Markets (Markets data - Financial Times), MarketWatch, Quiver Quantitative, and ChartMill 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 13D/13G, 13F, Alerts, Data Visualizations, Improved Filings, Insider Data, and Watchlist, so you can port most AUM 13F workflows without much friction.
Information
About Me
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.
Find me here:
- Twitter / X: @Jera_Value
- Substack: Jera Value
Got questions or suggestions? I'm all ears!
Missing a Tool?
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!
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Suggest on XStarred Tools
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.