Free Alternatives to AUM 13F

VOL. XCIV, NO. 247

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Free replacement verdicts

Free Alternatives to AUM 13F

Zero-cost replacements grouped by fit, tradeoffs, pricing friction, and platform access. Use this list to test AUM 13F before paying for another subscription.

Switching from AUM 13F doesn't have to cost a thing. We've curated 20 free-tier alternatives that cover similar workflows, from Insider Data to Alerts and beyond. Each pick below is framed by fit, caveats, and access friction so you can trial replacements without opening your wallet.

Visit AUM 13F All alternatives Tool details

Disclosure: outbound links may include affiliate or sponsor links

Which Alternative Should You Use?

Investing.com

Closest replacement

Best for: Users looking for 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 trade execution or a public API. Widgets and RSS are its public integration methods.

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13F Insight

Best workflow fit

Best for: Ask plain-English questions about 13F filings instead of working through spreadsheets by hand.

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.

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Fiscal.ai

Best audience fit

Best for: Investors who want AI-assisted company research backed by financials, estimates, transcripts, filings, and dashboards.

Fiscal.ai best matches the base workflow on fundamental research, charting and technical analysis, and portfolio tracking.
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: Free access is limited: The free API is limited to 100 companies, 50 requests per minute, and 250 requests per day. Deeper history, exports, and some datasets require paid plans.

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GuruFocus

Strong runner-up

Best for: Value investors looking for 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 A free account has limited access..

Watch for: Paid access is region and tier dependent: Annual paid memberships, region add-ons, API plans, and pay-as-you-go API credits.

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Detailed Alternatives

Investing.com

Analyst PickHands-on Tested

Closest replacementWorkflow overlap 100%

Bottom line: Users looking for 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

Material 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.
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 trade execution or a public API. Widgets and RSS are its public integration methods.
Free-plan limits: Free access is ad-supported and does not include the full InvestingPro research layer., Free WarrenAI access is limited to 10 lifetime messages and requires an account; paid plans include 50 or 500 credits per month., and ProPicks, premium reports, and deeper datasets are plan-gated..

Shared coverage

Institutional OwnershipInsider DataImproved FilingsWatchlistAlertsData Visualizations

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GuruFocus

Analyst PickHands-on Tested

Strong workflow fitWorkflow overlap 100%

Bottom line: Value investors looking for long historical fundamentals, GF Score, GF Value, and guru/institutional holdings.

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

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

Material 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.
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: Annual paid memberships, region add-ons, API plans, and pay-as-you-go API credits.
Free-plan limits: Signup required, A free account has limited access., and Free members have limited portfolio capacity..

Shared coverage

Institutional OwnershipInsider DataImproved FilingsWatchlistAlertsData Visualizations

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Fiscal.ai

Analyst PickHands-on Tested

Strong workflow fitWorkflow overlap 100%

Bottom line: Investors who want AI-assisted company research backed by financials, 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 portfolio tracking.
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.
Free access is limited: The free API is limited to 100 companies, 50 requests per minute, and 250 requests per day. Deeper history, exports, and some datasets require paid plans.
Free-plan limits: Signup required, Free terminal access has dashboard, history, event, and AI prompt limits., and Free API access covers 100 companies, 50 requests per minute, and 250 requests per day..

Shared coverage

Institutional OwnershipInsider DataImproved FilingsWatchlistAlertsData Visualizations

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Yahoo Finance

Hands-on Tested

Strong workflow fitWorkflow overlap 100%

Bottom line: Investors who want free quotes, news, watchlists, portfolios, charts, and basic research in one 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 and stock research, and less aligned with Institutional Investors and Analysts.
Avoid as a full replacement if you rely on investor holdings research and stock research.
Data is informational, not trading-grade: 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..

Shared coverage

Institutional OwnershipInsider DataImproved FilingsWatchlistAlertsData Visualizations

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13F Insight

Strong workflow fitWorkflow overlap 83%

Bottom line: Ask plain-English questions about 13F filings instead of working through spreadsheets by hand.

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

Material switch gaps: missing Hedge Funds, Private Funds, and Real Estate coverage, missing Improved Filings workflows, and does not clearly cover advisor and client reporting.
Avoid as a full replacement if you rely on 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..

Shared coverage

Institutional OwnershipInsider DataWatchlistAlertsData Visualizations

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Perplexity Finance

Analyst PickHands-on Tested

Strong workflow fitWorkflow overlap 83%

Bottom line: Users looking for 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..

Shared coverage

Institutional OwnershipInsider DataImproved FilingsWatchlistData Visualizations

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BamSEC

Analyst PickHands-on Tested

Strong workflow fitWorkflow overlap 83%

Bottom line: Analysts and investors spending 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..

Shared coverage

Institutional OwnershipInsider DataImproved FilingsWatchlistAlerts

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CapEdge

Analyst PickHands-on Tested

Strong workflow fitWorkflow overlap 83%

Bottom line: Investors looking for 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.
Product pages unavailable: The homepage, search, login, and company pages returned HTTP 404 on August 23, 2026. The help center remains available.
Free-plan limits: Signup required, CapEdge markets the product as 100% free., and Free registration unlocks all data and features..

Shared coverage

Institutional OwnershipInsider DataImproved FilingsAlertsData Visualizations

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SentiSense

Strong workflow fitWorkflow overlap 83%

Bottom line: Active investors and developers looking for 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 unlimited monthly API and MCP calls at up to 300 requests per minute..

Shared coverage

Institutional OwnershipInsider DataWatchlistAlertsData Visualizations

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TipRanks

Analyst PickHands-on Tested

Strong workflow fitWorkflow overlap 83%

Bottom line: Retail investors looking for analyst consensus, expert rankings, Smart Score, news sentiment, and stock ideas.

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

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 10 requests per minute and 50 requests per month..

Shared coverage

Institutional OwnershipInsider DataWatchlistAlertsData Visualizations

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ChartMill

Hands-on Tested

Strong workflow fitWorkflow overlap 83%

Bottom line: Self-directed traders and investors looking for 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 advisor and client reporting.
Avoid as a full replacement if you rely on investor holdings research, market monitoring, and advisor and client reporting.
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..

Shared coverage

Institutional OwnershipInsider DataWatchlistAlertsData Visualizations

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Stocknear

Strong workflow fitWorkflow overlap 83%

Bottom line: U.S. stock and options traders who want options flow, dark-pool activity, analyst data, congressional trades, 13F holdings, alerts, and AI chat in one web app.

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

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 fundamental investors.
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..

Shared coverage

Institutional OwnershipInsider DataWatchlistAlertsData Visualizations

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Simply Wall St

Analyst PickHands-on Tested

Strong workflow fitWorkflow overlap 83%

Bottom line: Long-term investors looking for visual company reports and portfolio diagnostics.

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

Simply Wall St best matches the base workflow on fundamental research, charting and technical analysis, and portfolio tracking.
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..

Shared coverage

Institutional OwnershipInsider DataWatchlistAlertsData Visualizations

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Stock Unlock

Hands-on Tested

Strong workflow fitWorkflow overlap 83%

Bottom line: Retail investors who want stock scores, DCF models, screeners, watchlists, broker-linked portfolios, and global stock coverage in one account.

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

Stock Unlock best matches the base workflow on fundamental research, stock research, and charting and technical analysis.
Stock Unlock matches the base audience on Intermediate, Advanced, and fundamental investors.
You gain Screeners, Stock Comparison, ETF Analysis, and Portfolio.

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.
Free tier is deliberately capped: Free users get limited data depth, limited DCF/charting, three screener searches per week, two manual portfolios, and only a temporary free broker-link trial.
Free-plan limits: Signup required, Free plan starts with an email signup and includes limited research data, unlimited watchlists, two manual portfolios, and three screener searches per week., and Pro costs $9 monthly or $90 annually. Unlimited costs $24 monthly or $240 annually..

Shared coverage

Institutional OwnershipInsider DataWatchlistAlertsData Visualizations

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Stock Analysis

Analyst PickHands-on Tested

Best free-tier fitWorkflow overlap 67%

Bottom line: Regular investors looking for fast stock and fund research pages, screeners, comparisons, watchlists, and market calendars.

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 Analysis best matches the base workflow on fundamental research, stock research, and charting and technical analysis.
Stock Analysis 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, missing Institutional Ownership and Insider Data 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.
No public API: Stock Analysis does not currently offer API access.
Free-plan limits: Free access is ad-supported., Free exports and financial history are limited compared with Pro and Unlimited., and Free accounts allow 10 active alerts. Brokerage sync, full ETF holdings, and advanced analyst filtering require paid plans..

Shared coverage

Improved FilingsWatchlistAlertsData Visualizations

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Value Sense

Strong workflow fitWorkflow overlap 83%

Bottom line: Fundamental investors comparing intrinsic-value estimates, company fundamentals, earnings, insider transactions, and 13F holdings.

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 estimates, summaries, scores, and signals depend on inputs and model choices. Users should review filings and test valuation assumptions.
Free-plan limits: Signup required, Free includes two stock views per week, one watchlist, one dashboard, one saved screen, and three lifetime spreadsheet downloads., and Starter is $129 annually and Pro is $189 annually. The page also offers a monthly billing toggle..

Shared coverage

Institutional OwnershipInsider DataWatchlistAlertsData Visualizations

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Börsdata

Strong workflow fitWorkflow overlap 83%

Bottom line: Nordic and European investors looking for 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 portfolio tracking.
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..

Shared coverage

Institutional OwnershipInsider DataImproved FilingsWatchlistData Visualizations

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InsideArbitrage

Strong workflow fitWorkflow overlap 83%

Bottom line: Investors who follow mergers, insider buying, spinoffs, buybacks, CVRs, tender offers and activists.

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

InsideArbitrage best matches the base workflow on fundamental research, stock research, and market monitoring.
InsideArbitrage matches the base audience on Intermediate, Advanced, and professional analysts.
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 macro and fund research.
Avoid as a full replacement if you rely on investor holdings research, portfolio alerts, and macro and fund research.
Paid-only serious workflow: Premium costs $150 per month or $1,200 per year. Many screens, tools, newsletters and tracked-deal features require a subscription.
Free-plan limits: Premium monthly is advertised at $150/month., Premium annual is advertised at $1,200/year., and Premium checkout requires payment. Public articles and selected data pages do not require it..

Shared coverage

Institutional OwnershipInsider DataWatchlistAlertsData Visualizations

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Stock Rover

Hands-on Tested

Best free-tier fitWorkflow overlap 67%

Bottom line: Individual investors looking for 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 portfolio tracking.
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: 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..

Shared coverage

Insider DataWatchlistAlertsData Visualizations

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SEC.gov (EDGAR)

Analyst PickHands-on Tested

Best free-tier fitWorkflow overlap 67%

Bottom line: Anyone needing 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..

Shared coverage

Institutional OwnershipInsider DataImproved FilingsAlerts

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What This Shortlist Tells You

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%).

Every pick keeps a free tier; start with Investing.com, GuruFocus, and Fiscal.ai to road-test AUM 13F workflows without paying up front.

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.

Coverage Snapshot

Where alternatives already align

Most shared categories across the top matches.

Insider Data×19Alerts×18Data Visualizations×18Institutional Ownership×18Watchlist×18Improved Filings×10

New angles introduced

Categories the alternatives add beyond AUM 13F.

Screeners+18News+17Calendar+15Financials+15Dividends+13Stock Ideas+13Analyst Forecasts+11Analyst Ratings & Price Targets+11

Free Access & Pricing

Free options

All 20

20 vetted picks keep a permanent free tier so you can validate workflows before upgrading.

Mobile ready

10/20

10 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

84%

Average percentage of categories shared with the base tool.

Free Alternatives FAQ

What are the best free alternatives to AUM 13F?

Start with Investing.com, GuruFocus, and Fiscal.ai to replicate AUM 13F workflows without paying for a subscription.

Do these picks stay permanently free?

Yes. Each platform listed keeps a standing free tier with no credit card required -- though export limits or seat caps may apply if you scale usage.

Which AUM 13F workflows stay covered on the free plan?

Expect solid overlap across Institutional Ownership, Insider Data, Improved Filings, Watchlist, Alerts, and Data Visualizations, so core AUM 13F workflows can move over without a paid upgrade.

What extra coverage do the free alternatives add?

Stock Ideas, Screeners, Stock Comparison, Options, Correlation, Portfolio, News, Calendar, Market Sentiment, Dividends, Splits, IPO, Macro Data, Yield Curves, CDS Spreads, Financials, Scores, Valuation Models, Transcripts, ETF Analysis, Analyst Forecasts, Analyst Ratings & Price Targets, AI Research, AI Chat, Education, Blogs, Videos, Forums, ETF Screeners, Top Analysts, ETF Comparison, Quant, Backtesting, US Government Trades, APIs & Data Feeds, Corporate Actions & Special Situations, Credit Ratings & Outlooks, Flags, Short Interest, Fund Analysis, Sheets / Excel Add-ins, Broker Connectors, Newsletters, Custom Dashboards, Stock Handbook, News Sentiment, Webhooks, ESG Ratings, Regulatory Filings Monitoring, Diff View, Notes & Highlights, Filing Sentiment, Which ETF includes this Stock?, Reddit, Risk Metrics, Performance Attribution, Bulls Say Bear Say, Guidance / Pre-announcements, Options P&L, Compounding Calculator, Retirement Calculator, Position Sizing, Dark Pool & Off-Exchange, Management Performance, Management Compensation, Earnings Calls Sentiment, Index Rebalancing, Playbooks & Case Studies, Monte Carlo, and Official Sources show up most often as bonus coverage beyond the base platform, giving you room to experiment before upgrading.

Where might I still rely on AUM 13F?

Improved Filings, Alerts, Data Visualizations, Watchlist, Institutional Ownership, and Insider Data remain strengths for AUM 13F. Keep it handy for those tasks or plan for a paid upgrade if they matter.

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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
Website: 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!

Got ideas for new features?

Suggest on X

Prefer email? Reach me at support@findmymoat.com

Starred 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.