GuruFocus is the closest drop-in replacement with overlapping coverage in Institutional Data, 13F, and Investor Holdings while adding Screeners and Stock Comparison coverage and 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. and 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. features (category overlap ~100%).
VOL. XCIV, NO. 247
★ A CURATED DIRECTORY OF FINANCIAL TOOLS AND RESOURCES ★
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Sunday, January 4, 2026
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Free Alternatives to WhaleWisdom
Zero-cost replacements ranked by category overlap, pricing, and platform access. Use this list to test WhaleWisdom before paying for another subscription.
View standard alternativesQuick takeaways
Every pick keeps a free tier; start with GuruFocus, Yellowbrick Investing, and TIKR to road-test WhaleWisdom workflows without paying up front.
Need mobile access? GuruFocus, Quiver Quantitative, and CapEdge bring phone-ready workflows that WhaleWisdom lacks.
Round out your stack with new coverage areas like Screeners, Stock Comparison, Data Visualizations, and Portfolio.
Similarity score 1002Category overlap: 100%
Shared coverage
Institutional Data13FInvestor HoldingsStock Ideas
Assets: Stocks and ETFs
Experience: Beginner, Intermediate, and Advanced
Platforms: Web and API
Pricing: Free and Subscription
Why investors switch
- GuruFocus adds mobile access for on-the-go monitoring.
- Expands into Screeners, Stock Comparison, and Data Visualizations coverage beyond what WhaleWisdom 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..
Adds coverage: Screeners, Stock Comparison, Data Visualizations, 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.
Similarity score 934Category overlap: 100%
Shared coverage
Institutional Data13FInvestor HoldingsStock Ideas
Assets: Stocks and ETFs
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Free and Subscription
Why investors switch
- Expands into Screeners, Alerts, and Newsletters coverage beyond what WhaleWisdom offers.
- Standout features include Aggregated stock pitches with powerful filters: search by ticker, sector, valuation metrics, price targets, dividends, sentiment, geography, and more., Elite Investor Feeds curate trades and ideas from top-performing investors, complete with displayed average returns., and Hedge Fund Watcher tracks 13F filings and fund trades, with premium features such as leaderboards, model portfolios, and fund-level performance stats..
Adds coverage: Screeners, Alerts, and Newsletters
Standout features: Aggregated stock pitches with powerful filters: search by ticker, sector, valuation metrics, price targets, dividends, sentiment, geography, and more., Elite Investor Feeds curate trades and ideas from top-performing investors, complete with displayed average returns., Hedge Fund Watcher tracks 13F filings and fund trades, with premium features such as leaderboards, model portfolios, and fund-level performance stats., and Premium plan includes full access to all pitches, Premium daily email, Yellowbrick Premium Portfolio, investor return analytics, professional fund portfolios, premium stock-pitch filters, and expanded Hedge Fund Watcher features.
Similarity score 902Category overlap: 100%
Shared coverage
Institutional Data13FInvestor HoldingsStock Ideas
Assets: Stocks
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Free and Subscription
Why investors switch
- Expands into Screeners, Data Visualizations, and Stock Comparison coverage beyond what WhaleWisdom 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..
Adds coverage: Screeners, Data Visualizations, 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 840Category overlap: 75%
Shared coverage
Institutional Data13FInvestor Holdings
Assets: Stocks and ETFs
Experience: Beginner, Intermediate, and Advanced
Platforms: Web and API
Pricing: Free and Subscription
Why investors switch
- Expands into Screeners, Stock Comparison, and Data Visualizations coverage beyond what WhaleWisdom 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 WhaleWisdom if you still need Stock Ideas.
Adds coverage: Screeners, Stock Comparison, Data Visualizations, and Portfolio
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 838Category overlap: 75%
Shared coverage
Institutional Data13FInvestor Holdings
Assets: Stocks and ETFs
Experience: Beginner, Intermediate, and Advanced
Platforms: Web and API
Pricing: Free and Subscription
Why investors switch
- Quiver Quantitative adds mobile access for on-the-go monitoring.
- Expands into Screeners, Watchlist, and Backtesting coverage beyond what WhaleWisdom 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 WhaleWisdom if you still need Stock Ideas.
Adds coverage: Screeners, Watchlist, Backtesting, and US Government Trades
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 790Category overlap: 75%
Shared coverage
Institutional Data13FInvestor Holdings
Assets: Stocks and ETFs
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Free and Subscription
Why investors switch
- Expands into 13D/13G, Insider Data, and Screeners coverage beyond what WhaleWisdom 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 WhaleWisdom if you still need Stock Ideas.
Adds coverage: 13D/13G, Insider Data, Screeners, and Data Visualizations
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 790Category overlap: 75%
Shared coverage
Institutional Data13FInvestor Holdings
Assets: Stocks and ETFs
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Free and Subscription
Why investors switch
- Expands into News, News Sentiment, and Calendar coverage beyond what WhaleWisdom offers.
- Standout features include Company dashboards with tabs for Financials, Estimates, Insider Transactions, Dividends, SEC Filings, Ownership, and Transcripts., AI Financial Analysis: executive overview, bull/base/bear scenario modeling, and financial‑health (cash, leverage, DuPont) refreshed each earnings cycle (Pro)., and AI Peer Analysis: benchmark valuation, growth, profitability, and capital returns vs. peers in one AI report (Pro)..
- Pair it with WhaleWisdom if you still need Stock Ideas.
Adds coverage: News, News Sentiment, Calendar, and Financials
Standout features: Company dashboards with tabs for Financials, Estimates, Insider Transactions, Dividends, SEC Filings, Ownership, and Transcripts., AI Financial Analysis: executive overview, bull/base/bear scenario modeling, and financial‑health (cash, leverage, DuPont) refreshed each earnings cycle (Pro)., AI Peer Analysis: benchmark valuation, growth, profitability, and capital returns vs. peers in one AI report (Pro)., and AI SWOT Analysis previews and full SWOT in Pro.
Similarity score 772Category overlap: 75%
Shared coverage
13FInvestor HoldingsStock Ideas
Assets: Stocks and ETFs
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Free
Why investors switch
- Expands into News, Newsletters, and Watchlist coverage beyond what WhaleWisdom offers.
- Standout features include Search by fund, CIO, ticker, keyword, theme; filter by quarter; columns include QTD/YTD perf where available., Per‑fund pages with letter history (table shows latest two; ‘View’ for more)., and Follow funds or tickers and get inbox updates when new letters drop..
- Pair it with WhaleWisdom if you still need Institutional Data.
Adds coverage: News, Newsletters, Watchlist, and Alerts
Standout features: Search by fund, CIO, ticker, keyword, theme; filter by quarter; columns include QTD/YTD perf where available., Per‑fund pages with letter history (table shows latest two; ‘View’ for more)., Follow funds or tickers and get inbox updates when new letters drop., and BSD 13Fs: investor screener + reports (largest buys/sells, consensus holdings, GICS weights, bargains vs. prior buys, etc.).
Similarity score 766Category overlap: 75%
Shared coverage
Institutional Data13FInvestor Holdings
Assets: Stocks and ETFs
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 Data Visualizations coverage beyond what WhaleWisdom 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 WhaleWisdom if you still need Stock Ideas.
Adds coverage: Screeners, Stock Comparison, Data Visualizations, and Financials
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 762Category overlap: 75%
Shared coverage
13FInvestor HoldingsStock Ideas
Assets: Stocks and ETFs
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Free
Why investors switch
- Expands into Insider Data coverage beyond what WhaleWisdom offers.
- Standout features include Tracks portfolios of well-known 'Superinvestors' through SEC 13F filings, with detailed views of holdings, buys/sells, and quarter-to-quarter activity., Stock pages display Superinvestor ownership counts, a defined 'Hold Price' (quarter-end close), insider transaction totals over the past six months, plus TradingView charts and fundamentals., and Real-time insider transaction feed based on SEC Form 4 filings, with filterable listings..
- Pair it with WhaleWisdom if you still need Institutional Data.
Adds coverage: Insider Data
Standout features: Tracks portfolios of well-known 'Superinvestors' through SEC 13F filings, with detailed views of holdings, buys/sells, and quarter-to-quarter activity., Stock pages display Superinvestor ownership counts, a defined 'Hold Price' (quarter-end close), insider transaction totals over the past six months, plus TradingView charts and fundamentals., Real-time insider transaction feed based on SEC Form 4 filings, with filterable listings., and ‘RealTime’ activity feed highlighting notable Superinvestor trades as they are reported.
Similarity score 730Category overlap: 75%
Shared coverage
Institutional Data13FStock Ideas
Assets: Stocks
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Free and Subscription
Why investors switch
- Expands into Screeners, Calendar, and Financials coverage beyond what WhaleWisdom offers.
- Standout features include Supercharged screener with 500+ filters across fundamentals, forward estimates, and valuation multiples., Conversational AI for valuation, key financials, and earnings‑call insights (real‑time aware)., and Earnings Calendar with dates, estimates and quick drilldowns..
- Pair it with WhaleWisdom if you still need Investor Holdings.
Adds coverage: Screeners, Calendar, Financials, and Valuation Models
Standout features: Supercharged screener with 500+ filters across fundamentals, forward estimates, and valuation multiples., Conversational AI for valuation, key financials, and earnings‑call insights (real‑time aware)., Earnings Calendar with dates, estimates and quick drilldowns., and Top Investors tracker: real‑time 13F filings, rankings, and email alerts; Congress & insider trading views.
Similarity score 712Category overlap: 75%
Shared coverage
Institutional Data13FStock Ideas
Assets: Stocks
Experience: Intermediate and Advanced
Platforms: Web
Pricing: Free and Subscription
Why investors switch
- Expands into Screeners, Improved Filings, and Diff View coverage beyond what WhaleWisdom 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 WhaleWisdom if you still need Investor Holdings.
Adds coverage: Screeners, Improved Filings, 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 676Category overlap: 50%
Shared coverage
Institutional Data13F
Assets: Stocks and ETFs
Experience: Beginner, Intermediate, and Advanced
Platforms: Web and API
Pricing: Free and Subscription
Why investors switch
- Expands into Screeners, Data APIs, and News coverage beyond what WhaleWisdom offers.
- Standout features include Multi‑asset data coverage via a single API: equities, ETFs, mutual funds, indexes, forex, crypto, commodities, macroeconomic indicators, ESG and ownership datasets, organized into Market Data, Fundamental & Company Data, News & Calendar Data, Advanced Data, Ownership and Other Markets., Real‑time quotes plus intraday (1‑minute, 5‑minute, 30‑minute, 1‑hour) and end‑of‑day historical bars for stocks and other assets; Premium and Ultimate tiers add intraday chart endpoints, technical indicators and up to 30+ years of history, with Ultimate including 1‑minute intraday charting and full historical access., and Fundamental statement APIs with audited, standardized and as‑reported income statements, balance sheets and cash‑flow statements (annual, quarterly and TTM), plus key metrics, ratios, financial scores, enterprise values and product/geographic segment revenue breakdowns..
- Pair it with WhaleWisdom if you still need Investor Holdings and Stock Ideas.
Adds coverage: Screeners, Data APIs, News, and Calendar
Standout features: Multi‑asset data coverage via a single API: equities, ETFs, mutual funds, indexes, forex, crypto, commodities, macroeconomic indicators, ESG and ownership datasets, organized into Market Data, Fundamental & Company Data, News & Calendar Data, Advanced Data, Ownership and Other Markets., Real‑time quotes plus intraday (1‑minute, 5‑minute, 30‑minute, 1‑hour) and end‑of‑day historical bars for stocks and other assets; Premium and Ultimate tiers add intraday chart endpoints, technical indicators and up to 30+ years of history, with Ultimate including 1‑minute intraday charting and full historical access., Fundamental statement APIs with audited, standardized and as‑reported income statements, balance sheets and cash‑flow statements (annual, quarterly and TTM), plus key metrics, ratios, financial scores, enterprise values and product/geographic segment revenue breakdowns., and Built‑in valuation and advanced metrics including DCF models, owner earnings and other formula‑based indicators documented in the Financial Formulas section, with a Custom DCF Calculator and Advanced Market Metrics (e.g., sector performance, technical indicators) available on higher‑tier plans.
Similarity score 674Category overlap: 50%
Shared coverage
Institutional DataStock Ideas
Assets: Stocks and ETFs
Experience: Beginner, 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 Screeners, Data Visualizations, and Portfolio coverage beyond what WhaleWisdom 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 WhaleWisdom if you still need 13F and Investor Holdings.
Adds coverage: Screeners, Data Visualizations, Portfolio, and Watchlist
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 674Category overlap: 50%
Shared coverage
Institutional DataStock Ideas
Assets: Stocks and ETFs
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Free and Subscription
Why investors switch
- TipRanks adds mobile access for on-the-go monitoring.
- Expands into Top Analysts, Screeners, and ETF Screeners coverage beyond what WhaleWisdom offers.
- Standout features include Analyst coverage includes forecasts, price targets, recommendations, and Top Analysts leaderboards., Smart Score: a proprietary 1–10 multi-factor equity rating system., and Tracks insider transactions and hedge fund activity, with manager rankings based on filings..
- Pair it with WhaleWisdom if you still need 13F and Investor Holdings.
Adds coverage: Top Analysts, Screeners, ETF Screeners, and Analyst Forecasts
Standout features: Analyst coverage includes forecasts, price targets, recommendations, and Top Analysts leaderboards., Smart Score: a proprietary 1–10 multi-factor equity rating system., Tracks insider transactions and hedge fund activity, with manager rankings based on filings., and Stock and ETF screeners, technical analysis filters, and stock/ETF comparison tools.
Similarity score 640Category overlap: 50%
Shared coverage
13FStock Ideas
Assets: Stocks and ETFs
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Free and Subscription
Why investors switch
- Expands into Screeners, Data Visualizations, and Quant coverage beyond what WhaleWisdom offers.
- Standout features include Intrinsic value suite: DCF, Reverse DCF, Earnings Power Value (EPV), Peter Lynch fair value, and relative value calculators., AI-powered earnings overviews that summarize transcripts into structured highlights/visuals., and Global stock screener with 60+ presets, country & exchange filters, heatmap/scatter visualizations, and a backtesting comparison vs S&P 500..
- Pair it with WhaleWisdom if you still need Institutional Data and Investor Holdings.
Adds coverage: Screeners, Data Visualizations, Quant, and Money Flow
Standout features: Intrinsic value suite: DCF, Reverse DCF, Earnings Power Value (EPV), Peter Lynch fair value, and relative value calculators., AI-powered earnings overviews that summarize transcripts into structured highlights/visuals., Global stock screener with 60+ presets, country & exchange filters, heatmap/scatter visualizations, and a backtesting comparison vs S&P 500., and Smart Money Analysis: institutional (13F) and insider transaction tracking, plus options sentiment indicators.
Similarity score 622Category overlap: 50%
Shared coverage
Institutional Data13F
Assets: Stocks and ETFs
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Free
Why investors switch
- Expands into Screeners, Watchlist, and Calendar coverage beyond what WhaleWisdom offers.
- Standout features include Free equity screener with both fundamental and alternative-data filters, including app rankings, social followers, job openings, and founder-led company flags., Alternative-data dashboards track website traffic, app store ranks, share of search, social activity, Google Trends, and patents., and Earnings calendars available in weekly or index views, with embeddable widgets via iframe for external sites..
- Pair it with WhaleWisdom if you still need Investor Holdings and Stock Ideas.
Adds coverage: Screeners, Watchlist, Calendar, and News
Standout features: Free equity screener with both fundamental and alternative-data filters, including app rankings, social followers, job openings, and founder-led company flags., Alternative-data dashboards track website traffic, app store ranks, share of search, social activity, Google Trends, and patents., Earnings calendars available in weekly or index views, with embeddable widgets via iframe for external sites., and Tracks Wall Street analyst price targets and ranks analysts by their historical win rates.
Similarity score 612Category overlap: 50%
Shared coverage
Investor HoldingsStock Ideas
Assets: Stocks and ETFs
Experience: Beginner and Intermediate
Platforms: Web
Pricing: Free and Subscription
Why investors switch
- getquin adds mobile access for on-the-go monitoring.
- Expands into Portfolio, Watchlist, and Market Sentiment coverage beyond what WhaleWisdom offers.
- Standout features include Real-time portfolio and net-worth tracker that aggregates investments, bank accounts and other assets into a single view, with portfolio performance and breakdowns across assets, brokers and wallets., Supports tracking of many asset classes in one dashboard, including stocks, ETFs, funds, DeFi investments, real estate, angel investments, luxury collectibles, art, commodities and other alternative assets., and Lets users link brokerage and bank accounts via secure API/open-banking connections, while also supporting manual asset entry and PDF-based imports for some brokers such as Trade Republic..
- Pair it with WhaleWisdom if you still need Institutional Data and 13F.
Adds coverage: Portfolio, Watchlist, Market Sentiment, and Dividends
Standout features: Real-time portfolio and net-worth tracker that aggregates investments, bank accounts and other assets into a single view, with portfolio performance and breakdowns across assets, brokers and wallets., Supports tracking of many asset classes in one dashboard, including stocks, ETFs, funds, DeFi investments, real estate, angel investments, luxury collectibles, art, commodities and other alternative assets., Lets users link brokerage and bank accounts via secure API/open-banking connections, while also supporting manual asset entry and PDF-based imports for some brokers such as Trade Republic., and Built-in dividend tracker and calendar that shows cumulative payouts, forward dividend forecasts, year-on-year growth rates and dividend yield, plus a personal dividend calendar within the portfolio.
Similarity score 611Category overlap: 67%
Shared coverage
13FStock Ideas
Assets: Stocks and ETFs
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Free
Why investors switch
- Expands into Blogs coverage beyond what WhaleWisdom offers.
- Standout features include Quarterly **Fund Manager Letters** pages with the fund name, date, and a "Stocks Mentioned" column (tickers link out for quick lookup)., Quarterly **13-F pages** the author reads, with many entries including holdings tables and position-change flags (e.g., NEW / Sold Out / % of portfolio)., and Lightweight **About** page clarifies the goal: stock-idea discovery from letters; author shares links and invites tips via @_iinvested..
- Pair it with WhaleWisdom if you still need Institutional Data and Investor Holdings.
Adds coverage: Blogs
Standout features: Quarterly **Fund Manager Letters** pages with the fund name, date, and a "Stocks Mentioned" column (tickers link out for quick lookup)., Quarterly **13-F pages** the author reads, with many entries including holdings tables and position-change flags (e.g., NEW / Sold Out / % of portfolio)., Lightweight **About** page clarifies the goal: stock-idea discovery from letters; author shares links and invites tips via @_iinvested., and A small **Podcasts** page curating investing/finance episodes the author plans to re-listen to.
Similarity score 608Category overlap: 50%
Shared coverage
Investor HoldingsStock Ideas
Assets: Stocks
Experience: Beginner, Intermediate, and Advanced
Platforms: Web and API
Pricing: Free and Subscription
Why investors switch
- Expands into Screeners, Data Visualizations, and Index Rebalancing coverage beyond what WhaleWisdom offers.
- Standout features include Web-based analytics terminal for equity investors with company data for ~1 700 Nordic and 16 000+ global companies, 20 years of history, thousands of ratios, technical analysis, strategies, screener, MFN news and API/Excel plug-in., Complete financials (income statement, balance sheet, cash flow) with long annual, quarterly and rolling 12‑month history and visual comparison against sector peers., and Advanced stock screener with several thousand KPIs, mini charts, saved filters and watchlists, plus intraday price‑performance KPIs for multiple short-term horizons in the UI..
- Pair it with WhaleWisdom if you still need Institutional Data and 13F.
Adds coverage: Screeners, Data Visualizations, Index Rebalancing, and Watchlist
Standout features: Web-based analytics terminal for equity investors with company data for ~1 700 Nordic and 16 000+ global companies, 20 years of history, thousands of ratios, technical analysis, strategies, screener, MFN news and API/Excel plug-in., Complete financials (income statement, balance sheet, cash flow) with long annual, quarterly and rolling 12‑month history and visual comparison against sector peers., Advanced stock screener with several thousand KPIs, mini charts, saved filters and watchlists, plus intraday price‑performance KPIs for multiple short-term horizons in the UI., and Built-in quantitative strategies such as Magic Formula, Graham, Dividend, F-Score and Net-nets leveraging the historical ratio database for stock idea generation.
Coverage Snapshot
Where alternatives already align
Most shared categories across the top matches.
13F×16Institutional Data×14Stock Ideas×13Investor Holdings×12
New angles introduced
Categories the alternatives add beyond WhaleWisdom.
Screeners+16Insider Data+15News+14Watchlist+14Alerts+11Calendar+11Financials+11Transcripts+10
Free Access & Pricing
Free options
All 20
20 vetted picks keep a permanent free tier so you can validate workflows before upgrading.
Mobile ready
6/20
6 alternatives bring native mobile access.
API availability
5/20
5 of the shortlisted tools expose API endpoints for automation-heavy workflows.
Quality checks
7 starred / 10 tested
7 tools are flagged as analyst picks; 10 have been hands-on tested.
Avg. coverage overlap
70%
Average percentage of categories shared with the base tool.
Free Alternatives FAQ
What are the best free alternatives to WhaleWisdom?
Start with GuruFocus, Yellowbrick Investing, and TIKR to replicate WhaleWisdom 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 WhaleWisdom workflows stay covered on the free plan?
Expect solid overlap across Institutional Data, 13F, Investor Holdings, and Stock Ideas, so core WhaleWisdom workflows can move over without a paid upgrade.
What extra coverage do the free alternatives add?
Screeners, Stock Comparison, Data Visualizations, Portfolio, US Government Trades, Backtesting, News, Alerts, Calendar, Data APIs, Special Situations, IPO, Spin-offs, Acquisitions, Delisted, Dividends, GDP, Interest Rates, Inflation Rates, Unemployment Rates, Commitment of Traders (COT), Yield Curves, Financials, Scores, Valuation Models, Insider Data, Short Interest, 13D/13G, ETF Overview, ETF Holdings, Analyst Forecasts, Analyst Price Targets, Analyst Recommendations, Transcripts, AI, AI Chat, Education, Videos, Blogs, Forums, Newsletters, Stock Handbook, Watchlist, ETF Performance, ETF Fundamentals, ETF Valuation, Improved Filings, Splits, APIs & SDKs, Webhooks, AI Business Summary, AI Earnings Summary, AI Filings Summary, AI Report, Reddit, Which ETF includes this Stock?, Patents / USPTO, Dark Pool & Off-Exchange, Money Flow, News Sentiment, Diff View, Filing Sentiment, Secondary Offerings, Notes & Highlights, ESG Ratings, Sheets / Excel Add-ins, Management Performance, Management Compensation, Broker Connectors, Dividend, Top Analysts, ETF Screeners, Flags, App & Website Traffic, ETF Comparison, Quant, Research Templates, Shared Workspaces, Job Postings, Market Sentiment, Retirement Calculator, Index Rebalancing, and Buybacks & Authorizations show up most often as bonus coverage beyond the base platform, giving you room to experiment before upgrading.
Where might I still rely on WhaleWisdom?
Stock Ideas, Institutional Data, Investor Holdings, and 13F remain strengths for WhaleWisdom. Keep it handy for those tasks or plan for a paid upgrade if they matter.
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!
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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.