VOL. XCIV, NO. 247

Free Alternatives to WhaleWisdom

Checking

Free replacement verdicts

Free Alternatives to WhaleWisdom

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

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

Visit WhaleWisdom All alternatives Tool details

Disclosure: outbound links may include affiliate or sponsor links

Which Alternative Should You Use?

GuruFocus

Closest replacement

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, stock screening, and strategy backtesting.
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.

Start GuruFocus trial

Details Compare

Quiver Quantitative

Strong runner-up

Best for: Investors looking for alternative data around Congress trades, insider activity, lobbying, government contracts, patents, app data, and institutional holdings.

Quiver Quantitative best matches the base workflow on insider and institutional tracking, investor holdings research, and stock screening.
Quiver Quantitative keeps the replacement test in the same free-access lane. Free access caveat: Advanced screeners, alerts, dashboards, backtests, and exports require Premium..

Watch for: U.S.-centric alternative data: Most flagship datasets are tied to U.S. disclosures, politics, institutions, or companies.

View Quiver API

Details Compare

FINVIZ

Strong runner-up

Best for: Investors and traders looking for a fast U.S. stock screener with heat maps and snapshot views.

FINVIZ best matches the base workflow on insider and institutional tracking, stock screening, and screening and idea generation.
FINVIZ keeps the replacement test in the same free-access lane. Free access caveat: credit card required and Free stock quotes are delayed by one minute and futures by 20 minutes..

Watch for: U.S. market coverage: U.S.-only coverage for NYSE, Nasdaq, and Amex equities.

Start FINVIZ Elite trial

Details Compare

TipRanks

Strong runner-up

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

TipRanks best matches the base workflow on financial data API, screening and idea generation, and portfolio tracking.
TipRanks keeps the replacement test in the same free-access lane. Free access caveat: signup required and Free/Basic MCP OAuth quota is 10 tool calls per month..

Watch for: Best tools are paid: Premium and Ultimate gate Smart Portfolio, Smart Score, expert/insider/hedge-fund tools, exports, and higher MCP quotas.

View TipRanks plans

Details Compare

Detailed Alternatives

I want to

Pay lessFill a gapUpgrade overall

Free tiers first, then the lowest starting price.

Partial replacement

Investing.com

Analyst pickTested by us

Bottom line: Users looking for one free global market portal for quotes, charts, calendars, news, watchlists, and portfolio tracking.

Keep

Institutional Ownership
Insider Data
Stock Ideas
Screeners
Alerts

Gain

Stock Comparison
Data Visualizations
Options
Correlation

Lose

Backtesting
APIs & Data Feeds
Sheets / Excel Add-ins
Tracks hedge-fund and institutional SEC filings, including 13F reports, Schedule 13D/G events, Form 4 insider transactions, Form D, Form 144, N-CEN, and Form ADV.
The free tier includes two years of 13F data, unlimited email alerts, filer groups with up to 5 members, watchlists with up to 5 stocks, and limited access to most site tools.

Watch out

Avoid as a full replacement if you rely on insider and institutional tracking, investor holdings research, and strategy backtesting.
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.
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.

Price: WhaleWisdomFree • From $300/yr
Investing.comFree • From $13.99/mo
Free tier: Free, no signup
Replacement: Partial replacement

Pricing checked 2026-08-05 via pricing.

View InvestingPro Compare

Full review and details

Partial replacement

Perplexity Finance

Analyst pickTested by us

Bottom line: Users looking for cited AI answers over finance pages, filings, news, charts, watchlists, screeners, ownership data, and earnings documents.

Keep

Institutional Ownership
Insider Data
Screeners
APIs & Data Feeds

Gain

Watchlist
Data Visualizations
News
Calendar

Lose

Stock Ideas
Backtesting
Alerts
Sheets / Excel Add-ins
Tracks hedge-fund and institutional SEC filings, including 13F reports, Schedule 13D/G events, Form 4 insider transactions, Form D, Form 144, N-CEN, and Form ADV.

Watch out

Avoid as a full replacement if you rely on insider and institutional tracking, investor holdings research, and stock screening.
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.
AI answer quality still needs review: Perplexity cites sources, but investment conclusions, calculations, and data joins should be verified before use.

Price: WhaleWisdomFree • From $300/yr
Perplexity FinanceFree • From $20/mo
Free tier: Free, no signup
Replacement: Partial replacement

Pricing checked 2026-08-23 via support.

Open Perplexity Finance Compare

Full review and details

Drop-in replacement

Quiver Quantitative

Tested by us

Bottom line: Investors looking for alternative data around Congress trades, insider activity, lobbying, government contracts, patents, app data, and institutional holdings.

Keep

Institutional Ownership
Insider Data
Screeners
Backtesting
Alerts
APIs & Data Feeds

Gain

Watchlist
US Government Trades
News
Reddit

Lose

Stock Ideas
Sheets / Excel Add-ins
Tracks hedge-fund and institutional SEC filings, including 13F reports, Schedule 13D/G events, Form 4 insider transactions, Form D, Form 144, N-CEN, and Form ADV.
The free tier includes two years of 13F data, unlimited email alerts, filer groups with up to 5 members, watchlists with up to 5 stocks, and limited access to most site tools.
13F database history goes back to the March 31, 2001 quarter / Q1 2001; Standard and Pro include earlier historical 13F data, while Standard also lists historical 13D/G data back to 2006.

Watch out

Avoid as a full replacement if you rely on financial data API, portfolio alerts, and filings and transcript research.
Free-plan limits: Advanced screeners, alerts, dashboards, backtests, and exports require Premium, API access starts at a paid plan and has dataset tier restrictions, and Commercial API use requires a custom plan.
U.S.-centric alternative data: Most flagship datasets are tied to U.S. disclosures, politics, institutions, or companies.

Price: WhaleWisdomFree • From $300/yr
Quiver QuantitativeFree • From $25/mo
Free tier: Free, no signup
Replacement: Drop-in replacement

Pricing checked 2026-08-23 via pricing.

View Quiver API Compare

Full review and details

FintelPartial replacementFree • Paid plans availableFree, no signup

Partial replacement

Fintel

Bottom line: Investors looking for ownership, short interest, options sentiment, filings, dashboards, alerts, and quant-style scores in one research site.

Keep

Institutional Ownership
Insider Data
Screeners
Alerts
APIs & Data Feeds

Gain

Short Interest
Which ETF includes this Stock?
ETF Analysis
Improved Filings

Lose

Stock Ideas
Backtesting
Sheets / Excel Add-ins
Tracks hedge-fund and institutional SEC filings, including 13F reports, Schedule 13D/G events, Form 4 insider transactions, Form D, Form 144, N-CEN, and Form ADV.
The free tier includes two years of 13F data, unlimited email alerts, filer groups with up to 5 members, watchlists with up to 5 stocks, and limited access to most site tools.

Watch out

Avoid as a full replacement if you rely on investor holdings research, strategy backtesting, and financial data API.
Free-plan limits: Free public access is available, Bronze, Silver, and Gold tiers gate paid research workflows, and Broker-linked retail ownership features require sign-in and supported U.S. brokerage access.
Many core workflows are paid: Advanced research tools, premium datasets, leaderboards, AI private research, portfolio tools, and advanced AI access are tier-gated.

Price: WhaleWisdomFree • From $300/yr
FintelFree • Paid plans available
Free tier: Free, no signup
Replacement: Partial replacement

Pricing checked 2026-08-23 via pricing.

Open Fintel Compare

Full review and details

ChartMillPartial replacementFree • Paid plans availableFree, no signup

Partial replacement

ChartMill

Tested by us

Bottom line: Self-directed traders and investors looking for technical and fundamental screening, watchlists, alerts, charts, and idea templates in one browser product.

Keep

Institutional Ownership
Insider Data
Stock Ideas
Screeners
Backtesting
Alerts

Gain

Stock Comparison
Data Visualizations
Scores
Valuation Models

Lose

APIs & Data Feeds
Sheets / Excel Add-ins
Tracks hedge-fund and institutional SEC filings, including 13F reports, Schedule 13D/G events, Form 4 insider transactions, Form D, Form 144, N-CEN, and Form ADV.
The free tier includes two years of 13F data, unlimited email alerts, filer groups with up to 5 members, watchlists with up to 5 stocks, and limited access to most site tools.
13F database history goes back to the March 31, 2001 quarter / Q1 2001; Standard and Pro include earlier historical 13F data, while Standard also lists historical 13D/G data back to 2006.

Watch out

Avoid as a full replacement if you rely on insider and institutional tracking, investor holdings research, and financial data API.
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.
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.

Price: WhaleWisdomFree • From $300/yr
ChartMillFree • Paid plans available
Free tier: Free, no signup
Replacement: Partial replacement

Pricing checked 2026-08-23 via pricing.

Screen stocks on ChartMill Compare

Full review and details

Yahoo FinancePartial replacementFree • From $95.40/yrFree with signup

Partial replacement

Yahoo Finance

Tested by us

Bottom line: Investors who want free quotes, news, watchlists, portfolios, charts, and basic research in one product.

Keep

Institutional Ownership
Insider Data
Stock Ideas
Screeners
Alerts

Gain

News
Calendar
Portfolio
Watchlist

Lose

Backtesting
APIs & Data Feeds
Sheets / Excel Add-ins
Tracks hedge-fund and institutional SEC filings, including 13F reports, Schedule 13D/G events, Form 4 insider transactions, Form D, Form 144, N-CEN, and Form ADV.
The free tier includes two years of 13F data, unlimited email alerts, filer groups with up to 5 members, watchlists with up to 5 stocks, and limited access to most site tools.

Watch out

Avoid as a full replacement if you rely on insider and institutional tracking, investor holdings research, and strategy backtesting.
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.
Data is informational, not trading-grade: Yahoo says all finance data is informational and not intended for trading or investing purposes.

Price: WhaleWisdomFree • From $300/yr
Yahoo FinanceFree • From $95.40/yr
Free tier: Free with signup
Replacement: Partial replacement

Pricing checked 2026-08-20 via pricing.

Open Yahoo Finance Compare

Full review and details

StockcirclePartial replacementFree • From $99/yrFree with signup

Partial replacement

Stockcircle

Bottom line: Retail investors following institutional portfolios, insider trades, or Congress disclosures.

Keep

Institutional Ownership
Insider Data
Stock Ideas
Screeners
Alerts

Gain

US Government Trades
ETF Screeners
ETF Analysis
Valuation Models

Lose

Backtesting
APIs & Data Feeds
Sheets / Excel Add-ins
Tracks hedge-fund and institutional SEC filings, including 13F reports, Schedule 13D/G events, Form 4 insider transactions, Form D, Form 144, N-CEN, and Form ADV.
The free tier includes two years of 13F data, unlimited email alerts, filer groups with up to 5 members, watchlists with up to 5 stocks, and limited access to most site tools.

Watch out

Avoid as a full replacement if you rely on strategy backtesting, financial data API, and portfolio alerts.
Free-plan limits: Signup required, Pro page lists $16.49/month, and Pro page lists $99/year with annual billing.
Reported data is incomplete by design: Stockcircle itself notes that smaller transactions and holdings do not need to be reported to the SEC and are not published.

Price: WhaleWisdomFree • From $300/yr
StockcircleFree • From $99/yr
Free tier: Free with signup
Replacement: Partial replacement

Pricing checked 2026-08-23 via pricing.

Compare Stockcircle Pro Compare

Full review and details

Simply Wall StPartial replacementFree • From $120/yrFree with signup

Partial replacement

Simply Wall St

Analyst pickTested by us

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

Keep

Institutional Ownership
Insider Data
Stock Ideas
Screeners
Alerts

Gain

Data Visualizations
Portfolio
Watchlist
Financials

Lose

Backtesting
APIs & Data Feeds
Sheets / Excel Add-ins
Tracks hedge-fund and institutional SEC filings, including 13F reports, Schedule 13D/G events, Form 4 insider transactions, Form D, Form 144, N-CEN, and Form ADV.
The free tier includes two years of 13F data, unlimited email alerts, filer groups with up to 5 members, watchlists with up to 5 stocks, and limited access to most site tools.

Watch out

Avoid as a full replacement if you rely on insider and institutional tracking, investor holdings research, and strategy backtesting.
Free-plan limits: Signup required, 5 company reports per month on Free, and 1 portfolio with up to 10 holdings on Free.
Free plan has report and portfolio limits: The Free tier includes 5 company reports per month and 1 portfolio with 10 holdings.

Price: WhaleWisdomFree • From $300/yr
Simply Wall StFree • From $120/yr
Free tier: Free with signup
Replacement: Partial replacement

Pricing checked 2026-08-23 via pricing.

Try Simply Wall St Compare

Full review and details

Uncle StockPartial replacementFree • From $130/yrFree with signup

Partial replacement

Uncle Stock

Analyst pickTested by us

Bottom line: Value and long-term investors screening global companies by financial statements, ratios, scores, and valuation models.

Keep

Institutional Ownership
Screeners
Backtesting
Alerts
APIs & Data Feeds

Gain

Data Visualizations
Financials
Valuation Models
Scores

Lose

Insider Data
Stock Ideas
Sheets / Excel Add-ins
Tracks hedge-fund and institutional SEC filings, including 13F reports, Schedule 13D/G events, Form 4 insider transactions, Form D, Form 144, N-CEN, and Form ADV.
The free tier includes two years of 13F data, unlimited email alerts, filer groups with up to 5 members, watchlists with up to 5 stocks, and limited access to most site tools.

Watch out

Avoid as a full replacement if you rely on insider and institutional tracking, investor holdings research, and portfolio alerts.
Free-plan limits: Signup required, Subscription page lists Bronze at $20/month or $130/year, Silver at $35/month or $210/year, and Gold at $60/month or $350/year, and The page says Gold includes CSV export with max 300 calls/month and unlimited MCP stock searches/day versus 5/day on the free tier.
API is Gold-gated and capped: The JSON Search API requires Gold and is capped at 10 calls per minute and 300 calls per month unless the vendor raises the limit.

Price: WhaleWisdomFree • From $300/yr
Uncle StockFree • From $130/yr
Free tier: Free with signup
Replacement: Partial replacement

Pricing checked 2026-08-23 via pricing.

Compare Uncle Stock plans Compare

Full review and details

TradingViewPartial replacementFree • From $12.95/moFree with signup

Partial replacement

TradingView

Analyst pickTested by us

Bottom line: Traders and investors looking for charting, alerts, screeners, and market coverage across many asset classes.

Keep

Stock Ideas
Screeners
Backtesting
Alerts

Gain

Data Visualizations
Quant
ETF Screeners
Stock Comparison

Lose

Institutional Ownership
Insider Data
APIs & Data Feeds
Sheets / Excel Add-ins
Tracks hedge-fund and institutional SEC filings, including 13F reports, Schedule 13D/G events, Form 4 insider transactions, Form D, Form 144, N-CEN, and Form ADV.

Watch out

Avoid as a full replacement if you rely on insider and institutional tracking, investor holdings research, and stock screening.
Free-plan limits: Signup required, Basic tier limits charts per tab, indicators, alerts, watchlists, and historical bars, and Some real-time exchange data is sold separately from platform plans.
Real-time market data can require add-ons: Optional real-time quote subscriptions and exchange-specific data fees.

Price: WhaleWisdomFree • From $300/yr
TradingViewFree • From $12.95/mo
Free tier: Free with signup
Replacement: Partial replacement

Pricing checked 2026-08-23 via pricing.

Open TradingView Compare

Full review and details

SentiSensePartial replacementFree • From $15/moFree with signup

Partial replacement

SentiSense

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.

Keep

Institutional Ownership
Insider Data
Stock Ideas
Screeners
Alerts
APIs & Data Feeds

Gain

Data Visualizations
Quant
Watchlist
News

Lose

Backtesting
Sheets / Excel Add-ins
Tracks hedge-fund and institutional SEC filings, including 13F reports, Schedule 13D/G events, Form 4 insider transactions, Form D, Form 144, N-CEN, and Form ADV.
The free tier includes two years of 13F data, unlimited email alerts, filer groups with up to 5 members, watchlists with up to 5 stocks, and limited access to most site tools.
13F database history goes back to the March 31, 2001 quarter / Q1 2001; Standard and Pro include earlier historical 13F data, while Standard also lists historical 13D/G data back to 2006.

Watch out

Avoid as a full replacement if you rely on investor holdings research, stock screening, and strategy backtesting.
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.
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.

Price: WhaleWisdomFree • From $300/yr
SentiSenseFree • From $15/mo
Free tier: Free with signup
Replacement: Partial replacement

Pricing checked 2026-08-23 via pricing.

Start SentiSense free Compare

Full review and details

Value SensePartial replacementFree • From $15/moFree with signup

Partial replacement

Value Sense

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

Keep

Institutional Ownership
Insider Data
Stock Ideas
Screeners
Backtesting
Alerts

Gain

Stock Comparison
Data Visualizations
Watchlist
Custom Dashboards

Lose

APIs & Data Feeds
Sheets / Excel Add-ins
Tracks hedge-fund and institutional SEC filings, including 13F reports, Schedule 13D/G events, Form 4 insider transactions, Form D, Form 144, N-CEN, and Form ADV.
The free tier includes two years of 13F data, unlimited email alerts, filer groups with up to 5 members, watchlists with up to 5 stocks, and limited access to most site tools.
13F database history goes back to the March 31, 2001 quarter / Q1 2001; Standard and Pro include earlier historical 13F data, while Standard also lists historical 13D/G data back to 2006.

Watch out

Avoid as a full replacement if you rely on insider and institutional tracking, investor holdings research, and strategy backtesting.
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.
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.

Price: WhaleWisdomFree • From $300/yr
Value SenseFree • From $15/mo
Free tier: Free with signup
Replacement: Partial replacement

Pricing checked 2026-08-23 via pricing.

Compare Value Sense plans Compare

Full review and details

Financial Modeling Prep (FMP)Partial replacementFree • From $264/yrFree with signup

Partial replacement

Financial Modeling Prep (FMP)

Tested by us

Bottom line: Developers and analysts needing REST/WebSocket market data, fundamentals, calendars, transcripts, ownership, ESG, and macro datasets.

Keep

Institutional Ownership
Insider Data
Screeners
APIs & Data Feeds
Sheets / Excel Add-ins

Gain

News
Calendar
Dividends
Splits

Lose

Stock Ideas
Backtesting
Alerts
Tracks hedge-fund and institutional SEC filings, including 13F reports, Schedule 13D/G events, Form 4 insider transactions, Form D, Form 144, N-CEN, and Form ADV.
The free tier includes two years of 13F data, unlimited email alerts, filer groups with up to 5 members, watchlists with up to 5 stocks, and limited access to most site tools.

Watch out

Avoid as a full replacement if you rely on insider and institutional tracking, investor holdings research, and strategy backtesting.
Free-plan limits: Signup required, Basic plan is limited to 250 API calls per day, and Free tier has end-of-day timeframe, around 5 years of history, and limited bandwidth.
Free sandbox is limited: The Basic plan is capped at 250 API calls per day, end-of-day timeframe, and around 5 years of history.

Price: WhaleWisdomFree • From $300/yr
Financial Modeling Prep (FMP)Free • From $264/yr
Free tier: Free with signup
Replacement: Partial replacement

Pricing checked 2026-08-23 via pricing.

View FMP pricing Compare

Full review and details

FINVIZPartial replacementFree • From $299.50/yrFree, card required

Partial replacement

FINVIZ

Analyst pickTested by us

Bottom line: Investors and traders looking for a fast U.S. stock screener with heat maps and snapshot views.

Keep

Institutional Ownership
Insider Data
Screeners
Backtesting
Alerts
APIs & Data Feeds

Gain

ETF Screeners
Stock Comparison
Data Visualizations
Portfolio

Lose

Stock Ideas
Sheets / Excel Add-ins
Tracks hedge-fund and institutional SEC filings, including 13F reports, Schedule 13D/G events, Form 4 insider transactions, Form D, Form 144, N-CEN, and Form ADV.
The free tier includes two years of 13F data, unlimited email alerts, filer groups with up to 5 members, watchlists with up to 5 stocks, and limited access to most site tools.
13F database history goes back to the March 31, 2001 quarter / Q1 2001; Standard and Pro include earlier historical 13F data, while Standard also lists historical 13D/G data back to 2006.

Watch out

Avoid as a full replacement if you rely on investor holdings research, strategy backtesting, and financial data API.
Free-plan limits: Credit card required, Free stock quotes are delayed by one minute and futures by 20 minutes, and The 7-day Elite trial requires a card and automatically converts to the selected paid plan.
U.S. market coverage: U.S.-only coverage for NYSE, Nasdaq, and Amex equities.

Price: WhaleWisdomFree • From $300/yr
FINVIZFree • From $299.50/yr
Free tier: Free, card required
Replacement: Partial replacement

Pricing checked 2026-08-23 via support.

Start FINVIZ Elite trial Compare

Full review and details

Portfolio123Partial replacementFree • From $25/moFree with signup

Partial replacement

Portfolio123

Analyst pickTested by us

Bottom line: Rules-based investors looking for point-in-time stock and ETF simulations.

Keep

Stock Ideas
Screeners
Backtesting
APIs & Data Feeds

Gain

Data Visualizations
Quant
Scores
Valuation Models

Lose

Institutional Ownership
Insider Data
Alerts
Sheets / Excel Add-ins
Tracks hedge-fund and institutional SEC filings, including 13F reports, Schedule 13D/G events, Form 4 insider transactions, Form D, Form 144, N-CEN, and Form ADV.

Watch out

Avoid as a full replacement if you rely on insider and institutional tracking, investor holdings research, and stock screening.
Free-plan limits: Signup required, Free Manage module is separate from paid Research, API, and DataMiner access, and General registration offers 30 days of screener and backtesting access without a payment card.
Advanced research is paid: Free Manage covers portfolio tracking. Time-limited access covers screener and backtesting use before a paid Research plan, while API and DataMiner require separate paid access.

Price: WhaleWisdomFree • From $300/yr
Portfolio123Free • From $25/mo
Free tier: Free with signup
Replacement: Partial replacement

Pricing checked 2026-08-23 via pricing.

Try Portfolio123 Compare

Full review and details

TipRanksPartial replacementFree • From $29.95/moFree with signup

Partial replacement

TipRanks

Analyst pickTested by us

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

Keep

Institutional Ownership
Insider Data
Stock Ideas
Screeners
Alerts
APIs & Data Feeds

Gain

Top Analysts
ETF Screeners
US Government Trades
Stock Comparison

Lose

Backtesting
Sheets / Excel Add-ins
Tracks hedge-fund and institutional SEC filings, including 13F reports, Schedule 13D/G events, Form 4 insider transactions, Form D, Form 144, N-CEN, and Form ADV.
The free tier includes two years of 13F data, unlimited email alerts, filer groups with up to 5 members, watchlists with up to 5 stocks, and limited access to most site tools.
13F database history goes back to the March 31, 2001 quarter / Q1 2001; Standard and Pro include earlier historical 13F data, while Standard also lists historical 13D/G data back to 2006.

Watch out

Avoid as a full replacement if you rely on insider and institutional tracking, investor holdings research, and stock screening.
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.
Best tools are paid: Premium and Ultimate gate Smart Portfolio, Smart Score, expert/insider/hedge-fund tools, exports, and higher MCP quotas.

Price: WhaleWisdomFree • From $300/yr
TipRanksFree • From $29.95/mo
Free tier: Free with signup
Replacement: Partial replacement

Pricing checked 2026-08-23 via pricing.

View TipRanks plans Compare

Full review and details

Fiscal.aiPartial replacementFree • From $39/moFree with signup

Partial replacement

Fiscal.ai

Analyst pickTested by us

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

Keep

Institutional Ownership
Insider Data
Stock Ideas
Screeners
Alerts
APIs & Data Feeds

Gain

Stock Comparison
Data Visualizations
Portfolio
Watchlist

Lose

Backtesting
Sheets / Excel Add-ins
Tracks hedge-fund and institutional SEC filings, including 13F reports, Schedule 13D/G events, Form 4 insider transactions, Form D, Form 144, N-CEN, and Form ADV.
The free tier includes two years of 13F data, unlimited email alerts, filer groups with up to 5 members, watchlists with up to 5 stocks, and limited access to most site tools.
13F database history goes back to the March 31, 2001 quarter / Q1 2001; Standard and Pro include earlier historical 13F data, while Standard also lists historical 13D/G data back to 2006.

Watch out

Avoid as a full replacement if you rely on insider and institutional tracking, investor holdings research, and stock screening.
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.
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.

Price: WhaleWisdomFree • From $300/yr
Fiscal.aiFree • From $39/mo
Free tier: Free with signup
Replacement: Partial replacement

Pricing checked 2026-08-23 via pricing.

Try Fiscal.ai Compare

Full review and details

GuruFocusClosest replacementFree • From $549/yrFree with signup

Closest replacement

GuruFocus

Analyst pickTested by us

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

Keep

Institutional Ownership
Insider Data
Stock Ideas
Screeners
Backtesting
Alerts

Gain

ETF Screeners
Top Analysts
Stock Comparison
ETF Comparison

Lose

Tracks hedge-fund and institutional SEC filings, including 13F reports, Schedule 13D/G events, Form 4 insider transactions, Form D, Form 144, N-CEN, and Form ADV.
The free tier includes two years of 13F data, unlimited email alerts, filer groups with up to 5 members, watchlists with up to 5 stocks, and limited access to most site tools.
13F database history goes back to the March 31, 2001 quarter / Q1 2001; Standard and Pro include earlier historical 13F data, while Standard also lists historical 13D/G data back to 2006.
Developer API uses the endpoint https://whalewisdom.com/shell/command, requires a registered account and API access keys/signatures or an authenticated browser session, and is limited to 20 requests per minute.
API commands include quarters, stock_lookup, filer_lookup, stock_comparison, holdings_comparison, export, holdings, holders, and filer_metadata; outputs include HTML, JSON, and CSV depending on command.

Watch out

Avoid as a full replacement if you rely on insider and institutional tracking and portfolio alerts.
Free-plan limits: Signup required, A free account has limited access, and Free members have limited portfolio capacity.
Paid access is region and tier dependent: Annual paid memberships, region add-ons, API plans, and pay-as-you-go API credits.

Price: WhaleWisdomFree • From $300/yr
GuruFocusFree • From $549/yr
Free tier: Free with signup
Replacement: Drop-in replacement

Pricing checked 2026-08-23 via pricing.

Start GuruFocus trial Compare

Full review and details

BörsdataPartial replacementFree • Contact for pricingFree with signup

Partial replacement

Börsdata

Bottom line: Nordic and European investors looking for a fundamentals-rich screener, reports, owner data, technical charts, and dividend research.

Keep

Institutional Ownership
Insider Data
Stock Ideas
Screeners
APIs & Data Feeds
Sheets / Excel Add-ins

Gain

Data Visualizations
Index Rebalancing
Watchlist
Short Interest

Lose

Backtesting
Alerts
Tracks hedge-fund and institutional SEC filings, including 13F reports, Schedule 13D/G events, Form 4 insider transactions, Form D, Form 144, N-CEN, and Form ADV.
The free tier includes two years of 13F data, unlimited email alerts, filer groups with up to 5 members, watchlists with up to 5 stocks, and limited access to most site tools.
13F database history goes back to the March 31, 2001 quarter / Q1 2001; Standard and Pro include earlier historical 13F data, while Standard also lists historical 13D/G data back to 2006.

Watch out

Avoid as a full replacement if you rely on insider and institutional tracking, investor holdings research, and strategy backtesting.
Free-plan limits: Signup required, Free account has limited access, and Full data requires Premium, Pro, Pro+, or Enterprise.
Best value is Nordic-first: Global coverage exists on higher tiers, but Börsdata is strongest for Nordic equities and Nordic ownership/insider workflows.

Price: WhaleWisdomFree • From $300/yr
BörsdataFree • Contact for pricing
Free tier: Free with signup
Replacement: Partial replacement

Pricing checked 2026-08-23 via pricing.

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Full review and details

TrendlynePartial replacementFree • Paid plans availableFree with signup

Partial replacement

Trendlyne

Tested by us

Bottom line: Indian investors looking for one product for screeners, DVM scores, analyst forecasts, alerts, portfolios, broker sync, and options tools.

Keep

Institutional Ownership
Insider Data
Screeners
Backtesting
Alerts
Sheets / Excel Add-ins

Gain

Analyst Forecasts
Analyst Ratings & Price Targets
Data Visualizations
Options

Lose

Stock Ideas
APIs & Data Feeds
Tracks hedge-fund and institutional SEC filings, including 13F reports, Schedule 13D/G events, Form 4 insider transactions, Form D, Form 144, N-CEN, and Form ADV.
The free tier includes two years of 13F data, unlimited email alerts, filer groups with up to 5 members, watchlists with up to 5 stocks, and limited access to most site tools.
13F database history goes back to the March 31, 2001 quarter / Q1 2001; Standard and Pro include earlier historical 13F data, while Standard also lists historical 13D/G data back to 2006.

Watch out

Avoid as a full replacement if you rely on insider and institutional tracking, investor holdings research, and financial data API.
Free-plan limits: Signup required, Free plan exists; paid monthly plans shown include GuruQ at INR 310/month, Pro Global at INR 1500/month, and Pro Plus Global at INR 2000/month, and Annual prices shown include GuruQ at INR 2,190, StratQ at INR 5,900, Pro Global at INR 7,500, and Pro Plus Global at INR 10,000.
Plan matrix is complex: India-only, global, SmartOptions, Excel Connect, alert frequency, backtest limits, and download limits vary materially by tier.

Price: WhaleWisdomFree • From $300/yr
TrendlyneFree • Paid plans available
Free tier: Free with signup
Replacement: Partial replacement

Pricing checked 2026-08-23 via pricing.

Compare Trendlyne plans Compare

Full review and details

What This Shortlist Tells You

GuruFocus is the closest drop-in replacement with overlapping coverage in Institutional Ownership, Insider Data, and Stock Ideas while adding ETF Screeners and Top Analysts coverage and Historical financial and valuation data covers stocks in multiple regions, with screens, charts, comparisons, disclosed investor holdings, insider trades, and economic indicators. and Large global coverage footprint: current membership pages advertise 1M+ investors, 100,000 stocks across 100 markets, 30 years of financial data, thousands of institutional-investor trading histories, and 15,000+ mutual-fund holdings; the Data API separately documents 60,000+ companies across 9 regions. features (workflow overlap ~100%).

Every pick keeps a free tier; start with GuruFocus, Quiver Quantitative, and FINVIZ to road-test WhaleWisdom workflows without paying up front.

Need mobile access? GuruFocus, Quiver Quantitative, and TipRanks bring phone-ready workflows that WhaleWisdom lacks.

Round out your stack with new coverage areas like ETF Screeners, Top Analysts, Stock Comparison, and ETF Comparison.

Coverage Snapshot

Where alternatives already align

Most shared categories across the top matches.

Screeners×20Institutional Ownership×18Insider Data×17Alerts×16Stock Ideas×13APIs & Data Feeds×12Backtesting×9Sheets / Excel Add-ins×4

New angles introduced

Categories the alternatives add beyond WhaleWisdom.

News+17Data Visualizations+16Watchlist+16Calendar+15Financials+15Dividends+13Portfolio+11Valuation Models+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

9/20

9 alternatives bring native mobile access.

API availability

12/20

12 of the shortlisted tools expose API endpoints for automation-heavy workflows.

Quality checks

10 starred / 15 tested

10 tools are flagged as analyst picks; 15 have been hands-on tested.

Avg. coverage overlap

68%

Average percentage of categories shared with the base tool.

Free Alternatives FAQ

What are the best free alternatives to WhaleWisdom?

Start with GuruFocus, Quiver Quantitative, and FINVIZ 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 Ownership, Insider Data, Stock Ideas, Screeners, Backtesting, Alerts, APIs & Data Feeds, and Sheets / Excel Add-ins, so core WhaleWisdom workflows can move over without a paid upgrade.

What extra coverage do the free alternatives add?

ETF Screeners, Top Analysts, Stock Comparison, ETF Comparison, Data Visualizations, Quant, Correlation, Portfolio, Watchlist, US Government Trades, News, Calendar, Corporate Actions & Special Situations, IPO, Dividends, Splits, Macro Data, Yield Curves, Credit Ratings & Outlooks, Financials, Scores, Flags, Valuation Models, Improved Filings, Transcripts, Short Interest, Options, ETF Analysis, Fund Analysis, Analyst Forecasts, Analyst Ratings & Price Targets, AI Research, AI Chat, Broker Connectors, Education, Blogs, Videos, Forums, Newsletters, Custom Dashboards, Stock Handbook, Reddit, Which ETF includes this Stock?, Patents / USPTO, Dark Pool & Off-Exchange, Risk Metrics, Performance Attribution, Bulls Say Bear Say, News Sentiment, Guidance / Pre-announcements, Options P&L, Compounding Calculator, Retirement Calculator, Market Sentiment, Regulatory Filings Monitoring, CDS Spreads, Webhooks, Index Rebalancing, Position Sizing, Earnings Calls Sentiment, ESG Ratings, Paper Trading, Order Book / Level II, Factor Exposure, Management Performance, and Management Compensation 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, Sheets / Excel Add-ins, Backtesting, APIs & Data Feeds, Alerts, Institutional Ownership, and Insider Data remain strengths for WhaleWisdom. Keep it handy for those tasks or plan for a paid upgrade if they matter.

Keep Exploring

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Live AnalyticsSee what users are clicking, searching, and voting for across the site.

Research ToolsFind screeners, data platforms, portfolio trackers, and research tools.

Feedback

Missing an alternative, or is a listing out of date? Tell me and I will look.

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.