VOL. XCIV, NO. 247
A CURATED DIRECTORY OF FINANCIAL TOOLS AND RESOURCES
Stockcircle Review, Pricing, and Features
Stockcircle
Stockcircle combines company data with institutional holdings, insider transactions, and U.S. Congress disclosures. It is a research site, not a broker, portfolio-accounting system, or professional data terminal.
Best for
- Retail investors following institutional portfolios, insider trades, or Congress disclosures.
- Researchers who want holdings, valuation, screening, and alerts in one site.
- Investors using disclosed transactions to generate ideas without working from raw filings.
Watch out
- Stockcircle itself notes that smaller transactions and holdings do not need to be reported to the SEC and are not published.
- Full trade history, full screener results, instant notifications, stock picks, and AI earnings summaries are Pro-gated.
Community votes (overall)
No votes yet. Be the first to rate this tool.
Pricing
Free • From $99/yr · 2 plans
Free
Free access with limits on history, screening, and alerts.
Pro
Adds full history, screening, instant alerts, and Pro research content.
Key features
- Track institutional holdings from Form 13F filings and insider transactions from Forms 3 and 4.
- Review reported holdings, transaction history, and estimated purchase prices based on average prices during the reporting period.
- Receive a monthly recap on the free plan or instant transaction notifications with Pro.
- Filter U.S. House and Senate disclosures by politician, date, amount range, and other fields.
- Review executive and director transactions with the reported price and subsequent price change.
- Screen stocks by ownership, industry, market cap, beta, dividends, valuation, growth, margins, and leverage. Complete results require Pro.
- View ETF size, expense ratio, dividend yield, holdings, and weights.
- Review valuation multiples, analyst targets, and a DCF estimate on stock pages.
- Access AI earnings-call summaries and quarterly stock picks with Pro.
- Public disclosures can omit positions and report them after a delay. Stockcircle does not execute trades or provide tax accounting.
Data partners
Site footer attribution as a data source.
Site footer attribution for treasury data.
Site footer attribution for logos.
FAQ
Is Stockcircle free?
Not entirely. Stockcircle includes a free tier, but its paid subscription options unlock more capacity. Visit the vendor site for current limits and pricing.
Who is Stockcircle best for?
Stockcircle is built for Retail Traders, Pro Retail, and Long-term Investors. It suits beginner and intermediate users.
What platforms and connections does Stockcircle support?
You can use Stockcircle on Web.
Which markets does Stockcircle cover?
It tracks Stocks, ETFs, Bonds, and Other. Identifiers include Ticker.
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Information
Who runs this
I'm Jera Value, and I write every record here myself. I'm an independent investor who likes code and value investing, and I keep these notes because I use the tools for my own research. When a page is wrong, I fix it and say so.
- Tools
- 369
- Categories
- 120
- Tested
- 85
- Starred
- 38
How this site is funded
Some provider links pay me a commission. It costs you nothing. Sponsors can buy the ad slots marked as such. Neither moves a tool up the rankings or earns it a star. Your votes set the order, and I fix errors for free.
- Affiliate links
- Disclosed
- Sponsors
- Labeled
- Corrections
- Free
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.