★ A CURATED DIRECTORY OF FINANCIAL TOOLS AND RESOURCES ★
VOL. XCIV, NO. 247
Stockcircle Review, Pricing, and Features
Stockcircle is a web app for following disclosed investor portfolios, guru transactions, insider trades, U.S. Congress trades, ETF holdings, valuation pages, screeners, alerts, and Pro-only AI earnings-call summaries. It is strongest for retail investors who want idea generation from reported holdings and public transaction disclosures without manually combing through filings. Pro unlocks fuller history, full screener access, instant notifications, stock picks, ad-free use, and AI summaries. The data is useful but inherently incomplete because SEC reporting rules do not require every holding or smaller transaction to be disclosed.
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Pricing
Free • From $99/yr · 3 plans
Free
Free access with feature limits and Pro upsells.
Pro
Unlocks full access features (instant notifications, smart screener, Pro-gated content).
Key features
- Track investment-guru holdings and transactions from SEC-reported Form 13F and insider Forms 3/4 data.
- Review holdings lists, transaction history, and estimated purchase prices based on the average stock price during the reporting period.
- Follow email notifications for newly reported transactions, with Pro positioned around instant notifications and non-Pro users receiving monthly recap email.
- Monitor U.S. House and Senate trade disclosures with filters, follow buttons for politicians, transaction dates, amount ranges, and price-at-trade context.
- Review insider trades from executives and directors with price-at-trade data and change since trade.
- Screen stocks by guru ownership, industry, market cap, beta, dividends, P/E, revenue and income changes, profit margin, and debt-to-equity, with full results gated to Pro.
- Open ETF pages with fund size, expense ratio, dividend yield, and holdings breakdowns with weights.
- Use stock pages for valuation and multiples, analyst target prices, and a DCF-based current fair value estimate.
- Access Pro-only AI earnings-call summaries and quarterly stock-pick content advertised from top-investor purchase activity.
- Treat Stockcircle as public-disclosure research, not complete portfolio truth, trade execution, tax accounting, personalized advice, or a direct substitute for reading source filings.
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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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!
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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.