Yellowbrick Investing overlaps on Institutional Data, 13F, and Investor Holdings and pushes into Screeners and Alerts with WhaleWisdom and is the quickest matchup to review first.
VOL. XCIV, NO. 247
★ FINANCIAL TOOLS & SERVICES DIRECTORY ★
PRICE: 5 CENTS
Saturday, October 18, 2025
Matchup hub
Compare WhaleWisdom
Every head-to-head showdown featuring WhaleWisdom. Review coverage overlap, standout differentiators, and pricing context before you request demos.
Quick takeaways
Yellowbrick Investing, GuruFocus, and Quiver Quantitative keep freemium tiers so you can benchmark WhaleWisdom without committing budget.
WhaleWisdom rivals most often add coverage in Insider Data, Screeners, and Alerts, so focus there when evaluating upgrades.
24
Matchups catalogued
21
Include free tiers
7
Offer mobile access
49%
Avg category overlap
Category heatmap
How WhaleWisdom stacks up
Spot the coverage themes most often compared against this tool and where rivals extend or lag.
Shared battlegrounds
Categories that appear in the majority of head-to-head matchups.
- 13F20
- Institutional Data12
- Investor Holdings8
- Stock Ideas7
Where rivals add depth
Common coverage areas that comparison partners introduce beyond WhaleWisdom.
- Insider Data19
- Screeners18
- Alerts16
- Watchlist15
- Data APIs12
- Financials12
Where WhaleWisdom stands alone
Categories that remain exclusive to WhaleWisdom across these matchups.
- Stock Ideas17
- Investor Holdings16
- Institutional Data12
- 13F4
Matchups
Dive into the full comparison roster
Start with the closest overlaps, then branch into tools that push WhaleWisdom into new workflows.
Yellowbrick Investing
100% overlap
Yellowbrick Investing overlaps on Institutional Data, 13F, and Investor Holdings, adds Screeners, Alerts, and Newsletters coverage, keeps a free plan on the table while matching WhaleWisdom.
Shared categories
Yellowbrick Investing adds
- Screeners
- Alerts
- Newsletters
Shared platforms
Web
Shared pricing
Free
Subscription
GuruFocus
75% overlap
Editor’s pick
Hands-on review
GuruFocus overlaps on 13F, Investor Holdings, and Stock Ideas, adds Screeners, Stock Comparison, and Portfolio coverage, keeps a free plan on the table while matching WhaleWisdom.
Shared categories
GuruFocus adds
- Screeners
- Stock Comparison
- Portfolio
- Backtesting
WhaleWisdom keeps to itself
- Institutional Data
Shared platforms
Web
API
Shared pricing
Free
Subscription
Quiver Quantitative
75% overlap
Hands-on review
Quiver Quantitative overlaps on Institutional Data, 13F, and Investor Holdings, adds Screeners, Watchlist, and Backtesting coverage, keeps a free plan on the table while matching WhaleWisdom.
Shared categories
Quiver Quantitative adds
- Screeners
- Watchlist
- Backtesting
- US Government Trades
WhaleWisdom keeps to itself
- Stock Ideas
Shared platforms
Web
API
Shared pricing
Free
Subscription
HedgeFollow
75% overlap
HedgeFollow overlaps on Institutional Data, 13F, and Investor Holdings, adds 13D/13G, Insider Data, and Screeners coverage, keeps a free plan on the table while matching WhaleWisdom.
Shared categories
HedgeFollow adds
- 13D/13G
- Insider Data
- Screeners
- Data Visualizations
WhaleWisdom keeps to itself
- Stock Ideas
Shared platforms
Web
Shared pricing
Free
Subscription
DATAROMA
75% overlap
Hands-on review
DATAROMA overlaps on 13F, Investor Holdings, and Stock Ideas, adds Insider Data coverage, keeps a free plan on the table while matching WhaleWisdom.
Shared categories
DATAROMA adds
- Insider Data
WhaleWisdom keeps to itself
- Institutional Data
Shared platforms
Web
Shared pricing
Free
Finbox
75% overlap
Hands-on review
Finbox overlaps on 13F, Investor Holdings, and Stock Ideas, adds Screeners, Data Visualizations, and Stock Comparison coverage while matching WhaleWisdom.
Shared categories
Finbox adds
- Screeners
- Data Visualizations
- Stock Comparison
- Watchlist
WhaleWisdom keeps to itself
- Institutional Data
Shared platforms
Web
Shared pricing
Subscription
SecForm4.Com
75% overlap
SecForm4.Com overlaps on Institutional Data, 13F, and Investor Holdings, adds Insider Data, 13D/13G, and Watchlist coverage while matching WhaleWisdom.
Shared categories
SecForm4.Com adds
- Insider Data
- 13D/13G
- Watchlist
- Screeners
WhaleWisdom keeps to itself
- Stock Ideas
Shared platforms
Web
Shared pricing
Subscription
Fiscal.ai
50% overlap
Editor’s pick
Hands-on review
Fiscal.ai overlaps on Institutional Data and 13F, adds Screeners, Data Visualizations, and Stock Comparison coverage, keeps a free plan on the table while matching WhaleWisdom.
Shared categories
Fiscal.ai adds
- Screeners
- Data Visualizations
- Stock Comparison
- Portfolio
WhaleWisdom keeps to itself
- Investor Holdings
- Stock Ideas
Shared platforms
Web
API
Shared pricing
Free
Subscription
BamSEC
50% overlap
Editor’s pick
Hands-on review
BamSEC overlaps on Institutional Data and 13F, adds Screeners, Improved Filings, and Diff View coverage, keeps a free plan on the table while matching WhaleWisdom.
Shared categories
BamSEC adds
- Screeners
- Improved Filings
- Diff View
- Transcripts
WhaleWisdom keeps to itself
- Investor Holdings
- Stock Ideas
Shared platforms
Web
Shared pricing
Free
Subscription
InsiderScore (VerityData | InsiderScore)
50% overlap
InsiderScore (VerityData | InsiderScore) overlaps on Institutional Data and 13F, adds Insider Data, 13D/13G, and Buybacks & Authorizations coverage while matching WhaleWisdom.
Shared categories
InsiderScore (VerityData | InsiderScore) adds
- Insider Data
- 13D/13G
- Buybacks & Authorizations
- Secondary Offerings
WhaleWisdom keeps to itself
- Investor Holdings
- Stock Ideas
Shared platforms
Web
API
Shared pricing
Subscription
Simply Wall St
50% overlap
Editor’s pick
Hands-on review
Simply Wall St overlaps on Institutional Data and Stock Ideas, adds Screeners, Portfolio, and Watchlist coverage, keeps a free plan on the table while matching WhaleWisdom.
Shared categories
Simply Wall St adds
- Screeners
- Portfolio
- Watchlist
- Financials
WhaleWisdom keeps to itself
- 13F
- Investor Holdings
Shared platforms
Web
Shared pricing
Free
Subscription
TipRanks
50% overlap
Editor’s pick
Hands-on review
TipRanks overlaps on Institutional Data and Stock Ideas, adds Top Analysts, Screeners, and ETF Screeners coverage, keeps a free plan on the table while matching WhaleWisdom.
Shared categories
TipRanks adds
- Top Analysts
- Screeners
- ETF Screeners
- Analyst Forecasts
WhaleWisdom keeps to itself
- 13F
- Investor Holdings
Shared platforms
Web
Shared pricing
Free
Subscription
Trendlyne
50% overlap
Hands-on review
Trendlyne overlaps on Institutional Data and Investor Holdings, adds Screeners, Analyst Forecasts, and Analyst Price Targets coverage, keeps a free plan on the table while matching WhaleWisdom.
Shared categories
Trendlyne adds
- Screeners
- Analyst Forecasts
- Analyst Price Targets
- Analyst Recommendations
WhaleWisdom keeps to itself
- 13F
- Stock Ideas
Shared platforms
Web
Shared pricing
Free
Subscription
CapEdge
50% overlap
Editor’s pick
Hands-on review
CapEdge overlaps on Institutional Data and 13F, adds Improved Filings, Diff View, and Filing Sentiment coverage, keeps a free plan on the table while matching WhaleWisdom.
Shared categories
CapEdge adds
- Improved Filings
- Diff View
- Filing Sentiment
- Transcripts
WhaleWisdom keeps to itself
- Investor Holdings
- Stock Ideas
Shared platforms
Web
Shared pricing
Free
Strike.Market
50% overlap
Strike.Market overlaps on Institutional Data and 13F, adds Screeners, Watchlist, and Calendar coverage, keeps a free plan on the table while matching WhaleWisdom.
Shared categories
Strike.Market adds
- Screeners
- Watchlist
- Calendar
- News
WhaleWisdom keeps to itself
- Investor Holdings
- Stock Ideas
Shared platforms
Web
Shared pricing
Free
Business Quant
25% overlap
Business Quant overlaps on 13F, adds Screeners, Stock Comparison, and Data Visualizations coverage, keeps a free plan on the table while matching WhaleWisdom.
Shared categories
Business Quant adds
- Screeners
- Stock Comparison
- Data Visualizations
- Financials
WhaleWisdom keeps to itself
- Institutional Data
- Investor Holdings
- Stock Ideas
Shared platforms
Web
API
Shared pricing
Free
Subscription
Danelfin
25% overlap
Hands-on review
Danelfin overlaps on Stock Ideas, adds Screeners, Portfolio, and Watchlist coverage, keeps a free plan on the table while matching WhaleWisdom.
Shared categories
Danelfin adds
- Screeners
- Portfolio
- Watchlist
- Alerts
WhaleWisdom keeps to itself
- Institutional Data
- 13F
- Investor Holdings
Shared platforms
Web
API
Shared pricing
Free
Subscription
ETF Action
25% overlap
ETF Action overlaps on 13F, adds ETF Overview, ETF Performance, and ETF Holdings coverage, keeps a free plan on the table while matching WhaleWisdom.
Shared categories
ETF Action adds
- ETF Overview
- ETF Performance
- ETF Holdings
- ETF Fundamentals
WhaleWisdom keeps to itself
- Institutional Data
- Investor Holdings
- Stock Ideas
Shared platforms
Web
API
Shared pricing
Free
Subscription
Financial Modeling Prep (FMP)
25% overlap
Editor’s pick
Hands-on review
Financial Modeling Prep (FMP) overlaps on 13F, adds Data APIs, Financials, and ETF Holdings coverage, keeps a free plan on the table while matching WhaleWisdom.
Shared categories
Financial Modeling Prep (FMP) adds
- Data APIs
- Financials
- ETF Holdings
- Insider Data
WhaleWisdom keeps to itself
- Institutional Data
- Investor Holdings
- Stock Ideas
Shared platforms
Web
API
Shared pricing
Free
Subscription
Fintel
25% overlap
Fintel overlaps on 13F, adds Short Interest, Insider Data, and 13D/13G coverage, keeps a free plan on the table while matching WhaleWisdom.
Shared categories
Fintel adds
- Short Interest
- Insider Data
- 13D/13G
- Which ETF includes this Stock?
WhaleWisdom keeps to itself
- Institutional Data
- Investor Holdings
- Stock Ideas
Shared platforms
Web
API
Shared pricing
Free
Subscription
FINVIZ
25% overlap
Editor’s pick
Hands-on review
FINVIZ overlaps on 13F, adds Screeners, Data Visualizations, and Portfolio coverage, keeps a free plan on the table while matching WhaleWisdom.
Shared categories
FINVIZ adds
- Screeners
- Data Visualizations
- Portfolio
- Watchlist
WhaleWisdom keeps to itself
- Institutional Data
- Investor Holdings
- Stock Ideas
Shared platforms
Web
API
Shared pricing
Free
Subscription
MacroMicro
25% overlap
MacroMicro overlaps on 13F, adds Data Visualizations, ETF Screeners, and ETF Comparison coverage, keeps a free plan on the table while matching WhaleWisdom.
Shared categories
MacroMicro adds
- Data Visualizations
- ETF Screeners
- ETF Comparison
- Which ETF includes this Stock?
WhaleWisdom keeps to itself
- Institutional Data
- Investor Holdings
- Stock Ideas
Shared platforms
Web
API
Shared pricing
Free
Subscription
SEC API (sec-api.io)
25% overlap
Editor’s pick
Hands-on review
SEC API (sec-api.io) overlaps on 13F, adds Data APIs, Regulatory Filings Monitoring, and Insider Data coverage, keeps a free plan on the table while matching WhaleWisdom.
Shared categories
SEC API (sec-api.io) adds
- Data APIs
- Regulatory Filings Monitoring
- Insider Data
- 13D/13G
WhaleWisdom keeps to itself
- Institutional Data
- Investor Holdings
- Stock Ideas
Shared platforms
Web
API
Shared pricing
Free
Subscription
Unusual Whales
25% overlap
Editor’s pick
Hands-on review
Unusual Whales overlaps on 13F, adds Screeners, Options & Derivatives, and Portfolio coverage, keeps a free plan on the table while matching WhaleWisdom.
Shared categories
Unusual Whales adds
- Screeners
- Options & Derivatives
- Portfolio
- Paper Trading
WhaleWisdom keeps to itself
- Institutional Data
- Investor Holdings
- Stock Ideas
Shared platforms
Web
API
Shared pricing
Free
Subscription
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.