Fiscal.ai overlaps on Institutional Data, 13F, and Investor Holdings and pushes into Screeners and Stock Comparison with WhaleWisdom and is the quickest matchup to review first.
VOL. XCIV, NO. 247
★ A CURATED DIRECTORY OF FINANCIAL TOOLS AND RESOURCES ★
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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
Fiscal.ai, GuruFocus, and TIKR keep freemium tiers so you can benchmark WhaleWisdom without committing budget.
WhaleWisdom rivals most often add coverage in Screeners, Insider Data, and News, so focus there when evaluating upgrades.
24
Matchups catalogued
22
Include free tiers
4
Offer mobile access
73%
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.
- 13F21
- Institutional Data20
- Stock Ideas15
- Investor Holdings14
Where rivals add depth
Common coverage areas that comparison partners introduce beyond WhaleWisdom.
- Screeners21
- Insider Data19
- News16
- Alerts15
- Financials15
- Watchlist14
Where WhaleWisdom stands alone
Categories that remain exclusive to WhaleWisdom across these matchups.
- Investor Holdings10
- Stock Ideas9
- Institutional Data4
- 13F3
Matchups
Dive into the full comparison roster
Start with the closest overlaps, then branch into tools that push WhaleWisdom into new workflows.
Fiscal.ai
100% overlapEditor’s pick
Hands-on review
Fiscal.ai overlaps on Institutional Data, 13F, and Investor Holdings, adds Screeners, Stock Comparison, and Data Visualizations coverage, keeps a free plan on the table while matching WhaleWisdom.
Shared categories
Fiscal.ai adds
- Screeners
- Stock Comparison
- Data Visualizations
- Portfolio
Shared platforms
WebAPI
Shared pricing
FreeSubscription
GuruFocus
100% overlapEditor’s pick
Hands-on review
GuruFocus overlaps on Institutional Data, 13F, and Investor Holdings, adds Screeners, Stock Comparison, and Data Visualizations coverage, keeps a free plan on the table while matching WhaleWisdom.
Shared categories
GuruFocus adds
- Screeners
- Stock Comparison
- Data Visualizations
- Portfolio
Shared platforms
WebAPI
Shared pricing
FreeSubscription
TIKR
100% overlapEditor’s pick
Hands-on review
TIKR overlaps on Institutional Data, 13F, and Investor Holdings, adds Screeners, Data Visualizations, and Stock Comparison coverage, keeps a free plan on the table while matching WhaleWisdom.
Shared categories
TIKR adds
- Screeners
- Data Visualizations
- Stock Comparison
- Portfolio
Shared platforms
Web
Shared pricing
FreeSubscription
Yellowbrick Investing
100% overlapYellowbrick 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
FreeSubscription
DATAROMA
100% overlapHands-on review
DATAROMA overlaps on Institutional Data, 13F, and Investor Holdings, adds Insider Data coverage, keeps a free plan on the table while matching WhaleWisdom.
Shared categories
DATAROMA adds
- Insider Data
Shared platforms
Web
Shared pricing
Free
Quiver Quantitative
75% overlapHands-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
WebAPI
Shared pricing
FreeSubscription
TipRanks
75% overlapEditor’s pick
Hands-on review
TipRanks overlaps on Institutional Data, 13F, 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
- Stock Comparison
WhaleWisdom keeps to itself
- Investor Holdings
Shared platforms
WebAPI
Shared pricing
FreeSubscription
Gainify
75% overlapGainify overlaps on Institutional Data, 13F, and Stock Ideas, adds Screeners, Calendar, and Financials coverage, keeps a free plan on the table while matching WhaleWisdom.
Shared categories
Gainify adds
- Screeners
- Calendar
- Financials
- Valuation Models
WhaleWisdom keeps to itself
- Investor Holdings
Shared platforms
Web
Shared pricing
FreeSubscription
HedgeFollow
75% overlapHedgeFollow 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
FreeSubscription
Monexa
75% overlapMonexa overlaps on Institutional Data, 13F, and Stock Ideas, adds Screeners, News, and Calendar coverage, keeps a free plan on the table while matching WhaleWisdom.
Shared categories
Monexa adds
- Screeners
- News
- Calendar
- Financials
WhaleWisdom keeps to itself
- Investor Holdings
Shared platforms
Web
Shared pricing
FreeSubscription
Value Sense
75% overlapValue Sense overlaps on Institutional Data, 13F, and Stock Ideas, adds Screeners, Backtesting, and Stock Comparison coverage, keeps a free plan on the table while matching WhaleWisdom.
Shared categories
Value Sense adds
- Screeners
- Backtesting
- Stock Comparison
- Data Visualizations
WhaleWisdom keeps to itself
- Investor Holdings
Shared platforms
Web
Shared pricing
FreeSubscription
Wall St. Rank
75% overlapWall St. Rank overlaps on Institutional Data, 13F, and Investor Holdings, adds Analyst Price Targets, Analyst Recommendations, and Analyst Forecasts coverage while matching WhaleWisdom.
Shared categories
Wall St. Rank adds
- Analyst Price Targets
- Analyst Recommendations
- Analyst Forecasts
- News
WhaleWisdom keeps to itself
- Stock Ideas
Shared platforms
WebAPI
Shared pricing
Subscription
BamSEC
75% overlapEditor’s pick
Hands-on review
BamSEC overlaps on Institutional Data, 13F, and Stock Ideas, 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
Shared platforms
Web
Shared pricing
FreeSubscription
Stockcircle
75% overlapStockcircle overlaps on 13F, Investor Holdings, and Stock Ideas, adds Insider Data, US Government Trades, and Screeners coverage, keeps a free plan on the table while matching WhaleWisdom.
Shared categories
Stockcircle adds
- Insider Data
- US Government Trades
- Screeners
- ETF Screeners
WhaleWisdom keeps to itself
- Institutional Data
Shared platforms
Web
Shared pricing
FreeSubscription
BuySide Digest - Hedge Fund Letter Database
75% overlapBuySide Digest - Hedge Fund Letter Database overlaps on 13F, Investor Holdings, and Stock Ideas, adds News, Newsletters, and Watchlist coverage, keeps a free plan on the table while matching WhaleWisdom.
Shared categories
BuySide Digest - Hedge Fund Letter Database adds
- News
- Newsletters
- Watchlist
- Alerts
WhaleWisdom keeps to itself
- Institutional Data
Shared platforms
Web
Shared pricing
Free
SecForm4.Com
75% overlapSecForm4.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
CapEdge
75% overlapEditor’s pick
Hands-on review
CapEdge overlaps on Institutional Data, 13F, and Investor Holdings, adds Screeners, Stock Comparison, and Data Visualizations coverage, keeps a free plan on the table while matching WhaleWisdom.
Shared categories
CapEdge adds
- Screeners
- Stock Comparison
- Data Visualizations
- Financials
WhaleWisdom keeps to itself
- Stock Ideas
Shared platforms
Web
Shared pricing
Free
Börsdata
50% overlapBörsdata overlaps on Investor Holdings and Stock Ideas, adds Screeners, Data Visualizations, and Index Rebalancing coverage, keeps a free plan on the table while matching WhaleWisdom.
Shared categories
Börsdata adds
- Screeners
- Data Visualizations
- Index Rebalancing
- Watchlist
WhaleWisdom keeps to itself
- Institutional Data
- 13F
Shared platforms
WebAPI
Shared pricing
FreeSubscription
Financial Modeling Prep (FMP)
50% overlapHands-on review
Financial Modeling Prep (FMP) overlaps on Institutional Data and 13F, adds Screeners, Data APIs, and News coverage, keeps a free plan on the table while matching WhaleWisdom.
Shared categories
Financial Modeling Prep (FMP) adds
- Screeners
- Data APIs
- News
- Calendar
WhaleWisdom keeps to itself
- Investor Holdings
- Stock Ideas
Shared platforms
WebAPI
Shared pricing
FreeSubscription
Financial Datasets
50% overlapFinancial Datasets overlaps on Institutional Data and 13F, adds Data APIs, APIs & SDKs, and Financials coverage, keeps a free plan on the table while matching WhaleWisdom.
Shared categories
Financial Datasets adds
- Data APIs
- APIs & SDKs
- Financials
- Screeners
WhaleWisdom keeps to itself
- Investor Holdings
- Stock Ideas
Shared platforms
WebAPI
Shared pricing
FreeSubscription
ChartMill
50% overlapHands-on review
ChartMill overlaps on Institutional Data and Stock Ideas, adds Screeners, Data Visualizations, and Watchlist coverage, keeps a free plan on the table while matching WhaleWisdom.
Shared categories
ChartMill adds
- Screeners
- Data Visualizations
- Watchlist
- Alerts
WhaleWisdom keeps to itself
- 13F
- Investor Holdings
Shared platforms
Web
Shared pricing
FreeSubscription
Finbox
50% overlapHands-on review
Finbox overlaps on Investor Holdings and Stock Ideas, adds Screeners, Stock Comparison, and Data Visualizations coverage, keeps a free plan on the table while matching WhaleWisdom.
Shared categories
Finbox adds
- Screeners
- Stock Comparison
- Data Visualizations
- Watchlist
WhaleWisdom keeps to itself
- Institutional Data
- 13F
Shared platforms
Web
Shared pricing
FreeSubscription
FINVIZ
50% overlapEditor’s pick
Hands-on review
FINVIZ overlaps on Institutional Data and 13F, adds Screeners, ETF Screeners, and Stock Comparison coverage, keeps a free plan on the table while matching WhaleWisdom.
Shared categories
FINVIZ adds
- Screeners
- ETF Screeners
- Stock Comparison
- Data Visualizations
WhaleWisdom keeps to itself
- Investor Holdings
- Stock Ideas
Shared platforms
Web
Shared pricing
FreeSubscription
InsideArbitrage
50% overlapInsideArbitrage overlaps on Institutional Data and 13F, adds News, Alerts, and Calendar coverage, keeps a free plan on the table while matching WhaleWisdom.
Shared categories
InsideArbitrage adds
- News
- Alerts
- Calendar
- Special Situations
WhaleWisdom keeps to itself
- Investor Holdings
- Stock Ideas
Shared platforms
Web
Shared pricing
FreeSubscription
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.