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
Sunday, December 7, 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, Fiscal.ai, and GuruFocus keep freemium tiers so you can benchmark WhaleWisdom without committing budget.
WhaleWisdom rivals most often add coverage in Screeners, Insider Data, and Watchlist, so focus there when evaluating upgrades.
24
Matchups catalogued
20
Include free tiers
5
Offer mobile access
64%
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 Data17
- Investor Holdings13
- Stock Ideas11
Where rivals add depth
Common coverage areas that comparison partners introduce beyond WhaleWisdom.
- Screeners18
- Insider Data17
- Watchlist16
- News15
- Alerts14
- Financials11
Where WhaleWisdom stands alone
Categories that remain exclusive to WhaleWisdom across these matchups.
- Stock Ideas13
- Investor Holdings11
- Institutional Data7
- 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% 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
Fiscal.ai
75% 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
WhaleWisdom keeps to itself
- Stock Ideas
Shared platforms
WebAPI
Shared pricing
FreeSubscription
GuruFocus
75% overlapEditor’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
WebAPI
Shared pricing
FreeSubscription
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
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 Investor Holdings, adds News, News Sentiment, and Calendar coverage, keeps a free plan on the table while matching WhaleWisdom.
Shared categories
Monexa adds
- News
- News Sentiment
- Calendar
- Financials
WhaleWisdom keeps to itself
- Stock Ideas
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
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
DATAROMA
75% overlapHands-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% overlapHands-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% 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
Valuesider
75% overlapValuesider overlaps on Institutional Data, 13F, and Investor Holdings, adds Screeners, News, and Blogs coverage, keeps a free plan on the table while matching WhaleWisdom.
Shared categories
Valuesider adds
- Screeners
- News
- Blogs
WhaleWisdom keeps to itself
- Stock Ideas
Shared platforms
Web
Shared pricing
Free
BamSEC
50% overlapEditor’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
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
- Acquisitions
WhaleWisdom keeps to itself
- Investor Holdings
- Stock Ideas
Shared platforms
Web
Shared pricing
FreeSubscription
InsiderScore (VerityData | InsiderScore)
50% overlapInsiderScore (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
WebAPI
Shared pricing
Subscription
Simply Wall St
50% overlapEditor’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
FreeSubscription
TipRanks
50% overlapEditor’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
FreeSubscription
Trendlyne
50% overlapHands-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
FreeSubscription
ValueSense
50% overlapValueSense overlaps on 13F and Stock Ideas, adds Screeners, Data Visualizations, and Quant coverage, keeps a free plan on the table while matching WhaleWisdom.
Shared categories
ValueSense adds
- Screeners
- Data Visualizations
- Quant
- Money Flow
WhaleWisdom keeps to itself
- Institutional Data
- Investor Holdings
Shared platforms
Web
Shared pricing
FreeSubscription
CapEdge
50% overlapEditor’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
Letters and Reviews
67% overlapLetters and Reviews overlaps on 13F and Stock Ideas, adds Blogs coverage, keeps a free plan on the table while matching WhaleWisdom.
Shared categories
Letters and Reviews adds
- Blogs
WhaleWisdom keeps to itself
- Institutional Data
- Investor Holdings
Shared platforms
Web
Shared pricing
Free
Strike.Market
50% overlapStrike.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
Alpha Spread
25% overlapAlpha Spread overlaps on Stock Ideas, adds Screeners, Stock Comparison, and Valuation Models coverage, keeps a free plan on the table while matching WhaleWisdom.
Shared categories
Alpha Spread adds
- Screeners
- Stock Comparison
- Valuation Models
- Financials
WhaleWisdom keeps to itself
- Institutional Data
- 13F
- Investor Holdings
Shared platforms
WebAPI
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.