Fiscal.ai overlaps on Screeners, Investor Holdings, and 13F and pushes into Stock Comparison and Data Visualizations with Yellowbrick Investing and is the quickest matchup to review first.
VOL. XCIV, NO. 247
★ FINANCIAL TOOLS & SERVICES DIRECTORY ★
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Wednesday, December 3, 2025
Matchup hub
Compare Yellowbrick Investing
Every head-to-head showdown featuring Yellowbrick Investing. Review coverage overlap, standout differentiators, and pricing context before you request demos.
Quick takeaways
Fiscal.ai, GuruFocus, and InsideArbitrage keep freemium tiers so you can benchmark Yellowbrick Investing without committing budget.
Yellowbrick Investing rivals most often add coverage in Watchlist, News, and Insider Data, so focus there when evaluating upgrades.
24
Matchups catalogued
21
Include free tiers
9
Offer mobile access
61%
Avg category overlap
Category heatmap
How Yellowbrick Investing 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.
- Screeners22
- Alerts18
- Institutional Data14
- 13F13
- Stock Ideas13
- Investor Holdings11
Where rivals add depth
Common coverage areas that comparison partners introduce beyond Yellowbrick Investing.
- Watchlist20
- News15
- Insider Data14
- Financials12
- Analyst Forecasts11
- Calendar11
Where Yellowbrick Investing stands alone
Categories that remain exclusive to Yellowbrick Investing across these matchups.
- Newsletters16
- Investor Holdings13
- 13F11
- Stock Ideas11
- Institutional Data10
- Alerts6
Matchups
Dive into the full comparison roster
Start with the closest overlaps, then branch into tools that push Yellowbrick Investing into new workflows.
Fiscal.ai
86% overlapEditor’s pick
Hands-on review
Fiscal.ai overlaps on Screeners, Investor Holdings, and 13F, adds Stock Comparison, Data Visualizations, and Portfolio coverage, keeps a free plan on the table while matching Yellowbrick Investing.
Shared categories
Fiscal.ai adds
- Stock Comparison
- Data Visualizations
- Portfolio
- Watchlist
Yellowbrick Investing keeps to itself
- Stock Ideas
Shared platforms
Web
Shared pricing
FreeSubscription
GuruFocus
71% overlapEditor’s pick
Hands-on review
GuruFocus overlaps on Stock Ideas, Screeners, and Investor Holdings, adds Stock Comparison, Portfolio, and Backtesting coverage, keeps a free plan on the table while matching Yellowbrick Investing.
Shared categories
GuruFocus adds
- Stock Comparison
- Portfolio
- Backtesting
- US Government Trades
Yellowbrick Investing keeps to itself
- Institutional Data
- Newsletters
Shared platforms
Web
Shared pricing
FreeSubscription
InsideArbitrage
71% overlapInsideArbitrage overlaps on Screeners, 13F, and Institutional Data, adds News, Calendar, and Acquisitions coverage, keeps a free plan on the table while matching Yellowbrick Investing.
Shared categories
InsideArbitrage adds
- News
- Calendar
- Acquisitions
- Spin-offs
Yellowbrick Investing keeps to itself
- Stock Ideas
- Investor Holdings
Shared platforms
Web
Shared pricing
FreeSubscription
Quiver Quantitative
71% overlapHands-on review
Quiver Quantitative overlaps on Screeners, Investor Holdings, and 13F, adds Watchlist, Backtesting, and US Government Trades coverage, keeps a free plan on the table while matching Yellowbrick Investing.
Shared categories
Quiver Quantitative adds
- Watchlist
- Backtesting
- US Government Trades
- News
Yellowbrick Investing keeps to itself
- Stock Ideas
- Newsletters
Shared platforms
Web
Shared pricing
FreeSubscription
BuySide Digest — Hedge Fund Letter Database
71% overlapBuySide Digest — Hedge Fund Letter Database overlaps on Stock Ideas, Investor Holdings, and 13F, adds News and Watchlist coverage, keeps a free plan on the table while matching Yellowbrick Investing.
Shared categories
BuySide Digest — Hedge Fund Letter Database adds
- News
- Watchlist
Yellowbrick Investing keeps to itself
- Screeners
- Institutional Data
Shared platforms
Web
Shared pricing
Free
SecForm4.Com
71% overlapSecForm4.Com overlaps on Screeners, Investor Holdings, and 13F, adds Insider Data, 13D/13G, and Watchlist coverage while matching Yellowbrick Investing.
Shared categories
SecForm4.Com adds
- Insider Data
- 13D/13G
- Watchlist
- Data Visualizations
Yellowbrick Investing keeps to itself
- Stock Ideas
- Newsletters
Shared platforms
Web
Shared pricing
Subscription
BamSEC
57% overlapEditor’s pick
Hands-on review
BamSEC overlaps on Screeners, 13F, and Institutional Data, adds Improved Filings, Diff View, and Transcripts coverage, keeps a free plan on the table while matching Yellowbrick Investing.
Shared categories
BamSEC adds
- Improved Filings
- Diff View
- Transcripts
- Financials
Yellowbrick Investing keeps to itself
- Stock Ideas
- Investor Holdings
- Newsletters
Shared platforms
Web
Shared pricing
FreeSubscription
Gainify
57% overlapGainify overlaps on Stock Ideas, Screeners, and 13F, adds Calendar, Financials, and Valuation Models coverage, keeps a free plan on the table while matching Yellowbrick Investing.
Shared categories
Gainify adds
- Calendar
- Financials
- Valuation Models
- Transcripts
Yellowbrick Investing keeps to itself
- Investor Holdings
- Alerts
- Newsletters
Shared platforms
Web
Shared pricing
FreeSubscription
HedgeFollow
57% overlapHedgeFollow overlaps on Screeners, Investor Holdings, and 13F, adds 13D/13G, Insider Data, and Data Visualizations coverage, keeps a free plan on the table while matching Yellowbrick Investing.
Shared categories
HedgeFollow adds
- 13D/13G
- Insider Data
- Data Visualizations
- Money Flow
Yellowbrick Investing keeps to itself
- Stock Ideas
- Alerts
- Newsletters
Shared platforms
Web
Shared pricing
FreeSubscription
Monexa
57% overlapMonexa overlaps on Screeners, Investor Holdings, and 13F, adds News, News Sentiment, and Calendar coverage, keeps a free plan on the table while matching Yellowbrick Investing.
Shared categories
Monexa adds
- News
- News Sentiment
- Calendar
- Financials
Yellowbrick Investing keeps to itself
- Stock Ideas
- Alerts
- Newsletters
Shared platforms
Web
Shared pricing
FreeSubscription
Simply Wall St
57% overlapEditor’s pick
Hands-on review
Simply Wall St overlaps on Stock Ideas, Screeners, and Institutional Data, adds Portfolio, Watchlist, and Financials coverage, keeps a free plan on the table while matching Yellowbrick Investing.
Shared categories
Simply Wall St adds
- Portfolio
- Watchlist
- Financials
- Valuation Models
Yellowbrick Investing keeps to itself
- Investor Holdings
- 13F
- Newsletters
Shared platforms
Web
Shared pricing
FreeSubscription
Smartkarma
57% overlapSmartkarma overlaps on Stock Ideas, Screeners, and Alerts, adds Watchlist, News, and Calendar coverage, keeps a free plan on the table while matching Yellowbrick Investing.
Shared categories
Smartkarma adds
- Watchlist
- News
- Calendar
- AI
Yellowbrick Investing keeps to itself
- Investor Holdings
- 13F
- Institutional Data
Shared platforms
Web
Shared pricing
FreeSubscription
Stock Unlock
57% overlapHands-on review
Stock Unlock overlaps on Screeners, Institutional Data, and Alerts, adds Data Visualizations, Stock Comparison, and ETF Overview coverage, keeps a free plan on the table while matching Yellowbrick Investing.
Shared categories
Stock Unlock adds
- Data Visualizations
- Stock Comparison
- ETF Overview
- ETF Holdings
Yellowbrick Investing keeps to itself
- Stock Ideas
- Investor Holdings
- 13F
Shared platforms
Web
Shared pricing
FreeSubscription
TipRanks
57% overlapEditor’s pick
Hands-on review
TipRanks overlaps on Stock Ideas, Screeners, and Institutional Data, adds Top Analysts, ETF Screeners, and Analyst Forecasts coverage, keeps a free plan on the table while matching Yellowbrick Investing.
Shared categories
TipRanks adds
- Top Analysts
- ETF Screeners
- Analyst Forecasts
- Analyst Recommendations
Yellowbrick Investing keeps to itself
- Investor Holdings
- 13F
- Newsletters
Shared platforms
Web
Shared pricing
FreeSubscription
Trendlyne
57% overlapHands-on review
Trendlyne overlaps on Screeners, Investor Holdings, and Institutional Data, adds Analyst Forecasts, Analyst Price Targets, and Analyst Recommendations coverage, keeps a free plan on the table while matching Yellowbrick Investing.
Shared categories
Trendlyne adds
- Analyst Forecasts
- Analyst Price Targets
- Analyst Recommendations
- Data Visualizations
Yellowbrick Investing keeps to itself
- Stock Ideas
- 13F
- Newsletters
Shared platforms
Web
Shared pricing
FreeSubscription
WhaleWisdom
100% overlapWhaleWisdom overlaps on Stock Ideas, Investor Holdings, and 13F, keeps a free plan on the table while matching Yellowbrick Investing.
Shared categories
Yellowbrick Investing keeps to itself
- Screeners
- Alerts
- Newsletters
Shared platforms
Web
Shared pricing
FreeSubscription
Finbox
57% overlapHands-on review
Finbox overlaps on Stock Ideas, Screeners, and Investor Holdings, adds Data Visualizations, Stock Comparison, and Watchlist coverage while matching Yellowbrick Investing.
Shared categories
Finbox adds
- Data Visualizations
- Stock Comparison
- Watchlist
- Financials
Yellowbrick Investing keeps to itself
- Institutional Data
- Alerts
- Newsletters
Shared platforms
Web
Shared pricing
Subscription
Stockopedia
57% overlapEditor’s pick
Hands-on review
Stockopedia overlaps on Stock Ideas, Screeners, and Alerts, adds Financials, Scores, and Checklist coverage while matching Yellowbrick Investing.
Shared categories
Stockopedia adds
- Financials
- Scores
- Checklist
- Data Visualizations
Yellowbrick Investing keeps to itself
- Investor Holdings
- 13F
- Institutional Data
Shared platforms
Web
Shared pricing
Subscription
Valuesider
67% overlapValuesider overlaps on Screeners, Investor Holdings, and 13F, adds News and Blogs coverage, keeps a free plan on the table while matching Yellowbrick Investing.
Shared categories
Valuesider adds
- News
- Blogs
Yellowbrick Investing keeps to itself
- Stock Ideas
- Alerts
- Newsletters
Shared platforms
Web
Shared pricing
Free
Prospero.ai
57% overlapProspero.ai overlaps on Stock Ideas, Screeners, and Alerts, adds ETF Screeners, Data Visualizations, and Options & Derivatives coverage, keeps a free plan on the table while matching Yellowbrick Investing.
Shared categories
Prospero.ai adds
- ETF Screeners
- Data Visualizations
- Options & Derivatives
- Watchlist
Yellowbrick Investing keeps to itself
- Investor Holdings
- 13F
- Institutional Data
Shared pricing
Free
Alpha Spread
43% overlapAlpha Spread overlaps on Stock Ideas, Screeners, and Alerts, adds Stock Comparison, Valuation Models, and Financials coverage, keeps a free plan on the table while matching Yellowbrick Investing.
Shared categories
Alpha Spread adds
- Stock Comparison
- Valuation Models
- Financials
- Transcripts
Yellowbrick Investing keeps to itself
- Investor Holdings
- 13F
- Institutional Data
- Newsletters
Shared platforms
Web
Shared pricing
FreeSubscription
Benzinga
43% overlapBenzinga overlaps on Screeners, Alerts, and Newsletters, adds News, Watchlist, and Calendar coverage, keeps a free plan on the table while matching Yellowbrick Investing.
Shared categories
Benzinga adds
- News
- Watchlist
- Calendar
- Data APIs
Yellowbrick Investing keeps to itself
- Stock Ideas
- Investor Holdings
- 13F
- Institutional Data
Shared platforms
Web
Shared pricing
FreeSubscription
ChartMill
43% overlapHands-on review
ChartMill overlaps on Stock Ideas, Screeners, and Alerts, adds Watchlist, News, and Calendar coverage, keeps a free plan on the table while matching Yellowbrick Investing.
Shared categories
ChartMill adds
- Watchlist
- News
- Calendar
- Data Visualizations
Yellowbrick Investing keeps to itself
- Investor Holdings
- 13F
- Institutional Data
- Newsletters
Shared platforms
Web
Shared pricing
FreeSubscription
Danelfin
43% overlapHands-on review
Danelfin overlaps on Stock Ideas, Screeners, and Alerts, adds Portfolio, Watchlist, and Scores coverage, keeps a free plan on the table while matching Yellowbrick Investing.
Shared categories
Danelfin adds
- Portfolio
- Watchlist
- Scores
- ETF Overview
Yellowbrick Investing keeps to itself
- Investor Holdings
- 13F
- Institutional Data
- Newsletters
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.