GuruFocus overlaps on Stock Ideas, Screeners, and Investor Holdings and pushes into Stock Comparison and Portfolio with Yellowbrick Investing and is the quickest matchup to review first.
VOL. XCIV, NO. 247
★ FINANCIAL TOOLS & SERVICES DIRECTORY ★
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Saturday, October 18, 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
GuruFocus, Quiver Quantitative, and BamSEC 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
11
Offer mobile access
55%
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.
- Screeners23
- Alerts19
- 13F11
- Institutional Data11
- Stock Ideas11
- Investor Holdings7
Where rivals add depth
Common coverage areas that comparison partners introduce beyond Yellowbrick Investing.
- Watchlist21
- News15
- Insider Data14
- Data Visualizations13
- Portfolio13
- Financials12
Where Yellowbrick Investing stands alone
Categories that remain exclusive to Yellowbrick Investing across these matchups.
- Investor Holdings17
- Newsletters17
- 13F13
- Institutional Data13
- Stock Ideas13
- Alerts5
Matchups
Dive into the full comparison roster
Start with the closest overlaps, then branch into tools that push Yellowbrick Investing into new workflows.
GuruFocus
71% overlap
Editor’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
Free
Subscription
Quiver Quantitative
71% overlap
Hands-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
Free
Subscription
SecForm4.Com
71% overlap
SecForm4.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% overlap
Editor’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
Free
Subscription
Fiscal.ai
57% overlap
Editor’s pick
Hands-on review
Fiscal.ai overlaps on Screeners, 13F, and Institutional Data, adds Data Visualizations, Stock Comparison, and Portfolio coverage, keeps a free plan on the table while matching Yellowbrick Investing.
Shared categories
Fiscal.ai adds
- Data Visualizations
- Stock Comparison
- Portfolio
- Watchlist
Yellowbrick Investing keeps to itself
- Stock Ideas
- Investor Holdings
- Newsletters
Shared platforms
Web
Shared pricing
Free
Subscription
HedgeFollow
57% overlap
HedgeFollow 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
Free
Subscription
Simply Wall St
57% overlap
Editor’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
Free
Subscription
Smartkarma
57% overlap
Smartkarma 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
Free
Subscription
Stock Unlock
57% overlap
Hands-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
Free
Subscription
TipRanks
57% overlap
Editor’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
Free
Subscription
Trendlyne
57% overlap
Hands-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
Free
Subscription
WhaleWisdom
100% overlap
WhaleWisdom 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
Free
Subscription
Finbox
57% overlap
Hands-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% overlap
Editor’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
Benzinga
43% overlap
Benzinga 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
Free
Subscription
ChartMill
43% overlap
Hands-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
Free
Subscription
Danelfin
43% overlap
Hands-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
Free
Subscription
Dividend.com
43% overlap
Hands-on review
Dividend.com overlaps on Stock Ideas, Screeners, and Newsletters, adds Calendar, Dividends, and News coverage, keeps a free plan on the table while matching Yellowbrick Investing.
Shared categories
Dividend.com adds
- Calendar
- Dividends
- News
- Watchlist
Yellowbrick Investing keeps to itself
- Investor Holdings
- 13F
- Institutional Data
- Alerts
Shared platforms
Web
Shared pricing
Free
Subscription
Earnings Whispers
43% overlap
Earnings Whispers overlaps on Stock Ideas, Screeners, and Newsletters, adds Calendar, News, and Market Sentiment coverage, keeps a free plan on the table while matching Yellowbrick Investing.
Shared categories
Earnings Whispers adds
- Calendar
- News
- Market Sentiment
- Watchlist
Yellowbrick Investing keeps to itself
- Investor Holdings
- 13F
- Institutional Data
- Alerts
Shared platforms
Web
Shared pricing
Free
Subscription
ETF Action
43% overlap
ETF Action overlaps on Screeners, 13F, and Alerts, adds ETF Overview, ETF Performance, and ETF Holdings coverage, keeps a free plan on the table while matching Yellowbrick Investing.
ETF Action adds
- ETF Overview
- ETF Performance
- ETF Holdings
- ETF Fundamentals
Yellowbrick Investing keeps to itself
- Stock Ideas
- Investor Holdings
- Institutional Data
- Newsletters
Shared platforms
Web
Shared pricing
Free
Subscription
Fintel
43% overlap
Fintel overlaps on Screeners, 13F, and Alerts, adds Short Interest, Insider Data, and 13D/13G coverage, keeps a free plan on the table while matching Yellowbrick Investing.
Fintel adds
- Short Interest
- Insider Data
- 13D/13G
- Which ETF includes this Stock?
Yellowbrick Investing keeps to itself
- Stock Ideas
- Investor Holdings
- Institutional Data
- Newsletters
Shared platforms
Web
Shared pricing
Free
Subscription
FINVIZ
43% overlap
Editor’s pick
Hands-on review
FINVIZ overlaps on Screeners, 13F, and Alerts, adds Data Visualizations, Portfolio, and Watchlist coverage, keeps a free plan on the table while matching Yellowbrick Investing.
FINVIZ adds
- Data Visualizations
- Portfolio
- Watchlist
- Backtesting
Yellowbrick Investing keeps to itself
- Stock Ideas
- Investor Holdings
- Institutional Data
- Newsletters
Shared platforms
Web
Shared pricing
Free
Subscription
MarketWatch
43% overlap
Hands-on review
MarketWatch overlaps on Screeners, Alerts, and Newsletters, adds News, Calendar, and Data Visualizations coverage, keeps a free plan on the table while matching Yellowbrick Investing.
Shared categories
MarketWatch adds
- News
- Calendar
- Data Visualizations
- Watchlist
Yellowbrick Investing keeps to itself
- Stock Ideas
- Investor Holdings
- 13F
- Institutional Data
Shared platforms
Web
Shared pricing
Free
Subscription
Screener.in
43% overlap
Hands-on review
Screener.in overlaps on Screeners, Institutional Data, and Alerts, adds Watchlist, Data Visualizations, and Financials coverage, keeps a free plan on the table while matching Yellowbrick Investing.
Shared categories
Screener.in adds
- Watchlist
- Data Visualizations
- Financials
- News
Yellowbrick Investing keeps to itself
- Stock Ideas
- Investor Holdings
- 13F
- Newsletters
Shared platforms
Web
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.