VOL. XCIV, NO. 247

★ A CURATED DIRECTORY OF FINANCIAL TOOLS AND RESOURCES ★

PRICE: 0 CENTS

Saturday, January 17, 2026

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 overlaps on Stock Ideas, Screeners, and Investor Holdings and pushes into Stock Comparison and Data Visualizations with Yellowbrick Investing and is the quickest matchup to review first.

GuruFocus, Fiscal.ai, and TIKR keep freemium tiers so you can benchmark Yellowbrick Investing without committing budget.

Yellowbrick Investing rivals most often add coverage in Insider Data, Watchlist, and News, so focus there when evaluating upgrades.

24

Matchups catalogued

23

Include free tiers

8

Offer mobile access

69%

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
  • Alerts20
  • Institutional Data19
  • 13F17
  • Stock Ideas14
  • Investor Holdings12

Where rivals add depth

Common coverage areas that comparison partners introduce beyond Yellowbrick Investing.

  • Insider Data19
  • Watchlist19
  • News17
  • Data Visualizations15
  • Financials15
  • Calendar14

Where Yellowbrick Investing stands alone

Categories that remain exclusive to Yellowbrick Investing across these matchups.

  • Newsletters15
  • Investor Holdings12
  • Stock Ideas10
  • 13F7
  • Institutional Data5
  • Alerts4

Matchups

Dive into the full comparison roster

Start with the closest overlaps, then branch into tools that push Yellowbrick Investing into new workflows.

GuruFocus logo

GuruFocus

100% overlap

Editor’s pick

Hands-on review

GuruFocus overlaps on Stock Ideas, Screeners, and Investor Holdings, adds Stock Comparison, Data Visualizations, and Portfolio coverage, keeps a free plan on the table while matching Yellowbrick Investing.

GuruFocus adds

  • Stock Comparison
  • Data Visualizations
  • Portfolio
  • US Government Trades

Shared platforms

Web

Shared pricing

FreeSubscription
Fiscal.ai logo

Fiscal.ai

86% overlap

Editor’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.

Fiscal.ai adds

  • Stock Comparison
  • Data Visualizations
  • Portfolio
  • Watchlist

Yellowbrick Investing keeps to itself

  • Stock Ideas

Shared platforms

Web

Shared pricing

FreeSubscription
TIKR logo

TIKR

86% overlap

Editor’s pick

Hands-on review

TIKR overlaps on Stock Ideas, Screeners, and Investor Holdings, adds Data Visualizations, Stock Comparison, and Portfolio coverage, keeps a free plan on the table while matching Yellowbrick Investing.

TIKR adds

  • Data Visualizations
  • Stock Comparison
  • Portfolio
  • Watchlist

Yellowbrick Investing keeps to itself

  • Newsletters

Shared platforms

Web

Shared pricing

FreeSubscription
InsideArbitrage logo

InsideArbitrage

71% overlap

InsideArbitrage overlaps on Screeners, 13F, and Institutional Data, adds News, Calendar, and Special Situations coverage, keeps a free plan on the table while matching Yellowbrick Investing.

InsideArbitrage adds

  • News
  • Calendar
  • Special Situations
  • Acquisitions

Yellowbrick Investing keeps to itself

  • Stock Ideas
  • Investor Holdings

Shared platforms

Web

Shared pricing

FreeSubscription
Quiver Quantitative logo

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.

Quiver Quantitative adds

  • Watchlist
  • Backtesting
  • US Government Trades
  • News

Yellowbrick Investing keeps to itself

  • Stock Ideas
  • Newsletters

Shared platforms

Web

Shared pricing

FreeSubscription
Simply Wall St logo

Simply Wall St

71% overlap

Editor’s pick

Hands-on review

Simply Wall St overlaps on Stock Ideas, Screeners, and Institutional Data, adds Data Visualizations, Portfolio, and Watchlist coverage, keeps a free plan on the table while matching Yellowbrick Investing.

Simply Wall St adds

  • Data Visualizations
  • Portfolio
  • Watchlist
  • Financials

Yellowbrick Investing keeps to itself

  • Investor Holdings
  • 13F

Shared platforms

Web

Shared pricing

FreeSubscription
TipRanks logo

TipRanks

71% overlap

Editor’s pick

Hands-on review

TipRanks overlaps on Stock Ideas, Screeners, and 13F, adds Top Analysts, ETF Screeners, and Stock Comparison coverage, keeps a free plan on the table while matching Yellowbrick Investing.

TipRanks adds

  • Top Analysts
  • ETF Screeners
  • Stock Comparison
  • ETF Comparison

Yellowbrick Investing keeps to itself

  • Investor Holdings
  • Newsletters

Shared platforms

Web

Shared pricing

FreeSubscription
Value Sense logo

Value Sense

71% overlap

Value Sense overlaps on Stock Ideas, Screeners, and 13F, adds Backtesting, Stock Comparison, and Data Visualizations coverage, keeps a free plan on the table while matching Yellowbrick Investing.

Value Sense adds

  • Backtesting
  • Stock Comparison
  • Data Visualizations
  • Watchlist

Yellowbrick Investing keeps to itself

  • Investor Holdings
  • Newsletters

Shared platforms

Web

Shared pricing

FreeSubscription
BamSEC logo

BamSEC

71% overlap

Editor’s pick

Hands-on review

BamSEC overlaps on Stock Ideas, Screeners, and 13F, adds Improved Filings, Diff View, and Transcripts coverage, keeps a free plan on the table while matching Yellowbrick Investing.

BamSEC adds

  • Improved Filings
  • Diff View
  • Transcripts
  • Financials

Yellowbrick Investing keeps to itself

  • Investor Holdings
  • Newsletters

Shared platforms

Web

Shared pricing

FreeSubscription
Stockcircle logo

Stockcircle

71% overlap

Stockcircle overlaps on Stock Ideas, Screeners, and Investor Holdings, adds Insider Data, US Government Trades, and ETF Screeners coverage, keeps a free plan on the table while matching Yellowbrick Investing.

Stockcircle adds

  • Insider Data
  • US Government Trades
  • ETF Screeners
  • ETF Overview

Yellowbrick Investing keeps to itself

  • Institutional Data
  • Newsletters

Shared platforms

Web

Shared pricing

FreeSubscription
BuySide Digest - Hedge Fund Letter Database logo

BuySide Digest - Hedge Fund Letter Database

71% overlap

BuySide 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.

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 logo

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.

SecForm4.Com adds

  • Insider Data
  • 13D/13G
  • Watchlist
  • Data Visualizations

Yellowbrick Investing keeps to itself

  • Stock Ideas
  • Newsletters

Shared platforms

Web

Shared pricing

Subscription
CapEdge logo

CapEdge

71% overlap

Editor’s pick

Hands-on review

CapEdge overlaps on Screeners, Investor Holdings, and 13F, adds Stock Comparison, Data Visualizations, and Financials coverage, keeps a free plan on the table while matching Yellowbrick Investing.

CapEdge adds

  • Stock Comparison
  • Data Visualizations
  • Financials
  • Improved Filings

Yellowbrick Investing keeps to itself

  • Stock Ideas
  • Newsletters

Shared platforms

Web

Shared pricing

Free
ChartMill logo

ChartMill

57% overlap

Hands-on review

ChartMill overlaps on Stock Ideas, Screeners, and Institutional Data, adds Data Visualizations, Watchlist, and News coverage, keeps a free plan on the table while matching Yellowbrick Investing.

ChartMill adds

  • Data Visualizations
  • Watchlist
  • News
  • Calendar

Yellowbrick Investing keeps to itself

  • Investor Holdings
  • 13F
  • Newsletters

Shared platforms

Web

Shared pricing

FreeSubscription
FINVIZ logo

FINVIZ

57% overlap

Editor’s pick

Hands-on review

FINVIZ overlaps on Screeners, 13F, and Institutional Data, adds ETF Screeners, Stock Comparison, and Data Visualizations coverage, keeps a free plan on the table while matching Yellowbrick Investing.

FINVIZ adds

  • ETF Screeners
  • Stock Comparison
  • Data Visualizations
  • Portfolio

Yellowbrick Investing keeps to itself

  • Stock Ideas
  • Investor Holdings
  • Newsletters

Shared platforms

Web

Shared pricing

FreeSubscription
Gainify logo

Gainify

57% overlap

Gainify 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.

Gainify adds

  • Calendar
  • Financials
  • Valuation Models
  • Transcripts

Yellowbrick Investing keeps to itself

  • Investor Holdings
  • Alerts
  • Newsletters

Shared platforms

Web

Shared pricing

FreeSubscription
HedgeFollow logo

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.

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
MarketScreener logo

MarketScreener

57% overlap

MarketScreener overlaps on Stock Ideas, Screeners, and Alerts, adds News, Calendar, and Data Visualizations coverage, keeps a free plan on the table while matching Yellowbrick Investing.

MarketScreener adds

  • News
  • Calendar
  • Data Visualizations
  • Watchlist

Yellowbrick Investing keeps to itself

  • Investor Holdings
  • 13F
  • Institutional Data

Shared platforms

Web

Shared pricing

FreeSubscription
Monexa logo

Monexa

57% overlap

Monexa 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.

Monexa adds

  • News
  • News Sentiment
  • Calendar
  • Financials

Yellowbrick Investing keeps to itself

  • Stock Ideas
  • Alerts
  • Newsletters

Shared platforms

Web

Shared pricing

FreeSubscription
Smartkarma logo

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.

Smartkarma adds

  • Watchlist
  • News
  • Calendar
  • AI

Yellowbrick Investing keeps to itself

  • Investor Holdings
  • 13F
  • Institutional Data

Shared platforms

Web

Shared pricing

FreeSubscription
Stock Unlock logo

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.

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
Trendlyne logo

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.

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
Value Line logo

Value Line

57% overlap

Value Line overlaps on Stock Ideas, Screeners, and Alerts, adds Watchlist, Financials, and Scores coverage, keeps a free plan on the table while matching Yellowbrick Investing.

Value Line adds

  • Watchlist
  • Financials
  • Scores
  • Data Visualizations

Yellowbrick Investing keeps to itself

  • Investor Holdings
  • 13F
  • Institutional Data

Shared platforms

Web

Shared pricing

FreeSubscription
WhaleWisdom logo

WhaleWisdom

100% overlap

WhaleWisdom overlaps on Stock Ideas, Investor Holdings, and 13F, keeps a free plan on the table while matching Yellowbrick Investing.

Yellowbrick Investing keeps to itself

  • Screeners
  • Alerts
  • 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.