VOL. XCIV, NO. 247
★ FINANCIAL TOOLS & SERVICES DIRECTORY ★
PRICE: 5 CENTS
Thursday, September 25, 2025
Top Institutional Data Tools for Investing
Community-ranked institutional data software ordered by net upvotes with starred picks breaking close calls.
Every entry here is part of our living directory of institutional data software for investors, traders, and analysts. We surface tools that earn consistent upvotes from the community, highlight trusted platforms we’ve personally vetted, and track popularity shifts so research, screening, and execution workflows stay current. Use this page to compare pricing tiers, platforms, and capabilities side by side, then dive into individual reviews for deeper due diligence.
Explore more tools
Use this shortlist to zero in on the institutional data standouts, then pop over to the Find My Moat home page for curated collections, AI-guided discovery, and deep comparison filters across more than 205 investing tools. It’s the quickest way to shape a modern research, screening, and execution stack without getting lost in tabs.
Ranked tools
- 1
A free research platform for US markets that combines filings, transcripts, ownership dashboards, IPO tracking, and ETF exposure tools. Users can set up near real-time filing alerts, search with advanced operators, and export results to CSV/Excel. CapEdge also connects to Deal Roadshow for access to IPO roadshows. There’s no public API; all functionality is delivered through the web app.
Pricing: FreePlatforms: WebCategories: Improved Filings • Diff View • Filing Sentiment • Transcripts • Insider Data • Institutional Data • 13D/13G • 13F • Which ETF includes this Stock? • News • Alerts • Calendar • IPO • Secondary Offerings • Financials
- 2
A global equities and funds data platform enhanced with AI-driven summaries and Copilot tools. Features range from screeners and dashboards to analyst estimates, ownership datasets, and filings. Plans are gated by data history, AI prompt limits, event counts, and export access. Enterprise unlocks click-through auditability into source filings and U.S. as-reported views, with exports rolling out internationally. The API provides fundamentals, KPIs, and delayed pricing. SOC 2 Type II certified with a public status page.
Pricing: Free, SubscriptionPlatforms: Web, Mobile, APICategories: Screeners • Data Visualizations • Stock Comparison • Portfolio • Watchlist • Alerts • Calendar • Dividends • Splits • Financials • Transcripts • ETF Overview • ETF Holdings • ETF Performance • Analyst Forecasts • Analyst Recommendations • Analyst Price Targets • Insider Data • Institutional Data • 13F • Valuation Models • Data APIs
- 3
Equity research and portfolio tracker built around visual stock reports and a proprietary “Snowflake” score. Uses S&P Global Market Intelligence data, with end-of-day pricing and intraday fundamentals/ownership refresh. Premium and Unlimited plans add broker linking (Plaid/SnapTrade), daily sync, more reports, and portfolio/screener limits. Unlimited members also get full Excel/CSV/PDF exports.
Pricing: Free, SubscriptionPlatforms: Web, MobileCategories: Stock Ideas • Screeners • Portfolio • Watchlist • Financials • Valuation Models • Scores • Analyst Forecasts • Analyst Price Targets • Insider Data • Institutional Data • Alerts • News • Dividend • Broker Connectors
- 4
A US-focused insider trading and ownership tracking service with real-time alerts, institutional dashboards, and specialized screeners. Plans gate access to features: Advanced allows up to 100 watchlist alerts, while Pro unlocks unlimited alerts, user-defined triggers, and daily CSV downloads. Several modules (insider screener, dividend screener, buy/sell ratios) are Pro-only. Both tiers include a 7-day free trial.
Pricing: SubscriptionPlatforms: WebCategories: Insider Data • 13D/13G • 13F • Institutional Data • Investor Holdings • Watchlist • Screeners • Data Visualizations • Money Flow • Alerts • Dividend
- 5
Aggregates stock pitches and hedge fund holdings into a searchable platform. The free tier gives access to delayed ideas and limited data, while Premium unlocks real-time investor feeds, professional fund portfolios, enhanced filters, investor return stats, and the live Yellowbrick Premium Portfolio with trade alerts. A separate “CEO Watcher Premium” subscription tracks insider activity.
Pricing: Free, SubscriptionPlatforms: WebCategories: Stock Ideas • Screeners • Investor Holdings • 13F • Institutional Data • Alerts • Newsletters
- 6
A focused research platform for SEC filings and transcripts. The Pro plan adds powerful tools like document search, Excel table downloads, redlines, transcripts, and all-company screening with alerts. Enterprise subscribers get consolidated invoicing, usage reporting, and priority support.
Pricing: Free, SubscriptionPlatforms: WebCategories: Screeners • Improved Filings • Diff View • Transcripts • Financials • Insider Data • Institutional Data • 13F • Alerts
- 7
TipRanks is a retail research platform built around analyst rankings, Smart Score ratings, and screening tools. It offers forecasts, portfolios, alerts, and alternative datasets like insider activity and website traffic. Free users get basic access, while Premium and Ultimate tiers add deeper analytics, longer history, Excel/CSV exports, and broker-connected trading via TradeStation.
Pricing: Free, SubscriptionPlatforms: Web, MobileCategories: Top Analysts • Screeners • ETF Screeners • Stock Ideas • Analyst Forecasts • Analyst Recommendations • Analyst Price Targets • Scores • Financials • Flags • App & Website Traffic • Insider Data • Institutional Data • Which ETF includes this Stock? • ETF Overview • ETF Holdings • ETF Performance • ETF Comparison • News • News Sentiment • Alerts • Calendar • Portfolio • Watchlist • Stock Comparison
- 8
Institutional‑grade datasets and research on insider transactions (Form 4), stock buybacks/authorizations, management changes, and institutional holdings (13F/13D/13G). InsiderScore is now part of Verity’s VerityData suite. Delivery via web platform, REST API, and multiple production feeds (point‑in‑time variants available).
Pricing: SubscriptionPlatforms: Web, APICategories: Insider Data • Institutional Data • 13F • 13D/13G • Buybacks & Authorizations • Secondary Offerings • Alerts • Data APIs • Watchlist • Flags
- 9
Financial data vendor offering flexible dataset-level subscriptions and bulk one-time downloads. Real-time options require OPRA licensing, though a lighter 'OptionsEdge' product avoids that complexity. Data is delivered via REST, WebSocket, CSV, or integrations like Snowflake, S3, and FTP.
Pricing: Subscription, One-timePlatforms: Web, APICategories: Data APIs • Options & Derivatives • News • Financials • ETF Holdings • Institutional Data • Dividends • Splits • Analyst Forecasts • Analyst Recommendations • Analyst Price Targets
- 10
Premium unlocks stock screeners, alerts, backtesters for Congress and institutional trades, strategy dashboards, Smart Score/Bull–Bear ratings, customizable watchlists, early access to news/videos, and data export samples. Copytrading is available through partner Quantbase. Premium runs $25/month or $300/year with a free trial (7 days on monthly, 30 days on annual). The Quiver API is sold separately under tiered plans (Hobbyist, Trader, Institution).
Pricing: Free, SubscriptionPlatforms: Web, Mobile, APICategories: Screeners • Watchlist • Backtesting • US Government Trades • Investor Holdings • News • Alerts • Reddit • Data APIs • Splits • Insider Data • Institutional Data • Which ETF includes this Stock? • 13F • ETF Holdings • Patents / USPTO • Dark Pool & Off-Exchange
Information
About Me
Hey! Thanks for stopping by. I'm an independent investor with a soft spot for coding and the stock market - especially value investing (as you can probably tell from the tools I've collected here, haha). Hopefully you'll find something useful or interesting along the way.
Find me here:
- Twitter / X: @Jera_Value
- Substack: Jera Value
Got questions or suggestions? I'm all ears!
Missing a Tool?
Discovered a gem I don't have here yet? Drop the link below and I'll check it out ASAP. Tagging me on X works too! Can't wait to see what you've found!
Starred Tools
These are my top picks. Tools I've tested thoroughly and found to be excellent. They do their job really well, and I use them a lot. If you're not already familiar with them, I highly recommend checking them out.
Tested Tools
These are tools I've tried and found to be solid, but not standout. Think of them as passing an initial quality screen: worth exploring, though not all will be exceptional.
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.