★ BEST INVESTING TOOLS COMPARISON ★
VOL. XCIV, NO. 247
Tool comparison edition
Tool Comparison
13F Insight vs AUM 13F
Start here
13F Insight
Free • Contact for pricing · Web · API
- You want an API so you can script or automate things
- You care about regulatory filings monitoring, news, and AI research, things AUM 13F doesn't offer
- You're newer to investing and want something approachable
Pick AUM 13F instead if
AUM 13F
Free • From $29/mo · Web
- You care about improved filings, something 13F Insight doesn't offer
Skip both if: Neither one clicks with how you research; there are strong third options.
See alternativesOutbound links may include affiliate or sponsor codes.
Our take
The bottom line
13F Insight and AUM 13F cover a lot of the same ground (5 shared categories, including data visualizations, watchlist, and institutional ownership), so for the basics you won't go far wrong with either. 13F Insight simply does more: 10 categories to AUM 13F's 6, including regulatory filings monitoring, news, and AI research. AUM 13F counters by keeping things simpler.
What readers say
13F Insight
Vote once to reveal the community verdict.
AUM 13F
Vote once to reveal the community verdict.
Key differences at a glance
- API access
- 13F Insight
- Broader coverage
- 13F Insight10 vs 6 categories
- Beginner friendly
- 13F Insight
- Free plan
- Both
See for yourself
How they stack up
The side-by-side table: pricing, platforms, data, and coverage at a glance.ShowHide
How they stack up
The side-by-side table: pricing, platforms, data, and coverage at a glance.| Attribute | ||
|---|---|---|
| Pricing & plans | ||
Starting price | Free • Contact for pricing | Free • From $29/mo |
Free tier | Yes | Yes |
Free trial | — | — |
Plan limits | 3 limits: Free: watchlist items: 5, Standard: watchlist items: 20 +1 more | Free: daily views: Limited (not disclosed) |
| Platforms & access | ||
Web app | Yes | Yes |
Mobile app | No | No |
API access | Yes | No |
| Audience & fit | ||
Experience level | Beginner, Intermediate, Advanced | Intermediate, Advanced |
Best for | Retail Traders, Pro Retail +3 more | Institutional Investors and Analysts |
Categories covered | 10 | 6 |
Regions | North America | — |
| Data & capabilities | ||
Capabilities | AI summaries: Filings | — |
Security | Encryption in transit | — |
| Try it | Visit 13F Insight | Visit AUM 13F |
Where each one shines
What 13F Insight and AUM 13F each do best.ShowHide
Where each one shines
What 13F Insight and AUM 13F each do best.What 13F Insight does best
- Track institutional 13F holdings, Form 4 insider transactions, and 13D/G beneficial ownership reports from one filing-focused workspace.
- Research more than 30,000 institutional filers with indexed filing history, AUM context, current holdings, and position-change views.
- Use the AI Agent on filer, stock, and insider pages to ask plain-English questions over real SEC filings with sourced citations.
- Review AI-generated filing summaries, position-change analysis, and unusual-activity alerts as a starting point for research.
- Build filer and stock watchlists, with free and paid tiers setting different watchlist limits.
What AUM 13F does best
- Research asset managers using public filing sources such as EDGAR, IAPD, and CAFR-linked records.
- Browse large-manager AUM rankings, firm profiles, AUM history, AUM breakdowns, and manager-level holdings context.
- Filter managers by fund type, tags, location, AUM size, and related public-filing attributes.
- Open firm pages that combine AUM data, Form 13F holdings, sector views, and links to underlying filing documents.
- Use the latest EDGAR filings feed with filing-type filters for 13F, Form D, 8-K, 10-Q, 10-K, insider forms, and other disclosures.
Every detail we compared
Every tracked attribute for 13F Insight and AUM 13F, side by side.ShowHide
Every detail we compared
Every tracked attribute for 13F Insight and AUM 13F, side by side.| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFsOptionsBonds | StocksETFsHedge FundsPrivate FundsReal EstateFunds |
Experience | BeginnerIntermediateAdvanced | IntermediateAdvanced |
Target audience | Retail TradersPro RetailValue InvestorsGrowth InvestorsAnalysts | Institutional InvestorsAnalysts |
Regions | North America | Not specified |
Coverage details | Countries: USIdentifiers: Ticker, CUSIP, and CIK | Identifiers: CIK, CUSIP, and Ticker |
| Plans & trust | ||
Security & compliance | Encryption in transit | Not specified |
Capability signals | AI summaries: Filings | Not specified |
Vendor & support | 13F InsightSupport: Email | Chen Software LLCSupport: Email |
Green tags are exclusive to that tool in this comparison.
What you'll actually pay
Plans, billing, trials, and per-month pricing for both tools.ShowHide
What you'll actually pay
Plans, billing, trials, and per-month pricing for both tools.| Tier | ||
|---|---|---|
| Free plan | Freewatchlist items: 5 | Freedaily views: Limited (not disclosed) |
| Entry paid plan | Subscription“Standard”watchlist items: 20 | $29/mo“Subscription” |
| Top plan | Subscription“Pro”watchlist items: 100 | — |
| Custom / enterprise | Contact sales“Enterprise” | — |
Questions we keep getting
What's the difference between 13F Insight and AUM 13F?
13F Insight leans toward data visualizations, watchlist, and institutional ownership, while AUM 13F puts more weight on institutional ownership, insider data, and improved filings. They overlap in 5 categories, so for most people it comes down to workflow preference and price.
How much do 13F Insight and AUM 13F cost?
Good news: both 13F Insight and AUM 13F have free plans, so you can run them side by side and only pay if you hit a wall.
Which is better for beginners: 13F Insight or AUM 13F?
13F Insight is the friendlier place to start; its interface takes less getting used to. Both work fine once you're past the basics.
Does 13F Insight or AUM 13F have an API?
13F Insight has an API for programmatic access and custom integrations. AUM 13F doesn't, so you're working through its interface.
Should I choose 13F Insight or AUM 13F?
It depends on what you're after. Pick 13F Insight if regulatory filings monitoring and news matter to you; go with AUM 13F if you'd rather have improved filings. And if you only need the basics both share, let price decide.
What asset classes do 13F Insight and AUM 13F cover?
Both cover stocks and ETFs. 13F Insight also handles options and bonds. AUM 13F adds hedge funds, private funds, and real estate on top.
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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.