★ BEST INVESTING TOOLS COMPARISON ★
VOL. XCIV, NO. 247
Tool comparison edition
Tool Comparison
13F Insight vs WhaleWisdom
Pick 13F Insight if
13F Insight
Free • Contact for pricing · Web · API
- You care about data visualizations, watchlist, and regulatory filings monitoring, things WhaleWisdom doesn't offer
- You're a long-term investor who cares more about fundamentals than headlines
Pick WhaleWisdom if
WhaleWisdom
Free • From $300/yr · Web · API · Desktop
- You care about stock ideas, screeners, and backtesting, things 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 WhaleWisdom cover a lot of the same ground (3 shared categories, institutional ownership, alerts, and insider data), so for the basics you won't go far wrong with either. The real difference is focus: only 13F Insight gives you data visualizations and watchlist, and only WhaleWisdom gives you stock ideas and screeners.
What readers say
13F Insight
Vote once to reveal the community verdict.
WhaleWisdom
Vote once to reveal the community verdict.
Key differences at a glance
- Asset coverage
- WhaleWisdomAdds closed-end funds
- Desktop app
- WhaleWisdom
- 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 $300/yr |
Free tier | Yes | Yes |
Free trial | — | — |
Plan limits | 3 limits: Free: watchlist items: 5, Standard: watchlist items: 20 +1 more | — |
| Platforms & access | ||
Web app | Yes | Yes |
Desktop app | No | Yes |
Mobile app | No | No |
API access | Yes | Yes |
Integrations | — | WhaleWisdom Excel Add-in, Microsoft Office Store add-in +1 more |
| Audience & fit | ||
Experience level | Beginner, Intermediate, Advanced | Beginner, Intermediate, Advanced |
Best for | Retail Traders, Pro Retail +3 more | — |
Categories covered | 10 | 8 |
Regions | North America | North America |
| Data & capabilities | ||
Capabilities | AI summaries: Filings | — |
Security | Encryption in transit | Data residency: US |
| Try it | Visit 13F Insight | Visit WhaleWisdom |
Where each one shines
What 13F Insight and WhaleWisdom each do best.ShowHide
Where each one shines
What 13F Insight and WhaleWisdom 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 WhaleWisdom does best
- Track SEC filing datasets including 13F reports, Schedule 13D/G events, Form 4 insider transactions, Form D, Form 144, N-CEN, and Form ADV tools.
- Follow hedge funds, institutional filers, stock holders, filer groups, and stock watchlists from a dedicated holdings research workflow.
- Review 13F history back to Q1 2001 on paid plans, while free access focuses on recent history and smaller limits.
- Use WhaleIndex, WhaleScore, WhaleTrader, Combined Holdings, and insider backtesting features on eligible paid plans.
- Export holdings and dashboard data through CSV, Excel, JSON, and the WhaleWisdom Excel Add-in depending on plan.
Every detail we compared
Every tracked attribute for 13F Insight and WhaleWisdom, side by side.ShowHide
Every detail we compared
Every tracked attribute for 13F Insight and WhaleWisdom, side by side.| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFsOptionsBonds | StocksETFsClosed-End FundsBondsOptions |
Experience | BeginnerIntermediateAdvanced | BeginnerIntermediateAdvanced |
Target audience | Retail TradersPro RetailValue InvestorsGrowth InvestorsAnalysts | Not specified |
Regions | North America | North America |
Coverage details | Countries: USIdentifiers: Ticker, CUSIP, and CIK | Countries: USIdentifiers: Ticker, CUSIP, and CIK |
| Access & integrations | ||
API protocols | Not specified | REST |
API auth & delivery | Not specified | Auth: APIKey20 req/minDocs |
Integrations | Not specified | WhaleWisdom Excel Add-inMicrosoft Office Store add-inNightly FTP bulk files for Enterprise |
Export formats | Not specified | CSVExcelJSON |
| Plans & trust | ||
Security & compliance | Encryption in transit | Data residency: US |
Capability signals | AI summaries: Filings | Not specified |
Vendor & support | 13F InsightSupport: Email | WhaleWisdom, LLCCountry: United StatesSupport: Email |
Curation ratings | Not specified | Methodology 3/5Reliability 3/5UX 3/5 |
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 | Free |
| Entry paid plan | Subscription“Standard”watchlist items: 20 | $300/yr≈ $25/mo“Standard Annual” |
| Tier 2 | Subscription“Pro”watchlist items: 100 | $90/qtr“Standard Quarterly” |
| Tier 3 | — | $500/yr≈ $41.67/mo“Pro Annual” |
| Tier 4 | — | $150/qtr“Pro Quarterly” |
| Top plan | — | Subscription“Enterprise” |
| Custom / enterprise | Contact sales“Enterprise” | — |
Questions we keep getting
What's the difference between 13F Insight and WhaleWisdom?
13F Insight leans toward data visualizations, watchlist, and institutional ownership, while WhaleWisdom puts more weight on institutional ownership, insider data, and stock ideas. They overlap in 3 categories, so for most people it comes down to workflow preference and price.
How much do 13F Insight and WhaleWisdom cost?
Good news: both 13F Insight and WhaleWisdom have free plans, so you can run them side by side and only pay if you hit a wall.
Do 13F Insight and WhaleWisdom have APIs?
Yes, both offer API access, so developers and quants can pull data programmatically or wire up their own integrations.
Should I choose 13F Insight or WhaleWisdom?
It depends on what you're after. Pick 13F Insight if data visualizations and watchlist matter to you; go with WhaleWisdom if you'd rather have stock ideas and screeners. And if you only need the basics both share, let price decide.
What asset classes do 13F Insight and WhaleWisdom cover?
Both cover stocks, ETFs, options, and bonds. WhaleWisdom adds closed-end funds on top.
Can I export data from 13F Insight and WhaleWisdom?
WhaleWisdom exports to CSV and Excel. 13F Insight is stingier about getting data out.
Which has a better stock screener: 13F Insight or WhaleWisdom?
WhaleWisdom has a stock screener for surfacing ideas; 13F Insight doesn't, and focuses its energy elsewhere.
Keep researching
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Feedback
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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.