★ BEST INVESTING TOOLS COMPARISON ★
VOL. XCIV, NO. 247
Tool comparison edition
Tool Comparison
AUM 13F vs Gainify
Pick AUM 13F instead if
AUM 13F
Free • From $29/mo · Web
- You care about improved filings, something Gainify doesn't offer
Start here
Gainify
Free • From $9.92/yr · Web
- You want the cheaper way in: plans start at $9.92/mo instead of $29/mo
- Delayed quotes won't cut it; you need real-time data
- You care about stock ideas, screeners, and stock comparison, things AUM 13F 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
AUM 13F and Gainify cover a lot of the same ground (5 shared categories, including institutional ownership, insider data, and watchlist), so for the basics you won't go far wrong with either. Gainify simply does more: 24 categories to AUM 13F's 6, including stock ideas, screeners, and stock comparison. AUM 13F counters by keeping things simpler.
What readers say
AUM 13F
Vote once to reveal the community verdict.
Gainify
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Key differences at a glance
- Cheaper paid plan
- Gainify$9.92/mo vs $29/mo
- Broader coverage
- Gainify24 vs 6 categories
- Real-time data
- Gainify
- Asset coverage
- AUM 13FAdds ETFs and hedge funds
- Beginner friendly
- Gainify
- 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 • From $29/mo | Free • From $9.92/yr |
Free tier | Yes | Yes |
Free trial | — | — |
Plan limits | Free: daily views: Limited (not disclosed) | 16 limits: Starter: ai chat queries: 10/month, Starter: watchlists: 1 +14 more |
| Platforms & access | ||
Web app | Yes | Yes |
Mobile app | No | No |
API access | No | No |
Broker sync | — | No |
| Audience & fit | ||
Experience level | Intermediate, Advanced | Beginner, Intermediate, Advanced |
Best for | Institutional Investors and Analysts | Retail Traders, Pro Retail +5 more |
Categories covered | 6 | 24 |
Regions | — | North America, Europe, APAC, LatAm, Middle East, Africa |
| Data & capabilities | ||
Data quality | — | 3 signals: Latency: Real-time and End of Day, Granularity: EOD +1 more |
Data partners | — | 3 partners: S&P Global Market Intelligence, Financial Modeling Prep +1 more |
Capabilities | — | 5 signals: Universe builder, Factors: Value, Quality, Momentum, and Growth +3 more |
Security | — | Encryption in transit |
| Try it | Visit AUM 13F | Visit Gainify |
Where each one shines
What AUM 13F and Gainify each do best.ShowHide
Where each one shines
What AUM 13F and Gainify each do best.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.
What Gainify does best
- Treat Gainify as discontinued historical context rather than a live product to buy; the current homepage says the service is closed and no longer available.
- Use the legacy profile to understand an AI stock analysis workflow that combined global screening, stock reports, AI chat, earnings recaps, charting, watchlists, and portfolio tracking.
- Review the historical screener concept: 1,000+ filters, broad global ticker coverage, S&P Global data references, custom output columns, and fast watchlist workflows.
- Compare legacy stock reports that bundled company snapshots, Wall Street estimates, valuation metrics, ownership, dividends, financial history, forecasts, ratings, AI earnings summaries, and transcripts.
- Study the Gainify Rating and Gainify Score as examples of explainable, multi-factor stock scoring for quality, value, growth, and related research dimensions.
Every detail we compared
Every tracked attribute for AUM 13F and Gainify, side by side.ShowHide
Every detail we compared
Every tracked attribute for AUM 13F and Gainify, side by side.| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFsHedge FundsPrivate FundsReal EstateFunds | Stocks |
Experience | IntermediateAdvanced | BeginnerIntermediateAdvanced |
Target audience | Institutional InvestorsAnalysts | Retail TradersPro RetailLong-term InvestorsValue InvestorsGrowth InvestorsDividend InvestorsAnalysts |
Regions | Not specified | North AmericaEuropeAPACLatAmMiddle EastAfrica |
Coverage details | Identifiers: CIK, CUSIP, and Ticker | Identifiers: Ticker |
| Data | ||
Data freshness | Not specified | Real-timeEnd of Day |
Data granularity | Not specified | EOD |
Pricing sources | Not specified | VendorModel |
Data partners | Not specified | S&P Global Market IntelligenceFinancial Modeling PrepProprietary Derived Data |
| Access & integrations | ||
Import methods | Not specified | Manual |
Export formats | Not specified | Image |
| Plans & trust | ||
Security & compliance | Not specified | Encryption in transit |
Capability signals | Not specified | Universe builderFactors: Value, Quality, Momentum, and GrowthPerformance attributionPortfolio attributionAI summaries: Transcripts |
Vendor & support | Chen Software LLCSupport: Email | GainifyCountry: LithuaniaFounded 2024Support: Email |
Curation ratings | Not specified | Methodology 3/5Reliability 3/5UX 4/5 |
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 | Freedaily views: Limited (not disclosed) | Free“Starter”ai chat queries: 10/month · watchlists: 1 · +2 more |
| Entry paid plan | $29/mo“Subscription” | $9.92/yr≈ $9.92/mo“Investor”billing: $14.99 monthly or $9.92/month billed yearly. · ai chat queries: 50/month · +4 more |
| Top plan | — | $26.99/yr≈ $26.99/mo“Gainer Pro”billing: $36.99 monthly or $26.99/month billed yearly. · ai chat queries: 500/month · +4 more |
Questions we keep getting
What's the difference between AUM 13F and Gainify?
AUM 13F leans toward institutional ownership, insider data, and improved filings, while Gainify puts more weight on stock ideas, screeners, and stock comparison. They overlap in 5 categories, so for most people it comes down to workflow preference and price.
How much do AUM 13F and Gainify cost?
Good news: both AUM 13F and Gainify have free plans, so you can run them side by side and only pay if you hit a wall.
Which is better for beginners: AUM 13F or Gainify?
Gainify is the friendlier place to start; its interface takes less getting used to. Both work fine once you're past the basics.
Should I choose AUM 13F or Gainify?
It depends on what you're after. Pick AUM 13F if improved filings matter to you; go with Gainify 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 AUM 13F and Gainify cover?
Both cover stocks. AUM 13F also handles ETFs, hedge funds, and private funds.
Does AUM 13F or Gainify have real-time data?
Gainify offers real-time data, which matters if you trade actively. AUM 13F runs on delayed or end-of-day data, which is perfectly fine for longer-term investors who don't live and die by the tick.
Which has a better stock screener: AUM 13F or Gainify?
Gainify has a stock screener for surfacing ideas; AUM 13F doesn't, and focuses its energy elsewhere.
Can I track my portfolio with AUM 13F or Gainify?
Gainify handles portfolio tracking. AUM 13F is really a research tool; you'd track your portfolio 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.