★ BEST INVESTING TOOLS COMPARISON ★
VOL. XCIV, NO. 247
Tool comparison edition
Tool Comparison
AUM 13F vs Journalytic
AUM 13F
Best for institutional ownership and insider data
Free • From $29/mo
Journalytic
Best for notes & highlights and checklist
Free
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The verdict
The bottom line
AUM 13F simply does more: 6 categories to Journalytic's 3, including institutional ownership, insider data, and improved filings. Journalytic counters by being completely free. On paper they're closely matched, so let pricing, platform fit, and the details below break the tie.
Key differences at a glance
- Broader coverage
- AUM 13F6 vs 3 categories
- Beginner friendly
- Journalytic
- Free plan
- Both
Choose
AUM 13F if…
- You care about institutional ownership, insider data, and improved filings, things Journalytic doesn't offer
Choose
Journalytic if…
- You care about notes & highlights and checklist, things AUM 13F doesn't offer
- You're newer to investing and want something approachable
Comparison snapshot
| Attribute | ||
|---|---|---|
| Pricing & plans | ||
Starting price | Free • From $29/mo | Free |
Free tier | Yes | Yes |
Free trial | — | — |
Plan limits | Free: daily views: Limited (not disclosed) | — |
| Platforms & access | ||
Web app | Yes | Yes |
Mobile app | No | No |
API access | No | No |
| Audience & fit | ||
Experience level | Intermediate, Advanced | Beginner, Intermediate, Advanced |
Best for | Institutional Investors and Analysts | — |
Categories covered | 6 | 3 |
Regions | — | — |
| Data & capabilities | ||
Security | — | Encryption at rest and Encryption in transit |
| Try it | Visit AUM 13F | Visit Journalytic |
Standout features
What AUM 13F does best
- Analyze asset managers using public filings and drill into EDGAR, IAPD, and CAFR source data.
- Homepage remains active with current large-manager AUM rankings; examples observed in May 2026 include Vanguard Group ($10,246.6B), Fidelity Management & Research ($4,730.7B), BlackRock Fund Advisors ($3,535.4B), Capital Research and Management ($3,315.4B), and PIMCO ($2,990.2B).
- Filter/browse by fund type (Private Equity, Hedge Fund, Real Estate) plus tags, location, and AUM size.
- Firm pages aggregate AUM history, AUM breakdowns, and Form 13F holdings (with sector views) and link to EDGAR filings (e.g., 13F-HR, SC 13G, Forms D/3/4).
- Latest EDGAR filings feed with filing-type filters (e.g., Form D, 8-K, 10-Q, 10-K, insider forms).
What Journalytic does best
- Pricing: Journalytic is in an open beta period and is currently completely free (a future freemium model is mentioned).
- Investment journaling tool designed to record thoughts, track decisions, and surface feedback/blindspots in the investing process.
- Create “ideas” by referencing an asset with “$” in an entry; includes a stock database and supports custom ideas (real estate, private equity/VC, crypto), including manual custom-idea price updates.
- Journal Actions to add structure: record decisions, run checklists (including a checklist library + custom checklists), create self-contracts, make probabilistic predictions, and capture feelings.
- Idea dashboards include a price chart with journal entries displayed; “Decisions” and “All Actions” views overlay decisions and other actions (contracts/predictions/checklists/feelings).
Data & access details
| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFsHedge FundsPrivate FundsReal EstateFunds | StocksCryptosReal EstatePrivate Funds |
Experience | IntermediateAdvanced | BeginnerIntermediateAdvanced |
Target audience | Institutional InvestorsAnalysts | Not specified |
Coverage details | Identifiers: CIK, CUSIP, and Ticker | Not specified |
| Plans & trust | ||
Security & compliance | Not specified | Encryption at restEncryption in transit |
Vendor & support | Chen Software LLCSupport: Email | JournalyticCountry: United States |
Green tags are exclusive to that tool in this comparison.
Pricing breakdown
$29/mo
Starting price
Plans & pricing
- daily views: Limited (not disclosed)
Free
Lower starting price
Plans & pricing
Coverage overlap
Shared categories
1Where the two tools cover the same ground.
AUM 13F strengths
5What you only get with AUM 13F.
Journalytic strengths
2What you only get with Journalytic.
Community category leaders
Vote sentiment comparison
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Frequently Asked Questions
What's the difference between AUM 13F and Journalytic?
AUM 13F leans toward institutional ownership, insider data, and improved filings, while Journalytic puts more weight on notes & highlights, checklist, and data visualizations. They overlap in 1 categories, so for most people it comes down to workflow preference and price.
How much do AUM 13F and Journalytic cost?
Good news: both AUM 13F and Journalytic 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 Journalytic?
Journalytic 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 Journalytic?
It depends on what you're after. Pick AUM 13F if institutional ownership and insider data matter to you; go with Journalytic if you'd rather have notes & highlights and checklist. And if you only need the basics both share, let price decide.
What asset classes do AUM 13F and Journalytic cover?
Both cover stocks, private funds, and real estate. AUM 13F also handles ETFs, hedge funds, and funds. Journalytic adds cryptos 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.