VOL. XCIV, NO. 247
★ BEST INVESTING TOOLS COMPARISON ★
NO ADVICE
Thursday, January 8, 2026
Tool Comparison
AUM 13F vs OptionCharts comparison
Compare pricing, supported platforms, categories, and standout capabilities to decide which tool fits your workflow.
Comparison highlights
- Tool score: the chart below shows community vote sentiment over the last 8 weeks. Use it as a signal, not a verdict.
- Overlap: both cover Watchlist, and Data Visualizations.
- Coverage tilt: AUM 13F has 5 categories you won't get in OptionCharts; OptionCharts has 5 unique categories.
Category leaders
- Screeners: OptionCharts is tagged for this workflow; AUM 13F has no category votes yet.
- Watchlist: not enough category votes yet to call a leader.
- Data Visualizations: not enough category votes yet to call a leader.
Vote sentiment comparison
Cumulative positive vote share. Loading fresh totals...
Side-by-side metrics
| Attribute | AUM 13F | OptionCharts |
|---|---|---|
Asset types Supported asset classes and universes | Stocks, ETFs, Hedge Funds, Private Funds, Real Estate, Funds | Options, Stocks, ETFs |
Experience levels Who each product is built for | Intermediate, Advanced | Beginner, Intermediate, Advanced |
Platforms Where you can access the product | Web | Web |
Pricing High-level pricing models | Free, Subscription | Free, Subscription |
Tested Verified by hands-on testing inside Find My Moat | Not yet | Not yet |
Editor pick Featured inside curated shortlists | Standard listing | Standard listing |
Coverage overlap
Shared categories
Categories where both tools offer overlapping coverage.
AUM 13F strengths
Categories covered by AUM 13F but not OptionCharts.
OptionCharts strengths
Categories covered by OptionCharts but not AUM 13F.
Frequently Asked Questions
Which workflows do AUM 13F and OptionCharts both support?
Both platforms cover Watchlist, and Data Visualizations workflows, so you can research those use cases in either tool before digging into the feature differences below.
Do AUM 13F and OptionCharts require subscriptions?
Both AUM 13F and OptionCharts keep freemium access with optional paid upgrades, so you can trial each platform before committing.
How can you access AUM 13F and OptionCharts?
Both AUM 13F and OptionCharts prioritize web or desktop access. Investors wanting a mobile-first workflow may need to rely on responsive web views.
What unique strengths set the two platforms apart?
AUM 13F differentiates itself with Analyze asset managers using public filings and drill into EDGAR, IAPD, and CAFR source data., Filter/browse by fund type (Private Equity, Hedge Fund, Real Estate) plus tags, location, and AUM size., and 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)., whereas OptionCharts stands out for Interactive Option Strategy Profit & Loss chart with multi‑leg templates (e.g., covered call, verticals, iron condor, calendar)., Per‑ticker chart library: volume, open interest, greeks (Δ, Γ, Θ, ν), implied vol skew, max pain, expected move, probability distribution., and Gamma Exposure (GEX) and Delta Exposure (DEX) visualizations..
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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.