★ BEST INVESTING TOOLS COMPARISON ★
VOL. XCIV, NO. 247
Tool comparison edition
Tool Comparison
AUM 13F vs Simply Wall St
Pick AUM 13F instead if
AUM 13F
Free • From $29/mo · Web
- You care about improved filings, something Simply Wall St doesn't offer
Start here
Simply Wall St
Free • Paid plans available · Web · Mobile
- You do a lot of your research from your phone
- You care about stock ideas, screeners, and portfolio, things AUM 13F doesn't offer
- You're newer to investing and want something approachable
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 Simply Wall St 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. Simply Wall St simply does more: 19 categories to AUM 13F's 6, including stock ideas, screeners, and portfolio, plus a mobile app. AUM 13F counters by keeping things simpler.
What readers say
AUM 13F
Vote once to reveal the community verdict.
Simply Wall St
Vote once to reveal the community verdict.
Key differences at a glance
- Mobile app
- Simply Wall St
- Broader coverage
- Simply Wall St19 vs 6 categories
- Asset coverage
- AUM 13FAdds hedge funds and private funds
- Beginner friendly
- Simply Wall St
- 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 • Paid plans available |
Free tier | Yes | Yes |
Free trial | — | — |
Plan limits | Free: daily views: Limited (not disclosed) | 13 limits: Free: company reports per month: 5, Free: portfolios: 1 +11 more |
| Platforms & access | ||
Web app | Yes | Yes |
Mobile app | No | Yes |
API access | No | No |
Broker sync | — | Yes |
Integrations | — | Plaid, SnapTrade +6 more |
| Audience & fit | ||
Experience level | Intermediate, Advanced | Beginner, Intermediate, Advanced |
Best for | Institutional Investors and Analysts | Retail Traders, Long-term Investors +3 more |
Categories covered | 6 | 19 |
Regions | — | North America, Europe, APAC, Africa |
| Data & capabilities | ||
Data quality | — | 5 signals: Latency: End of Day, Granularity: EOD +3 more |
Data partners | — | S&P Global Market Intelligence |
Capabilities | — | 6 signals: Universe builder, Broker sync +4 more |
Security | — | Encryption in transit |
| Try it | Visit AUM 13F | Visit Simply Wall St |
Where each one shines
What AUM 13F and Simply Wall St each do best.ShowHide
Where each one shines
What AUM 13F and Simply Wall St 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 Simply Wall St does best
- Research global stocks through visual company reports that summarize valuation, future growth, past performance, financial health, and dividends.
- Use the Snowflake report format to move from a high-level visual score into detailed sections, methodology notes, financials, risks, and supporting data.
- Find ideas through curated themes such as undervalued companies, dividend stocks, insider buying, sectors, industries, and thematic lists.
- Use the stock screener to filter by market, industry, value, growth, income, risk, and other fundamental metrics, with saved screeners and alerts on paid plans.
- Track portfolios with visual dashboards, portfolio Snowflake views, performance versus market, diversification, sector and region exposure, and holding-level fundamentals.
Every detail we compared
Every tracked attribute for AUM 13F and Simply Wall St, side by side.ShowHide
Every detail we compared
Every tracked attribute for AUM 13F and Simply Wall St, side by side.| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFsHedge FundsPrivate FundsReal EstateFunds | StocksETFsFunds |
Experience | IntermediateAdvanced | BeginnerIntermediateAdvanced |
Target audience | Institutional InvestorsAnalysts | Retail TradersLong-term InvestorsValue InvestorsGrowth InvestorsDividend Investors |
Regions | Not specified | North AmericaEuropeAPACAfrica |
Coverage details | Identifiers: CIK, CUSIP, and Ticker | Identifiers: Ticker |
| Data | ||
Data freshness | Not specified | End of Day |
Data granularity | Not specified | EOD |
Pricing sources | Not specified | Vendor |
Data partners | Not specified | S&P Global Market Intelligence |
| Access & integrations | ||
Import methods | Not specified | BrokerOAuthCSVManual |
Integrations | Not specified | PlaidSnapTradeRobinhoodFidelityInteractive BrokersCharles SchwabE*TRADEVanguard |
Export formats | Not specified | ExcelPDF |
| Plans & trust | ||
Security & compliance | Not specified | Encryption in transit |
Capability signals | Not specified | Universe builderBroker syncPortfolio attributionTax lotsMulti-currencyCost basis: FIFO |
Vendor & support | Chen Software LLCSupport: Email | Simply Wall Street Pty LtdCountry: AustraliaFounded 2014Support: 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 | Freedaily views: Limited (not disclosed) | Freecompany reports per month: 5 · portfolios: 1 · +3 more |
| Entry paid plan | $29/mo“Subscription” | Subscription“Premium”company reports per month: 30 · portfolios: 3 · +2 more |
| Top plan | — | Subscription“Unlimited”company reports per month: Unlimited · portfolios: 5 · +2 more |
Questions we keep getting
What's the difference between AUM 13F and Simply Wall St?
AUM 13F leans toward institutional ownership, insider data, and improved filings, while Simply Wall St puts more weight on stock ideas, screeners, and data visualizations. They overlap in 5 categories, so for most people it comes down to workflow preference and price.
How much do AUM 13F and Simply Wall St cost?
Good news: both AUM 13F and Simply Wall St 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 Simply Wall St?
Simply Wall St is the friendlier place to start; its interface takes less getting used to. Both work fine once you're past the basics.
Can I use AUM 13F or Simply Wall St on my phone?
Simply Wall St lists a dedicated mobile app, so it travels better. AUM 13F doesn't list a dedicated mobile app; its documented access is web.
Should I choose AUM 13F or Simply Wall St?
It depends on what you're after. Pick AUM 13F if improved filings matter to you; go with Simply Wall St 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 Simply Wall St cover?
Both cover stocks, ETFs, and funds. AUM 13F also handles hedge funds, private funds, and real estate.
Can I export data from AUM 13F and Simply Wall St?
Simply Wall St exports to Excel. AUM 13F is stingier about getting data out.
Which has a better stock screener: AUM 13F or Simply Wall St?
Simply Wall St 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 Simply Wall St?
Simply Wall St handles portfolio tracking. AUM 13F is really a research tool; you'd track your portfolio elsewhere.
Keep researching
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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.