Tool Comparison
AUM 13F vs Simply Wall St
- Paid from
- $29/mo
- Free plan
- Yes
- Platforms
- Web
Best if
- You want improved filings.
- Paid from
- $10.95/mo
- Free plan
- Yes
- Platforms
- Web, Mobile
Best if
- You want the cheaper way in: plans start at $10.95/mo instead of $29/mo
- You do a lot of your research from your phone
- You want stock ideas, screeners, and portfolio.
Pick AUM 13F instead if
AUM 13F
Free • From $29/mo · Web
- You want improved filings.
Start here
Simply Wall St
Free • From $131.40/yr · Web · Mobile
- You want the cheaper way in: plans start at $10.95/mo instead of $29/mo
- You do a lot of your research from your phone
- You want stock ideas, screeners, and portfolio.
Skip both if: Neither one clicks with how you research; there are strong third options.
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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
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Simply Wall St
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Key differences at a glance
- Cheaper paid plan
- Simply Wall St$10.95/mo vs $29/mo
- Free trial
- Simply Wall St7 days
- Broader coverage
- Simply Wall St19 vs 6 categories
- Mobile app
- Simply Wall St
- Asset coverage
- AUM 13FAdds hedge funds and private funds
- Beginner friendly
- Simply Wall St
What AUM 13F does best
- Research coverage for asset managers using public filing sources such as EDGAR, IAPD, and CAFR-linked records.
- Browsing access to large-manager AUM rankings, firm profiles, AUM history, AUM breakdowns, and manager-level holdings context.
- Filters for managers by fund type, tags, location, AUM size, and related public-filing attributes.
- Direct access to firm pages that combine AUM data, Form 13F holdings, sector views, and links to underlying filing documents.
- 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
- Visual reports cover valuation, future growth, past performance, financial health, and dividends for stocks in more than 90 markets.
- Snowflake reports link a five-part visual score to detailed sections, financials, risks, methodology, and source data.
- Curated lists cover undervalued companies, dividend stocks, insider buying, sectors, industries, and investment themes.
- The screener filters by market, industry, value, growth, income, risk, and other fundamental measures.
- Portfolio dashboards show market-relative performance, diversification, sector and region exposure, and holding fundamentals.
Side by side
Pricing comparison
See for yourself
Side by side
Price, platforms, data, and market coverage.ShowHide
Side by side
| Attribute | ||
|---|---|---|
| Pricing & plans | ||
Starting price | Free • From $29/mo | Free • From $131.40/yr |
Free tier | Yes | Yes |
Free trial | — | 7 days |
Plan limits | Free: daily views: Limited (not disclosed) | 9 limits: Free: company reports per month: 5, Free: portfolios: 1 +7 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 at rest and Encryption in transit |
| Try it | Visit AUM 13F | Visit Simply Wall St |
Standout features
The best features of AUM 13F and Simply Wall St.ShowHide
Standout features
What AUM 13F does best
- Research coverage for asset managers using public filing sources such as EDGAR, IAPD, and CAFR-linked records.
- Browsing access to large-manager AUM rankings, firm profiles, AUM history, AUM breakdowns, and manager-level holdings context.
- Filters for managers by fund type, tags, location, AUM size, and related public-filing attributes.
- Direct access to firm pages that combine AUM data, Form 13F holdings, sector views, and links to underlying filing documents.
- 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
- Visual reports cover valuation, future growth, past performance, financial health, and dividends for stocks in more than 90 markets.
- Snowflake reports link a five-part visual score to detailed sections, financials, risks, methodology, and source data.
- Curated lists cover undervalued companies, dividend stocks, insider buying, sectors, industries, and investment themes.
- The screener filters by market, industry, value, growth, income, risk, and other fundamental measures.
- Portfolio dashboards show market-relative performance, diversification, sector and region exposure, and holding fundamentals.
All details
Every attribute we track for AUM 13F and Simply Wall St.ShowHide
All details
| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFsHedge FundsPrivate FundsReal EstateFunds | StocksETFs |
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 at restEncryption 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.
Pricing
Plans, billing, free trials, and monthly prices.ShowHide
Pricing
| Tier | ||
|---|---|---|
| Free plan | Freedaily views: Limited (not disclosed) | Freecompany reports per month: 5 · portfolios: 1 · +1 more |
| Entry paid plan | $29/mo“Subscription” | $131.40/yr≈ $10.95/mo“Premium”company reports per month: 30 · portfolios: 3 · +1 more |
| Top plan | — | $258/yr≈ $21.50/mo“Unlimited”company reports per month: Unlimited · portfolios: Unlimited · +1 more |
| Free trial | — | 7 days |
Alternatives
Free alternatives
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 and ETFs. 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.
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