Tool Comparison
AUM 13F vs Stock Analysis
- Paid from
- $29/mo
- Free plan
- Yes
- Platforms
- Web
Best if
- You want institutional ownership and insider data.
- Paid from
- $6.58/mo
- Free plan
- Yes
- Platforms
- Web, Mobile
Best if
- You want the cheaper way in: plans start at $6.58/mo instead of $29/mo
- Delayed quotes won't cut it; you need real-time data
- You do a lot of your research from your phone
Use code JERA
Pick AUM 13F instead if
AUM 13F
Free • From $29/mo · Web
- You want institutional ownership and insider data.
Start here
Stock Analysis
Free • From $79/yr · Web · Mobile
- You want the cheaper way in: plans start at $6.58/mo instead of $29/mo
- Delayed quotes won't cut it; you need real-time data
- You do a lot of your research from your phone
Use code JERA
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 Stock Analysis cover a lot of the same ground (4 shared categories, including improved filings, watchlist, and alerts), so for the basics you won't go far wrong with either. Stock Analysis simply does more: 32 categories to AUM 13F's 6, including stock ideas, screeners, and ETF screeners, plus a mobile app. AUM 13F counters by keeping things simpler.
What readers say
AUM 13F
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Stock Analysis
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Key differences at a glance
- Cheaper paid plan
- Stock Analysis$6.58/mo vs $29/mo
- Broader coverage
- Stock Analysis32 vs 6 categories
- Mobile app
- Stock Analysis
- Real-time data
- Stock Analysis
- Beginner friendly
- Stock Analysis
- Free plan
- Both
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 Stock Analysis does best
- Research coverage for 130,000+ global stocks and funds, including stocks, ETFs, mutual funds, closed-end funds, indexes, IPOs, preferred shares, and other listed symbols.
- Market research entry points: news, press releases, trending stocks, indexes, heatmaps, pre-market movers, after-hours movers, IPO news, and broad market activity pages.
- Screening for ideas with stock, ETF, IPO, and mutual-fund screeners that support country and exchange filters, indicators, watchlist actions, table views, and paid saved-screen workflows.
- Direct access to ticker pages with quote data, company profiles, financial statements, ratios, statistics, business metrics, dividends, price history, charts, news, related symbols, downloadable tables, and data-source context.
- Tracking event-driven research with earnings calendars, IPO calendars, IPO statistics, dividend calendars, listings, delistings, splits, symbol changes, spin-offs, bankruptcies, acquisitions, and historical corporate actions.
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 $79/yr |
Free tier | Yes | Yes |
Free trial | — | — |
Plan limits | Free: daily views: Limited (not disclosed) | 14 limits: Free: ads: Yes, Free: exports: Limited compared with Pro/Unlimited +12 more |
| Platforms & access | ||
Web app | Yes | Yes |
Mobile app | No | Yes |
API access | No | No |
Broker sync | — | Yes |
Integrations | — | Brokerage account sync, Google Sheets export +3 more |
| Audience & fit | ||
Experience level | Intermediate, Advanced | Beginner, Intermediate, Advanced |
Best for | Institutional Investors and Analysts | Retail Traders, Pro Retail +8 more |
Categories covered | 6 | 32 |
Regions | — | North America, Europe, APAC, LatAm, Middle East, Africa |
| Data & capabilities | ||
Data quality | — | 6 signals: Latency: Streaming, Real-time, 15-min Delayed, and End of Day, Granularity: Minute and EOD +4 more |
Data partners | — | 10 partners: Fiscal.ai, S&P Global Market Intelligence +8 more |
Capabilities | — | 4 signals: Universe builder, Factors: Value, Quality, Momentum, Growth, and Size +2 more |
| Try it | Visit AUM 13F | Visit Stock Analysis |
Standout features
The best features of AUM 13F and Stock Analysis.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 Stock Analysis does best
- Research coverage for 130,000+ global stocks and funds, including stocks, ETFs, mutual funds, closed-end funds, indexes, IPOs, preferred shares, and other listed symbols.
- Market research entry points: news, press releases, trending stocks, indexes, heatmaps, pre-market movers, after-hours movers, IPO news, and broad market activity pages.
- Screening for ideas with stock, ETF, IPO, and mutual-fund screeners that support country and exchange filters, indicators, watchlist actions, table views, and paid saved-screen workflows.
- Direct access to ticker pages with quote data, company profiles, financial statements, ratios, statistics, business metrics, dividends, price history, charts, news, related symbols, downloadable tables, and data-source context.
- Tracking event-driven research with earnings calendars, IPO calendars, IPO statistics, dividend calendars, listings, delistings, splits, symbol changes, spin-offs, bankruptcies, acquisitions, and historical corporate actions.
All details
Every attribute we track for AUM 13F and Stock Analysis.ShowHide
All details
| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFsHedge FundsPrivate FundsReal EstateFunds | StocksETFsMutual FundsClosed-End FundsFundsOther |
Experience | IntermediateAdvanced | BeginnerIntermediateAdvanced |
Target audience | Institutional InvestorsAnalysts | Retail TradersPro RetailLong-term InvestorsValue InvestorsGrowth InvestorsDividend InvestorsIndex/Passive InvestorsSwing Traders+2 more |
Regions | Not specified | North AmericaEuropeAPACLatAmMiddle EastAfrica |
Coverage details | Identifiers: CIK, CUSIP, and Ticker | Identifiers: Ticker, CIK, ISIN, and CUSIP |
| Data | ||
Data freshness | Not specified | StreamingReal-time15-min DelayedEnd of Day |
Data granularity | Not specified | MinuteEOD |
Pricing sources | Not specified | ExchangeVendor |
Data partners | Not specified | Fiscal.aiS&P Global Market IntelligenceNasdaq Data LinkFinancial Modeling PrepCboeNasdaq / NYSEBenzingaFinnhub+2 more |
| Access & integrations | ||
Import methods | Not specified | ManualCSVBrokerOAuth |
Integrations | Not specified | Brokerage account syncGoogle Sheets exportApple App StoreGoogle PlayPaddle |
Export formats | Not specified | CSVExcel |
| Plans & trust | ||
Capability signals | Not specified | Universe builderFactors: Value, Quality, Momentum, Growth, and SizeBroker syncMulti-currency |
Vendor & support | Chen Software LLCSupport: Email | Vefir ehf.Country: IcelandFounded 2019Support: 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) | Freeads: Yes · exports: Limited compared with Pro/Unlimited · +2 more |
| Entry paid plan | $29/mo“Subscription” | $79/yr≈ $6.58/mo“Pro”stocks per watchlist: 100 · active alerts: 100 · +3 more |
| Top plan | — | $199/yr≈ $16.58/mo“Unlimited”downloads: Unlimited · stocks per watchlist: Unlimited · +3 more |
Alternatives
Free alternatives
Questions we keep getting
What's the difference between AUM 13F and Stock Analysis?
AUM 13F leans toward institutional ownership, insider data, and improved filings, while Stock Analysis puts more weight on stock ideas, screeners, and ETF screeners. They overlap in 4 categories, so for most people it comes down to workflow preference and price.
How much do AUM 13F and Stock Analysis cost?
Good news: both AUM 13F and Stock Analysis 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 Stock Analysis?
Stock Analysis 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 Stock Analysis on my phone?
Stock Analysis 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 Stock Analysis?
It depends on what you're after. Pick AUM 13F if institutional ownership and insider data matter to you; go with Stock Analysis 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 Stock Analysis cover?
Both cover stocks, ETFs, and funds. AUM 13F also handles hedge funds, private funds, and real estate. Stock Analysis adds mutual funds, closed-end funds, and other on top.
Does AUM 13F or Stock Analysis have real-time data?
Stock Analysis 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.
Can I export data from AUM 13F and Stock Analysis?
Stock Analysis exports to CSV and Excel. AUM 13F is stingier about getting data out.
Which has a better stock screener: AUM 13F or Stock Analysis?
Stock Analysis 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 Stock Analysis?
Stock Analysis handles portfolio tracking. AUM 13F is really a research tool; you'd track your portfolio elsewhere.
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