Tool Comparison
AUM 13F vs Yahoo Finance
- Paid from
- $7.95/mo
- Free plan
- Yes
- Platforms
- Web, Mobile
Best if
- You want the cheaper way in: plans start at $7.95/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
Pick AUM 13F instead if
AUM 13F
Free • From $29/mo · Web
- Go this way if you prefer a simpler, more focused tool.
Start here
Yahoo Finance
Free • From $95.40/yr · Web · Mobile
- You want the cheaper way in: plans start at $7.95/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
Already use these? The faster win is ranked stock ideas or the free-tools shortlist.
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 Yahoo Finance cover a lot of the same ground (6 shared categories, including institutional ownership, insider data, and improved filings), so for the basics you won't go far wrong with either. Yahoo Finance simply does more: 22 categories to AUM 13F's 6, including news, calendar, and portfolio, plus a mobile app. AUM 13F counters by keeping things simpler.
What readers say
AUM 13F
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Yahoo Finance
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Key differences at a glance
- Cheaper paid plan
- Yahoo Finance$7.95/mo vs $29/mo
- Free trial
- Yahoo Finance7 days
- Broader coverage
- Yahoo Finance22 vs 6 categories
- Mobile app
- Yahoo Finance
- Real-time data
- Yahoo Finance
- Beginner friendly
- Yahoo Finance
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 Yahoo Finance does best
- Tracking stocks, ETFs, mutual funds, options, futures, currencies, commodities, crypto, and indices from a widely used web and mobile product.
- Quote pages for charts, financial statements, valuation ratios, analyst estimates, ratings, price targets, news, SEC filings, transcripts, holders, insider transactions, dividends, and ESG data where available.
- Tools for building watchlists and portfolios with manual lots, cash transactions, dividend tracking, fantasy holdings, CSV import/export, and supported brokerage-linked portfolios.
- Monitor market news, trending tickers, earnings, IPOs, splits, other market events, and quote-page analysis from one familiar finance homepage.
- Yahoo Finance stock screeners and charting for basic idea generation, symbol comparison, indicators, and multi-symbol chart workflows.
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 $95.40/yr |
Free tier | Yes | Yes |
Free trial | — | 7 days |
Plan limits | Free: daily views: Limited (not disclosed) | 13 limits: Free: data use: Yahoo states Finance data is informational only and not intended for..., Bronze (Monthly): billing notes: Billed monthly at $9.95. +11 more |
| Platforms & access | ||
Web app | Yes | Yes |
Mobile app | No | Yes |
API access | No | No |
Broker sync | — | Yes |
Integrations | — | Plaid and Yodlee |
| Audience & fit | ||
Experience level | Intermediate, Advanced | Beginner, Intermediate, Advanced |
Best for | Institutional Investors and Analysts | Retail Traders, Pro Retail +4 more |
Categories covered | 6 | 22 |
Regions | — | North America, Europe, APAC, LatAm, Middle East, Africa |
| Data & capabilities | ||
Data quality | — | 3 signals: Latency: Real-time and 15-min Delayed, Granularity: EOD +1 more |
Data partners | — | 15 partners: ICE Data Services, CoinMarketCap +13 more |
Capabilities | — | 4 signals: Universe builder, Broker sync +2 more |
| Try it | Visit AUM 13F | Visit Yahoo Finance |
Standout features
The best features of AUM 13F and Yahoo Finance.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 Yahoo Finance does best
- Tracking stocks, ETFs, mutual funds, options, futures, currencies, commodities, crypto, and indices from a widely used web and mobile product.
- Quote pages for charts, financial statements, valuation ratios, analyst estimates, ratings, price targets, news, SEC filings, transcripts, holders, insider transactions, dividends, and ESG data where available.
- Tools for building watchlists and portfolios with manual lots, cash transactions, dividend tracking, fantasy holdings, CSV import/export, and supported brokerage-linked portfolios.
- Monitor market news, trending tickers, earnings, IPOs, splits, other market events, and quote-page analysis from one familiar finance homepage.
- Yahoo Finance stock screeners and charting for basic idea generation, symbol comparison, indicators, and multi-symbol chart workflows.
All details
Every attribute we track for AUM 13F and Yahoo Finance.ShowHide
All details
| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFsHedge FundsPrivate FundsReal EstateFunds | StocksETFsMutual FundsOptionsFuturesCommoditiesCurrenciesCryptos |
Experience | IntermediateAdvanced | BeginnerIntermediateAdvanced |
Target audience | Institutional InvestorsAnalysts | Retail TradersPro RetailLong-term InvestorsDividend InvestorsGrowth InvestorsValue Investors |
Regions | Not specified | North AmericaEuropeAPACLatAmMiddle EastAfrica |
Coverage details | Identifiers: CIK, CUSIP, and Ticker | Identifiers: Ticker |
| Data | ||
Data freshness | Not specified | Real-time15-min Delayed |
Data granularity | Not specified | EOD |
Data partners | Not specified | ICE Data ServicesCoinMarketCapMorningstarS&P Global Market IntelligenceLSEG Data & AnalyticsWall Street Horizon (TMX)Commodity Systems, Inc.Vickers+7 more |
| Access & integrations | ||
Import methods | Not specified | CSVManualBrokerOAuth |
Integrations | Not specified | PlaidYodlee |
Export formats | Not specified | CSV |
| Plans & trust | ||
Capability signals | Not specified | Universe builderBroker syncPortfolio attributionTax lots |
Vendor & support | Chen Software LLCSupport: Email | Yahoo |
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) | Freedata use: Yahoo states Finance data is informational only and not intended for... |
| Entry paid plan | $29/mo“Subscription” | $95.40/yr≈ $7.95/mo“Bronze (Annual)”billing notes: Billed $95.40 yearly ($7.95/month equivalent). · availability: The US subscription page requires a US bank card. |
| Tier 2 | — | $9.95/mo“Bronze (Monthly)”billing notes: Billed monthly at $9.95. · availability: The US subscription page requires a US bank card. |
| Tier 3 | — | $239.40/yr≈ $19.95/mo“Silver (Annual)”billing notes: Billed $239.40 yearly ($19.95/month equivalent). · availability: The US subscription page requires a US bank card. |
| Tier 4 | — | $24.95/mo“Silver (Monthly)”billing notes: Billed monthly at $24.95. · availability: The US subscription page requires a US bank card. |
| Tier 5 | — | $479.40/yr≈ $39.95/mo“Gold (Annual)”billing notes: Billed $479.40 yearly ($39.95/month equivalent) after the 7-day free... · availability: The US subscription page requires a US bank card. |
| Top plan | — | $49.95/mo“Gold (Monthly)”billing notes: Billed monthly at $49.95 after the 7-day free trial. · availability: The US subscription page requires a US bank card. |
| Free trial | — | 7 days |
Alternatives
Free alternatives
Questions we keep getting
What's the difference between AUM 13F and Yahoo Finance?
AUM 13F leans toward institutional ownership, insider data, and improved filings, while Yahoo Finance puts more weight on news, alerts, and calendar. They overlap in 6 categories, so for most people it comes down to workflow preference and price.
How much do AUM 13F and Yahoo Finance cost?
Good news: both AUM 13F and Yahoo Finance 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 Yahoo Finance?
Yahoo Finance 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 Yahoo Finance on my phone?
Yahoo Finance 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 Yahoo Finance?
It depends on what you're after. Pick AUM 13F if you prefer its overall approach; go with Yahoo Finance if you'd rather have news and calendar. And if you only need the basics both share, let price decide.
What asset classes do AUM 13F and Yahoo Finance cover?
Both cover stocks and ETFs. AUM 13F also handles hedge funds, private funds, and real estate. Yahoo Finance adds mutual funds, options, and futures on top.
Does AUM 13F or Yahoo Finance have real-time data?
Yahoo Finance 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 Yahoo Finance?
Yahoo Finance exports to CSV. AUM 13F is stingier about getting data out.
Which has a better stock screener: AUM 13F or Yahoo Finance?
Yahoo Finance 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 Yahoo Finance?
Yahoo Finance handles portfolio tracking. AUM 13F is really a research tool; you'd track your portfolio elsewhere.
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