VOL. XCIV, NO. 247

★ A CURATED DIRECTORY OF FINANCIAL TOOLS ★

PRICE: 5 CENTS

Friday, December 12, 2025

Tool Comparison

BuySide Digest - Hedge Fund Letter Database vs Quicken (Simplifi & Classic) comparison

Compare pricing, supported platforms, categories, and standout capabilities to decide which tool fits your workflow.

Quick takeaways

BuySide Digest - Hedge Fund Letter Database adds Stock Ideas, Newsletters, 13F, and Investor Holdings coverage that Quicken (Simplifi & Classic) skips.

Quicken (Simplifi & Classic) includes Portfolio, Tax Lots / Lot Optimization, Capital Gains Estimator, Downloadable Tax Reports, Financials, and Broker Connectors categories that BuySide Digest - Hedge Fund Letter Database omits.

BuySide Digest - Hedge Fund Letter Database has a free tier, while Quicken (Simplifi & Classic) requires a paid plan.

Quicken (Simplifi & Classic) offers mobile access, which BuySide Digest - Hedge Fund Letter Database skips.

In depth comparison

BuySide Digest - Hedge Fund Letter Database

buysidedigest.com

Free, searchable database of hedge‑fund investor letters with filters by fund, CIO, ticker, keyword, theme, and quarter. Includes BSD 13F tools (tracker + holdings reports) and curated ‘Elevator Pitches’. Users can follow funds/tickers and receive email updates as new letters are added. Aggregates publicly available letters; no paid tier or API publicly documented.

Platforms

Web

Pricing

Free

Quick highlights

Search by fund, CIO, ticker, keyword, theme; filter by quarter; columns include QTD/YTD perf where available.
Per‑fund pages with letter history (table shows latest two; ‘View’ for more).
Follow funds or tickers and get inbox updates when new letters drop.
BSD 13Fs: investor screener + reports (largest buys/sells, consensus holdings, GICS weights, bargains vs. prior buys, etc.).
‘Elevator Pitches’: concise stock ideas extracted from letters; weekly BSDigest newsletter.

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Quicken (Simplifi & Classic)

quicken.com

Consumer-focused personal finance suite with strong investment tracking, tax planning, and retirement tools. Quicken Simplifi (web/mobile) offers an aggregated investments dashboard with IRR/TWR, real-time prices, and a holdings-based news feed, while Quicken Classic (desktop) adds Portfolio Analyzer, Portfolio X-Ray, Capital Gains Estimator, and deeper tax/retirement planning. Quicken is an account aggregation, tracking, and planning tool — not a trading platform — and is designed for use in the U.S. & Canada only. Many advanced investing and tax capabilities (Portfolio Analyzer, Capital Gains Estimator, built-in Schedules A/B/D, some business schedules) are available only in Classic Premier or Classic Business & Personal tiers, primarily on Windows.

Platforms

DesktopWebMobile

Pricing

Subscription

Quick highlights

Aggregates virtually all major investment account types (401(k), IRAs, brokerage, 403(b), other retirement accounts, and taxable brokerage) from 14,000+ financial institutions into a single portfolio view showing holdings, balances, performance, and retirement savings across all accounts (Simplifi & Classic).
Simplifi investments dashboard calculates both Time-Weighted Return (TWR) and Internal Rate of Return (IRR) across accounts, updates values with real-time market prices, and provides a curated news feed based on your specific holdings.
Classic portfolio tools (Portfolio view, Investing tab, and Investing portfolio tab on Mac) show market value over time, standard performance views (value, performance, realized gains), and allow grouping by account type, security, or asset class, including “as of” snapshots.
Portfolio Analyzer in Classic creates a comprehensive report with average annual return, asset allocation snapshot, standard-deviation-based risk profile, largest holdings and accounts, and a “Tax implications” section summarizing realized gains and holding periods.
Portfolio X-Ray in Classic analyzes mutual funds, ETFs, and other equity funds to “look through” underlying holdings and reveal true exposure to individual equities, improving diversification insight.

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Where they differ

BuySide Digest - Hedge Fund Letter Database

Distinct strengths include:

Stock Ideas Newsletters 13F Investor Holdings

Search by fund, CIO, ticker, keyword, theme; filter by quarter; columns include QTD/YTD perf where available.
Per‑fund pages with letter history (table shows latest two; ‘View’ for more).
Follow funds or tickers and get inbox updates when new letters drop.
BSD 13Fs: investor screener + reports (largest buys/sells, consensus holdings, GICS weights, bargains vs. prior buys, etc.).

Quicken (Simplifi & Classic)

Distinct strengths include:

Portfolio Tax Lots / Lot Optimization Capital Gains Estimator Downloadable Tax Reports Financials Broker Connectors

Aggregates virtually all major investment account types (401(k), IRAs, brokerage, 403(b), other retirement accounts, and taxable brokerage) from 14,000+ financial institutions into a single portfolio view showing holdings, balances, performance, and retirement savings across all accounts (Simplifi & Classic).
Simplifi investments dashboard calculates both Time-Weighted Return (TWR) and Internal Rate of Return (IRR) across accounts, updates values with real-time market prices, and provides a curated news feed based on your specific holdings.
Classic portfolio tools (Portfolio view, Investing tab, and Investing portfolio tab on Mac) show market value over time, standard performance views (value, performance, realized gains), and allow grouping by account type, security, or asset class, including “as of” snapshots.
Portfolio Analyzer in Classic creates a comprehensive report with average annual return, asset allocation snapshot, standard-deviation-based risk profile, largest holdings and accounts, and a “Tax implications” section summarizing realized gains and holding periods.

Feature-by-feature breakdown

Attribute	BuySide Digest - Hedge Fund Letter Database	Quicken (Simplifi & Classic)
Categories Which research workflows each platform targets	Shared: News, Watchlist, Alerts Unique: Stock Ideas, Newsletters, 13F, Investor Holdings	Shared: News, Watchlist, Alerts Unique: Portfolio, Tax Lots / Lot Optimization, Capital Gains Estimator, Downloadable Tax Reports, Financials, Broker Connectors
Asset types Supported asset classes and universes	Stocks, ETFs	Stocks, ETFs, Mutual Funds, Bonds, Cryptos, Funds
Experience levels Who each product is built for	Beginner, Intermediate, Advanced	Beginner, Intermediate
Platforms Where you can access the product	Web	Desktop, Web, Mobile
Pricing High-level pricing models	Free	Subscription
Key features Core capabilities called out by each vendor	Unique Search by fund, CIO, ticker, keyword, theme; filter by quarter; columns include QTD/YTD perf where available. Per‑fund pages with letter history (table shows latest two; ‘View’ for more). Follow funds or tickers and get inbox updates when new letters drop. BSD 13Fs: investor screener + reports (largest buys/sells, consensus holdings, GICS weights, bargains vs. prior buys, etc.). ‘Elevator Pitches’: concise stock ideas extracted from letters; weekly BSDigest newsletter. Hosts/links original PDFs for many historical letters (e.g., Baupost archive).	Unique Aggregates virtually all major investment account types (401(k), IRAs, brokerage, 403(b), other retirement accounts, and taxable brokerage) from 14,000+ financial institutions into a single portfolio view showing holdings, balances, performance, and retirement savings across all accounts (Simplifi & Classic). Simplifi investments dashboard calculates both Time-Weighted Return (TWR) and Internal Rate of Return (IRR) across accounts, updates values with real-time market prices, and provides a curated news feed based on your specific holdings. Classic portfolio tools (Portfolio view, Investing tab, and Investing portfolio tab on Mac) show market value over time, standard performance views (value, performance, realized gains), and allow grouping by account type, security, or asset class, including “as of” snapshots. Portfolio Analyzer in Classic creates a comprehensive report with average annual return, asset allocation snapshot, standard-deviation-based risk profile, largest holdings and accounts, and a “Tax implications” section summarizing realized gains and holding periods. Portfolio X-Ray in Classic analyzes mutual funds, ETFs, and other equity funds to “look through” underlying holdings and reveal true exposure to individual equities, improving diversification insight. Capital Gains Estimator (Classic investing tiers) lets you model potential sales before you trade by proposing lots to sell, estimating proceeds, and showing projected capital gains using your tax bracket settings and Term (short/long) breakdown; it integrates with the Tax Planner for more accurate projections.
Tested Verified by hands-on testing inside Find My Moat	Not yet	Not yet
Editor pick Featured inside curated shortlists	Standard listing	Standard listing

Frequently Asked Questions

Which workflows do BuySide Digest - Hedge Fund Letter Database and Quicken (Simplifi & Classic) both support?

Both platforms cover News, Watchlist, and Alerts workflows, so you can research those use cases in either tool before digging into the feature differences below.

Which tool offers a free plan?

BuySide Digest - Hedge Fund Letter Database offers a free entry point, while Quicken (Simplifi & Classic) requires a paid subscription. Review the pricing table to see how the paid tiers compare.

Which tool has mobile access?

Quicken (Simplifi & Classic) ships a dedicated mobile experience, while BuySide Digest - Hedge Fund Letter Database focuses on web or desktop access.

What unique strengths set the two platforms apart?

BuySide Digest - Hedge Fund Letter Database differentiates itself with Search by fund, CIO, ticker, keyword, theme; filter by quarter; columns include QTD/YTD perf where available., Per‑fund pages with letter history (table shows latest two; ‘View’ for more)., and Follow funds or tickers and get inbox updates when new letters drop., whereas Quicken (Simplifi & Classic) stands out for Aggregates virtually all major investment account types (401(k), IRAs, brokerage, 403(b), other retirement accounts, and taxable brokerage) from 14,000+ financial institutions into a single portfolio view showing holdings, balances, performance, and retirement savings across all accounts (Simplifi & Classic)., Simplifi investments dashboard calculates both Time-Weighted Return (TWR) and Internal Rate of Return (IRR) across accounts, updates values with real-time market prices, and provides a curated news feed based on your specific holdings., and Classic portfolio tools (Portfolio view, Investing tab, and Investing portfolio tab on Mac) show market value over time, standard performance views (value, performance, realized gains), and allow grouping by account type, security, or asset class, including “as of” snapshots..

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