DATAROMA adds Stock Ideas coverage that Monexa skips.
VOL. XCIV, NO. 247
★ FINANCIAL TOOLS & SERVICES DIRECTORY ★
PRICE: 5 CENTS
Wednesday, November 19, 2025
Tool Comparison
DATAROMA vs Monexa comparison
Compare pricing, supported platforms, categories, and standout capabilities to decide which tool fits your workflow.
Quick takeaways
Monexa includes News, News Sentiment, Calendar, Financials, Transcripts, Valuation Models, Analyst Forecasts, Analyst Price Targets, Dividends, Institutional Data, 13D/13G, Screeners, Watchlist, US Government Trades, and AI Chat categories that DATAROMA omits.
In depth comparison
DATAROMA
dataroma.com
Hands-on review
Free resource that tracks Superinvestor 13F filings and insider Form 4 activity. Features include manager portfolios, aggregated holdings, insider trade feeds, and stock idea rankings. Quotes are sourced via Intrinio, with charts and fundamentals powered by TradingView. The site requires no login or account to use.
Platforms
Web
Pricing
Free
Quick highlights
- Tracks portfolios of well-known 'Superinvestors' through SEC 13F filings, with detailed views of holdings, buys/sells, and quarter-to-quarter activity.
- Stock pages display Superinvestor ownership counts, a defined 'Hold Price' (quarter-end close), insider transaction totals over the past six months, plus TradingView charts and fundamentals.
- Real-time insider transaction feed based on SEC Form 4 filings, with filterable listings.
- ‘RealTime’ activity feed highlighting notable Superinvestor trades as they are reported.
- S&P 500 'Value Ranking' grid for idea generation and stock discovery.
Community votes (overall)
0% upvotes 0% downvotes
You haven't voted yet
Monexa
monexa.ai
AI‑augmented equity research workstation with company dashboards (financials, estimates, insider trades, dividends, SEC filings, ownership), news with sentiment filters, an equity screener, watchlists, Whale Tracker (institutional portfolios/13F), and Congressional Trading. Pro unlocks AI reports (corporate finance, peer benchmarks, SWOT) and full transcript history/analysis.
Categories
Platforms
Web
Pricing
FreeSubscription
Quick highlights
- Company dashboards with tabs for Financials, Estimates, Insider Transactions, Dividends, SEC Filings, Ownership, and Transcripts.
- AI Financial Analysis: executive overview, bull/base/bear scenario modeling, and financial‑health (cash, leverage, DuPont) refreshed each earnings cycle (Pro).
- AI Peer Analysis: benchmark valuation, growth, profitability, and capital returns vs. peers in one AI report (Pro).
- AI SWOT Analysis previews and full SWOT in Pro.
- Earnings call Transcripts with gated full history and transcript analysis in Pro.
Community votes (overall)
0% upvotes 0% downvotes
You haven't voted yet
Where they differ
DATAROMA
Distinct strengths include:
- Tracks portfolios of well-known 'Superinvestors' through SEC 13F filings, with detailed views of holdings, buys/sells, and quarter-to-quarter activity.
- Stock pages display Superinvestor ownership counts, a defined 'Hold Price' (quarter-end close), insider transaction totals over the past six months, plus TradingView charts and fundamentals.
- Real-time insider transaction feed based on SEC Form 4 filings, with filterable listings.
- ‘RealTime’ activity feed highlighting notable Superinvestor trades as they are reported.
Monexa
Distinct strengths include:
NewsNews SentimentCalendarFinancialsTranscriptsValuation ModelsAnalyst ForecastsAnalyst Price Targets
- Company dashboards with tabs for Financials, Estimates, Insider Transactions, Dividends, SEC Filings, Ownership, and Transcripts.
- AI Financial Analysis: executive overview, bull/base/bear scenario modeling, and financial‑health (cash, leverage, DuPont) refreshed each earnings cycle (Pro).
- AI Peer Analysis: benchmark valuation, growth, profitability, and capital returns vs. peers in one AI report (Pro).
- AI SWOT Analysis previews and full SWOT in Pro.
Feature-by-feature breakdown
| Attribute | DATAROMA | Monexa |
|---|---|---|
Categories Which research workflows each platform targets | Shared: Investor Holdings, 13F, Insider Data Unique: Stock Ideas | Shared: Investor Holdings, 13F, Insider Data Unique: News, News Sentiment, Calendar, Financials, Transcripts, Valuation Models, Analyst Forecasts, Analyst Price Targets, Dividends, Institutional Data, 13D/13G, Screeners, Watchlist, US Government Trades, AI Chat |
Asset types Supported asset classes and universes | Stocks, ETFs | Stocks, ETFs |
Experience levels Who each product is built for | Beginner, Intermediate, Advanced | Beginner, Intermediate, Advanced |
Platforms Where you can access the product | Web | Web |
Pricing High-level pricing models | Free | Free, Subscription |
Key features Core capabilities called out by each vendor | Unique
| Unique
|
Tested Verified by hands-on testing inside Find My Moat | Yes | Not yet |
Editor pick Featured inside curated shortlists | Standard listing | Standard listing |
Frequently Asked Questions
Which workflows do DATAROMA and Monexa both support?
Both platforms cover Investor Holdings, 13F, and Insider Data workflows, so you can research those use cases in either tool before digging into the feature differences below.
Do DATAROMA and Monexa require subscriptions?
Both DATAROMA and Monexa keep freemium access with optional paid upgrades, so you can trial each platform before committing.
How can you access DATAROMA and Monexa?
Both DATAROMA and Monexa prioritize web or desktop access. Investors wanting a mobile-first workflow may need to rely on responsive web views.
What unique strengths set the two platforms apart?
DATAROMA differentiates itself with Tracks portfolios of well-known 'Superinvestors' through SEC 13F filings, with detailed views of holdings, buys/sells, and quarter-to-quarter activity., Stock pages display Superinvestor ownership counts, a defined 'Hold Price' (quarter-end close), insider transaction totals over the past six months, plus TradingView charts and fundamentals., and Real-time insider transaction feed based on SEC Form 4 filings, with filterable listings., whereas Monexa stands out for Company dashboards with tabs for Financials, Estimates, Insider Transactions, Dividends, SEC Filings, Ownership, and Transcripts., AI Financial Analysis: executive overview, bull/base/bear scenario modeling, and financial‑health (cash, leverage, DuPont) refreshed each earnings cycle (Pro)., and AI Peer Analysis: benchmark valuation, growth, profitability, and capital returns vs. peers in one AI report (Pro)..
Keep exploring
Keep exploring
Stay on top of related tools
Browse the categories and profiles that overlap most with this comparison to round out your shortlist.
Related categories
Follow the same themes these tools compete in.
Recommended tools
These profiles share overlapping coverage with both sides of this matchup.
- Gainify
Overlap: Screeners, Stock Ideas, and Calendar.
ScreenersStock IdeasCalendar - Fiscal.aiEditor's pickHands-on review
Overlap: Screeners, Watchlist, and Calendar.
ScreenersWatchlistCalendar - TrendlyneHands-on review
Overlap: Screeners, Analyst Forecasts, and Analyst Price Targets.
ScreenersAnalyst ForecastsAnalyst Price Targets - Financial Modeling Prep (FMP)Editor's pickHands-on review
Overlap: Financials, 13F, and Insider Data.
Financials13FInsider Data - GuruFocusEditor's pickHands-on review
Overlap: Screeners, Stock Ideas, and Investor Holdings.
ScreenersStock IdeasInvestor Holdings - TipRanksEditor's pickHands-on review
Overlap: Screeners, Stock Ideas, and Analyst Forecasts.
ScreenersStock IdeasAnalyst Forecasts
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.