★ BEST INVESTING TOOLS COMPARISON ★
VOL. XCIV, NO. 247
Tool comparison edition
Tool Comparison
DATAROMA vs WhaleWisdom
Pick DATAROMA instead if
DATAROMA
Free · Web
- You're a long-term investor who cares more about fundamentals than headlines
Start here
WhaleWisdom
Free • From $300/yr · Web · API · Desktop
- You want an API so you can script or automate things
- You care about screeners, backtesting, and alerts, things DATAROMA doesn't offer
Skip both if: Neither one clicks with how you research; there are strong third options.
See alternativesOutbound links may include affiliate or sponsor codes.
Our take
The bottom line
DATAROMA and WhaleWisdom cover a lot of the same ground (3 shared categories, stock ideas, institutional ownership, and insider data), so for the basics you won't go far wrong with either. WhaleWisdom simply does more: 8 categories to DATAROMA's 3, including screeners, backtesting, and alerts. DATAROMA counters by being completely free.
What readers say
DATAROMA
Vote once to reveal the community verdict.
WhaleWisdom
Vote once to reveal the community verdict.
Key differences at a glance
- Asset coverage
- WhaleWisdomAdds closed-end funds and bonds
- Broader coverage
- WhaleWisdom8 vs 3 categories
- Desktop app
- WhaleWisdom
- API access
- WhaleWisdom
- Free plan
- Both
See for yourself
How they stack up
The side-by-side table: pricing, platforms, data, and coverage at a glance.ShowHide
How they stack up
The side-by-side table: pricing, platforms, data, and coverage at a glance.| Attribute | ||
|---|---|---|
| Pricing & plans | ||
Starting price | Free | Free • From $300/yr |
Free tier | Yes | Yes |
Free trial | — | — |
| Platforms & access | ||
Web app | Yes | Yes |
Desktop app | No | Yes |
Mobile app | No | No |
API access | No | Yes |
Integrations | — | WhaleWisdom Excel Add-in, Microsoft Office Store add-in +1 more |
| Audience & fit | ||
Experience level | Beginner, Intermediate, Advanced | Beginner, Intermediate, Advanced |
Best for | Retail Traders, Pro Retail +4 more | — |
Categories covered | 3 | 8 |
Regions | North America | North America |
| Data & capabilities | ||
Security | — | Data residency: US |
| Try it | Visit DATAROMA | Visit WhaleWisdom |
Where each one shines
What DATAROMA and WhaleWisdom each do best.ShowHide
Where each one shines
What DATAROMA and WhaleWisdom each do best.What DATAROMA does best
- Browse curated superinvestor portfolios from well-known value investors and see each manager's reported holdings in one simple table.
- Review position size, portfolio weight, share count, reported price, current price, activity labels, and 52-week context for tracked holdings.
- Compare quarter-based portfolio changes, top buys, top sells, and manager-level activity from public filing data.
- Use the Superinvestor Holdings Summary and Grand Portfolio views to see which stocks appear across multiple tracked investors.
- Check stock pages for Super Investor Stats, ownership count, rank across tracked portfolios, and related insider buying or selling summaries.
What WhaleWisdom does best
- Track SEC filing datasets including 13F reports, Schedule 13D/G events, Form 4 insider transactions, Form D, Form 144, N-CEN, and Form ADV tools.
- Follow hedge funds, institutional filers, stock holders, filer groups, and stock watchlists from a dedicated holdings research workflow.
- Review 13F history back to Q1 2001 on paid plans, while free access focuses on recent history and smaller limits.
- Use WhaleIndex, WhaleScore, WhaleTrader, Combined Holdings, and insider backtesting features on eligible paid plans.
- Export holdings and dashboard data through CSV, Excel, JSON, and the WhaleWisdom Excel Add-in depending on plan.
Every detail we compared
Every tracked attribute for DATAROMA and WhaleWisdom, side by side.ShowHide
Every detail we compared
Every tracked attribute for DATAROMA and WhaleWisdom, side by side.| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFs | StocksETFsClosed-End FundsBondsOptions |
Experience | BeginnerIntermediateAdvanced | BeginnerIntermediateAdvanced |
Target audience | Retail TradersPro RetailLong-term InvestorsValue InvestorsAnalystsStudents/Researchers | Not specified |
Regions | North America | North America |
Coverage details | Identifiers: Ticker | Countries: USIdentifiers: Ticker, CUSIP, and CIK |
| Access & integrations | ||
API protocols | Not specified | REST |
API auth & delivery | Not specified | Auth: APIKey20 req/minDocs |
Integrations | Not specified | WhaleWisdom Excel Add-inMicrosoft Office Store add-inNightly FTP bulk files for Enterprise |
Export formats | Not specified | CSVExcelJSON |
| Plans & trust | ||
Security & compliance | Not specified | Data residency: US |
Vendor & support | Not specified | WhaleWisdom, LLCCountry: United StatesSupport: Email |
Curation ratings | Not specified | Methodology 3/5Reliability 3/5UX 3/5 |
Green tags are exclusive to that tool in this comparison.
What you'll actually pay
Plans, billing, trials, and per-month pricing for both tools.ShowHide
What you'll actually pay
Plans, billing, trials, and per-month pricing for both tools.| Tier | ||
|---|---|---|
| Free plan | — | Free |
| Entry paid plan | — | $300/yr≈ $25/mo“Standard Annual” |
| Tier 2 | — | $90/qtr“Standard Quarterly” |
| Tier 3 | — | $500/yr≈ $41.67/mo“Pro Annual” |
| Tier 4 | — | $150/qtr“Pro Quarterly” |
| Top plan | — | Subscription“Enterprise” |
Questions we keep getting
What's the difference between DATAROMA and WhaleWisdom?
DATAROMA leans toward stock ideas, institutional ownership, and insider data, while WhaleWisdom puts more weight on institutional ownership, insider data, and stock ideas. They overlap in 3 categories, so for most people it comes down to workflow preference and price.
How much do DATAROMA and WhaleWisdom cost?
Good news: both DATAROMA and WhaleWisdom have free plans, so you can run them side by side and only pay if you hit a wall.
Does DATAROMA or WhaleWisdom have an API?
WhaleWisdom has an API for programmatic access and custom integrations. DATAROMA doesn't, so you're working through its interface.
Should I choose DATAROMA or WhaleWisdom?
It depends on what you're after. Pick DATAROMA if you prefer its overall approach; go with WhaleWisdom if you'd rather have screeners and backtesting. And if you only need the basics both share, let price decide.
What asset classes do DATAROMA and WhaleWisdom cover?
Both cover stocks and ETFs. WhaleWisdom adds closed-end funds, bonds, and options on top.
Can I export data from DATAROMA and WhaleWisdom?
WhaleWisdom exports to CSV and Excel. DATAROMA is stingier about getting data out.
Which has a better stock screener: DATAROMA or WhaleWisdom?
WhaleWisdom has a stock screener for surfacing ideas; DATAROMA doesn't, and focuses its energy elsewhere.
Keep researching
More comparisons to check
Keep Exploring
Feedback
Spot stale pricing, missing features, or a comparison that feels off? Send feedback on the verdict, table, alternatives, or recommendation.
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.