VOL. XCIV, NO. 247
★ FINANCIAL TOOLS & SERVICES DIRECTORY ★
PRICE: 5 CENTS
Saturday, September 27, 2025
Investors comparing DATAROMA and Yellowbrick Investing will find that Both DATAROMA and Yellowbrick Investing concentrate on Stock Ideas, Investor Holdings, and 13F workflows, making them natural alternatives for similar investment research jobs. DATAROMA leans into Insider Data, which can be decisive for teams that need depth over breadth. Yellowbrick Investing stands out with Screeners, Institutional Data, and Alerts that the competition lacks. Use the feature-by-feature table to inspect unique capabilities and confirm which roadmap best maps to your process.
Head-to-head
DATAROMA vs Yellowbrick Investing
Compare pricing, supported platforms, categories, and standout capabilities to decide which tool fits your workflow.
Quick takeaways
- DATAROMA adds Insider Data coverage that Yellowbrick Investing skips.
- Yellowbrick Investing includes Screeners, Institutional Data, Alerts, and Newsletters categories that DATAROMA omits.
- DATAROMA 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., and Real-time insider transaction feed based on SEC Form 4 filings, with filterable listings..
- Yellowbrick Investing is known for: Aggregated stock pitches with powerful filters: search by ticker, sector, valuation metrics, price targets, dividends, sentiment, geography, and more., Elite Investor Feeds curate trades and ideas from top-performing investors, complete with displayed average returns., and Hedge Fund Watcher tracks 13F filings and fund trades, with premium features such as leaderboards, model portfolios, and fund-level performance stats..
DATAROMA
dataroma.com
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
Pricing
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.
Yellowbrick Investing
joinyellowbrick.com
Aggregates stock pitches and hedge fund holdings into a searchable platform. The free tier gives access to delayed ideas and limited data, while Premium unlocks real-time investor feeds, professional fund portfolios, enhanced filters, investor return stats, and the live Yellowbrick Premium Portfolio with trade alerts. A separate “CEO Watcher Premium” subscription tracks insider activity.
Platforms
Pricing
Quick highlights
- Aggregated stock pitches with powerful filters: search by ticker, sector, valuation metrics, price targets, dividends, sentiment, geography, and more.
- Elite Investor Feeds curate trades and ideas from top-performing investors, complete with displayed average returns.
- Hedge Fund Watcher tracks 13F filings and fund trades, with premium features such as leaderboards, model portfolios, and fund-level performance stats.
- Premium plan includes full access to all pitches, Premium daily email, Yellowbrick Premium Portfolio, investor return analytics, professional fund portfolios, premium stock-pitch filters, and expanded Hedge Fund Watcher features.
- Free tier limits include ~30-day delays on new hedge-fund stock pitches and restricted access to investor return columns.
Shared focus areas
Both platforms align on these research themes, so you can stay within one workflow when your use case involves them.
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.
Yellowbrick Investing
Distinct strengths include:
- Aggregated stock pitches with powerful filters: search by ticker, sector, valuation metrics, price targets, dividends, sentiment, geography, and more.
- Elite Investor Feeds curate trades and ideas from top-performing investors, complete with displayed average returns.
- Hedge Fund Watcher tracks 13F filings and fund trades, with premium features such as leaderboards, model portfolios, and fund-level performance stats.
- Premium plan includes full access to all pitches, Premium daily email, Yellowbrick Premium Portfolio, investor return analytics, professional fund portfolios, premium stock-pitch filters, and expanded Hedge Fund Watcher features.
Feature-by-feature breakdown
| Attribute | DATAROMA | Yellowbrick Investing |
|---|---|---|
Categories Which research workflows each platform targets | Shared: Stock Ideas, Investor Holdings, 13F Unique: Insider Data | Shared: Stock Ideas, Investor Holdings, 13F Unique: Screeners, Institutional Data, Alerts, Newsletters |
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 Yellowbrick Investing both support?
Both platforms cover Stock Ideas, Investor Holdings, and 13F workflows, so you can research those use cases in either tool before digging into the feature differences below.
Do DATAROMA and Yellowbrick Investing require subscriptions?
Both DATAROMA and Yellowbrick Investing keep freemium access with optional paid upgrades, so you can trial each platform before committing.
How can you access DATAROMA and Yellowbrick Investing?
Both DATAROMA and Yellowbrick Investing 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 Yellowbrick Investing stands out for Aggregated stock pitches with powerful filters: search by ticker, sector, valuation metrics, price targets, dividends, sentiment, geography, and more., Elite Investor Feeds curate trades and ideas from top-performing investors, complete with displayed average returns., and Hedge Fund Watcher tracks 13F filings and fund trades, with premium features such as leaderboards, model portfolios, and fund-level performance stats..
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.