Finbox adds Screeners, Data Visualizations, Stock Comparison, Watchlist, Financials, Valuation Models, Analyst Forecasts, Dividend, and Blogs coverage that WhaleWisdom skips.
VOL. XCIV, NO. 247
★ FINANCIAL TOOLS & SERVICES DIRECTORY ★
PRICE: 5 CENTS
Sunday, October 19, 2025
Head-to-head
Finbox vs WhaleWisdom comparison
Compare pricing, supported platforms, categories, and standout capabilities to decide which tool fits your workflow.
Quick takeaways
WhaleWisdom includes Institutional Data categories that Finbox omits.
Finbox highlights: Coverage spans 130+ exchanges worldwide, including North America, Europe, APAC, Latin America, the Middle East, and Africa., Powerful stock screener with over 1,000 metrics, plus the ability to create custom formulas and metrics., and CSV export available from screeners, watchlists, and idea lists (requires Data Boost add-on for Starter, included with Professional)..
WhaleWisdom is known for: Rank hedge fund managers by performance, risk-adjusted returns, and recent filings., Pull 13F, 13D/G, insider trades, and sector exposures into custom portfolios and alerts., and API and bulk downloads available for quantitative workflows and screening..
WhaleWisdom keeps a free entry point that Finbox lacks.
Finbox
finbox.com
Hands-on review
A global fundamentals platform that combines screeners, valuation models, investment ideas, and watchlists. CSV exports require a Data Boost add-on with Starter or are bundled with Professional. No public API is offered. Regional exchange coverage can be added to plans.
Categories
Platforms
Web
Pricing
Subscription
Quick highlights
- Coverage spans 130+ exchanges worldwide, including North America, Europe, APAC, Latin America, the Middle East, and Africa.
- Powerful stock screener with over 1,000 metrics, plus the ability to create custom formulas and metrics.
- CSV export available from screeners, watchlists, and idea lists (requires Data Boost add-on for Starter, included with Professional).
- Financials Explorer provides up to 10 years of normalized financials, valuation ratios, and forward-looking estimates.
- Fair value models (DCF, comparables, and DDM) are built with broker consensus inputs by default, fully editable, and exportable to Excel or Google Sheets.
Community votes (overall)
0% upvotes 0% downvotes
You haven't voted yet
WhaleWisdom
whalewisdom.com
Aggregates 13F filings and insider transactions so investors can follow institutional positioning, build watchlists, and backtest crowding strategies.
Platforms
Web
API
Pricing
Free
Subscription
Quick highlights
- Rank hedge fund managers by performance, risk-adjusted returns, and recent filings.
- Pull 13F, 13D/G, insider trades, and sector exposures into custom portfolios and alerts.
- API and bulk downloads available for quantitative workflows and screening.
- Tools for cloning strategies, monitoring crowding, and tracking portfolio overlaps over time.
Community votes (overall)
0% upvotes 0% downvotes
You haven't voted yet
Overlap
Shared focus areas
3 overlapsMutual strengths include Stock Ideas, Investor Holdings, and 13F.
Where they differ
Finbox
Distinct strengths include:
Screeners
Data Visualizations
Stock Comparison
Watchlist
Financials
Valuation Models
Analyst Forecasts
Dividend
- Coverage spans 130+ exchanges worldwide, including North America, Europe, APAC, Latin America, the Middle East, and Africa.
- Powerful stock screener with over 1,000 metrics, plus the ability to create custom formulas and metrics.
- CSV export available from screeners, watchlists, and idea lists (requires Data Boost add-on for Starter, included with Professional).
- Financials Explorer provides up to 10 years of normalized financials, valuation ratios, and forward-looking estimates.
WhaleWisdom
Distinct strengths include:
- Rank hedge fund managers by performance, risk-adjusted returns, and recent filings.
- Pull 13F, 13D/G, insider trades, and sector exposures into custom portfolios and alerts.
- API and bulk downloads available for quantitative workflows and screening.
- Tools for cloning strategies, monitoring crowding, and tracking portfolio overlaps over time.
Feature-by-feature breakdown
| Attribute | Finbox | WhaleWisdom |
|---|---|---|
Categories Which research workflows each platform targets | Shared: Stock Ideas, Investor Holdings, 13F Unique: Screeners, Data Visualizations, Stock Comparison, Watchlist, Financials, Valuation Models, Analyst Forecasts, Dividend, Blogs | Shared: Stock Ideas, Investor Holdings, 13F Unique: Institutional Data |
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, API |
Pricing High-level pricing models | Subscription | 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 Finbox and WhaleWisdom 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.
Which tool offers a free plan?
WhaleWisdom offers a free entry point, while Finbox requires a paid subscription. Review the pricing table to see how the paid tiers compare.
How can you access Finbox and WhaleWisdom?
Both Finbox and WhaleWisdom 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?
Finbox differentiates itself with Coverage spans 130+ exchanges worldwide, including North America, Europe, APAC, Latin America, the Middle East, and Africa., Powerful stock screener with over 1,000 metrics, plus the ability to create custom formulas and metrics., and CSV export available from screeners, watchlists, and idea lists (requires Data Boost add-on for Starter, included with Professional)., whereas WhaleWisdom stands out for Rank hedge fund managers by performance, risk-adjusted returns, and recent filings., Pull 13F, 13D/G, insider trades, and sector exposures into custom portfolios and alerts., and API and bulk downloads available for quantitative workflows and screening..
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.
- Fiscal.aiEditor's pickHands-on review
Overlap: Screeners, Data Visualizations, and Stock Comparison.
ScreenersData VisualizationsStock Comparison - Simply Wall StEditor's pickHands-on review
Overlap: Stock Ideas, Screeners, and Watchlist.
Stock IdeasScreenersWatchlist - Stock UnlockHands-on review
Overlap: Screeners, Data Visualizations, and Stock Comparison.
ScreenersData VisualizationsStock Comparison - GuruFocusEditor's pickHands-on review
Overlap: Screeners, Stock Ideas, and Stock Comparison.
ScreenersStock IdeasStock Comparison - StockopediaEditor's pickHands-on review
Overlap: Screeners, Stock Ideas, and Financials.
ScreenersStock IdeasFinancials - 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.