VOL. XCIV, NO. 247

★ FINANCIAL TOOLS & SERVICES DIRECTORY ★

PRICE: 5 CENTS

Monday, October 6, 2025

Head-to-head

FINVIZ vs WhaleWisdom comparison

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

Quick takeaways

FINVIZ adds Screeners, Data Visualizations, Portfolio, Watchlist, Backtesting, News, Alerts, Data APIs, Financials, ETF Overview, ETF Holdings, Insider Data, Short Interest, and Options coverage that WhaleWisdom skips.

WhaleWisdom includes Institutional Data, Investor Holdings, and Stock Ideas categories that FINVIZ omits.

FINVIZ highlights: Coverage focused on U.S. equities (NYSE, Nasdaq, Amex). Free data delayed 15–20 minutes; Elite adds real-time plus pre- and after-hours trading sessions., Stock screener supports both fundamental and technical filters. Elite expands functionality with 20+ additional filters and raises saved presets from 50 to 200., and Visualization tools include Heat Maps and Groups, with real-time updates for Elite users..

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..

FINVIZ logo

FINVIZ

finviz.com

Editor’s pick Hands-on review

A popular stock screener and charting platform best known for its heat maps, visualization tools, and simple interface. The Free tier is ad-supported with delayed U.S. market data, while FINVIZ Elite unlocks real-time quotes (including pre- and after-hours), intraday chart layouts, backtesting, ETF full-holdings, exports and APIs, alerts, and larger portfolio/watchlist limits. Coverage is U.S. equities only. Elite includes a 7-day free trial with no credit card required.

Platforms

Web
API

Pricing

Free
Subscription

Quick highlights

  • Coverage focused on U.S. equities (NYSE, Nasdaq, Amex). Free data delayed 15–20 minutes; Elite adds real-time plus pre- and after-hours trading sessions.
  • Stock screener supports both fundamental and technical filters. Elite expands functionality with 20+ additional filters and raises saved presets from 50 to 200.
  • Visualization tools include Heat Maps and Groups, with real-time updates for Elite users.
  • Portfolio and watchlist management with email and push alerts for price changes, news, ratings, insider activity, and SEC filings. Elite increases limits to 100 portfolios and 500 tickers per portfolio.
  • ETF research with full holdings breakdown, plus structural and performance metrics (Elite only).

Community votes (overall)

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WhaleWisdom logo

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)

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Overlap

Shared focus areas

1 overlap

Both tools cover this research theme.

Where they differ

FINVIZ

Distinct strengths include:

  • Coverage focused on U.S. equities (NYSE, Nasdaq, Amex). Free data delayed 15–20 minutes; Elite adds real-time plus pre- and after-hours trading sessions.
  • Stock screener supports both fundamental and technical filters. Elite expands functionality with 20+ additional filters and raises saved presets from 50 to 200.
  • Visualization tools include Heat Maps and Groups, with real-time updates for Elite users.
  • Portfolio and watchlist management with email and push alerts for price changes, news, ratings, insider activity, and SEC filings. Elite increases limits to 100 portfolios and 500 tickers per portfolio.

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

AttributeFINVIZWhaleWisdom
Categories

Which research workflows each platform targets

Shared: 13F

Unique: Screeners, Data Visualizations, Portfolio, Watchlist, Backtesting, News, Alerts, Data APIs, Financials, ETF Overview, ETF Holdings, Insider Data, Short Interest, Options

Shared: 13F

Unique: Institutional Data, Investor Holdings, Stock Ideas

Asset types

Supported asset classes and universes

Stocks, ETFs, Options, Futures, Currencies, Cryptos

Stocks, ETFs

Experience levels

Who each product is built for

Beginner, Intermediate, Advanced

Beginner, Intermediate, Advanced

Platforms

Where you can access the product

Web, API

Web, API

Pricing

High-level pricing models

Free, Subscription

Free, Subscription

Key features

Core capabilities called out by each vendor

Unique

  • Coverage focused on U.S. equities (NYSE, Nasdaq, Amex). Free data delayed 15–20 minutes; Elite adds real-time plus pre- and after-hours trading sessions.
  • Stock screener supports both fundamental and technical filters. Elite expands functionality with 20+ additional filters and raises saved presets from 50 to 200.
  • Visualization tools include Heat Maps and Groups, with real-time updates for Elite users.
  • Portfolio and watchlist management with email and push alerts for price changes, news, ratings, insider activity, and SEC filings. Elite increases limits to 100 portfolios and 500 tickers per portfolio.
  • ETF research with full holdings breakdown, plus structural and performance metrics (Elite only).
  • Exports and APIs for Screener, Portfolios, Groups, Options Chains, and News; sample code available for Google Sheets, Python, and JavaScript (Elite).

Unique

  • 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.
Tested

Verified by hands-on testing inside Find My Moat

Yes

Not yet

Editor pick

Featured inside curated shortlists

Highlighted

Standard listing

Frequently Asked Questions

Which workflows do FINVIZ and WhaleWisdom both support?

Both platforms cover 13F workflows, so you can research those use cases in either tool before digging into the feature differences below.

Do FINVIZ and WhaleWisdom require subscriptions?

Both FINVIZ and WhaleWisdom keep freemium access with optional paid upgrades, so you can trial each platform before committing.

How can you access FINVIZ and WhaleWisdom?

Both FINVIZ 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?

FINVIZ differentiates itself with Coverage focused on U.S. equities (NYSE, Nasdaq, Amex). Free data delayed 15–20 minutes; Elite adds real-time plus pre- and after-hours trading sessions., Stock screener supports both fundamental and technical filters. Elite expands functionality with 20+ additional filters and raises saved presets from 50 to 200., and Visualization tools include Heat Maps and Groups, with real-time updates for Elite users., 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..

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.