VOL. XCIV, NO. 247
BEST INVESTING TOOLS COMPARISON
Tool details checked August 23, 2026
Tool Comparison
FINVIZ vs WhaleWisdom
Start here
FINVIZ
Free • From $299.50/yr · Web · API
- You want the cheaper way in: plans start at $24.96/mo instead of $25/mo
- Delayed quotes won't cut it; you need real-time data
- You want ETF screeners, stock comparison, and data visualizations.
Pick WhaleWisdom instead if
WhaleWisdom
Free • From $300/yr · Web · API · Desktop
- You want stock ideas and sheets / excel add-ins.
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
FINVIZ and WhaleWisdom cover a lot of the same ground (6 shared categories, including screeners, backtesting, and alerts), so for the basics you won't go far wrong with either. FINVIZ simply does more: 17 categories to WhaleWisdom's 8, including ETF screeners, stock comparison, and data visualizations. WhaleWisdom counters by keeping things simpler.
What readers say
FINVIZ
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WhaleWisdom
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Key differences at a glance
- Cheaper paid plan
- FINVIZ$24.96/mo vs $25/mo
- Free trial
- FINVIZ7 days
- Broader coverage
- FINVIZ17 vs 8 categories
- Desktop app
- WhaleWisdom
- Real-time data
- FINVIZ
- Asset coverage
- WhaleWisdomAdds closed-end funds and bonds
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 • From $299.50/yr | Free • From $300/yr |
Free tier | Yes | Yes |
Free trial | 7 days | — |
Plan limits | 18 limits: Free: screener presets: 50, Free: items per page: 20 (table) / 36 (charts) / 10 (snapshots) +16 more | — |
| Platforms & access | ||
Web app | Yes | Yes |
Desktop app | No | Yes |
Mobile app | No | No |
API access | Yes | Yes |
Broker sync | No | — |
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 +3 more | — |
Categories covered | 17 | 8 |
Regions | North America | North America |
| Data & capabilities | ||
Data quality | Latency: Real-time | — |
Capabilities | Universe builder and Correlation | — |
Security | — | Data residency: US |
| Try it | Visit FINVIZ | Visit WhaleWisdom |
Where each one shines
What FINVIZ and WhaleWisdom each do best.ShowHide
Where each one shines
What FINVIZ and WhaleWisdom each do best.What FINVIZ does best
- Screening for U.S. stocks and ETFs with a mix of valuation, growth, profitability, technical, ownership, dividend, and performance filters.
- Heat maps, sector/group views, and snapshot pages to spot where market strength, weakness, and unusual moves are clustering.
- Saved screener presets with table, chart and snapshot result views.
- Quote pages support ticker-level research with links to financials, charts, news, insider trades, filings, options, short interest, and peer comparisons.
- Review fundamental context with financial statements, EPS and sales charts, ownership pages, insider transactions, and 13F manager holdings.
What WhaleWisdom does best
- Tracks SEC filings including 13F reports, Schedule 13D/G events, Form 4 insider transactions, Form D, Form 144, N-CEN, and Form ADV.
- Monitors hedge funds, institutional filers, stock holders, filer groups, and stock watchlists.
- Review 13F history back to Q1 2001 on paid plans, while free access focuses on recent history and smaller limits.
- WhaleIndex, WhaleScore, WhaleTrader, Combined Holdings, and insider backtesting features on eligible paid plans.
- Export support for 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 FINVIZ and WhaleWisdom, side by side.ShowHide
Every detail we compared
Every tracked attribute for FINVIZ and WhaleWisdom, side by side.| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFsOptions | StocksETFsClosed-End FundsBondsOptions |
Experience | BeginnerIntermediateAdvanced | BeginnerIntermediateAdvanced |
Target audience | Retail TradersPro RetailDay TradersSwing TradersLong-term Investors | Not specified |
Regions | North America | North America |
Coverage details | Countries: USIdentifiers: Ticker | Countries: USIdentifiers: Ticker, CUSIP, and CIK |
| Data | ||
Data freshness | Real-time | Not specified |
| 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 | Excel | CSVExcelJSON |
| Plans & trust | ||
Security & compliance | Not specified | Data residency: US |
Capability signals | Universe builderCorrelation | Not specified |
Vendor & support | Support: Email | 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 | Freescreener presets: 50 · items per page: 20 (table) / 36 (charts) / 10 (snapshots) · +5 more | Free |
| Entry paid plan | $299.50/yr≈ $24.96/mo“Elite annual”screener presets: 200 · portfolios: 100 · +2 more | $300/yr≈ $25/mo“Standard Annual” |
| Tier 2 | $39.50/mo“Elite monthly”screener presets: 200 · items per page: Up to 100 (table) / 120 (charts) / 50 (snapshots) · +5 more | $90/qtr“Standard Quarterly” |
| Tier 3 | — | $500/yr≈ $41.67/mo“Pro Annual” |
| Top plan | — | $150/qtr“Pro Quarterly” |
| Custom / enterprise | — | Contact sales“Enterprise” |
| Free trial | 7 days | — |
Questions we keep getting
What's the difference between FINVIZ and WhaleWisdom?
FINVIZ leans toward screeners, ETF screeners, and stock comparison, while WhaleWisdom puts more weight on institutional ownership, insider data, and stock ideas. They overlap in 6 categories, so for most people it comes down to workflow preference and price.
How much do FINVIZ and WhaleWisdom cost?
Good news: both FINVIZ and WhaleWisdom have free plans, so you can run them side by side and only pay if you hit a wall.
Do FINVIZ and WhaleWisdom have APIs?
Yes, both offer API access, so developers and quants can pull data programmatically or wire up their own integrations.
Should I choose FINVIZ or WhaleWisdom?
It depends on what you're after. Pick FINVIZ if ETF screeners and stock comparison matter to you; go with WhaleWisdom if you'd rather have stock ideas and sheets / excel add-ins. And if you only need the basics both share, let price decide.
What asset classes do FINVIZ and WhaleWisdom cover?
Both cover stocks, ETFs, and options. WhaleWisdom adds closed-end funds and bonds on top.
Does FINVIZ or WhaleWisdom have real-time data?
FINVIZ offers real-time data, which matters if you trade actively. WhaleWisdom runs on delayed or end-of-day data, which is perfectly fine for longer-term investors who don't live and die by the tick.
Can I export data from FINVIZ and WhaleWisdom?
Yes, both export to spreadsheets (Excel), which is handy if you like running your own numbers.
Is FINVIZ or WhaleWisdom better for day trading?
FINVIZ is the one positioned more for active traders. WhaleWisdom is the better fit if you care less about fast trading workflows and more about a calmer research process.
Which has a better stock screener: FINVIZ or WhaleWisdom?
Both FINVIZ and WhaleWisdom include stock screeners, and they differ more in interface than raw power; try both and see which one clicks for you.
Can I track my portfolio with FINVIZ or WhaleWisdom?
FINVIZ handles portfolio tracking. WhaleWisdom is really a research tool; you'd track your portfolio elsewhere.
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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.