★ BEST INVESTING TOOLS COMPARISON ★
VOL. XCIV, NO. 247
Tool comparison edition
Tool Comparison
FINVIZ vs WhaleWisdom
Start here
FINVIZ
Best for ETF screeners and stock comparison
Free • From $299.50/yr · Web · 93% positive (14 votes)
- Delayed quotes won't cut it; you need real-time data
- You want the cheaper way in: plans start at $24.96/mo instead of $25/mo
- You care about ETF screeners, stock comparison, and data visualizations, things WhaleWisdom doesn't offer
Pick WhaleWisdom instead if
WhaleWisdom
Best for stock ideas and sheets / excel add-ins
Free • From $300/yr · Web · API · Desktop · 100% positive (1 vote)
- You want an API so you can script or automate things
- You care about stock ideas and sheets / excel add-ins, things FINVIZ doesn't offer
Skip both if: Neither one clicks with how you research; there are strong third options.
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The verdict
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.
Key differences at a glance
- Real-time data
- FINVIZ
- Cheaper paid plan
- FINVIZ$24.96/mo vs $25/mo
- Free trial
- FINVIZ7 days
- Broader coverage
- FINVIZ17 vs 8 categories
- Desktop app
- WhaleWisdom
- API access
- WhaleWisdom
Comparison snapshot
| 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 | No | 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: 15-min Delayed and Real-time | — |
Capabilities | Universe builder and Correlation | — |
Security | — | Data residency: US |
| Try it | Visit FINVIZ | Visit WhaleWisdom |
Standout features
What FINVIZ does best
- Screen U.S. stocks and ETFs with a mix of valuation, growth, profitability, technical, ownership, dividend, and performance filters.
- Use heat maps, sector/group views, and snapshot pages to spot where market strength, weakness, and unusual moves are clustering.
- Save screener setups with presets and switch between table, chart, and snapshot-style result views depending on how you research.
- Move from a screen to ticker-level research with quote pages that link financials, charts, news, insider trades, filings, options, short interest, and peer comparison.
- Review fundamental context with financial statements, EPS and sales charts, ownership pages, insider transactions, and 13F manager holdings.
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.
Data & access details
| 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 | 15-min DelayedReal-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.
Pricing breakdown
$299.50/yr
Lower starting price
Plans & pricing
- screener presets: 50
- items per page: 20 (table) / 36 (charts) / 10 (snapshots)
- +5 more
- screener presets: 200
- items per page: Up to 100 (table) / 120 (charts) / 50 (snapshots)
- +5 more
- screener presets: 200
- portfolios: 100
- +2 more
$300/yr
Starting price
Plans & pricing
Coverage overlap
Shared categories
6Where the two tools cover the same ground.
FINVIZ strengths
11What you only get with FINVIZ.
WhaleWisdom strengths
2What you only get with WhaleWisdom.
Community category leaders
Vote sentiment comparison
Loading sentiment chart...
Frequently Asked Questions
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.
Does FINVIZ or WhaleWisdom have an API?
WhaleWisdom has an API for programmatic access and custom integrations. FINVIZ doesn't, so you're working through its interface.
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.
Other tools you might like
These profiles share overlapping coverage with both sides of this matchup.
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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.