VOL. XCIV, NO. 247

★ FINANCIAL TOOLS & SERVICES DIRECTORY ★

PRICE: 5 CENTS

Wednesday, November 19, 2025

Tool Comparison

Gainify vs Yellowbrick Investing comparison

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

Quick takeaways

Gainify adds Calendar, Financials, Valuation Models, Transcripts, Analyst Recommendations, Analyst Forecasts, Analyst Price Targets, Insider Data, US Government Trades, Watchlist, and Blogs coverage that Yellowbrick Investing skips.

Yellowbrick Investing includes Investor Holdings, Alerts, and Newsletters categories that Gainify omits.

In depth comparison

Gainify logo

Gainify

gainify.io

AI‑assisted stock research platform built on institutional‑grade datasets (S&P Global Market Intelligence as core, plus Finnhub & FMP). Modules include a fundamentals‑first **Stock Screener** (500+ filters), **Earnings Calendar**, **Fundamentals Charting**, **Top Investors** (13F + Congress/insiders with alerts), thematic **Ideas/Trending**, one‑page **Stock Reports**, and a conversational **Gainify AI** that reasons over real‑time market data and analyst estimates. Roadmap lists filings viewer, calculators, alerts on fundamentals, and portfolio sync with major brokers.

Platforms

Web

Pricing

FreeSubscription

Quick highlights

  • Supercharged screener with 500+ filters across fundamentals, forward estimates, and valuation multiples.
  • Conversational AI for valuation, key financials, and earnings‑call insights (real‑time aware).
  • Earnings Calendar with dates, estimates and quick drilldowns.
  • Top Investors tracker: real‑time 13F filings, rankings, and email alerts; Congress & insider trading views.
  • Fundamentals Charting: build dynamic charts from statements in seconds.

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Yellowbrick Investing logo

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

Web

Pricing

FreeSubscription

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.

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Where they differ

Gainify

Distinct strengths include:

  • Supercharged screener with 500+ filters across fundamentals, forward estimates, and valuation multiples.
  • Conversational AI for valuation, key financials, and earnings‑call insights (real‑time aware).
  • Earnings Calendar with dates, estimates and quick drilldowns.
  • Top Investors tracker: real‑time 13F filings, rankings, and email alerts; Congress & insider trading views.

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

AttributeGainifyYellowbrick Investing
Categories

Which research workflows each platform targets

Shared: Screeners, Stock Ideas, Institutional Data, 13F

Unique: Calendar, Financials, Valuation Models, Transcripts, Analyst Recommendations, Analyst Forecasts, Analyst Price Targets, Insider Data, US Government Trades, Watchlist, Blogs

Shared: Screeners, Stock Ideas, Institutional Data, 13F

Unique: Investor Holdings, Alerts, Newsletters

Asset types

Supported asset classes and universes

Stocks

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, Subscription

Free, Subscription

Key features

Core capabilities called out by each vendor

Unique

  • Supercharged screener with 500+ filters across fundamentals, forward estimates, and valuation multiples.
  • Conversational AI for valuation, key financials, and earnings‑call insights (real‑time aware).
  • Earnings Calendar with dates, estimates and quick drilldowns.
  • Top Investors tracker: real‑time 13F filings, rankings, and email alerts; Congress & insider trading views.
  • Fundamentals Charting: build dynamic charts from statements in seconds.
  • Watchlists with analyst upgrades/downgrades, upcoming earnings, and community 'My Ratings'.

Unique

  • 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.
  • Yellowbrick Premium Portfolio is a real-money portfolio that mirrors top investor trades and issues alerts when new trades are made.
Tested

Verified by hands-on testing inside Find My Moat

Not yet

Not yet

Editor pick

Featured inside curated shortlists

Standard listing

Standard listing

Frequently Asked Questions

Which workflows do Gainify and Yellowbrick Investing both support?

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

Do Gainify and Yellowbrick Investing require subscriptions?

Both Gainify and Yellowbrick Investing keep freemium access with optional paid upgrades, so you can trial each platform before committing.

How can you access Gainify and Yellowbrick Investing?

Both Gainify 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?

Gainify differentiates itself with Supercharged screener with 500+ filters across fundamentals, forward estimates, and valuation multiples., Conversational AI for valuation, key financials, and earnings‑call insights (real‑time aware)., and Earnings Calendar with dates, estimates and quick drilldowns., 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..

Keep exploring

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.