★ BEST INVESTING TOOLS COMPARISON ★
VOL. XCIV, NO. 247
Tool comparison edition
Tool Comparison
GuruFocus vs WhaleWisdom
Start here
GuruFocus
Free • From $549/yr · Web · Mobile · API
- You do a lot of your research from your phone
- You care about ETF screeners, top analysts, and stock comparison, things WhaleWisdom doesn't offer
- You're a long-term investor who cares more about fundamentals than headlines
Pick WhaleWisdom instead if
WhaleWisdom
Free • From $300/yr · Web · API · Desktop
- You want the cheaper way in: plans start at $25/mo instead of $45.75/mo
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
GuruFocus and WhaleWisdom cover a lot of the same ground (8 shared categories, including stock ideas, screeners, and backtesting), so for the basics you won't go far wrong with either. GuruFocus simply does more: 48 categories to WhaleWisdom's 8, including ETF screeners, top analysts, and stock comparison, plus a mobile app. WhaleWisdom counters by starting cheaper at $25/mo.
What readers say
GuruFocus
Vote once to reveal the community verdict.
WhaleWisdom
Vote once to reveal the community verdict.
Key differences at a glance
- Cheaper paid plan
- WhaleWisdom$25/mo vs $45.75/mo
- Free trial
- GuruFocus7 days
- Broader coverage
- GuruFocus48 vs 8 categories
- Mobile app
- GuruFocus
- Desktop app
- WhaleWisdom
- Global coverage
- GuruFocus
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 $549/yr | Free • From $300/yr |
Free tier | Yes | Yes |
Free trial | 7 days | — |
Plan limits | 47 limits: Free: portfolio limit: Up to 3 portfolios with 25 stocks each for free members, Free: data api requests: 100/month included in the Free API package +45 more | — |
| Platforms & access | ||
Web app | Yes | Yes |
Desktop app | No | Yes |
Mobile app | Yes | No |
API access | Yes | Yes |
Broker sync | Yes | — |
Integrations | GuruFocus Data API, GuruFocus MCP Server +3 more | 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 +9 more | — |
Categories covered | 48 | 8 |
Regions | North America, Europe, APAC, LatAm, Middle East, Africa | North America |
| Data & capabilities | ||
Data quality | 5 signals: Latency: End of Day, Granularity: EOD +3 more | — |
Data partners | 5 partners: QuoteMedia, Morningstar +3 more | — |
Capabilities | 8 signals: Custom formulas, Ranking backtests +6 more | — |
Security | Status page and Encryption in transit | Data residency: US |
| Try it | Visit GuruFocus | Visit WhaleWisdom |
Where each one shines
What GuruFocus and WhaleWisdom each do best.ShowHide
Where each one shines
What GuruFocus and WhaleWisdom each do best.What GuruFocus does best
- Research coverage for global stocks with long historical financials, valuation data, charts, comparisons, market valuation indicators, economic indicators, industry data, and company-level fundamentals.
- The All-in-One Screener with hundreds of filters across fundamentals, valuation, profitability, growth, dividends, guru holdings, insider trades, predefined value screens, custom filters, saved screens, and downloads.
- Backtest screener strategies across many countries with configurable stock count, ranking metric, sort order, date range, and rebalance frequency.
- GF Score to compare stocks through a 0-100 framework built around financial strength, profitability, growth, valuation, and momentum.
- GF Value to frame fair value from historical multiples, past returns, and analyst estimates, then classify stocks by valuation range.
What WhaleWisdom does best
- Tracking SEC filing datasets including 13F reports, Schedule 13D/G events, Form 4 insider transactions, Form D, Form 144, N-CEN, and Form ADV tools.
- Monitoring hedge funds, institutional filers, stock holders, filer groups, and stock watchlists from a dedicated holdings research workflow.
- Views for reviewing 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 GuruFocus and WhaleWisdom, side by side.ShowHide
Every detail we compared
Every tracked attribute for GuruFocus and WhaleWisdom, side by side.| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFsBondsMutual FundsOptionsFundsOther | StocksETFsClosed-End FundsBondsOptions |
Experience | BeginnerIntermediateAdvanced | BeginnerIntermediateAdvanced |
Target audience | Retail TradersPro RetailLong-term InvestorsValue InvestorsQuality InvestorsDividend InvestorsAnalystsQuants/Developers+3 more | Not specified |
Regions | North AmericaEuropeAPACLatAmMiddle EastAfrica | North America |
Coverage details | Identifiers: Ticker and CIK | Countries: USIdentifiers: Ticker, CUSIP, and CIK |
| Data | ||
Data freshness | End of Day | Not specified |
Data granularity | EOD | Not specified |
Pricing sources | ExchangeVendorModel | Not specified |
Data partners | QuoteMediaMorningstarRefinitivFREDSEC / local regulators | Not specified |
| Access & integrations | ||
API protocols | REST | REST |
API auth & delivery | Auth: APIKeySDKs: Python and GoDocs | Auth: APIKey20 req/minDocs |
Import methods | CSVBrokerOAuthManual | Not specified |
Integrations | GuruFocus Data APIGuruFocus MCP ServerGuruFocus Excel Add-inGuruFocus Google Sheets Add-onSnapTrade | WhaleWisdom Excel Add-inMicrosoft Office Store add-inNightly FTP bulk files for Enterprise |
Export formats | CSVExcelJSON | CSVExcelJSON |
| Plans & trust | ||
Security & compliance | Status pageEncryption in transit | Data residency: US |
Capability signals | Custom formulasRanking backtestsUniverse builderFactors: Value, Quality, Momentum, and GrowthBroker syncMulti-currencyYield curvesAI summaries: Transcripts | Not specified |
Vendor & support | GuruFocus.com, LLCCountry: United StatesFounded 2004Support: Email, Chat, Phone, and Forum | 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 | Freeportfolio limit: Up to 3 portfolios with 25 stocks each for free members · data api requests: 100/month included in the Free API package · +1 more | Free |
| Entry paid plan | $549/yr≈ $45.75/mo“Premium”billing: Annual only · data api requests: 200/month included with Premium membership · +2 more | $300/yr≈ $25/mo“Standard Annual” |
| Tier 2 | $1398/yr≈ $116.50/mo“Plus / Premium Plus”billing: Annual only · data api requests: 500/month included with Premium Plus membership · +2 more | $90/qtr“Standard Quarterly” |
| Tier 3 | $200/mo“Data API Builder”billing: Billed annually · monthly request limit: No limit · +10 more | $500/yr≈ $41.67/mo“Pro Annual” |
| Tier 4 | $2448/yr≈ $204/mo“Pro / Professional”billing: Annual only · data api requests: 2,000/month included with Professional membership | $150/qtr“Pro Quarterly” |
| Tier 5 | $2000/mo“Data API Commercial”billing: Billed annually · monthly request limit: No limit · +1 more | Subscription“Enterprise” |
| Top plan | $100 per unit“Data API Pay As You Go”initial top up: $100 credit · stock daily prices: $0.05/request · +16 more | — |
| Custom / enterprise | Contact sales“Custom API / Enterprise Package” | — |
| Free trial | 7 days | — |
Questions we keep getting
What's the difference between GuruFocus and WhaleWisdom?
GuruFocus leans toward stock ideas, screeners, and ETF screeners, while WhaleWisdom puts more weight on institutional ownership, insider data, and stock ideas. They overlap in 8 categories, so for most people it comes down to workflow preference and price.
How much do GuruFocus and WhaleWisdom cost?
Good news: both GuruFocus and WhaleWisdom have free plans, so you can run them side by side and only pay if you hit a wall.
Can I use GuruFocus or WhaleWisdom on my phone?
GuruFocus lists a dedicated mobile app, so it travels better. WhaleWisdom doesn't list a dedicated mobile app; its documented access is web, API, and desktop.
Do GuruFocus 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 GuruFocus or WhaleWisdom?
It depends on what you're after. Pick GuruFocus if ETF screeners and top analysts matter to you; go with WhaleWisdom if you prefer its overall approach. And if you only need the basics both share, let price decide.
What asset classes do GuruFocus and WhaleWisdom cover?
Both cover stocks, ETFs, bonds, and options. GuruFocus also handles mutual funds, funds, and other. WhaleWisdom adds closed-end funds on top.
Which covers international markets: GuruFocus or WhaleWisdom?
GuruFocus has documented international coverage (North America, Europe, APAC, LatAm, and more), so it's the safer bet if you hold non-US stocks. WhaleWisdom is more region-specific, mainly North America.
Can I export data from GuruFocus and WhaleWisdom?
Yes, both export to spreadsheets (CSV and Excel), which is handy if you like running your own numbers.
Which has a better stock screener: GuruFocus or WhaleWisdom?
Both GuruFocus 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 GuruFocus or WhaleWisdom?
GuruFocus handles portfolio tracking. WhaleWisdom is really a research tool; you'd track your portfolio elsewhere.
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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.