Tool Comparison
GuruFocus vs WhaleWisdom
- Paid from
- $549/yr, billed annually
- Free plan
- Yes
- Platforms
- Web, Mobile, API
Best if
- You do a lot of your research from your phone
- You want ETF screeners, top analysts, and stock comparison.
- You're a long-term investor who cares more about fundamentals than headlines
- Paid from
- $300/yr, billed annually
- Free plan
- Yes
- Platforms
- Web, API, Desktop
Best if
- You want a lower paid starting price: $300/yr, billed annually instead of $549/yr, billed annually
Start here
GuruFocus
Free • From $549/yr, billed annually · Web · Mobile · API
- You do a lot of your research from your phone
- You want ETF screeners, top analysts, and stock comparison.
- You're a long-term investor who cares more about fundamentals than headlines
Pick WhaleWisdom instead if
WhaleWisdom
Free • From $300/yr, billed annually · Web · API · Desktop
- You want a lower paid starting price: $300/yr, billed annually instead of $549/yr, billed annually
Skip both if: Neither one clicks with how you research; there are strong third options.
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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: 49 categories to WhaleWisdom's 8, including ETF screeners, top analysts, and stock comparison, plus a mobile app. WhaleWisdom counters by offering a lower paid starting price at $300/yr, billed annually.
What readers say
GuruFocus
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WhaleWisdom
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Key differences at a glance
- Cheaper paid plan
- WhaleWisdom$300/yr, billed annually vs $549/yr, billed annually
- Free trial
- GuruFocus7 days
- Broader coverage
- GuruFocus49 vs 8 categories
- Mobile app
- GuruFocus
- Desktop app
- WhaleWisdom
- Global coverage
- GuruFocus
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.
- ETF Screener and ETF GF Scores for filtering and comparing more than 5,000 U.S.
- Corporate and government bond screening by yield, maturity, ratings, coupon structure, outstanding amount, issuer, and industry, plus company-level bond tabs.
- Backtest screener strategies across many countries with configurable stock count, ranking metric, sort order, date range, and rebalance frequency; current membership terms give Premium the latest five years and Premium Plus/Professional history back to 2006.
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.
Side by side
Pricing comparison
See for yourself
Side by side
Price, platforms, data, and market coverage.ShowHide
Side by side
| Attribute | ||
|---|---|---|
| Pricing & plans | ||
Starting price | Free • From $549/yr, billed annually | Free • From $300/yr, billed annually |
Free tier | Yes | Yes |
Free trial | 7 days | — |
Plan limits | 55 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 +53 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 | 49 | 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 | 9 signals: Custom formulas, Ranking backtests +7 more | — |
Security | Status page and Encryption in transit | Data residency: US |
| Try it | Visit GuruFocus | Visit WhaleWisdom |
Standout features
The best features of GuruFocus and WhaleWisdom.ShowHide
Standout features
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.
- ETF Screener and ETF GF Scores for filtering and comparing more than 5,000 U.S.
- Corporate and government bond screening by yield, maturity, ratings, coupon structure, outstanding amount, issuer, and industry, plus company-level bond tabs.
- Backtest screener strategies across many countries with configurable stock count, ranking metric, sort order, date range, and rebalance frequency; current membership terms give Premium the latest five years and Premium Plus/Professional history back to 2006.
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.
All details
Every attribute we track for GuruFocus and WhaleWisdom.ShowHide
All details
| 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 curvesCredit ratings+1 more | 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.
Pricing
Plans, billing, free trials, and monthly prices.ShowHide
Pricing
| 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/yrBilled annually≈ $45.75/mo“Premium”billing: Annual only · region price: $549/year for USA, Asia, or Europe; $369/year for several other regions · +7 more | $300/yrBilled annually≈ $25/mo“Standard Annual” |
| Tier 2 | $1398/yrBilled annually≈ $116.50/mo“Premium Plus”billing: Annual only · screener export rows: 5,000 · +3 more | $90/qtr“Standard Quarterly” |
| Tier 3 | $200/moBilled monthly“Data API Builder”billing: Billed annually · monthly request limit: No limit · +12 more | $500/yrBilled annually≈ $41.67/mo“Pro Annual” |
| Tier 4 | $2448/yrBilled annually≈ $204/mo“Professional”billing: Annual only · data api requests: 2,000/month included with Professional membership | $150/qtr“Pro Quarterly” |
| Tier 5 | $2000/moBilled monthly“Data API Commercial”billing: Billed annually · monthly request limit: No limit · +1 more | — |
| 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” | Contact sales“Enterprise” |
| Free trial | 7 days | — |
Alternatives
Free alternatives
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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