VOL. XCIV, NO. 247

★ FINANCIAL TOOLS & SERVICES DIRECTORY ★

PRICE: 5 CENTS

Sunday, December 7, 2025

Tool Comparison

Monexa vs Wall St. Rank comparison

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

Quick takeaways

Monexa adds Calendar, Financials, Transcripts, Valuation Models, Dividends, Insider Data, 13D/13G, Screeners, Watchlist, US Government Trades, and AI Chat coverage that Wall St. Rank skips.

Wall St. Rank includes Analyst Recommendations, and Data APIs categories that Monexa omits.

Monexa has a free tier, while Wall St. Rank requires a paid plan.

In depth comparison

Monexa logo

Monexa

monexa.ai

AI‑augmented equity research workstation with company dashboards (financials, estimates, insider trades, dividends, SEC filings, ownership), news with sentiment filters, an equity screener, watchlists, Whale Tracker (institutional portfolios/13F), and Congressional Trading. Pro unlocks AI reports (corporate finance, peer benchmarks, SWOT) and full transcript history/analysis.

Platforms

Web

Pricing

FreeSubscription

Quick highlights

  • Company dashboards with tabs for Financials, Estimates, Insider Transactions, Dividends, SEC Filings, Ownership, and Transcripts.
  • AI Financial Analysis: executive overview, bull/base/bear scenario modeling, and financial‑health (cash, leverage, DuPont) refreshed each earnings cycle (Pro).
  • AI Peer Analysis: benchmark valuation, growth, profitability, and capital returns vs. peers in one AI report (Pro).
  • AI SWOT Analysis previews and full SWOT in Pro.
  • Earnings call Transcripts with gated full history and transcript analysis in Pro.

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Wall St. Rank logo

Wall St. Rank

wallstrank.com

Fund‑ and analyst‑consensus explorer with an API. Core pillars: 13F‑based fund portfolios & trends (incl. new/closed/increased/reduced positions and calls/puts), analyst ratings & price‑target feed with firm/analyst profiles, news sentiment views, plus a quarterly ‘Fund Manager Index.’ Strong for event‑ and consensus‑driven equity research; not a broker/execution or factor backtesting tool.

Platforms

WebAPI

Pricing

Subscription

Quick highlights

  • Fund Manager Portfolios: browse holdings & stats for the largest funds and ‘superinvestors’ across quarters (AUM filters, turnover, holdings counts).
  • Fund Trends: aggregate ‘common fund bets,’ largest buys/sells, and options exposures (calls/puts) derived from filings.
  • Analyst Intelligence: live ratings & price‑target feed; analyst and research‑firm profiles; ‘Analyst Upside’ consensus views.
  • WSR Indexes: a Fund Manager Index rebalanced the day after the 46th‑day 13F deadline; Analyst Index ‘coming soon’.
  • Rankings pages for stocks/ETFs (e.g., market cap, price movers) and news sentiment visualizations.

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Where they differ

Monexa

Distinct strengths include:

  • Company dashboards with tabs for Financials, Estimates, Insider Transactions, Dividends, SEC Filings, Ownership, and Transcripts.
  • AI Financial Analysis: executive overview, bull/base/bear scenario modeling, and financial‑health (cash, leverage, DuPont) refreshed each earnings cycle (Pro).
  • AI Peer Analysis: benchmark valuation, growth, profitability, and capital returns vs. peers in one AI report (Pro).
  • AI SWOT Analysis previews and full SWOT in Pro.

Wall St. Rank

Distinct strengths include:

  • Fund Manager Portfolios: browse holdings & stats for the largest funds and ‘superinvestors’ across quarters (AUM filters, turnover, holdings counts).
  • Fund Trends: aggregate ‘common fund bets,’ largest buys/sells, and options exposures (calls/puts) derived from filings.
  • Analyst Intelligence: live ratings & price‑target feed; analyst and research‑firm profiles; ‘Analyst Upside’ consensus views.
  • WSR Indexes: a Fund Manager Index rebalanced the day after the 46th‑day 13F deadline; Analyst Index ‘coming soon’.

Feature-by-feature breakdown

AttributeMonexaWall St. Rank
Categories

Which research workflows each platform targets

Shared: News, News Sentiment, Analyst Forecasts, Analyst Price Targets, Institutional Data, 13F, Investor Holdings

Unique: Calendar, Financials, Transcripts, Valuation Models, Dividends, Insider Data, 13D/13G, Screeners, Watchlist, US Government Trades, AI Chat

Shared: News, News Sentiment, Analyst Forecasts, Analyst Price Targets, Institutional Data, 13F, Investor Holdings

Unique: Analyst Recommendations, Data APIs

Asset types

Supported asset classes and universes

Stocks, ETFs

Stocks, ETFs, Options

Experience levels

Who each product is built for

Beginner, Intermediate, Advanced

Intermediate, Advanced

Platforms

Where you can access the product

Web

Web, API

Pricing

High-level pricing models

Free, Subscription

Subscription

Key features

Core capabilities called out by each vendor

Unique

  • Company dashboards with tabs for Financials, Estimates, Insider Transactions, Dividends, SEC Filings, Ownership, and Transcripts.
  • AI Financial Analysis: executive overview, bull/base/bear scenario modeling, and financial‑health (cash, leverage, DuPont) refreshed each earnings cycle (Pro).
  • AI Peer Analysis: benchmark valuation, growth, profitability, and capital returns vs. peers in one AI report (Pro).
  • AI SWOT Analysis previews and full SWOT in Pro.
  • Earnings call Transcripts with gated full history and transcript analysis in Pro.
  • Analyst Estimates: consensus dashboards with price targets and 5‑year forecast unlock.

Unique

  • Fund Manager Portfolios: browse holdings & stats for the largest funds and ‘superinvestors’ across quarters (AUM filters, turnover, holdings counts).
  • Fund Trends: aggregate ‘common fund bets,’ largest buys/sells, and options exposures (calls/puts) derived from filings.
  • Analyst Intelligence: live ratings & price‑target feed; analyst and research‑firm profiles; ‘Analyst Upside’ consensus views.
  • WSR Indexes: a Fund Manager Index rebalanced the day after the 46th‑day 13F deadline; Analyst Index ‘coming soon’.
  • Rankings pages for stocks/ETFs (e.g., market cap, price movers) and news sentiment visualizations.
  • Public API for programmatic access to portfolios, holdings, trends, analyst ratings and more (REST, JSON, API key).
Tested

Verified by hands-on testing inside Find My Moat

Not yet

Not yet

Editor pick

Featured inside curated shortlists

Standard listing

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Frequently Asked Questions

Which workflows do Monexa and Wall St. Rank both support?

Both platforms cover News, News Sentiment, Analyst Forecasts, Analyst Price Targets, Institutional Data, 13F, and Investor Holdings workflows, so you can research those use cases in either tool before digging into the feature differences below.

Which tool offers a free plan?

Monexa offers a free entry point, while Wall St. Rank requires a paid subscription. Review the pricing table to see how the paid tiers compare.

How can you access Monexa and Wall St. Rank?

Both Monexa and Wall St. Rank 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?

Monexa differentiates itself with Company dashboards with tabs for Financials, Estimates, Insider Transactions, Dividends, SEC Filings, Ownership, and Transcripts., AI Financial Analysis: executive overview, bull/base/bear scenario modeling, and financial‑health (cash, leverage, DuPont) refreshed each earnings cycle (Pro)., and AI Peer Analysis: benchmark valuation, growth, profitability, and capital returns vs. peers in one AI report (Pro)., whereas Wall St. Rank stands out for Fund Manager Portfolios: browse holdings & stats for the largest funds and ‘superinvestors’ across quarters (AUM filters, turnover, holdings counts)., Fund Trends: aggregate ‘common fund bets,’ largest buys/sells, and options exposures (calls/puts) derived from filings., and Analyst Intelligence: live ratings & price‑target feed; analyst and research‑firm profiles; ‘Analyst Upside’ consensus views..

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.