Monexa adds News, News Sentiment, Calendar, Financials, Transcripts, Valuation Models, Analyst Forecasts, Analyst Price Targets, Dividends, Insider Data, 13D/13G, Screeners, Watchlist, US Government Trades, and AI Chat coverage that WhaleWisdom skips.
VOL. XCIV, NO. 247
★ FINANCIAL TOOLS & SERVICES DIRECTORY ★
PRICE: 5 CENTS
Wednesday, November 19, 2025
Tool Comparison
Monexa vs WhaleWisdom comparison
Compare pricing, supported platforms, categories, and standout capabilities to decide which tool fits your workflow.
Quick takeaways
WhaleWisdom includes Stock Ideas categories that Monexa omits.
In depth comparison
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.
Categories
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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WhaleWisdom
whalewisdom.com
Aggregates 13F filings and insider transactions so investors can follow institutional positioning, build watchlists, and backtest crowding strategies.
Platforms
WebAPI
Pricing
FreeSubscription
Quick highlights
- Rank hedge fund managers by performance, risk-adjusted returns, and recent filings.
- Pull 13F, 13D/G, insider trades, and sector exposures into custom portfolios and alerts.
- API and bulk downloads available for quantitative workflows and screening.
- Tools for cloning strategies, monitoring crowding, and tracking portfolio overlaps over time.
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Where they differ
Monexa
Distinct strengths include:
NewsNews SentimentCalendarFinancialsTranscriptsValuation ModelsAnalyst ForecastsAnalyst Price Targets
- 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.
WhaleWisdom
Distinct strengths include:
- Rank hedge fund managers by performance, risk-adjusted returns, and recent filings.
- Pull 13F, 13D/G, insider trades, and sector exposures into custom portfolios and alerts.
- API and bulk downloads available for quantitative workflows and screening.
- Tools for cloning strategies, monitoring crowding, and tracking portfolio overlaps over time.
Feature-by-feature breakdown
| Attribute | Monexa | WhaleWisdom |
|---|---|---|
Categories Which research workflows each platform targets | Shared: Institutional Data, 13F, Investor Holdings Unique: News, News Sentiment, Calendar, Financials, Transcripts, Valuation Models, Analyst Forecasts, Analyst Price Targets, Dividends, Insider Data, 13D/13G, Screeners, Watchlist, US Government Trades, AI Chat | Shared: Institutional Data, 13F, Investor Holdings Unique: Stock Ideas |
Asset types Supported asset classes and universes | Stocks, ETFs | 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, API |
Pricing High-level pricing models | Free, Subscription | Free, Subscription |
Key features Core capabilities called out by each vendor | Unique
| Unique
|
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 Monexa and WhaleWisdom both support?
Both platforms cover Institutional Data, 13F, and Investor Holdings workflows, so you can research those use cases in either tool before digging into the feature differences below.
Do Monexa and WhaleWisdom require subscriptions?
Both Monexa and WhaleWisdom keep freemium access with optional paid upgrades, so you can trial each platform before committing.
How can you access Monexa and WhaleWisdom?
Both Monexa and WhaleWisdom 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 WhaleWisdom stands out for Rank hedge fund managers by performance, risk-adjusted returns, and recent filings., Pull 13F, 13D/G, insider trades, and sector exposures into custom portfolios and alerts., and API and bulk downloads available for quantitative workflows and screening..
Keep exploring
Keep exploring
Stay on top of related tools
Browse the categories and profiles that overlap most with this comparison to round out your shortlist.
Related categories
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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.