Simply Wall St adds Screeners, Portfolio, Watchlist, Financials, Valuation Models, Scores, Analyst Forecasts, Analyst Price Targets, Insider Data, Alerts, News, Dividend, and Broker Connectors coverage that WhaleWisdom skips.
VOL. XCIV, NO. 247
★ FINANCIAL TOOLS & SERVICES DIRECTORY ★
PRICE: 5 CENTS
Monday, October 6, 2025
Head-to-head
Simply Wall St vs WhaleWisdom comparison
Compare pricing, supported platforms, categories, and standout capabilities to decide which tool fits your workflow.
Quick takeaways
WhaleWisdom includes 13F, and Investor Holdings categories that Simply Wall St omits.
Simply Wall St highlights: Clear, visual company reports covering valuation (DCF), analyst growth forecasts, financial health, dividend safety, management, and insider activity., Snowflake score summarises five pillars: valuation, growth outlook, past performance, financial health, and dividends., and Portfolio tracker calculates total returns including realised/unrealised gains, dividends, FX, and annualised IRR, with automatic adjustments for stock splits..
WhaleWisdom is known 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..
Simply Wall St ships a mobile app. WhaleWisdom is web/desktop only.
Simply Wall St
simplywall.st
Editor’s pick Hands-on review
Equity research and portfolio tracker built around visual stock reports and a proprietary “Snowflake” score. Uses S&P Global Market Intelligence data, with end-of-day pricing and intraday fundamentals/ownership refresh. Premium and Unlimited plans add broker linking (Plaid/SnapTrade), daily sync, more reports, and portfolio/screener limits. Unlimited members also get full Excel/CSV/PDF exports.
Categories
Platforms
Web
Mobile
Pricing
Free
Subscription
Quick highlights
- Clear, visual company reports covering valuation (DCF), analyst growth forecasts, financial health, dividend safety, management, and insider activity.
- Snowflake score summarises five pillars: valuation, growth outlook, past performance, financial health, and dividends.
- Portfolio tracker calculates total returns including realised/unrealised gains, dividends, FX, and annualised IRR, with automatic adjustments for stock splits.
- Broker linking via Plaid and SnapTrade (Premium/Unlimited) with daily auto-sync of holdings.
- Powerful stock screener with advanced filters; save screens and get weekly alerts on matching companies.
Community votes (overall)
0% upvotes 0% downvotes
You haven't voted yet
WhaleWisdom
whalewisdom.com
Aggregates 13F filings and insider transactions so investors can follow institutional positioning, build watchlists, and backtest crowding strategies.
Platforms
Web
API
Pricing
Free
Subscription
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.
Community votes (overall)
0% upvotes 0% downvotes
You haven't voted yet
Overlap
Shared focus areas
2 overlapsMutual strengths include Stock Ideas, and Institutional Data.
Where they differ
Simply Wall St
Distinct strengths include:
- Clear, visual company reports covering valuation (DCF), analyst growth forecasts, financial health, dividend safety, management, and insider activity.
- Snowflake score summarises five pillars: valuation, growth outlook, past performance, financial health, and dividends.
- Portfolio tracker calculates total returns including realised/unrealised gains, dividends, FX, and annualised IRR, with automatic adjustments for stock splits.
- Broker linking via Plaid and SnapTrade (Premium/Unlimited) with daily auto-sync of holdings.
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 | Simply Wall St | WhaleWisdom |
|---|---|---|
Categories Which research workflows each platform targets | Shared: Stock Ideas, Institutional Data Unique: Screeners, Portfolio, Watchlist, Financials, Valuation Models, Scores, Analyst Forecasts, Analyst Price Targets, Insider Data, Alerts, News, Dividend, Broker Connectors | Shared: Stock Ideas, Institutional Data Unique: 13F, Investor Holdings |
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, Mobile | 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 | Yes | Not yet |
Editor pick Featured inside curated shortlists | Highlighted | Standard listing |
Frequently Asked Questions
Which workflows do Simply Wall St and WhaleWisdom both support?
Both platforms cover Stock Ideas, and Institutional Data workflows, so you can research those use cases in either tool before digging into the feature differences below.
Do Simply Wall St and WhaleWisdom require subscriptions?
Both Simply Wall St and WhaleWisdom keep freemium access with optional paid upgrades, so you can trial each platform before committing.
Which tool has mobile access?
Simply Wall St ships a dedicated mobile experience, while WhaleWisdom focuses on web or desktop access.
What unique strengths set the two platforms apart?
Simply Wall St differentiates itself with Clear, visual company reports covering valuation (DCF), analyst growth forecasts, financial health, dividend safety, management, and insider activity., Snowflake score summarises five pillars: valuation, growth outlook, past performance, financial health, and dividends., and Portfolio tracker calculates total returns including realised/unrealised gains, dividends, FX, and annualised IRR, with automatic adjustments for stock splits., 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
Stay on top of related tools
Browse the categories and profiles that overlap most with this comparison to round out your shortlist.
Related categories
Follow the same themes these tools compete in.
Recommended tools
These profiles share overlapping coverage with both sides of this matchup.
- TrendlyneHands-on review
Overlap: Screeners, Analyst Forecasts, and Analyst Price Targets.
ScreenersAnalyst ForecastsAnalyst Price Targets - TipRanksEditor's pickHands-on review
Overlap: Screeners, Stock Ideas, and Analyst Forecasts.
ScreenersStock IdeasAnalyst Forecasts - Fiscal.aiEditor's pickHands-on review
Overlap: Screeners, Portfolio, and Watchlist.
ScreenersPortfolioWatchlist - GuruFocusEditor's pickHands-on review
Overlap: Screeners, Stock Ideas, and Portfolio.
ScreenersStock IdeasPortfolio - StockopediaEditor's pickHands-on review
Overlap: Screeners, Stock Ideas, and Financials.
ScreenersStock IdeasFinancials - ChartMillHands-on review
Overlap: Screeners, Stock Ideas, and Watchlist.
ScreenersStock IdeasWatchlist
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.