VOL. XCIV, NO. 247
BEST INVESTING TOOLS COMPARISON
Tool details checked August 23, 2026
Tool Comparison
Simply Wall St vs WhaleWisdom
Pick Simply Wall St if
Simply Wall St
Free • From $120/yr · Web · Mobile
- You want the cheaper way in: plans start at $10/mo instead of $25/mo
- You do a lot of your research from your phone
- You want data visualizations, portfolio, and watchlist.
Pick WhaleWisdom if
WhaleWisdom
Free • From $300/yr · Web · API · Desktop
- You want an API so you can script or automate things
- You want backtesting, APIs & data feeds, and sheets / excel add-ins.
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
Simply Wall St and WhaleWisdom cover a lot of the same ground (5 shared categories, including stock ideas, screeners, and insider data), so for the basics you won't go far wrong with either. Simply Wall St simply does more: 19 categories to WhaleWisdom's 8, including data visualizations, portfolio, and watchlist, plus a mobile app. WhaleWisdom counters by keeping things simpler.
What readers say
Simply Wall St
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WhaleWisdom
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Key differences at a glance
- Cheaper paid plan
- Simply Wall St$10/mo vs $25/mo
- Free trial
- Simply Wall St7 days
- Broader coverage
- Simply Wall St19 vs 8 categories
- Mobile app
- Simply Wall St
- Desktop app
- WhaleWisdom
- API access
- WhaleWisdom
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 $120/yr | Free • From $300/yr |
Free tier | Yes | Yes |
Free trial | 7 days | — |
Plan limits | 15 limits: Free: company reports per month: 5, Free: portfolios: 1 +13 more | — |
| Platforms & access | ||
Web app | Yes | Yes |
Desktop app | No | Yes |
Mobile app | Yes | No |
API access | No | Yes |
Broker sync | Yes | — |
Integrations | Plaid, SnapTrade +6 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, Long-term Investors +3 more | — |
Categories covered | 19 | 8 |
Regions | North America, Europe, APAC, Africa | North America |
| Data & capabilities | ||
Data quality | 5 signals: Latency: End of Day, Granularity: EOD +3 more | — |
Data partners | S&P Global Market Intelligence | — |
Capabilities | 6 signals: Universe builder, Broker sync +4 more | — |
Security | Encryption at rest and Encryption in transit | Data residency: US |
| Try it | Visit Simply Wall St | Visit WhaleWisdom |
Where each one shines
What Simply Wall St and WhaleWisdom each do best.ShowHide
Where each one shines
What Simply Wall St and WhaleWisdom each do best.What Simply Wall St does best
- Visual reports cover valuation, future growth, past performance, financial health, and dividends for stocks in more than 90 markets.
- Snowflake reports link a five-part visual score to detailed sections, financials, risks, methodology, and source data.
- Curated lists cover undervalued companies, dividend stocks, insider buying, sectors, industries, and investment themes.
- The screener filters by market, industry, value, growth, income, risk, and other fundamental measures.
- Portfolio dashboards show market-relative performance, diversification, sector and region exposure, and holding fundamentals.
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.
Every detail we compared
Every tracked attribute for Simply Wall St and WhaleWisdom, side by side.ShowHide
Every detail we compared
Every tracked attribute for Simply Wall St and WhaleWisdom, side by side.| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFs | StocksETFsClosed-End FundsBondsOptions |
Experience | BeginnerIntermediateAdvanced | BeginnerIntermediateAdvanced |
Target audience | Retail TradersLong-term InvestorsValue InvestorsGrowth InvestorsDividend Investors | Not specified |
Regions | North AmericaEuropeAPACAfrica | North America |
Coverage details | Identifiers: Ticker | Countries: USIdentifiers: Ticker, CUSIP, and CIK |
| Data | ||
Data freshness | End of Day | Not specified |
Data granularity | EOD | Not specified |
Pricing sources | Vendor | Not specified |
Data partners | S&P Global Market Intelligence | Not specified |
| Access & integrations | ||
API protocols | Not specified | REST |
API auth & delivery | Not specified | Auth: APIKey20 req/minDocs |
Import methods | BrokerOAuthCSVManual | Not specified |
Integrations | PlaidSnapTradeRobinhoodFidelityInteractive BrokersCharles SchwabE*TRADEVanguard | WhaleWisdom Excel Add-inMicrosoft Office Store add-inNightly FTP bulk files for Enterprise |
Export formats | ExcelPDF | CSVExcelJSON |
| Plans & trust | ||
Security & compliance | Encryption at restEncryption in transit | Data residency: US |
Capability signals | Universe builderBroker syncPortfolio attributionTax lotsMulti-currencyCost basis: FIFO | Not specified |
Vendor & support | Simply Wall Street Pty LtdCountry: AustraliaFounded 2014Support: Email | 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 | Freecompany reports per month: 5 · portfolios: 1 · +3 more | Free |
| Entry paid plan | $120/yr≈ $10/mo“Premium”company reports per month: 30 · portfolios: 3 · +3 more | $300/yr≈ $25/mo“Standard Annual” |
| Tier 2 | $240/yr≈ $20/mo“Unlimited”company reports per month: Unlimited · portfolios: Unlimited · +3 more | $90/qtr“Standard Quarterly” |
| Tier 3 | — | $500/yr≈ $41.67/mo“Pro Annual” |
| Top plan | — | $150/qtr“Pro Quarterly” |
| Custom / enterprise | — | Contact sales“Enterprise” |
| Free trial | 7 days | — |
Questions we keep getting
What's the difference between Simply Wall St and WhaleWisdom?
Simply Wall St leans toward stock ideas, screeners, and data visualizations, while WhaleWisdom puts more weight on institutional ownership, insider data, and stock ideas. They overlap in 5 categories, so for most people it comes down to workflow preference and price.
How much do Simply Wall St and WhaleWisdom cost?
Good news: both Simply Wall St and WhaleWisdom have free plans, so you can run them side by side and only pay if you hit a wall.
Can I use Simply Wall St or WhaleWisdom on my phone?
Simply Wall St 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.
Does Simply Wall St or WhaleWisdom have an API?
WhaleWisdom has an API for programmatic access and custom integrations. Simply Wall St doesn't, so you're working through its interface.
Should I choose Simply Wall St or WhaleWisdom?
It depends on what you're after. Pick Simply Wall St if data visualizations and portfolio matter to you; go with WhaleWisdom if you'd rather have backtesting and APIs & data feeds. And if you only need the basics both share, let price decide.
What asset classes do Simply Wall St and WhaleWisdom cover?
Both cover stocks and ETFs. WhaleWisdom adds closed-end funds, bonds, and options on top.
Which covers international markets: Simply Wall St or WhaleWisdom?
Simply Wall St has documented international coverage (North America, Europe, APAC, and Africa), 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 Simply Wall St and WhaleWisdom?
Yes, both export to spreadsheets (Excel), which is handy if you like running your own numbers.
Which has a better stock screener: Simply Wall St or WhaleWisdom?
Both Simply Wall St 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 Simply Wall St or WhaleWisdom?
Simply Wall St handles portfolio tracking. WhaleWisdom is really a research tool; you'd track your portfolio elsewhere.
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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.