★ BEST INVESTING TOOLS COMPARISON ★
VOL. XCIV, NO. 247
Tool comparison edition
Tool Comparison
Simply Wall St vs WhaleWisdom
Pick Simply Wall St if
Simply Wall St
Best for data visualizations and portfolio
Free • Paid plans available · Web · Mobile · 85% positive (13 votes)
- You do a lot of your research from your phone
- You care about data visualizations, portfolio, and watchlist, things WhaleWisdom doesn't offer
- You're a long-term investor who cares more about fundamentals than headlines
Pick WhaleWisdom if
WhaleWisdom
Best for backtesting and APIs & data feeds
Free • From $300/yr · Web · API · Desktop · 100% positive (1 vote)
- You want an API so you can script or automate things
- You care about backtesting, APIs & data feeds, and sheets / excel add-ins, things Simply Wall St doesn't offer
Skip both if: Neither one clicks with how you research; there are strong third options.
See alternativesOutbound links may include affiliate or sponsor codes.
The verdict
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.
Key differences at a glance
- Mobile app
- Simply Wall St
- Broader coverage
- Simply Wall St19 vs 8 categories
- Desktop app
- WhaleWisdom
- API access
- WhaleWisdom
- Global coverage
- Simply Wall St
- Free plan
- Both
Comparison snapshot
| Attribute | ||
|---|---|---|
| Pricing & plans | ||
Starting price | Free • Paid plans available | Free • From $300/yr |
Free tier | Yes | Yes |
Free trial | — | — |
Plan limits | 13 limits: Free: company reports per month: 5, Free: portfolios: 1 +11 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 in transit | Data residency: US |
| Try it | Visit Simply Wall St | Visit WhaleWisdom |
Standout features
What Simply Wall St does best
- Research global stocks through visual company reports that summarize valuation, future growth, past performance, financial health, and dividends.
- Use the Snowflake report format to move from a high-level visual score into detailed sections, methodology notes, financials, risks, and supporting data.
- Find ideas through curated themes such as undervalued companies, dividend stocks, insider buying, sectors, industries, and thematic lists.
- Use the stock screener to filter by market, industry, value, growth, income, risk, and other fundamental metrics, with saved screeners and alerts on paid plans.
- Track portfolios with visual dashboards, portfolio Snowflake views, performance versus market, diversification, sector and region exposure, and holding-level fundamentals.
What WhaleWisdom does best
- Track SEC filing datasets including 13F reports, Schedule 13D/G events, Form 4 insider transactions, Form D, Form 144, N-CEN, and Form ADV tools.
- Follow hedge funds, institutional filers, stock holders, filer groups, and stock watchlists from a dedicated holdings research workflow.
- Review 13F history back to Q1 2001 on paid plans, while free access focuses on recent history and smaller limits.
- Use WhaleIndex, WhaleScore, WhaleTrader, Combined Holdings, and insider backtesting features on eligible paid plans.
- Export holdings and dashboard data through CSV, Excel, JSON, and the WhaleWisdom Excel Add-in depending on plan.
Data & access details
| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFsFunds | 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 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.
Pricing breakdown
Free
Lower starting price
Plans & pricing
- company reports per month: 5
- portfolios: 1
- +3 more
- company reports per month: 30
- portfolios: 3
- +2 more
- company reports per month: Unlimited
- portfolios: 5
- +2 more
$300/yr
Starting price
Plans & pricing
Coverage overlap
Shared categories
5Where the two tools cover the same ground.
Simply Wall St strengths
14WhaleWisdom strengths
3What you only get with WhaleWisdom.
Community category leaders
Vote sentiment comparison
Loading sentiment chart...
Frequently Asked Questions
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. Simply Wall St also handles funds. 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.
Other tools you might like
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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.