VOL. XCIV, NO. 247
BEST INVESTING TOOLS COMPARISON
Tool details checked August 23, 2026
Tool Comparison
Stockcircle vs WhaleWisdom
Pick Stockcircle if
Stockcircle
Free • From $99/yr · Web
- You want the cheaper way in: plans start at $8.25/mo instead of $25/mo
- You want US government trades, ETF screeners, and ETF analysis.
- You're a long-term investor who cares more about fundamentals than headlines
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.
- You've outgrown the basics and want pro-level depth
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
Stockcircle and WhaleWisdom cover a lot of the same ground (5 shared categories, including institutional ownership, insider data, and screeners), so for the basics you won't go far wrong with either. Stockcircle simply does more: 11 categories to WhaleWisdom's 8, including US government trades, ETF screeners, and ETF analysis. WhaleWisdom counters by keeping things simpler.
What readers say
Stockcircle
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WhaleWisdom
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Key differences at a glance
- Cheaper paid plan
- Stockcircle$8.25/mo vs $25/mo
- Broader coverage
- Stockcircle11 vs 8 categories
- Desktop app
- WhaleWisdom
- API access
- WhaleWisdom
- Free plan
- Both
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 $99/yr | Free • From $300/yr |
Free tier | Yes | Yes |
Free trial | — | — |
Plan limits | 3 limits: Free: screener: Complete screener results require Pro., Free: notifications: One monthly recap email. +1 more | — |
| Platforms & access | ||
Web app | Yes | Yes |
Desktop app | No | Yes |
Mobile app | No | No |
API access | No | Yes |
Integrations | — | WhaleWisdom Excel Add-in, Microsoft Office Store add-in +1 more |
| Audience & fit | ||
Experience level | Beginner, Intermediate | Beginner, Intermediate, Advanced |
Best for | Retail Traders, Pro Retail +1 more | — |
Categories covered | 11 | 8 |
Regions | — | North America |
| Data & capabilities | ||
Data partners | 3 partners: Financial Modeling Prep, FRED +1 more | — |
Capabilities | Universe builder and AI summaries: Transcripts | — |
Security | — | Data residency: US |
| Try it | Visit Stockcircle | Visit WhaleWisdom |
Where each one shines
What Stockcircle and WhaleWisdom each do best.ShowHide
Where each one shines
What Stockcircle and WhaleWisdom each do best.What Stockcircle does best
- Track institutional holdings from Form 13F filings and insider transactions from Forms 3 and 4.
- Review reported holdings, transaction history, and estimated purchase prices based on average prices during the reporting period.
- Receive a monthly recap on the free plan or instant transaction notifications with Pro.
- Filter U.S.
- Review executive and director transactions with the reported price and subsequent price change.
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 Stockcircle and WhaleWisdom, side by side.ShowHide
Every detail we compared
Every tracked attribute for Stockcircle and WhaleWisdom, side by side.| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFsBondsOther | StocksETFsClosed-End FundsBondsOptions |
Experience | BeginnerIntermediate | BeginnerIntermediateAdvanced |
Target audience | Retail TradersPro RetailLong-term Investors | Not specified |
Regions | Not specified | North America |
Coverage details | Identifiers: Ticker | Countries: USIdentifiers: Ticker, CUSIP, and CIK |
| Data | ||
Data partners | Financial Modeling PrepFREDParqet | Not specified |
| Access & integrations | ||
API protocols | Not specified | REST |
API auth & delivery | Not specified | Auth: APIKey20 req/minDocs |
Integrations | Not specified | WhaleWisdom Excel Add-inMicrosoft Office Store add-inNightly FTP bulk files for Enterprise |
Export formats | Not specified | CSVExcelJSON |
| Plans & trust | ||
Security & compliance | Not specified | Data residency: US |
Capability signals | Universe builderAI summaries: Transcripts | Not specified |
Vendor & support | BIT Enterprises UG (haftungsbeschrankt)Country: GermanySupport: 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 | Freescreener: Complete screener results require Pro. · notifications: One monthly recap email. · +1 more | Free |
| Entry paid plan | $99/yr≈ $8.25/mo“Pro (Annual)” | $300/yr≈ $25/mo“Standard Annual” |
| Tier 2 | $16.49/mo“Pro (Monthly)” | $90/qtr“Standard Quarterly” |
| Tier 3 | — | $500/yr≈ $41.67/mo“Pro Annual” |
| Top plan | — | $150/qtr“Pro Quarterly” |
| Custom / enterprise | — | Contact sales“Enterprise” |
Questions we keep getting
What's the difference between Stockcircle and WhaleWisdom?
Stockcircle leans toward institutional ownership, insider data, and US government trades, 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 Stockcircle and WhaleWisdom cost?
Good news: both Stockcircle and WhaleWisdom have free plans, so you can run them side by side and only pay if you hit a wall.
Which is better for beginners: Stockcircle or WhaleWisdom?
Honestly, neither is aimed at beginners. Expect a learning curve either way; that's the trade-off for the depth they offer.
Does Stockcircle or WhaleWisdom have an API?
WhaleWisdom has an API for programmatic access and custom integrations. Stockcircle doesn't, so you're working through its interface.
Should I choose Stockcircle or WhaleWisdom?
It depends on what you're after. Pick Stockcircle if US government trades and ETF screeners 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 Stockcircle and WhaleWisdom cover?
Both cover stocks, ETFs, and bonds. Stockcircle also handles other. WhaleWisdom adds closed-end funds and options on top.
Can I export data from Stockcircle and WhaleWisdom?
WhaleWisdom exports to CSV and Excel. Stockcircle is stingier about getting data out.
Which has a better stock screener: Stockcircle or WhaleWisdom?
Both Stockcircle and WhaleWisdom include stock screeners, and they differ more in interface than raw power; try both and see which one clicks for you.
Keep researching
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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.