Trendlyne adds Screeners, Analyst Forecasts, Analyst Price Targets, Analyst Recommendations, Data Visualizations, Options & Derivatives, Portfolio, Watchlist, Backtesting, Alerts, Calendar, News, Dividends, Splits, Acquisitions, IPO, Financials, Scores, Transcripts, Insider Data, Sheets / Excel Add-ins, 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
Trendlyne vs WhaleWisdom comparison
Compare pricing, supported platforms, categories, and standout capabilities to decide which tool fits your workflow.
Quick takeaways
WhaleWisdom includes 13F, and Stock Ideas categories that Trendlyne omits.
Trendlyne highlights: Stock screener with over 1,000 parameters, plus prebuilt strategies and optional screener alerts (up to every 15 minutes on premium tiers)., Backtesting at both strategy and stock level, with plan-based limits (from a few hundred to over a thousand annual backtests)., and Consensus estimates platform (“Forecaster”) with historical and real-time views on revenue, EPS, profit, dividends, cash flow, capex, and more..
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..
Trendlyne ships a mobile app. WhaleWisdom is web/desktop only.
Trendlyne
trendlyne.com
Hands-on review
Equity research and portfolio platform with coverage of both India and US markets. Screener alerts, backtests, and data downloads are tiered by plan—for example, screener alerts refresh as often as every 15 minutes on Pro/Pro Plus, backtest limits range from 200 to 1200 per year, and data exports expand from 2,000 rows to unlimited. Excel and Google Sheets integration is available on higher plans, with global access on Pro Plus. Broker sync works with major Indian brokers, and transcripts include AI summaries for faster digestion.
Categories
Screeners
Analyst Forecasts
Analyst Price Targets
Analyst Recommendations
Data Visualizations
Options & Derivatives
Portfolio
Watchlist
Backtesting
Investor Holdings
Alerts
Calendar
News
Dividends
Splits
Acquisitions
IPO
Financials
Scores
Transcripts
Insider Data
Institutional Data
Sheets / Excel Add-ins
Broker Connectors
Platforms
Web
Mobile
Pricing
Free
Subscription
Quick highlights
- Stock screener with over 1,000 parameters, plus prebuilt strategies and optional screener alerts (up to every 15 minutes on premium tiers).
- Backtesting at both strategy and stock level, with plan-based limits (from a few hundred to over a thousand annual backtests).
- Consensus estimates platform (“Forecaster”) with historical and real-time views on revenue, EPS, profit, dividends, cash flow, capex, and more.
- DVM score (Durability-Valuation-Momentum) available with historical charts and exportable to CSV/XLS.
- Flexible data downloads to Excel/CSV, with row limits on lower plans and unlimited access on higher tiers.
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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
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.
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Overlap
Shared focus areas
2 overlapsMutual strengths include Investor Holdings, and Institutional Data.
Where they differ
Trendlyne
Distinct strengths include:
Screeners
Analyst Forecasts
Analyst Price Targets
Analyst Recommendations
Data Visualizations
Options & Derivatives
Portfolio
Watchlist
- Stock screener with over 1,000 parameters, plus prebuilt strategies and optional screener alerts (up to every 15 minutes on premium tiers).
- Backtesting at both strategy and stock level, with plan-based limits (from a few hundred to over a thousand annual backtests).
- Consensus estimates platform (“Forecaster”) with historical and real-time views on revenue, EPS, profit, dividends, cash flow, capex, and more.
- DVM score (Durability-Valuation-Momentum) available with historical charts and exportable to CSV/XLS.
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 | Trendlyne | WhaleWisdom |
|---|---|---|
Categories Which research workflows each platform targets | Shared: Investor Holdings, Institutional Data Unique: Screeners, Analyst Forecasts, Analyst Price Targets, Analyst Recommendations, Data Visualizations, Options & Derivatives, Portfolio, Watchlist, Backtesting, Alerts, Calendar, News, Dividends, Splits, Acquisitions, IPO, Financials, Scores, Transcripts, Insider Data, Sheets / Excel Add-ins, Broker Connectors | Shared: Investor Holdings, Institutional Data Unique: 13F, Stock Ideas |
Asset types Supported asset classes and universes | Stocks, Mutual Funds, Options, Futures | 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 | Standard listing | Standard listing |
Frequently Asked Questions
Which workflows do Trendlyne and WhaleWisdom both support?
Both platforms cover Investor Holdings, and Institutional Data workflows, so you can research those use cases in either tool before digging into the feature differences below.
Do Trendlyne and WhaleWisdom require subscriptions?
Both Trendlyne and WhaleWisdom keep freemium access with optional paid upgrades, so you can trial each platform before committing.
Which tool has mobile access?
Trendlyne ships a dedicated mobile experience, while WhaleWisdom focuses on web or desktop access.
What unique strengths set the two platforms apart?
Trendlyne differentiates itself with Stock screener with over 1,000 parameters, plus prebuilt strategies and optional screener alerts (up to every 15 minutes on premium tiers)., Backtesting at both strategy and stock level, with plan-based limits (from a few hundred to over a thousand annual backtests)., and Consensus estimates platform (“Forecaster”) with historical and real-time views on revenue, EPS, profit, dividends, cash flow, capex, and more., 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.
Investor Holdings
See all tools covering this theme.
Institutional Data
See all tools covering this theme.
Screeners
See all tools covering this theme.
Analyst Forecasts
See all tools covering this theme.
Analyst Price Targets
See all tools covering this theme.
Analyst Recommendations
See all tools covering this theme.
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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.