★ BEST INVESTING TOOLS COMPARISON ★
VOL. XCIV, NO. 247
Friday, June 12, 2026
Tool Comparison · Friday, June 12, 2026
Uncle Stock vs WhaleWisdom
Trying to decide between Uncle Stock and WhaleWisdom? Here's how they compare on pricing, features, and platforms — and which one fits the way you invest.
Uncle Stock
Best for data visualizations and financials
Fundamental stock screener/backtester for DIY/value investors. Plan gating: Bronze = screener + watchlist + shared queries; Silver adds multi-sort, flexible matching, charts, and yearly backtests; Gold adds quarterly/half-yearly backtests, portfolio email notifications, CSV export/API (max 300 calls/month), unlimited MCP stock-search access, and crypto coverage . Pricing is shown in both USD and EUR on the official pricing page . Some quotes/indexes are delayed (~30 minutes per terms) .
WhaleWisdom
Best for 13f and 13d/13g
Aggregates 13F filings, Schedule 13D/G data, Form 4 insider activity, and institutional ownership tools so investors can follow fund positioning, build watchlists/filer groups, export data, and backtest crowding strategies. Free access remains available with limited tools and recent 13F history; the pricing page says there are no trial accounts, while much of the site can be explored for free. Current paid plans are Standard at $90/quarter or $300/year, Pro at $150/quarter or $500/year, and Enterprise by quote for team access, unlimited 13F API access, live data feed calls, and nightly FTP files.
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The verdict
The bottom line: Uncle Stock and WhaleWisdom cover a lot of the same ground — 6 shared categories, including screeners, backtesting, and institutional data — so for the basics you won't go far wrong with either. The real difference is focus: only Uncle Stock gives you data visualizations and financials, and only WhaleWisdom gives you 13f and 13d/13g.
Key differences at a glance
Free plan
Both
Both have one
Cheaper paid plan
Uncle Stock
$10.83/mo vs $25/mo
Desktop app
WhaleWisdom
WhaleWisdom only
Choose
Uncle Stock if…
- You want the cheaper way in — plans start at $10.83/mo instead of $25/mo
- You care about data visualizations, financials, and valuation models — things WhaleWisdom doesn't offer
- You're a long-term investor who cares more about fundamentals than headlines
Choose
WhaleWisdom if…
- You care about 13f, 13d/13g, and insider data — things Uncle Stock doesn't offer
Consider alternatives if…
- You'd rather have one tool that does it all.
- Neither price feels right for what you'd get.
Comparison snapshot
Standout features
What Uncle Stock does best
- Screens 100,000+ stocks (nano-cap to large-cap) across all continents with 2,000+ metrics; pricing page lists “History: 25 years. 35 years on US.” on Bronze .
- Includes guru-inspired models/screens (Buffett, Graham, Lynch) and provides advice/scores and a price target metric set (plan-dependent) .
- Screen builder supports metric conditions and (Silver+) multi-criteria composite ranking; query clauses include Must/Should/Exclude .
- (Silver+) Built-in backtesting of screens with yearly rebalancing; (Gold) adds quarterly and half-yearly rebalancing .
- Backtest configuration includes sector caps, rebalance strategies, early-sell/stop-loss rules, and multiple position sizing methods (e.g., equal / volatility-weighted) .
What WhaleWisdom does best
- Track and analyze hedge-fund and institutional SEC filings including 13F quarterly reports, Schedule 13D/G events, Form 4 insider transactions, Form D, Form 144, N-CEN mutual-fund search, and Investment Adviser/Form ADV search tools.
- Free tier advertises past two years of 13F data, unlimited email alerts, filer groups up to 5 members, stock watchlists up to 5 stocks, backtesting over recent 13F history, and limited access to most site tools.
- 13F database history goes back to the March 31, 2001 quarter / Q1 2001; Standard and Pro unlock earlier historical 13F data, while Standard also lists historical 13D/G data back to 2006.
- Developer API uses the endpoint https://whalewisdom.com/shell/command, requires a registered account and API access keys/signatures or an authenticated browser session, and is limited to 20 requests per minute.
- API commands include quarters, stock_lookup, filer_lookup, stock_comparison, holdings_comparison, export, holdings, holders, and filer_metadata; outputs include HTML, JSON, and CSV depending on command.
Data & access details
| Attribute | Uncle Stock | WhaleWisdom |
|---|---|---|
Asset types | StocksCryptos | StocksETFsClosed-End FundsBondsOptions |
Experience | BeginnerIntermediateAdvanced | BeginnerIntermediateAdvanced |
Regions | North AmericaEuropeAPACLatAmMiddle EastAfrica | North America |
Data freshness | Not specified | Not specified |
API access | REST | REST |
Export formats | CSV | CSVExcelJSON |
Seen enough? The fastest way to decide is to open both and poke around for five minutes.
Pricing breakdown
Tool
Uncle Stock
$10.83/mo
Starting price
Plans & pricing
Tool
WhaleWisdom
$25/mo
Starting price
Plans & pricing
Coverage overlap
Where the two tools cover the same ground.
What you only get with Uncle Stock.
What you only get with WhaleWisdom.
Community category leaders
Vote sentiment comparison
Loading sentiment chart...
Still deciding? Get hands-on with both — most plans offer a free tier or trial.
Frequently Asked Questions
What's the difference between Uncle Stock and WhaleWisdom?
Uncle Stock leans toward screeners, backtesting, and data visualizations, while WhaleWisdom puts more weight on institutional data, 13f, and 13d/13g. They overlap in 6 categories, so for most people it comes down to workflow preference and price.
How much do Uncle Stock and WhaleWisdom cost?
Good news — both Uncle Stock and WhaleWisdom have free plans, so you can run them side by side and only pay if you hit a wall.
Do Uncle Stock and WhaleWisdom have APIs?
Yes — both offer API access, so developers and quants can pull data programmatically or wire up their own integrations.
Should I choose Uncle Stock or WhaleWisdom?
It depends on what you're after. Pick Uncle Stock if data visualizations and financials matter to you; go with WhaleWisdom if you'd rather have 13f and 13d/13g. And if you only need the basics both share, let price decide.
What asset classes do Uncle Stock and WhaleWisdom cover?
Both cover stocks. Uncle Stock also handles cryptos. WhaleWisdom adds ETFs, closed-end funds, and bonds on top.
Can I export data from Uncle Stock and WhaleWisdom?
Yes, both export to spreadsheets (CSV) — handy if you like running your own numbers.
Which has a better stock screener—Uncle Stock or WhaleWisdom?
Both Uncle Stock 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 Uncle Stock or WhaleWisdom?
Uncle Stock handles portfolio tracking. WhaleWisdom is really a research tool — you'd track your portfolio elsewhere.
Other tools you might like
These profiles share overlapping coverage with both sides of this matchup.
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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.