★ BEST INVESTING TOOLS COMPARISON ★
VOL. XCIV, NO. 247
Tool details checked August 4, 2026
Tool Comparison
Uncle Stock vs WhaleWisdom
Pick Uncle Stock if
Uncle Stock
Free • From $130/yr · Web · API
- 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
Pick WhaleWisdom if
WhaleWisdom
Free • From $300/yr · Web · API · Desktop
- You care about insider data, stock ideas, and sheets / excel add-ins, things Uncle Stock 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.
Our take
The bottom line
Uncle Stock and WhaleWisdom cover a lot of the same ground (5 shared categories, including screeners, backtesting, and institutional ownership), so for the basics you won't go far wrong with either. Uncle Stock simply does more: 11 categories to WhaleWisdom's 8, including data visualizations, financials, and valuation models. WhaleWisdom counters by keeping things simpler.
What readers say
Uncle Stock
Vote once to reveal the community verdict.
WhaleWisdom
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Key differences at a glance
- Cheaper paid plan
- Uncle Stock$10.83/mo vs $25/mo
- Free trial
- Uncle Stock14 days
- Broader coverage
- Uncle Stock11 vs 8 categories
- Desktop app
- WhaleWisdom
- Global coverage
- Uncle Stock
- 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 $130/yr | Free • From $300/yr |
Free tier | Yes | Yes |
Free trial | 14 days | — |
Plan limits | 10 limits: Bronze (Monthly): history years: 25, Bronze (Monthly): us history years: 35 +8 more | — |
| Platforms & access | ||
Web app | Yes | Yes |
Desktop app | No | Yes |
Mobile app | No | No |
API access | Yes | Yes |
Broker sync | No | — |
Integrations | — | 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, Pro Retail +2 more | — |
Categories covered | 11 | 8 |
Regions | North America, Europe, APAC, LatAm, Middle East, Africa | North America |
| Data & capabilities | ||
Data quality | Granularity: EOD | — |
Data partners | Sharadar and Financial Modeling Prep | — |
Capabilities | Universe builder | — |
Security | — | Data residency: US |
| Try it | Visit Uncle Stock | Visit WhaleWisdom |
Where each one shines
What Uncle Stock and WhaleWisdom each do best.ShowHide
Where each one shines
What Uncle Stock and WhaleWisdom each do best.What Uncle Stock does best
- Screening for more than 100,000 global stocks across regions and market caps using more than 2,000 fundamental and valuation metrics.
- Guru-inspired models and screens based on investors such as Buffett, Graham, and Lynch, with plan-dependent advice, scores, and price-target metrics.
- Tools for building screens with metric conditions, Must/Should/Exclude clauses, and Silver-plus multi-criteria composite ranking.
- Backtest fundamental screens with yearly rebalancing on Silver, then quarterly and half-yearly rebalancing on Gold.
- Configuration for backtests with sector caps, rebalance strategies, early-sell or stop-loss rules, and multiple position-sizing methods.
What WhaleWisdom does best
- Tracking SEC filing datasets including 13F reports, Schedule 13D/G events, Form 4 insider transactions, Form D, Form 144, N-CEN, and Form ADV tools.
- Monitoring hedge funds, institutional filers, stock holders, filer groups, and stock watchlists from a dedicated holdings research workflow.
- Views for reviewing 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 Uncle Stock and WhaleWisdom, side by side.ShowHide
Every detail we compared
Every tracked attribute for Uncle Stock and WhaleWisdom, side by side.| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksCryptos | StocksETFsClosed-End FundsBondsOptions |
Experience | BeginnerIntermediateAdvanced | BeginnerIntermediateAdvanced |
Target audience | Retail TradersPro RetailLong-term InvestorsValue Investors | Not specified |
Regions | North AmericaEuropeAPACLatAmMiddle EastAfrica | North America |
Coverage details | Identifiers: Ticker | Countries: USIdentifiers: Ticker, CUSIP, and CIK |
| Data | ||
Data granularity | EOD | Not specified |
Data partners | SharadarFinancial Modeling Prep | Not specified |
| Access & integrations | ||
API protocols | REST | REST |
API auth & delivery | Auth: APIKeyDocs | Auth: APIKey20 req/minDocs |
Import methods | Manual | Not specified |
Integrations | Not specified | WhaleWisdom Excel Add-inMicrosoft Office Store add-inNightly FTP bulk files for Enterprise |
Export formats | CSV | CSVExcelJSON |
| Plans & trust | ||
Security & compliance | Not specified | Data residency: US |
Capability signals | Universe builder | Not specified |
Vendor & support | Castlefish BVCountry: BelgiumSupport: Chat, Email, Phone, and Forum | 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 | Free | Free |
| Entry paid plan | $130/yr≈ $10.83/mo“Bronze (Yearly)”history years: 25 · us history years: 35 | $300/yr≈ $25/mo“Standard Annual” |
| Tier 2 | $210/yr≈ $17.50/mo“Silver (Yearly)”backtest rebalance: Yearly | $90/qtr“Standard Quarterly” |
| Tier 3 | $20/mo“Bronze (Monthly)”history years: 25 · us history years: 35 | $500/yr≈ $41.67/mo“Pro Annual” |
| Tier 4 | $350/yr≈ $29.17/mo“Gold (Yearly)”api calls per month: 300 · backtest rebalance: Quarterly/Half-yearly | $150/qtr“Pro Quarterly” |
| Tier 5 | $35/mo“Silver (Monthly)”backtest rebalance: Yearly | Subscription“Enterprise” |
| Top plan | $60/mo“Gold (Monthly)”api calls per month: 300 · backtest rebalance: Quarterly/Half-yearly | — |
| Free trial | 14 days | — |
Questions we keep getting
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 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 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 insider data and stock ideas. 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.
Which covers international markets: Uncle Stock or WhaleWisdom?
Uncle Stock has documented international coverage (North America, Europe, APAC, LatAm, and more), 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 Uncle Stock and WhaleWisdom?
Yes, both export to spreadsheets (CSV), which is 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.
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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.