Tool Comparison
Value Sense vs WhaleWisdom
- Paid from
- $15/mo
- Free plan
- Yes
- Platforms
- Web
Best if
- You want the cheaper way in: plans start at $15/mo instead of $25/mo
- You want stock comparison, data visualizations, and watchlist.
- You're a long-term investor who cares more about fundamentals than headlines
- Paid from
- $25/mo
- Free plan
- Yes
- Platforms
- Web, API, Desktop
Best if
- You want an API so you can script or automate things
- You want APIs & data feeds and sheets / excel add-ins.
Start here
Value Sense
Free • From $15/mo · Web
- You want the cheaper way in: plans start at $15/mo instead of $25/mo
- You want stock comparison, data visualizations, and watchlist.
- You're a long-term investor who cares more about fundamentals than headlines
Pick WhaleWisdom instead if
WhaleWisdom
Free • From $300/yr · Web · API · Desktop
- You want an API so you can script or automate things
- You want APIs & data feeds and sheets / excel add-ins.
Skip both if: Neither one clicks with how you research; there are strong third options.
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Our take
The bottom line
Value Sense and WhaleWisdom cover a lot of the same ground (6 shared categories, including stock ideas, screeners, and backtesting), so for the basics you won't go far wrong with either. Value Sense simply does more: 17 categories to WhaleWisdom's 8, including stock comparison, data visualizations, and watchlist. WhaleWisdom counters by keeping things simpler.
What readers say
Value Sense
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WhaleWisdom
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Key differences at a glance
- Cheaper paid plan
- Value Sense$15/mo vs $25/mo
- Broader coverage
- Value Sense17 vs 8 categories
- Desktop app
- WhaleWisdom
- API access
- WhaleWisdom
- Asset coverage
- WhaleWisdomAdds ETFs and closed-end funds
- Free plan
- Both
What Value Sense does best
- The stock screener supports presets, saved filters, and historical testing on Pro and higher plans.
- Valuation pages include DCF, relative value, reverse DCF, Peter Lynch fair value, and earnings-power approaches.
- Fundamental charts compare companies and metrics across annual, quarterly, and trailing periods.
- Company pages include financial statements, ratios, KPIs, segments, estimates, dividends, and earnings surprises.
- Earnings tools include call summaries, sentiment scores, focus areas, transcripts, and investor presentations.
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.
Side by side
Pricing comparison
See for yourself
Side by side
Price, platforms, data, and market coverage.ShowHide
Side by side
| Attribute | ||
|---|---|---|
| Pricing & plans | ||
Starting price | Free • From $15/mo | Free • From $300/yr |
Free tier | Yes | Yes |
Free trial | — | — |
Plan limits | 16 limits: Starter: annual billing usd: 129, Starter: stock views per week: 25 +14 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, Advanced | Beginner, Intermediate, Advanced |
Best for | Retail Traders, Value Investors +1 more | — |
Categories covered | 17 | 8 |
Regions | — | North America |
| Data & capabilities | ||
Capabilities | Ranking backtests and AI summaries: Transcripts | — |
Security | — | Data residency: US |
| Try it | Visit Value Sense | Visit WhaleWisdom |
Standout features
The best features of Value Sense and WhaleWisdom.ShowHide
Standout features
What Value Sense does best
- The stock screener supports presets, saved filters, and historical testing on Pro and higher plans.
- Valuation pages include DCF, relative value, reverse DCF, Peter Lynch fair value, and earnings-power approaches.
- Fundamental charts compare companies and metrics across annual, quarterly, and trailing periods.
- Company pages include financial statements, ratios, KPIs, segments, estimates, dividends, and earnings surprises.
- Earnings tools include call summaries, sentiment scores, focus areas, transcripts, and investor presentations.
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.
All details
Every attribute we track for Value Sense and WhaleWisdom.ShowHide
All details
| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | Stocks | StocksETFsClosed-End FundsBondsOptions |
Experience | BeginnerIntermediateAdvanced | BeginnerIntermediateAdvanced |
Target audience | Retail TradersValue InvestorsAnalysts | Not specified |
Regions | Not specified | North America |
Coverage details | Identifiers: Ticker | Countries: USIdentifiers: Ticker, CUSIP, and CIK |
| 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 | ExcelImagePDF | CSVExcelJSON |
| Plans & trust | ||
Security & compliance | Not specified | Data residency: US |
Capability signals | Ranking backtestsAI summaries: Transcripts | Not specified |
Vendor & support | VALUESENSE INCCountry: USASupport: 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
Plans, billing, free trials, and monthly prices.ShowHide
Pricing
| Tier | ||
|---|---|---|
| Free plan | Free | Free |
| Entry paid plan | $15/mo“Starter”annual billing usd: 129 · stock views per week: 25 · +5 more | $300/yr≈ $25/mo“Standard Annual” |
| Tier 2 | $29/mo“Pro”annual billing usd: 189 · stock views: Unlimited · +6 more | $90/qtr“Standard Quarterly” |
| Tier 3 | — | $500/yr≈ $41.67/mo“Pro Annual” |
| Top plan | — | $150/qtr“Pro Quarterly” |
| Custom / enterprise | Contact sales“ValueQuant Strategy”pricing model: Book demo / free trial | Contact sales“Enterprise” |
Alternatives
Free alternatives
Questions we keep getting
What's the difference between Value Sense and WhaleWisdom?
Value Sense leans toward stock ideas, screeners, and backtesting, while WhaleWisdom puts more weight on institutional ownership, insider data, and stock ideas. They overlap in 6 categories, so for most people it comes down to workflow preference and price.
How much do Value Sense and WhaleWisdom cost?
Good news: both Value Sense and WhaleWisdom have free plans, so you can run them side by side and only pay if you hit a wall.
Does Value Sense or WhaleWisdom have an API?
WhaleWisdom has an API for programmatic access and custom integrations. Value Sense doesn't, so you're working through its interface.
Should I choose Value Sense or WhaleWisdom?
It depends on what you're after. Pick Value Sense if stock comparison and data visualizations matter to you; go with WhaleWisdom if you'd rather have APIs & data feeds and sheets / excel add-ins. And if you only need the basics both share, let price decide.
What asset classes do Value Sense and WhaleWisdom cover?
Both cover stocks. WhaleWisdom adds ETFs, closed-end funds, and bonds on top.
Can I export data from Value Sense and WhaleWisdom?
Yes, both export to spreadsheets (Excel), which is handy if you like running your own numbers.
Which has a better stock screener: Value Sense or WhaleWisdom?
Both Value Sense and WhaleWisdom include stock screeners, and they differ more in interface than raw power; try both and see which one clicks for you.
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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.