★ BEST INVESTING TOOLS COMPARISON ★
VOL. XCIV, NO. 247
Tool comparison edition
Tool Comparison
Valuesider vs WhaleWisdom
Pick Valuesider instead if
Valuesider
Free · Web
- You care about data visualizations, something WhaleWisdom doesn't offer
- You're a long-term investor who cares more about fundamentals than headlines
Start here
WhaleWisdom
Free • From $300/yr · Web · API · Desktop
- You want an API so you can script or automate things
- You care about insider data, stock ideas, and backtesting, things Valuesider doesn't offer
- 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
Valuesider and WhaleWisdom cover a lot of the same ground (2 shared categories, screeners and institutional ownership), so for the basics you won't go far wrong with either. WhaleWisdom simply does more: 8 categories to Valuesider's 3, including insider data, stock ideas, and backtesting. Valuesider counters by being completely free.
What readers say
Valuesider
Vote once to reveal the community verdict.
WhaleWisdom
Vote once to reveal the community verdict.
Key differences at a glance
- API access
- WhaleWisdom
- Broader coverage
- WhaleWisdom8 vs 3 categories
- Desktop app
- 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 | Free • From $300/yr |
Free tier | Yes | Yes |
Free trial | — | — |
| 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 +4 more | — |
Categories covered | 3 | 8 |
Regions | — | North America |
| Data & capabilities | ||
Data quality | Adjustments: Splits | — |
Capabilities | Universe builder | — |
Security | — | Data residency: US |
| Try it | Visit Valuesider | Visit WhaleWisdom |
Where each one shines
What Valuesider and WhaleWisdom each do best.ShowHide
Where each one shines
What Valuesider and WhaleWisdom each do best.What Valuesider does best
- Browse tracked value-investor and superinvestor portfolios with quarter-by-quarter holdings and activity from SEC 13F filings.
- Review homepage summaries such as top owned securities, top buys, top sells, and biggest aggregated investments across tracked gurus.
- Use the Holdings Screener to filter the aggregate guru portfolio by ownership, number of gurus, security type, and portfolio-impact fields.
- Use the Activity Screener to analyze aggregated buy and sell changes across investors and quarter windows.
- Export screener results to XLSX, XLS, or CSV for offline research notes and spreadsheets.
What WhaleWisdom does best
- Track SEC filing datasets including 13F reports, Schedule 13D/G events, Form 4 insider transactions, Form D, Form 144, N-CEN, and Form ADV tools.
- Follow hedge funds, institutional filers, stock holders, filer groups, and stock watchlists from a dedicated holdings research workflow.
- Review 13F history back to Q1 2001 on paid plans, while free access focuses on recent history and smaller limits.
- Use WhaleIndex, WhaleScore, WhaleTrader, Combined Holdings, and insider backtesting features on eligible paid plans.
- Export 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 Valuesider and WhaleWisdom, side by side.ShowHide
Every detail we compared
Every tracked attribute for Valuesider and WhaleWisdom, side by side.| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFsMutual FundsClosed-End FundsFundsOther | StocksETFsClosed-End FundsBondsOptions |
Experience | BeginnerIntermediate | BeginnerIntermediateAdvanced |
Target audience | Retail TradersPro RetailValue InvestorsLong-term InvestorsAnalystsStudents/Researchers | Not specified |
Regions | Not specified | North America |
Coverage details | Identifiers: Ticker and CUSIP | 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 | CSVExcel | CSVExcelJSON |
| Plans & trust | ||
Security & compliance | Not specified | Data residency: US |
Capability signals | Universe builder | Not specified |
Vendor & support | ValuesiderSupport: 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 | Free | Free |
| Entry paid plan | — | $300/yr≈ $25/mo“Standard Annual” |
| Tier 2 | — | $90/qtr“Standard Quarterly” |
| Tier 3 | — | $500/yr≈ $41.67/mo“Pro Annual” |
| Tier 4 | — | $150/qtr“Pro Quarterly” |
| Top plan | — | Subscription“Enterprise” |
Questions we keep getting
What's the difference between Valuesider and WhaleWisdom?
Valuesider leans toward screeners, institutional ownership, and data visualizations, while WhaleWisdom puts more weight on institutional ownership, insider data, and stock ideas. They overlap in 2 categories, so for most people it comes down to workflow preference and price.
How much do Valuesider and WhaleWisdom cost?
Good news: both Valuesider 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: Valuesider 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 Valuesider or WhaleWisdom have an API?
WhaleWisdom has an API for programmatic access and custom integrations. Valuesider doesn't, so you're working through its interface.
Should I choose Valuesider or WhaleWisdom?
It depends on what you're after. Pick Valuesider if data visualizations 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 Valuesider and WhaleWisdom cover?
Both cover stocks, ETFs, and closed-end funds. Valuesider also handles mutual funds, funds, and other. WhaleWisdom adds bonds and options on top.
Can I export data from Valuesider and WhaleWisdom?
Yes, both export to spreadsheets (CSV and Excel), which is handy if you like running your own numbers.
Which has a better stock screener: Valuesider or WhaleWisdom?
Both Valuesider 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
More comparisons to check
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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.