Tool Comparison
Valuesider vs WhaleWisdom
- Paid from
- $16/mo
- Free plan
- Yes
- Platforms
- Web
Best if
- You want the cheaper way in: plans start at $16/mo instead of $25/mo
- You want data visualizations, watchlist, and financials.
- 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 insider data, stock ideas, and backtesting.
- You've outgrown the basics and want pro-level depth
Pick Valuesider if
Valuesider
Free • From $192/yr · Web
- You want the cheaper way in: plans start at $16/mo instead of $25/mo
- You want data visualizations, watchlist, and financials.
- 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 want an API so you can script or automate things
- You want insider data, stock ideas, and backtesting.
- 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.
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Our take
The bottom line
Valuesider and WhaleWisdom cover a lot of the same ground (3 shared categories, screeners, institutional ownership, and alerts), so for the basics you won't go far wrong with either. Valuesider includes data visualizations and watchlist, and WhaleWisdom includes insider data and stock ideas.
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Valuesider
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Key differences at a glance
- Cheaper paid plan
- Valuesider$16/mo vs $25/mo
- Desktop app
- WhaleWisdom
- API access
- WhaleWisdom
- Asset coverage
- ValuesiderAdds mutual funds and funds
- Free plan
- Both
What Valuesider does best
- Browse tracked value-investor 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.
- The Holdings Screener to filter the aggregate guru portfolio by ownership, number of gurus, security type, and portfolio-impact fields.
- The Activity Screener to analyze aggregated buy and sell changes across investors and quarter windows.
- Export support for screener results to XLSX, XLS, or CSV for offline research notes and spreadsheets.
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 $192/yr | Free • From $300/yr |
Free tier | Yes | Yes |
Free trial | — | — |
Plan limits | 5 limits: Basic: history years: 5, Premium: history years: 10 +3 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 | Beginner, Intermediate, Advanced |
Best for | Retail Traders, Pro Retail +4 more | — |
Categories covered | 6 | 8 |
Regions | — | North America |
| Data & capabilities | ||
Data quality | Adjustments: Splits | — |
Capabilities | Universe builder | — |
Security | — | Data residency: US |
| Try it | Visit Valuesider | Visit WhaleWisdom |
Standout features
The best features of Valuesider and WhaleWisdom.ShowHide
Standout features
What Valuesider does best
- Browse tracked value-investor 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.
- The Holdings Screener to filter the aggregate guru portfolio by ownership, number of gurus, security type, and portfolio-impact fields.
- The Activity Screener to analyze aggregated buy and sell changes across investors and quarter windows.
- Export support for screener results to XLSX, XLS, or CSV for offline research notes and spreadsheets.
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 Valuesider and WhaleWisdom.ShowHide
All details
| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFsMutual FundsClosed-End FundsFundsBondsOptionsOther | 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 | Valuesider LLCSupport: 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“Basic”history years: 5 | Free |
| Entry paid plan | $192/yr≈ $16/mo“Premium annual”history years: 10 | $300/yr≈ $25/mo“Standard Annual” |
| Tier 2 | $25/mo“Premium”history years: 10 | $90/qtr“Standard Quarterly” |
| Tier 3 | $396/yr≈ $33/mo“Elite annual”extra filers: 3 | $500/yr≈ $41.67/mo“Pro Annual” |
| Top plan | $47/mo“Elite”extra filers: 3 | $150/qtr“Pro Quarterly” |
| Custom / enterprise | — | Contact sales“Enterprise” |
Alternatives
Free alternatives
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 3 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 and watchlist 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, closed-end funds, and bonds. Valuesider also handles mutual funds, funds, and other.
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.
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