WhaleWisdom alternative

Investingly vs WhaleWisdom

WhaleWisdom is a 13F database covering every institutional filer, with backtesting and quarterly paid plans. Here's how the two compare, including where WhaleWisdom is the better pick.

Prices and features checked October 6, 2026

The short answer

WhaleWisdom is the deeper 13F database: every filer, history back to 2001 and backtesting. Investingly follows 80 superinvestors and pairs their moves with a full research terminal, for about the same monthly cost.

Side by side

Prices in US dollars, per month unless shown otherwise.

InvestinglyWhaleWisdom
Monthly price$30 Standard $90 a quarter ($30/mo); Pro $150 a quarter
Yearly price$200 ($16.67/mo) Billed quarterly
Free planYes: 1 watchlist, 3 price alerts, 5 screener filters, 5 AI questions Yes: 2 years of 13F data
Free trial7 days of Pro, no card No trial
CoverageUS-listed companies (SEC filers), incl. foreign companies listed in the US 13F filers (900,000+ filers listed)
Financial statementsFrom SEC filings, 15+ years; revenue by segment, product and region Not listed*
Valuation modelsReverse DCF, DCF, IRR and comparables Not listed*
Superinvestor 13F portfolios80 investors, quarter-by-quarter buys and sells Every 13F filer; history to 2001 on paid plans
Insider buyingDaily feed of open-market purchases (Form 4) Not listed*
AlertsBuy/sell targets by email; new filings, insider buys and 13F moves Yes: filing alerts
AI researchBring your own Claude or ChatGPT key Not listed*
MobileWorks in the phone browser (no app) Not listed*

* Not listed: we didn't find it on WhaleWisdom's pricing or feature pages when we checked. It may exist; check their site.

Where each one is stronger

No tool is best at everything.

WhaleWisdom is stronger at

  • Every 13F filer, not a curated list.
  • History back to 2001 and portfolio backtesting.
  • Excel add-in and an API.

Investingly is stronger at

  • A full research terminal around the 13F data: statements, segments, valuation models.
  • A daily insider-buying feed.
  • AI research with your own key.
  • Monthly billing.

Which one should you pick?

Pick WhaleWisdom if

You study institutional ownership in depth or need every filer and long history.

Pick Investingly if

You follow a set of great investors and want to research their ideas in the same place.

Questions

Is Investingly a good WhaleWisdom alternative?

Investingly is the better fit if you follow a set of great investors and want to research their ideas in the same place. WhaleWisdom is the better fit if you study institutional ownership in depth or need every filer and long history.

How much does WhaleWisdom cost compared with Investingly?

WhaleWisdom: Standard $90 a quarter ($30/mo); Pro $150 a quarter a month; yearly: Billed quarterly. Investingly is $30 a month or $200 a year, with every tool included. Prices checked October 6, 2026.

Can I try Investingly for free?

Yes. Every new account gets 7 days of Pro with no card, then stays on the Free plan unless you upgrade.

Try Investingly free for 7 days.Full Pro access, no card. You stay on the Free plan afterwards unless you upgrade. Or look first, no account needed: a stock page, a superinvestor's 13F, the reverse DCF calculator.
Start free

Sources

Read on October 6, 2026. Prices change; the links show the current ones.