index / PortfolioSavvy vs WhaleWisdom
>_ PortfolioSavvy vs WhaleWisdom
PortfolioSavvy and WhaleWisdom, side-by-side. Compare the facts below, then pick the one that fits your workflow.
PortfolioSavvy
WhaleWisdom
one-liner
SEC filing research platform for 13F portfolios, insider ownership, 13D/G stakes, and company facts with links to source evidence.
Tracks institutional investor 13F filings, insider transactions, 13D/13G disclosures, and mutual fund holdings with backtesting and portfolio replication tools
best for
—
tracking hedge fund and institutional investor positions using sec filing data.
key feature
Linked SEC 13F, 13D/G, Forms 3/4/5, and company-facts evidence
20+ years of 13F data with fund-level backtesting and consensus holdings analysis
who uses it
—
Retail
asset class
Equities
Equities
function
Research, Portfolio Tracking
Research, Alt Data
strategies
Event-Driven / Special Situations, Fundamental Analysis, Value Investing
Event-Driven / Special Situations, Value Investing, Fundamental Analysis, Quant / Systematic
workflow
—
Screening, Research, Monitoring
instruments
Stocks
Stocks, ETFs, Mutual Funds, Options
regions
North America
North America
pricing
FREE
FREE-$$
free tier
yes
yes
model
free
freemium
via
web
web, api
audience
retail
retail
upvotes
0
0
PortfolioSavvy vs WhaleWisdom: key differences
- Only WhaleWisdom is available via api.
- WhaleWisdom also covers screening, research, monitoring in the workflow.
- WhaleWisdom lists Retail users; PortfolioSavvy does not.
- WhaleWisdom is tagged for quant / systematic.
about WhaleWisdom
tracks and analyzes institutional 13f filings, 13d/13g disclosures, and insider transactions. provides 20+ years of quarterly holdings data with tools for backtesting fund performance, portfolio replication, screening, and consensus analysis across stocks, etfs, mutual funds, and options.
PortfolioSavvy
SEC filing research platform for 13F portfolios, insider ownership, 13D/G stakes, and company facts with links to source evidence.
[↗] visit portfoliosavvy.comWhaleWisdom
Tracks institutional investor 13F filings, insider transactions, 13D/13G disclosures, and mutual fund holdings with backtesting and portfolio replication tools
[↗] visit whalewisdom.comSee full data, pricing and alternatives on the PortfolioSavvy profile page, or the WhaleWisdom profile page.