I’ve just released a completely redesigned Excel add-in to the Microsoft Office App Store. The new add-in features several advances over the existing add-in, including easy lookup of filers and stocks via auto-completion and the ability to use your existing filer groups. The add-in works with Excel 2016 for either Mac or Windows, Office 365, and […]

The Combined Holdings Report has been redesigned based on user feedback. The report already let you take different funds and combine their 13F holdings into one portfolio for a given quarter.  Now you have the ability to assign weights to individual filers.  This was a much requested feature. In addition, the output table produced by the […]

The new double-down report lets you find instances where 13F funds continue to buy shares in losing positions.  The thought being that by doing so they are showing continuing conviction in the stock. Give it a try at http://whalewisdom.com/dashboard#!/reports/double_down  

Out with the old: I pulled the WhaleIndex from the site last month to address a major flaw in the way WhaleScore filers were chosen.  I also took the opportunity to address some limitations in the WhaleScore and improve the performance of the WhaleIndex. The old WhaleScore was limited to the 200 most popular funds currently […]

WhaleWisdom’s popular Excel Add-in has been updated to support Excel 2016.  The add-in is available for Windows users only. Use the add-in to easily pull 13F data directly into Excel.