Launched in 2018 and headquartered in Prague, Wallmine is a stock research and monitoring software for traders looking to optimize their research process. Wallmine tracks more than 27,000 US-based securities and 17,000+ cryptocurrencies and altcoins.
Wallmine’s free account covers most of the basic research tools intermediate traders will need, but if you’re an advanced trader looking to import unlimited portfolios, access Insider Trading data, personalized alerts, access SEC filings, and more, we recommend any of the paid subscriptions. Wallmine is available on desktop and mobile devices.
In this quick Wallmine summary, I will go over all the best features of this platform. If you want to read a more in-depth analysis, check out our full Wallmine review.
The Wallmine free stock screener supports more than 27,000 US-based securities and 17,000+ cryptocurrencies and altcoins. As a free user, you’ll have access to these screeners and the option to set up watchlists for your favorite assets.
With the free account, you can set up more than 20 different filters to find the perfect stocks and crypto assets for you, but you won’t have access to SEC filing or most other tools.
Wallmine premium users have full access to Insiders Trading trackers to follow how executives are trading, and Heat Maps, to visualize ratios & metrics and get an idea of the performance of different securities at a glance. Additionally, you’ll have access to advanced charts where you can visualize and understand historical developments at a glance.
In this review, we go over some key functionality features we like about Wallmine.
Wallmine has two premium subscriptions: the Hobbyist Plan and the Professional Plan. Both of these support unlimited portfolios and concurrent stock screeners, one-click SEC imports to Excel, and customizable SEC filters, notes & highlights, and historical tables.
The Professional Plan includes everything from the Hobbyist Plan plus the option to share with your team your portfolio and stock screener configurations, notes & highlights, and private or group comments.
If you’re not looking to spend any money, Wallmine offers a completely free account that anybody can sign up for. With the free account, you can track your portfolio and you’ll have limited access to SEC filings and transcripts.
With any of Wallmine’s premium subscriptions you can track an unlimited number of portfolios at all times; you can have a separate portfolio for your stocks, ETFs, mutual funds, and cryptocurrencies, and access them all from the Wallmine dashboard.
After you’ve added all your portfolios, you can set up alerts & notifications and customize the triggers for things like price movements, approaching dividend payout date, SEC filing, or unusually high news coverage of that particular stock or company. You can set it up so that you receive notifications directly to your email.
If you’re looking for an investing newsletter with actionable recommendations, check our Oxford Income Letter review. This newsletter focuses on generating dividends and other income-producing strategies and is ideal for investors looking for low-risk opportunities.
After you sign up with Wallmine you can join their affiliate program and earn commissions for up to 25% of the annual subscription of your referees. There’s no limit to how many friends you can invite, but you’ll only earn a commission for the first year of their subscription.
Anyone can register and create a Wallmine account, but the company mainly focuses on US citizens. There are no special requirements to create an account; all you need to get started is a valid email address. Here are the steps:
If you use our link to sign up, you’ll have the chance to join Wallmine’s referral program and earn up to 25% of the subscription price as a commission.
