Insider Monkey
Insider Monkey is a New York-based financial research platform that aggregates SEC insider trading and hedge fund portfolio data for retail investors, monetizing a 2-million-reader audience through tiered subscription investment newsletters led by a PhD research director.
- Company typePrivate
- Founded2010
- HeadquartersEdgewater, United States
- Headcount11–50
- GTM typeB2C
- OfferingDigital Commerce or Content
What Insider Monkey does
Insider Monkey, operating under the legal entity Koala Guide LLC, is a financial data and investment research platform founded in 2010 and headquartered in New York City. The company aggregates publicly available SEC filings — specifically Form 4 insider transaction reports across 9,000+ public companies and 13F hedge fund portfolio disclosures for 400+ funds — and presents them through a free web-based portal that includes an Insider Trading Screener covering 1M+ transactions, a Hedge Fund Directory, and educational content centers. The platform reaches approximately 2 million monthly readers through SEO-driven content marketing and Google News syndication.
The company monetizes this audience through a three-tier subscription newsletter product launched in 2012: an entry-level Premium Readership Newsletter ($499/year, promoted as low as $29.99 first year or $0.99 first month) offering one monthly stock pick; a mid-tier Monthly Newsletter (launched March 2017) adding monthly trade alerts and portfolio construction commentary for active investors managing $100,000+ portfolios; and a flagship Quarterly Newsletter featuring top-performing hedge fund strategies, short-side ideas, and picks derived from 20+ billionaire hedge fund managers. All subscriptions are processed through Stripe and delivered digitally via email and website access. The research function is led by co-founder Dr. Inan Dogan, PhD, whose Monthly Newsletter picks have returned 16.5% annually since March 2017 and whose Quarterly Strategy has returned +599.2% since May 2014 through June 2026.
Insider Monkey is privately held with no disclosed external funding, operates with 11-50 employees, and is supported by what the company describes as a global team. Its go-to-market is direct-to-consumer via content marketing, SEO, email, and aggressive promotional pricing campaigns with a 30-day money-back guarantee. Customer segments are horizontally diversified across retail individual investors, beginner investors, active portfolio managers, and serious long-term investors — all served through the same self-service subscription flow with no enterprise or institutional tier.
Insider Monkey firmographics
Firmographics- Name
- Insider Monkey
- Legal name
- Koala Guide LLC
- Website
- https://insidermonkey.com
- Company type
- Private
- Founded year
- 2010
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- Insider Monkey is a New York-based financial research platform that aggregates SEC insider trading and hedge fund portfolio data for retail investors, monetizing a 2-million-reader audience through tiered subscription investment newsletters led by a PhD research director.
- Ownership category
- akta.pro rank
Insider Monkey industry classification
Industry- Product category
- Investment Research & Newsletters
- NAICS
- Portfolio Management and Investment Advice (52394)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Digital/Hybrid Robo-Wealth & Retirement Advisory (FSAEABAK)
Keywords
Where Insider Monkey is headquartered
LocationHeadquarters
- HQ city
- Edgewater
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Insider Monkey business model
Business model- GTM type
- B2C
- Offering type
- Digital Commerce or Content
- Cost components
- Personnel, Marketing or Sales, Technology or R&D, Operations
Revenue model
- Premium Readership Newsletter: Entry-level tier providing monthly stock picks based on fundamental analysis, ad-free website access, and one free quarterly newsletter edition. Priced at $499/year with promotional rates as low as $29.99 for first year or $9.99/month.
- Monthly Newsletter: Includes all Premium Readership benefits plus monthly trade alerts and commentary on portfolio construction and position sizing. Targets investors managing portfolios of at least $100,000 who want active portfolio management guidance.
- Quarterly Newsletter: Flagship publication featuring top-performing hedge fund strategy, short strategy for battleground stocks, best stock picks from 20+ billionaire hedge fund managers, and highlights from investor letters. Published four times annually shortly after 13F filing periods.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | Entry-level premium tier with monthly stock pick, ad-free browsing, and one free quarterly newsletter |
| Subscription | Monthly | Mid-tier with monthly stock picks, trade alerts, and portfolio guidance for active investors |
| Subscription | Annual | Flagship quarterly publication with hedge fund strategy and billionaire fund manager picks |
Go-to-market motion2 records
Distribution channels3 records
Marketing channels5 records
Insider Monkey product offering
Product offeringCore offering
Insider Monkey is a web-based investment research and data platform that aggregates publicly available SEC filings (Form 4 insider transactions, 13F hedge fund reports, and 13D/G filings) into free tools such as an Insider Trading Screener, hedge fund portfolio pages, and email trade alerts. It monetizes through three paid subscription newsletter tiers — Premium Readership, Monthly, and flagship Quarterly — led by co-founder and research director Dr. Inan Dogan, selling monthly stock picks, quarterly hedge fund strategy reports, and active portfolio management guidance directly to retail investors online.
Product overview
Insider Monkey is a financial data and investment research platform offering a subscription-based service with three newsletter tiers (Premium Readership, Monthly Newsletter, and Quarterly Newsletter) plus free access to insider trading data, hedge fund portfolio tracking, and a stock screener. The core offering centers on aggregating and analyzing publicly available SEC filings (Form 4, 13D/G, 13F) to provide retail investors with insight into hedge fund and corporate insider activity. The Premium Readership serves as the entry-level tier, the Monthly Newsletter adds active portfolio management guidance, and the Quarterly Newsletter is the flagship publication based on a hedge fund strategy with a decade-long track record.
Differentiator
Problem solved
Functional benefit
Brands
- Premium Readership Newsletter: Entry-level premium tier offering 1-2 stock picks per month with ad-free browsing and access to Quarterly Newsletter
- Monthly Newsletter
- Quarterly Newsletter
Products and services
- Premium Readership Newsletter Entry-level premium subscription providing one high-conviction stock pick per month drawn from the full Monthly Newsletter, concise actionable analysis, one issue of the 70+ page Quarterly Newsletter, and an ad-free website experience at $499/year regular pricing.
- Monthly Newsletter Mid-tier monthly subscription featuring high-conviction stock ideas based on activist hedge fund activity, insider trading trends, and hedge fund investor letters; includes monthly trade alerts, portfolio construction and position sizing commentary, and 12-20 handpicked stocks per year.
- Quarterly Newsletter Flagship investment publication featuring top-performing hedge fund strategy, a short strategy for battleground stocks, best stock picks of 20+ billionaire hedge fund managers, and highlights from hedge fund investor letters; published four times per year.
- Insider Trading Screener Free data filtering and search tool allowing users to filter insider trading data by criteria such as simultaneous trades by different insiders, transaction size, or date, covering 1M+ insider transactions.
- Insider Trading Data Free near real-time insider trading and hedge fund portfolio data sourced from publicly available SEC filings, including 13F reports and Form 4 filings, covering 9,000+ public companies.
- Hedge Fund Portfolio Data Free hedge fund portfolio data analyzed from publicly filed 13F reports with the SEC, available on individual hedge fund pages showing holdings and position changes across quarters for 400+ hedge fund portfolios.
Quantifiable outcome
- Quarterly Newsletter delivered +599.2% return since May 2014 through June 2026, vs +227% for 50/50 S&P 500/Russell 2000 benchmark
- +2 more outcomes
Companies that use Insider Monkey
Customer profileNamed customers3 records
Segments4 records
Ideal customer profiles3 records
Insider Monkey technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration1 record
Feature4 records
Insider Monkey partnerships and signals
Strategic signalScale indicators6 records
Recent moves6 records
Expansion highlights5 records
Insider Monkey competitors and assessment
Company assessmentMarket position
Weaknesses4 records
Competitive moat4 records
Key risks5 records
Key highlights6 records
Customer concentration
Insider Monkey social profiles
Digital presenceInsider Monkey financial estimates
Financial estimateRevenue estimate
Valuation estimate
Insider Monkey leadership team
Management profileNumber of profiles
Profiles2 records
Insider Monkey funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Insider Monkey M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Insider Monkey
What does Insider Monkey do?
Insider Monkey is a web-based investment research and data platform that aggregates publicly available SEC filings (Form 4 insider transactions, 13F hedge fund reports, and 13D/G filings) into free tools such as an Insider Trading Screener, hedge fund portfolio pages, and email trade alerts. It monetizes through three paid subscription newsletter tiers — Premium Readership, Monthly, and flagship Quarterly — led by co-founder and research director Dr. Inan Dogan, selling monthly stock picks, quarterly hedge fund strategy reports, and active portfolio management guidance directly to retail investors online.
Is Insider Monkey a public or private company?
Insider Monkey is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Insider Monkey founded?
Insider Monkey was founded in 2010. It employs 11 to 50 people.
Where is Insider Monkey based?
Insider Monkey is headquartered in Edgewater, United States, in the North America region.
How does Insider Monkey make money?
Three revenue lines are on record. Premium Readership Newsletter is the primary driver. The others are monthly Newsletter and quarterly Newsletter.
Does Insider Monkey have an API?
No public API is recorded for Insider Monkey.
What industry is Insider Monkey in?
Insider Monkey's product category is Investment Research & Newsletters. Its primary akta.pro industry code is FSAEABAK, Digital/Hybrid Robo-Wealth & Retirement Advisory. Its NAICS code is 52394 and its SIC code is 6282.