Fiscal.ai overlaps on Valuation Models, Financials, and Data Visualizations and pushes into Screeners and Portfolio with Trefis and is the quickest matchup to review first.
VOL. XCIV, NO. 247
★ A CURATED DIRECTORY OF FINANCIAL TOOLS AND RESOURCES ★
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Sunday, January 18, 2026
Matchup hub
Compare Trefis
Every head-to-head showdown featuring Trefis. Review coverage overlap, standout differentiators, and pricing context before you request demos.
Quick takeaways
Fiscal.ai, GuruFocus, and TIKR keep freemium tiers so you can benchmark Trefis without committing budget.
Trefis rivals most often add coverage in Screeners, Watchlist, and Dividends, so focus there when evaluating upgrades.
24
Matchups catalogued
23
Include free tiers
7
Offer mobile access
62%
Avg category overlap
Category heatmap
How Trefis stacks up
Spot the coverage themes most often compared against this tool and where rivals extend or lag.
Shared battlegrounds
Categories that appear in the majority of head-to-head matchups.
- Data Visualizations23
- Financials22
- Stock Comparison16
- Valuation Models13
- Blogs11
- Custom Dashboards4
Where rivals add depth
Common coverage areas that comparison partners introduce beyond Trefis.
- Screeners21
- Watchlist16
- Dividends15
- News14
- Calendar13
- Portfolio12
Where Trefis stands alone
Categories that remain exclusive to Trefis across these matchups.
- Custom Dashboards20
- Blogs13
- Valuation Models11
- Stock Comparison8
- Financials2
- Data Visualizations1
Matchups
Dive into the full comparison roster
Start with the closest overlaps, then branch into tools that push Trefis into new workflows.
Fiscal.ai
83% overlapEditor’s pick
Hands-on review
Fiscal.ai overlaps on Valuation Models, Financials, and Data Visualizations, adds Screeners, Portfolio, and Watchlist coverage, keeps a free plan on the table while matching Trefis.
Shared categories
Fiscal.ai adds
- Screeners
- Portfolio
- Watchlist
- Investor Holdings
Trefis keeps to itself
- Custom Dashboards
Shared platforms
Web
Shared pricing
FreeSubscription
GuruFocus
83% overlapEditor’s pick
Hands-on review
GuruFocus overlaps on Valuation Models, Financials, and Data Visualizations, adds Screeners, Stock Ideas, and Portfolio coverage, keeps a free plan on the table while matching Trefis.
Shared categories
GuruFocus adds
- Screeners
- Stock Ideas
- Portfolio
- Investor Holdings
Trefis keeps to itself
- Custom Dashboards
Shared platforms
Web
Shared pricing
FreeSubscription
TIKR
83% overlapEditor’s pick
Hands-on review
TIKR overlaps on Valuation Models, Financials, and Data Visualizations, adds Screeners, Stock Ideas, and Portfolio coverage, keeps a free plan on the table while matching Trefis.
Shared categories
TIKR adds
- Screeners
- Stock Ideas
- Portfolio
- Watchlist
Trefis keeps to itself
- Custom Dashboards
Shared platforms
Web
Shared pricing
FreeSubscription
Value Sense
83% overlapValue Sense overlaps on Valuation Models, Financials, and Data Visualizations, adds Stock Ideas, Screeners, and Backtesting coverage, keeps a free plan on the table while matching Trefis.
Value Sense adds
- Stock Ideas
- Screeners
- Backtesting
- Watchlist
Trefis keeps to itself
- Blogs
Shared platforms
Web
Shared pricing
FreeSubscription
Dividend Watch
67% overlapEditor’s pick
Hands-on review
Dividend Watch overlaps on Financials, Data Visualizations, and Stock Comparison, adds Portfolio, Watchlist, and Dividends coverage, keeps a free plan on the table while matching Trefis.
Shared categories
Dividend Watch adds
- Portfolio
- Watchlist
- Dividends
- Calendar
Trefis keeps to itself
- Valuation Models
- Custom Dashboards
Shared platforms
Web
Shared pricing
FreeSubscription
Finbox
67% overlapHands-on review
Finbox overlaps on Valuation Models, Financials, and Data Visualizations, adds Stock Ideas, Screeners, and Watchlist coverage, keeps a free plan on the table while matching Trefis.
Shared categories
Finbox adds
- Stock Ideas
- Screeners
- Watchlist
- Investor Holdings
Trefis keeps to itself
- Blogs
- Custom Dashboards
Shared platforms
Web
Shared pricing
FreeSubscription
Simply Wall St
67% overlapEditor’s pick
Hands-on review
Simply Wall St overlaps on Valuation Models, Financials, and Data Visualizations, adds Stock Ideas, Screeners, and Portfolio coverage, keeps a free plan on the table while matching Trefis.
Shared categories
Simply Wall St adds
- Stock Ideas
- Screeners
- Portfolio
- Watchlist
Trefis keeps to itself
- Stock Comparison
- Custom Dashboards
Shared platforms
Web
Shared pricing
FreeSubscription
Stock Analysis
67% overlapEditor’s pick
Hands-on review
Stock Analysis overlaps on Financials, Data Visualizations, and Stock Comparison, adds Stock Ideas, Screeners, and ETF Screeners coverage, keeps a free plan on the table while matching Trefis.
Shared categories
Stock Analysis adds
- Stock Ideas
- Screeners
- ETF Screeners
- Top Analysts
Trefis keeps to itself
- Valuation Models
- Custom Dashboards
Shared platforms
Web
Shared pricing
FreeSubscription
Stock Rover
67% overlapEditor’s pick
Hands-on review
Stock Rover overlaps on Valuation Models, Financials, and Data Visualizations, adds Screeners, ETF Screeners, and ETF Comparison coverage, keeps a free plan on the table while matching Trefis.
Shared categories
Stock Rover adds
- Screeners
- ETF Screeners
- ETF Comparison
- Portfolio
Trefis keeps to itself
- Blogs
- Custom Dashboards
Shared platforms
Web
Shared pricing
FreeSubscription
Stock Unlock
67% overlapHands-on review
Stock Unlock overlaps on Valuation Models, Data Visualizations, and Stock Comparison, adds Screeners, ETF Overview, and ETF Holdings coverage, keeps a free plan on the table while matching Trefis.
Shared categories
Stock Unlock adds
- Screeners
- ETF Overview
- ETF Holdings
- Portfolio
Trefis keeps to itself
- Financials
- Custom Dashboards
Shared platforms
Web
Shared pricing
FreeSubscription
FullRatio
67% overlapFullRatio overlaps on Valuation Models, Financials, and Data Visualizations, adds Screeners, Dividends, and Checklist coverage, keeps a free plan on the table while matching Trefis.
Shared categories
FullRatio adds
- Screeners
- Dividends
- Checklist
- Education
Trefis keeps to itself
- Blogs
- Custom Dashboards
Shared platforms
Web
Shared pricing
FreeSubscription
Marketgenius
67% overlapMarketgenius overlaps on Valuation Models, Financials, and Data Visualizations, adds Investor Holdings, Scores, and Dividends coverage, keeps a free plan on the table while matching Trefis.
Shared categories
Marketgenius adds
- Investor Holdings
- Scores
- Dividends
- Short Interest
Trefis keeps to itself
- Stock Comparison
- Custom Dashboards
Shared platforms
Web
Shared pricing
Free
Visible Alpha
67% overlapVisible Alpha overlaps on Financials, Data Visualizations, and Stock Comparison, adds Analyst Forecasts, Analyst Price Targets, and Analyst Recommendations coverage while matching Trefis.
Shared categories
Visible Alpha adds
- Analyst Forecasts
- Analyst Price Targets
- Analyst Recommendations
- Data APIs
Trefis keeps to itself
- Valuation Models
- Custom Dashboards
Shared platforms
Web
Shared pricing
Subscription
Börsdata
50% overlapBörsdata overlaps on Valuation Models, Financials, and Data Visualizations, adds Screeners, Stock Ideas, and Index Rebalancing coverage, keeps a free plan on the table while matching Trefis.
Shared categories
Börsdata adds
- Screeners
- Stock Ideas
- Index Rebalancing
- Watchlist
Trefis keeps to itself
- Stock Comparison
- Blogs
- Custom Dashboards
Shared platforms
Web
Shared pricing
FreeSubscription
Business Quant
50% overlapBusiness Quant overlaps on Financials, Data Visualizations, and Stock Comparison, adds Screeners, Scores, and Flags coverage, keeps a free plan on the table while matching Trefis.
Shared categories
Business Quant adds
- Screeners
- Scores
- Flags
- 13F
Trefis keeps to itself
- Valuation Models
- Blogs
- Custom Dashboards
Shared platforms
Web
Shared pricing
FreeSubscription
Dune
50% overlapDune overlaps on Data Visualizations, Blogs, and Custom Dashboards, adds On-chain Analytics, DEX / DeFi, and Wallet / Address Monitoring coverage, keeps a free plan on the table while matching Trefis.
Shared categories
Dune adds
- On-chain Analytics
- DEX / DeFi
- Wallet / Address Monitoring
- NFT Markets
Trefis keeps to itself
- Valuation Models
- Financials
- Stock Comparison
Shared platforms
Web
Shared pricing
FreeSubscription
EPSMomentum
50% overlapEPSMomentum overlaps on Financials, Data Visualizations, and Custom Dashboards, adds Screeners, Stock Ideas, and Money Flow coverage, keeps a free plan on the table while matching Trefis.
Shared categories
EPSMomentum adds
- Screeners
- Stock Ideas
- Money Flow
- Portfolio
Trefis keeps to itself
- Valuation Models
- Stock Comparison
- Blogs
Shared platforms
Web
Shared pricing
FreeSubscription
FINVIZ
50% overlapEditor’s pick
Hands-on review
FINVIZ overlaps on Financials, Data Visualizations, and Stock Comparison, adds Screeners, ETF Screeners, and Portfolio coverage, keeps a free plan on the table while matching Trefis.
Shared categories
FINVIZ adds
- Screeners
- ETF Screeners
- Portfolio
- Correlation
Trefis keeps to itself
- Valuation Models
- Blogs
- Custom Dashboards
Shared platforms
Web
Shared pricing
FreeSubscription
Gainify
50% overlapGainify overlaps on Valuation Models, Financials, and Blogs, adds Screeners, Stock Ideas, and Calendar coverage, keeps a free plan on the table while matching Trefis.
Shared categories
Gainify adds
- Screeners
- Stock Ideas
- Calendar
- Transcripts
Trefis keeps to itself
- Data Visualizations
- Stock Comparison
- Custom Dashboards
Shared platforms
Web
Shared pricing
FreeSubscription
Godel Terminal
50% overlapHands-on review
Godel Terminal overlaps on Financials, Data Visualizations, and Stock Comparison, adds News, Institutional Data, and Options & Derivatives coverage, keeps a free plan on the table while matching Trefis.
Shared categories
Godel Terminal adds
- News
- Institutional Data
- Options & Derivatives
- Screeners
Trefis keeps to itself
- Valuation Models
- Blogs
- Custom Dashboards
Shared platforms
Web
Shared pricing
FreeSubscription
Investing.com
50% overlapHands-on review
Investing.com overlaps on Valuation Models, Financials, and Data Visualizations, adds News, Alerts, and Calendar coverage, keeps a free plan on the table while matching Trefis.
Shared categories
Investing.com adds
- News
- Alerts
- Calendar
- Dividends
Trefis keeps to itself
- Stock Comparison
- Blogs
- Custom Dashboards
Shared platforms
Web
Shared pricing
FreeSubscription
Koyfin
50% overlapEditor’s pick
Hands-on review
Koyfin overlaps on Financials, Data Visualizations, and Custom Dashboards, adds Screeners, ETF Screeners, and Correlation coverage, keeps a free plan on the table while matching Trefis.
Shared categories
Koyfin adds
- Screeners
- ETF Screeners
- Correlation
- Portfolio
Trefis keeps to itself
- Valuation Models
- Stock Comparison
- Blogs
Shared platforms
Web
Shared pricing
FreeSubscription
Macrotrends
50% overlapMacrotrends overlaps on Financials, Data Visualizations, and Stock Comparison, adds Screeners, Dividends, and Interest Rates coverage, keeps a free plan on the table while matching Trefis.
Shared categories
Macrotrends adds
- Screeners
- Dividends
- Interest Rates
- Delisted
Trefis keeps to itself
- Valuation Models
- Blogs
- Custom Dashboards
Shared platforms
Web
Shared pricing
FreeSubscription
Main Street Data
50% overlapHands-on review
Main Street Data overlaps on Financials, Data Visualizations, and Stock Comparison, adds Screeners, Watchlist, and Calendar coverage, keeps a free plan on the table while matching Trefis.
Shared categories
Main Street Data adds
- Screeners
- Watchlist
- Calendar
- Transcripts
Trefis keeps to itself
- Valuation Models
- Blogs
- Custom Dashboards
Shared platforms
Web
Shared pricing
FreeSubscription
Curation & Accuracy
This directory blends AI‑assisted discovery with human curation. Entries are reviewed, edited, and organized with the goal of expanding coverage and sharpening quality over time. Your feedback helps steer improvements (because no single human can capture everything all at once).
Details change. Pricing, features, and availability may be incomplete or out of date. Treat listings as a starting point and verify on the provider’s site before making decisions. If you spot an error or a gap, send a quick note and I’ll adjust.