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
★ FINANCIAL TOOLS & SERVICES DIRECTORY ★
PRICE: 5 CENTS
Wednesday, December 3, 2025
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, Stock Analysis, and Stock Rover keep freemium tiers so you can benchmark Trefis without committing budget.
Trefis rivals most often add coverage in Screeners, Watchlist, and Portfolio, so focus there when evaluating upgrades.
24
Matchups catalogued
18
Include free tiers
6
Offer mobile access
57%
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.
- Financials23
- Data Visualizations18
- Stock Comparison15
- Valuation Models14
- Blogs10
- Custom Dashboards1
Where rivals add depth
Common coverage areas that comparison partners introduce beyond Trefis.
- Screeners18
- Watchlist16
- Portfolio14
- Analyst Forecasts13
- News12
- Alerts10
Where Trefis stands alone
Categories that remain exclusive to Trefis across these matchups.
- Custom Dashboards23
- Blogs14
- Valuation Models10
- Stock Comparison9
- Data Visualizations6
- Financials1
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
Finbox
83% overlapHands-on review
Finbox overlaps on Valuation Models, Financials, and Data Visualizations, adds Screeners, Stock Ideas, and Watchlist coverage while matching Trefis.
Shared categories
Finbox adds
- Screeners
- Stock Ideas
- Watchlist
- Investor Holdings
Trefis keeps to itself
- Custom Dashboards
Shared platforms
Web
Shared pricing
Subscription
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
- Correlation
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
TradingView
67% overlapEditor’s pick
Hands-on review
TradingView overlaps on Valuation Models, Financials, and Data Visualizations, adds Stock Ideas, Screeners, and ETF Screeners coverage, keeps a free plan on the table while matching Trefis.
Shared categories
TradingView adds
- Stock Ideas
- Screeners
- ETF Screeners
- Options & Derivatives
Trefis keeps to itself
- Stock Comparison
- 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
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
Alpha Spread
50% overlapAlpha Spread overlaps on Valuation Models, Financials, and Stock Comparison, adds Screeners, Stock Ideas, and Transcripts coverage, keeps a free plan on the table while matching Trefis.
Shared categories
Alpha Spread adds
- Screeners
- Stock Ideas
- Transcripts
- Analyst Price Targets
Trefis keeps to itself
- Data Visualizations
- 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
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
GuruFocus
50% overlapEditor’s pick
Hands-on review
GuruFocus overlaps on Valuation Models, Financials, and Stock Comparison, 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
- Backtesting
Trefis keeps to itself
- Data Visualizations
- 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
OpenBB
50% overlapOpenBB overlaps on Financials, Data Visualizations, and Custom Dashboards, adds APIs & SDKs, Sheets / Excel Add-ins, and Data APIs coverage, keeps a free plan on the table while matching Trefis.
Shared categories
OpenBB adds
- APIs & SDKs
- Sheets / Excel Add-ins
- Data APIs
- News
Trefis keeps to itself
- Valuation Models
- Stock Comparison
- Blogs
Shared platforms
Web
Shared pricing
FreeSubscription
Seeking Alpha
50% overlapEditor’s pick
Hands-on review
Seeking Alpha 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
Seeking Alpha adds
- Screeners
- ETF Screeners
- Portfolio
- Watchlist
Trefis keeps to itself
- Valuation Models
- Blogs
- Custom Dashboards
Shared platforms
Web
Shared pricing
FreeSubscription
Track Your Dividends (TYD)
50% overlapTrack Your Dividends (TYD) overlaps on Valuation Models, Financials, and Data Visualizations, adds Portfolio, Watchlist, and Dividends coverage, keeps a free plan on the table while matching Trefis.
Shared categories
Track Your Dividends (TYD) adds
- Portfolio
- Watchlist
- Dividends
- Alerts
Trefis keeps to itself
- Stock Comparison
- Blogs
- Custom Dashboards
Shared platforms
Web
Shared pricing
FreeSubscription
Damodaran Online (NYU Stern)
50% overlapEditor’s pick
Hands-on review
Damodaran Online (NYU Stern) overlaps on Valuation Models, Financials, and Blogs, adds Interest Rates, Education, and Videos coverage, keeps a free plan on the table while matching Trefis.
Shared categories
Damodaran Online (NYU Stern) adds
- Interest Rates
- Education
- Videos
Trefis keeps to itself
- Data Visualizations
- Stock Comparison
- Custom Dashboards
Shared platforms
Web
Shared pricing
Free
FAST Graphs
50% overlapFAST Graphs overlaps on Valuation Models, Financials, and Data Visualizations, adds Screeners, Portfolio, and Watchlist coverage while matching Trefis.
Shared categories
FAST Graphs adds
- Screeners
- Portfolio
- Watchlist
- Analyst Forecasts
Trefis keeps to itself
- Stock Comparison
- Blogs
- Custom Dashboards
Shared platforms
Web
Shared pricing
Subscription
Google Finance
50% overlapEditor’s pick
Hands-on review
Google Finance overlaps on Financials, Data Visualizations, and Stock Comparison, adds Watchlist, Portfolio, and News coverage, keeps a free plan on the table while matching Trefis.
Shared categories
Google Finance adds
- Watchlist
- Portfolio
- News
- ETF Overview
Trefis keeps to itself
- Valuation Models
- Blogs
- Custom Dashboards
Shared platforms
Web
Shared pricing
Free
Stockopedia
50% overlapEditor’s pick
Hands-on review
Stockopedia overlaps on Financials, Data Visualizations, and Blogs, adds Screeners, Stock Ideas, and Scores coverage while matching Trefis.
Shared categories
Stockopedia adds
- Screeners
- Stock Ideas
- Scores
- Checklist
Trefis keeps to itself
- Valuation Models
- Stock Comparison
- Custom Dashboards
Shared platforms
Web
Shared pricing
Subscription
Sure Dividend
50% overlapSure Dividend overlaps on Valuation Models, Financials, and Blogs, adds Stock Ideas, Scores, and Newsletters coverage while matching Trefis.
Shared categories
Sure Dividend adds
- Stock Ideas
- Scores
- Newsletters
Trefis keeps to itself
- Data Visualizations
- Stock Comparison
- Custom Dashboards
Shared platforms
Web
Shared pricing
Subscription
YCharts
50% overlapHands-on review
YCharts overlaps on Financials, Data Visualizations, and Stock Comparison, adds Screeners, ETF Comparison, and Portfolio coverage while matching Trefis.
Shared categories
YCharts adds
- Screeners
- ETF Comparison
- Portfolio
- Watchlist
Trefis keeps to itself
- Valuation Models
- Blogs
- Custom Dashboards
Shared platforms
Web
Shared pricing
Subscription
Beanvest
40% overlapHands-on review
Beanvest overlaps on Valuation Models and Financials, adds Portfolio, Insider Data, and Broker Connectors coverage, keeps a free plan on the table while matching Trefis.
Shared categories
Beanvest adds
- Portfolio
- Insider Data
- Broker Connectors
Trefis keeps to itself
- Data Visualizations
- Stock Comparison
- 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.