Calcbench adds Improved Filings, Flags, Management Compensation, Acquisitions, Ticker Changes, Sheets / Excel Add-ins, Blogs, and Regulatory Filings Monitoring coverage that Financial Datasets skips.
VOL. XCIV, NO. 247
★ FINANCIAL TOOLS & SERVICES DIRECTORY ★
PRICE: 5 CENTS
Monday, October 13, 2025
Head-to-head
Calcbench vs Financial Datasets comparison
Compare pricing, supported platforms, categories, and standout capabilities to decide which tool fits your workflow.
Quick takeaways
Financial Datasets includes News, Insider Data, 13F, and Interest Rates categories that Calcbench omits.
Calcbench highlights: As‑reported financials with drill‑through ‘Trace to source’ into the filing; multi‑company time‑series and standardized metrics., Interactive disclosures/footnotes search across 10‑K/10‑Q (and other docs); segment & geographic breakouts., and Earnings press‑release data within minutes of wire: GAAP, non‑GAAP, guidance, KPIs; model‑ready via Excel or API..
Financial Datasets is known for: REST API covering financial statements (income/balance/cash‑flow), financial metrics, stock prices (snapshot + minute/day/week/month/year), SEC filings lists & item extraction, insider trades, institutional ownership (13F), segmented revenues, company news with sentiment, interest‑rate snapshots, and crypto prices., US coverage only with 30,000+ tickers (active & delisted) and 30+ years of fundamentals; endpoint‑specific counts vary (e.g., prices/metrics pages show different tickers)., and Real‑time endpoints where applicable (e.g., stock price snapshot, Form 4 updates, news/press releases via RSS, interest‑rate announcements); historical series for backtesting..
Calcbench
calcbench.com
SEC-filings and earnings‑release data platform built for analysts. Coverage includes as‑reported financial statements, footnotes/disclosures text, segments & breakouts, earnings press‑release numerics (incl. non‑GAAP and guidance), proxies, 8‑Ks, and SEC comment letters. ‘Trace’ any number back to the source filing. Point‑in‑time fundamentals with publication timestamps are available for backtests. Excel (Windows) add‑in is full‑featured; Office 365 (Mac/Web) and Google Sheets add‑ins are lighter. API access is separate from standard subscriptions.
Categories
Platforms
Pricing
Quick highlights
- As‑reported financials with drill‑through ‘Trace to source’ into the filing; multi‑company time‑series and standardized metrics.
- Interactive disclosures/footnotes search across 10‑K/10‑Q (and other docs); segment & geographic breakouts.
- Earnings press‑release data within minutes of wire: GAAP, non‑GAAP, guidance, KPIs; model‑ready via Excel or API.
- Point‑in‑time fundamentals: standardized metrics stamped with first‑available timestamps to avoid look‑ahead bias.
- Auditor & auditor‑fee dataset with flags; M&A purchase‑price‑allocation dataset.
Community votes (overall)
Financial Datasets
financialdatasets.ai
Developer‑first US‑equities API designed for AI agents and quant apps: real‑time quotes + minute/EOD historical prices, standardized financial statements & metrics, SEC filings (with section extraction), insider trades (Form 4), institutional ownership (13F), company news with sentiment, segmented financials, interest‑rate snapshots, and crypto prices. Auth via X‑API‑KEY; Developer plan includes 1,000 req/min; Pro supports unlimited and redistribution. Also offers a Model Context Protocol (MCP) server and community integrations (LangChain, Dify, n8n). US market only; options/indices/FX not yet covered.
Platforms
Pricing
Quick highlights
- REST API covering financial statements (income/balance/cash‑flow), financial metrics, stock prices (snapshot + minute/day/week/month/year), SEC filings lists & item extraction, insider trades, institutional ownership (13F), segmented revenues, company news with sentiment, interest‑rate snapshots, and crypto prices.
- US coverage only with 30,000+ tickers (active & delisted) and 30+ years of fundamentals; endpoint‑specific counts vary (e.g., prices/metrics pages show different tickers).
- Real‑time endpoints where applicable (e.g., stock price snapshot, Form 4 updates, news/press releases via RSS, interest‑rate announcements); historical series for backtesting.
- Simple auth (X‑API‑KEY) and straightforward request model; OpenAPI schema published; tickers lists available per endpoint (e.g., /prices/tickers).
- AI/agent integrations: official remote MCP server (HTTP/SSE) for assistants; ecosystem plugs include LangChain toolkit, a Dify plugin, and example n8n workflows.
Community votes (overall)
Shared focus areas
3 overlapsMutual strengths include Financials, Data APIs, and APIs & SDKs.
Where they differ
Calcbench
Distinct strengths include:
- As‑reported financials with drill‑through ‘Trace to source’ into the filing; multi‑company time‑series and standardized metrics.
- Interactive disclosures/footnotes search across 10‑K/10‑Q (and other docs); segment & geographic breakouts.
- Earnings press‑release data within minutes of wire: GAAP, non‑GAAP, guidance, KPIs; model‑ready via Excel or API.
- Point‑in‑time fundamentals: standardized metrics stamped with first‑available timestamps to avoid look‑ahead bias.
Financial Datasets
Distinct strengths include:
- REST API covering financial statements (income/balance/cash‑flow), financial metrics, stock prices (snapshot + minute/day/week/month/year), SEC filings lists & item extraction, insider trades, institutional ownership (13F), segmented revenues, company news with sentiment, interest‑rate snapshots, and crypto prices.
- US coverage only with 30,000+ tickers (active & delisted) and 30+ years of fundamentals; endpoint‑specific counts vary (e.g., prices/metrics pages show different tickers).
- Real‑time endpoints where applicable (e.g., stock price snapshot, Form 4 updates, news/press releases via RSS, interest‑rate announcements); historical series for backtesting.
- Simple auth (X‑API‑KEY) and straightforward request model; OpenAPI schema published; tickers lists available per endpoint (e.g., /prices/tickers).
Feature-by-feature breakdown
Attribute | Calcbench | Financial Datasets |
---|---|---|
Categories Which research workflows each platform targets | Shared: Financials, Data APIs, APIs & SDKs Unique: Improved Filings, Flags, Management Compensation, Acquisitions, Ticker Changes, Sheets / Excel Add-ins, Blogs, Regulatory Filings Monitoring | Shared: Financials, Data APIs, APIs & SDKs Unique: News, Insider Data, 13F, Interest Rates |
Asset types Supported asset classes and universes | Stocks | Stocks, Cryptos |
Experience levels Who each product is built for | Beginner, Intermediate, Advanced | Intermediate, Advanced |
Platforms Where you can access the product | Web, Desktop, API | Web, API |
Pricing High-level pricing models | Free, Subscription | Free, Subscription, Other |
Key features Core capabilities called out by each vendor | Unique
| Unique
|
Tested Verified by hands-on testing inside Find My Moat | Not yet | Not yet |
Editor pick Featured inside curated shortlists | Standard listing | Standard listing |
Frequently Asked Questions
Which workflows do Calcbench and Financial Datasets both support?
Both platforms cover Financials, Data APIs, and APIs & SDKs workflows, so you can research those use cases in either tool before digging into the feature differences below.
Do Calcbench and Financial Datasets require subscriptions?
Both Calcbench and Financial Datasets keep freemium access with optional paid upgrades, so you can trial each platform before committing.
How can you access Calcbench and Financial Datasets?
Both Calcbench and Financial Datasets prioritize web or desktop access. Investors wanting a mobile-first workflow may need to rely on responsive web views.
What unique strengths set the two platforms apart?
Calcbench differentiates itself with As‑reported financials with drill‑through ‘Trace to source’ into the filing; multi‑company time‑series and standardized metrics., Interactive disclosures/footnotes search across 10‑K/10‑Q (and other docs); segment & geographic breakouts., and Earnings press‑release data within minutes of wire: GAAP, non‑GAAP, guidance, KPIs; model‑ready via Excel or API., whereas Financial Datasets stands out for REST API covering financial statements (income/balance/cash‑flow), financial metrics, stock prices (snapshot + minute/day/week/month/year), SEC filings lists & item extraction, insider trades, institutional ownership (13F), segmented revenues, company news with sentiment, interest‑rate snapshots, and crypto prices., US coverage only with 30,000+ tickers (active & delisted) and 30+ years of fundamentals; endpoint‑specific counts vary (e.g., prices/metrics pages show different tickers)., and Real‑time endpoints where applicable (e.g., stock price snapshot, Form 4 updates, news/press releases via RSS, interest‑rate announcements); historical series for backtesting..
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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.