Estimize adds Data APIs, and Inflation Rates coverage that Fey skips.
VOL. XCIV, NO. 247
★ FINANCIAL TOOLS & SERVICES DIRECTORY ★
PRICE: 5 CENTS
Wednesday, November 19, 2025
Tool Comparison
Estimize vs Fey comparison
Compare pricing, supported platforms, categories, and standout capabilities to decide which tool fits your workflow.
Quick takeaways
Fey includes Portfolio, Watchlist, News, News Sentiment, Improved Filings, Transcripts, Analyst Price Targets, AI, AI Earnings Summary, AI Filings Summary, AI Report, and Factor Exposure categories that Estimize omits.
In depth comparison
Estimize
estimize.com
Crowdsourced earnings and macro estimates platform. The free community tier lets you view and contribute forecasts, while Premium ($99/month) unlocks the full dataset without contributing, plus screening and alerts. Enterprise clients can access data through real-time APIs, daily FTP feeds, or Excel files. A public REST API exists for community data.
Platforms
Pricing
Quick highlights
- Crowdsourced EPS and revenue estimates on a non-GAAP basis, with more than 120,000 contributors and coverage of over 3,000 stocks and 80+ macro indicators each quarter.
- Earnings and economic calendars (including CPI and PPI) with the ability for users to submit their own estimates.
- Premium subscription provides access to the complete Estimize dataset without the need to contribute, plus advanced screening tools and customizable alerts ($99/month).
- APIs and data delivery: a public REST API with some open endpoints, plus enterprise delivery via real-time API, daily FTP, or daily Excel files.
- Embeddable Estimize widget available for third-party sites.
Community votes (overall)
Fey
fey.com
Desktop‑first investing research app acquired by Wealthsimple on Aug 27, 2025; **standalone Fey service wind‑down on Sep 30, 2025** with automatic prorated refunds. AI is a first‑class capability across Finder (natural‑language screener), Earnings (press‑release summaries in ~0.8s, live calls, transcripts), Filings (on‑demand 10‑K/10‑Q summaries), Portfolio (one‑click ‘Analyze with AI’: strengths/risks, **factor tilts**, opportunities), News (impact scoring & source consensus), and Macro (AI‑synthesized economic overviews).
Categories
Platforms
Pricing
Quick highlights
- Finder (NLQ): type ideas like “undervalued tech with insider buying” or “Nancy Pelosi portfolio”; Fey turns this into an editable screen in ~2s (“Like ChatGPT meets Bloomberg”).
- Earnings ‘at the speed of now’: instant press releases with **AI‑generated summaries** (~0.8s), live calls in‑app, transcripts and transcript summaries.
- Filings ‘Analyze’: **on‑demand AI summaries** of 10‑K/10‑Q with structured sections (revenue, strengths, challenges, risks) to read filings in ~2 minutes.
- Portfolio ‘Analyze with AI’ (one click): benchmarks holdings, highlights **factor tilts** driving returns, flags strengths/risks, scans for **mis‑pricings** (forecasts, price targets, valuation spreads), and prioritizes headlines that could actually move your P&L.
- News intelligence: curated feed, **impact‑scored headlines** and **news consensus** (source transparency), plus watchlist‑aware daily/weekly recaps.
Community votes (overall)
Where they differ
Estimize
Distinct strengths include:
- Crowdsourced EPS and revenue estimates on a non-GAAP basis, with more than 120,000 contributors and coverage of over 3,000 stocks and 80+ macro indicators each quarter.
- Earnings and economic calendars (including CPI and PPI) with the ability for users to submit their own estimates.
- Premium subscription provides access to the complete Estimize dataset without the need to contribute, plus advanced screening tools and customizable alerts ($99/month).
- APIs and data delivery: a public REST API with some open endpoints, plus enterprise delivery via real-time API, daily FTP, or daily Excel files.
Fey
Distinct strengths include:
- Finder (NLQ): type ideas like “undervalued tech with insider buying” or “Nancy Pelosi portfolio”; Fey turns this into an editable screen in ~2s (“Like ChatGPT meets Bloomberg”).
- Earnings ‘at the speed of now’: instant press releases with **AI‑generated summaries** (~0.8s), live calls in‑app, transcripts and transcript summaries.
- Filings ‘Analyze’: **on‑demand AI summaries** of 10‑K/10‑Q with structured sections (revenue, strengths, challenges, risks) to read filings in ~2 minutes.
- Portfolio ‘Analyze with AI’ (one click): benchmarks holdings, highlights **factor tilts** driving returns, flags strengths/risks, scans for **mis‑pricings** (forecasts, price targets, valuation spreads), and prioritizes headlines that could actually move your P&L.
Feature-by-feature breakdown
| Attribute | Estimize | Fey |
|---|---|---|
Categories Which research workflows each platform targets | Shared: Screeners, Alerts, Calendar, Analyst Forecasts Unique: Data APIs, Inflation Rates | Shared: Screeners, Alerts, Calendar, Analyst Forecasts Unique: Portfolio, Watchlist, News, News Sentiment, Improved Filings, Transcripts, Analyst Price Targets, AI, AI Earnings Summary, AI Filings Summary, AI Report, Factor Exposure |
Asset types Supported asset classes and universes | Stocks | Stocks, ETFs |
Experience levels Who each product is built for | Beginner, Intermediate, Advanced | Beginner, Intermediate, Advanced |
Platforms Where you can access the product | Web, API | Desktop, Web |
Pricing High-level pricing models | Free, Subscription | Subscription, Free |
Key features Core capabilities called out by each vendor | Unique
| Unique
|
Tested Verified by hands-on testing inside Find My Moat | Not yet | Yes |
Editor pick Featured inside curated shortlists | Standard listing | Highlighted |
Frequently Asked Questions
Which workflows do Estimize and Fey both support?
Both platforms cover Screeners, Alerts, Calendar, and Analyst Forecasts workflows, so you can research those use cases in either tool before digging into the feature differences below.
Do Estimize and Fey require subscriptions?
Both Estimize and Fey keep freemium access with optional paid upgrades, so you can trial each platform before committing.
How can you access Estimize and Fey?
Both Estimize and Fey 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?
Estimize differentiates itself with Crowdsourced EPS and revenue estimates on a non-GAAP basis, with more than 120,000 contributors and coverage of over 3,000 stocks and 80+ macro indicators each quarter., Earnings and economic calendars (including CPI and PPI) with the ability for users to submit their own estimates., and Premium subscription provides access to the complete Estimize dataset without the need to contribute, plus advanced screening tools and customizable alerts ($99/month)., whereas Fey stands out for Finder (NLQ): type ideas like “undervalued tech with insider buying” or “Nancy Pelosi portfolio”; Fey turns this into an editable screen in ~2s (“Like ChatGPT meets Bloomberg”)., Earnings ‘at the speed of now’: instant press releases with **AI‑generated summaries** (~0.8s), live calls in‑app, transcripts and transcript summaries., and Filings ‘Analyze’: **on‑demand AI summaries** of 10‑K/10‑Q with structured sections (revenue, strengths, challenges, risks) to read filings in ~2 minutes..
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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.