VOL. XCIV, NO. 247

★ FINANCIAL TOOLS & SERVICES DIRECTORY ★

PRICE: 5 CENTS

Sunday, October 5, 2025

View ETF Research CenterView Fiscal.aiBack to Home

Head-to-head

ETF Research Center vs Fiscal.ai comparison

Compare pricing, supported platforms, categories, and standout capabilities to decide which tool fits your workflow.

Quick takeaways

ETF Research Center adds ETF Screeners, ETF Comparison, ETF Fundamentals, ETF Valuation, ETF Factors, ETF Overlap, Which ETF includes this Stock?, Money Flow, and Backtesting coverage that Fiscal.ai skips.

Fiscal.ai includes Screeners, Stock Comparison, Alerts, Calendar, Dividends, Splits, Financials, Transcripts, Analyst Forecasts, Analyst Recommendations, Analyst Price Targets, Insider Data, Institutional Data, 13F, Valuation Models, and Data APIs categories that ETF Research Center omits.

ETF Research Center highlights: Equity Power Screener to filter ETFs by performance, technical indicators (beta, volatility, RSI), fundamentals, valuations, and ratings (advanced criteria gated to premium plans)., Fund Finder with multi-tab views across general, equity, and fixed income metrics; many criteria reserved for Individual and Professional tiers., and Fund Overlap tool showing pairwise overlap of holdings and top differences, plus a Portfolio Builder that generates overlap matrices against benchmarks..

Fiscal.ai is known for: Global market coverage for more than 100,000 stocks, ETFs, and funds., Detailed company fundamentals including segments and KPIs for over 2,000 firms, with historical depth expanding by plan tier., and AI Copilot and automated summaries to speed up research; monthly prompt allowances scale with subscription level, with custom summaries on higher tiers..

Fiscal.ai offers mobile access, which ETF Research Center skips.

ETF Research Center logo

ETF Research Center

etfrc.com

Hands-on review

ETF Research Center, powered by AltaVista Research, offers deep ETF analytics. The free plan provides access to basic screeners and watchlists, while paid tiers unlock fundamentals and valuations, complete exportable holdings for many issuers, PDF tear sheets, portfolio builder features (2 portfolios on Individual vs. 40 on Professional), and customizable PDF portfolio reports. Paid plans start with a one-month free trial.

Platforms

Web

Pricing

Free
Subscription

Quick highlights

  • Equity Power Screener to filter ETFs by performance, technical indicators (beta, volatility, RSI), fundamentals, valuations, and ratings (advanced criteria gated to premium plans).
  • Fund Finder with multi-tab views across general, equity, and fixed income metrics; many criteria reserved for Individual and Professional tiers.
  • Fund Overlap tool showing pairwise overlap of holdings and top differences, plus a Portfolio Builder that generates overlap matrices against benchmarks.
  • Stock Locator to find all ETFs holding a specific stock, showing weights and shares; the full list is available with a free account.
  • Total Cost of Ownership comparison that factors in expense ratios, spreads, and commissions, adjustable for user-defined holding period and assumptions.

Community votes (overall)

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Fiscal.ai logo

Fiscal.ai

fiscal.ai

Editor’s pick Hands-on review

A global equities and funds data platform enhanced with AI-driven summaries and Copilot tools. Features range from screeners and dashboards to analyst estimates, ownership datasets, and filings. Plans are gated by data history, AI prompt limits, event counts, and export access. Enterprise unlocks click-through auditability into source filings and U.S. as-reported views, with exports rolling out internationally. The API provides fundamentals, KPIs, and delayed pricing. SOC 2 Type II certified with a public status page.

Platforms

Web
Mobile
API

Pricing

Free
Subscription

Quick highlights

  • Global market coverage for more than 100,000 stocks, ETFs, and funds.
  • Detailed company fundamentals including segments and KPIs for over 2,000 firms, with historical depth expanding by plan tier.
  • AI Copilot and automated summaries to speed up research; monthly prompt allowances scale with subscription level, with custom summaries on higher tiers.
  • Analyst data including forward estimates, revisions, price targets, and ratings.
  • Investor-relations coverage with earnings call audio, transcripts, slide decks, filings, and corporate events, with higher tiers removing event caps.

Community votes (overall)

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Overlap

Shared focus areas

6 overlaps

Mutual strengths include ETF Overview, ETF Performance, and ETF Holdings plus 3 more areas.

Where they differ

ETF Research Center

Distinct strengths include:

ETF Screeners
ETF Comparison
ETF Fundamentals
ETF Valuation
ETF Factors
ETF Overlap
Which ETF includes this Stock?
Money Flow
  • Equity Power Screener to filter ETFs by performance, technical indicators (beta, volatility, RSI), fundamentals, valuations, and ratings (advanced criteria gated to premium plans).
  • Fund Finder with multi-tab views across general, equity, and fixed income metrics; many criteria reserved for Individual and Professional tiers.
  • Fund Overlap tool showing pairwise overlap of holdings and top differences, plus a Portfolio Builder that generates overlap matrices against benchmarks.
  • Stock Locator to find all ETFs holding a specific stock, showing weights and shares; the full list is available with a free account.

Fiscal.ai

Distinct strengths include:

Screeners
Stock Comparison
Alerts
Calendar
Dividends
Splits
Financials
Transcripts
  • Global market coverage for more than 100,000 stocks, ETFs, and funds.
  • Detailed company fundamentals including segments and KPIs for over 2,000 firms, with historical depth expanding by plan tier.
  • AI Copilot and automated summaries to speed up research; monthly prompt allowances scale with subscription level, with custom summaries on higher tiers.
  • Analyst data including forward estimates, revisions, price targets, and ratings.

Feature-by-feature breakdown

AttributeETF Research CenterFiscal.ai
Categories

Which research workflows each platform targets

Shared: ETF Overview, ETF Performance, ETF Holdings, Portfolio, Watchlist, Data Visualizations

Unique: ETF Screeners, ETF Comparison, ETF Fundamentals, ETF Valuation, ETF Factors, ETF Overlap, Which ETF includes this Stock?, Money Flow, Backtesting

Shared: ETF Overview, ETF Performance, ETF Holdings, Portfolio, Watchlist, Data Visualizations

Unique: Screeners, Stock Comparison, Alerts, Calendar, Dividends, Splits, Financials, Transcripts, Analyst Forecasts, Analyst Recommendations, Analyst Price Targets, Insider Data, Institutional Data, 13F, Valuation Models, Data APIs

Asset types

Supported asset classes and universes

ETFs

Stocks, ETFs, Mutual Funds

Experience levels

Who each product is built for

Beginner, Intermediate, Advanced

Beginner, Intermediate, Advanced

Platforms

Where you can access the product

Web

Web, Mobile, API

Pricing

High-level pricing models

Free, Subscription

Free, Subscription

Key features

Core capabilities called out by each vendor

Unique

  • Equity Power Screener to filter ETFs by performance, technical indicators (beta, volatility, RSI), fundamentals, valuations, and ratings (advanced criteria gated to premium plans).
  • Fund Finder with multi-tab views across general, equity, and fixed income metrics; many criteria reserved for Individual and Professional tiers.
  • Fund Overlap tool showing pairwise overlap of holdings and top differences, plus a Portfolio Builder that generates overlap matrices against benchmarks.
  • Stock Locator to find all ETFs holding a specific stock, showing weights and shares; the full list is available with a free account.
  • Total Cost of Ownership comparison that factors in expense ratios, spreads, and commissions, adjustable for user-defined holding period and assumptions.
  • Portfolio Builder lets users create, test, and monitor ETF portfolios. Features include allocation views, overlap analysis, fundamentals aggregation, backtesting, and ZoomLens holdings drill-downs. Professional subscribers can also generate customizable PDF portfolio reports.

Unique

  • Global market coverage for more than 100,000 stocks, ETFs, and funds.
  • Detailed company fundamentals including segments and KPIs for over 2,000 firms, with historical depth expanding by plan tier.
  • AI Copilot and automated summaries to speed up research; monthly prompt allowances scale with subscription level, with custom summaries on higher tiers.
  • Analyst data including forward estimates, revisions, price targets, and ratings.
  • Investor-relations coverage with earnings call audio, transcripts, slide decks, filings, and corporate events, with higher tiers removing event caps.
  • Ownership datasets spanning insider transactions, institutional holdings, and 13F filings.
Tested

Verified by hands-on testing inside Find My Moat

Yes

Yes

Editor pick

Featured inside curated shortlists

Standard listing

Highlighted

Frequently Asked Questions

Which workflows do ETF Research Center and Fiscal.ai both support?

Both platforms cover ETF Overview, ETF Performance, ETF Holdings, Portfolio, Watchlist, and Data Visualizations workflows, so you can research those use cases in either tool before digging into the feature differences below.

Do ETF Research Center and Fiscal.ai require subscriptions?

Both ETF Research Center and Fiscal.ai keep freemium access with optional paid upgrades, so you can trial each platform before committing.

Which tool has mobile access?

Fiscal.ai ships a dedicated mobile experience, while ETF Research Center focuses on web or desktop access.

What unique strengths set the two platforms apart?

ETF Research Center differentiates itself with Equity Power Screener to filter ETFs by performance, technical indicators (beta, volatility, RSI), fundamentals, valuations, and ratings (advanced criteria gated to premium plans)., Fund Finder with multi-tab views across general, equity, and fixed income metrics; many criteria reserved for Individual and Professional tiers., and Fund Overlap tool showing pairwise overlap of holdings and top differences, plus a Portfolio Builder that generates overlap matrices against benchmarks., whereas Fiscal.ai stands out for Global market coverage for more than 100,000 stocks, ETFs, and funds., Detailed company fundamentals including segments and KPIs for over 2,000 firms, with historical depth expanding by plan tier., and AI Copilot and automated summaries to speed up research; monthly prompt allowances scale with subscription level, with custom summaries on higher tiers..

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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.