VOL. XCIV, NO. 247

★ FINANCIAL TOOLS & SERVICES DIRECTORY ★

PRICE: 5 CENTS

Friday, October 10, 2025

Head-to-head

Fey vs Fiscal.ai comparison

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

Quick takeaways

Fey adds News, Factor Exposure, and Blogs coverage that Fiscal.ai skips.

Fiscal.ai includes Dividends, Splits, ETF Overview, ETF Holdings, ETF Performance, Insider Data, Institutional Data, 13F, Valuation Models, and Data APIs categories that Fey omits.

Fey highlights: Finder: natural‑language stock screening (e.g., “undervalued tech with insider buying”, “Pelosi portfolio”) with editable filters; ~2s query‑to‑results., Earnings in real time: instant press‑release detection with ~0.8‑second summaries, live in‑app call audio, transcripts, and clear highlight cards., and Live Pricing: vendor‑stated real‑time quotes (no 15‑min delay) for equities; analyst estimates, company financials, peer analysis, historical earnings, insider transactions..

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 Fey skips.

Fey logo

Fey

fey.com

Desktop‑first investing research tool with real‑time quotes, natural‑language stock Finder, curated news feed, and an earnings experience (instant press releases, live call audio, transcripts, summaries). Portfolio sync via Plaid (IBKR, Schwab, Robinhood, E*TRADE), plus manual entry. **Acquired by Wealthsimple on Aug 27, 2025**; standalone Fey service **winds down Sep 30, 2025** with refunds for remaining subscription balances.

Platforms

Desktop
Web

Pricing

Subscription
Free
Other

Quick highlights

  • Finder: natural‑language stock screening (e.g., “undervalued tech with insider buying”, “Pelosi portfolio”) with editable filters; ~2s query‑to‑results.
  • Earnings in real time: instant press‑release detection with ~0.8‑second summaries, live in‑app call audio, transcripts, and clear highlight cards.
  • Live Pricing: vendor‑stated real‑time quotes (no 15‑min delay) for equities; analyst estimates, company financials, peer analysis, historical earnings, insider transactions.
  • News & ‘For you’: curated, ad‑free news feed, daily recaps, and watchlist‑aware updates.
  • Portfolio: broker sync via Plaid (Interactive Brokers, Charles Schwab, Robinhood, E*TRADE), multi‑account view, S&P comparison; optional manual portfolios; desktop widget.

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

12 overlaps

Mutual strengths include Screeners, Stock Comparison, and Data Visualizations plus 9 more areas.

Where they differ

Fey

Distinct strengths include:

  • Finder: natural‑language stock screening (e.g., “undervalued tech with insider buying”, “Pelosi portfolio”) with editable filters; ~2s query‑to‑results.
  • Earnings in real time: instant press‑release detection with ~0.8‑second summaries, live in‑app call audio, transcripts, and clear highlight cards.
  • Live Pricing: vendor‑stated real‑time quotes (no 15‑min delay) for equities; analyst estimates, company financials, peer analysis, historical earnings, insider transactions.
  • News & ‘For you’: curated, ad‑free news feed, daily recaps, and watchlist‑aware updates.

Fiscal.ai

Distinct strengths include:

  • 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

AttributeFeyFiscal.ai
Categories

Which research workflows each platform targets

Shared: Screeners, Stock Comparison, Data Visualizations, Portfolio, Watchlist, Alerts, Calendar, Financials, Analyst Forecasts, Analyst Recommendations, Analyst Price Targets, Transcripts

Unique: News, Factor Exposure, Blogs

Shared: Screeners, Stock Comparison, Data Visualizations, Portfolio, Watchlist, Alerts, Calendar, Financials, Analyst Forecasts, Analyst Recommendations, Analyst Price Targets, Transcripts

Unique: Dividends, Splits, ETF Overview, ETF Holdings, ETF Performance, Insider Data, Institutional Data, 13F, Valuation Models, Data APIs

Asset types

Supported asset classes and universes

Stocks, 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

Desktop, Web

Web, Mobile, API

Pricing

High-level pricing models

Subscription, Free, Other

Free, Subscription

Key features

Core capabilities called out by each vendor

Unique

  • Finder: natural‑language stock screening (e.g., “undervalued tech with insider buying”, “Pelosi portfolio”) with editable filters; ~2s query‑to‑results.
  • Earnings in real time: instant press‑release detection with ~0.8‑second summaries, live in‑app call audio, transcripts, and clear highlight cards.
  • Live Pricing: vendor‑stated real‑time quotes (no 15‑min delay) for equities; analyst estimates, company financials, peer analysis, historical earnings, insider transactions.
  • News & ‘For you’: curated, ad‑free news feed, daily recaps, and watchlist‑aware updates.
  • Portfolio: broker sync via Plaid (Interactive Brokers, Charles Schwab, Robinhood, E*TRADE), multi‑account view, S&P comparison; optional manual portfolios; desktop widget.
  • Students: free access for U.S. .edu (up to 4 years); one‑click **Export to Excel**.

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

Not yet

Yes

Editor pick

Featured inside curated shortlists

Standard listing

Highlighted

Frequently Asked Questions

Which workflows do Fey and Fiscal.ai both support?

Both platforms cover Screeners, Stock Comparison, Data Visualizations, Portfolio, Watchlist, Alerts, Calendar, Financials, Analyst Forecasts, Analyst Recommendations, Analyst Price Targets, and Transcripts workflows, so you can research those use cases in either tool before digging into the feature differences below.

Do Fey and Fiscal.ai require subscriptions?

Both Fey 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 Fey focuses on web or desktop access.

What unique strengths set the two platforms apart?

Fey differentiates itself with Finder: natural‑language stock screening (e.g., “undervalued tech with insider buying”, “Pelosi portfolio”) with editable filters; ~2s query‑to‑results., Earnings in real time: instant press‑release detection with ~0.8‑second summaries, live in‑app call audio, transcripts, and clear highlight cards., and Live Pricing: vendor‑stated real‑time quotes (no 15‑min delay) for equities; analyst estimates, company financials, peer analysis, historical earnings, insider transactions., 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..

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.