VOL. XCIV, NO. 247

★ FINANCIAL TOOLS & SERVICES DIRECTORY ★

PRICE: 5 CENTS

Friday, October 10, 2025

Head-to-head

Fey vs Reflexivity comparison

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

Quick takeaways

Fey adds Watchlist, Calendar, News Sentiment, Improved Filings, Analyst Forecasts, Analyst Price Targets, AI Earnings Summary, AI Filings Summary, and Factor Exposure coverage that Reflexivity skips.

Reflexivity includes Quant, Performance Attribution, Scenario & Stress Tests, Backtesting, Data APIs, AI Chat, and APIs & SDKs categories that Fey omits.

Fey 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., 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..

Reflexivity is known for: Institutional-grade AI research environment with verified data from S&P Global, Refinitiv Datastream, Nasdaq, and Cboe—all included without the need for separate data contracts., Deep Research agent that can write and execute Python, run backtests, generate Excel models, export code and data, and produce publication-ready reports., and Document Intelligence to search and extract from SEC filings, transcripts, presentations, and central bank documents; includes OCR for charts and tables and custom ingestion for proprietary docs..

Fey has a free tier, while Reflexivity requires a paid plan.

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).

Platforms

Desktop

Web

Pricing

Subscription

Free

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.

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Reflexivity

reflexivity.com

Reflexivity is a sales-led enterprise platform (annual subscription) designed for institutions. Deep Research features are still in beta and not enabled for all accounts. All listed data sources (S&P Global, Refinitiv, Nasdaq, Cboe, etc.) are included out of the box—no separate contracts required.

Platforms

Web

API

Pricing

Subscription

Quick highlights

Institutional-grade AI research environment with verified data from S&P Global, Refinitiv Datastream, Nasdaq, and Cboe—all included without the need for separate data contracts.
Deep Research agent that can write and execute Python, run backtests, generate Excel models, export code and data, and produce publication-ready reports.
Document Intelligence to search and extract from SEC filings, transcripts, presentations, and central bank documents; includes OCR for charts and tables and custom ingestion for proprietary docs.
Portfolio Insights delivers real-time alerts, risk/exposure analytics, and performance attribution. Portfolios can be replicated via manual entry or file upload. The system produces over 1,500 daily insights spanning 40k+ assets, 250+ indicators, and 20 years of history.
Scenario Analysis allows backtesting and stress testing with 50+ years of historical market data. Users can model custom scenarios and view results in real time.

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Overlap

Shared focus areas

7 overlaps

Mutual strengths include Screeners, Portfolio, and News plus 4 more areas.

Where they differ

Fey

Distinct strengths include:

Analyst Price Targets

AI Earnings Summary

AI Filings Summary

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.

Reflexivity

Distinct strengths include:

Quant

Performance Attribution

Scenario & Stress Tests

Institutional-grade AI research environment with verified data from S&P Global, Refinitiv Datastream, Nasdaq, and Cboe—all included without the need for separate data contracts.
Deep Research agent that can write and execute Python, run backtests, generate Excel models, export code and data, and produce publication-ready reports.
Document Intelligence to search and extract from SEC filings, transcripts, presentations, and central bank documents; includes OCR for charts and tables and custom ingestion for proprietary docs.
Portfolio Insights delivers real-time alerts, risk/exposure analytics, and performance attribution. Portfolios can be replicated via manual entry or file upload. The system produces over 1,500 daily insights spanning 40k+ assets, 250+ indicators, and 20 years of history.

Feature-by-feature breakdown

Attribute	Fey	Reflexivity
Categories Which research workflows each platform targets	Shared: Screeners, Portfolio, News, Alerts, Transcripts, AI, AI Report Unique: Watchlist, Calendar, News Sentiment, Improved Filings, Analyst Forecasts, Analyst Price Targets, AI Earnings Summary, AI Filings Summary, Factor Exposure	Shared: Screeners, Portfolio, News, Alerts, Transcripts, AI, AI Report Unique: Quant, Performance Attribution, Scenario & Stress Tests, Backtesting, Data APIs, AI Chat, APIs & SDKs
Asset types Supported asset classes and universes	Stocks, ETFs	Stocks, ETFs, Bonds, Commodities, Currencies
Experience levels Who each product is built for	Beginner, Intermediate, Advanced	Intermediate, Advanced
Platforms Where you can access the product	Desktop, Web	Web, API
Pricing High-level pricing models	Subscription, Free	Subscription
Key features Core capabilities called out by each vendor	Unique 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. Macro/Economic calendar: AI‑synthesized overview of key releases plus yield‑curve view.	Unique Institutional-grade AI research environment with verified data from S&P Global, Refinitiv Datastream, Nasdaq, and Cboe—all included without the need for separate data contracts. Deep Research agent that can write and execute Python, run backtests, generate Excel models, export code and data, and produce publication-ready reports. Document Intelligence to search and extract from SEC filings, transcripts, presentations, and central bank documents; includes OCR for charts and tables and custom ingestion for proprietary docs. Portfolio Insights delivers real-time alerts, risk/exposure analytics, and performance attribution. Portfolios can be replicated via manual entry or file upload. The system produces over 1,500 daily insights spanning 40k+ assets, 250+ indicators, and 20 years of history. Scenario Analysis allows backtesting and stress testing with 50+ years of historical market data. Users can model custom scenarios and view results in real time. Smart Screening across 40k+ global securities with thematic, fundamental, technical, and ESG filters, plus unique criteria like insider trades, government trades, and management changes.
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 Fey and Reflexivity both support?

Both platforms cover Screeners, Portfolio, News, Alerts, Transcripts, AI, and AI Report workflows, so you can research those use cases in either tool before digging into the feature differences below.

Which tool offers a free plan?

Fey offers a free entry point, while Reflexivity requires a paid subscription. Review the pricing table to see how the paid tiers compare.

How can you access Fey and Reflexivity?

Both Fey and Reflexivity 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?

Fey differentiates itself with 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., whereas Reflexivity stands out for Institutional-grade AI research environment with verified data from S&P Global, Refinitiv Datastream, Nasdaq, and Cboe—all included without the need for separate data contracts., Deep Research agent that can write and execute Python, run backtests, generate Excel models, export code and data, and produce publication-ready reports., and Document Intelligence to search and extract from SEC filings, transcripts, presentations, and central bank documents; includes OCR for charts and tables and custom ingestion for proprietary docs..

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