Financial Datasets adds Interest Rates coverage that Fiscal.ai skips.
VOL. XCIV, NO. 247
★ FINANCIAL TOOLS & SERVICES DIRECTORY ★
PRICE: 5 CENTS
Thursday, December 4, 2025
Tool Comparison
Financial Datasets vs Fiscal.ai comparison
Compare pricing, supported platforms, categories, and standout capabilities to decide which tool fits your workflow.
Quick takeaways
Fiscal.ai includes Screeners, Stock Comparison, Data Visualizations, Portfolio, Watchlist, Investor Holdings, ETF Overview, ETF Performance, ETF Holdings, ETF Fundamentals, ETF Valuation, Valuation Models, Dividends, Institutional Data, Improved Filings, Transcripts, Analyst Forecasts, Analyst Recommendations, Analyst Price Targets, Alerts, Calendar, Splits, Webhooks, AI, AI Chat, AI Business Summary, AI Earnings Summary, AI Filings Summary, AI Report, Blogs, Newsletters, and Education categories that Financial Datasets omits.
In depth comparison
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)
Fiscal.ai
fiscal.ai
All‑in‑one AI‑powered fundamental research terminal and institutional‑grade data API for global equities, ETFs & funds. Combines deep financials, segments & KPIs, ownership/13F data, IR content, analyst estimates, screeners, dashboards and an AI Copilot into a single workflow. Enterprise and API tiers target professional investors and fintechs with long history, auditability back to filings, and SOC2 Type II security.
Categories
Platforms
Pricing
Quick highlights
- Modern web-based research terminal with dashboards, customizable watchlists, portfolio stats, and fundamental charting for 100,000+ global stocks, ETFs, and funds.
- Deep fundamental coverage: 10–20+ years of annual and 6–40+ quarters of quarterly financials by plan, with ratios, common-size statements, and adjusted metrics.
- Rich segment & KPI database across ~2,300 large-cap names, including company-specific business KPIs that are hard to aggregate manually.
- AI Copilot for conversational research, capable of summarizing earnings, screening for ideas, comparing peers, and explaining drivers with citations back to sources.
- Integrated analyst estimates, revisions, ratings, and price targets, linked to standardized and adjusted metrics for easier model building.
Community votes (overall)
Where they differ
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).
Fiscal.ai
Distinct strengths include:
- Modern web-based research terminal with dashboards, customizable watchlists, portfolio stats, and fundamental charting for 100,000+ global stocks, ETFs, and funds.
- Deep fundamental coverage: 10–20+ years of annual and 6–40+ quarters of quarterly financials by plan, with ratios, common-size statements, and adjusted metrics.
- Rich segment & KPI database across ~2,300 large-cap names, including company-specific business KPIs that are hard to aggregate manually.
- AI Copilot for conversational research, capable of summarizing earnings, screening for ideas, comparing peers, and explaining drivers with citations back to sources.
Feature-by-feature breakdown
| Attribute | Financial Datasets | Fiscal.ai |
|---|---|---|
Categories Which research workflows each platform targets | Shared: Data APIs, News, Financials, Insider Data, 13F, APIs & SDKs Unique: Interest Rates | Shared: Data APIs, News, Financials, Insider Data, 13F, APIs & SDKs Unique: Screeners, Stock Comparison, Data Visualizations, Portfolio, Watchlist, Investor Holdings, ETF Overview, ETF Performance, ETF Holdings, ETF Fundamentals, ETF Valuation, Valuation Models, Dividends, Institutional Data, Improved Filings, Transcripts, Analyst Forecasts, Analyst Recommendations, Analyst Price Targets, Alerts, Calendar, Splits, Webhooks, AI, AI Chat, AI Business Summary, AI Earnings Summary, AI Filings Summary, AI Report, Blogs, Newsletters, Education |
Asset types Supported asset classes and universes | Stocks, Cryptos | Stocks, ETFs, Mutual Funds, Funds |
Experience levels Who each product is built for | Intermediate, Advanced | Beginner, Intermediate, Advanced |
Platforms Where you can access the product | Web, API | Web, API |
Pricing High-level pricing models | Free, Subscription, Other | Free, Subscription |
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 Financial Datasets and Fiscal.ai both support?
Both platforms cover Data APIs, News, Financials, Insider Data, 13F, and APIs & SDKs workflows, so you can research those use cases in either tool before digging into the feature differences below.
Do Financial Datasets and Fiscal.ai require subscriptions?
Both Financial Datasets and Fiscal.ai keep freemium access with optional paid upgrades, so you can trial each platform before committing.
How can you access Financial Datasets and Fiscal.ai?
Both Financial Datasets and Fiscal.ai 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?
Financial Datasets differentiates itself with 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., whereas Fiscal.ai stands out for Modern web-based research terminal with dashboards, customizable watchlists, portfolio stats, and fundamental charting for 100,000+ global stocks, ETFs, and funds., Deep fundamental coverage: 10–20+ years of annual and 6–40+ quarters of quarterly financials by plan, with ratios, common-size statements, and adjusted metrics., and Rich segment & KPI database across ~2,300 large-cap names, including company-specific business KPIs that are hard to aggregate manually..
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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.