VOL. XCIV, NO. 247

★ FINANCIAL TOOLS & SERVICES DIRECTORY ★

PRICE: 5 CENTS

Wednesday, December 3, 2025

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Tool Comparison

Financial Datasets vs Monexa comparison

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

Quick takeaways

Financial Datasets adds Data APIs, Interest Rates, and APIs & SDKs coverage that Monexa skips.

Monexa includes News Sentiment, Calendar, Transcripts, Valuation Models, Analyst Forecasts, Analyst Price Targets, Dividends, Institutional Data, 13D/13G, Screeners, Watchlist, Investor Holdings, US Government Trades, and AI Chat 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

WebAPI

Pricing

FreeSubscriptionOther

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.

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Monexa

monexa.ai

AI‑augmented equity research workstation with company dashboards (financials, estimates, insider trades, dividends, SEC filings, ownership), news with sentiment filters, an equity screener, watchlists, Whale Tracker (institutional portfolios/13F), and Congressional Trading. Pro unlocks AI reports (corporate finance, peer benchmarks, SWOT) and full transcript history/analysis.

Platforms

Web

Pricing

FreeSubscription

Quick highlights

Company dashboards with tabs for Financials, Estimates, Insider Transactions, Dividends, SEC Filings, Ownership, and Transcripts.
AI Financial Analysis: executive overview, bull/base/bear scenario modeling, and financial‑health (cash, leverage, DuPont) refreshed each earnings cycle (Pro).
AI Peer Analysis: benchmark valuation, growth, profitability, and capital returns vs. peers in one AI report (Pro).
AI SWOT Analysis previews and full SWOT in Pro.
Earnings call Transcripts with gated full history and transcript analysis in Pro.

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Where they differ

Financial Datasets

Distinct strengths include:

Data APIs Interest Rates APIs & SDKs

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).

Monexa

Distinct strengths include:

News Sentiment Calendar Transcripts Valuation Models Analyst Forecasts Analyst Price Targets Dividends Institutional Data

Company dashboards with tabs for Financials, Estimates, Insider Transactions, Dividends, SEC Filings, Ownership, and Transcripts.
AI Financial Analysis: executive overview, bull/base/bear scenario modeling, and financial‑health (cash, leverage, DuPont) refreshed each earnings cycle (Pro).
AI Peer Analysis: benchmark valuation, growth, profitability, and capital returns vs. peers in one AI report (Pro).
AI SWOT Analysis previews and full SWOT in Pro.

Feature-by-feature breakdown

Attribute	Financial Datasets	Monexa
Categories Which research workflows each platform targets	Shared: News, Financials, Insider Data, 13F Unique: Data APIs, Interest Rates, APIs & SDKs	Shared: News, Financials, Insider Data, 13F Unique: News Sentiment, Calendar, Transcripts, Valuation Models, Analyst Forecasts, Analyst Price Targets, Dividends, Institutional Data, 13D/13G, Screeners, Watchlist, Investor Holdings, US Government Trades, AI Chat
Asset types Supported asset classes and universes	Stocks, Cryptos	Stocks, ETFs
Experience levels Who each product is built for	Intermediate, Advanced	Beginner, Intermediate, Advanced
Platforms Where you can access the product	Web, API	Web
Pricing High-level pricing models	Free, Subscription, Other	Free, Subscription
Key features Core capabilities called out by each vendor	Unique 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. Flexible pricing: subscriptions (Developer $200/mo; Pro $1,000/mo; Enterprise) plus pay‑as‑you‑go credits with per‑endpoint pricing and some free endpoints (e.g., company facts, earnings press releases, macro rates).	Unique Company dashboards with tabs for Financials, Estimates, Insider Transactions, Dividends, SEC Filings, Ownership, and Transcripts. AI Financial Analysis: executive overview, bull/base/bear scenario modeling, and financial‑health (cash, leverage, DuPont) refreshed each earnings cycle (Pro). AI Peer Analysis: benchmark valuation, growth, profitability, and capital returns vs. peers in one AI report (Pro). AI SWOT Analysis previews and full SWOT in Pro. Earnings call Transcripts with gated full history and transcript analysis in Pro. Analyst Estimates: consensus dashboards with price targets and 5‑year forecast unlock.
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 Financial Datasets and Monexa both support?

Both platforms cover News, Financials, Insider Data, and 13F workflows, so you can research those use cases in either tool before digging into the feature differences below.

Do Financial Datasets and Monexa require subscriptions?

Both Financial Datasets and Monexa keep freemium access with optional paid upgrades, so you can trial each platform before committing.

How can you access Financial Datasets and Monexa?

Both Financial Datasets and Monexa 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 Monexa stands out for Company dashboards with tabs for Financials, Estimates, Insider Transactions, Dividends, SEC Filings, Ownership, and Transcripts., AI Financial Analysis: executive overview, bull/base/bear scenario modeling, and financial‑health (cash, leverage, DuPont) refreshed each earnings cycle (Pro)., and AI Peer Analysis: benchmark valuation, growth, profitability, and capital returns vs. peers in one AI report (Pro)..

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