VOL. XCIV, NO. 247
★ FINANCIAL TOOLS & SERVICES DIRECTORY ★
PRICE: 5 CENTS
Saturday, September 27, 2025
Investors comparing Fintool and Interactive Brokers will find that Both Fintool and Interactive Brokers concentrate on Watchlist, Data APIs, and APIs & SDKs workflows, making them natural alternatives for similar investment research jobs. Fintool leans into Transcripts, Financials, and Screeners, which can be decisive for teams that need depth over breadth. Interactive Brokers stands out with Brokerage, Paper Trading, and Advanced Order Types that the competition lacks. Use the feature-by-feature table to inspect unique capabilities and confirm which roadmap best maps to your process.
Head-to-head
Fintool vs Interactive Brokers
Compare pricing, supported platforms, categories, and standout capabilities to decide which tool fits your workflow.
Quick takeaways
- Fintool adds Transcripts, Financials, Screeners, AI Chat, AI Report, and AI Earnings Summary coverage that Interactive Brokers skips.
- Interactive Brokers includes Brokerage, Paper Trading, Advanced Order Types, Smart/Direct Routing, Order Book / Level II, Portfolio, Risk Metrics (VaR/ES/Drawdown), Scenario & Stress Tests, Performance Attribution, and Options & Derivatives categories that Fintool omits.
- Fintool highlights: Natural-language answers backed by SEC filings, earnings calls, and financial data, always with citations., Built-in company screener and watchlists, plus workflow tools and sharable watchlists., and Public REST API (v2) with API key authentication, supporting chat endpoints and optional streaming via Server-Sent Events..
- Interactive Brokers is known for: Single universal account providing access to around 160 markets across 36 countries and 28 currencies., More than 100 order types and algos, including Bracket, OCO, and OCA, with either SMART routing or direct exchange routing., and Market depth (Level II) and full order book views via Trader Workstation (TWS)..
- Interactive Brokers offers mobile access, which Fintool skips.
Fintool
fintool.com
AI-powered research platform combining SEC filings, earnings transcripts, and financial data with natural-language querying. Two tiers: Regular includes unlimited queries, filings and transcripts, advanced screening, real-time market data, and up to 5 user seats. Enterprise adds API access, private-data connectors, and enterprise-grade security. A 14-day free trial is available.
Categories
Platforms
Pricing
Quick highlights
- Natural-language answers backed by SEC filings, earnings calls, and financial data, always with citations.
- Built-in company screener and watchlists, plus workflow tools and sharable watchlists.
- Public REST API (v2) with API key authentication, supporting chat endpoints and optional streaming via Server-Sent Events.
- Plan structure: Regular plan covers unlimited queries, filings, transcripts, advanced screening, real-time data, and 5 seats; Enterprise adds API access, private-data integrations, and enhanced security. A free 14-day trial is included.
- Enterprise-grade private data handling: connectors for SharePoint, OneDrive, and Google Drive; role-based access control, audit logs, SIEM export, and IDP integrations (Okta, Azure AD, Google Workspace). Vendor promises no training on customer data; AES-256 at rest and TLS 1.2+ in transit.
Interactive Brokers
interactivebrokers.co.uk
A global, multi-asset direct-access broker with coverage across 160 markets in 36 countries and 28 currencies. Crypto trading and some services vary by region (IBKR Crypto is powered by Paxos or Zero Hash where supported). Client APIs include the Client Portal Web API and TWS API; retail users authenticate via the local Client Portal Gateway, while OAuth2 applies to approved web integrations.
Categories
Platforms
Pricing
Quick highlights
- Single universal account providing access to around 160 markets across 36 countries and 28 currencies.
- More than 100 order types and algos, including Bracket, OCO, and OCA, with either SMART routing or direct exchange routing.
- Market depth (Level II) and full order book views via Trader Workstation (TWS).
- Advanced options analytics with Greeks, implied volatility curves, and a 3D volatility surface viewer.
- Risk Navigator for real-time portfolio risk, Value-at-Risk, and what-if scenario analysis.
Shared focus areas
Both platforms align on these research themes, so you can stay within one workflow when your use case involves them.
Where they differ
Fintool
Distinct strengths include:
- Natural-language answers backed by SEC filings, earnings calls, and financial data, always with citations.
- Built-in company screener and watchlists, plus workflow tools and sharable watchlists.
- Public REST API (v2) with API key authentication, supporting chat endpoints and optional streaming via Server-Sent Events.
- Plan structure: Regular plan covers unlimited queries, filings, transcripts, advanced screening, real-time data, and 5 seats; Enterprise adds API access, private-data integrations, and enhanced security. A free 14-day trial is included.
Interactive Brokers
Distinct strengths include:
- Single universal account providing access to around 160 markets across 36 countries and 28 currencies.
- More than 100 order types and algos, including Bracket, OCO, and OCA, with either SMART routing or direct exchange routing.
- Market depth (Level II) and full order book views via Trader Workstation (TWS).
- Advanced options analytics with Greeks, implied volatility curves, and a 3D volatility surface viewer.
Feature-by-feature breakdown
| Attribute | Fintool | Interactive Brokers |
|---|---|---|
Categories Which research workflows each platform targets | Shared: Watchlist, Data APIs, APIs & SDKs Unique: Transcripts, Financials, Screeners, AI Chat, AI Report, AI Earnings Summary | Shared: Watchlist, Data APIs, APIs & SDKs Unique: Brokerage, Paper Trading, Advanced Order Types, Smart/Direct Routing, Order Book / Level II, Portfolio, Risk Metrics (VaR/ES/Drawdown), Scenario & Stress Tests, Performance Attribution, Options & Derivatives |
Asset types Supported asset classes and universes | Stocks | Stocks, ETFs, Options, Futures, Bonds, Mutual Funds, Currencies, Commodities, Cryptos |
Experience levels Who each product is built for | Beginner, Intermediate, Advanced | Beginner, Intermediate, Advanced |
Platforms Where you can access the product | Web, API | Web, Mobile, Desktop, API |
Pricing High-level pricing models | Subscription | Other |
Key features Core capabilities called out by each vendor | Unique
| Unique
|
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 Fintool and Interactive Brokers both support?
Both platforms cover Watchlist, Data APIs, and APIs & SDKs workflows, so you can research those use cases in either tool before digging into the feature differences below.
Do Fintool and Interactive Brokers require subscriptions?
Neither platform maintains a free tier. Budget for a subscription to unlock the research coverage highlighted in this comparison.
Which tool has mobile access?
Interactive Brokers ships a dedicated mobile experience, while Fintool focuses on web or desktop access.
What unique strengths set the two platforms apart?
Fintool differentiates itself with Natural-language answers backed by SEC filings, earnings calls, and financial data, always with citations., Built-in company screener and watchlists, plus workflow tools and sharable watchlists., and Public REST API (v2) with API key authentication, supporting chat endpoints and optional streaming via Server-Sent Events., whereas Interactive Brokers stands out for Single universal account providing access to around 160 markets across 36 countries and 28 currencies., More than 100 order types and algos, including Bracket, OCO, and OCA, with either SMART routing or direct exchange routing., and Market depth (Level II) and full order book views via Trader Workstation (TWS)..
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.