VOL. XCIV, NO. 247

★ FINANCIAL TOOLS & SERVICES DIRECTORY ★

PRICE: 5 CENTS

Thursday, December 4, 2025

Tool Comparison

Fiscal.ai vs Investment Masters Class (MastersInvest.com) comparison

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

Quick takeaways

Fiscal.ai adds Screeners, Stock Comparison, Data Visualizations, Portfolio, Watchlist, Investor Holdings, ETF Overview, ETF Performance, ETF Holdings, ETF Fundamentals, ETF Valuation, Financials, Valuation Models, Dividends, Insider Data, Institutional Data, 13F, Improved Filings, Transcripts, Analyst Forecasts, Analyst Recommendations, Analyst Price Targets, News, Alerts, Calendar, Splits, Data APIs, APIs & SDKs, Webhooks, AI, AI Chat, AI Business Summary, AI Earnings Summary, AI Filings Summary, and AI Report coverage that Investment Masters Class (MastersInvest.com) skips.

Investment Masters Class (MastersInvest.com) includes Playbooks & Case Studies categories that Fiscal.ai omits.

In depth comparison

Fiscal.ai

fiscal.ai

Editor’s pick Hands-on review

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.

Platforms

WebAPI

Pricing

FreeSubscription

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.

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Investment Masters Class (MastersInvest.com)

mastersinvest.com

A free educational resource offering tutorials, curated reading, and essays on timeless lessons from great investors. Includes a blog and newsletter sign-up. All content is informational and intended to inspire better investing habits — not financial advice.

Platforms

Web

Pricing

Free

Quick highlights

A library of 100 structured tutorials covering core concepts such as compounding, moats, margin of safety, position sizing, and investment checklists.
Regularly updated blog essays distilling insights from legendary investors, CEOs, and business leaders.
The “Masters Bookshelf,” a curated reading list spanning investing, history, psychology, and business classics.
Investor Letters hub linking directly to primary sources like Buffett, Li Lu, and Lindsell Train.
Profiles of notable investors, summarizing their philosophies, strategies, and biggest lessons.

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Where they differ

Fiscal.ai

Distinct strengths include:

Screeners Stock Comparison Data Visualizations Portfolio Watchlist Investor Holdings ETF Overview ETF Performance

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.

Investment Masters Class (MastersInvest.com)

Distinct strengths include:

Playbooks & Case Studies

A library of 100 structured tutorials covering core concepts such as compounding, moats, margin of safety, position sizing, and investment checklists.
Regularly updated blog essays distilling insights from legendary investors, CEOs, and business leaders.
The “Masters Bookshelf,” a curated reading list spanning investing, history, psychology, and business classics.
Investor Letters hub linking directly to primary sources like Buffett, Li Lu, and Lindsell Train.

Feature-by-feature breakdown

Attribute	Fiscal.ai	Investment Masters Class (MastersInvest.com)
Categories Which research workflows each platform targets	Shared: Blogs, Newsletters, Education Unique: Screeners, Stock Comparison, Data Visualizations, Portfolio, Watchlist, Investor Holdings, ETF Overview, ETF Performance, ETF Holdings, ETF Fundamentals, ETF Valuation, Financials, Valuation Models, Dividends, Insider Data, Institutional Data, 13F, Improved Filings, Transcripts, Analyst Forecasts, Analyst Recommendations, Analyst Price Targets, News, Alerts, Calendar, Splits, Data APIs, APIs & SDKs, Webhooks, AI, AI Chat, AI Business Summary, AI Earnings Summary, AI Filings Summary, AI Report	Shared: Blogs, Newsletters, Education Unique: Playbooks & Case Studies
Asset types Supported asset classes and universes	Stocks, ETFs, Mutual Funds, Funds	Other
Experience levels Who each product is built for	Beginner, Intermediate, Advanced	Beginner, Intermediate, Advanced
Platforms Where you can access the product	Web, API	Web
Pricing High-level pricing models	Free, Subscription	Free
Key features Core capabilities called out by each vendor	Unique 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. Ownership & flow data, including insider transactions, institutional holders, 13F data and curated ‘Super Investors’ views and hedge fund letters.	Unique A library of 100 structured tutorials covering core concepts such as compounding, moats, margin of safety, position sizing, and investment checklists. Regularly updated blog essays distilling insights from legendary investors, CEOs, and business leaders. The “Masters Bookshelf,” a curated reading list spanning investing, history, psychology, and business classics. Investor Letters hub linking directly to primary sources like Buffett, Li Lu, and Lindsell Train. Profiles of notable investors, summarizing their philosophies, strategies, and biggest lessons. Free email subscription (“ENROL”) to receive blog posts, book reviews, and thematic insights.
Tested Verified by hands-on testing inside Find My Moat	Yes	Not yet
Editor pick Featured inside curated shortlists	Highlighted	Standard listing

Frequently Asked Questions

Which workflows do Fiscal.ai and Investment Masters Class (MastersInvest.com) both support?

Both platforms cover Blogs, Newsletters, and Education workflows, so you can research those use cases in either tool before digging into the feature differences below.

Do Fiscal.ai and Investment Masters Class (MastersInvest.com) require subscriptions?

Both Fiscal.ai and Investment Masters Class (MastersInvest.com) keep freemium access with optional paid upgrades, so you can trial each platform before committing.

How can you access Fiscal.ai and Investment Masters Class (MastersInvest.com)?

Both Fiscal.ai and Investment Masters Class (MastersInvest.com) 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?

Fiscal.ai differentiates itself with 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., whereas Investment Masters Class (MastersInvest.com) stands out for A library of 100 structured tutorials covering core concepts such as compounding, moats, margin of safety, position sizing, and investment checklists., Regularly updated blog essays distilling insights from legendary investors, CEOs, and business leaders., and The “Masters Bookshelf,” a curated reading list spanning investing, history, psychology, and business classics..

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Stay on top of related tools

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