Fiscal.ai adds Screeners, Data Visualizations, Stock Comparison, Portfolio, Watchlist, Alerts, Calendar, Dividends, Splits, Financials, Transcripts, ETF Overview, ETF Holdings, ETF Performance, Analyst Forecasts, Analyst Recommendations, Analyst Price Targets, Insider Data, Institutional Data, Valuation Models, and Data APIs coverage that Letters and Reviews skips.
VOL. XCIV, NO. 247
★ FINANCIAL TOOLS & SERVICES DIRECTORY ★
PRICE: 5 CENTS
Friday, October 31, 2025
Tool Comparison
Fiscal.ai vs Letters and Reviews comparison
Compare pricing, supported platforms, categories, and standout capabilities to decide which tool fits your workflow.
Quick takeaways
Letters and Reviews includes Stock Ideas, and Blogs categories that Fiscal.ai omits.
Fiscal.ai ships a mobile app. Letters and Reviews is web/desktop only.
In depth comparison
Fiscal.ai
fiscal.ai
Editor’s pick Hands-on review
A global equities and funds data platform enhanced with AI-driven summaries and Copilot tools. Features range from screeners and dashboards to analyst estimates, ownership datasets, and filings. Plans are gated by data history, AI prompt limits, event counts, and export access. Enterprise unlocks click-through auditability into source filings and U.S. as-reported views, with exports rolling out internationally. The API provides fundamentals, KPIs, and delayed pricing. SOC 2 Type II certified with a public status page.
Categories
Platforms
WebMobileAPI
Pricing
FreeSubscription
Quick highlights
- Global market coverage for more than 100,000 stocks, ETFs, and funds.
- Detailed company fundamentals including segments and KPIs for over 2,000 firms, with historical depth expanding by plan tier.
- AI Copilot and automated summaries to speed up research; monthly prompt allowances scale with subscription level, with custom summaries on higher tiers.
- Analyst data including forward estimates, revisions, price targets, and ratings.
- Investor-relations coverage with earnings call audio, transcripts, slide decks, filings, and corporate events, with higher tiers removing event caps.
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Letters and Reviews
lettersandreviews.blogspot.com
Free, personal curation site that aggregates **fund manager letters**, tickers mentioned in those letters, and **quarterly 13F** filer lists the author follows. Each quarter page links to original letters and maps tickers to quick‑reference pages; some 13F pages embed holdings tables and activity (new/increased/decreased/sold) for many managers. Also includes a small **Podcasts** list. No accounts, alerts, exports, or API—think link‑hub for primary sources rather than a data platform.
Categories
Platforms
Web
Pricing
Free
Quick highlights
- Quarterly **Fund Manager Letters** pages with the fund name, date, and a ‘Stocks Mentioned’ column (tickers link out for quick lookup).
- Quarterly **13‑F pages** the author reads, with many entries including holdings tables and position‑change flags (e.g., NEW / Sold Out / % of portfolio).
- Lightweight **About** page clarifies the goal: stock‑idea discovery from letters; author shares links and invites tips via @_iinvested.
- A small **Podcasts** page curating investing/finance episodes the author plans to re‑listen to.
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Where they differ
Fiscal.ai
Distinct strengths include:
- Global market coverage for more than 100,000 stocks, ETFs, and funds.
- Detailed company fundamentals including segments and KPIs for over 2,000 firms, with historical depth expanding by plan tier.
- AI Copilot and automated summaries to speed up research; monthly prompt allowances scale with subscription level, with custom summaries on higher tiers.
- Analyst data including forward estimates, revisions, price targets, and ratings.
Letters and Reviews
Distinct strengths include:
- Quarterly **Fund Manager Letters** pages with the fund name, date, and a ‘Stocks Mentioned’ column (tickers link out for quick lookup).
- Quarterly **13‑F pages** the author reads, with many entries including holdings tables and position‑change flags (e.g., NEW / Sold Out / % of portfolio).
- Lightweight **About** page clarifies the goal: stock‑idea discovery from letters; author shares links and invites tips via @_iinvested.
- A small **Podcasts** page curating investing/finance episodes the author plans to re‑listen to.
Feature-by-feature breakdown
| Attribute | Fiscal.ai | Letters and Reviews |
|---|---|---|
Categories Which research workflows each platform targets | Shared: 13F Unique: Screeners, Data Visualizations, Stock Comparison, Portfolio, Watchlist, Alerts, Calendar, Dividends, Splits, Financials, Transcripts, ETF Overview, ETF Holdings, ETF Performance, Analyst Forecasts, Analyst Recommendations, Analyst Price Targets, Insider Data, Institutional Data, Valuation Models, Data APIs | Shared: 13F Unique: Stock Ideas, Blogs |
Asset types Supported asset classes and universes | Stocks, ETFs, Mutual Funds | Stocks, ETFs |
Experience levels Who each product is built for | Beginner, Intermediate, Advanced | Beginner, Intermediate, Advanced |
Platforms Where you can access the product | Web, Mobile, API | Web |
Pricing High-level pricing models | Free, Subscription | Free |
Key features Core capabilities called out by each vendor | Unique
| Unique
|
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 Letters and Reviews both support?
Both platforms cover 13F workflows, so you can research those use cases in either tool before digging into the feature differences below.
Do Fiscal.ai and Letters and Reviews require subscriptions?
Both Fiscal.ai and Letters and Reviews keep freemium access with optional paid upgrades, so you can trial each platform before committing.
Which tool has mobile access?
Fiscal.ai ships a dedicated mobile experience, while Letters and Reviews focuses on web or desktop access.
What unique strengths set the two platforms apart?
Fiscal.ai differentiates itself with Global market coverage for more than 100,000 stocks, ETFs, and funds., Detailed company fundamentals including segments and KPIs for over 2,000 firms, with historical depth expanding by plan tier., and AI Copilot and automated summaries to speed up research; monthly prompt allowances scale with subscription level, with custom summaries on higher tiers., whereas Letters and Reviews stands out for Quarterly **Fund Manager Letters** pages with the fund name, date, and a ‘Stocks Mentioned’ column (tickers link out for quick lookup)., Quarterly **13‑F pages** the author reads, with many entries including holdings tables and position‑change flags (e.g., NEW / Sold Out / % of portfolio)., and Lightweight **About** page clarifies the goal: stock‑idea discovery from letters; author shares links and invites tips via @_iinvested..
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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.