Fiscal.ai adds Stock Comparison, Data Visualizations, Portfolio, ETF Overview, ETF Performance, ETF Holdings, ETF Fundamentals, ETF Valuation, Improved Filings, Analyst Recommendations, Alerts, Splits, Data APIs, APIs & SDKs, Webhooks, AI, AI Business Summary, AI Earnings Summary, AI Filings Summary, AI Report, Blogs, Newsletters, and Education coverage that Monexa skips.
VOL. XCIV, NO. 247
★ A CURATED DIRECTORY OF FINANCIAL TOOLS ★
PRICE: 5 CENTS
Wednesday, December 10, 2025
Tool Comparison
Fiscal.ai vs Monexa comparison
Compare pricing, supported platforms, categories, and standout capabilities to decide which tool fits your workflow.
Quick takeaways
Monexa includes News Sentiment, 13D/13G, and US Government Trades 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.
Categories
ScreenersStock ComparisonData VisualizationsPortfolioWatchlistInvestor HoldingsETF OverviewETF PerformanceETF HoldingsETF FundamentalsETF ValuationFinancialsValuation ModelsDividendsInsider DataInstitutional Data13FImproved FilingsTranscriptsAnalyst ForecastsAnalyst RecommendationsAnalyst Price TargetsNewsAlertsCalendarSplitsData APIsAPIs & SDKsWebhooksAIAI ChatAI Business SummaryAI Earnings SummaryAI Filings SummaryAI ReportBlogsNewslettersEducation
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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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.
Categories
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
Fiscal.ai
Distinct strengths include:
Stock ComparisonData VisualizationsPortfolioETF OverviewETF PerformanceETF HoldingsETF FundamentalsETF Valuation
- 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.
Monexa
Distinct strengths include:
- 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 | Fiscal.ai | Monexa |
|---|---|---|
Categories Which research workflows each platform targets | Shared: Screeners, Watchlist, Investor Holdings, Financials, Valuation Models, Dividends, Insider Data, Institutional Data, 13F, Transcripts, Analyst Forecasts, Analyst Price Targets, News, Calendar, AI Chat Unique: Stock Comparison, Data Visualizations, Portfolio, ETF Overview, ETF Performance, ETF Holdings, ETF Fundamentals, ETF Valuation, Improved Filings, Analyst Recommendations, Alerts, Splits, Data APIs, APIs & SDKs, Webhooks, AI, AI Business Summary, AI Earnings Summary, AI Filings Summary, AI Report, Blogs, Newsletters, Education | Shared: Screeners, Watchlist, Investor Holdings, Financials, Valuation Models, Dividends, Insider Data, Institutional Data, 13F, Transcripts, Analyst Forecasts, Analyst Price Targets, News, Calendar, AI Chat Unique: News Sentiment, 13D/13G, US Government Trades |
Asset types Supported asset classes and universes | Stocks, ETFs, Mutual Funds, 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, API | Web |
Pricing High-level pricing models | Free, Subscription | Free, Subscription |
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 Monexa both support?
Both platforms cover Screeners, Watchlist, Investor Holdings, Financials, Valuation Models, Dividends, Insider Data, Institutional Data, 13F, Transcripts, Analyst Forecasts, Analyst Price Targets, News, Calendar, and AI Chat workflows, so you can research those use cases in either tool before digging into the feature differences below.
Do Fiscal.ai and Monexa require subscriptions?
Both Fiscal.ai and Monexa keep freemium access with optional paid upgrades, so you can trial each platform before committing.
How can you access Fiscal.ai and Monexa?
Both Fiscal.ai 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?
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 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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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.