VOL. XCIV, NO. 247

★ FINANCIAL TOOLS & SERVICES DIRECTORY ★

PRICE: 5 CENTS

Sunday, October 5, 2025

View Fiscal.ai View Morningstar Investor Back to Home

Head-to-head

Fiscal.ai vs Morningstar Investor comparison

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

Quick takeaways

Fiscal.ai adds Data Visualizations, Stock Comparison, Calendar, Dividends, Splits, Transcripts, ETF Performance, Analyst Forecasts, Analyst Recommendations, Analyst Price Targets, Insider Data, Institutional Data, 13F, Valuation Models, and Data APIs coverage that Morningstar Investor skips.

Morningstar Investor includes News, Fund Overview, Fund Performance, Fund Holdings, Fund Rating, Scores, and Bulls Say Bear Say categories that Fiscal.ai omits.

Fiscal.ai 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., and AI Copilot and automated summaries to speed up research; monthly prompt allowances scale with subscription level, with custom summaries on higher tiers..

Morningstar Investor is known for: Powerful screeners for stocks, funds, ETFs, and closed-end funds with over 200 searchable data points and curated pre-filtered lists., Portfolio X-Ray tool showing allocations by asset class, sector, and region across combined holdings., and Analyst reports with Fair Value estimates, Moat ratings, and “Bulls Say / Bears Say” perspectives (subscriber feature)..

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.

Platforms

Web

Mobile

API

Pricing

Free

Subscription

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.

Community votes (overall)

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Morningstar Investor

morningstar.com

Hands-on review

Morningstar’s flagship research and portfolio platform for individual investors. Free users get access to screeners and quotes, while subscribers unlock analyst reports, expanded data, and premium ratings. A 7-day trial is available. Canceling a subscription also removes access to saved portfolios, watchlists, and screens.

Platforms

Web

Mobile

Pricing

Free

Subscription

Quick highlights

Powerful screeners for stocks, funds, ETFs, and closed-end funds with over 200 searchable data points and curated pre-filtered lists.
Portfolio X-Ray tool showing allocations by asset class, sector, and region across combined holdings.
Analyst reports with Fair Value estimates, Moat ratings, and “Bulls Say / Bears Say” perspectives (subscriber feature).
Quote pages enriched with Morningstar Star Ratings and detailed analysis for subscribers.
Portfolio and watchlist alerts delivered via email to keep you informed on holdings you track.

Community votes (overall)

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Overlap

Shared focus areas

7 overlaps

Mutual strengths include Screeners, Portfolio, and Watchlist plus 4 more areas.

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.

Morningstar Investor

Distinct strengths include:

Powerful screeners for stocks, funds, ETFs, and closed-end funds with over 200 searchable data points and curated pre-filtered lists.
Portfolio X-Ray tool showing allocations by asset class, sector, and region across combined holdings.
Analyst reports with Fair Value estimates, Moat ratings, and “Bulls Say / Bears Say” perspectives (subscriber feature).
Quote pages enriched with Morningstar Star Ratings and detailed analysis for subscribers.

Feature-by-feature breakdown

Attribute	Fiscal.ai	Morningstar Investor
Categories Which research workflows each platform targets	Shared: Screeners, Portfolio, Watchlist, Alerts, Financials, ETF Overview, ETF Holdings Unique: Data Visualizations, Stock Comparison, Calendar, Dividends, Splits, Transcripts, ETF Performance, Analyst Forecasts, Analyst Recommendations, Analyst Price Targets, Insider Data, Institutional Data, 13F, Valuation Models, Data APIs	Shared: Screeners, Portfolio, Watchlist, Alerts, Financials, ETF Overview, ETF Holdings Unique: News, Fund Overview, Fund Performance, Fund Holdings, Fund Rating, Scores, Bulls Say Bear Say
Asset types Supported asset classes and universes	Stocks, ETFs, Mutual Funds	Stocks, ETFs, Mutual Funds, Closed-End Funds
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, Mobile
Pricing High-level pricing models	Free, Subscription	Free, Subscription
Key features Core capabilities called out by each vendor	Unique 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. Ownership datasets spanning insider transactions, institutional holdings, and 13F filings.	Unique Powerful screeners for stocks, funds, ETFs, and closed-end funds with over 200 searchable data points and curated pre-filtered lists. Portfolio X-Ray tool showing allocations by asset class, sector, and region across combined holdings. Analyst reports with Fair Value estimates, Moat ratings, and “Bulls Say / Bears Say” perspectives (subscriber feature). Quote pages enriched with Morningstar Star Ratings and detailed analysis for subscribers. Portfolio and watchlist alerts delivered via email to keep you informed on holdings you track. Option to download portfolio holdings in CSV format for backup or analysis.
Tested Verified by hands-on testing inside Find My Moat	Yes	Yes
Editor pick Featured inside curated shortlists	Highlighted	Standard listing

Frequently Asked Questions

Which workflows do Fiscal.ai and Morningstar Investor both support?

Both platforms cover Screeners, Portfolio, Watchlist, Alerts, Financials, ETF Overview, and ETF Holdings workflows, so you can research those use cases in either tool before digging into the feature differences below.

Do Fiscal.ai and Morningstar Investor require subscriptions?

Both Fiscal.ai and Morningstar Investor keep freemium access with optional paid upgrades, so you can trial each platform before committing.

How can you access Fiscal.ai and Morningstar Investor?

Both Fiscal.ai and Morningstar Investor support web and mobile access, making it easy to keep tabs on research away from the desk.

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 Morningstar Investor stands out for Powerful screeners for stocks, funds, ETFs, and closed-end funds with over 200 searchable data points and curated pre-filtered lists., Portfolio X-Ray tool showing allocations by asset class, sector, and region across combined holdings., and Analyst reports with Fair Value estimates, Moat ratings, and “Bulls Say / Bears Say” perspectives (subscriber feature)..

Keep exploring

Stay on top of related tools

Browse the categories and profiles that overlap most with this comparison to round out your shortlist.