VOL. XCIV, NO. 247

★ FINANCIAL TOOLS & SERVICES DIRECTORY ★

PRICE: 5 CENTS

Sunday, October 5, 2025

Head-to-head

Fiscal.ai vs SEC EDGAR — Company Filings (Full‑Text Search & Search Filings) comparison

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

Quick takeaways

Fiscal.ai adds Screeners, Data Visualizations, Stock Comparison, Portfolio, Watchlist, Calendar, Dividends, Splits, Financials, Transcripts, ETF Overview, ETF Holdings, ETF Performance, Analyst Forecasts, Analyst Recommendations, Analyst Price Targets, Institutional Data, and Valuation Models coverage that SEC EDGAR — Company Filings (Full‑Text Search & Search Filings) skips.

SEC EDGAR — Company Filings (Full‑Text Search & Search Filings) includes Regulatory Filings Monitoring, IPO, Secondary Offerings, 13D/13G, News, APIs & SDKs, and Education 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..

SEC EDGAR — Company Filings (Full‑Text Search & Search Filings) is known for: Full‑Text Search (since 2001) with fielded filters: word/phrase, company/ticker/CIK/person, filing category/types, filed date ranges, ‘principal executive offices in’ and ‘incorporated in’., ‘Latest Filings’ list shows filings as they are submitted (with RSS for any filter; ownership Forms 3/4/5 can be included/excluded/only)., and Company Search with ‘more search options’, plus dedicated searches for Mutual Funds (prospectuses/proxy voting) and Variable Insurance Products..

Fiscal.ai ships a mobile app. SEC EDGAR — Company Filings (Full‑Text Search & Search Filings) is web/desktop only.

Fiscal.ai logo

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.

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SEC EDGAR — Company Filings (Full‑Text Search & Search Filings) logo

SEC EDGAR — Company Filings (Full‑Text Search & Search Filings)

sec.gov

Primary U.S. source for public company, fund, and insider filings. The Full‑Text Search covers filings since 2001 (including exhibits), while the ‘Latest Filings’ view shows near‑real‑time submissions as they are processed. Search tools include Company search, Mutual Fund & Variable Insurance product search, CIK lookup, and RSS subscriptions. Developers can consume JSON via data.sec.gov (Submissions, XBRL Company Facts/Concepts/Frames). Programmatic access must include a descriptive User‑Agent and respect the SEC fair‑access limit (currently 10 requests/sec).

Platforms

Web
API

Pricing

Free

Quick highlights

  • Full‑Text Search (since 2001) with fielded filters: word/phrase, company/ticker/CIK/person, filing category/types, filed date ranges, ‘principal executive offices in’ and ‘incorporated in’.
  • ‘Latest Filings’ list shows filings as they are submitted (with RSS for any filter; ownership Forms 3/4/5 can be included/excluded/only).
  • Company Search with ‘more search options’, plus dedicated searches for Mutual Funds (prospectuses/proxy voting) and Variable Insurance Products.
  • CIK Lookup & helper datasets (company_tickers*.json) to map tickers↔CIK (company/fund/series/class).
  • Developer APIs on data.sec.gov: submissions by CIK; XBRL endpoints (companyfacts, companyconcept, frames); bulk nightly ZIPs (submissions.zip, companyfacts.zip).

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Overlap

Shared focus areas

4 overlaps

Mutual strengths include Alerts, Insider Data, and 13F plus 1 more area.

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.

SEC EDGAR — Company Filings (Full‑Text Search & Search Filings)

Distinct strengths include:

  • Full‑Text Search (since 2001) with fielded filters: word/phrase, company/ticker/CIK/person, filing category/types, filed date ranges, ‘principal executive offices in’ and ‘incorporated in’.
  • ‘Latest Filings’ list shows filings as they are submitted (with RSS for any filter; ownership Forms 3/4/5 can be included/excluded/only).
  • Company Search with ‘more search options’, plus dedicated searches for Mutual Funds (prospectuses/proxy voting) and Variable Insurance Products.
  • CIK Lookup & helper datasets (company_tickers*.json) to map tickers↔CIK (company/fund/series/class).

Feature-by-feature breakdown

AttributeFiscal.aiSEC EDGAR — Company Filings (Full‑Text Search & Search Filings)
Categories

Which research workflows each platform targets

Shared: Alerts, Insider Data, 13F, Data APIs

Unique: Screeners, Data Visualizations, Stock Comparison, Portfolio, Watchlist, Calendar, Dividends, Splits, Financials, Transcripts, ETF Overview, ETF Holdings, ETF Performance, Analyst Forecasts, Analyst Recommendations, Analyst Price Targets, Institutional Data, Valuation Models

Shared: Alerts, Insider Data, 13F, Data APIs

Unique: Regulatory Filings Monitoring, IPO, Secondary Offerings, 13D/13G, News, APIs & SDKs, Education

Asset types

Supported asset classes and universes

Stocks, ETFs, Mutual Funds

Stocks, ETFs, Mutual Funds, Closed-End Funds, Bonds, Hedge Funds, Private Funds, Real Estate, 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, API

Pricing

High-level pricing models

Free, Subscription

Free

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

  • Full‑Text Search (since 2001) with fielded filters: word/phrase, company/ticker/CIK/person, filing category/types, filed date ranges, ‘principal executive offices in’ and ‘incorporated in’.
  • ‘Latest Filings’ list shows filings as they are submitted (with RSS for any filter; ownership Forms 3/4/5 can be included/excluded/only).
  • Company Search with ‘more search options’, plus dedicated searches for Mutual Funds (prospectuses/proxy voting) and Variable Insurance Products.
  • CIK Lookup & helper datasets (company_tickers*.json) to map tickers↔CIK (company/fund/series/class).
  • Developer APIs on data.sec.gov: submissions by CIK; XBRL endpoints (companyfacts, companyconcept, frames); bulk nightly ZIPs (submissions.zip, companyfacts.zip).
  • EDGAR indexes (daily/full/quarterly) and browsable /Archives paths (raw .txt, SGML headers, HTML index pages; VPRR for scanned paper PDFs).
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 SEC EDGAR — Company Filings (Full‑Text Search & Search Filings) both support?

Both platforms cover Alerts, Insider Data, 13F, and Data APIs workflows, so you can research those use cases in either tool before digging into the feature differences below.

Do Fiscal.ai and SEC EDGAR — Company Filings (Full‑Text Search & Search Filings) require subscriptions?

Both Fiscal.ai and SEC EDGAR — Company Filings (Full‑Text Search & Search Filings) 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 SEC EDGAR — Company Filings (Full‑Text Search & Search Filings) 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 SEC EDGAR — Company Filings (Full‑Text Search & Search Filings) stands out for Full‑Text Search (since 2001) with fielded filters: word/phrase, company/ticker/CIK/person, filing category/types, filed date ranges, ‘principal executive offices in’ and ‘incorporated in’., ‘Latest Filings’ list shows filings as they are submitted (with RSS for any filter; ownership Forms 3/4/5 can be included/excluded/only)., and Company Search with ‘more search options’, plus dedicated searches for Mutual Funds (prospectuses/proxy voting) and Variable Insurance Products..

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.