VOL. XCIV, NO. 247

★ FINANCIAL TOOLS & SERVICES DIRECTORY ★

PRICE: 5 CENTS

Sunday, December 7, 2025

Tool Comparison

Fiscal.ai vs SEDAR+ (CSA Public Filings — Canada) 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, Calendar, Splits, Data APIs, APIs & SDKs, Webhooks, AI, AI Chat, AI Business Summary, AI Earnings Summary, AI Filings Summary, AI Report, Blogs, and Newsletters coverage that SEDAR+ (CSA Public Filings — Canada) skips.

SEDAR+ (CSA Public Filings — Canada) includes Regulatory Filings Monitoring, IPO, and Secondary Offerings 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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SEDAR+ (CSA Public Filings — Canada)

sedarplus.ca

Official Canadian public‑filings system operated by the Canadian Securities Administrators (CSA). Public users can search issuer profiles and disclosure documents (financial statements, MD&A, prospectuses, material change reports, etc.), as well as CSA lists such as Reporting Issuers, Cease Trade Orders, and the Disciplined List. Advanced search supports ‘Document content’ full‑text queries. Search results can be exported to CSV; individual filings download as PDFs. Ticker lookup is not the primary key—use issuer/fund profile name or profile number.

Platforms

Web

Pricing

Free

Quick highlights

Public search across profiles (companies, investment funds, fund groups) and documents; includes lists for Reporting Issuers, Cease Trade Orders, and Disciplined List.
Advanced filters: profile name/number, filing category & type (e.g., Annual/Interim MD&A, financials, prospectuses), submitted date ranges, and ‘Document content’ full‑text search.
One‑click download of selected filings as PDFs; export entire document search result set to CSV for offline analysis.
Issuer/fund profile pages with tabs for filings and profile details.
Help Centre and system status pages maintained by CSA; service generally available 24/7 with periodic maintenance windows.

Community votes (overall)

0% upvotes 0% downvotes

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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.

SEDAR+ (CSA Public Filings — Canada)

Distinct strengths include:

Regulatory Filings Monitoring IPO Secondary Offerings

Public search across profiles (companies, investment funds, fund groups) and documents; includes lists for Reporting Issuers, Cease Trade Orders, and Disciplined List.
Advanced filters: profile name/number, filing category & type (e.g., Annual/Interim MD&A, financials, prospectuses), submitted date ranges, and ‘Document content’ full‑text search.
One‑click download of selected filings as PDFs; export entire document search result set to CSV for offline analysis.
Issuer/fund profile pages with tabs for filings and profile details.

Feature-by-feature breakdown

Attribute	Fiscal.ai	SEDAR+ (CSA Public Filings — Canada)
Categories Which research workflows each platform targets	Shared: News, Alerts, 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, Calendar, Splits, Data APIs, APIs & SDKs, Webhooks, AI, AI Chat, AI Business Summary, AI Earnings Summary, AI Filings Summary, AI Report, Blogs, Newsletters	Shared: News, Alerts, Education Unique: Regulatory Filings Monitoring, IPO, Secondary Offerings
Asset types Supported asset classes and universes	Stocks, ETFs, Mutual Funds, Funds	Stocks, ETFs, Mutual Funds, Closed-End Funds, Bonds, Funds, Real Estate
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 Public search across profiles (companies, investment funds, fund groups) and documents; includes lists for Reporting Issuers, Cease Trade Orders, and Disciplined List. Advanced filters: profile name/number, filing category & type (e.g., Annual/Interim MD&A, financials, prospectuses), submitted date ranges, and ‘Document content’ full‑text search. One‑click download of selected filings as PDFs; export entire document search result set to CSV for offline analysis. Issuer/fund profile pages with tabs for filings and profile details. Help Centre and system status pages maintained by CSA; service generally available 24/7 with periodic maintenance windows.
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 SEDAR+ (CSA Public Filings — Canada) both support?

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

Do Fiscal.ai and SEDAR+ (CSA Public Filings — Canada) require subscriptions?

Both Fiscal.ai and SEDAR+ (CSA Public Filings — Canada) keep freemium access with optional paid upgrades, so you can trial each platform before committing.

How can you access Fiscal.ai and SEDAR+ (CSA Public Filings — Canada)?

Both Fiscal.ai and SEDAR+ (CSA Public Filings — Canada) 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 SEDAR+ (CSA Public Filings — Canada) stands out for Public search across profiles (companies, investment funds, fund groups) and documents; includes lists for Reporting Issuers, Cease Trade Orders, and Disciplined List., Advanced filters: profile name/number, filing category & type (e.g., Annual/Interim MD&A, financials, prospectuses), submitted date ranges, and ‘Document content’ full‑text search., and One‑click download of selected filings as PDFs; export entire document search result set to CSV for offline analysis..

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