VOL. XCIV, NO. 247

★ FINANCIAL TOOLS & SERVICES DIRECTORY ★

PRICE: 5 CENTS

Monday, October 6, 2025

Head-to-head

Fiscal.ai vs Simply Safe Dividends comparison

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

Quick takeaways

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

Simply Safe Dividends includes Scores, Education, Newsletters, and Other 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..

Simply Safe Dividends is known for: Dividend Safety Scores™ (0–100) with labeled buckets (Very Unsafe → Very Safe) and a maintained, real‑time track record of dividend cuts avoided., Portfolio tracker with broker syncing or manual/CSV import; near real‑time price updates; export of portfolio/table data., and Stock & closed‑end fund screeners with dozens of filters; idea lists and model portfolios..

Fiscal.ai has a free tier, while Simply Safe Dividends requires a paid plan.

Fiscal.ai ships a mobile app. Simply Safe Dividends 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.

Community votes (overall)

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Simply Safe Dividends logo

Simply Safe Dividends

simplysafedividends.com

Dividend‑focused research and portfolio tracker built around 0–100 Dividend Safety Scores with a public track record (97% of cuts avoided). One annual plan ($39/mo billed annually), 14‑day free trial (no card), and 60‑day money‑back guarantee. Features include stock & CEF screeners, valuation & 10‑year financial charts with analyst estimates, income calendar/forecast, alerts for dividend changes and score updates, S&P credit ratings, model portfolios & newsletter, plus portfolio sync or manual entry; portfolios can include US stocks/funds and even bonds & CDs.

Platforms

Web

Pricing

Subscription

Quick highlights

  • Dividend Safety Scores™ (0–100) with labeled buckets (Very Unsafe → Very Safe) and a maintained, real‑time track record of dividend cuts avoided.
  • Portfolio tracker with broker syncing or manual/CSV import; near real‑time price updates; export of portfolio/table data.
  • Stock & closed‑end fund screeners with dozens of filters; idea lists and model portfolios.
  • Income calendar and forecast; email alerts for dividend changes and special dividends; monthly recap emails.
  • Valuation indicators (yield vs history, P/E vs history) and 10‑year financial charts with analyst projections; S&P credit ratings shown.

Community votes (overall)

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Overlap

Shared focus areas

7 overlaps

Mutual strengths include Screeners, Data Visualizations, and Portfolio 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.

Simply Safe Dividends

Distinct strengths include:

  • Dividend Safety Scores™ (0–100) with labeled buckets (Very Unsafe → Very Safe) and a maintained, real‑time track record of dividend cuts avoided.
  • Portfolio tracker with broker syncing or manual/CSV import; near real‑time price updates; export of portfolio/table data.
  • Stock & closed‑end fund screeners with dozens of filters; idea lists and model portfolios.
  • Income calendar and forecast; email alerts for dividend changes and special dividends; monthly recap emails.

Feature-by-feature breakdown

AttributeFiscal.aiSimply Safe Dividends
Categories

Which research workflows each platform targets

Shared: Screeners, Data Visualizations, Portfolio, Watchlist, Alerts, Dividends, Financials

Unique: Stock Comparison, Calendar, Splits, Transcripts, ETF Overview, ETF Holdings, ETF Performance, Analyst Forecasts, Analyst Recommendations, Analyst Price Targets, Insider Data, Institutional Data, 13F, Valuation Models, Data APIs

Shared: Screeners, Data Visualizations, Portfolio, Watchlist, Alerts, Dividends, Financials

Unique: Scores, Education, Newsletters, Other

Asset types

Supported asset classes and universes

Stocks, ETFs, Mutual Funds

Stocks, Closed-End Funds, ETFs, Bonds

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

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

  • Dividend Safety Scores™ (0–100) with labeled buckets (Very Unsafe → Very Safe) and a maintained, real‑time track record of dividend cuts avoided.
  • Portfolio tracker with broker syncing or manual/CSV import; near real‑time price updates; export of portfolio/table data.
  • Stock & closed‑end fund screeners with dozens of filters; idea lists and model portfolios.
  • Income calendar and forecast; email alerts for dividend changes and special dividends; monthly recap emails.
  • Valuation indicators (yield vs history, P/E vs history) and 10‑year financial charts with analyst projections; S&P credit ratings shown.
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 Simply Safe Dividends both support?

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

Which tool offers a free plan?

Fiscal.ai offers a free entry point, while Simply Safe Dividends requires a paid subscription. Review the pricing table to see how the paid tiers compare.

Which tool has mobile access?

Fiscal.ai ships a dedicated mobile experience, while Simply Safe Dividends 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 Simply Safe Dividends stands out for Dividend Safety Scores™ (0–100) with labeled buckets (Very Unsafe → Very Safe) and a maintained, real‑time track record of dividend cuts avoided., Portfolio tracker with broker syncing or manual/CSV import; near real‑time price updates; export of portfolio/table data., and Stock & closed‑end fund screeners with dozens of filters; idea lists and model portfolios..

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.