Fiscal.ai adds Screeners, Stock Comparison, Portfolio, Investor Holdings, ETF Overview, ETF Performance, ETF Holdings, ETF Fundamentals, ETF Valuation, Valuation Models, Dividends, Institutional Data, 13F, Improved Filings, Analyst Forecasts, Analyst Recommendations, News, Splits, Data APIs, APIs & SDKs, Webhooks, AI, AI Chat, AI Earnings Summary, AI Filings Summary, AI Report, Blogs, Newsletters, and Education coverage that Smartfin skips.
VOL. XCIV, NO. 247
★ FINANCIAL TOOLS & SERVICES DIRECTORY ★
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Saturday, November 29, 2025
Tool Comparison
Fiscal.ai vs Smartfin comparison
Compare pricing, supported platforms, categories, and standout capabilities to decide which tool fits your workflow.
Quick takeaways
Smartfin includes Stock Ideas, Scores, and Checklist 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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Smartfin
thesmartfin.com
Beginner‑friendly stock research platform focused on fundamentals: visual financials, sector‑adjusted scoring (value/profit/growth/health), AI company snapshots, curated stock lists, and real‑time alerts for insider trades & analyst price‑target changes. US‑stocks centric; no brokerage sync or advanced risk/quant features.
Categories
Platforms
Web
Pricing
FreeSubscription
Quick highlights
- AI overview cards: plain‑English company summaries with positives/negatives and peer positioning on hover.
- Sector‑adjusted scorecards across value, profit, growth, and financial health with peer rankings.
- Visual Stock Explorer: 30+ years of fundamentals, 200+ metrics, annual/quarterly toggles, downloadable charts.
- Real‑time alerts for insider trades and analyst price‑target changes; customizable watchlists.
- Event hub for tracked tickers (earnings, SEC filings, transcripts) and a lightweight research checklist.
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Where they differ
Fiscal.ai
Distinct strengths include:
ScreenersStock ComparisonPortfolioInvestor HoldingsETF OverviewETF PerformanceETF HoldingsETF Fundamentals
- 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.
Smartfin
Distinct strengths include:
- AI overview cards: plain‑English company summaries with positives/negatives and peer positioning on hover.
- Sector‑adjusted scorecards across value, profit, growth, and financial health with peer rankings.
- Visual Stock Explorer: 30+ years of fundamentals, 200+ metrics, annual/quarterly toggles, downloadable charts.
- Real‑time alerts for insider trades and analyst price‑target changes; customizable watchlists.
Feature-by-feature breakdown
| Attribute | Fiscal.ai | Smartfin |
|---|---|---|
Categories Which research workflows each platform targets | Shared: Data Visualizations, Watchlist, Financials, Insider Data, Transcripts, Analyst Price Targets, Alerts, Calendar, AI Business Summary Unique: Screeners, Stock Comparison, Portfolio, Investor Holdings, ETF Overview, ETF Performance, ETF Holdings, ETF Fundamentals, ETF Valuation, Valuation Models, Dividends, Institutional Data, 13F, Improved Filings, Analyst Forecasts, Analyst Recommendations, News, Splits, Data APIs, APIs & SDKs, Webhooks, AI, AI Chat, AI Earnings Summary, AI Filings Summary, AI Report, Blogs, Newsletters, Education | Shared: Data Visualizations, Watchlist, Financials, Insider Data, Transcripts, Analyst Price Targets, Alerts, Calendar, AI Business Summary Unique: Stock Ideas, Scores, Checklist |
Asset types Supported asset classes and universes | Stocks, ETFs, Mutual Funds, Funds | Stocks |
Experience levels Who each product is built for | Beginner, Intermediate, Advanced | Beginner, Intermediate |
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 Smartfin both support?
Both platforms cover Data Visualizations, Watchlist, Financials, Insider Data, Transcripts, Analyst Price Targets, Alerts, Calendar, and AI Business Summary workflows, so you can research those use cases in either tool before digging into the feature differences below.
Do Fiscal.ai and Smartfin require subscriptions?
Both Fiscal.ai and Smartfin keep freemium access with optional paid upgrades, so you can trial each platform before committing.
How can you access Fiscal.ai and Smartfin?
Both Fiscal.ai and Smartfin 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 Smartfin stands out for AI overview cards: plain‑English company summaries with positives/negatives and peer positioning on hover., Sector‑adjusted scorecards across value, profit, growth, and financial health with peer rankings., and Visual Stock Explorer: 30+ years of fundamentals, 200+ metrics, annual/quarterly toggles, downloadable charts..
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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.