VOL. XCIV, NO. 247

★ A CURATED DIRECTORY OF FINANCIAL TOOLS AND RESOURCES ★

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Friday, December 26, 2025

Tool Comparison

Fiscal.ai vs Stock Unlock comparison

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

Quick takeaways

Fiscal.ai adds Investor Holdings, ETF Performance, ETF Fundamentals, ETF Valuation, Financials, 13F, Improved Filings, Transcripts, News, Calendar, Splits, Data APIs, APIs & SDKs, Webhooks, AI Chat, AI Business Summary, AI Earnings Summary, and AI Filings Summary coverage that Stock Unlock skips.

Stock Unlock includes Scores 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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Stock Unlock

stockunlock.com

Hands-on review

Global stock and ETF research platform with screeners, valuation tools, customizable charts, and portfolio tracking. The free plan comes with meaningful but tight limits-such as two manual portfolios, one 10-ticker watchlist, and capped screener results-while paid tiers unlock the full feature set. Billing is monthly or yearly, with a 30-day money-back guarantee.

Platforms

Web

Pricing

FreeSubscription

Quick highlights

Coverage of more than 130,000 stocks and ETFs across 65 global exchanges.
Portfolio tracking through manual entry or broker connections (via SnapTrade integration).
Custom watchlists with event notifications and alerts.
Proprietary “Insights Score” summarizing a company’s fundamentals at a glance.
Stock Screener with dozens of filters, plus the ability to compare results by Insights Score.

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Where they differ

Fiscal.ai

Distinct strengths include:

Investor Holdings ETF Performance ETF Fundamentals ETF Valuation Financials 13F Improved Filings Transcripts

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.

Stock Unlock

Distinct strengths include:

Scores

Coverage of more than 130,000 stocks and ETFs across 65 global exchanges.
Portfolio tracking through manual entry or broker connections (via SnapTrade integration).
Custom watchlists with event notifications and alerts.
Proprietary “Insights Score” summarizing a company’s fundamentals at a glance.

Feature-by-feature breakdown

Attribute	Fiscal.ai	Stock Unlock
Categories Which research workflows each platform targets	Shared: Screeners, Stock Comparison, Data Visualizations, Portfolio, Watchlist, ETF Overview, ETF Holdings, Valuation Models, Dividends, Insider Data, Institutional Data, Analyst Forecasts, Analyst Recommendations, Analyst Price Targets, Alerts, AI, AI Report, Blogs, Newsletters, Education Unique: Investor Holdings, ETF Performance, ETF Fundamentals, ETF Valuation, Financials, 13F, Improved Filings, Transcripts, News, Calendar, Splits, Data APIs, APIs & SDKs, Webhooks, AI Chat, AI Business Summary, AI Earnings Summary, AI Filings Summary	Shared: Screeners, Stock Comparison, Data Visualizations, Portfolio, Watchlist, ETF Overview, ETF Holdings, Valuation Models, Dividends, Insider Data, Institutional Data, Analyst Forecasts, Analyst Recommendations, Analyst Price Targets, Alerts, AI, AI Report, Blogs, Newsletters, Education Unique: Scores
Asset types Supported asset classes and universes	Stocks, ETFs, Mutual Funds, Funds	Stocks, ETFs
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, Subscription
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 Coverage of more than 130,000 stocks and ETFs across 65 global exchanges. Portfolio tracking through manual entry or broker connections (via SnapTrade integration). Custom watchlists with event notifications and alerts. Proprietary “Insights Score” summarizing a company’s fundamentals at a glance. Stock Screener with dozens of filters, plus the ability to compare results by Insights Score. Built-in DCF (Discounted Cash Flow) calculator for valuation work.
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 Stock Unlock both support?

Both platforms cover Screeners, Stock Comparison, Data Visualizations, Portfolio, Watchlist, ETF Overview, ETF Holdings, Valuation Models, Dividends, Insider Data, Institutional Data, Analyst Forecasts, Analyst Recommendations, Analyst Price Targets, Alerts, AI, AI Report, Blogs, Newsletters, and Education workflows, so you can research those use cases in either tool before digging into the feature differences below.

Do Fiscal.ai and Stock Unlock require subscriptions?

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

How can you access Fiscal.ai and Stock Unlock?

Both Fiscal.ai and Stock Unlock 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 Stock Unlock stands out for Coverage of more than 130,000 stocks and ETFs across 65 global exchanges., Portfolio tracking through manual entry or broker connections (via SnapTrade integration)., and Custom watchlists with event notifications and alerts..

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