VOL. XCIV, NO. 247
★ FINANCIAL TOOLS & SERVICES DIRECTORY ★
PRICE: 5 CENTS
Saturday, September 27, 2025
Investors comparing Fiscal.ai and Stock Unlock will find that Both Fiscal.ai and Stock Unlock concentrate on Screeners, Data Visualizations, and Stock Comparison workflows, making them natural alternatives for similar investment research jobs. Fiscal.ai leans into Calendar, Splits, and Financials, which can be decisive for teams that need depth over breadth. Stock Unlock stands out with Scores, AI, and AI Report that the competition lacks. Use the feature-by-feature table to inspect unique capabilities and confirm which roadmap best maps to your process.
Head-to-head
Fiscal.ai vs Stock Unlock
Compare pricing, supported platforms, categories, and standout capabilities to decide which tool fits your workflow.
Quick takeaways
- Fiscal.ai adds Calendar, Splits, Financials, Transcripts, ETF Performance, 13F, and Data APIs coverage that Stock Unlock skips.
- Stock Unlock includes Scores, AI, AI Report, Education, Blogs, and Newsletters 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..
- Stock Unlock is known 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..
- Fiscal.ai ships a mobile app. Stock Unlock is web/desktop only.
Fiscal.ai
fiscal.ai
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.
Categories
Platforms
Pricing
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.
Stock Unlock
stockunlock.com
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.
Categories
Platforms
Pricing
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.
Shared focus areas
Both platforms align on these research themes, so you can stay within one workflow when your use case involves them.
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.
Stock Unlock
Distinct strengths include:
- 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, Data Visualizations, Stock Comparison, Portfolio, Watchlist, Alerts, Dividends, ETF Overview, ETF Holdings, Analyst Forecasts, Analyst Recommendations, Analyst Price Targets, Insider Data, Institutional Data, Valuation Models Unique: Calendar, Splits, Financials, Transcripts, ETF Performance, 13F, Data APIs | Shared: Screeners, Data Visualizations, Stock Comparison, Portfolio, Watchlist, Alerts, Dividends, ETF Overview, ETF Holdings, Analyst Forecasts, Analyst Recommendations, Analyst Price Targets, Insider Data, Institutional Data, Valuation Models Unique: Scores, AI, AI Report, Education, Blogs, Newsletters |
Asset types Supported asset classes and universes | Stocks, ETFs, Mutual 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, Mobile, 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 | 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, Data Visualizations, Stock Comparison, Portfolio, Watchlist, Alerts, Dividends, ETF Overview, ETF Holdings, Analyst Forecasts, Analyst Recommendations, Analyst Price Targets, Insider Data, Institutional Data, and Valuation Models 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.
Which tool has mobile access?
Fiscal.ai ships a dedicated mobile experience, while Stock Unlock 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 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..
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.