VOL. XCIV, NO. 247
★ FINANCIAL TOOLS & SERVICES DIRECTORY ★
PRICE: 5 CENTS
Saturday, September 27, 2025
Investors comparing Fiscal.ai and Stocknear will find that Both Fiscal.ai and Stocknear concentrate on Screeners, Data Visualizations, and Watchlist workflows, making them natural alternatives for similar investment research jobs. Fiscal.ai leans into Stock Comparison, Portfolio, and Dividends, which can be decisive for teams that need depth over breadth. Stocknear stands out with Options & Derivatives, News, and Dark Pool & Off-Exchange 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 Stocknear
Compare pricing, supported platforms, categories, and standout capabilities to decide which tool fits your workflow.
Quick takeaways
- Fiscal.ai adds Stock Comparison, Portfolio, Dividends, Splits, Transcripts, Institutional Data, Valuation Models, and Data APIs coverage that Stocknear skips.
- Stocknear includes Options & Derivatives, News, Dark Pool & Off-Exchange, US Government Trades, Dividend, AI, and AI Chat 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..
- Stocknear is known for: Ticker pages with tabs for Financials, Statistics, Business Metrics, Forecasts, Dark Pool, Options, Insider, Dividends, and History., Real-time options flow feed and unusual activity; options chains available (OPRA-sourced)., and Dark pool & off-exchange trade tape (15‑minute delay)..
- Fiscal.ai ships a mobile app. Stocknear 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.
Stocknear
stocknear.com
EU-built stock research platform focused on U.S. markets. Features real-time options flow (Benzinga), 15‑min delayed dark-pool prints, analyst targets/ratings, hedge-fund 13F explorer, U.S. Congress trades, earnings calendar/news feed, business metrics, watchlists and alerts, plus an AI Agent for conversational research. Market data/fundamentals/ETF analytics are sourced from Financial Modeling Prep; options chains from Intrinio (OPRA). Company is Stocknear GmbH (Siegen, Germany). No public API as of Sept 2025.
Categories
Platforms
Pricing
Quick highlights
- Ticker pages with tabs for Financials, Statistics, Business Metrics, Forecasts, Dark Pool, Options, Insider, Dividends, and History.
- Real-time options flow feed and unusual activity; options chains available (OPRA-sourced).
- Dark pool & off-exchange trade tape (15‑minute delay).
- Hedge Fund tracker (13F) with institution list (downloadable) and holdings analytics.
- U.S. Congress trading dashboard access.
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.
Stocknear
Distinct strengths include:
- Ticker pages with tabs for Financials, Statistics, Business Metrics, Forecasts, Dark Pool, Options, Insider, Dividends, and History.
- Real-time options flow feed and unusual activity; options chains available (OPRA-sourced).
- Dark pool & off-exchange trade tape (15‑minute delay).
- Hedge Fund tracker (13F) with institution list (downloadable) and holdings analytics.
Feature-by-feature breakdown
| Attribute | Fiscal.ai | Stocknear |
|---|---|---|
Categories Which research workflows each platform targets | Shared: Screeners, Data Visualizations, Watchlist, Alerts, Calendar, Financials, ETF Overview, ETF Holdings, ETF Performance, Analyst Forecasts, Analyst Recommendations, Analyst Price Targets, Insider Data, 13F Unique: Stock Comparison, Portfolio, Dividends, Splits, Transcripts, Institutional Data, Valuation Models, Data APIs | Shared: Screeners, Data Visualizations, Watchlist, Alerts, Calendar, Financials, ETF Overview, ETF Holdings, ETF Performance, Analyst Forecasts, Analyst Recommendations, Analyst Price Targets, Insider Data, 13F Unique: Options & Derivatives, News, Dark Pool & Off-Exchange, US Government Trades, Dividend, AI, AI Chat |
Asset types Supported asset classes and universes | Stocks, ETFs, Mutual Funds | Stocks, ETFs, Options |
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 | Not yet |
Editor pick Featured inside curated shortlists | Highlighted | Standard listing |
Frequently Asked Questions
Which workflows do Fiscal.ai and Stocknear both support?
Both platforms cover Screeners, Data Visualizations, Watchlist, Alerts, Calendar, Financials, ETF Overview, ETF Holdings, ETF Performance, Analyst Forecasts, Analyst Recommendations, Analyst Price Targets, Insider Data, and 13F workflows, so you can research those use cases in either tool before digging into the feature differences below.
Do Fiscal.ai and Stocknear require subscriptions?
Both Fiscal.ai and Stocknear 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 Stocknear 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 Stocknear stands out for Ticker pages with tabs for Financials, Statistics, Business Metrics, Forecasts, Dark Pool, Options, Insider, Dividends, and History., Real-time options flow feed and unusual activity; options chains available (OPRA-sourced)., and Dark pool & off-exchange trade tape (15‑minute delay)..
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.