VOL. XCIV, NO. 247

★ FINANCIAL TOOLS & SERVICES DIRECTORY ★

PRICE: 5 CENTS

Sunday, October 5, 2025

View Fiscal.aiView The Zen of InvestingBack to Home

Head-to-head

Fiscal.ai vs The Zen of Investing comparison

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

Quick takeaways

Fiscal.ai adds Screeners, Data Visualizations, Stock Comparison, Portfolio, Watchlist, Alerts, Dividends, Splits, Financials, 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 The Zen of Investing skips.

The Zen of Investing includes Spin-offs, and Blogs 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..

The Zen of Investing is known for: Covers U.S. spinoffs and select international cases, with a clear focus on special situations., “Upcoming Spinoffs” list tracks definitively announced events, often with links to presentations and filings., and “Recent Spinoffs” page compiles completed transactions, including prospectuses and investor decks..

Fiscal.ai ships a mobile app. The Zen of Investing 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.

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The Zen of Investing logo

The Zen of Investing

thezenofinvesting.com

A free, niche site dedicated to spinoffs and special situations. It maintains curated lists of upcoming and recent spinoffs, often linking directly to investor decks, prospectuses, and filings. The site also offers RSS feeds for SEC prospectus and tender-offer filings, making it a useful resource for event-driven investors. No subscriptions, paywalls, or API access are offered.

Platforms

Web

Pricing

Free

Quick highlights

  • Covers U.S. spinoffs and select international cases, with a clear focus on special situations.
  • “Upcoming Spinoffs” list tracks definitively announced events, often with links to presentations and filings.
  • “Recent Spinoffs” page compiles completed transactions, including prospectuses and investor decks.
  • Archives investor-relations PDFs from major spinoff companies, such as DuPont or GE Vernova.
  • Publishes RSS feeds that surface SEC prospectus and tender-offer filings for easy monitoring.

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Overlap

Shared focus areas

1 overlap

Both tools cover this research theme.

Where they differ

Fiscal.ai

Distinct strengths include:

Screeners
Data Visualizations
Stock Comparison
Portfolio
Watchlist
Alerts
Dividends
Splits
  • 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.

The Zen of Investing

Distinct strengths include:

Spin-offs
Blogs
  • Covers U.S. spinoffs and select international cases, with a clear focus on special situations.
  • “Upcoming Spinoffs” list tracks definitively announced events, often with links to presentations and filings.
  • “Recent Spinoffs” page compiles completed transactions, including prospectuses and investor decks.
  • Archives investor-relations PDFs from major spinoff companies, such as DuPont or GE Vernova.

Feature-by-feature breakdown

AttributeFiscal.aiThe Zen of Investing
Categories

Which research workflows each platform targets

Shared: Calendar

Unique: Screeners, Data Visualizations, Stock Comparison, Portfolio, Watchlist, Alerts, Dividends, Splits, Financials, Transcripts, ETF Overview, ETF Holdings, ETF Performance, Analyst Forecasts, Analyst Recommendations, Analyst Price Targets, Insider Data, Institutional Data, 13F, Valuation Models, Data APIs

Shared: Calendar

Unique: Spin-offs, Blogs

Asset types

Supported asset classes and universes

Stocks, ETFs, Mutual Funds

Stocks

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

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

  • Covers U.S. spinoffs and select international cases, with a clear focus on special situations.
  • “Upcoming Spinoffs” list tracks definitively announced events, often with links to presentations and filings.
  • “Recent Spinoffs” page compiles completed transactions, including prospectuses and investor decks.
  • Archives investor-relations PDFs from major spinoff companies, such as DuPont or GE Vernova.
  • Publishes RSS feeds that surface SEC prospectus and tender-offer filings for easy monitoring.
  • Simple, free access with a contact form for inquiries; no paid plans or gated features.
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 The Zen of Investing both support?

Both platforms cover Calendar workflows, so you can research those use cases in either tool before digging into the feature differences below.

Do Fiscal.ai and The Zen of Investing require subscriptions?

Both Fiscal.ai and The Zen of Investing 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 The Zen of Investing 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 The Zen of Investing stands out for Covers U.S. spinoffs and select international cases, with a clear focus on special situations., “Upcoming Spinoffs” list tracks definitively announced events, often with links to presentations and filings., and “Recent Spinoffs” page compiles completed transactions, including prospectuses and investor decks..

Keep exploring

Stay on top of related tools

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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.