VOL. XCIV, NO. 247

★ FINANCIAL TOOLS & SERVICES DIRECTORY ★

PRICE: 5 CENTS

Sunday, December 7, 2025

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Tool Comparison

Fiscal.ai vs Trackly comparison

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

Quick takeaways

Fiscal.ai adds Screeners, Stock Comparison, Data Visualizations, Portfolio, Watchlist, Investor Holdings, ETF Overview, ETF Performance, ETF Holdings, ETF Fundamentals, ETF Valuation, Financials, Valuation Models, Dividends, Insider Data, Institutional Data, 13F, Improved Filings, Transcripts, Analyst Forecasts, Analyst Recommendations, Analyst Price Targets, News, Calendar, Splits, Data APIs, AI, AI Chat, AI Business Summary, AI Earnings Summary, AI Filings Summary, AI Report, Blogs, Newsletters, and Education coverage that Trackly skips.

Trackly includes Regulatory Filings Monitoring categories that Fiscal.ai omits.

In depth comparison

Fiscal.ai logo

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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Trackly logo

Trackly

trackly.io

Website & PDF change‑detection for business users (legal, banking, competitive intel). Features include visual diffs in email, partial‑page CSS selection, noise filtering (“Ignore small changes”), hourly/daily/weekly schedules, bulk CSV/Excel import, team workflows, and enterprise‑grade unblocking. An authenticated REST API and change‑notification webhook are available on paid plans/enterprise. Not a finance‑data provider per se; commonly used to watch IR pages, regulators, central banks, fee/terms pages, and other sources relevant to investing workflows. Pricing shows 30‑day trial and a free plan (3 tracks). Enterprise starts “from $229/mo” (annual) with 10 seats; support articles mention up to ~2,000–5,000+ tracks depending on quote. No native broker/data integrations disclosed.

Platforms

WebAPI

Pricing

FreeSubscription

Quick highlights

  • Visual change summaries in email (diff highlights) with interactive compare UI.
  • Noise filtering via “Ignore small changes” for counts, relative dates, paging, etc.
  • Track just part of a page using a CSS selector (partial‑section monitoring).
  • Schedules: hourly, daily, or weekly checks; multiple recipients per track.
  • Bulk import (CSV/Excel) and assisted onboarding for large lists.

Community votes (overall)

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Where they differ

Fiscal.ai

Distinct strengths include:

ScreenersStock ComparisonData VisualizationsPortfolioWatchlistInvestor HoldingsETF OverviewETF Performance
  • 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.

Trackly

Distinct strengths include:

Regulatory Filings Monitoring
  • Visual change summaries in email (diff highlights) with interactive compare UI.
  • Noise filtering via “Ignore small changes” for counts, relative dates, paging, etc.
  • Track just part of a page using a CSS selector (partial‑section monitoring).
  • Schedules: hourly, daily, or weekly checks; multiple recipients per track.

Feature-by-feature breakdown

AttributeFiscal.aiTrackly
Categories

Which research workflows each platform targets

Shared: Alerts, APIs & SDKs, Webhooks

Unique: Screeners, Stock Comparison, Data Visualizations, Portfolio, Watchlist, Investor Holdings, ETF Overview, ETF Performance, ETF Holdings, ETF Fundamentals, ETF Valuation, Financials, Valuation Models, Dividends, Insider Data, Institutional Data, 13F, Improved Filings, Transcripts, Analyst Forecasts, Analyst Recommendations, Analyst Price Targets, News, Calendar, Splits, Data APIs, AI, AI Chat, AI Business Summary, AI Earnings Summary, AI Filings Summary, AI Report, Blogs, Newsletters, Education

Shared: Alerts, APIs & SDKs, Webhooks

Unique: Regulatory Filings Monitoring

Asset types

Supported asset classes and universes

Stocks, ETFs, Mutual Funds, Funds

Other

Experience levels

Who each product is built for

Beginner, Intermediate, Advanced

Beginner, Intermediate, Advanced

Platforms

Where you can access the product

Web, API

Web, API

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

  • Visual change summaries in email (diff highlights) with interactive compare UI.
  • Noise filtering via “Ignore small changes” for counts, relative dates, paging, etc.
  • Track just part of a page using a CSS selector (partial‑section monitoring).
  • Schedules: hourly, daily, or weekly checks; multiple recipients per track.
  • Bulk import (CSV/Excel) and assisted onboarding for large lists.
  • Best‑in‑class PDF monitoring tuned for large, text‑heavy legal/financial docs.
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 Trackly both support?

Both platforms cover Alerts, APIs & SDKs, and Webhooks workflows, so you can research those use cases in either tool before digging into the feature differences below.

Do Fiscal.ai and Trackly require subscriptions?

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

How can you access Fiscal.ai and Trackly?

Both Fiscal.ai and Trackly 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 Trackly stands out for Visual change summaries in email (diff highlights) with interactive compare UI., Noise filtering via “Ignore small changes” for counts, relative dates, paging, etc., and Track just part of a page using a CSS selector (partial‑section monitoring)..

Keep exploring

Keep exploring

Stay on top of related tools

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Recommended 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.