VOL. XCIV, NO. 247

★ FINANCIAL TOOLS & SERVICES DIRECTORY ★

PRICE: 5 CENTS

Friday, October 31, 2025

Tool Comparison

Fiscal.ai vs Valuesider comparison

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

Quick takeaways

Fiscal.ai adds Data Visualizations, Stock Comparison, Portfolio, Watchlist, Alerts, Calendar, Dividends, Splits, Financials, Transcripts, ETF Overview, ETF Holdings, ETF Performance, Analyst Forecasts, Analyst Recommendations, Analyst Price Targets, Insider Data, Valuation Models, and Data APIs coverage that Valuesider skips.

Valuesider includes Investor Holdings, News, and Blogs categories that Fiscal.ai omits.

Fiscal.ai ships a mobile app. Valuesider is web/desktop only.

In depth comparison

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

WebMobileAPI

Pricing

FreeSubscription

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.

Community votes (overall)

0% upvotes 0% downvotes

You haven't voted yet

View full profile Visit site

Valuesider

valuesider.com

Free, 13F‑based ‘super‑investor’ explorer with two screeners (holdings & activity), per‑investor portfolios, per‑ticker ownership/activity pages, and basic news feeds. Exports to CSV/XLS/XLSX; provides embeddable charts. Transparent about 13F caveats (delay, options/bonds coverage limits) and split adjustments; includes direct SEC report links for verification.

Platforms

Web

Pricing

Free

Quick highlights

Super‑investor hub: browse portfolios of well‑known value investors (Buffett, Ackman, Klarman, etc.) with top holdings and recent activity.
Holdings Screener (free): filter by % of grand portfolio, # of gurus, security type, values, and more; export CSV/XLS/XLSX.
Activity Screener (free): filter buys/sells by period (last Q, last 2/4 Qs or latest N reports) and by security type; export CSV/XLS/XLSX.
Per‑ticker ‘Ownership’ & ‘Activity’ pages that aggregate which gurus hold or changed a position.
Embeddable historical ownership charts for tickers (auto‑updating ‘Top holders’ widget).

Community votes (overall)

0% upvotes 0% downvotes

You haven't voted yet

View full profile Visit site

Where they differ

Fiscal.ai

Distinct strengths include:

Data Visualizations Stock Comparison Portfolio Watchlist Alerts Calendar 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.

Valuesider

Distinct strengths include:

Investor Holdings News Blogs

Super‑investor hub: browse portfolios of well‑known value investors (Buffett, Ackman, Klarman, etc.) with top holdings and recent activity.
Holdings Screener (free): filter by % of grand portfolio, # of gurus, security type, values, and more; export CSV/XLS/XLSX.
Activity Screener (free): filter buys/sells by period (last Q, last 2/4 Qs or latest N reports) and by security type; export CSV/XLS/XLSX.
Per‑ticker ‘Ownership’ & ‘Activity’ pages that aggregate which gurus hold or changed a position.

Feature-by-feature breakdown

Attribute	Fiscal.ai	Valuesider
Categories Which research workflows each platform targets	Shared: Screeners, Institutional Data, 13F Unique: Data Visualizations, Stock Comparison, Portfolio, Watchlist, Alerts, Calendar, Dividends, Splits, Financials, Transcripts, ETF Overview, ETF Holdings, ETF Performance, Analyst Forecasts, Analyst Recommendations, Analyst Price Targets, Insider Data, Valuation Models, Data APIs	Shared: Screeners, Institutional Data, 13F Unique: Investor Holdings, News, Blogs
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
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 Super‑investor hub: browse portfolios of well‑known value investors (Buffett, Ackman, Klarman, etc.) with top holdings and recent activity. Holdings Screener (free): filter by % of grand portfolio, # of gurus, security type, values, and more; export CSV/XLS/XLSX. Activity Screener (free): filter buys/sells by period (last Q, last 2/4 Qs or latest N reports) and by security type; export CSV/XLS/XLSX. Per‑ticker ‘Ownership’ & ‘Activity’ pages that aggregate which gurus hold or changed a position. Embeddable historical ownership charts for tickers (auto‑updating ‘Top holders’ widget). Per‑ticker news pages that consolidate recent headlines.
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 Valuesider both support?

Both platforms cover Screeners, Institutional 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 Valuesider require subscriptions?

Both Fiscal.ai and Valuesider 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 Valuesider 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 Valuesider stands out for Super‑investor hub: browse portfolios of well‑known value investors (Buffett, Ackman, Klarman, etc.) with top holdings and recent activity., Holdings Screener (free): filter by % of grand portfolio, # of gurus, security type, values, and more; export CSV/XLS/XLSX., and Activity Screener (free): filter buys/sells by period (last Q, last 2/4 Qs or latest N reports) and by security type; export CSV/XLS/XLSX..

Keep exploring

Stay on top of related tools

Browse the categories and profiles that overlap most with this comparison to round out your shortlist.