VOL. XCIV, NO. 247

★ FINANCIAL TOOLS & SERVICES DIRECTORY ★

PRICE: 5 CENTS

Monday, October 6, 2025

View Fiscal.ai View WhaleWisdom Back to Home

Head-to-head

Fiscal.ai vs WhaleWisdom 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, 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 WhaleWisdom skips.

WhaleWisdom includes Investor Holdings, and Stock Ideas 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..

WhaleWisdom is known for: Rank hedge fund managers by performance, risk-adjusted returns, and recent filings., Pull 13F, 13D/G, insider trades, and sector exposures into custom portfolios and alerts., and API and bulk downloads available for quantitative workflows and screening..

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

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.

Community votes (overall)

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WhaleWisdom

whalewisdom.com

Aggregates 13F filings and insider transactions so investors can follow institutional positioning, build watchlists, and backtest crowding strategies.

Platforms

Web

API

Pricing

Free

Subscription

Quick highlights

Rank hedge fund managers by performance, risk-adjusted returns, and recent filings.
Pull 13F, 13D/G, insider trades, and sector exposures into custom portfolios and alerts.
API and bulk downloads available for quantitative workflows and screening.
Tools for cloning strategies, monitoring crowding, and tracking portfolio overlaps over time.

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Overlap

Shared focus areas

2 overlaps

Mutual strengths include Institutional Data, and 13F.

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.

WhaleWisdom

Distinct strengths include:

Investor Holdings

Stock Ideas

Rank hedge fund managers by performance, risk-adjusted returns, and recent filings.
Pull 13F, 13D/G, insider trades, and sector exposures into custom portfolios and alerts.
API and bulk downloads available for quantitative workflows and screening.
Tools for cloning strategies, monitoring crowding, and tracking portfolio overlaps over time.

Feature-by-feature breakdown

Attribute	Fiscal.ai	WhaleWisdom
Categories Which research workflows each platform targets	Shared: Institutional Data, 13F Unique: Screeners, 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: Institutional Data, 13F Unique: Investor Holdings, Stock Ideas
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, API
Pricing High-level pricing models	Free, Subscription	Free, Subscription
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 Rank hedge fund managers by performance, risk-adjusted returns, and recent filings. Pull 13F, 13D/G, insider trades, and sector exposures into custom portfolios and alerts. API and bulk downloads available for quantitative workflows and screening. Tools for cloning strategies, monitoring crowding, and tracking portfolio overlaps over time.
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 WhaleWisdom both support?

Both platforms cover 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 WhaleWisdom require subscriptions?

Both Fiscal.ai and WhaleWisdom 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 WhaleWisdom 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 WhaleWisdom stands out for Rank hedge fund managers by performance, risk-adjusted returns, and recent filings., Pull 13F, 13D/G, insider trades, and sector exposures into custom portfolios and alerts., and API and bulk downloads available for quantitative workflows and screening..

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