Fiscal.ai adds Stock Comparison, Investor Holdings, ETF Fundamentals, ETF Valuation, Valuation Models, Insider Data, Institutional Data, 13F, Improved Filings, Transcripts, Analyst Forecasts, Data APIs, APIs & SDKs, Webhooks, AI, AI Chat, AI Business Summary, AI Earnings Summary, AI Filings Summary, AI Report, Blogs, and Newsletters coverage that Yahoo Finance skips.
VOL. XCIV, NO. 247
★ A CURATED DIRECTORY OF FINANCIAL TOOLS AND RESOURCES ★
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Saturday, December 27, 2025
Tool Comparison
Fiscal.ai vs Yahoo Finance comparison
Compare pricing, supported platforms, categories, and standout capabilities to decide which tool fits your workflow.
Quick takeaways
Yahoo Finance includes Options categories that Fiscal.ai omits.
Yahoo Finance offers mobile access, which Fiscal.ai skips.
In depth comparison
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.
Categories
ScreenersStock ComparisonData VisualizationsPortfolioWatchlistInvestor HoldingsETF OverviewETF PerformanceETF HoldingsETF FundamentalsETF ValuationFinancialsValuation ModelsDividendsInsider DataInstitutional Data13FImproved FilingsTranscriptsAnalyst ForecastsAnalyst RecommendationsAnalyst Price TargetsNewsAlertsCalendarSplitsData APIsAPIs & SDKsWebhooksAIAI ChatAI Business SummaryAI Earnings SummaryAI Filings SummaryAI ReportBlogsNewslettersEducation
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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Yahoo Finance
finance.yahoo.com
Hands-on review
One of the most widely used finance portals, offering global market coverage, news, screeners, and portfolio tools. A free plan provides core features, while paid Silver and Gold tiers add extras such as research, enhanced filters, and historical data downloads. Real-time vs delayed quotes vary by exchange, and mobile apps support price alerts and personalized news.
Categories
Platforms
WebMobile
Pricing
FreeSubscription
Quick highlights
- Free plan with optional Silver and Gold subscriptions that unlock advanced features and research.
- Historical price downloads in CSV format are gated to Gold; portfolio and watchlist exports remain free.
- Coverage spans 100+ exchanges worldwide, with clear labeling of real-time versus delayed data.
- Interactive full-screen charts with dozens of technical indicators and extended-hours toggles.
- Equity, ETF, and mutual fund screeners with hundreds of filters; Plus tiers add premium filters such as Morningstar ratings.
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Where they differ
Fiscal.ai
Distinct strengths include:
Stock ComparisonInvestor HoldingsETF FundamentalsETF ValuationValuation ModelsInsider DataInstitutional Data13F
- 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.
Yahoo Finance
Distinct strengths include:
- Free plan with optional Silver and Gold subscriptions that unlock advanced features and research.
- Historical price downloads in CSV format are gated to Gold; portfolio and watchlist exports remain free.
- Coverage spans 100+ exchanges worldwide, with clear labeling of real-time versus delayed data.
- Interactive full-screen charts with dozens of technical indicators and extended-hours toggles.
Feature-by-feature breakdown
| Attribute | Fiscal.ai | Yahoo Finance |
|---|---|---|
Categories Which research workflows each platform targets | Shared: Screeners, Data Visualizations, Portfolio, Watchlist, ETF Overview, ETF Performance, ETF Holdings, Financials, Dividends, Analyst Recommendations, Analyst Price Targets, News, Alerts, Calendar, Splits, Education Unique: Stock Comparison, Investor Holdings, ETF Fundamentals, ETF Valuation, Valuation Models, Insider Data, Institutional Data, 13F, Improved Filings, Transcripts, Analyst Forecasts, Data APIs, APIs & SDKs, Webhooks, AI, AI Chat, AI Business Summary, AI Earnings Summary, AI Filings Summary, AI Report, Blogs, Newsletters | Shared: Screeners, Data Visualizations, Portfolio, Watchlist, ETF Overview, ETF Performance, ETF Holdings, Financials, Dividends, Analyst Recommendations, Analyst Price Targets, News, Alerts, Calendar, Splits, Education Unique: Options |
Asset types Supported asset classes and universes | Stocks, ETFs, Mutual Funds, Funds | Stocks, ETFs, Mutual Funds, Options, Futures, Commodities, Currencies, Cryptos, Bonds |
Experience levels Who each product is built for | Beginner, Intermediate, Advanced | Beginner, Intermediate, Advanced |
Platforms Where you can access the product | Web, API | Web, Mobile |
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 | Yes |
Editor pick Featured inside curated shortlists | Highlighted | Standard listing |
Frequently Asked Questions
Which workflows do Fiscal.ai and Yahoo Finance both support?
Both platforms cover Screeners, Data Visualizations, Portfolio, Watchlist, ETF Overview, ETF Performance, ETF Holdings, Financials, Dividends, Analyst Recommendations, Analyst Price Targets, News, Alerts, Calendar, Splits, and Education workflows, so you can research those use cases in either tool before digging into the feature differences below.
Do Fiscal.ai and Yahoo Finance require subscriptions?
Both Fiscal.ai and Yahoo Finance keep freemium access with optional paid upgrades, so you can trial each platform before committing.
Which tool has mobile access?
Yahoo Finance ships a dedicated mobile experience, while Fiscal.ai focuses on web or desktop access.
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 Yahoo Finance stands out for Free plan with optional Silver and Gold subscriptions that unlock advanced features and research., Historical price downloads in CSV format are gated to Gold; portfolio and watchlist exports remain free., and Coverage spans 100+ exchanges worldwide, with clear labeling of real-time versus delayed data..
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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.