# SageFusion vs SimFin

SageFusion records 0 monthly visits with -100% month-over-month growth and Paid pricing. SimFin records 15,391 monthly visits with -27.5% growth and Freemium pricing.

| Metric | [SageFusion](https://openaitools.app/tool/sagefusion) | [SimFin](https://openaitools.app/tool/simfin) |
| :--- | :--- | :--- |
| Website URL | https://www.sagefusion.co | https://simfin.com |
| Categories | AI Investing, AI For Finance, AI Models, AI Predictions | AI For Finance, AI For Data Analytics, AI Investing, AI API |
| Pricing Model | Paid | Freemium |
| Monthly Visits | 0 | 15,391 |
| MoM Growth Rate | -100% | -27.5% |
| Primary Market | Global | United States |
| Direct Visits | 0 | 6,249 |
| Review Score | 4.4 | 4.4 |
| Saved Count | 1 | 1 |
| Supported Platforms | Website | Website |

## SageFusion

SageFusion approaches investing research from a testing-first angle. Rather than presenting only the ideas that worked, it runs a nightly scan across nearly 4,000 US-listed stocks and ETFs, then compares each pick or setup against a random stock on the same night. Studies must also survive a later period of data the model never saw, and every result is publicly labeled as verified, verified (no edge), or failed / retracted. Withdrawn studies remain visible in the research log with the reason attached.

The product has two audiences. Investors can join a waitlist for research access, which includes a ranked shortlist delivered each evening after the close plus the full log with the numbers behind each label. Firms can request a data sample and license the tested research data for their own workflows. The company also publishes insights, a podcast, and the book The Wealth Almanac by founder Michael Kelly, and it positions itself explicitly as a research tool rather than investment advice.

The team is led by Michael Kelly, formerly of Citigroup, Barclays, UBS and Mizuho Securities, alongside Dr. Andrew Weinbach as Chief Compliance Officer. SageFusion is based in New York and is operated by Investment Science LLC.

**Pricing & Plans:** SageFusion is a paid research product with two tracks: individual research access, currently offered through a waitlist, and a licensed research-data offering for firms that starts with a sample-on-request conversation. Exact prices are not published on the public site.

- **Honest result labeling:** Every study carries a label of verified, verified (no edge), or failed / retracted, so you can see how often ideas actually survived testing.
- **Out-of-sample testing:** Studies are built on earlier data and must hold up on a later period the test never saw, after accounting for trading costs.
- **Random-stock baseline:** Nightly picks and breakout setups are compared against a random stock from the same night, making it harder for luck to look like skill.
- **Published research log:** The full log, including failures and withdrawn studies with reasons, remains searchable across stocks, ETFs, options, futures, crypto and spot FX.
- **Evening shortlist and data licensing:** Investors receive a ranked shortlist after each close; firms can license the labeled research data and request a sample.

**Strengths:** Unusual commitment to publishing failed and retracted studies with reasons; Clear, plain-language labels that a non-quant investor can interpret; Transparent methodology: split periods, random-stock comparison, trading costs; Backed by a named team with institutional finance and academic credentials

**Limitations:** Investor research access is waitlist-gated rather than immediately purchasable; No public price list, so cost requires contacting the company; US-listed equities and ETFs dominate the scan, limiting non-US coverage

[Profile (Markdown)](https://openaitools.app/tool/sagefusion.md)

## SimFin

SimFin positions itself as a data-first alternative to traditional stock research portals. Instead of opinion-driven ratings, it gives you 80+ screening indicators, custom filter logic and 20+ years of chart and fundamental history across roughly 5,000 listed companies. Findings can be saved as studies and strategies, shared with other members, or exported for further work.

The backtesting layer lets you test single names or multi-condition portfolio rules against decades of history, with adjustable rebalancing intervals and benchmark comparisons. A high-speed credit system meters intensive screening and backtest runs, with monthly budgets that scale by plan.

For programmatic users, SimFin exposes the same dataset through a Python API, an Excel plugin, a JSON web API and bulk CSV downloads. Data is aggregated in-house from company filings and passed through a QA step before publication, so each figure can be traced back to the source statement.

**Pricing & Plans:** Freemium with four tiers. FREE costs $0 and includes the screener, 5 years of history and light API access. START is about $15/month, BASIC about $35/month and PRO about $71/month when billed annually, unlocking longer history, more high-speed credits and higher call-rate limits. A 50% student discount applies to BASIC, and Enterprise pricing is quoted on request.

- **Fundamental stock screener:** Filter thousands of stocks with 80+ built-in indicators and unlimited custom conditions, then visualize the matches as line charts, scatter plots or distribution plots.
- **Strategy backtesting:** Test single stocks or weighted multi-criteria portfolios over 20+ years of history, with weekly to yearly rebalancing and sector benchmark comparisons.
- **Data API and bulk export:** Pull the same dataset through a Python package, Excel plugin, JSON web API or CSV bulk download, with tiered call-rate limits from 2 to 20 requests per second.
- **High-speed credit system:** Monthly credit budgets from 500 to 30,000 let heavy users run intensive screens and backtests without throttling the interactive app.
- **Shareable studies and portfolios:** Save private portfolios, publish studies and strategies, and let other members copy, comment on and rate your setups.

**Strengths:** Transparent, traceable fundamental data built in-house rather than scraped from third parties; Free tier is genuinely usable for screening and light API work; Comparatively low subscription cost versus institutional data terminals; Strong developer ergonomics through Python, Excel and JSON endpoints

**Limitations:** European market coverage historically lags US coverage; Heavy backtesting and high-speed screening are metered by credits; Interface density is high and can overwhelm beginners; No broker execution or live-trading features

[Profile (Markdown)](https://openaitools.app/tool/simfin.md)

## Frequently Asked Questions

### How do SageFusion and SimFin compare in monthly traffic?

SageFusion has 0 monthly visits, while SimFin has 15,391. Traffic estimates describe audience size, not product quality.

### How do their growth rates compare?

SageFusion has a month-over-month growth rate of -100%; SimFin has -27.5%.

### How does pricing compare?

SageFusion: Paid. SageFusion is a paid research product with two tracks: individual research access, currently offered through a waitlist, and a licensed research-data offering for firms that starts with a sample-on-request conversation. Exact prices are not published on the public site. SimFin: Freemium. Freemium with four tiers. FREE costs $0 and includes the screener, 5 years of history and light API access. START is about $15/month, BASIC about $35/month and PRO about $71/month when billed annually, unlocking longer history, more high-speed credits and higher call-rate limits. A 50% student discount applies to BASIC, and Enterprise pricing is quoted on request.

## Alternatives

| # | Tool Name | Monthly Visits | MoM Growth Rate | Pricing Model | Summary | Profile (Markdown) |
| :--- | :--- | :--- | :--- | :--- | :--- | :--- |
| 1 | [Syft Analytics](https://openaitools.app/tool/syft-assist-ai) | 1,105,531 | +16.2% | Freemium, Free Trial, Paid | AI-powered financial reporting, dashboards and forecasting for accountants and finance teams | [.md](https://openaitools.app/tool/syft-assist-ai.md) |
| 2 | [LuxAlgo](https://openaitools.app/tool/luxalgo) | 985,376 | +9.8% | Freemium, Free Trial, Paid | AI trading indicators, real-trade orderflow and charts in one platform | [.md](https://openaitools.app/tool/luxalgo.md) |
| 3 | [MacroMicro](https://openaitools.app/tool/macromicro) | 928,258 | +22.5% | Freemium, Paid | Global macro data and AI research platform for smarter economic decisions | [.md](https://openaitools.app/tool/macromicro.md) |
| 4 | [Aime](https://openaitools.app/tool/aime) | 260,428 | +11.4% | Freemium | AI investing copilot for stock research, screening and market signals | [.md](https://openaitools.app/tool/aime.md) |
| 5 | [Composer](https://openaitools.app/tool/composer-your-ai-copilot-for-trading) | 219,564 | +11.8% | Freemium, Paid | AI-assisted, no-code automated trading strategies you can backtest and run | [.md](https://openaitools.app/tool/composer-your-ai-copilot-for-trading.md) |
| 6 | [Danelfin](https://openaitools.app/tool/danelfin-com) | 216,830 | -11.1% | Freemium | AI-driven stock scores that rank every pickable stock by probability of beating the market | [.md](https://openaitools.app/tool/danelfin-com.md) |
| 7 | [Intellectia.Ai](https://openaitools.app/tool/intellectia-ai) | 171,347 | +18% | Free Trial, Paid | AI-driven market analysis for faster, data-backed investing decisions | [.md](https://openaitools.app/tool/intellectia-ai.md) |
| 8 | [Surf](https://openaitools.app/tool/surf) | 116,252 | -18.9% | Free, Pro, Max, API credits | Institution-grade crypto and equities intelligence, delivered through a chat-style AI analyst. | [.md](https://openaitools.app/tool/surf.md) |
| 9 | [Tradytics](https://openaitools.app/tool/tradytics-com) | 103,044 | -9.9% | Freemium, Free Trial | Options flow, dark pools and dealer gamma with an AI analyst built in | [.md](https://openaitools.app/tool/tradytics-com.md) |
| 10 | [Clarity AI](https://openaitools.app/tool/clarity-ai) | 74,596 | -22.5% | Contact for Pricing | AI-native platform for extra-financial intelligence | [.md](https://openaitools.app/tool/clarity-ai.md) |

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Source: https://openaitools.app/compare/sagefusion-vs-simfin

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