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Fiscal.ai

Web-based public-company research terminal plus REST APIs. Includes global fundamentals and segments/KPIs, AI Copilot + AI summaries, dashboards, screening/valuation tools, and APIs for financials/ratios, segments/KPIs, stock prices (EOD & 15‑min delayed), and filings/source-to-filing endpoints. Vendor claims SOC 2 Type II. Newsletter: https://newsletter.fiscal.ai.

Stock Rover

Web-based stock, ETF, fund, and portfolio research platform for individual investors and financial professionals. Core strengths are fundamental screening, ETF screening, side-by-side comparison, research reports, valuation/fair-value tools, stock ratings/scores, charts, watchlists, broker-linked portfolios, risk analytics, Monte Carlo simulations, correlation, and rebalancing/trade-planning workflows. Coverage is North America-focused, with U.S. and Canadian exchange support plus OTC boards. Stock Rover is not a brokerage/trading platform, does not currently support options, and its quote data is generally delayed rather than exchange-direct real time. Full historical backtesting is not a formal product feature; Premium Plus users can build backtesting-like historical equation screeners, but Stock Rover states these do not consider survivorship bias.

Koyfin

Web + mobile financial data/analytics “terminal” centered on customizable dashboards, charting, screeners, watchlists, portfolios, news and alerts. Advisor tiers add Client Portfolios, integrations and client reporting with plan-based report limits (10/month on Advisor Core, 200/month on Advisor Pro). No public API. Downloads are supported for many datasets, but global equity financials/estimates/valuation are restricted from download by the data vendor.

Alpha Spread

Value-investing research platform for equities with intrinsic value estimates, screeners, watchlists/alerts, and an AI assistant. Plan gating: Free is limited to 3 stock reports/week, 3 AI Assistant prompts/week, 1 watchlist (30 stocks); Premium raises limits (15 reports/week, 20 prompts/week, 5 watchlists, 50 stocks/watchlist) and is $12/mo billed annually; Unlimited removes stock-report limits, raises AI prompts to 300/week, and is $20/mo billed annually (20 watchlists, 1000 stocks/watchlist). Stock Comparison (up to 5 stocks) is a paid-plan feature. Enterprise advertises API access (contact sales; “from $150/mo”), but Alpha Spread notes Enterprise/API availability is currently capped. Refunds: 14-day window; student/teacher discount advertised.

Fintool

AI-powered research platform combining SEC filings, earnings transcripts, and financial data with natural-language querying. Two tiers: Regular includes unlimited queries, filings and transcripts, advanced screening, real-time market data, and up to 5 user seats. Enterprise adds API access, private-data connectors, and enterprise-grade security. In January 2026, Fintool described V5 as an agentic workflow that can build DCF models in Excel, earnings decks in PowerPoint, and research memos in Word. A 14-day free trial is available.

Portfolio Visualizer

Web-based portfolio analysis and reporting toolset covering backtesting, Monte Carlo simulation, tactical asset allocation, and optimization. Plan gating: Free tier is limited (e.g., portfolios up to 15 assets). Basic and Pro are billed annually, support up to 150 assets with YTD results, and add save/import + export features; Pro is described for personal + commercial use.