VOL. XCIV, NO. 247
★ A CURATED DIRECTORY OF FINANCIAL TOOLS AND RESOURCES ★
PRICE: 0 CENTS
Fiscal.ai Review, Pricing, and Features
Fiscal.ai
This visit supports Find My Moat at no extra cost to you thanks to an affiliate link.
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.
Community votes (overall)
Pricing
Free • From $468/yr · 14-day trial · Contact sales for enterprise pricing · 7 plans
Terminal - Free
Free tier for the Fiscal.ai Terminal. Pricing page advertises a free 2-week Pro trial.
Terminal - Pro (Monthly)
Full Pro feature set with monthly billing for active individual investors.
Terminal - Pro (Annual)
Same Pro features with annual billing at a discount.
Terminal - Enterprise (Monthly)
Enterprise feature set with monthly billing for teams and power users.
Terminal - Enterprise (Annual)
Same Enterprise features with annual billing at a discount.
API - Free Trial
Limited evaluation access to the Fiscal.ai REST API.
API - Paid
Paid API plans with higher limits and broader coverage; vendor directs users to contact sales for specifics.
Key features
- Modern web-based research terminal with dashboards, customizable watchlists, portfolio views, and visualizations across global stocks, ETFs, mutual funds, and funds.
- Deep fundamentals and segment/KPI coverage, including proprietary KPI feeds for ~2,250+ companies and history depth that scales with plan tier.
- AI Copilot for conversational research plus AI summaries and AI-generated reports, designed to speed up earnings, filings, and peer comparisons.
- Integrated analyst data (forward estimates, revisions, ratings, and price targets) aligned with standardized and adjusted metrics.
- Investor-relations hub with transcripts, filings, slides, and earnings content, plus click-through auditability back to source filings.
- Powerful screening and comparison workflows with custom metric formulas, DCF modeling, dividends, industry comps, and event calendars.
- ETF pages surface performance ranges and top holdings, with cross-links into underlying company pages.
- Enterprise-grade exports and data downloads, with a public status page and SOC 2 Type II claim.
- Data API for platforms and institutions covering financials/ratios, segments/KPIs, adjusted metrics, prices (EOD & 15‑min delayed), splits, and filings with image/PDF source links.
- Webhooks (beta) for event-driven workflows, plus an MCP (beta) integration surface for AI agent workflows.
Data partners
Vendor describes segments & KPIs as coming from a proprietary data feed sourced from public filings.
S&P Global Market Intelligence
Vendor states global equity fundamentals, ratios and estimates come from a combination of Fiscal.ai Data Feed and S&P Global Market Intelligence.
“Equity Research (Morningstar, AI)” is listed as a Pro/Enterprise feature on the pricing page.
FAQ
Is Fiscal.ai free?
Not entirely. Fiscal.ai includes a free tier, but its paid subscription options unlock more capacity. Visit the vendor site for current limits and pricing. A 14-day free trial is available on select plans. Enterprise quotes are handled directly with the vendor.
Who is Fiscal.ai best for?
Fiscal.ai is built for Retail Traders, Pro Retail, Institutional Investors, Analysts, Quants/Developers, Long-term Investors + 7 more. It suits beginner, intermediate, and advanced users.
What platforms and connections does Fiscal.ai support?
You can use Fiscal.ai on Web. Fiscal.ai offers an API (REST) with APIKey authentication. Integrations include MCP (Beta).
Which markets does Fiscal.ai cover?
Fiscal.ai covers North America, Europe, APAC, LatAm, Middle East, and Africa. It tracks Stocks, ETFs, and Funds. Identifiers include Ticker, CUSIP, ISIN, and FIGI.
Suggest an edit
Information
About Me
Hey! Thanks for stopping by. I'm an independent investor with a soft spot for coding and the stock market - especially value investing (as you can probably tell from the tools I've collected here, haha). Hopefully you'll find something useful or interesting along the way.
Find me here:
- Twitter / X: @Jera_Value
- Substack: Jera Value
Got questions or suggestions? I'm all ears!
Missing a Tool?
Discovered a gem I don't have here yet? Drop the link below and I'll check it out ASAP. Tagging me on X works too! Can't wait to see what you've found!
Got ideas for new features?
Suggest on XStarred Tools
These are my top picks. Tools I've tested thoroughly and found to be excellent. They do their job really well, and I use them a lot. If you're not already familiar with them, I highly recommend checking them out.
Tested Tools
These are tools I've tried and found to be solid, but not standout. Think of them as passing an initial quality screen: worth exploring, though not all will be exceptional.
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.