Fiscal.ai

Key features

• 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.
• Ownership & flow data, including insider transactions, institutional holders, 13F data and curated ‘Super Investors’ views and hedge fund letters.
• Investor relations hub per company with earnings call audio, transcripts, slides, press releases, investor days and filings in one place.
• Powerful stock screener with ~200 metrics, custom metric support for paid tiers, and AI-assisted screening queries.
• ETF analytics including holdings breakdowns, top positions, and cross-linking into underlying company pages.
• Exportable tables & shareable chart images (Enterprise), plus click-through auditability from numbers back to source filing images/PDFs.
• Data API for platforms and institutions, covering financials, ratios, segments & KPIs, adjusted metrics, stock prices, splits, and filings, with sourcing back to filings.
• SOC2 Type II accredited infrastructure, public status page, and partnerships powering external products (e.g., YCharts KPI feed, Perplexity real-time earnings Q&A).

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