★ A CURATED DIRECTORY OF FINANCIAL TOOLS AND RESOURCES ★
VOL. XCIV, NO. 247
Fiscal.ai Review, Pricing, and Features
Fiscal.ai
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Fiscal.ai combines a company-research terminal with REST, webhook, and MCP access. It covers financials, segments, KPIs, estimates, transcripts, filings, screens, valuation, ownership, fund letters, and AI-assisted research.
Best for
- Investors who want AI-assisted company research backed by financials, estimates, transcripts, filings, and dashboards.
- Developers and AI-agent builders who need financial data through REST, MCP, webhooks, and documented client integrations.
- Teams that need filing audit links and data exports in addition to watchlists and dashboards.
Watch out
- The free API is limited to 100 companies, 50 requests per minute, and 250 requests per day. Deeper history, exports, and some datasets require paid plans.
- API prices are end of day or delayed by 15 minutes.
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Pricing
Free • From $39/mo · 14-day trial · Enterprise · 5 plans
Terminal - Free
Free Fiscal.ai Terminal access. The pricing page advertises a two-week Pro trial.
Terminal - Pro (Monthly)
Full Pro feature set with monthly billing for active individual investors.
Terminal - Enterprise (Monthly)
Enterprise feature set with monthly billing for teams and power users.
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
- Research coverage for global stocks, ETFs, mutual funds, and funds through dashboards, watchlists, portfolio views, visualizations, fundamentals, estimates, transcripts, filings, news, and event data.
- Use AI Copilot, summaries, and generated reports for earnings, filings, peer comparisons, financial analysis, and company research.
- Analysis of fundamentals, ratios, standardized financials, as-reported data, adjusted metrics, segment data, KPIs, analyst estimates, revisions, ratings, and price targets.
- Run 24 documented Fiscal Skills in MCP clients for financial models, company snapshots, screens, valuation, ownership, fund letters, filings, credit, quality scores, and earnings analysis.
- Trace research back to source filings, transcripts, slides, company news, investor-relations material, and source-to-filing images or PDFs where supported.
- Tools for building screens, comparisons, custom metric formulas, DCF models, dividend views, industry comps, event calendars, and company dashboards from one workspace.
- Query REST endpoints for financials, ratios, shares, prices, splits, filings, filing assets, investor-relations events, transcripts, call recordings, logos, news, segments, KPIs, adjusted metrics, ownership, and fund letters.
- Connections for AI and developer workflows through Fiscal MCP, OAuth or API-key auth, webhooks, Claude Connector, ChatGPT, Codex CLI, Cursor, VS Code Copilot, Gemini CLI, and other MCP clients.
- Webhooks for signed event-driven updates around financial-data and news changes, managed from the organization dashboard.
- Market-data limits: API price data includes end-of-day and 15-minute delayed intraday data, while company data, KPIs, transcripts, and filings have their own update windows.
- Free terminal and API access have limits on prompts, dashboards, history, companies, burst rate, and daily requests. Exports, filing audit links, deeper history, and team features require paid plans.
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 and Enterprise feature on the pricing page.
FAQ
Is Fiscal.ai free?
Not entirely. Fiscal.ai includes a free tier, but its paid subscription and other 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, Claude Connector, ChatGPT, Codex CLI, Cursor, VS Code Copilot + 3 more.
Which markets does Fiscal.ai cover?
Fiscal.ai covers North America, Europe, APAC, LatAm, Middle East, and Africa. It tracks Stocks, ETFs, Mutual Funds, and Funds. Identifiers include Ticker, CUSIP, ISIN, and FIGI.
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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.
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- Twitter / X: @Jera_Value
- Website: Jera Value
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