★ BEST INVESTING TOOLS COMPARISON ★
VOL. XCIV, NO. 247
Tool comparison edition
Tool Comparison
13F Insight vs Fiscal.ai
Pick 13F Insight instead if
13F Insight
Free • Contact for pricing · Web · API
- You care about regulatory filings monitoring, something Fiscal.ai doesn't offer
Start here
Fiscal.ai
Free • From $39/mo · Web · API
- Delayed quotes won't cut it; you need real-time data
- You care about stock ideas, screeners, and stock comparison, things 13F Insight doesn't offer
Skip both if: Neither one clicks with how you research; there are strong third options.
See alternativesOutbound links may include affiliate or sponsor codes.
Our take
The bottom line
13F Insight and Fiscal.ai cover a lot of the same ground (9 shared categories, including data visualizations, watchlist, and institutional ownership), so for the basics you won't go far wrong with either. Fiscal.ai simply does more: 29 categories to 13F Insight's 10, including stock ideas, screeners, and stock comparison. 13F Insight counters by being completely free.
What readers say
13F Insight
Vote once to reveal the community verdict.
Fiscal.ai
Vote once to reveal the community verdict.
Key differences at a glance
- Real-time data
- Fiscal.ai
- Free trial
- Fiscal.ai7 days
- Broader coverage
- Fiscal.ai29 vs 10 categories
- Global coverage
- Fiscal.ai
- Free plan
- Both
See for yourself
How they stack up
The side-by-side table: pricing, platforms, data, and coverage at a glance.ShowHide
How they stack up
The side-by-side table: pricing, platforms, data, and coverage at a glance.| Attribute | ||
|---|---|---|
| Pricing & plans | ||
Starting price | Free • Contact for pricing | Free • From $39/mo |
Free tier | Yes | Yes |
Free trial | — | 7 days |
Plan limits | 3 limits: Free: watchlist items: 5, Standard: watchlist items: 20 +1 more | 37 limits: Terminal - Free: financials history (annual): 10, Terminal - Free: financials history (quarterly): 6 +35 more |
| Platforms & access | ||
Web app | Yes | Yes |
Mobile app | No | No |
API access | Yes | Yes |
Broker sync | — | No |
Integrations | — | MCP, Claude Connector +7 more |
| Audience & fit | ||
Experience level | Beginner, Intermediate, Advanced | Beginner, Intermediate, Advanced |
Best for | Retail Traders, Pro Retail +3 more | Retail Traders, Pro Retail +11 more |
Categories covered | 10 | 29 |
Regions | North America | North America, Europe, APAC, LatAm, Middle East, Africa |
| Data & capabilities | ||
Data quality | — | 3 signals: Latency: Real-time, 15-min Delayed, and End of Day, Granularity: EOD +1 more |
Data partners | — | 5 partners: Fiscal.ai Data Feed, S&P Global Market Intelligence +3 more |
Capabilities | AI summaries: Filings | 6 signals: Custom formulas, Universe builder +4 more |
Security | Encryption in transit | SOC2 and Status page |
| Try it | Visit 13F Insight | Visit Fiscal.ai |
Where each one shines
What 13F Insight and Fiscal.ai each do best.ShowHide
Where each one shines
What 13F Insight and Fiscal.ai each do best.What 13F Insight does best
- Tracking institutional 13F holdings, Form 4 insider transactions, and 13D/G beneficial ownership reports from one filing-focused workspace.
- Research coverage for more than 30,000 institutional filers with indexed filing history, AUM context, current holdings, and position-change views.
- The AI Agent on filer, stock, and insider pages to ask plain-English questions over real SEC filings with sourced citations.
- Views for reviewing AI-generated filing summaries, position-change analysis, and unusual-activity alerts as a starting point for research.
- Tools for building filer and stock watchlists, with free and paid tiers setting different watchlist limits.
What Fiscal.ai does best
- Research coverage for global stocks, ETFs, mutual funds, and funds through dashboards, watchlists, portfolio views, visualizations, fundamentals, estimates, transcripts, filings, news, and event data.
- AI Copilot, AI summaries, and AI-generated reports to speed up earnings review, filing review, peer comparison, 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.
- Packaged Fiscal Skills in MCP clients for financial pulls, three-statement models, segment and KPI work, comp sets, valuation, industry reports, ownership activity, filing discovery, quality scores, and earnings reactions.
- Trace research back to source filings, transcripts, slides, company news, investor-relations material, and source-to-filing images or PDFs where supported.
Every detail we compared
Every tracked attribute for 13F Insight and Fiscal.ai, side by side.ShowHide
Every detail we compared
Every tracked attribute for 13F Insight and Fiscal.ai, side by side.| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFsOptionsBonds | StocksETFsMutual FundsFunds |
Experience | BeginnerIntermediateAdvanced | BeginnerIntermediateAdvanced |
Target audience | Retail TradersPro RetailValue InvestorsGrowth InvestorsAnalysts | Retail TradersPro RetailInstitutional InvestorsAnalystsQuants/DevelopersLong-term InvestorsValue InvestorsGrowth Investors+5 more |
Regions | North America | North AmericaEuropeAPACLatAmMiddle EastAfrica |
Coverage details | Countries: USIdentifiers: Ticker, CUSIP, and CIK | Identifiers: Ticker, CUSIP, ISIN, and FIGI |
| Data | ||
Data freshness | Not specified | Real-time15-min DelayedEnd of Day |
Data granularity | Not specified | EOD |
Data partners | Not specified | Fiscal.ai Data FeedS&P Global Market IntelligenceMorningstarYChartsPerplexity |
| Access & integrations | ||
API protocols | Not specified | REST |
API auth & delivery | Not specified | Auth: APIKeyWebhooks50 req/minDocs |
Import methods | Not specified | Manual |
Integrations | Not specified | MCPClaude ConnectorChatGPTCodex CLICursorVS Code CopilotGemini CLIPerplexity+1 more |
Export formats | Not specified | CSVImagePDF |
| Plans & trust | ||
Security & compliance | Encryption in transit | SOC2Status page |
Capability signals | AI summaries: Filings | Custom formulasUniverse builderPerformance attributionPortfolio attributionCitation pinningAI summaries: Filings, Transcripts, and News |
Vendor & support | 13F InsightSupport: Email | Stratosphere Technology Inc.Country: CanadaFounded 2021Support: Email |
Curation ratings | Not specified | Methodology 5/5Reliability 4/5UX 5/5 |
Green tags are exclusive to that tool in this comparison.
What you'll actually pay
Plans, billing, trials, and per-month pricing for both tools.ShowHide
What you'll actually pay
Plans, billing, trials, and per-month pricing for both tools.| Tier | ||
|---|---|---|
| Free plan | Freewatchlist items: 5 | Free“Terminal - Free”financials history (annual): 10 · financials history (quarterly): 6 · +8 more |
| Entry paid plan | Subscription“Standard”watchlist items: 20 | $39/mo“Terminal - Pro (Monthly)”financials history (annual): 15 · financials history (quarterly): 20 · +10 more |
| Top plan | Subscription“Pro”watchlist items: 100 | $199/mo“Terminal - Enterprise (Monthly)”financials history (annual): 20+ · financials history (quarterly): 40+ · +10 more |
| Custom / enterprise | Contact sales“Enterprise” | Contact sales“API - Paid” |
| Free trial | — | 7 days |
Questions we keep getting
What's the difference between 13F Insight and Fiscal.ai?
13F Insight leans toward data visualizations, watchlist, and institutional ownership, while Fiscal.ai puts more weight on stock ideas, screeners, and stock comparison. They overlap in 9 categories, so for most people it comes down to workflow preference and price.
How much do 13F Insight and Fiscal.ai cost?
Good news: both 13F Insight and Fiscal.ai have free plans, so you can run them side by side and only pay if you hit a wall.
Do 13F Insight and Fiscal.ai have APIs?
Yes, both offer API access, so developers and quants can pull data programmatically or wire up their own integrations.
Should I choose 13F Insight or Fiscal.ai?
It depends on what you're after. Pick 13F Insight if regulatory filings monitoring matter to you; go with Fiscal.ai if you'd rather have stock ideas and screeners. And if you only need the basics both share, let price decide.
What asset classes do 13F Insight and Fiscal.ai cover?
Both cover stocks and ETFs. 13F Insight also handles options and bonds. Fiscal.ai adds mutual funds and funds on top.
Does 13F Insight or Fiscal.ai have real-time data?
Fiscal.ai offers real-time data, which matters if you trade actively. 13F Insight runs on delayed or end-of-day data, which is perfectly fine for longer-term investors who don't live and die by the tick.
Which covers international markets: 13F Insight or Fiscal.ai?
Fiscal.ai has documented international coverage (North America, Europe, APAC, LatAm, and more), so it's the safer bet if you hold non-US stocks. 13F Insight is more region-specific, mainly North America.
Can I export data from 13F Insight and Fiscal.ai?
Fiscal.ai exports to CSV. 13F Insight is stingier about getting data out.
Are 13F Insight and Fiscal.ai good for long-term investing?
Yes, both are aimed squarely at long-term investors. Compare their coverage, workflow, and price before assuming they solve the same long-term research job.
Which has a better stock screener: 13F Insight or Fiscal.ai?
Fiscal.ai has a stock screener for surfacing ideas; 13F Insight doesn't, and focuses its energy elsewhere.
Can I track my portfolio with 13F Insight or Fiscal.ai?
Fiscal.ai handles portfolio tracking. 13F Insight is really a research tool; you'd track your portfolio elsewhere.
Keep researching
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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.