★ BEST INVESTING TOOLS COMPARISON ★
VOL. XCIV, NO. 247
Friday, June 12, 2026
Tool Comparison · Friday, June 12, 2026
13F Insight vs Fiscal.ai
Trying to decide between 13F Insight and Fiscal.ai? Here's how they compare on pricing, features, and platforms — and which one fits the way you invest.
13F Insight
Best for 13d/13g
SEC-filings intelligence platform covering institutional 13F holdings, Form 4 insider trading, and 13D/G beneficial ownership, with watchlists, smart-money alerts, Whale Score, AUM history, consensus holdings, and AI-generated filing insights.
Fiscal.ai
Best for stock ideas and screeners
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), filings/source-to-filing, logos, company news, webhooks and MCP endpoints. Vendor claims 100,000+ global stocks/ETFs/funds, 350,000+ investors, 70+ API customers and SOC 2 Type II. Newsletter: https://newsletter.fiscal.ai.
Outbound links may include affiliate or sponsor codes.
The verdict
The bottom line: 13F Insight and Fiscal.ai cover a lot of the same ground — 12 shared categories, including data visualizations, watchlist, and investor holdings — so for the basics you won't go far wrong with either. Fiscal.ai simply does more — 43 categories to 13F Insight's 13, including stock ideas, screeners, and stock comparison. 13F Insight counters by being completely free.
Key differences at a glance
Free plan
Both
Both have one
Broader coverage
Fiscal.ai
43 vs 13 categories
Real-time data
Fiscal.ai
Fiscal.ai only
Choose
Fiscal.ai if…
- You care about stock ideas, screeners, and stock comparison — things 13F Insight doesn't offer
- You want more under one roof — 43 categories to 13F Insight's 13
- Delayed quotes won't cut it — you need real-time data
Consider alternatives if…
- You'd rather have one tool that does it all.
- Neither price feels right for what you'd get.
Comparison snapshot
Standout features
What 13F Insight does best
- Tracks institutional investors, analyzes 13F filings, and shows what hedge funds are buying and selling.
- Covers SEC 13F institutional holdings, Form 4 insider transactions, and 13D/G beneficial ownership reports.
- Provides AI-generated analysis of position changes, filing summaries, and unusual activity alerts.
- Offers watchlists for both filers and stocks; Free accounts can watchlist 5 items, Standard 20, and Pro 100.
- Standard and Pro plans include email alerts for watchlist activity.
What Fiscal.ai does best
- Modern web-based research terminal with dashboards, customizable watchlists, portfolio views, and visualizations across 100,000+ global stocks, ETFs, mutual funds, and funds.
- Deep fundamentals and segment/KPI coverage, including proprietary KPI feeds for 2,250+ companies in the pricing table and largest 2,300 companies globally by market capitalization in API docs; history depth scales by plan tier.
- AI Copilot for conversational research plus AI summaries and AI-generated reports, designed to speed up earnings, filings, and peer comparisons.
- Fiscal MCP is now documented as a first-class integration surface: Fiscal.ai is an official Claude Connector, and the same Streamable HTTP MCP endpoint works with ChatGPT developer mode, Cursor, Codex CLI, VS Code Copilot, Gemini CLI and other MCP clients via OAuth or API-key bearer auth.
- Fiscal Skills provide packaged analyst workflows for MCP clients, including financials pull, three-statement model, segments/KPIs, comp set, valuation, industry report, ownership activity, filing finder, quality scores and earnings reaction.
Data & access details
| Attribute | 13F Insight | Fiscal.ai |
|---|---|---|
Asset types | StocksETFsOptionsBonds | StocksETFsMutual FundsFunds |
Experience | BeginnerIntermediateAdvanced | BeginnerIntermediateAdvanced |
Regions | North America | North AmericaEuropeAPACLatAmMiddle EastAfrica |
Data freshness | Not specified | Real-time15-min DelayedEnd of Day |
API access | Not specified | REST |
Export formats | Not specified | CSVImagePDF |
Seen enough? The fastest way to decide is to open both and poke around for five minutes.
Pricing breakdown
Tool
13F Insight
—
Starting price
Plans & pricing
Tool
Fiscal.ai
$39/mo
Starting price
Plans & pricing
Coverage overlap
Where the two tools cover the same ground.
What you only get with Fiscal.ai.
Community category leaders
Vote sentiment comparison
Loading sentiment chart...
Still deciding? Get hands-on with both — most plans offer a free tier or trial.
Frequently Asked Questions
What's the difference between 13F Insight and Fiscal.ai?
13F Insight leans toward data visualizations, watchlist, and investor holdings, while Fiscal.ai puts more weight on stock ideas, screeners, and stock comparison. They overlap in 12 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 13d/13g 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 — perfectly fine for longer-term investors who don't live and die by the tick.
Can I export data from 13F Insight and Fiscal.ai?
Fiscal.ai exports to CSV, Image, and PDF. 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, with fundamentals, valuation metrics, and portfolio tracking at the core.
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.
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These profiles share overlapping coverage with both sides of this matchup.
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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.