★ BEST INVESTING TOOLS COMPARISON ★
VOL. XCIV, NO. 247
Tool comparison edition
Tool Comparison
AUM 13F vs Fiscal.ai
Pick AUM 13F instead if
AUM 13F
Free • From $29/mo · Web
- You want the cheaper way in: plans start at $29/mo instead of $39/mo
Start here
Fiscal.ai
Free • From $39/mo · Web · API
- Delayed quotes won't cut it; you need real-time data
- You want an API so you can script or automate things
- You care about stock ideas, screeners, and stock comparison, things AUM 13F 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
AUM 13F and Fiscal.ai cover a lot of the same ground (6 shared categories, including institutional ownership, insider data, and improved filings), so for the basics you won't go far wrong with either. Fiscal.ai simply does more: 29 categories to AUM 13F's 6, including stock ideas, screeners, and stock comparison. AUM 13F counters by starting cheaper at $29/mo.
What readers say
AUM 13F
Vote once to reveal the community verdict.
Fiscal.ai
Vote once to reveal the community verdict.
Key differences at a glance
- Cheaper paid plan
- AUM 13F$29/mo vs $39/mo
- Free trial
- Fiscal.ai14 days
- Broader coverage
- Fiscal.ai29 vs 6 categories
- API access
- Fiscal.ai
- Real-time data
- Fiscal.ai
- Beginner friendly
- Fiscal.ai
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 • From $29/mo | Free • From $39/mo |
Free tier | Yes | Yes |
Free trial | — | 14 days |
Plan limits | Free: daily views: Limited (not disclosed) | 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 | No | Yes |
Broker sync | — | No |
Integrations | — | MCP, Claude Connector +7 more |
| Audience & fit | ||
Experience level | Intermediate, Advanced | Beginner, Intermediate, Advanced |
Best for | Institutional Investors and Analysts | Retail Traders, Pro Retail +11 more |
Categories covered | 6 | 29 |
Regions | — | 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 | — | 6 signals: Custom formulas, Universe builder +4 more |
Security | — | SOC2 and Status page |
| Try it | Visit AUM 13F | Visit Fiscal.ai |
Where each one shines
What AUM 13F and Fiscal.ai each do best.ShowHide
Where each one shines
What AUM 13F and Fiscal.ai each do best.What AUM 13F does best
- Research asset managers using public filing sources such as EDGAR, IAPD, and CAFR-linked records.
- Browse large-manager AUM rankings, firm profiles, AUM history, AUM breakdowns, and manager-level holdings context.
- Filter managers by fund type, tags, location, AUM size, and related public-filing attributes.
- Open firm pages that combine AUM data, Form 13F holdings, sector views, and links to underlying filing documents.
- Use the latest EDGAR filings feed with filing-type filters for 13F, Form D, 8-K, 10-Q, 10-K, insider forms, and other disclosures.
What Fiscal.ai does best
- Research global stocks, ETFs, mutual funds, and funds through dashboards, watchlists, portfolio views, visualizations, fundamentals, estimates, transcripts, filings, news, and event data.
- Use AI Copilot, AI summaries, and AI-generated reports to speed up earnings review, filing review, peer comparison, financial analysis, and company research.
- Analyze fundamentals, ratios, standardized financials, as-reported data, adjusted metrics, segment data, KPIs, analyst estimates, revisions, ratings, and price targets.
- Use 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 AUM 13F and Fiscal.ai, side by side.ShowHide
Every detail we compared
Every tracked attribute for AUM 13F and Fiscal.ai, side by side.| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFsHedge FundsPrivate FundsReal EstateFunds | StocksETFsMutual FundsFunds |
Experience | IntermediateAdvanced | BeginnerIntermediateAdvanced |
Target audience | Institutional InvestorsAnalysts | Retail TradersPro RetailInstitutional InvestorsAnalystsQuants/DevelopersLong-term InvestorsValue InvestorsGrowth Investors+5 more |
Regions | Not specified | North AmericaEuropeAPACLatAmMiddle EastAfrica |
Coverage details | Identifiers: CIK, CUSIP, and Ticker | 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 | Not specified | SOC2Status page |
Capability signals | Not specified | Custom formulasUniverse builderPerformance attributionPortfolio attributionCitation pinningAI summaries: Filings, Transcripts, and News |
Vendor & support | Chen Software LLCSupport: 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 | Freedaily views: Limited (not disclosed) | Free“Terminal - Free”financials history (annual): 10 · financials history (quarterly): 6 · +8 more |
| Entry paid plan | $29/mo“Subscription” | $39/mo“Terminal - Pro (Monthly)”financials history (annual): 15 · financials history (quarterly): 20 · +10 more |
| Top plan | — | $199/mo“Terminal - Enterprise (Monthly)”financials history (annual): 20+ · financials history (quarterly): 40+ · +10 more |
| Custom / enterprise | — | Contact sales“API - Paid” |
| Free trial | — | 14 days |
Questions we keep getting
What's the difference between AUM 13F and Fiscal.ai?
AUM 13F leans toward institutional ownership, insider data, and improved filings, while Fiscal.ai puts more weight on stock ideas, screeners, and stock comparison. They overlap in 6 categories, so for most people it comes down to workflow preference and price.
How much do AUM 13F and Fiscal.ai cost?
Good news: both AUM 13F and Fiscal.ai have free plans, so you can run them side by side and only pay if you hit a wall.
Which is better for beginners: AUM 13F or Fiscal.ai?
Fiscal.ai is the friendlier place to start; its interface takes less getting used to. Both work fine once you're past the basics.
Does AUM 13F or Fiscal.ai have an API?
Fiscal.ai has an API for programmatic access and custom integrations. AUM 13F doesn't, so you're working through its interface.
Should I choose AUM 13F or Fiscal.ai?
It depends on what you're after. Pick AUM 13F if you prefer its overall approach; 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 AUM 13F and Fiscal.ai cover?
Both cover stocks, ETFs, and funds. AUM 13F also handles hedge funds, private funds, and real estate. Fiscal.ai adds mutual funds on top.
Does AUM 13F or Fiscal.ai have real-time data?
Fiscal.ai offers real-time data, which matters if you trade actively. AUM 13F 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.
Can I export data from AUM 13F and Fiscal.ai?
Fiscal.ai exports to CSV. AUM 13F is stingier about getting data out.
Which has a better stock screener: AUM 13F or Fiscal.ai?
Fiscal.ai has a stock screener for surfacing ideas; AUM 13F doesn't, and focuses its energy elsewhere.
Can I track my portfolio with AUM 13F or Fiscal.ai?
Fiscal.ai handles portfolio tracking. AUM 13F is really a research tool; you'd track your portfolio elsewhere.
Keep researching
More comparisons to check
Other tools you might like
Keep Exploring
Feedback
Spot stale pricing, missing features, or a comparison that feels off? Send feedback on the verdict, table, alternatives, or recommendation.
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.