★ BEST INVESTING TOOLS COMPARISON ★
VOL. XCIV, NO. 247
Source check: Changeflow (Trackly) checked August 4, 2026
Tool Comparison
Changeflow (Trackly) vs Fiscal.ai
Pick Changeflow (Trackly) instead if
Changeflow (Trackly)
Free • From $1188/yr · Web · API · Other
- You care about regulatory filings monitoring, something Fiscal.ai doesn't offer
Start here
Fiscal.ai
Free • From $39/mo · Web · API
- You want the cheaper way in: plans start at $39/mo instead of $99/mo
- You care about stock ideas, screeners, and stock comparison, things Changeflow (Trackly) doesn't offer
- You're a long-term investor who cares more about fundamentals than headlines
Skip both if: Neither one clicks with how you research; there are strong third options.
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Our take
The bottom line
Changeflow (Trackly) and Fiscal.ai cover a lot of the same ground (9 shared categories, including alerts, news, and insider data), so for the basics you won't go far wrong with either. Fiscal.ai simply does more: 29 categories to Changeflow (Trackly)'s 10, including stock ideas, screeners, and stock comparison. Changeflow (Trackly) counters by keeping things simpler.
What readers say
Changeflow (Trackly)
Vote once to reveal the community verdict.
Fiscal.ai
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Key differences at a glance
- Cheaper paid plan
- Fiscal.ai$39/mo vs $99/mo
- Broader coverage
- Fiscal.ai29 vs 10 categories
- 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 • From $1188/yr | Free • From $39/mo |
Free tier | Yes | Yes |
Free trial | 30 days | 7 days |
Plan limits | 17 limits: Free: sources: 3, Professional: sources: 100 +15 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 | Slack, Microsoft Teams +5 more | MCP, Claude Connector +7 more |
| Audience & fit | ||
Experience level | Beginner, Intermediate, Advanced | Beginner, Intermediate, Advanced |
Best for | Institutional Investors, Analysts +3 more | Retail Traders, Pro Retail +11 more |
Categories covered | 10 | 29 |
Regions | North America, Europe, APAC | North America, Europe, APAC, LatAm, Middle East, Africa |
| Data & capabilities | ||
Data quality | Latency: Real-time and Granularity: Minute and EOD | 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 and News | 6 signals: Custom formulas, Universe builder +4 more |
Security | Encryption in transit | SOC2 and Status page |
| Try it | Visit Changeflow (Trackly) | Visit Fiscal.ai |
Where each one shines
What Changeflow (Trackly) and Fiscal.ai each do best.ShowHide
Where each one shines
What Changeflow (Trackly) and Fiscal.ai each do best.What Changeflow (Trackly) does best
- Support for setting up monitoring by pasting a URL and describing the changes you care about in natural language.
- AI summaries and relevance filtering to reduce noisy website-change alerts before an analyst reviews the source.
- Monitoring SEC filings, corporate disclosures, IR pages, regulator pages, policies, PDFs, RSS feeds, JSON, CSV, and other online sources.
- Tracking common EDGAR filing types such as 8-K, 10-K, 10-Q, Form 4, 13F, proxy statements, and S-1 pages where configured.
- Views for reviewing changes through dashboard alerts, email notifications, visual diffs, interactive change history, and saved source versions.
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 Changeflow (Trackly) and Fiscal.ai, side by side.ShowHide
Every detail we compared
Every tracked attribute for Changeflow (Trackly) and Fiscal.ai, side by side.| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksOther | StocksETFsMutual FundsFunds |
Experience | BeginnerIntermediateAdvanced | BeginnerIntermediateAdvanced |
Target audience | Institutional InvestorsAnalystsQuants/DevelopersAsset ManagersHedge Funds | Retail TradersPro RetailInstitutional InvestorsAnalystsQuants/DevelopersLong-term InvestorsValue InvestorsGrowth Investors+5 more |
Regions | North AmericaEuropeAPAC | North AmericaEuropeAPACLatAmMiddle EastAfrica |
Coverage details | 4 countries | Identifiers: Ticker, CUSIP, ISIN, and FIGI |
| Data | ||
Data freshness | Real-time | Real-time15-min DelayedEnd of Day |
Data granularity | MinuteEOD | EOD |
Data partners | Not specified | Fiscal.ai Data FeedS&P Global Market IntelligenceMorningstarYChartsPerplexity |
| Access & integrations | ||
API protocols | REST | REST |
API auth & delivery | Auth: APIKeyWebhooksDocs | Auth: APIKeyWebhooks50 req/minDocs |
Import methods | ManualCSV | Manual |
Integrations | SlackMicrosoft TeamsDiscordZapierMake (Integromat)n8nRSS readers (e.g., Feedly, Inoreader) | MCPClaude ConnectorChatGPTCodex CLICursorVS Code CopilotGemini CLIPerplexity+1 more |
Export formats | CSVJSON | CSVImagePDF |
| Plans & trust | ||
Security & compliance | Encryption in transit | SOC2Status page |
Capability signals | AI summaries: Filings and News | Custom formulasUniverse builderPerformance attributionPortfolio attributionCitation pinningAI summaries: Filings, Transcripts, and News |
Vendor & support | Changeflow Limited (trading as Trackly)Country: United KingdomSupport: Email, Chat, and Phone | 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 | Freesources: 3 | Free“Terminal - Free”financials history (annual): 10 · financials history (quarterly): 6 · +8 more |
| Entry paid plan | $1188/yr≈ $99/mo“Professional”sources: 100 · users: 2 · +6 more | $39/mo“Terminal - Pro (Monthly)”financials history (annual): 15 · financials history (quarterly): 20 · +10 more |
| Top plan | $2988/yr≈ $249/mo“Business”sources: 500 · users: 5 · +5 more | $199/mo“Terminal - Enterprise (Monthly)”financials history (annual): 20+ · financials history (quarterly): 40+ · +10 more |
| Custom / enterprise | Contact sales“Enterprise”minimum check frequency: Every 10 minutes | Contact sales“API - Paid” |
| Free trial | 30 days | 7 days |
Questions we keep getting
What's the difference between Changeflow (Trackly) and Fiscal.ai?
Changeflow (Trackly) leans toward alerts, news, and regulatory filings monitoring, 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 Changeflow (Trackly) and Fiscal.ai cost?
Good news: both Changeflow (Trackly) and Fiscal.ai have free plans, so you can run them side by side and only pay if you hit a wall.
Do Changeflow (Trackly) 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 Changeflow (Trackly) or Fiscal.ai?
It depends on what you're after. Pick Changeflow (Trackly) 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 Changeflow (Trackly) and Fiscal.ai cover?
Both cover stocks. Changeflow (Trackly) also handles other. Fiscal.ai adds ETFs, mutual funds, and funds on top.
Do Changeflow (Trackly) and Fiscal.ai offer real-time data?
Yes, both serve real-time market data, so either works when timing matters.
Can I export data from Changeflow (Trackly) and Fiscal.ai?
Yes, both export to spreadsheets (CSV), which is handy if you like running your own numbers.
Which has a better stock screener: Changeflow (Trackly) or Fiscal.ai?
Fiscal.ai has a stock screener for surfacing ideas; Changeflow (Trackly) doesn't, and focuses its energy elsewhere.
Can I track my portfolio with Changeflow (Trackly) or Fiscal.ai?
Fiscal.ai handles portfolio tracking. Changeflow (Trackly) is really a research tool; you'd track your portfolio elsewhere.
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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.