★ BEST INVESTING TOOLS COMPARISON ★
VOL. XCIV, NO. 247
Source check: DATAROMA checked August 4, 2026
Tool Comparison
DATAROMA vs Fiscal.ai
Pick DATAROMA instead if
DATAROMA
Free · Web
- Go this way if it's completely free.
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 screeners, stock comparison, and data visualizations, things DATAROMA 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
DATAROMA and Fiscal.ai cover a lot of the same ground (3 shared categories, stock ideas, institutional ownership, and insider data), so for the basics you won't go far wrong with either. Fiscal.ai simply does more: 29 categories to DATAROMA's 3, including screeners, stock comparison, and data visualizations. DATAROMA counters by being completely free.
What readers say
DATAROMA
Vote once to reveal the community verdict.
Fiscal.ai
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Key differences at a glance
- Real-time data
- Fiscal.ai
- Free trial
- Fiscal.ai7 days
- Broader coverage
- Fiscal.ai29 vs 3 categories
- API access
- Fiscal.ai
- Global coverage
- Fiscal.ai
- Asset coverage
- Fiscal.aiAdds mutual funds and funds
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 | Free • From $39/mo |
Free tier | Yes | Yes |
Free trial | — | 7 days |
Plan limits | — | 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 | Beginner, Intermediate, Advanced | Beginner, Intermediate, Advanced |
Best for | Retail Traders, Pro Retail +4 more | Retail Traders, Pro Retail +11 more |
Categories covered | 3 | 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 | — | 6 signals: Custom formulas, Universe builder +4 more |
Security | — | SOC2 and Status page |
| Try it | Visit DATAROMA | Visit Fiscal.ai |
Where each one shines
What DATAROMA and Fiscal.ai each do best.ShowHide
Where each one shines
What DATAROMA and Fiscal.ai each do best.What DATAROMA does best
- Browsing access to curated superinvestor portfolios from well-known value investors and see each manager's reported holdings in one simple table.
- Views for reviewing position size, portfolio weight, share count, reported price, current price, activity labels, and 52-week context for tracked holdings.
- Comparison tools for quarter-based portfolio changes, top buys, top sells, and manager-level activity from public filing data.
- The Superinvestor Holdings Summary and Grand Portfolio views to see which stocks appear across multiple tracked investors.
- Stock pages for Super Investor Stats, ownership count, rank across tracked portfolios, and related insider buying or selling summaries.
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 DATAROMA and Fiscal.ai, side by side.ShowHide
Every detail we compared
Every tracked attribute for DATAROMA and Fiscal.ai, side by side.| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFs | StocksETFsMutual FundsFunds |
Experience | BeginnerIntermediateAdvanced | BeginnerIntermediateAdvanced |
Target audience | Retail TradersPro RetailLong-term InvestorsValue InvestorsAnalystsStudents/Researchers | Retail TradersPro RetailInstitutional InvestorsAnalystsQuants/DevelopersLong-term InvestorsValue InvestorsGrowth Investors+5 more |
Regions | North America | North AmericaEuropeAPACLatAmMiddle EastAfrica |
Coverage details | Identifiers: 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 | Not specified | 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 | — | Free“Terminal - Free”financials history (annual): 10 · financials history (quarterly): 6 · +8 more |
| Entry paid plan | — | $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 | — | 7 days |
Questions we keep getting
What's the difference between DATAROMA and Fiscal.ai?
DATAROMA leans toward stock ideas, institutional ownership, and insider data, while Fiscal.ai puts more weight on stock ideas, screeners, and stock comparison. They overlap in 3 categories, so for most people it comes down to workflow preference and price.
How much do DATAROMA and Fiscal.ai cost?
Good news: both DATAROMA and Fiscal.ai have free plans, so you can run them side by side and only pay if you hit a wall.
Does DATAROMA or Fiscal.ai have an API?
Fiscal.ai has an API for programmatic access and custom integrations. DATAROMA doesn't, so you're working through its interface.
Should I choose DATAROMA or Fiscal.ai?
It depends on what you're after. Pick DATAROMA if you prefer its overall approach; go with Fiscal.ai if you'd rather have screeners and stock comparison. And if you only need the basics both share, let price decide.
What asset classes do DATAROMA and Fiscal.ai cover?
Both cover stocks and ETFs. Fiscal.ai adds mutual funds and funds on top.
Does DATAROMA or Fiscal.ai have real-time data?
Fiscal.ai offers real-time data, which matters if you trade actively. DATAROMA 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: DATAROMA 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. DATAROMA is more region-specific, mainly North America.
Can I export data from DATAROMA and Fiscal.ai?
Fiscal.ai exports to CSV. DATAROMA is stingier about getting data out.
Are DATAROMA 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: DATAROMA or Fiscal.ai?
Fiscal.ai has a stock screener for surfacing ideas; DATAROMA doesn't, and focuses its energy elsewhere.
Can I track my portfolio with DATAROMA or Fiscal.ai?
Fiscal.ai handles portfolio tracking. DATAROMA 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.