Tool Comparison
edmundSEC vs Fiscal.ai
- Paid from
- $39/mo
- Free plan
- Yes
- Platforms
- Web, API
Best if
- You'd rather start free and only pay if you outgrow it
- Delayed quotes won't cut it; you need real-time data
- You want an API so you can script or automate things
Pick edmundSEC instead if
edmundSEC
Subscription · Web
- Go this way if you prefer a simpler, more focused tool.
Start here
Fiscal.ai
Free • From $39/mo · Web · API
- You'd rather start free and only pay if you outgrow it
- Delayed quotes won't cut it; you need real-time data
- You want an API so you can script or automate things
Skip both if: Neither one clicks with how you research; there are strong third options.
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Our take
The bottom line
edmundSEC and Fiscal.ai cover a lot of the same ground (4 shared categories, including improved filings, transcripts, and AI chat), so for the basics you won't go far wrong with either. Fiscal.ai simply does more: 29 categories to edmundSEC's 4, including stock ideas, screeners, and stock comparison. edmundSEC counters by keeping things simpler.
What readers say
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Key differences at a glance
- Free plan
- Fiscal.ai
- Free trial
- Fiscal.ai14 days
- Broader coverage
- Fiscal.ai29 vs 4 categories
- API access
- Fiscal.ai
- Real-time data
- Fiscal.ai
- Asset coverage
- Fiscal.aiAdds ETFs and mutual funds
What edmundSEC does best
- Search across company filings and earnings transcripts with an AI-assisted research interface.
- Work with SEC filings such as 10-Ks, 10-Qs, and 8-Ks alongside earnings transcript coverage.
- TRANSCRIPT-IQ to turn earnings transcripts into cited summaries for faster call review.
- Key Topic Discovery to find cited qualitative themes across companies and documents.
- Support for asking questions of a single filing or transcript when you need document-specific answers before reading the full source.
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.
- Use AI Copilot, summaries, and generated reports for earnings, filings, peer comparisons, 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.
- Run 24 documented Fiscal Skills in MCP clients for financial models, company snapshots, screens, valuation, ownership, fund letters, filings, credit, quality scores, and earnings analysis.
- Trace research back to source filings, transcripts, slides, company news, investor-relations material, and source-to-filing images or PDFs where supported.
Side by side
Pricing comparison
See for yourself
Side by side
Price, platforms, data, and market coverage.ShowHide
Side by side
| Attribute | ||
|---|---|---|
| Pricing & plans | ||
Starting price | Subscription | Free • From $39/mo |
Free tier | No | Yes |
Free trial | — | 14 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 | Analysts | Retail Traders, Pro Retail +11 more |
Categories covered | 4 | 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: Tick and EOD +1 more |
Data partners | — | 5 partners: Fiscal.ai Data Feed, S&P Global Market Intelligence +3 more |
Capabilities | AI summaries: Transcripts | 4 signals: Custom formulas, Universe builder +2 more |
Security | — | SOC2 and Status page |
| Try it | Visit edmundSEC | Visit Fiscal.ai |
Standout features
The best features of edmundSEC and Fiscal.ai.ShowHide
Standout features
What edmundSEC does best
- Search across company filings and earnings transcripts with an AI-assisted research interface.
- Work with SEC filings such as 10-Ks, 10-Qs, and 8-Ks alongside earnings transcript coverage.
- TRANSCRIPT-IQ to turn earnings transcripts into cited summaries for faster call review.
- Key Topic Discovery to find cited qualitative themes across companies and documents.
- Support for asking questions of a single filing or transcript when you need document-specific answers before reading the full source.
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.
- Use AI Copilot, summaries, and generated reports for earnings, filings, peer comparisons, 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.
- Run 24 documented Fiscal Skills in MCP clients for financial models, company snapshots, screens, valuation, ownership, fund letters, filings, credit, quality scores, and earnings analysis.
- Trace research back to source filings, transcripts, slides, company news, investor-relations material, and source-to-filing images or PDFs where supported.
All details
Every attribute we track for edmundSEC and Fiscal.ai.ShowHide
All details
| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | Stocks | StocksETFsMutual FundsFunds |
Experience | BeginnerIntermediateAdvanced | BeginnerIntermediateAdvanced |
Target audience | Analysts | Retail TradersPro RetailInstitutional InvestorsAnalystsQuants/DevelopersLong-term InvestorsValue InvestorsGrowth Investors+5 more |
Regions | Not specified | North AmericaEuropeAPACLatAmMiddle EastAfrica |
Coverage details | Not specified | Identifiers: Ticker, CUSIP, ISIN, and FIGI |
| Data | ||
Data freshness | Not specified | Real-time15-min DelayedEnd of Day |
Data granularity | Not specified | TickEOD |
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 | AI summaries: Transcripts | Custom formulasUniverse builderCitation pinningAI summaries: Filings, Transcripts, and News |
Vendor & support | edmundSEC | 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.
Pricing
Plans, billing, free trials, and monthly prices.ShowHide
Pricing
| 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 | — | 14 days |
Alternatives
Free alternatives
Questions we keep getting
What's the difference between edmundSEC and Fiscal.ai?
edmundSEC leans toward improved filings, transcripts, and AI chat, while Fiscal.ai puts more weight on stock ideas, screeners, and stock comparison. They overlap in 4 categories, so for most people it comes down to workflow preference and price.
Is edmundSEC or Fiscal.ai free to use?
Fiscal.ai has a free tier, so you can get started without paying anything. edmundSEC is paid-only. If budget matters, start with Fiscal.ai and see how far it takes you before opening your wallet.
Does edmundSEC or Fiscal.ai have an API?
Fiscal.ai has an API for programmatic access and custom integrations. edmundSEC doesn't, so you're working through its interface.
Should I choose edmundSEC or Fiscal.ai?
It depends on what you're after. Pick edmundSEC 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 edmundSEC and Fiscal.ai cover?
Both cover stocks. Fiscal.ai adds ETFs, mutual funds, and funds on top.
Does edmundSEC or Fiscal.ai have real-time data?
Fiscal.ai offers real-time data, which matters if you trade actively. edmundSEC 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 edmundSEC and Fiscal.ai?
Fiscal.ai exports to CSV. edmundSEC is stingier about getting data out.
Which has a better stock screener: edmundSEC or Fiscal.ai?
Fiscal.ai has a stock screener for surfacing ideas; edmundSEC doesn't, and focuses its energy elsewhere.
Can I track my portfolio with edmundSEC or Fiscal.ai?
Fiscal.ai handles portfolio tracking. edmundSEC is really a research tool; you'd track your portfolio elsewhere.
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