Tool Comparison
ETF Action vs Fiscal.ai
- Paid from
- $29/mo
- Free plan
- Yes
- Platforms
- Web
Best if
- You want the cheaper way in: plans start at $29/mo instead of $39/mo
- You want ETF factors, ETF overlap, and ETF screeners.
- Paid from
- $39/mo
- Free plan
- Yes
- Platforms
- Web, API
Best if
- Delayed quotes won't cut it; you need real-time data
- You want an API so you can script or automate things
- You want stock ideas, screeners, and stock comparison.
Pick ETF Action if
ETF Action
Free • From $29/mo · Web
- You want the cheaper way in: plans start at $29/mo instead of $39/mo
- You want ETF factors, ETF overlap, and ETF screeners.
Pick Fiscal.ai if
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 want stock ideas, screeners, and stock comparison.
Skip both if: Neither one clicks with how you research; there are strong third options.
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Our take
The bottom line
ETF Action and Fiscal.ai cover a lot of the same ground (7 shared categories, including ETF analysis, data visualizations, and portfolio), so for the basics you won't go far wrong with either. Fiscal.ai simply does more: 29 categories to ETF Action's 12, including stock ideas, screeners, and stock comparison. ETF Action counters by starting cheaper at $29/mo.
What readers say
ETF Action
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Fiscal.ai
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Key differences at a glance
- Cheaper paid plan
- ETF Action$29/mo vs $39/mo
- Free trial
- Fiscal.ai14 days
- Broader coverage
- Fiscal.ai29 vs 12 categories
- API access
- Fiscal.ai
- Real-time data
- Fiscal.ai
- Asset coverage
- Fiscal.aiAdds mutual funds and funds
What ETF Action does best
- Research ETFs by size and style, region, country, sector, industry, theme, fixed income, non-traditional assets, commodities, and crypto.
- Look-through holdings analytics to inspect factor, style, sector, industry, country, and concentration exposure inside funds and models.
- Comparison tools for ETF overlap across individual funds or full model portfolios to understand hidden duplication and concentration risk.
- Monitor ETF flows, trading volume, average daily volume, and daily data updates from platform dashboards.
- Screeners, watchlists, fund dashboards, and Excel exports are available subject to plan limits.
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 | Free • From $29/mo | Free • From $39/mo |
Free tier | Yes | 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 | No |
Integrations | — | MCP, Claude Connector +7 more |
| Audience & fit | ||
Experience level | Beginner, Intermediate, Advanced | Beginner, Intermediate, Advanced |
Best for | — | Retail Traders, Pro Retail +11 more |
Categories covered | 12 | 29 |
Regions | North America, Europe, APAC, LatAm, Middle East, Africa | North America, Europe, APAC, LatAm, Middle East, Africa |
| Data & capabilities | ||
Data quality | 4 signals: Latency: End of Day, Granularity: EOD +2 more | 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 | 5 signals: Universe builder, Factors: Value, Quality, Momentum, Growth, LowVol, and Size +3 more | 4 signals: Custom formulas, Universe builder +2 more |
Security | — | SOC2 and Status page |
| Try it | Visit ETF Action | Visit Fiscal.ai |
Standout features
The best features of ETF Action and Fiscal.ai.ShowHide
Standout features
What ETF Action does best
- Research ETFs by size and style, region, country, sector, industry, theme, fixed income, non-traditional assets, commodities, and crypto.
- Look-through holdings analytics to inspect factor, style, sector, industry, country, and concentration exposure inside funds and models.
- Comparison tools for ETF overlap across individual funds or full model portfolios to understand hidden duplication and concentration risk.
- Monitor ETF flows, trading volume, average daily volume, and daily data updates from platform dashboards.
- Screeners, watchlists, fund dashboards, and Excel exports are available subject to plan limits.
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 ETF Action and Fiscal.ai.ShowHide
All details
| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | ETFsStocks | StocksETFsMutual FundsFunds |
Experience | BeginnerIntermediateAdvanced | BeginnerIntermediateAdvanced |
Target audience | Not specified | Retail TradersPro RetailInstitutional InvestorsAnalystsQuants/DevelopersLong-term InvestorsValue InvestorsGrowth Investors+5 more |
Regions | North AmericaEuropeAPACLatAmMiddle EastAfrica | North AmericaEuropeAPACLatAmMiddle EastAfrica |
Coverage details | Exchanges: ARCX, XNAS, and BATSIdentifiers: Ticker | Identifiers: Ticker, CUSIP, ISIN, and FIGI |
| Data | ||
Data freshness | End of Day | Real-time15-min DelayedEnd of Day |
Data granularity | EOD | 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 | ExcelPDF | CSVImagePDF |
| Plans & trust | ||
Security & compliance | Not specified | SOC2Status page |
Capability signals | Universe builderFactors: Value, Quality, Momentum, Growth, LowVol, and SizeFactor exposureRebalancingPortfolio factor exposure | Custom formulasUniverse builderCitation pinningAI summaries: Filings, Transcripts, and News |
Vendor & support | ETF Action, Inc.Country: USFounded 2018Support: Email | Stratosphere Technology Inc.Country: CanadaFounded 2021Support: Email |
Curation ratings | Methodology 3/5Reliability 4/5UX 4/5 | 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 | Free“Terminal - Free”financials history (annual): 10 · financials history (quarterly): 6 · +8 more |
| Entry paid plan | $29/mo“DIY” | $39/mo“Terminal - Pro (Monthly)”financials history (annual): 15 · financials history (quarterly): 20 · +10 more |
| Tier 2 | $99/mo“Advisor Pro” | $199/mo“Terminal - Enterprise (Monthly)”financials history (annual): 20+ · financials history (quarterly): 40+ · +10 more |
| Top plan | $199/mo“Model Builder” | — |
| Custom / enterprise | Contact sales“Enterprise” | Contact sales“API - Paid” |
| Free trial | — | 14 days |
Alternatives
Free alternatives
Questions we keep getting
What's the difference between ETF Action and Fiscal.ai?
ETF Action leans toward ETF analysis, ETF factors, and ETF overlap, while Fiscal.ai puts more weight on stock ideas, screeners, and stock comparison. They overlap in 7 categories, so for most people it comes down to workflow preference and price.
How much do ETF Action and Fiscal.ai cost?
Good news: both ETF Action and Fiscal.ai have free plans, so you can run them side by side and only pay if you hit a wall.
Does ETF Action or Fiscal.ai have an API?
Fiscal.ai has an API for programmatic access and custom integrations. ETF Action doesn't, so you're working through its interface.
Should I choose ETF Action or Fiscal.ai?
It depends on what you're after. Pick ETF Action if ETF factors and ETF overlap 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 ETF Action and Fiscal.ai cover?
Both cover ETFs and stocks. Fiscal.ai adds mutual funds and funds on top.
Does ETF Action or Fiscal.ai have real-time data?
Fiscal.ai offers real-time data, which matters if you trade actively. ETF Action 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 ETF Action and Fiscal.ai?
Yes, both export to spreadsheets (ETF Action: Excel; Fiscal.ai: CSV), which is handy if you like running your own numbers.
Which has a better stock screener: ETF Action or Fiscal.ai?
Both ETF Action and Fiscal.ai include stock screeners, and they differ more in interface than raw power; try both and see which one clicks for you.
Can I track my portfolio with ETF Action or Fiscal.ai?
Yes, both do portfolio tracking: holdings, performance, and allocation in one place.
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