★ BEST INVESTING TOOLS COMPARISON ★
VOL. XCIV, NO. 247
Source check: ETF Action checked August 4, 2026
Tool Comparison
ETF Action vs Fiscal.ai
Pick ETF Action if
ETF Action
Free • From $29/mo · Web · API
- You want the cheaper way in: plans start at $29/mo instead of $39/mo
- You care about ETF factors, ETF overlap, and backtesting, things Fiscal.ai doesn't offer
Pick Fiscal.ai if
Fiscal.ai
Free • From $39/mo · Web · API
- You care about stock ideas, stock comparison, and fund analysis, things ETF Action 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.
See alternativesOutbound links may include affiliate or sponsor codes.
Our take
The bottom line
ETF Action and Fiscal.ai cover a lot of the same ground (9 shared categories, including ETF analysis, screeners, and data visualizations), so for the basics you won't go far wrong with either. Fiscal.ai simply does more: 29 categories to ETF Action's 13, including stock ideas, stock comparison, and fund analysis. ETF Action counters by starting cheaper at $29/mo.
What readers say
ETF Action
Vote once to reveal the community verdict.
Fiscal.ai
Vote once to reveal the community verdict.
Key differences at a glance
- Cheaper paid plan
- ETF Action$29/mo vs $39/mo
- Free trial
- Fiscal.ai7 days
- Broader coverage
- Fiscal.ai29 vs 13 categories
- Asset coverage
- Fiscal.aiAdds mutual funds and funds
- 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 $29/mo | 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 | Yes | Yes |
Broker sync | No | No |
Integrations | Polygon.io (pricing), Bridge (model trading integration) +1 more | 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 | 13 | 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: Real-time and End of Day, Granularity: EOD +2 more | 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 | 5 signals: Universe builder, Factors: Value, Quality, Momentum, Growth, LowVol, and Size +3 more | 6 signals: Custom formulas, Universe builder +4 more |
Security | — | SOC2 and Status page |
| Try it | Visit ETF Action | Visit Fiscal.ai |
Where each one shines
What ETF Action and Fiscal.ai each do best.ShowHide
Where each one shines
What ETF Action and Fiscal.ai each do best.What ETF Action does best
- Research coverage for ETFs through global category channels covering size and style, regions, countries, sectors, industries, themes, 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.
- Monitoring ETF flows, trading volumes, ADV, daily refreshes, and T+1 flow timing from the platform dashboards.
- Screeners, watchlists, fund dashboards, Excel or CSV exports, and live indicative FMV quote context where plan limits allow.
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 ETF Action and Fiscal.ai, side by side.ShowHide
Every detail we compared
Every tracked attribute for ETF Action and Fiscal.ai, side by side.| 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 | Real-timeEnd of Day | Real-time15-min DelayedEnd of Day |
Data granularity | EOD | 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 | CSV | Manual |
Integrations | Polygon.io (pricing)Bridge (model trading integration)RiverFront (model marketplace/partnership) | MCPClaude ConnectorChatGPTCodex CLICursorVS Code CopilotGemini CLIPerplexity+1 more |
Export formats | ExcelCSVPDF | 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 builderPerformance attributionPortfolio attributionCitation 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.
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“Free / Basic” | 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 |
| Tier 3 | $199/mo“Model Builder” | — |
| Top plan | Subscription“Enterprise” | — |
| Custom / enterprise | — | Contact sales“API - Paid” |
| Free trial | — | 7 days |
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 9 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.
Do ETF Action 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 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 stock comparison. 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.
Do ETF Action 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 ETF Action 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: 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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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.