★ BEST INVESTING TOOLS COMPARISON ★
VOL. XCIV, NO. 247
Source check: ETF Insider checked August 4, 2026
Tool Comparison
ETF Insider vs Fiscal.ai
Pick ETF Insider if
ETF Insider
Free • From $14/mo · Web · API
- You want the cheaper way in: plans start at $14/mo instead of $39/mo
- You care about ETF screeners, factor exposure, and risk metrics, 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 watchlist, things ETF Insider 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
ETF Insider and Fiscal.ai cover a lot of the same ground (6 shared categories, including screeners, 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 Insider's 11, including stock ideas, stock comparison, and watchlist. ETF Insider counters by starting cheaper at $14/mo.
What readers say
ETF Insider
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 Insider$14/mo vs $39/mo
- Free trial
- Fiscal.ai7 days
- Broader coverage
- Fiscal.ai29 vs 11 categories
- Global coverage
- Fiscal.ai
- Asset coverage
- Fiscal.aiAdds 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 $14/mo | Free • From $39/mo |
Free tier | Yes | Yes |
Free trial | — | 7 days |
Plan limits | 5 limits: Free: saved portfolios: 4, Free: holdings depth: Limited full holdings data +3 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 | No |
Integrations | — | MCP, Claude Connector +7 more |
| Audience & fit | ||
Experience level | Beginner, Intermediate, Advanced | Beginner, Intermediate, Advanced |
Best for | Retail Traders, Pro Retail +3 more | Retail Traders, Pro Retail +11 more |
Categories covered | 11 | 29 |
Regions | North America | North America, Europe, APAC, LatAm, Middle East, Africa |
| Data & capabilities | ||
Data quality | Latency: Real-time | 3 signals: Latency: Real-time, 15-min Delayed, and End of Day, Granularity: EOD +1 more |
Data partners | SEC EDGAR and Issuer Websites | 5 partners: Fiscal.ai Data Feed, S&P Global Market Intelligence +3 more |
Capabilities | 3 signals: Factor exposure, Portfolio factor exposure +1 more | 6 signals: Custom formulas, Universe builder +4 more |
Security | — | SOC2 and Status page |
| Try it | Visit ETF Insider | Visit Fiscal.ai |
Where each one shines
What ETF Insider and Fiscal.ai each do best.ShowHide
Where each one shines
What ETF Insider and Fiscal.ai each do best.What ETF Insider does best
- Visualizations for ETF, mutual fund, and stock portfolios through a network-style look-through view of underlying holdings.
- Analysis of ETF overlap, fund overlap, sector concentration, geography exposure, market-cap exposure, and single-name concentration risk.
- Portfolio tabs for performance, diversification, asset correlations, beta, fund overlap, and holdings breakdown.
- Screening for ETFs and mutual funds by asset class, geography, theme, provider, sector, performance, and related fund information.
- Comparison tools for portfolio risk and efficiency with standard deviation, beta, diversification labels, Sharpe-ratio views, and efficient-frontier style charts.
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 Insider and Fiscal.ai, side by side.ShowHide
Every detail we compared
Every tracked attribute for ETF Insider and Fiscal.ai, side by side.| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | ETFsMutual FundsStocks | StocksETFsMutual FundsFunds |
Experience | BeginnerIntermediateAdvanced | BeginnerIntermediateAdvanced |
Target audience | Retail TradersPro RetailInstitutional InvestorsLong-term InvestorsIndex/Passive Investors | Retail TradersPro RetailInstitutional InvestorsAnalystsQuants/DevelopersLong-term InvestorsValue InvestorsGrowth Investors+5 more |
Regions | North America | North AmericaEuropeAPACLatAmMiddle EastAfrica |
Coverage details | Countries: USIdentifiers: Ticker | Identifiers: Ticker, CUSIP, ISIN, and FIGI |
| Data | ||
Data freshness | Real-time | Real-time15-min DelayedEnd of Day |
Data granularity | Not specified | EOD |
Data partners | SEC EDGARIssuer Websites | 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 | CSVManual | Manual |
Integrations | Not specified | MCPClaude ConnectorChatGPTCodex CLICursorVS Code CopilotGemini CLIPerplexity+1 more |
Export formats | ImagePDFExcel | CSVImagePDF |
| Plans & trust | ||
Security & compliance | Not specified | SOC2Status page |
Capability signals | Factor exposurePortfolio factor exposureCorrelation | Custom formulasUniverse builderPerformance attributionPortfolio attributionCitation pinningAI summaries: Filings, Transcripts, and News |
Vendor & support | ETF InsiderCountry: IsraelFounded 2022Support: Email | 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 | Freesaved portfolios: 4 · holdings depth: Limited full holdings data | Free“Terminal - Free”financials history (annual): 10 · financials history (quarterly): 6 · +8 more |
| Entry paid plan | $14/mo“Pro”saved portfolios: Unlimited · holdings depth: Unlimited full holdings data · +1 more | $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“Enterprise” | Contact sales“API - Paid” |
| Free trial | — | 7 days |
Questions we keep getting
What's the difference between ETF Insider and Fiscal.ai?
ETF Insider leans toward ETF screeners, screeners, and data visualizations, while Fiscal.ai puts more weight on stock ideas, screeners, and stock comparison. They overlap in 6 categories, so for most people it comes down to workflow preference and price.
How much do ETF Insider and Fiscal.ai cost?
Good news: both ETF Insider and Fiscal.ai have free plans, so you can run them side by side and only pay if you hit a wall.
Do ETF Insider 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 Insider or Fiscal.ai?
It depends on what you're after. Pick ETF Insider if ETF screeners and factor exposure 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 Insider and Fiscal.ai cover?
Both cover ETFs, mutual funds, and stocks. Fiscal.ai adds funds on top.
Do ETF Insider and Fiscal.ai offer real-time data?
Yes, both serve real-time market data, so either works when timing matters.
Which covers international markets: ETF Insider 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. ETF Insider is more region-specific, mainly North America.
Can I export data from ETF Insider and Fiscal.ai?
Yes, both export to spreadsheets (ETF Insider: Excel; Fiscal.ai: CSV), which is handy if you like running your own numbers.
Are ETF Insider 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: ETF Insider or Fiscal.ai?
Both ETF Insider 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 Insider 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.