★ BEST INVESTING TOOLS COMPARISON ★
VOL. XCIV, NO. 247
Tool comparison edition
Tool Comparison
Fey vs Fiscal.ai
Pick Fey instead if
Fey
Contact for pricing · Desktop · Web
- You care about factor exposure, something Fiscal.ai doesn't offer
Start here
Fiscal.ai
Free • From $39/mo · Web · API
- You'd rather start free and only pay if you outgrow it
- You want an API so you can script or automate things
- You care about stock ideas, stock comparison, and data visualizations, things Fey 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
Fey and Fiscal.ai cover a lot of the same ground (12 shared categories, including screeners, portfolio, and watchlist), so for the basics you won't go far wrong with either. Fiscal.ai simply does more: 29 categories to Fey's 13, including stock ideas, stock comparison, and data visualizations. Fey counters by keeping things simpler.
What readers say
Fey
Vote once to reveal the community verdict.
Fiscal.ai
Vote once to reveal the community verdict.
Key differences at a glance
- Free plan
- Fiscal.ai
- Free trial
- Fiscal.ai7 days
- Broader coverage
- Fiscal.ai29 vs 13 categories
- Desktop app
- Fey
- API access
- Fiscal.ai
- Broker sync
- Fey
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 | Contact for pricing | Free • From $39/mo |
Free tier | No | 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 |
Desktop app | Yes | No |
Mobile app | No | No |
API access | No | Yes |
Broker sync | Yes | No |
Integrations | Plaid, Interactive Brokers +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 | North America, Europe, APAC, LatAm, Middle East, Africa |
| Data & capabilities | ||
Data quality | 5 signals: Latency: Real-time and End of Day, Granularity: Minute and EOD +3 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, Growth, Momentum, Quality, and Size +3 more | 6 signals: Custom formulas, Universe builder +4 more |
Security | Data residency: Other | SOC2 and Status page |
| Try it | Visit Fey | Visit Fiscal.ai |
Where each one shines
What Fey and Fiscal.ai each do best.ShowHide
Where each one shines
What Fey and Fiscal.ai each do best.What Fey does best
- Fey as a historical reference for AI investing UX rather than a live product to buy; standalone signups are closed after the Wealthsimple acquisition.
- Research tools for studying its Finder workflow, which turned plain-English prompts like undervalued tech with insider buying into editable stock screens.
- Comparison tools for AI earnings workflows, including instant press-release summaries, live earnings calls, transcripts, and transcript summaries.
- Views for reviewing how Fey approached SEC filing research with on-demand AI summaries for 10-K and 10-Q sections such as revenue, strengths, challenges, and risks.
- The Portfolio Analyze concept as a model for benchmarking holdings, surfacing factor tilts, scanning mispricings, and prioritizing P&L-relevant headlines.
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 Fey and Fiscal.ai, side by side.ShowHide
Every detail we compared
Every tracked attribute for Fey and Fiscal.ai, side by side.| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFs | StocksETFsMutual FundsFunds |
Experience | BeginnerIntermediateAdvanced | BeginnerIntermediateAdvanced |
Target audience | Not specified | Retail TradersPro RetailInstitutional InvestorsAnalystsQuants/DevelopersLong-term InvestorsValue InvestorsGrowth Investors+5 more |
Regions | North America | North AmericaEuropeAPACLatAmMiddle EastAfrica |
Coverage details | Countries: US and CAIdentifiers: Ticker | Identifiers: Ticker, CUSIP, ISIN, and FIGI |
| Data | ||
Data freshness | Real-timeEnd of Day | Real-time15-min DelayedEnd of Day |
Data granularity | MinuteEOD | 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 | BrokerOAuthPlaidManual | Manual |
Integrations | PlaidInteractive BrokersE*TRADE | MCPClaude ConnectorChatGPTCodex CLICursorVS Code CopilotGemini CLIPerplexity+1 more |
Export formats | Excel | CSVImagePDF |
| Plans & trust | ||
Security & compliance | Data residency: Other | SOC2Status page |
Capability signals | Universe builderFactors: Value, Growth, Momentum, Quality, and SizeBroker syncPortfolio factor exposureAI summaries: Filings, Transcripts, and News | Custom formulasUniverse builderPerformance attributionPortfolio attributionCitation pinningAI summaries: Filings, Transcripts, and News |
Vendor & support | Fey Labs, Inc.Country: CanadaFounded 2021Support: Email | Stratosphere Technology Inc.Country: CanadaFounded 2021Support: Email |
Curation ratings | Methodology 3/5Reliability 4/5UX 5/5 | 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“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“Standalone Fey” | Contact sales“API - Paid” |
| Free trial | — | 7 days |
Questions we keep getting
What's the difference between Fey and Fiscal.ai?
Fey leans toward screeners, portfolio, and watchlist, while Fiscal.ai puts more weight on stock ideas, screeners, and stock comparison. They overlap in 12 categories, so for most people it comes down to workflow preference and price.
Is Fey or Fiscal.ai free to use?
Fiscal.ai has a free tier, so you can get started without paying anything. Fey is paid-only. If budget matters, start with Fiscal.ai and see how far it takes you before opening your wallet.
Does Fey or Fiscal.ai have an API?
Fiscal.ai has an API for programmatic access and custom integrations. Fey doesn't, so you're working through its interface.
Should I choose Fey or Fiscal.ai?
It depends on what you're after. Pick Fey if 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 Fey and Fiscal.ai cover?
Both cover stocks and ETFs. Fiscal.ai adds mutual funds and funds on top.
Do Fey and Fiscal.ai offer real-time data?
Yes, both serve real-time market data, so either works when timing matters.
Which covers international markets: Fey 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. Fey is more region-specific, mainly North America.
Can I export data from Fey and Fiscal.ai?
Yes, both export to spreadsheets (Fey: Excel; Fiscal.ai: CSV), which is handy if you like running your own numbers.
Can Fey or Fiscal.ai connect to my broker?
Fey syncs with brokers automatically. With Fiscal.ai, you're entering holdings by hand or importing files.
Which has a better stock screener: Fey or Fiscal.ai?
Both Fey 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 Fey or Fiscal.ai?
Yes, both do portfolio tracking: holdings, performance, and allocation in one place.
Keep researching
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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.