★ BEST INVESTING TOOLS COMPARISON ★
VOL. XCIV, NO. 247
Tool comparison edition
Tool Comparison
Finbox vs Fiscal.ai
Pick Finbox instead if
Finbox
Free • From $120/yr · Web
- You want the cheaper way in: plans start at $10/mo instead of $39/mo
- You care about sheets / excel add-ins, something Fiscal.ai doesn't offer
Start here
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 care about portfolio, ETF analysis, and fund analysis, things Finbox 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
Finbox and Fiscal.ai cover a lot of the same ground (10 shared categories, including stock ideas, screeners, and stock comparison), so for the basics you won't go far wrong with either. Fiscal.ai simply does more: 29 categories to Finbox's 11, including portfolio, ETF analysis, and fund analysis. Finbox counters by starting cheaper at $10/mo.
What readers say
Finbox
Vote once to reveal the community verdict.
Fiscal.ai
Vote once to reveal the community verdict.
Key differences at a glance
- Cheaper paid plan
- Finbox$10/mo vs $39/mo
- Free trial
- Fiscal.ai7 days
- Broader coverage
- Fiscal.ai29 vs 11 categories
- API access
- Fiscal.ai
- Real-time data
- Fiscal.ai
- Asset coverage
- Fiscal.aiAdds mutual funds and funds
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 $120/yr | Free • From $39/mo |
Free tier | Yes | Yes |
Free trial | — | 7 days |
Plan limits | Data Boost (add-on): pricing unit: per region per month | 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 | Microsoft Excel and Google Spreadsheets | 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, Europe, APAC, LatAm, Middle East, Africa | North America, Europe, APAC, LatAm, Middle East, Africa |
| Data & capabilities | ||
Data quality | Granularity: EOD | 3 signals: Latency: Real-time, 15-min Delayed, and End of Day, Granularity: EOD +1 more |
Data partners | S&P Global Market Intelligence | 5 partners: Fiscal.ai Data Feed, S&P Global Market Intelligence +3 more |
Capabilities | Universe builder | 6 signals: Custom formulas, Universe builder +4 more |
Security | — | SOC2 and Status page |
| Try it | Visit Finbox | Visit Fiscal.ai |
Where each one shines
What Finbox and Fiscal.ai each do best.ShowHide
Where each one shines
What Finbox and Fiscal.ai each do best.What Finbox does best
- Screening for 100,000+ stocks across 130+ exchanges with 1,000+ metrics, filters, columns, sorting, saved screens, and watchlist import workflows.
- Research coverage for companies through Data Explorer, Financials Explorer, 10 years of normalized financials, valuation ratios, forecasts, and metric definitions.
- Fair-value estimates backed by valuation models such as DCF, comparable-company analysis, dividend discount models, Earnings Power Value, DuPont Analysis, and cost-of-capital templates.
- Edit financial models online, review validation checks, share model links, and export models to Google Spreadsheets or Excel with formulas intact.
- Tools for building watchlists with custom views, custom columns, bulk ticker import from CSV or Excel, filtering, and per-stock price targets.
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 Finbox and Fiscal.ai, side by side.ShowHide
Every detail we compared
Every tracked attribute for Finbox and Fiscal.ai, side by side.| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFs | StocksETFsMutual FundsFunds |
Experience | BeginnerIntermediateAdvanced | BeginnerIntermediateAdvanced |
Target audience | Retail TradersPro RetailAnalystsFinancial AdvisorsAsset Managers | Retail TradersPro RetailInstitutional InvestorsAnalystsQuants/DevelopersLong-term InvestorsValue InvestorsGrowth Investors+5 more |
Regions | North AmericaEuropeAPACLatAmMiddle EastAfrica | North AmericaEuropeAPACLatAmMiddle EastAfrica |
Coverage details | Identifiers: Ticker | Identifiers: Ticker, CUSIP, ISIN, and FIGI |
| Data | ||
Data freshness | Not specified | Real-time15-min DelayedEnd of Day |
Data granularity | EOD | EOD |
Data partners | S&P Global Market Intelligence | 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 | Manual | Manual |
Integrations | Microsoft ExcelGoogle Spreadsheets | MCPClaude ConnectorChatGPTCodex CLICursorVS Code CopilotGemini CLIPerplexity+1 more |
Export formats | CSVExcel | CSVImagePDF |
| Plans & trust | ||
Security & compliance | Not specified | SOC2Status page |
Capability signals | Universe builder | Custom formulasUniverse builderPerformance attributionPortfolio attributionCitation pinningAI summaries: Filings, Transcripts, and News |
Vendor & support | Support: 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 | Free | Free“Terminal - Free”financials history (annual): 10 · financials history (quarterly): 6 · +8 more |
| Entry paid plan | $120/yr≈ $10/mo“Starter” | $39/mo“Terminal - Pro (Monthly)”financials history (annual): 15 · financials history (quarterly): 20 · +10 more |
| Tier 2 | $300/yr≈ $25/mo“Starter Plus” | $199/mo“Terminal - Enterprise (Monthly)”financials history (annual): 20+ · financials history (quarterly): 40+ · +10 more |
| Top plan | $792/yr≈ $66/mo“Professional” | — |
| Custom / enterprise | — | Contact sales“API - Paid” |
| Free trial | — | 7 days |
Questions we keep getting
What's the difference between Finbox and Fiscal.ai?
Finbox leans toward stock ideas, screeners, and stock comparison, while Fiscal.ai puts more weight on stock ideas, screeners, and stock comparison. They overlap in 10 categories, so for most people it comes down to workflow preference and price.
How much do Finbox and Fiscal.ai cost?
Good news: both Finbox and Fiscal.ai have free plans, so you can run them side by side and only pay if you hit a wall.
Does Finbox or Fiscal.ai have an API?
Fiscal.ai has an API for programmatic access and custom integrations. Finbox doesn't, so you're working through its interface.
Should I choose Finbox or Fiscal.ai?
It depends on what you're after. Pick Finbox if sheets / excel add-ins matter to you; go with Fiscal.ai if you'd rather have portfolio and ETF analysis. And if you only need the basics both share, let price decide.
What asset classes do Finbox and Fiscal.ai cover?
Both cover stocks and ETFs. Fiscal.ai adds mutual funds and funds on top.
Does Finbox or Fiscal.ai have real-time data?
Fiscal.ai offers real-time data, which matters if you trade actively. Finbox 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 Finbox 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: Finbox or Fiscal.ai?
Both Finbox 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 Finbox or Fiscal.ai?
Fiscal.ai handles portfolio tracking. Finbox is really a research tool; you'd track your portfolio elsewhere.
Keep researching
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Feedback
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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.