Fiscal.ai adds Data Visualizations, Watchlist, Dividends, Splits, ETF Performance, Analyst Forecasts, Analyst Recommendations, Analyst Price Targets, Institutional Data, and Data APIs coverage that GuruFocus skips.
VOL. XCIV, NO. 247
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Sunday, October 5, 2025
Head-to-head
Fiscal.ai vs GuruFocus comparison
Compare pricing, supported platforms, categories, and standout capabilities to decide which tool fits your workflow.
Quick takeaways
GuruFocus includes Stock Ideas, Backtesting, Investor Holdings, US Government Trades, News, GDP, Interest Rates, Inflation Rates, Unemployment Rates, Commitment of Traders (COT), Yield Curves, Scores, APIs & SDKs, and Sheets / Excel Add-ins categories that Fiscal.ai omits.
Fiscal.ai highlights: Global market coverage for more than 100,000 stocks, ETFs, and funds., Detailed company fundamentals including segments and KPIs for over 2,000 firms, with historical depth expanding by plan tier., and AI Copilot and automated summaries to speed up research; monthly prompt allowances scale with subscription level, with custom summaries on higher tiers..
GuruFocus is known for: All-in-One Screener with hundreds of filters, historical screening, and custom filter creation., Backtesting with survivorship-bias-free data. Windows vary by plan: up to 3 years for Premium and up to 10 years for Premium Plus. Global coverage spans 80+ countries., and Guru portfolios tracking 13F and mutual fund holdings, real-time picks, and portfolio downloads to Excel..
Fiscal.ai
fiscal.ai
A global equities and funds data platform enhanced with AI-driven summaries and Copilot tools. Features range from screeners and dashboards to analyst estimates, ownership datasets, and filings. Plans are gated by data history, AI prompt limits, event counts, and export access. Enterprise unlocks click-through auditability into source filings and U.S. as-reported views, with exports rolling out internationally. The API provides fundamentals, KPIs, and delayed pricing. SOC 2 Type II certified with a public status page.
Categories
Platforms
Pricing
Quick highlights
- Global market coverage for more than 100,000 stocks, ETFs, and funds.
- Detailed company fundamentals including segments and KPIs for over 2,000 firms, with historical depth expanding by plan tier.
- AI Copilot and automated summaries to speed up research; monthly prompt allowances scale with subscription level, with custom summaries on higher tiers.
- Analyst data including forward estimates, revisions, price targets, and ratings.
- Investor-relations coverage with earnings call audio, transcripts, slide decks, filings, and corporate events, with higher tiers removing event caps.
Community votes (overall)
GuruFocus
gurufocus.com
A global equity research and value-investing platform with robust screening, backtesting, and portfolio tools. Features and data access depend on plan tier—Premium vs. Premium Plus—while enterprise-level users can license data directly via API. Add-ins for Excel and Google Sheets extend workflows, though usage caps apply to lower tiers. Alerts and mobile apps are included across paid plans.
Categories
Platforms
Pricing
Quick highlights
- All-in-One Screener with hundreds of filters, historical screening, and custom filter creation.
- Backtesting with survivorship-bias-free data. Windows vary by plan: up to 3 years for Premium and up to 10 years for Premium Plus. Global coverage spans 80+ countries.
- Guru portfolios tracking 13F and mutual fund holdings, real-time picks, and portfolio downloads to Excel.
- Specialty trackers for insider trading and U.S. politician trades.
- ETF profiles with current and historical holdings, including N-PORT data and timestamps.
Community votes (overall)
Shared focus areas
12 overlapsMutual strengths include Screeners, Stock Comparison, and Portfolio plus 9 more areas.
Where they differ
Fiscal.ai
Distinct strengths include:
- Global market coverage for more than 100,000 stocks, ETFs, and funds.
- Detailed company fundamentals including segments and KPIs for over 2,000 firms, with historical depth expanding by plan tier.
- AI Copilot and automated summaries to speed up research; monthly prompt allowances scale with subscription level, with custom summaries on higher tiers.
- Analyst data including forward estimates, revisions, price targets, and ratings.
GuruFocus
Distinct strengths include:
- All-in-One Screener with hundreds of filters, historical screening, and custom filter creation.
- Backtesting with survivorship-bias-free data. Windows vary by plan: up to 3 years for Premium and up to 10 years for Premium Plus. Global coverage spans 80+ countries.
- Guru portfolios tracking 13F and mutual fund holdings, real-time picks, and portfolio downloads to Excel.
- Specialty trackers for insider trading and U.S. politician trades.
Feature-by-feature breakdown
Attribute | Fiscal.ai | GuruFocus |
---|---|---|
Categories Which research workflows each platform targets | Shared: Screeners, Stock Comparison, Portfolio, Alerts, Calendar, Financials, Transcripts, ETF Overview, ETF Holdings, Insider Data, 13F, Valuation Models Unique: Data Visualizations, Watchlist, Dividends, Splits, ETF Performance, Analyst Forecasts, Analyst Recommendations, Analyst Price Targets, Institutional Data, Data APIs | Shared: Screeners, Stock Comparison, Portfolio, Alerts, Calendar, Financials, Transcripts, ETF Overview, ETF Holdings, Insider Data, 13F, Valuation Models Unique: Stock Ideas, Backtesting, Investor Holdings, US Government Trades, News, GDP, Interest Rates, Inflation Rates, Unemployment Rates, Commitment of Traders (COT), Yield Curves, Scores, APIs & SDKs, Sheets / Excel Add-ins |
Asset types Supported asset classes and universes | Stocks, ETFs, Mutual Funds | Stocks, ETFs, Mutual Funds |
Experience levels Who each product is built for | Beginner, Intermediate, Advanced | Beginner, Intermediate, Advanced |
Platforms Where you can access the product | Web, Mobile, API | Web, Mobile, API |
Pricing High-level pricing models | Free, Subscription | Free, Subscription |
Key features Core capabilities called out by each vendor | Unique
| Unique
|
Tested Verified by hands-on testing inside Find My Moat | Yes | Yes |
Editor pick Featured inside curated shortlists | Highlighted | Highlighted |
Frequently Asked Questions
Which workflows do Fiscal.ai and GuruFocus both support?
Both platforms cover Screeners, Stock Comparison, Portfolio, Alerts, Calendar, Financials, Transcripts, ETF Overview, ETF Holdings, Insider Data, 13F, and Valuation Models workflows, so you can research those use cases in either tool before digging into the feature differences below.
Do Fiscal.ai and GuruFocus require subscriptions?
Both Fiscal.ai and GuruFocus keep freemium access with optional paid upgrades, so you can trial each platform before committing.
How can you access Fiscal.ai and GuruFocus?
Both Fiscal.ai and GuruFocus support web and mobile access, making it easy to keep tabs on research away from the desk.
What unique strengths set the two platforms apart?
Fiscal.ai differentiates itself with Global market coverage for more than 100,000 stocks, ETFs, and funds., Detailed company fundamentals including segments and KPIs for over 2,000 firms, with historical depth expanding by plan tier., and AI Copilot and automated summaries to speed up research; monthly prompt allowances scale with subscription level, with custom summaries on higher tiers., whereas GuruFocus stands out for All-in-One Screener with hundreds of filters, historical screening, and custom filter creation., Backtesting with survivorship-bias-free data. Windows vary by plan: up to 3 years for Premium and up to 10 years for Premium Plus. Global coverage spans 80+ countries., and Guru portfolios tracking 13F and mutual fund holdings, real-time picks, and portfolio downloads to Excel..
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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.