Tool Comparison
Fiscal.ai vs Invesst
- Paid from
- $39/mo
- Free plan
- Yes
- Platforms
- Web, API
Best if
- You want an API so you can script or automate things
- You want stock ideas, stock comparison, and data visualizations.
- You're a long-term investor who cares more about fundamentals than headlines
Start here
Fiscal.ai
Free • From $39/mo · Web · API
- You want an API so you can script or automate things
- You want stock ideas, stock comparison, and data visualizations.
- You're a long-term investor who cares more about fundamentals than headlines
Pick Invesst instead if
Invesst
Free · Web
- Go this way if it's completely free.
Skip both if: Neither one clicks with how you research; there are strong third options.
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Our take
The bottom line
Fiscal.ai and Invesst cover a lot of the same ground (5 shared categories, including screeners, portfolio, and valuation models), so for the basics you won't go far wrong with either. Fiscal.ai simply does more: 29 categories to Invesst's 5, including stock ideas, stock comparison, and data visualizations. Invesst counters by being completely free.
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Fiscal.ai
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Invesst
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Key differences at a glance
- Broker sync
- Invesst
- Free trial
- Fiscal.ai14 days
- Broader coverage
- Fiscal.ai29 vs 5 categories
- API access
- Fiscal.ai
- Free plan
- Both
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.
- Use AI Copilot, summaries, and generated reports for earnings, filings, peer comparisons, 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.
- Run 24 documented Fiscal Skills in MCP clients for financial models, company snapshots, screens, valuation, ownership, fund letters, filings, credit, quality scores, and earnings analysis.
- Trace research back to source filings, transcripts, slides, company news, investor-relations material, and source-to-filing images or PDFs where supported.
What Invesst does best
- Support for asking natural-language investing questions through AI research agents designed for stock, ETF, crypto, market, and portfolio research workflows.
- AI-assisted screeners to filter stocks and ETFs across multiple metrics instead of relying only on static preset lists.
- Tools for building valuation context with automated models such as DCF workflows, predictive analytics, and customizable valuation assumptions.
- Tracking watchlists and market data in a browser-based workspace with a public start-for-free entry point.
- Connections for supported brokerages with read-only portfolio access rather than order placement.
Side by side
Pricing comparison
See for yourself
Side by side
Price, platforms, data, and market coverage.ShowHide
Side by side
| Attribute | ||
|---|---|---|
| Pricing & plans | ||
Starting price | Free • From $39/mo | Free |
Free tier | Yes | Yes |
Free trial | 14 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 | No |
Broker sync | No | Yes |
Integrations | 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 | 29 | 5 |
Regions | North America, Europe, APAC, LatAm, Middle East, Africa | — |
| Data & capabilities | ||
Data quality | 3 signals: Latency: Real-time, 15-min Delayed, and End of Day, Granularity: Tick and EOD +1 more | Latency: Real-time and End of Day and Granularity: EOD |
Data partners | 5 partners: Fiscal.ai Data Feed, S&P Global Market Intelligence +3 more | — |
Capabilities | 4 signals: Custom formulas, Universe builder +2 more | Broker sync |
Security | SOC2 and Status page | — |
| Try it | Visit Fiscal.ai | Visit Invesst |
Standout features
The best features of Fiscal.ai and Invesst.ShowHide
Standout features
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.
- Use AI Copilot, summaries, and generated reports for earnings, filings, peer comparisons, 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.
- Run 24 documented Fiscal Skills in MCP clients for financial models, company snapshots, screens, valuation, ownership, fund letters, filings, credit, quality scores, and earnings analysis.
- Trace research back to source filings, transcripts, slides, company news, investor-relations material, and source-to-filing images or PDFs where supported.
What Invesst does best
- Support for asking natural-language investing questions through AI research agents designed for stock, ETF, crypto, market, and portfolio research workflows.
- AI-assisted screeners to filter stocks and ETFs across multiple metrics instead of relying only on static preset lists.
- Tools for building valuation context with automated models such as DCF workflows, predictive analytics, and customizable valuation assumptions.
- Tracking watchlists and market data in a browser-based workspace with a public start-for-free entry point.
- Connections for supported brokerages with read-only portfolio access rather than order placement.
All details
Every attribute we track for Fiscal.ai and Invesst.ShowHide
All details
| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFsMutual FundsFunds | StocksETFsCryptos |
Experience | BeginnerIntermediateAdvanced | BeginnerIntermediateAdvanced |
Target audience | Retail TradersPro RetailInstitutional InvestorsAnalystsQuants/DevelopersLong-term InvestorsValue InvestorsGrowth Investors+5 more | Not specified |
Regions | North AmericaEuropeAPACLatAmMiddle EastAfrica | Not specified |
Coverage details | Identifiers: Ticker, CUSIP, ISIN, and FIGI | Identifiers: Ticker |
| Data | ||
Data freshness | Real-time15-min DelayedEnd of Day | Real-timeEnd of Day |
Data granularity | TickEOD | EOD |
Data partners | Fiscal.ai Data FeedS&P Global Market IntelligenceMorningstarYChartsPerplexity | Not specified |
| Access & integrations | ||
API protocols | REST | Not specified |
API auth & delivery | Auth: APIKeyWebhooks50 req/minDocs | Not specified |
Import methods | Manual | BrokerOAuth |
Integrations | MCPClaude ConnectorChatGPTCodex CLICursorVS Code CopilotGemini CLIPerplexity+1 more | Not specified |
Export formats | CSVImagePDF | Not specified |
| Plans & trust | ||
Security & compliance | SOC2Status page | Not specified |
Capability signals | Custom formulasUniverse builderCitation pinningAI summaries: Filings, Transcripts, and News | Broker sync |
Vendor & support | Stratosphere Technology Inc.Country: CanadaFounded 2021Support: Email | Invesst Inc.Country: United StatesSupport: Email |
Curation ratings | Methodology 5/5Reliability 4/5UX 5/5 | Methodology 2/5Reliability 3/5UX 3/5 |
Green tags are exclusive to that tool in this comparison.
Pricing
Plans, billing, free trials, and monthly prices.ShowHide
Pricing
| Tier | ||
|---|---|---|
| Free plan | Free“Terminal - Free”financials history (annual): 10 · financials history (quarterly): 6 · +8 more | Free“Open Beta” |
| 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“API - Paid” | — |
| Free trial | 14 days | — |
Alternatives
Free alternatives
Questions we keep getting
What's the difference between Fiscal.ai and Invesst?
Fiscal.ai leans toward stock ideas, screeners, and stock comparison, while Invesst puts more weight on screeners, valuation models, and portfolio. They overlap in 5 categories, so for most people it comes down to workflow preference and price.
How much do Fiscal.ai and Invesst cost?
Good news: both Fiscal.ai and Invesst have free plans, so you can run them side by side and only pay if you hit a wall.
Does Fiscal.ai or Invesst have an API?
Fiscal.ai has an API for programmatic access and custom integrations. Invesst doesn't, so you're working through its interface.
Should I choose Fiscal.ai or Invesst?
It depends on what you're after. Pick Fiscal.ai if stock ideas and stock comparison matter to you; go with Invesst if you prefer its overall approach. And if you only need the basics both share, let price decide.
What asset classes do Fiscal.ai and Invesst cover?
Both cover stocks and ETFs. Fiscal.ai also handles mutual funds and funds. Invesst adds cryptos on top.
Do Fiscal.ai and Invesst offer real-time data?
Yes, both serve real-time market data, so either works when timing matters.
Can I export data from Fiscal.ai and Invesst?
Fiscal.ai exports to CSV. Invesst is stingier about getting data out.
Can Fiscal.ai or Invesst connect to my broker?
Invesst syncs with brokers automatically. With Fiscal.ai, you're entering holdings by hand or importing files.
Which has a better stock screener: Fiscal.ai or Invesst?
Both Fiscal.ai and Invesst 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 Fiscal.ai or Invesst?
Yes, both do portfolio tracking: holdings, performance, and allocation in one place.
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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.