VOL. XCIV, NO. 247

★ FINANCIAL TOOLS & SERVICES DIRECTORY ★

PRICE: 5 CENTS

Sunday, October 5, 2025

View Fiscal.aiView InvesstBack to Home

Head-to-head

Fiscal.ai vs Invesst comparison

Compare pricing, supported platforms, categories, and standout capabilities to decide which tool fits your workflow.

Quick takeaways

Fiscal.ai adds Data Visualizations, Stock Comparison, Watchlist, Alerts, Calendar, Dividends, Splits, Financials, Transcripts, ETF Overview, ETF Holdings, ETF Performance, Analyst Forecasts, Analyst Recommendations, Analyst Price Targets, Insider Data, Institutional Data, 13F, and Data APIs coverage that Invesst skips.

Invesst includes AI, and AI Chat 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..

Invesst is known for: AI-driven investment research with natural-language agents and data-rich search capabilities., Automated valuation models including DCF, along with predictive analytics and customizable screeners., and Real-time market data for stocks and ETFs, plus filtering tools across multiple metrics..

Fiscal.ai has a free tier, while Invesst requires a paid plan.

Fiscal.ai ships a mobile app. Invesst is web/desktop only.

Fiscal.ai logo

Fiscal.ai

fiscal.ai

Editor’s pick Hands-on review

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.

Platforms

Web
Mobile
API

Pricing

Free
Subscription

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)

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Invesst logo

Invesst

invesst.ai

Hands-on review

An AI-first research platform with screeners, automated DCF and valuation tools, and real-time market data. The site highlights “Universal Brokerage Integrations” for read-only portfolio insights. Currently in open beta with a “Start for Free” option, though full pricing is only described in the Terms as monthly or annual subscriptions. Security claims include SOC2, ISO 27001, and GDPR compliance, with a linked Trust Report (unverified).

Platforms

Web

Pricing

Subscription

Quick highlights

  • AI-driven investment research with natural-language agents and data-rich search capabilities.
  • Automated valuation models including DCF, along with predictive analytics and customizable screeners.
  • Real-time market data for stocks and ETFs, plus filtering tools across multiple metrics.
  • Portfolio insights through read-only brokerage linking, marketed as “Universal Brokerage Integrations.”
  • Public security claims include SOC2, ISO 27001, and GDPR, along with a published Trust Report.

Community votes (overall)

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Overlap

Shared focus areas

3 overlaps

Mutual strengths include Screeners, Portfolio, and Valuation Models.

Where they differ

Fiscal.ai

Distinct strengths include:

Data Visualizations
Stock Comparison
Watchlist
Alerts
Calendar
Dividends
Splits
Financials
  • 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.

Invesst

Distinct strengths include:

AI
AI Chat
  • AI-driven investment research with natural-language agents and data-rich search capabilities.
  • Automated valuation models including DCF, along with predictive analytics and customizable screeners.
  • Real-time market data for stocks and ETFs, plus filtering tools across multiple metrics.
  • Portfolio insights through read-only brokerage linking, marketed as “Universal Brokerage Integrations.”

Feature-by-feature breakdown

AttributeFiscal.aiInvesst
Categories

Which research workflows each platform targets

Shared: Screeners, Portfolio, Valuation Models

Unique: Data Visualizations, Stock Comparison, Watchlist, Alerts, Calendar, Dividends, Splits, Financials, Transcripts, ETF Overview, ETF Holdings, ETF Performance, Analyst Forecasts, Analyst Recommendations, Analyst Price Targets, Insider Data, Institutional Data, 13F, Data APIs

Shared: Screeners, Portfolio, Valuation Models

Unique: AI, AI Chat

Asset types

Supported asset classes and universes

Stocks, ETFs, Mutual Funds

Stocks, ETFs, Cryptos

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

Pricing

High-level pricing models

Free, Subscription

Subscription

Key features

Core capabilities called out by each vendor

Unique

  • 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.
  • Ownership datasets spanning insider transactions, institutional holdings, and 13F filings.

Unique

  • AI-driven investment research with natural-language agents and data-rich search capabilities.
  • Automated valuation models including DCF, along with predictive analytics and customizable screeners.
  • Real-time market data for stocks and ETFs, plus filtering tools across multiple metrics.
  • Portfolio insights through read-only brokerage linking, marketed as “Universal Brokerage Integrations.”
  • Public security claims include SOC2, ISO 27001, and GDPR, along with a published Trust Report.
  • Currently browser-only; accessible via open beta with “Start for Free” and “Try Open Beta” calls to action.
Tested

Verified by hands-on testing inside Find My Moat

Yes

Yes

Editor pick

Featured inside curated shortlists

Highlighted

Standard listing

Frequently Asked Questions

Which workflows do Fiscal.ai and Invesst both support?

Both platforms cover Screeners, Portfolio, and Valuation Models workflows, so you can research those use cases in either tool before digging into the feature differences below.

Which tool offers a free plan?

Fiscal.ai offers a free entry point, while Invesst requires a paid subscription. Review the pricing table to see how the paid tiers compare.

Which tool has mobile access?

Fiscal.ai ships a dedicated mobile experience, while Invesst focuses on web or desktop access.

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 Invesst stands out for AI-driven investment research with natural-language agents and data-rich search capabilities., Automated valuation models including DCF, along with predictive analytics and customizable screeners., and Real-time market data for stocks and ETFs, plus filtering tools across multiple metrics..

Keep exploring

Stay on top of related tools

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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.