★ BEST INVESTING TOOLS COMPARISON ★
VOL. XCIV, NO. 247
Tool comparison edition
Tool Comparison
Fiscal.ai vs Koyfin
Pick Fiscal.ai if
Fiscal.ai
Best for stock ideas and stock comparison
Free • From $39/mo · Web · API · 57% positive (30 votes)
- You want an API so you can script or automate things
- You care about stock ideas, stock comparison, and institutional ownership, things Koyfin doesn't offer
- You're a long-term investor who cares more about fundamentals than headlines
Pick Koyfin if
Koyfin
Best for ETF screeners and custom dashboards
Free • From $39/mo · Web · Mobile · 75% positive (24 votes)
- You do a lot of your research from your phone
- You care about ETF screeners, custom dashboards, and correlation, things Fiscal.ai 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.
The verdict
The bottom line
Fiscal.ai and Koyfin cover a lot of the same ground (14 shared categories, including screeners, data visualizations, and portfolio), so for the basics you won't go far wrong with either. Fiscal.ai simply does more: 29 categories to Koyfin's 20, including stock ideas, stock comparison, and institutional ownership. Koyfin counters by keeping things simpler.
Key differences at a glance
- Mobile app
- Koyfin
- Free trial
- Fiscal.ai14 days
- Broader coverage
- Fiscal.ai29 vs 20 categories
- API access
- Fiscal.ai
- Broker sync
- Koyfin
- Free plan
- Both
Comparison snapshot
| Attribute | ||
|---|---|---|
| Pricing & plans | ||
Starting price | Free • From $39/mo | Free • From $39/mo |
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 | 24 limits: Free: watchlists: 2, Free: screens: 2 +22 more |
| Platforms & access | ||
Web app | Yes | Yes |
Mobile app | No | Yes |
API access | Yes | No |
Broker sync | No | Yes |
Integrations | MCP, Claude Connector +7 more | Schwab, Altruist +6 more |
| Audience & fit | ||
Experience level | Beginner, Intermediate, Advanced | Beginner, Intermediate, Advanced |
Best for | Retail Traders, Pro Retail +11 more | Retail Traders, Pro Retail +6 more |
Categories covered | 29 | 20 |
Regions | North America, Europe, APAC, LatAm, Middle East, Africa | 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: EOD +1 more | Latency: Real-time, 15-min Delayed, and End of Day and Adjustments: TotalReturn |
Data partners | 5 partners: Fiscal.ai Data Feed, S&P Global Market Intelligence +3 more | 6 partners: S&P Global Market Intelligence, Morningstar +4 more |
Capabilities | 6 signals: Custom formulas, Universe builder +4 more | 7 signals: Universe builder, Broker sync +5 more |
Security | SOC2 and Status page | 4 signals: SOC2, Data residency: US +2 more |
| Try it | Visit Fiscal.ai | Visit Koyfin |
Standout features
What Fiscal.ai does best
- Research global stocks, ETFs, mutual funds, and funds through dashboards, watchlists, portfolio views, visualizations, fundamentals, estimates, transcripts, filings, news, and event data.
- Use AI Copilot, AI summaries, and AI-generated reports to speed up earnings review, filing review, peer comparison, financial analysis, and company research.
- Analyze fundamentals, ratios, standardized financials, as-reported data, adjusted metrics, segment data, KPIs, analyst estimates, revisions, ratings, and price targets.
- Use 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.
What Koyfin does best
- Build customizable dashboards, watchlists, charts, and market monitors across global equities, ETFs, funds, fixed income, FX, commodities, crypto, indices, and economics.
- Screen more than 100,000 global securities with thousands of criteria, with stock and ETF screening on paid plans and mutual-fund screening in Advisor tiers.
- Use advanced charts with technical indicators, fundamentals, valuation measures, analyst estimates, price targets, templates, sharing, and downloads where vendor licenses allow.
- Research companies with financial analysis pages, customizable financial templates, news, filings, transcripts, analyst data, short interest, and AI transcript summaries on paid plans.
- Track portfolios with grouping, notes, summary rows, alerts, custom data series, uploaded CSV price history, and mobile portfolio monitoring.
Data & access details
| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFsMutual FundsFunds | StocksETFsMutual FundsClosed-End FundsBondsCurrenciesCommoditiesFutures+1 more |
Experience | BeginnerIntermediateAdvanced | BeginnerIntermediateAdvanced |
Target audience | Retail TradersPro RetailInstitutional InvestorsAnalystsQuants/DevelopersLong-term InvestorsValue InvestorsGrowth Investors+5 more | Retail TradersPro RetailInstitutional InvestorsAnalystsAsset ManagersFinancial AdvisorsRIAs / Wealth FirmsStudents/Researchers |
Regions | North AmericaEuropeAPACLatAmMiddle EastAfrica | North AmericaEuropeAPACLatAmMiddle EastAfrica |
Coverage details | Identifiers: Ticker, CUSIP, ISIN, and FIGI | Identifiers: Ticker |
| Data | ||
Data freshness | Real-time15-min DelayedEnd of Day | Real-time15-min DelayedEnd of Day |
Data granularity | EOD | Not specified |
Data partners | Fiscal.ai Data FeedS&P Global Market IntelligenceMorningstarYChartsPerplexity | S&P Global Market IntelligenceMorningstarFREDTrading EconomicsTrueFXPolygon.io |
| Access & integrations | ||
API protocols | REST | Not specified |
API auth & delivery | Auth: APIKeyWebhooks50 req/minDocs | Not specified |
Import methods | Manual | ManualCSVCustodian |
Integrations | MCPClaude ConnectorChatGPTCodex CLICursorVS Code CopilotGemini CLIPerplexity+1 more | SchwabAltruistTradePMRInteractive BrokersBlack DiamondOrionFidelityAddepar |
Export formats | CSVImagePDF | CSVImagePDF |
| Plans & trust | ||
Security & compliance | SOC2Status page | SOC2Data residency: USEncryption at restEncryption in transit |
Capability signals | Custom formulasUniverse builderPerformance attributionPortfolio attributionCitation pinningAI summaries: Filings, Transcripts, and News | Universe builderBroker syncYield curvesAI summaries: TranscriptsHouseholdingModel portfoliosClient reporting |
Vendor & support | Stratosphere Technology Inc.Country: CanadaFounded 2021Support: Email | Koyfin, Inc.Country: United StatesFounded 2016Support: Email |
Curation ratings | Methodology 5/5Reliability 4/5UX 5/5 | Not specified |
Green tags are exclusive to that tool in this comparison.
Pricing breakdown
$39/mo
Starting price
Plans & pricing
- financials history (annual): 10
- financials history (quarterly): 6
- +8 more
- financials history (annual): 15
- financials history (quarterly): 20
- +10 more
- financials history (annual): 20+
- financials history (quarterly): 40+
- +10 more
- api calls per day: 250
- burst requests per minute: 50
- +1 more
$39/mo
Starting price
Plans & pricing
- watchlists: 2
- screens: 2
- +5 more
- financials years: 10
- estimates years: 10
- +5 more
- alerts: 500
- custom securities: Unlimited
- alerts: 500
- reports per month: 10
- +2 more
- alerts: 500
- reports per month: 200
- +2 more
Coverage overlap
Shared categories
14Fiscal.ai strengths
15Koyfin strengths
6What you only get with Koyfin.
Community category leaders
Vote sentiment comparison
Loading sentiment chart...
Frequently Asked Questions
What's the difference between Fiscal.ai and Koyfin?
Fiscal.ai leans toward stock ideas, screeners, and stock comparison, while Koyfin puts more weight on screeners, ETF screeners, and data visualizations. They overlap in 14 categories, so for most people it comes down to workflow preference and price.
How much do Fiscal.ai and Koyfin cost?
Good news: both Fiscal.ai and Koyfin have free plans, so you can run them side by side and only pay if you hit a wall.
Can I use Fiscal.ai or Koyfin on my phone?
Koyfin lists a dedicated mobile app, so it travels better. Fiscal.ai doesn't list a dedicated mobile app; its documented access is web and API.
Does Fiscal.ai or Koyfin have an API?
Fiscal.ai has an API for programmatic access and custom integrations. Koyfin doesn't, so you're working through its interface.
Should I choose Fiscal.ai or Koyfin?
It depends on what you're after. Pick Fiscal.ai if stock ideas and stock comparison matter to you; go with Koyfin if you'd rather have ETF screeners and custom dashboards. And if you only need the basics both share, let price decide.
What asset classes do Fiscal.ai and Koyfin cover?
Both cover stocks, ETFs, and mutual funds. Fiscal.ai also handles funds. Koyfin adds closed-end funds, bonds, and currencies on top.
Do Fiscal.ai and Koyfin 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 Koyfin?
Yes, both export to spreadsheets (CSV), which is handy if you like running your own numbers.
Can Fiscal.ai or Koyfin connect to my broker?
Koyfin 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 Koyfin?
Both Fiscal.ai and Koyfin 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 Koyfin?
Yes, both do portfolio tracking: holdings, performance, and allocation in one place.
Other tools you might like
These profiles share overlapping coverage with both sides of this matchup.
Keep Exploring
Global rankings of the highest-rated tools across all categories.
Browse every screener, tracker, data platform, and research tool.
Ranked list of companies with durable competitive advantages.
Proven models entering their growth phase with solid economics.
Track votes, sentiment, and engagement across the community.
Learn moat types, red flags, and real-company examples.
Browse other head-to-head tool comparisons and alternatives.
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.