Tool Comparison
Fiscal.ai vs Koyfin
- Paid from
- $39/mo
- Free plan
- Yes
- Platforms
- Web, API
Terminal and API products are separate. Enterprise is required for terminal downloads.
Best if
- You want operating KPIs alongside company statements and estimates.
- You want Copilot prompts and company valuation models.
- You want to evaluate separately scoped REST or MCP data access.
- Paid from
- $39/mo
- Free plan
- Yes
- Platforms
- Web, Mobile
Billing commitment and tier change the price. Advisor workflows and restricted data have separate limits.
Best if
- You want to build visual dashboards across markets and watchlists.
- You want company research alongside paid portfolio analytics.
- You want eligible Advisor client portfolios and reports.
Pick Fiscal.ai if
Fiscal.ai
Free • From $39/mo · Web · API
Terminal and API products are separate. Enterprise is required for terminal downloads.
- You want operating KPIs alongside company statements and estimates.
- You want Copilot prompts and company valuation models.
- You want to evaluate separately scoped REST or MCP data access.
Pick Koyfin if
Koyfin
Free • From $468/yr · Web · Mobile
Billing commitment and tier change the price. Advisor workflows and restricted data have separate limits.
- You want to build visual dashboards across markets and watchlists.
- You want company research alongside paid portfolio analytics.
- You want eligible Advisor client portfolios and reports.
Skip both if: Neither one clicks with how you research; there are strong third options.
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Our take
The bottom line
For a deep dive into one business, Fiscal.ai brings operating metrics, documents, and valuation work together. For seeing companies within a wider market or portfolio view, Koyfin is the more direct fit. Check export permissions before making either the center of a spreadsheet workflow.
What readers say
Fiscal.ai
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Key differences at a glance
- Company KPIs and AI prompts
- Fiscal.aiBusiness metrics and plan-based Copilot
- Cross-market dashboards
- KoyfinWatchlists, market charts, and news
- Advisor portfolio reports
- KoyfinEligible Advisor plans
- Developer data access
- Fiscal.aiSeparate REST and MCP scope
What Fiscal.ai does best
Financials and operating KPIs
Study company statements, segments, and business-specific metrics by plan.
Research Copilot
Use the plan allowance for summaries and company research prompts.
Screens and valuation models
Build screens, company comparisons, custom metrics, and DCF models.
Filings and transcripts
Review company materials; Enterprise adds exports and eligible US audit links.
What Koyfin does best
Market dashboards
Combine global markets, watchlists, charts, and news.
Company research
Compare financials, estimates, filings, and earnings transcripts.
Flexible charts
Plot technicals, valuation measures, and analyst targets.
Portfolio analytics
Track holdings; Premium adds advanced portfolio views.
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 • From $468/yr |
Free tier | Yes | Yes |
Free trial | 14 days | — |
Plan limits | Terminal exports require Enterprise | Analytics and advisor workflows vary by tier |
| Platforms & access | ||
Web app | Yes | Yes |
Mobile app | No | Yes |
API access | Yes | No |
Broker sync | No | Yes |
Integrations | Separately scoped REST and MCP products | No public API; eligible Advisor connections |
| Audience & fit | ||
Experience level | Beginner, Intermediate, Advanced | Beginner, Intermediate, Advanced |
Best for | Company metrics and valuation work | Visual markets and portfolio research |
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 | Coverage, identifiers, and API timing vary | Feed timing and download rights vary |
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 | KPIs, Copilot, documents, and valuation models | Dashboards, screens, company research, and portfolios |
Security | SOC2 and Status page | 4 signals: SOC2, Data residency: US +2 more |
| Try it | Visit Fiscal.ai | Visit Koyfin |
Standout features
The best features of Fiscal.ai and Koyfin.ShowHide
Standout features
What Fiscal.ai does best
Financials and operating KPIs
Study company statements, segments, and business-specific metrics by plan.
Research Copilot
Use the plan allowance for summaries and company research prompts.
Screens and valuation models
Build screens, company comparisons, custom metrics, and DCF models.
Filings and transcripts
Review company materials; Enterprise adds exports and eligible US audit links.
What Koyfin does best
Market dashboards
Combine global markets, watchlists, charts, and news.
Company research
Compare financials, estimates, filings, and earnings transcripts.
Flexible charts
Plot technicals, valuation measures, and analyst targets.
Portfolio analytics
Track holdings; Premium adds advanced portfolio views.
All details
Every attribute we track for Fiscal.ai and Koyfin.ShowHide
All 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 | TickEOD | 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 builderCitation 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
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 | Freewatchlists: 2 · screens: 2 · +5 more |
| Entry paid plan | $39/mo“Terminal - Pro (Monthly)”financials history (annual): 15 · financials history (quarterly): 20 · +10 more | $468/yr≈ $39/mo“Plus”financials years: 10 · estimates years: 10 · +5 more |
| Tier 2 | $199/mo“Terminal - Enterprise (Monthly)”financials history (annual): 20+ · financials history (quarterly): 40+ · +10 more | $948/yr≈ $79/mo“Premium”alerts: 500 · custom securities: Unlimited |
| Tier 3 | — | $2508/yr≈ $209/mo“Advisor Core”alerts: 500 · reports per month: 10 · +2 more |
| Top plan | — | $3588/yr≈ $299/mo“Advisor Pro”alerts: 500 · reports per month: 200 · +2 more |
| Custom / enterprise | Contact sales“API - Paid” | Contact sales“Teams” |
| Free trial | 14 days | — |
Alternatives
Free alternatives
Questions we keep getting
Do both provide company financials and transcripts?
Yes. Fiscal.ai and Koyfin both bring financials, estimates, filings, and earnings material into research. Fiscal.ai's emphasis includes operating KPIs, Copilot, and valuation models; Koyfin adds a broader dashboard and portfolio routine.
Can I export their financial data?
Fiscal.ai terminal downloads require Enterprise. Koyfin restricts some global equity financials and estimates because of vendor rights. Check the exact dataset and plan rather than assuming a paid subscription permits every export.
Which offers an API for a custom project?
Fiscal.ai offers separately scoped REST and MCP access with its own coverage and licensing limits. Koyfin does not publish a public API in the reviewed product record. Terminal access is not the same as an API subscription.
Which fits an advisor's client reports?
Koyfin's eligible Advisor plans add client portfolios, custodian integrations, and PDF reports. Those workflows require the relevant Advisor tier; the standard research subscription should not be assumed to include them.
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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.