★ BEST INVESTING TOOLS COMPARISON ★
VOL. XCIV, NO. 247
Tool comparison edition
Tool Comparison
Fiscal.ai vs Marketgenius
Start here
Fiscal.ai
Free • From $39/mo · Web · API
- You want an API so you can script or automate things
- You care about stock ideas, screeners, and stock comparison, things Marketgenius doesn't offer
- You've outgrown the basics and want pro-level depth
Pick Marketgenius instead if
Marketgenius
Free · Web
- You care about scores and short interest, 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.
Our take
The bottom line
Fiscal.ai and Marketgenius cover a lot of the same ground (7 shared categories, including data visualizations, institutional ownership, and financials), so for the basics you won't go far wrong with either. Fiscal.ai simply does more: 29 categories to Marketgenius's 9, including stock ideas, screeners, and stock comparison. Marketgenius counters by being completely free.
What readers say
Fiscal.ai
Vote once to reveal the community verdict.
Marketgenius
Vote once to reveal the community verdict.
Key differences at a glance
- Global coverage
- Fiscal.ai
- Free trial
- Fiscal.ai7 days
- Broader coverage
- Fiscal.ai29 vs 9 categories
- API access
- Fiscal.ai
- Asset coverage
- Fiscal.aiAdds ETFs and mutual funds
- Free plan
- Both
See for yourself
How they stack up
The side-by-side table: pricing, platforms, data, and coverage at a glance.ShowHide
How they stack up
The side-by-side table: pricing, platforms, data, and coverage at a glance.| Attribute | ||
|---|---|---|
| Pricing & plans | ||
Starting price | Free • From $39/mo | Free |
Free tier | Yes | Yes |
Free trial | 7 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 | — |
Integrations | MCP, Claude Connector +7 more | — |
| Audience & fit | ||
Experience level | Beginner, Intermediate, Advanced | Beginner, Intermediate |
Best for | Retail Traders, Pro Retail +11 more | Retail Traders and Pro Retail |
Categories covered | 29 | 9 |
Regions | North America, Europe, APAC, LatAm, Middle East, Africa | North America |
| Data & capabilities | ||
Data quality | 3 signals: Latency: Real-time, 15-min Delayed, and End of Day, Granularity: EOD +1 more | Latency: Real-time |
Data partners | 5 partners: Fiscal.ai Data Feed, S&P Global Market Intelligence +3 more | — |
Capabilities | 6 signals: Custom formulas, Universe builder +4 more | — |
Security | SOC2 and Status page | — |
| Try it | Visit Fiscal.ai | Visit Marketgenius |
Where each one shines
What Fiscal.ai and Marketgenius each do best.ShowHide
Where each one shines
What Fiscal.ai and Marketgenius each do best.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.
- AI Copilot, AI summaries, and AI-generated reports to speed up earnings review, filing review, peer comparison, 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.
- 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 Marketgenius does best
- Browsing access to stock heatmaps for major U.S. indices such as the S&P 500, Nasdaq 100, and Dow 30.
- Tools for exploring superinvestor portfolio heatmaps for public portfolios such as Berkshire Hathaway, Bill Ackman, Carl Icahn, Cathie Wood, Michael Burry, and others.
- Tile size and color to spot outliers by performance, valuation, profitability, and other available metrics.
- Switch heatmap metrics beyond percent change, including examples such as price-to-book and gross profit margin.
- Direct access to stock pages for market cap, P/E, PEG, revenue, EPS, cash flow, margins, and other basic fundamentals.
Every detail we compared
Every tracked attribute for Fiscal.ai and Marketgenius, side by side.ShowHide
Every detail we compared
Every tracked attribute for Fiscal.ai and Marketgenius, side by side.| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFsMutual FundsFunds | Stocks |
Experience | BeginnerIntermediateAdvanced | BeginnerIntermediate |
Target audience | Retail TradersPro RetailInstitutional InvestorsAnalystsQuants/DevelopersLong-term InvestorsValue InvestorsGrowth Investors+5 more | Retail TradersPro Retail |
Regions | North AmericaEuropeAPACLatAmMiddle EastAfrica | North America |
Coverage details | Identifiers: Ticker, CUSIP, ISIN, and FIGI | Countries: USIdentifiers: Ticker |
| Data | ||
Data freshness | Real-time15-min DelayedEnd of Day | Real-time |
Data granularity | EOD | Not specified |
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 | Not specified |
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 builderPerformance attributionPortfolio attributionCitation pinningAI summaries: Filings, Transcripts, and News | Not specified |
Vendor & support | Stratosphere Technology Inc.Country: CanadaFounded 2021Support: Email | Support: Email |
Curation ratings | Methodology 5/5Reliability 4/5UX 5/5 | Not specified |
Green tags are exclusive to that tool in this comparison.
What you'll actually pay
Plans, billing, trials, and per-month pricing for both tools.ShowHide
What you'll actually pay
Plans, billing, trials, and per-month pricing for both tools.| Tier | ||
|---|---|---|
| Free plan | Free“Terminal - Free”financials history (annual): 10 · financials history (quarterly): 6 · +8 more | — |
| 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 | 7 days | — |
Questions we keep getting
What's the difference between Fiscal.ai and Marketgenius?
Fiscal.ai leans toward stock ideas, screeners, and stock comparison, while Marketgenius puts more weight on data visualizations, institutional ownership, and financials. They overlap in 7 categories, so for most people it comes down to workflow preference and price.
How much do Fiscal.ai and Marketgenius cost?
Good news: both Fiscal.ai and Marketgenius have free plans, so you can run them side by side and only pay if you hit a wall.
Which is better for beginners: Fiscal.ai or Marketgenius?
Honestly, neither is aimed at beginners. Expect a learning curve either way; that's the trade-off for the depth they offer.
Does Fiscal.ai or Marketgenius have an API?
Fiscal.ai has an API for programmatic access and custom integrations. Marketgenius doesn't, so you're working through its interface.
Should I choose Fiscal.ai or Marketgenius?
It depends on what you're after. Pick Fiscal.ai if stock ideas and screeners matter to you; go with Marketgenius if you'd rather have scores and short interest. And if you only need the basics both share, let price decide.
What asset classes do Fiscal.ai and Marketgenius cover?
Both cover stocks. Fiscal.ai also handles ETFs, mutual funds, and funds.
Do Fiscal.ai and Marketgenius offer real-time data?
Yes, both serve real-time market data, so either works when timing matters.
Which covers international markets: Fiscal.ai or Marketgenius?
Fiscal.ai has documented international coverage (North America, Europe, APAC, LatAm, and more), so it's the safer bet if you hold non-US stocks. Marketgenius is more region-specific, mainly North America.
Can I export data from Fiscal.ai and Marketgenius?
Fiscal.ai exports to CSV. Marketgenius is stingier about getting data out.
Which has a better stock screener: Fiscal.ai or Marketgenius?
Fiscal.ai has a stock screener for surfacing ideas; Marketgenius doesn't, and focuses its energy elsewhere.
Can I track my portfolio with Fiscal.ai or Marketgenius?
Fiscal.ai handles portfolio tracking. Marketgenius is really a research tool; you'd track your portfolio elsewhere.
Keep researching
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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.