Tool Comparison
Fiscal.ai vs Monexa
- Paid from
- $39/mo, billed monthly
- Free plan
- Yes
- Platforms
- Web, API
Best if
- You want an API so you can script or automate things
- You want stock comparison, portfolio, and watchlist.
- Paid from
- $9.90/mo, billed monthly
- Free plan
- Yes
- Platforms
- Web
Best if
- You want a lower paid starting price: $9.90/mo, billed monthly instead of $39/mo, billed monthly
- You want US government trades.
Start here
Fiscal.ai
Free • From $39/mo, billed monthly · Web · API
- You want an API so you can script or automate things
- You want stock comparison, portfolio, and watchlist.
Pick Monexa instead if
Monexa
Free • From $9.90/mo, billed monthly · Web
- You want a lower paid starting price: $9.90/mo, billed monthly instead of $39/mo, billed monthly
- You want US government trades.
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 Monexa cover a lot of the same ground (16 shared categories, including stock ideas, screeners, and data visualizations), so for the basics you won't go far wrong with either. Fiscal.ai simply does more: 29 categories to Monexa's 17, including stock comparison, portfolio, and watchlist. Monexa counters by offering a lower paid starting price at $9.90/mo, billed monthly.
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Key differences at a glance
- Cheaper paid plan
- Monexa$9.90/mo, billed monthly vs $39/mo, billed monthly
- Broader coverage
- Fiscal.ai29 vs 17 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 Monexa does best
- Dashboard, News, AI Chat, Calendar, Screener, Watchlist, Whale Tracker, and Congressional Trading modules from one web workspace.
- Screening for stocks with saved screeners, templates, custom filters, and plan-based saved-screen limits.
- Research coverage for global company pages with financial statements, valuation metrics, stock charts, comparison tools, and plan-based history depth.
- Review SEC filings by filing type, filing date, CIK, and source-document view actions.
- Work through earnings calls with transcript history, search, AI summaries, and AI analysis where plan access permits.
Side by side
Pricing comparison
See for yourself
Side by side
Price, platforms, data, and market coverage.ShowHide
Side by side
| Attribute | Monexa logo logo placeholder Monexa | |
|---|---|---|
| Pricing & plans | ||
Starting price | Free • From $39/mo, billed monthly | Free • From $9.90/mo, billed monthly |
Free tier | Yes | Yes |
Free trial | 14 days | 7 days |
Plan limits | 37 limits: Terminal - Free: financials history (annual): 10, Terminal - Free: financials history (quarterly): 6 +35 more | 13 limits: Free: financial history: 5Y, Free: charting: 10Y +11 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, Advanced |
Best for | Retail Traders, Pro Retail +11 more | Retail Traders, Pro Retail +4 more |
Categories covered | 29 | 17 |
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 Granularity: EOD |
Data partners | 5 partners: Fiscal.ai Data Feed, S&P Global Market Intelligence +3 more | Financial exchanges / third-party providers |
Capabilities | 4 signals: Custom formulas, Universe builder +2 more | — |
Security | SOC2 and Status page | 3 signals: Data residency: Other, Encryption at rest +1 more |
| Try it | Visit Fiscal.ai | Visit Monexa |
Standout features
The best features of Fiscal.ai and Monexa.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 Monexa does best
- Dashboard, News, AI Chat, Calendar, Screener, Watchlist, Whale Tracker, and Congressional Trading modules from one web workspace.
- Screening for stocks with saved screeners, templates, custom filters, and plan-based saved-screen limits.
- Research coverage for global company pages with financial statements, valuation metrics, stock charts, comparison tools, and plan-based history depth.
- Review SEC filings by filing type, filing date, CIK, and source-document view actions.
- Work through earnings calls with transcript history, search, AI summaries, and AI analysis where plan access permits.
All details
Every attribute we track for Fiscal.ai and Monexa.ShowHide
All details
| Attribute | Monexa logo logo placeholder Monexa | |
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFsMutual FundsFunds | StocksETFsBondsCommoditiesFunds |
Experience | BeginnerIntermediateAdvanced | BeginnerIntermediateAdvanced |
Target audience | Retail TradersPro RetailInstitutional InvestorsAnalystsQuants/DevelopersLong-term InvestorsValue InvestorsGrowth Investors+5 more | Retail TradersPro RetailAnalystsLong-term InvestorsValue InvestorsGrowth Investors |
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-time |
Data granularity | TickEOD | EOD |
Data partners | Fiscal.ai Data FeedS&P Global Market IntelligenceMorningstarYChartsPerplexity | Financial exchanges / third-party providers |
| 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 | Excel |
| Plans & trust | ||
Security & compliance | SOC2Status page | Data residency: OtherEncryption at restEncryption in transit |
Capability signals | Custom formulasUniverse builderCitation pinningAI summaries: Filings, Transcripts, and News | Not specified |
Vendor & support | Stratosphere Technology Inc.Country: CanadaFounded 2021Support: Email | Alpine Labs Ltda.Country: BrazilSupport: 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 | Monexa logo logo placeholder MonexaLower monthly price | |
|---|---|---|
| Free plan | Free“Terminal - Free”financials history (annual): 10 · financials history (quarterly): 6 · +8 more | Freefinancial history: 5Y · charting: 10Y · +4 more |
| Entry paid plan | $39/moBilled monthly“Terminal - Pro (Monthly)”financials history (annual): 15 · financials history (quarterly): 20 · +10 more | $9.90/moBilled monthly“Pro”financial history: 30Y · charting: 30Y · +5 more |
| Top plan | $199/moBilled monthly“Terminal - Enterprise (Monthly)”financials history (annual): 20+ · financials history (quarterly): 40+ · +10 more | — |
| Custom / enterprise | Contact sales“API - Paid” | — |
| Free trial | 14 days | 7 days |
Alternatives
Free alternatives
Questions we keep getting
What's the difference between Fiscal.ai and Monexa?
Fiscal.ai leans toward stock ideas, screeners, and stock comparison, while Monexa puts more weight on screeners, stock ideas, and news. They overlap in 16 categories, so for most people it comes down to workflow preference and price.
How much do Fiscal.ai and Monexa cost?
Good news: both Fiscal.ai and Monexa have free plans, so you can run them side by side and only pay if you hit a wall.
Does Fiscal.ai or Monexa have an API?
Fiscal.ai has an API for programmatic access and custom integrations. Monexa doesn't, so you're working through its interface.
Should I choose Fiscal.ai or Monexa?
It depends on what you're after. Pick Fiscal.ai if stock comparison and portfolio matter to you; go with Monexa if you'd rather have US government trades. And if you only need the basics both share, let price decide.
What asset classes do Fiscal.ai and Monexa cover?
Both cover stocks, ETFs, and funds. Fiscal.ai also handles mutual funds. Monexa adds bonds and commodities on top.
Do Fiscal.ai and Monexa 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 Monexa?
Yes, both export to spreadsheets (Fiscal.ai: CSV; Monexa: Excel), which is handy if you like running your own numbers.
Are Fiscal.ai and Monexa good for long-term investing?
Yes, both are aimed squarely at long-term investors. Compare their coverage, workflow, and price before assuming they solve the same long-term research job.
Which has a better stock screener: Fiscal.ai or Monexa?
Both Fiscal.ai and Monexa 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 Monexa?
Fiscal.ai handles portfolio tracking. Monexa is really a research tool; you'd track your portfolio elsewhere.
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