★ BEST INVESTING TOOLS COMPARISON ★
VOL. XCIV, NO. 247
Tool comparison edition
Tool Comparison
Fiscal.ai vs okama
Pick Fiscal.ai if
Fiscal.ai
Free • From $39/mo · Web · API
- Delayed quotes won't cut it; you need real-time data
- You care about stock ideas, screeners, and stock comparison, things okama doesn't offer
- You're a long-term investor who cares more about fundamentals than headlines
Pick okama if
okama
Free · Web · API
- You care about quant, correlation, and backtesting, 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 okama cover a lot of the same ground (4 shared categories, including data visualizations, portfolio, and ETF analysis), so for the basics you won't go far wrong with either. Fiscal.ai simply does more: 29 categories to okama's 10, including stock ideas, screeners, and stock comparison. okama counters by being completely free.
What readers say
Fiscal.ai
Vote once to reveal the community verdict.
okama
Vote once to reveal the community verdict.
Key differences at a glance
- Real-time data
- Fiscal.ai
- Free trial
- Fiscal.ai7 days
- Broader coverage
- Fiscal.ai29 vs 10 categories
- 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 | Yes |
Broker sync | No | 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 | — |
Categories covered | 29 | 10 |
Regions | North America, Europe, APAC, LatAm, Middle East, Africa | North America, Europe, APAC, Middle East |
| Data & capabilities | ||
Data quality | 3 signals: Latency: Real-time, 15-min Delayed, and End of Day, Granularity: EOD +1 more | 3 signals: Latency: End of Day and 15-min Delayed, Granularity: EOD +1 more |
Data partners | 5 partners: Fiscal.ai Data Feed, S&P Global Market Intelligence +3 more | — |
Capabilities | 6 signals: Custom formulas, Universe builder +4 more | 4 signals: VaR/ES, Monte Carlo +2 more |
Security | SOC2 and Status page | — |
| Try it | Visit Fiscal.ai | Visit okama |
Where each one shines
What Fiscal.ai and okama each do best.ShowHide
Where each one shines
What Fiscal.ai and okama 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 okama does best
- Web widgets for efficient frontier visualization, asset comparison, and adjusted monthly portfolio risk/return analysis.
- Work in Python for constrained mean-variance optimization, multi-period efficient-frontier optimization, rebalancing constraints, and portfolio simulations.
- Analysis of risk with VaR, CVaR, semideviation, drawdowns, volatility, correlations, and related portfolio statistics.
- Tools for running Monte Carlo simulations and wealth-index forecasts with percentile bands for scenario analysis.
- Modeling for contributions and withdrawals when testing portfolio paths, cash-flow assumptions, or retirement-style scenarios.
Every detail we compared
Every tracked attribute for Fiscal.ai and okama, side by side.ShowHide
Every detail we compared
Every tracked attribute for Fiscal.ai and okama, side by side.| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFsMutual FundsFunds | StocksETFsCommoditiesCurrenciesMutual Funds |
Experience | BeginnerIntermediateAdvanced | BeginnerIntermediateAdvanced |
Target audience | Retail TradersPro RetailInstitutional InvestorsAnalystsQuants/DevelopersLong-term InvestorsValue InvestorsGrowth Investors+5 more | Not specified |
Regions | North AmericaEuropeAPACLatAmMiddle EastAfrica | North AmericaEuropeAPACMiddle East |
Coverage details | Identifiers: Ticker, CUSIP, ISIN, and FIGI | Identifiers: Ticker |
| Data | ||
Data freshness | Real-time15-min DelayedEnd of Day | End of Day15-min Delayed |
Data granularity | EOD | EOD |
Data partners | Fiscal.ai Data FeedS&P Global Market IntelligenceMorningstarYChartsPerplexity | Not specified |
| Access & integrations | ||
API protocols | REST | REST |
API auth & delivery | Auth: APIKeyWebhooks50 req/minDocs | Auth: NoneSDKs: Python |
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 | VaR/ESMonte CarloRebalancingCorrelation |
Vendor & support | Stratosphere Technology Inc.Country: CanadaFounded 2021Support: Email | MBK Development LLCSupport: Forum |
Curation ratings | Methodology 5/5Reliability 4/5UX 5/5 | Methodology 4/5Reliability 4/5UX 3/5 |
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 | Free |
| 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 okama?
Fiscal.ai leans toward stock ideas, screeners, and stock comparison, while okama puts more weight on quant, data visualizations, and portfolio. They overlap in 4 categories, so for most people it comes down to workflow preference and price.
How much do Fiscal.ai and okama cost?
Good news: both Fiscal.ai and okama have free plans, so you can run them side by side and only pay if you hit a wall.
Do Fiscal.ai and okama have APIs?
Yes, both offer API access, so developers and quants can pull data programmatically or wire up their own integrations.
Should I choose Fiscal.ai or okama?
It depends on what you're after. Pick Fiscal.ai if stock ideas and screeners matter to you; go with okama if you'd rather have quant and correlation. And if you only need the basics both share, let price decide.
What asset classes do Fiscal.ai and okama cover?
Both cover stocks, ETFs, and mutual funds. Fiscal.ai also handles funds. okama adds commodities and currencies on top.
Does Fiscal.ai or okama have real-time data?
Fiscal.ai offers real-time data, which matters if you trade actively. okama runs on delayed or end-of-day data, which is perfectly fine for longer-term investors who don't live and die by the tick.
Can I export data from Fiscal.ai and okama?
Fiscal.ai exports to CSV. okama is stingier about getting data out.
Which has a better stock screener: Fiscal.ai or okama?
Fiscal.ai has a stock screener for surfacing ideas; okama doesn't, and focuses its energy elsewhere.
Can I track my portfolio with Fiscal.ai or okama?
Yes, both do portfolio tracking: holdings, performance, and allocation in one place.
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.