VOL. XCIV, NO. 247

★ FINANCIAL TOOLS & SERVICES DIRECTORY ★

PRICE: 5 CENTS

Wednesday, December 3, 2025

Tool Comparison

Fiscal.ai vs OptionStrat comparison

Compare pricing, supported platforms, categories, and standout capabilities to decide which tool fits your workflow.

Quick takeaways

Fiscal.ai adds Screeners, Stock Comparison, Data Visualizations, Portfolio, Watchlist, Investor Holdings, ETF Overview, ETF Performance, ETF Holdings, ETF Fundamentals, ETF Valuation, Financials, Valuation Models, Dividends, Institutional Data, 13F, Improved Filings, Transcripts, Analyst Forecasts, Analyst Recommendations, Analyst Price Targets, Splits, Data APIs, APIs & SDKs, Webhooks, AI, AI Chat, AI Business Summary, AI Earnings Summary, AI Filings Summary, AI Report, Blogs, Newsletters, and Education coverage that OptionStrat skips.

OptionStrat includes Options & Derivatives, US Government Trades, and Options categories that Fiscal.ai omits.

OptionStrat offers mobile access, which Fiscal.ai skips.

In depth comparison

Fiscal.ai logo

Fiscal.ai

fiscal.ai

Editor’s pick Hands-on review

All‑in‑one AI‑powered fundamental research terminal and institutional‑grade data API for global equities, ETFs & funds. Combines deep financials, segments & KPIs, ownership/13F data, IR content, analyst estimates, screeners, dashboards and an AI Copilot into a single workflow. Enterprise and API tiers target professional investors and fintechs with long history, auditability back to filings, and SOC2 Type II security.

Platforms

WebAPI

Pricing

FreeSubscription

Quick highlights

  • Modern web-based research terminal with dashboards, customizable watchlists, portfolio stats, and fundamental charting for 100,000+ global stocks, ETFs, and funds.
  • Deep fundamental coverage: 10–20+ years of annual and 6–40+ quarters of quarterly financials by plan, with ratios, common-size statements, and adjusted metrics.
  • Rich segment & KPI database across ~2,300 large-cap names, including company-specific business KPIs that are hard to aggregate manually.
  • AI Copilot for conversational research, capable of summarizing earnings, screening for ideas, comparing peers, and explaining drivers with citations back to sources.
  • Integrated analyst estimates, revisions, ratings, and price targets, linked to standardized and adjusted metrics for easier model building.

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OptionStrat logo

OptionStrat

optionstrat.com

Options strategy builder and unusual flow scanner with plan-based feature tiers. The free plan provides delayed quotes and limited flow. Paid plans unlock real-time builder tools, full unusual flow with alerts, live news, and insider/Congress trades. Live data is available only for non-professional users, with a 7-day free trial on paid plans.

Platforms

WebMobile

Pricing

FreeSubscription

Quick highlights

  • Options strategy builder with profit calculators, chance of profit, net Greeks, and historical implied volatility (in real time on paid plans).
  • Strategy Optimizer searches thousands of trade setups by target price or date and ranks them by return or probability of profit.
  • Unusual options flow scanner detects multi-leg strategies (like spreads and condors), with saved filters, alerts, historical search, and performance tracking.
  • Plan tiers: Free includes 15-minute delayed data and about 10% of flow; Live Tools adds real-time builder and optimizer features; Live Flow adds real-time flow, alerts, insider and Congress trades, and live news.
  • Market events integrated directly into the builder, including earnings and ex-dividend dates.

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Where they differ

Fiscal.ai

Distinct strengths include:

  • Modern web-based research terminal with dashboards, customizable watchlists, portfolio stats, and fundamental charting for 100,000+ global stocks, ETFs, and funds.
  • Deep fundamental coverage: 10–20+ years of annual and 6–40+ quarters of quarterly financials by plan, with ratios, common-size statements, and adjusted metrics.
  • Rich segment & KPI database across ~2,300 large-cap names, including company-specific business KPIs that are hard to aggregate manually.
  • AI Copilot for conversational research, capable of summarizing earnings, screening for ideas, comparing peers, and explaining drivers with citations back to sources.

OptionStrat

Distinct strengths include:

  • Options strategy builder with profit calculators, chance of profit, net Greeks, and historical implied volatility (in real time on paid plans).
  • Strategy Optimizer searches thousands of trade setups by target price or date and ranks them by return or probability of profit.
  • Unusual options flow scanner detects multi-leg strategies (like spreads and condors), with saved filters, alerts, historical search, and performance tracking.
  • Plan tiers: Free includes 15-minute delayed data and about 10% of flow; Live Tools adds real-time builder and optimizer features; Live Flow adds real-time flow, alerts, insider and Congress trades, and live news.

Feature-by-feature breakdown

AttributeFiscal.aiOptionStrat
Categories

Which research workflows each platform targets

Shared: Insider Data, News, Alerts, Calendar

Unique: Screeners, Stock Comparison, Data Visualizations, Portfolio, Watchlist, Investor Holdings, ETF Overview, ETF Performance, ETF Holdings, ETF Fundamentals, ETF Valuation, Financials, Valuation Models, Dividends, Institutional Data, 13F, Improved Filings, Transcripts, Analyst Forecasts, Analyst Recommendations, Analyst Price Targets, Splits, Data APIs, APIs & SDKs, Webhooks, AI, AI Chat, AI Business Summary, AI Earnings Summary, AI Filings Summary, AI Report, Blogs, Newsletters, Education

Shared: Insider Data, News, Alerts, Calendar

Unique: Options & Derivatives, US Government Trades, Options

Asset types

Supported asset classes and universes

Stocks, ETFs, Mutual Funds, Funds

Options, Stocks, Futures

Experience levels

Who each product is built for

Beginner, Intermediate, Advanced

Beginner, Intermediate, Advanced

Platforms

Where you can access the product

Web, API

Web, Mobile

Pricing

High-level pricing models

Free, Subscription

Free, Subscription

Key features

Core capabilities called out by each vendor

Unique

  • Modern web-based research terminal with dashboards, customizable watchlists, portfolio stats, and fundamental charting for 100,000+ global stocks, ETFs, and funds.
  • Deep fundamental coverage: 10–20+ years of annual and 6–40+ quarters of quarterly financials by plan, with ratios, common-size statements, and adjusted metrics.
  • Rich segment & KPI database across ~2,300 large-cap names, including company-specific business KPIs that are hard to aggregate manually.
  • AI Copilot for conversational research, capable of summarizing earnings, screening for ideas, comparing peers, and explaining drivers with citations back to sources.
  • Integrated analyst estimates, revisions, ratings, and price targets, linked to standardized and adjusted metrics for easier model building.
  • Ownership & flow data, including insider transactions, institutional holders, 13F data and curated ‘Super Investors’ views and hedge fund letters.

Unique

  • Options strategy builder with profit calculators, chance of profit, net Greeks, and historical implied volatility (in real time on paid plans).
  • Strategy Optimizer searches thousands of trade setups by target price or date and ranks them by return or probability of profit.
  • Unusual options flow scanner detects multi-leg strategies (like spreads and condors), with saved filters, alerts, historical search, and performance tracking.
  • Plan tiers: Free includes 15-minute delayed data and about 10% of flow; Live Tools adds real-time builder and optimizer features; Live Flow adds real-time flow, alerts, insider and Congress trades, and live news.
  • Market events integrated directly into the builder, including earnings and ex-dividend dates.
  • Futures flow included with coverage of contracts like ES, GC, BTC, and 6E (data delayed ~15 minutes).
Tested

Verified by hands-on testing inside Find My Moat

Yes

Not yet

Editor pick

Featured inside curated shortlists

Highlighted

Standard listing

Frequently Asked Questions

Which workflows do Fiscal.ai and OptionStrat both support?

Both platforms cover Insider Data, News, Alerts, and Calendar workflows, so you can research those use cases in either tool before digging into the feature differences below.

Do Fiscal.ai and OptionStrat require subscriptions?

Both Fiscal.ai and OptionStrat keep freemium access with optional paid upgrades, so you can trial each platform before committing.

Which tool has mobile access?

OptionStrat ships a dedicated mobile experience, while Fiscal.ai focuses on web or desktop access.

What unique strengths set the two platforms apart?

Fiscal.ai differentiates itself with Modern web-based research terminal with dashboards, customizable watchlists, portfolio stats, and fundamental charting for 100,000+ global stocks, ETFs, and funds., Deep fundamental coverage: 10–20+ years of annual and 6–40+ quarters of quarterly financials by plan, with ratios, common-size statements, and adjusted metrics., and Rich segment & KPI database across ~2,300 large-cap names, including company-specific business KPIs that are hard to aggregate manually., whereas OptionStrat stands out for Options strategy builder with profit calculators, chance of profit, net Greeks, and historical implied volatility (in real time on paid plans)., Strategy Optimizer searches thousands of trade setups by target price or date and ranks them by return or probability of profit., and Unusual options flow scanner detects multi-leg strategies (like spreads and condors), with saved filters, alerts, historical search, and performance tracking..

Keep exploring

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.