VOL. XCIV, NO. 247
BEST INVESTING TOOLS COMPARISON
Tool details checked August 23, 2026
Tool Comparison
Fiscal.ai vs Orion Advisor Tech
Pick Fiscal.ai if
Fiscal.ai
Free • From $39/mo · Web · API
- You'd rather start free and only pay if you outgrow it
- You want the cheaper way in: plans start at $39/mo instead of $275/mo
- Delayed quotes won't cut it; you need real-time data
Pick Orion Advisor Tech if
Orion Advisor Tech
From $275/mo · Web · Mobile · API
- You do a lot of your research from your phone
- You want advisor operations, risk metrics, and scenario & stress tests.
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 Orion Advisor Tech cover a lot of the same ground (5 shared categories, including APIs & data feeds, webhooks, and blogs), so for the basics you won't go far wrong with either. Fiscal.ai simply does more: 29 categories to Orion Advisor Tech's 13, including stock ideas, screeners, and stock comparison. Orion Advisor Tech counters by keeping things simpler.
What readers say
Fiscal.ai
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Orion Advisor Tech
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Key differences at a glance
- Free plan
- Fiscal.ai
- Cheaper paid plan
- Fiscal.ai$39/mo vs $275/mo
- Free trial
- Fiscal.ai14 days
- Broader coverage
- Fiscal.ai29 vs 13 categories
- Mobile app
- Orion Advisor Tech
- Real-time data
- Fiscal.ai
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 | From $275/mo |
Free tier | Yes | No |
Free trial | 14 days | — |
Plan limits | 37 limits: Terminal - Free: financials history (annual): 10, Terminal - Free: financials history (quarterly): 6 +35 more | Risk Intelligence Standalone: pricing model: Per user, per month |
| Platforms & access | ||
Web app | Yes | Yes |
Mobile app | No | Yes |
API access | Yes | Yes |
Broker sync | No | Yes |
Integrations | MCP, Claude Connector +7 more | Redtail CRM, Salesforce +6 more |
| Audience & fit | ||
Experience level | Beginner, Intermediate, Advanced | Intermediate, Advanced |
Best for | Retail Traders, Pro Retail +11 more | Financial Advisors, RIAs / Wealth Firms +3 more |
Categories covered | 29 | 13 |
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: Tick and EOD +1 more | 5 signals: Latency: End of Day, Granularity: EOD +3 more |
Data partners | 5 partners: Fiscal.ai Data Feed, S&P Global Market Intelligence +3 more | Morningstar and ICE Data Services |
Capabilities | 4 signals: Custom formulas, Universe builder +2 more | 23 signals: Stress tests: Rates, FX, EquityCrash, and Commodities, Monte Carlo +21 more |
Security | SOC2 and Status page | 6 signals: SOC2, ISO27001 +4 more |
| Try it | Visit Fiscal.ai | Visit Orion Advisor Tech |
Where each one shines
What Fiscal.ai and Orion Advisor Tech each do best.ShowHide
Where each one shines
What Fiscal.ai and Orion Advisor Tech 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.
- 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 Orion Advisor Tech does best
- Tools for running advisor operations through Orion portfolio accounting, billing, configurable reporting, trading, client portal, advisor portal, Redtail CRM, planning, compliance, and risk modules.
- Orion Stacks to bundle capabilities such as Foundation, Essentials, and Advantage, with public annual starting prices.
- Eclipse trading for household-level rebalancing, tax-loss harvesting, asset location, cash monitoring, sleeves, block trading, and multi-custodian trade connectivity.
- Orion Risk Intelligence for 100+ macro stress-test scenarios, portfolio construction, risk dashboards, proposal workflows, IPS support, asset drift, and firm-level risk views.
- Connections for planning workflows through Orion Planning with goals-based and cash-flow planning, Monte Carlo simulations, and portfolio-linked reporting.
Every detail we compared
Every tracked attribute for Fiscal.ai and Orion Advisor Tech, side by side.ShowHide
Every detail we compared
Every tracked attribute for Fiscal.ai and Orion Advisor Tech, side by side.| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFsMutual FundsFunds | StocksETFsMutual FundsClosed-End FundsBondsOptionsFundsOther |
Experience | BeginnerIntermediateAdvanced | IntermediateAdvanced |
Target audience | Retail TradersPro RetailInstitutional InvestorsAnalystsQuants/DevelopersLong-term InvestorsValue InvestorsGrowth Investors+5 more | Financial AdvisorsRIAs / Wealth FirmsFamily OfficesAsset ManagersInstitutional Investors |
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 | End of Day |
Data granularity | TickEOD | EOD |
Pricing sources | Not specified | Vendor |
Data partners | Fiscal.ai Data FeedS&P Global Market IntelligenceMorningstarYChartsPerplexity | MorningstarICE Data Services |
| Access & integrations | ||
API protocols | REST | REST |
API auth & delivery | Auth: APIKeyWebhooks50 req/minDocs | Auth: APIKeyWebhooksDocs |
Import methods | Manual | CSVCustodianManual |
Integrations | MCPClaude ConnectorChatGPTCodex CLICursorVS Code CopilotGemini CLIPerplexity+1 more | Redtail CRMSalesforceMoneyGuideProeMoneyNitrogenFidelitySchwabPershing |
Export formats | CSVImagePDF | ExcelPDF |
| Plans & trust | ||
Security & compliance | SOC2Status page | SOC2ISO27001Data residency: USStatus pageEncryption at restEncryption in transit |
Capability signals | Custom formulasUniverse builderCitation pinningAI summaries: Filings, Transcripts, and News | Stress tests: Rates, FX, EquityCrash, and CommoditiesMonte CarloBroker syncTax lotsRebalancingHouseholdingAlternatives supportDrift monitoring+15 more |
Vendor & support | Stratosphere Technology Inc.Country: CanadaFounded 2021Support: Email | Orion Advisor Solutions, Inc.Country: USFounded 1999 |
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 | $275/mo“Risk Intelligence Standalone”pricing model: Per user, per month |
| Tier 2 | $199/mo“Terminal - Enterprise (Monthly)”financials history (annual): 20+ · financials history (quarterly): 40+ · +10 more | $13000/yr≈ $1083.33/mo“Orion Foundation Stack” |
| Tier 3 | — | $18000/yr≈ $1500/mo“Orion Essentials Stack” |
| Top plan | — | $28000/yr≈ $2333.33/mo“Orion Advantage Stack” |
| Custom / enterprise | Contact sales“API - Paid” | — |
| Free trial | 14 days | — |
Questions we keep getting
What's the difference between Fiscal.ai and Orion Advisor Tech?
Fiscal.ai leans toward stock ideas, screeners, and stock comparison, while Orion Advisor Tech puts more weight on advisor operations, risk metrics, and scenario & stress tests. They overlap in 5 categories, so for most people it comes down to workflow preference and price.
Is Fiscal.ai or Orion Advisor Tech free to use?
Fiscal.ai has a free tier, so you can get started without paying anything. Orion Advisor Tech is paid-only. If budget matters, start with Fiscal.ai and see how far it takes you before opening your wallet.
Which is better for beginners: Fiscal.ai or Orion Advisor Tech?
Fiscal.ai is the friendlier place to start; its interface takes less getting used to. Both work fine once you're past the basics.
Can I use Fiscal.ai or Orion Advisor Tech on my phone?
Orion Advisor Tech lists a dedicated mobile app, so it travels better. Fiscal.ai doesn't list a dedicated mobile app; its documented access is web and API.
Do Fiscal.ai and Orion Advisor Tech 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 Orion Advisor Tech?
It depends on what you're after. Pick Fiscal.ai if stock ideas and screeners matter to you; go with Orion Advisor Tech if you'd rather have advisor operations and risk metrics. And if you only need the basics both share, let price decide.
What asset classes do Fiscal.ai and Orion Advisor Tech cover?
Both cover stocks, ETFs, mutual funds, and funds. Orion Advisor Tech adds closed-end funds, bonds, and options on top.
Does Fiscal.ai or Orion Advisor Tech have real-time data?
Fiscal.ai offers real-time data, which matters if you trade actively. Orion Advisor Tech 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.
Which covers international markets: Fiscal.ai or Orion Advisor Tech?
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. Orion Advisor Tech is more region-specific, mainly North America.
Can I export data from Fiscal.ai and Orion Advisor Tech?
Yes, both export to spreadsheets (Fiscal.ai: CSV; Orion Advisor Tech: Excel), which is handy if you like running your own numbers.
Can Fiscal.ai or Orion Advisor Tech connect to my broker?
Orion Advisor Tech syncs with brokers automatically. With Fiscal.ai, you're entering holdings by hand or importing files.
Which has a better stock screener: Fiscal.ai or Orion Advisor Tech?
Fiscal.ai has a stock screener for surfacing ideas; Orion Advisor Tech doesn't, and focuses its energy elsewhere.
Can I track my portfolio with Fiscal.ai or Orion Advisor Tech?
Fiscal.ai handles portfolio tracking. Orion Advisor Tech 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.