Fiscal.ai adds Stock Comparison, Portfolio, Alerts, Calendar, Dividends, Splits, ETF Holdings, ETF Performance, Insider Data, Institutional Data, 13F, Valuation Models, and Data APIs coverage that Perplexity Finance skips.
VOL. XCIV, NO. 247
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PRICE: 5 CENTS
Sunday, October 5, 2025
Head-to-head
Fiscal.ai vs Perplexity Finance comparison
Compare pricing, supported platforms, categories, and standout capabilities to decide which tool fits your workflow.
Quick takeaways
Perplexity Finance includes News categories that Fiscal.ai omits.
Fiscal.ai highlights: Global market coverage for more than 100,000 stocks, ETFs, and funds., Detailed company fundamentals including segments and KPIs for over 2,000 firms, with historical depth expanding by plan tier., and AI Copilot and automated summaries to speed up research; monthly prompt allowances scale with subscription level, with custom summaries on higher tiers..
Perplexity Finance is known for: Ticker pages with detailed Overview, Financials, Historical Data, and Earnings tabs, including analyst ratings and 12-month price targets., Watchlist feature and a Screener tab available directly in the Finance hub., and AI-curated news feeds on instrument pages with linked sources..
Fiscal.ai
fiscal.ai
Editor’s pick Hands-on review
A global equities and funds data platform enhanced with AI-driven summaries and Copilot tools. Features range from screeners and dashboards to analyst estimates, ownership datasets, and filings. Plans are gated by data history, AI prompt limits, event counts, and export access. Enterprise unlocks click-through auditability into source filings and U.S. as-reported views, with exports rolling out internationally. The API provides fundamentals, KPIs, and delayed pricing. SOC 2 Type II certified with a public status page.
Categories
Platforms
Web
Mobile
API
Pricing
Free
Subscription
Quick highlights
- Global market coverage for more than 100,000 stocks, ETFs, and funds.
- Detailed company fundamentals including segments and KPIs for over 2,000 firms, with historical depth expanding by plan tier.
- AI Copilot and automated summaries to speed up research; monthly prompt allowances scale with subscription level, with custom summaries on higher tiers.
- Analyst data including forward estimates, revisions, price targets, and ratings.
- Investor-relations coverage with earnings call audio, transcripts, slide decks, filings, and corporate events, with higher tiers removing event caps.
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Perplexity Finance
perplexity.ai
Editor’s pick Hands-on review
AI-assisted finance hub with quote and overview pages for stocks, ETFs, funds, and crypto. Free to use with search limits; Pro lifts caps and unlocks Pro/Deep Research. Enterprise Pro connects to data subscriptions like FactSet and Crunchbase and adds SSO/SCIM. Data providers are disclosed on each page. Not designed for trading execution.
Categories
Platforms
Web
Mobile
Desktop
Pricing
Free
Subscription
Quick highlights
- Ticker pages with detailed Overview, Financials, Historical Data, and Earnings tabs, including analyst ratings and 12-month price targets.
- Watchlist feature and a Screener tab available directly in the Finance hub.
- AI-curated news feeds on instrument pages with linked sources.
- Data providers include Financial Modeling Prep (fundamentals), Unusual Whales (options), Quartr (transcripts), and FinChat/Fiscal.ai (earnings).
- Crypto section with Historical Data downloads and Coinbase COIN50 index charts on the Finance homepage.
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Overlap
Shared focus areas
9 overlapsMutual strengths include Screeners, Data Visualizations, and Watchlist plus 6 more areas.
Where they differ
Fiscal.ai
Distinct strengths include:
- Global market coverage for more than 100,000 stocks, ETFs, and funds.
- Detailed company fundamentals including segments and KPIs for over 2,000 firms, with historical depth expanding by plan tier.
- AI Copilot and automated summaries to speed up research; monthly prompt allowances scale with subscription level, with custom summaries on higher tiers.
- Analyst data including forward estimates, revisions, price targets, and ratings.
Perplexity Finance
Distinct strengths include:
- Ticker pages with detailed Overview, Financials, Historical Data, and Earnings tabs, including analyst ratings and 12-month price targets.
- Watchlist feature and a Screener tab available directly in the Finance hub.
- AI-curated news feeds on instrument pages with linked sources.
- Data providers include Financial Modeling Prep (fundamentals), Unusual Whales (options), Quartr (transcripts), and FinChat/Fiscal.ai (earnings).
Feature-by-feature breakdown
| Attribute | Fiscal.ai | Perplexity Finance |
|---|---|---|
Categories Which research workflows each platform targets | Shared: Screeners, Data Visualizations, Watchlist, Financials, Transcripts, ETF Overview, Analyst Forecasts, Analyst Recommendations, Analyst Price Targets Unique: Stock Comparison, Portfolio, Alerts, Calendar, Dividends, Splits, ETF Holdings, ETF Performance, Insider Data, Institutional Data, 13F, Valuation Models, Data APIs | Shared: Screeners, Data Visualizations, Watchlist, Financials, Transcripts, ETF Overview, Analyst Forecasts, Analyst Recommendations, Analyst Price Targets Unique: News |
Asset types Supported asset classes and universes | Stocks, ETFs, Mutual Funds | Stocks, ETFs, Mutual Funds, Closed-End Funds, Cryptos |
Experience levels Who each product is built for | Beginner, Intermediate, Advanced | Beginner, Intermediate, Advanced |
Platforms Where you can access the product | Web, Mobile, API | Web, Mobile, Desktop |
Pricing High-level pricing models | Free, Subscription | Free, Subscription |
Key features Core capabilities called out by each vendor | Unique
| Unique
|
Tested Verified by hands-on testing inside Find My Moat | Yes | Yes |
Editor pick Featured inside curated shortlists | Highlighted | Highlighted |
Frequently Asked Questions
Which workflows do Fiscal.ai and Perplexity Finance both support?
Both platforms cover Screeners, Data Visualizations, Watchlist, Financials, Transcripts, ETF Overview, Analyst Forecasts, Analyst Recommendations, and Analyst Price Targets workflows, so you can research those use cases in either tool before digging into the feature differences below.
Do Fiscal.ai and Perplexity Finance require subscriptions?
Both Fiscal.ai and Perplexity Finance keep freemium access with optional paid upgrades, so you can trial each platform before committing.
How can you access Fiscal.ai and Perplexity Finance?
Both Fiscal.ai and Perplexity Finance support web and mobile access, making it easy to keep tabs on research away from the desk.
What unique strengths set the two platforms apart?
Fiscal.ai differentiates itself with Global market coverage for more than 100,000 stocks, ETFs, and funds., Detailed company fundamentals including segments and KPIs for over 2,000 firms, with historical depth expanding by plan tier., and AI Copilot and automated summaries to speed up research; monthly prompt allowances scale with subscription level, with custom summaries on higher tiers., whereas Perplexity Finance stands out for Ticker pages with detailed Overview, Financials, Historical Data, and Earnings tabs, including analyst ratings and 12-month price targets., Watchlist feature and a Screener tab available directly in the Finance hub., and AI-curated news feeds on instrument pages with linked sources..
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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.