Tool Comparison
Fiscal.ai vs Perplexity Finance
- Paid from
- $39/mo
- Free plan
- Yes
- Platforms
- Web, API
Best if
- You want stock ideas, stock comparison, and portfolio.
- Paid from
- $20/mo
- Free plan
- Yes
- Platforms
- Web, Mobile, API
Best if
- You want the cheaper way in: plans start at $20/mo instead of $39/mo
- You do a lot of your research from your phone
- You want US government trades and options.
Pick Fiscal.ai if
Fiscal.ai
Free • From $39/mo · Web · API
- You want stock ideas, stock comparison, and portfolio.
Pick Perplexity Finance if
Perplexity Finance
Free • From $20/mo · Web · Mobile · API
- You want the cheaper way in: plans start at $20/mo instead of $39/mo
- You do a lot of your research from your phone
- You want US government trades and options.
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 Perplexity Finance cover a lot of the same ground (10 shared categories, including screeners, data visualizations, and watchlist), so for the basics you won't go far wrong with either. Fiscal.ai simply does more: 29 categories to Perplexity Finance's 12, including stock ideas, stock comparison, and portfolio. Perplexity Finance counters by starting cheaper at $20/mo.
What readers say
Fiscal.ai
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Perplexity Finance
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Key differences at a glance
- Cheaper paid plan
- Perplexity Finance$20/mo vs $39/mo
- Free trial
- Fiscal.ai14 days
- Broader coverage
- Fiscal.ai29 vs 12 categories
- Mobile app
- Perplexity Finance
- 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 Perplexity Finance does best
- Finance pages for stocks, ETFs, mutual funds, crypto, options, charts, news, financial data, analyst estimates, ownership data, filings, and earnings context.
- Support for asking cited finance questions that can reference SEC filings, company documents, news, and third-party finance datasets.
- Upgraded charts with volume, OHLCV tooltips, candlestick or area views, comparison overlays, moving averages, and custom date ranges.
- Tools for building watchlists and review AI-generated briefings that combine watchlist price movement with relevant market news.
- Screening for stocks in natural language with filters, columns, sorting, and coverage that includes U.S. and Indian equities.
Side by side
Pricing comparison
See for yourself
Side by side
Price, platforms, data, and market coverage.ShowHide
Side by side
| Attribute | ||
|---|---|---|
| Pricing & plans | ||
Starting price | Free • From $39/mo | Free • From $20/mo |
Free tier | Yes | Yes |
Free trial | 14 days | — |
Plan limits | 37 limits: Terminal - Free: financials history (annual): 10, Terminal - Free: financials history (quarterly): 6 +35 more | 6 limits: Standard (Free): pro searches per day: 3, Pro: pro searches: Extended access +4 more |
| Platforms & access | ||
Web app | Yes | Yes |
Mobile app | No | Yes |
API access | Yes | Yes |
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 +6 more |
Categories covered | 29 | 12 |
Regions | North America, Europe, APAC, LatAm, Middle East, Africa | North America, APAC |
| 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 |
Data partners | 5 partners: Fiscal.ai Data Feed, S&P Global Market Intelligence +3 more | 6 partners: Financial Modeling Prep, Unusual Whales +4 more |
Capabilities | 4 signals: Custom formulas, Universe builder +2 more | Universe builder and AI summaries: Filings and News |
Security | SOC2 and Status page | SOC2 and Status page |
| Try it | Visit Fiscal.ai | Visit Perplexity Finance |
Standout features
The best features of Fiscal.ai and Perplexity Finance.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 Perplexity Finance does best
- Finance pages for stocks, ETFs, mutual funds, crypto, options, charts, news, financial data, analyst estimates, ownership data, filings, and earnings context.
- Support for asking cited finance questions that can reference SEC filings, company documents, news, and third-party finance datasets.
- Upgraded charts with volume, OHLCV tooltips, candlestick or area views, comparison overlays, moving averages, and custom date ranges.
- Tools for building watchlists and review AI-generated briefings that combine watchlist price movement with relevant market news.
- Screening for stocks in natural language with filters, columns, sorting, and coverage that includes U.S. and Indian equities.
All details
Every attribute we track for Fiscal.ai and Perplexity Finance.ShowHide
All details
| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFsMutual FundsFunds | StocksETFsMutual FundsCryptosOptions |
Experience | BeginnerIntermediateAdvanced | BeginnerIntermediateAdvanced |
Target audience | Retail TradersPro RetailInstitutional InvestorsAnalystsQuants/DevelopersLong-term InvestorsValue InvestorsGrowth Investors+5 more | Retail TradersPro RetailLong-term InvestorsDay TradersStudents/ResearchersFinancial AdvisorsAnalystsInstitutional Investors |
Regions | North AmericaEuropeAPACLatAmMiddle EastAfrica | North AmericaAPAC |
Coverage details | Identifiers: Ticker, CUSIP, ISIN, and FIGI | Countries: US and INIdentifiers: Ticker |
| Data | ||
Data freshness | Real-time15-min DelayedEnd of Day | Real-time |
Data granularity | TickEOD | Not specified |
Data partners | Fiscal.ai Data FeedS&P Global Market IntelligenceMorningstarYChartsPerplexity | Financial Modeling PrepUnusual WhalesQuartrFiscal.aiS&P Global Market IntelligenceMorningstar |
| Access & integrations | ||
API protocols | REST | REST |
API auth & delivery | Auth: APIKeyWebhooks50 req/minDocs | Auth: APIKeyDocs |
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 | SOC2Status page |
Capability signals | Custom formulasUniverse builderCitation pinningAI summaries: Filings, Transcripts, and News | Universe builderAI summaries: Filings and News |
Vendor & support | Stratosphere Technology Inc.Country: CanadaFounded 2021Support: Email | Perplexity AI, Inc.Support: Email, Chat, and Forum |
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 | ||
|---|---|---|
| Free plan | Free“Terminal - Free”financials history (annual): 10 · financials history (quarterly): 6 · +8 more | Free“Standard (Free)”pro searches per day: 3 |
| Entry paid plan | $39/mo“Terminal - Pro (Monthly)”financials history (annual): 15 · financials history (quarterly): 20 · +10 more | $20/mo“Pro”pro searches: Extended access · annual price usd: 200 |
| Tier 2 | $199/mo“Terminal - Enterprise (Monthly)”financials history (annual): 20+ · financials history (quarterly): 40+ · +10 more | $200/mo“Max”pro searches: Weekly limits for advanced use · annual price usd: 2,000 |
| Top plan | — | $10/mo“Education Pro” |
| Custom / enterprise | Contact sales“API - Paid” | — |
| Free trial | 14 days | — |
Questions we keep getting
What's the difference between Fiscal.ai and Perplexity Finance?
Fiscal.ai leans toward stock ideas, screeners, and stock comparison, while Perplexity Finance puts more weight on screeners, watchlist, and data visualizations. They overlap in 10 categories, so for most people it comes down to workflow preference and price.
How much do Fiscal.ai and Perplexity Finance cost?
Good news: both Fiscal.ai and Perplexity Finance have free plans, so you can run them side by side and only pay if you hit a wall.
Can I use Fiscal.ai or Perplexity Finance on my phone?
Perplexity Finance 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 Perplexity Finance 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 Perplexity Finance?
It depends on what you're after. Pick Fiscal.ai if stock ideas and stock comparison matter to you; go with Perplexity Finance if you'd rather have US government trades and options. And if you only need the basics both share, let price decide.
What asset classes do Fiscal.ai and Perplexity Finance cover?
Both cover stocks, ETFs, and mutual funds. Fiscal.ai also handles funds. Perplexity Finance adds cryptos and options on top.
Do Fiscal.ai and Perplexity Finance 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 Perplexity Finance?
Fiscal.ai exports to CSV. Perplexity Finance is stingier about getting data out.
Is Fiscal.ai or Perplexity Finance better for day trading?
Perplexity Finance is the one positioned more for active traders. Fiscal.ai is the better fit if you care less about fast trading workflows and more about a calmer research process.
Which has a better stock screener: Fiscal.ai or Perplexity Finance?
Both Fiscal.ai and Perplexity Finance 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 Perplexity Finance?
Fiscal.ai handles portfolio tracking. Perplexity Finance is really a research tool; you'd track your portfolio elsewhere.
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