★ BEST INVESTING TOOLS COMPARISON ★
VOL. XCIV, NO. 247
Tool comparison edition
Tool Comparison
Fiscal.ai vs PortfoliosLab
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, institutional ownership, and ETF analysis, things PortfoliosLab doesn't offer
Pick PortfoliosLab if
PortfoliosLab
Free • From $8.33/mo · Web · API
- You want the cheaper way in: plans start at $8.33/mo instead of $39/mo
- You care about backtesting, correlation, and risk metrics, 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 PortfoliosLab cover a lot of the same ground (9 shared categories, including screeners, stock comparison, and data visualizations), so for the basics you won't go far wrong with either. Fiscal.ai simply does more: 29 categories to PortfoliosLab's 17, including stock ideas, institutional ownership, and ETF analysis. PortfoliosLab counters by starting cheaper at $8.33/mo.
What readers say
Fiscal.ai
Vote once to reveal the community verdict.
PortfoliosLab
Vote once to reveal the community verdict.
Key differences at a glance
- Cheaper paid plan
- PortfoliosLab$8.33/mo vs $39/mo
- Free trial
- Fiscal.ai7 days
- Broader coverage
- Fiscal.ai29 vs 17 categories
- Real-time data
- Fiscal.ai
- Asset coverage
- PortfoliosLabAdds cryptos and currencies
- 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 • From $8.33/mo |
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 | 23 limits: Free: watchlists: 1, Free: watchlist symbols: 100 +21 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 | MCP, ChatGPT +1 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 | 17 |
Regions | North America, Europe, APAC, LatAm, Middle East, Africa | North America, Europe |
| 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, 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 | 6 signals: Factor exposure, VaR/ES +4 more |
Security | SOC2 and Status page | — |
| Try it | Visit Fiscal.ai | Visit PortfoliosLab |
Where each one shines
What Fiscal.ai and PortfoliosLab each do best.ShowHide
Where each one shines
What Fiscal.ai and PortfoliosLab 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 PortfoliosLab does best
- Backtest portfolios and single instruments with configurable rebalancing, benchmark comparisons, and longer historical windows on paid plans.
- Analysis of performance, drawdowns, volatility, VaR, CVaR, Sharpe, Sortino, Omega, Calmar, Martin, Treynor, and related risk-adjusted ratios.
- Comparison tools for stocks, ETFs, mutual funds, funds, crypto, and currency instruments across performance, risk, drawdown, and diversification views.
- Correlation, alpha/beta, factor, diversification, and optimization tools including mean-variance, risk parity, HRP, and HERC models.
- Screening for stocks, ETFs, and mutual funds with daily-recalculated filters, then export results where the selected plan allows it.
Every detail we compared
Every tracked attribute for Fiscal.ai and PortfoliosLab, side by side.ShowHide
Every detail we compared
Every tracked attribute for Fiscal.ai and PortfoliosLab, side by side.| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFsMutual FundsFunds | StocksETFsMutual FundsFundsCryptosCurrencies |
Experience | BeginnerIntermediateAdvanced | BeginnerIntermediateAdvanced |
Target audience | Retail TradersPro RetailInstitutional InvestorsAnalystsQuants/DevelopersLong-term InvestorsValue InvestorsGrowth Investors+5 more | Retail TradersPro RetailInstitutional InvestorsLong-term InvestorsIndex/Passive InvestorsQuants/DevelopersAnalystsFinancial Advisors |
Regions | North AmericaEuropeAPACLatAmMiddle EastAfrica | North AmericaEurope |
Coverage details | Identifiers: Ticker, CUSIP, ISIN, and FIGI | Countries: US and GBIdentifiers: Ticker |
| Data | ||
Data freshness | Real-time15-min DelayedEnd of Day | End of Day |
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: NoneDocs |
Import methods | Manual | ManualCSV |
Integrations | MCPClaude ConnectorChatGPTCodex CLICursorVS Code CopilotGemini CLIPerplexity+1 more | MCPChatGPTClaude |
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 | Factor exposureVaR/ESPerformance attributionRebalancingPortfolio factor exposureCorrelation |
Vendor & support | Stratosphere Technology Inc.Country: CanadaFounded 2021Support: Email | PortfoliosLabSupport: Email |
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 | Freewatchlists: 1 · watchlist symbols: 100 · +4 more |
| Entry paid plan | $39/mo“Terminal - Pro (Monthly)”financials history (annual): 15 · financials history (quarterly): 20 · +10 more | $8.33/mo“Plus”watchlists: 5 · private portfolios: 5 · +3 more |
| Tier 2 | $199/mo“Terminal - Enterprise (Monthly)”financials history (annual): 20+ · financials history (quarterly): 40+ · +10 more | $20.83/mo“Pro”watchlists: 10 · private portfolios: Unlimited · +3 more |
| Top plan | — | $75/mo“Max”watchlists: 10 · watchlist symbols: 2,000 · +5 more |
| Custom / enterprise | Contact sales“API - Paid” | — |
| Free trial | 7 days | — |
Questions we keep getting
What's the difference between Fiscal.ai and PortfoliosLab?
Fiscal.ai leans toward stock ideas, screeners, and stock comparison, while PortfoliosLab puts more weight on portfolio, watchlist, and backtesting. They overlap in 9 categories, so for most people it comes down to workflow preference and price.
How much do Fiscal.ai and PortfoliosLab cost?
Good news: both Fiscal.ai and PortfoliosLab have free plans, so you can run them side by side and only pay if you hit a wall.
Do Fiscal.ai and PortfoliosLab 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 PortfoliosLab?
It depends on what you're after. Pick Fiscal.ai if stock ideas and institutional ownership matter to you; go with PortfoliosLab if you'd rather have backtesting and correlation. And if you only need the basics both share, let price decide.
What asset classes do Fiscal.ai and PortfoliosLab cover?
Both cover stocks, ETFs, mutual funds, and funds. PortfoliosLab adds cryptos and currencies on top.
Does Fiscal.ai or PortfoliosLab have real-time data?
Fiscal.ai offers real-time data, which matters if you trade actively. PortfoliosLab 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 PortfoliosLab?
Fiscal.ai exports to CSV. PortfoliosLab is stingier about getting data out.
Are Fiscal.ai and PortfoliosLab good for long-term investing?
Yes, both are aimed squarely at long-term investors. Compare their coverage, workflow, and price before assuming they solve the same long-term research job.
Which has a better stock screener: Fiscal.ai or PortfoliosLab?
Both Fiscal.ai and PortfoliosLab 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 PortfoliosLab?
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.