Tool Comparison
Fiscal.ai vs Portseido
- Paid from
- $39/mo
- Free plan
- Yes
- Platforms
- Web, API
Best if
- You want an API so you can script or automate things
- You want stock ideas, screeners, and stock comparison.
- Paid from
- $8/mo
- Free plan
- Yes
- Platforms
- Web, Mobile
Best if
- You want the cheaper way in: plans start at $8/mo instead of $39/mo
- You do a lot of your research from your phone
- You want performance attribution, risk metrics, and tax lots / lot optimization.
Pick Fiscal.ai if
Fiscal.ai
Free • From $39/mo · Web · API
- You want an API so you can script or automate things
- You want stock ideas, screeners, and stock comparison.
Pick Portseido if
Portseido
Free • From $8/yr · Web · Mobile
- You want the cheaper way in: plans start at $8/mo instead of $39/mo
- You do a lot of your research from your phone
- You want performance attribution, risk metrics, and tax lots / lot optimization.
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 Portseido cover a lot of the same ground (4 shared categories, including data visualizations, portfolio, and splits), so for the basics you won't go far wrong with either. Fiscal.ai simply does more: 29 categories to Portseido's 11, including stock ideas, screeners, and stock comparison. Portseido counters by starting cheaper at $8/mo.
What readers say
Fiscal.ai
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Key differences at a glance
- Cheaper paid plan
- Portseido$8/mo vs $39/mo
- Broader coverage
- Fiscal.ai29 vs 11 categories
- Mobile app
- Portseido
- API access
- Fiscal.ai
- 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 Portseido does best
- Tracking stocks, ETFs, crypto, mutual funds, and custom assets across web, iOS, and Android, with public coverage claims spanning 70+ exchanges and investors in 160+ countries.
- Metrics for portfolio performance with money-weighted return, time-weighted return, simple return, beta, drawdown, Sharpe ratio, max drawdown duration, and benchmark comparisons.
- Analysis of allocation by business, industry, sector, country, region, asset class, and filtered multi-portfolio views.
- Automation for dividend tracking with dividend schedules, upcoming and estimated dividend views, cash dividend transactions, and user-defined withholding-tax rates.
- Review open, closed, and partially open lots with realized and unrealized gains, annualized return versus benchmark, and FIFO, LIFO, or weighted-average cost basis.
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 $8/yr |
Free tier | Yes | Yes |
Free trial | 14 days | 14 days |
Plan limits | 37 limits: Terminal - Free: financials history (annual): 10, Terminal - Free: financials history (quarterly): 6 +35 more | 8 limits: Free: transactions: 100, Free: portfolios: 1 +6 more |
| Platforms & access | ||
Web app | Yes | Yes |
Mobile app | No | Yes |
API access | Yes | No |
Broker sync | No | No |
Integrations | MCP, Claude Connector +7 more | Google Sheets, Broker statement uploads +17 more |
| Audience & fit | ||
Experience level | Beginner, Intermediate, Advanced | Beginner, Intermediate, Advanced |
Best for | Retail Traders, Pro Retail +11 more | Retail Traders, Pro Retail +2 more |
Categories covered | 29 | 11 |
Regions | North America, Europe, APAC, LatAm, Middle East, Africa | North America, Europe, APAC, LatAm, Middle East |
| Data & capabilities | ||
Data quality | 3 signals: Latency: Real-time, 15-min Delayed, and End of Day, Granularity: Tick and EOD +1 more | 6 signals: Latency: Real-time and End of Day, Granularity: EOD +4 more |
Data partners | 5 partners: Fiscal.ai Data Feed, S&P Global Market Intelligence +3 more | — |
Capabilities | 4 signals: Custom formulas, Universe builder +2 more | 5 signals: Performance attribution, Portfolio attribution +3 more |
Security | SOC2 and Status page | Encryption at rest |
| Try it | Visit Fiscal.ai | Visit Portseido |
Standout features
The best features of Fiscal.ai and Portseido.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 Portseido does best
- Tracking stocks, ETFs, crypto, mutual funds, and custom assets across web, iOS, and Android, with public coverage claims spanning 70+ exchanges and investors in 160+ countries.
- Metrics for portfolio performance with money-weighted return, time-weighted return, simple return, beta, drawdown, Sharpe ratio, max drawdown duration, and benchmark comparisons.
- Analysis of allocation by business, industry, sector, country, region, asset class, and filtered multi-portfolio views.
- Automation for dividend tracking with dividend schedules, upcoming and estimated dividend views, cash dividend transactions, and user-defined withholding-tax rates.
- Review open, closed, and partially open lots with realized and unrealized gains, annualized return versus benchmark, and FIFO, LIFO, or weighted-average cost basis.
All details
Every attribute we track for Fiscal.ai and Portseido.ShowHide
All details
| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFsMutual FundsFunds | StocksETFsCryptosMutual FundsReal EstateOther |
Experience | BeginnerIntermediateAdvanced | BeginnerIntermediateAdvanced |
Target audience | Retail TradersPro RetailInstitutional InvestorsAnalystsQuants/DevelopersLong-term InvestorsValue InvestorsGrowth Investors+5 more | Retail TradersPro RetailLong-term InvestorsDividend Investors |
Regions | North AmericaEuropeAPACLatAmMiddle EastAfrica | North AmericaEuropeAPACLatAmMiddle East |
Coverage details | Identifiers: Ticker, CUSIP, ISIN, and FIGI | 31 countriesIdentifiers: Ticker |
| Data | ||
Data freshness | Real-time15-min DelayedEnd of Day | Real-timeEnd of Day |
Data granularity | TickEOD | EOD |
Pricing sources | Not specified | VendorManual |
Data partners | Fiscal.ai Data FeedS&P Global Market IntelligenceMorningstarYChartsPerplexity | Not specified |
| Access & integrations | ||
API protocols | REST | Not specified |
API auth & delivery | Auth: APIKeyWebhooks50 req/minDocs | Not specified |
Import methods | Manual | CSVManual |
Integrations | MCPClaude ConnectorChatGPTCodex CLICursorVS Code CopilotGemini CLIPerplexity+1 more | Google SheetsBroker statement uploadsDEGIROTrading 212TD AmeritradeCharles SchwabFidelityInteractive Brokers+11 more |
Export formats | CSVImagePDF | Not specified |
| Plans & trust | ||
Security & compliance | SOC2Status page | Encryption at rest |
Capability signals | Custom formulasUniverse builderCitation pinningAI summaries: Filings, Transcripts, and News | Performance attributionPortfolio attributionTax lotsMulti-currencyCost basis: FIFO and LIFO |
Vendor & support | Stratosphere Technology Inc.Country: CanadaFounded 2021Support: Email | Portseido Co., Ltd.Country: ThailandFounded 2021Support: Email |
Curation ratings | Methodology 5/5Reliability 4/5UX 5/5 | Methodology 3/5Reliability 4/5UX 4/5 |
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 | Freetransactions: 100 · portfolios: 1 |
| Entry paid plan | $39/mo“Terminal - Pro (Monthly)”financials history (annual): 15 · financials history (quarterly): 20 · +10 more | $8/yr≈ $8/mo“Plus”transactions: Unlimited · portfolios: 1 · +1 more |
| Top plan | $199/mo“Terminal - Enterprise (Monthly)”financials history (annual): 20+ · financials history (quarterly): 40+ · +10 more | $12/yr≈ $12/mo“Pro”transactions: Unlimited · portfolios: Multiple · +1 more |
| Custom / enterprise | Contact sales“API - Paid” | — |
| Free trial | 14 days | 14 days |
Alternatives
Free alternatives
Questions we keep getting
What's the difference between Fiscal.ai and Portseido?
Fiscal.ai leans toward stock ideas, screeners, and stock comparison, while Portseido puts more weight on portfolio, data visualizations, and performance attribution. They overlap in 4 categories, so for most people it comes down to workflow preference and price.
How much do Fiscal.ai and Portseido cost?
Good news: both Fiscal.ai and Portseido 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 Portseido on my phone?
Portseido 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.
Does Fiscal.ai or Portseido have an API?
Fiscal.ai has an API for programmatic access and custom integrations. Portseido doesn't, so you're working through its interface.
Should I choose Fiscal.ai or Portseido?
It depends on what you're after. Pick Fiscal.ai if stock ideas and screeners matter to you; go with Portseido if you'd rather have performance attribution and risk metrics. And if you only need the basics both share, let price decide.
What asset classes do Fiscal.ai and Portseido cover?
Both cover stocks, ETFs, and mutual funds. Fiscal.ai also handles funds. Portseido adds cryptos, real estate, and other on top.
Do Fiscal.ai and Portseido 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 Portseido?
Fiscal.ai exports to CSV. Portseido is stingier about getting data out.
Are Fiscal.ai and Portseido 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 Portseido?
Fiscal.ai has a stock screener for surfacing ideas; Portseido doesn't, and focuses its energy elsewhere.
Can I track my portfolio with Fiscal.ai or Portseido?
Yes, both do portfolio tracking: holdings, performance, and allocation in one place.
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