★ BEST INVESTING TOOLS COMPARISON ★
VOL. XCIV, NO. 247
Tool comparison edition
Tool Comparison
Fiscal.ai vs Qfinr
Pick Fiscal.ai if
Fiscal.ai
Best for stock comparison and data visualizations
Free • From $39/mo · Web · API · 57% positive (30 votes)
- Delayed quotes won't cut it; you need real-time data
- You'd rather start free and only pay if you outgrow it
- You want an API so you can script or automate things
Pick Qfinr if
Qfinr
Best for backtesting and scenario & stress tests
Subscription · Web · Mobile
- You do a lot of your research from your phone
- You care about backtesting, scenario & stress tests, and ETF screeners, 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.
The verdict
The bottom line
Fiscal.ai and Qfinr cover a lot of the same ground (4 shared categories, including stock ideas, screeners, and portfolio), so for the basics you won't go far wrong with either. Fiscal.ai simply does more: 29 categories to Qfinr's 8, including stock comparison, data visualizations, and institutional ownership. Qfinr counters by keeping things simpler.
Key differences at a glance
- Mobile app
- Qfinr
- Free plan
- Fiscal.ai
- Free trial
- Fiscal.ai14 days
- Broader coverage
- Fiscal.ai29 vs 8 categories
- API access
- Fiscal.ai
- Real-time data
- Fiscal.ai
Comparison snapshot
| Attribute | ||
|---|---|---|
| Pricing & plans | ||
Starting price | Free • From $39/mo | Subscription |
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 | — |
| Platforms & access | ||
Web app | Yes | Yes |
Mobile app | No | Yes |
API access | Yes | No |
Broker sync | No | No |
Integrations | MCP, Claude Connector +7 more | CAMS (statement import), Karvy / KFintech (statement import) +6 more |
| Audience & fit | ||
Experience level | Beginner, Intermediate, Advanced | Beginner, Intermediate, Advanced |
Best for | Retail Traders, Pro Retail +11 more | — |
Categories covered | 29 | 8 |
Regions | North America, Europe, APAC, LatAm, Middle East, Africa | — |
| Data & capabilities | ||
Data quality | 3 signals: Latency: Real-time, 15-min Delayed, and End of Day, Granularity: EOD +1 more | Latency: End of Day and Granularity: EOD |
Data partners | 5 partners: Fiscal.ai Data Feed, S&P Global Market Intelligence +3 more | — |
Capabilities | 6 signals: Custom formulas, Universe builder +4 more | — |
Security | SOC2 and Status page | — |
| Try it | Visit Fiscal.ai | Visit Qfinr |
Standout features
What Fiscal.ai does best
- Research global stocks, ETFs, mutual funds, and funds through dashboards, watchlists, portfolio views, visualizations, fundamentals, estimates, transcripts, filings, news, and event data.
- Use AI Copilot, AI summaries, and AI-generated reports to speed up earnings review, filing review, peer comparison, financial analysis, and company research.
- Analyze fundamentals, ratios, standardized financials, as-reported data, adjusted metrics, segment data, KPIs, analyst estimates, revisions, ratings, and price targets.
- Use 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 Qfinr does best
- Track a multi-asset portfolio across stocks, ETFs, mutual funds, bonds, commodities, deposits, and cash-style accounts.
- Import holdings manually, through Excel or CSV templates, or from broker and custodian statements instead of direct broker OAuth sync.
- Use statement-import workflows for Indian custodians and brokers such as CAMS, KFintech, NSDL, CDSL, Zerodha, HDFC Securities, ICICI Securities, and Kotak Securities.
- Analyze portfolio risk with stress-testing and what-if tools designed for understanding how holdings may react under different market conditions.
- Benchmark portfolio behavior using daily return comparisons rather than only checking current market value.
Data & access details
| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFsMutual FundsFunds | StocksETFsMutual FundsBondsCommoditiesOther |
Experience | BeginnerIntermediateAdvanced | BeginnerIntermediateAdvanced |
Target audience | Retail TradersPro RetailInstitutional InvestorsAnalystsQuants/DevelopersLong-term InvestorsValue InvestorsGrowth Investors+5 more | Not specified |
Regions | North AmericaEuropeAPACLatAmMiddle EastAfrica | Not specified |
Coverage details | Identifiers: Ticker, CUSIP, ISIN, and FIGI | Countries: INIdentifiers: RIC and 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 | Not specified |
API auth & delivery | Auth: APIKeyWebhooks50 req/minDocs | Not specified |
Import methods | Manual | CSVCustodianManual |
Integrations | MCPClaude ConnectorChatGPTCodex CLICursorVS Code CopilotGemini CLIPerplexity+1 more | CAMS (statement import)Karvy / KFintech (statement import)NSDL (statement import)CDSL (statement import)Zerodha (CSV import)HDFC Securities (export/import file)ICICI Securities (export/import file)Kotak Securities (export/import file) |
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 | Not specified |
Vendor & support | Stratosphere Technology Inc.Country: CanadaFounded 2021Support: Email | Qfinr Pte LtdSupport: Email |
Curation ratings | Methodology 5/5Reliability 4/5UX 5/5 | Methodology 2/5Reliability 3/5UX 3/5 |
Green tags are exclusive to that tool in this comparison.
Pricing breakdown
$39/mo
Starting price
Plans & pricing
- financials history (annual): 10
- financials history (quarterly): 6
- +8 more
- financials history (annual): 15
- financials history (quarterly): 20
- +10 more
- financials history (annual): 20+
- financials history (quarterly): 40+
- +10 more
- api calls per day: 250
- burst requests per minute: 50
- +1 more
—
Starting price
Plans & pricing
Coverage overlap
Shared categories
4Where the two tools cover the same ground.
Fiscal.ai strengths
25What you only get with Fiscal.ai.
Qfinr strengths
4What you only get with Qfinr.
Community category leaders
Vote sentiment comparison
Loading sentiment chart...
Frequently Asked Questions
What's the difference between Fiscal.ai and Qfinr?
Fiscal.ai leans toward stock ideas, screeners, and stock comparison, while Qfinr puts more weight on portfolio, watchlist, and backtesting. They overlap in 4 categories, so for most people it comes down to workflow preference and price.
Is Fiscal.ai or Qfinr free to use?
Fiscal.ai has a free tier, so you can get started without paying anything. Qfinr is paid-only. If budget matters, start with Fiscal.ai and see how far it takes you before opening your wallet.
Can I use Fiscal.ai or Qfinr on my phone?
Qfinr 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 Qfinr have an API?
Fiscal.ai has an API for programmatic access and custom integrations. Qfinr doesn't, so you're working through its interface.
Should I choose Fiscal.ai or Qfinr?
It depends on what you're after. Pick Fiscal.ai if stock comparison and data visualizations matter to you; go with Qfinr if you'd rather have backtesting and scenario & stress tests. And if you only need the basics both share, let price decide.
What asset classes do Fiscal.ai and Qfinr cover?
Both cover stocks, ETFs, and mutual funds. Fiscal.ai also handles funds. Qfinr adds bonds, commodities, and other on top.
Does Fiscal.ai or Qfinr have real-time data?
Fiscal.ai offers real-time data, which matters if you trade actively. Qfinr 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 Qfinr?
Fiscal.ai exports to CSV. Qfinr is stingier about getting data out.
Which has a better stock screener: Fiscal.ai or Qfinr?
Both Fiscal.ai and Qfinr 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 Qfinr?
Yes, both do portfolio tracking: holdings, performance, and allocation in one place.
Other tools you might like
These profiles share overlapping coverage with both sides of this matchup.
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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.