Fiscal.ai vs Quicken (Simplifi & Classic) comparison

Fiscal.ai focuses on Screeners, Stock Comparison, and Data Visualizations while Quicken (Simplifi & Classic) specializes in Portfolio, Watchlist, and Tax Lots / Lot Optimization. They overlap in 5 categories, so choose based on your preferred workflow and pricing.

Fiscal.ai offers a free tier that lets you get started without paying, while Quicken (Simplifi & Classic) requires a subscription. If budget is a concern, start with Fiscal.ai and upgrade later if you need more advanced features.

Both platforms target experienced investors. If you're just starting out, expect a learning curve with either option.

Quicken (Simplifi & Classic) has a mobile app so you can check your research on the go. Fiscal.ai is web-only, so you'll need a browser to access it from mobile devices.

Fiscal.ai provides API access for programmatic data retrieval and custom integrations. Quicken (Simplifi & Classic) doesn't currently offer an API, so you'll need to use their web interface.

Choose Fiscal.ai if you need Modern web-based research terminal with dashboards, customizable watchlists, portfolio stats, and fundamental charting for 100,000+ global stocks, ETFs, and funds., and Deep fundamental coverage: 10–20+ years of annual and 6–40+ quarters of quarterly financials by plan, with ratios, common-size statements, and adjusted metrics.. Go with Quicken (Simplifi & Classic) if Aggregates virtually all major investment account types (401(k), IRAs, brokerage, 403(b), other retirement accounts, and taxable brokerage) from 14,000+ financial institutions into a single portfolio view showing holdings, balances, performance, and retirement savings across all accounts (Simplifi & Classic)., and Simplifi investments dashboard calculates both Time-Weighted Return (TWR) and Internal Rate of Return (IRR) across accounts, updates values with real-time market prices, and provides a curated news feed based on your specific holdings. better fits how you invest.

Both cover Stocks, ETFs, Mutual Funds, and Funds. Quicken (Simplifi & Classic) adds coverage for Bonds, and Cryptos.

Yes, both platforms provide real-time market data. This makes either suitable for active trading strategies where timing matters.

Both platforms let you export data to spreadsheets (CSV). This is useful for custom analysis or record-keeping.

Yes, both platforms cater to long-term investors with fundamental analysis tools, valuation metrics, and portfolio tracking features.

Fiscal.ai includes a stock screener for finding investment ideas. Quicken (Simplifi & Classic) focuses on other analytical tools.

Both platforms include portfolio tracking, so you can monitor your holdings, performance, and allocation in one place.