★ BEST INVESTING TOOLS COMPARISON ★
VOL. XCIV, NO. 247
Tool comparison edition
Tool Comparison
Fiscal.ai vs QuickFS
Fiscal.ai
Best for stock ideas and screeners
Free • From $468/yr
QuickFS
Best for sheets / excel add-ins
Free • From $29/mo
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The verdict
The bottom line
Fiscal.ai and QuickFS cover a lot of the same ground (3 shared categories, data visualizations, financials, and APIs & data feeds), so for the basics you won't go far wrong with either. Fiscal.ai simply does more: 29 categories to QuickFS's 4, including stock ideas, screeners, and stock comparison. QuickFS counters by starting cheaper at $29/mo.
Key differences at a glance
- Real-time data
- Fiscal.ai
- Cheaper paid plan
- QuickFS$29/mo vs $39/mo
- Free trial
- Fiscal.ai14 days
- Broader coverage
- Fiscal.ai29 vs 4 categories
- Desktop app
- QuickFS
- Asset coverage
- Fiscal.aiAdds ETFs and mutual funds
Choose
Fiscal.ai if…
- Delayed quotes won't cut it; you need real-time data
- You care about stock ideas, screeners, and stock comparison, things QuickFS doesn't offer
- You're a long-term investor who cares more about fundamentals than headlines
Choose
QuickFS if…
- You want the cheaper way in: plans start at $29/mo instead of $39/mo
- You care about sheets / excel add-ins, something Fiscal.ai doesn't offer
Comparison snapshot
| Attribute | ||
|---|---|---|
| Pricing & plans | ||
Starting price | Free • From $468/yr | Free • From $29/mo |
Free tier | Yes | Yes |
Free trial | 14 days | — |
Plan limits | 61 limits: Terminal - Free: financials history (annual): 10, Terminal - Free: financials history (quarterly): 6 +59 more | — |
| Platforms & access | ||
Web app | Yes | Yes |
Desktop app | No | Yes |
Mobile app | No | No |
API access | Yes | Yes |
Broker sync | No | — |
Integrations | MCP, Claude Connector +7 more | Microsoft Excel |
| Audience & fit | ||
Experience level | Beginner, Intermediate, Advanced | Beginner, Intermediate, Advanced |
Best for | Retail Traders, Pro Retail +11 more | — |
Categories covered | 29 | 4 |
Regions | North America, Europe, APAC, LatAm, Middle East, Africa | North America, Europe, APAC |
| 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 QuickFS |
Standout features
What Fiscal.ai does best
- Modern web-based research terminal with dashboards, customizable watchlists, portfolio views, and visualizations across 100,000+ global stocks, ETFs, mutual funds, and funds.
- Deep fundamentals and segment/KPI coverage, including proprietary KPI feeds for 2,250+ companies in the pricing table and largest 2,300 companies globally by market capitalization in API docs; history depth scales by plan tier.
- AI Copilot for conversational research plus AI summaries and AI-generated reports, designed to speed up earnings, filings, and peer comparisons.
- Fiscal MCP is now documented as a first-class integration surface: Fiscal.ai is an official Claude Connector, and the same Streamable HTTP MCP endpoint works with ChatGPT developer mode, Cursor, Codex CLI, VS Code Copilot, Gemini CLI and other MCP clients via OAuth or API-key bearer auth.
- Fiscal Skills provide packaged analyst workflows for MCP clients, including financials pull, three-statement model, segments/KPIs, comp set, valuation, industry report, ownership activity, filing finder, quality scores and earnings reaction.
What QuickFS does best
- 20‑year history for 200+ standardized metrics and statements across 40,000+ international stocks.
- Excel add‑in with =QFS("ticker","metric","period") to pull data directly into models (Mac/Windows/Excel Online); Microsoft AppSource still lists the add-in and states a QuickFS account is required.
- Public REST API for fundamentals, market data, and company metadata; batch requests supported.
- One‑click Excel/CSV exports and bulk database downloads (full‑universe CSV files).
- Ticker format with country suffix (e.g., AAPL:US) and global coverage across U.S., Canada, Europe, Australia, and more.
Data & access details
| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFsMutual FundsFunds | Stocks |
Experience | BeginnerIntermediateAdvanced | BeginnerIntermediateAdvanced |
Target audience | Retail TradersPro RetailInstitutional InvestorsAnalystsQuants/DevelopersLong-term InvestorsValue InvestorsGrowth Investors+5 more | Not specified |
Regions | North AmericaEuropeAPACLatAmMiddle EastAfrica | North AmericaEuropeAPAC |
Coverage details | Identifiers: Ticker, CUSIP, ISIN, and FIGI | 4 countriesIdentifiers: 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: APIKey |
Import methods | Manual | Not specified |
Integrations | MCPClaude ConnectorChatGPTCodex CLICursorVS Code CopilotGemini CLIPerplexity+1 more | Microsoft Excel |
Export formats | CSVImagePDF | CSVExcelJSON |
| 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 | QuickFS.net, LLCSupport: 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 breakdown
$468/yr
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): 15
- financials history (quarterly): 20
- +10 more
- financials history (annual): 20+
- financials history (quarterly): 40+
- +10 more
- financials history (annual): 20+
- financials history (quarterly): 40+
- +10 more
- api calls per day: 250
- burst requests per minute: 50
- +1 more
$29/mo
Lower starting price
Plans & pricing
Coverage overlap
Shared categories
3Where the two tools cover the same ground.
Fiscal.ai strengths
26What you only get with Fiscal.ai.
QuickFS strengths
1What you only get with QuickFS.
Community category leaders
Vote sentiment comparison
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Frequently Asked Questions
What's the difference between Fiscal.ai and QuickFS?
Fiscal.ai leans toward stock ideas, screeners, and stock comparison, while QuickFS puts more weight on financials, data visualizations, and APIs & data feeds. They overlap in 3 categories, so for most people it comes down to workflow preference and price.
How much do Fiscal.ai and QuickFS cost?
Good news: both Fiscal.ai and QuickFS have free plans, so you can run them side by side and only pay if you hit a wall.
Do Fiscal.ai and QuickFS 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 QuickFS?
It depends on what you're after. Pick Fiscal.ai if stock ideas and screeners matter to you; go with QuickFS if you'd rather have sheets / excel add-ins. And if you only need the basics both share, let price decide.
What asset classes do Fiscal.ai and QuickFS cover?
Both cover stocks. Fiscal.ai also handles ETFs, mutual funds, and funds.
Does Fiscal.ai or QuickFS have real-time data?
Fiscal.ai offers real-time data, which matters if you trade actively. QuickFS 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 QuickFS?
Yes, both export to spreadsheets (CSV), which is handy if you like running your own numbers.
Which has a better stock screener: Fiscal.ai or QuickFS?
Fiscal.ai has a stock screener for surfacing ideas; QuickFS doesn't, and focuses its energy elsewhere.
Can I track my portfolio with Fiscal.ai or QuickFS?
Fiscal.ai handles portfolio tracking. QuickFS is really a research tool; you'd track your portfolio elsewhere.
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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.