Tool Comparison
Fiscal.ai vs Reflexivity
- Paid from
- $39/mo
- Free plan
- Yes
- Platforms
- Web, API
Best if
- You want the cheaper way in: plans start at $39/mo instead of $99.99/mo
- You want stock ideas, stock comparison, and data visualizations.
- You're newer to investing and want something approachable
- Paid from
- $99.99/mo
- Free plan
- Yes
- Platforms
- Web, API
Best if
- You want quant, performance attribution, and scenario & stress tests.
Pick Fiscal.ai if
Fiscal.ai
Free • From $39/mo · Web · API
- You want the cheaper way in: plans start at $39/mo instead of $99.99/mo
- You want stock ideas, stock comparison, and data visualizations.
- You're newer to investing and want something approachable
Pick Reflexivity if
Reflexivity
Free • From $99.99/mo · Web · API
- You want quant, performance attribution, and scenario & stress tests.
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 Reflexivity cover a lot of the same ground (9 shared categories, including screeners, portfolio, and news), so for the basics you won't go far wrong with either. Fiscal.ai simply does more: 29 categories to Reflexivity's 13, including stock ideas, stock comparison, and data visualizations. Reflexivity counters by keeping things simpler.
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Fiscal.ai
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Key differences at a glance
- Cheaper paid plan
- Fiscal.ai$39/mo vs $99.99/mo
- Free trial
- Fiscal.ai14 days
- Broader coverage
- Fiscal.ai29 vs 13 categories
- Beginner friendly
- 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 Reflexivity does best
- AI research workflows over institutional datasets from providers such as S&P Global, LSEG Datastream, Nasdaq, Cboe, and other sources included in the platform.
- Tools for running Deep Research workflows that can analyze data, write and execute code, create research reports, and export data or visualizations.
- Search across filings, transcripts, presentations, central bank documents, and proprietary uploads through Document Intelligence.
- OCR on charts and tables so documents can become searchable and analyzable research inputs.
- Monitor portfolios with real-time alerts, risk and exposure analytics, performance attribution, and daily insight generation.
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 $99.99/mo |
Free tier | Yes | Yes |
Free trial | 14 days | — |
Plan limits | 37 limits: Terminal - Free: financials history (annual): 10, Terminal - Free: financials history (quarterly): 6 +35 more | 7 limits: Basic via IBKR: market coverage: US equities, Basic via IBKR: news sources: Benzinga only +5 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 | — |
| Audience & fit | ||
Experience level | Beginner, Intermediate, Advanced | Intermediate, Advanced |
Best for | Retail Traders, Pro Retail +11 more | — |
Categories covered | 29 | 13 |
Regions | North America, Europe, APAC, LatAm, Middle East, Africa | 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: Tick and EOD +1 more | Latency: Real-time and End of Day and Granularity: EOD |
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: Universe builder, Stress tests: Rates, FX, and EquityCrash +3 more |
Security | SOC2 and Status page | SOC2 |
| Try it | Visit Fiscal.ai | Visit Reflexivity |
Standout features
The best features of Fiscal.ai and Reflexivity.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 Reflexivity does best
- AI research workflows over institutional datasets from providers such as S&P Global, LSEG Datastream, Nasdaq, Cboe, and other sources included in the platform.
- Tools for running Deep Research workflows that can analyze data, write and execute code, create research reports, and export data or visualizations.
- Search across filings, transcripts, presentations, central bank documents, and proprietary uploads through Document Intelligence.
- OCR on charts and tables so documents can become searchable and analyzable research inputs.
- Monitor portfolios with real-time alerts, risk and exposure analytics, performance attribution, and daily insight generation.
All details
Every attribute we track for Fiscal.ai and Reflexivity.ShowHide
All details
| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFsMutual FundsFunds | StocksETFsBondsCommoditiesCurrencies |
Experience | BeginnerIntermediateAdvanced | IntermediateAdvanced |
Target audience | Retail TradersPro RetailInstitutional InvestorsAnalystsQuants/DevelopersLong-term InvestorsValue InvestorsGrowth Investors+5 more | Not specified |
Regions | North AmericaEuropeAPACLatAmMiddle EastAfrica | North AmericaEuropeAPACLatAmMiddle EastAfrica |
Coverage details | Identifiers: Ticker, CUSIP, ISIN, and FIGI | Identifiers: Ticker |
| Data | ||
Data freshness | Real-time15-min DelayedEnd of Day | Real-timeEnd of Day |
Data granularity | TickEOD | 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 | CSVManual |
Integrations | MCPClaude ConnectorChatGPTCodex CLICursorVS Code CopilotGemini CLIPerplexity+1 more | Not specified |
Export formats | CSVImagePDF | Excel |
| Plans & trust | ||
Security & compliance | SOC2Status page | SOC2 |
Capability signals | Custom formulasUniverse builderCitation pinningAI summaries: Filings, Transcripts, and News | Universe builderStress tests: Rates, FX, and EquityCrashPortfolio attributionCitation pinningAI summaries: Filings, Transcripts, and News |
Vendor & support | Stratosphere Technology Inc.Country: CanadaFounded 2021Support: Email | Knabble, Inc. (dba Reflexivity)Country: United StatesSupport: Email |
Curation ratings | Methodology 5/5Reliability 4/5UX 5/5 | Not specified |
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 | Free“Basic via IBKR”market coverage: US equities · news sources: Benzinga only · +2 more |
| Entry paid plan | $39/mo“Terminal - Pro (Monthly)”financials history (annual): 15 · financials history (quarterly): 20 · +10 more | $99.99/mo“Plus via IBKR”market coverage: Global · alfred queries: Unlimited · +1 more |
| Top plan | $199/mo“Terminal - Enterprise (Monthly)”financials history (annual): 20+ · financials history (quarterly): 40+ · +10 more | — |
| Custom / enterprise | Contact sales“API - Paid” | Contact sales“Institutional” |
| Free trial | 14 days | — |
Alternatives
Free alternatives
Questions we keep getting
What's the difference between Fiscal.ai and Reflexivity?
Fiscal.ai leans toward stock ideas, screeners, and stock comparison, while Reflexivity puts more weight on screeners, quant, and performance attribution. They overlap in 9 categories, so for most people it comes down to workflow preference and price.
How much do Fiscal.ai and Reflexivity cost?
Good news: both Fiscal.ai and Reflexivity have free plans, so you can run them side by side and only pay if you hit a wall.
Which is better for beginners: Fiscal.ai or Reflexivity?
Fiscal.ai is the friendlier place to start; its interface takes less getting used to. Both work fine once you're past the basics.
Do Fiscal.ai and Reflexivity 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 Reflexivity?
It depends on what you're after. Pick Fiscal.ai if stock ideas and stock comparison matter to you; go with Reflexivity if you'd rather have quant and performance attribution. And if you only need the basics both share, let price decide.
What asset classes do Fiscal.ai and Reflexivity cover?
Both cover stocks and ETFs. Fiscal.ai also handles mutual funds and funds. Reflexivity adds bonds, commodities, and currencies on top.
Do Fiscal.ai and Reflexivity 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 Reflexivity?
Yes, both export to spreadsheets (Fiscal.ai: CSV; Reflexivity: Excel), which is handy if you like running your own numbers.
Which has a better stock screener: Fiscal.ai or Reflexivity?
Both Fiscal.ai and Reflexivity 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 Reflexivity?
Yes, both do portfolio tracking: holdings, performance, and allocation in one place.
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