★ BEST INVESTING TOOLS COMPARISON ★
VOL. XCIV, NO. 247
Tool comparison edition
Tool Comparison
Fiscal.ai vs Reflexivity
Pick Fiscal.ai if
Fiscal.ai
Free • From $39/mo · Web · API
- You'd rather start free and only pay if you outgrow it
- You care about stock ideas, stock comparison, and data visualizations, things Reflexivity doesn't offer
- You're newer to investing and want something approachable
Pick Reflexivity if
Reflexivity
Subscription · Web · API
- You care about quant, performance attribution, and scenario & stress tests, 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.
Our take
The bottom line
Fiscal.ai and Reflexivity cover a lot of the same ground (8 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 12, including stock ideas, stock comparison, and data visualizations. Reflexivity counters by keeping things simpler.
What readers say
Fiscal.ai
Vote once to reveal the community verdict.
Reflexivity
Vote once to reveal the community verdict.
Key differences at a glance
- Free plan
- Fiscal.ai
- Free trial
- Fiscal.ai7 days
- Broader coverage
- Fiscal.ai29 vs 12 categories
- Beginner friendly
- Fiscal.ai
See for yourself
How they stack up
The side-by-side table: pricing, platforms, data, and coverage at a glance.ShowHide
How they stack up
The side-by-side table: pricing, platforms, data, and coverage at a glance.| Attribute | ||
|---|---|---|
| Pricing & plans | ||
Starting price | Free • From $39/mo | Subscription |
Free tier | Yes | No |
Free trial | 7 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 | 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 | 12 |
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: 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 | 6 signals: Custom formulas, Universe builder +4 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 |
Where each one shines
What Fiscal.ai and Reflexivity each do best.ShowHide
Where each one shines
What Fiscal.ai and Reflexivity each do best.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.
- AI Copilot, AI summaries, and AI-generated reports to speed up earnings review, filing review, peer comparison, 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.
- 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 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 tools 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.
- Monitoring portfolios with real-time alerts, risk and exposure analytics, performance attribution, and daily insight generation.
Every detail we compared
Every tracked attribute for Fiscal.ai and Reflexivity, side by side.ShowHide
Every detail we compared
Every tracked attribute for Fiscal.ai and Reflexivity, side by side.| 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 | 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 | 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 builderPerformance attributionPortfolio attributionCitation 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.
What you'll actually pay
Plans, billing, trials, and per-month pricing for both tools.ShowHide
What you'll actually pay
Plans, billing, trials, and per-month pricing for both tools.| Tier | ||
|---|---|---|
| Free plan | Free“Terminal - Free”financials history (annual): 10 · financials history (quarterly): 6 · +8 more | — |
| Entry paid plan | $39/mo“Terminal - Pro (Monthly)”financials history (annual): 15 · financials history (quarterly): 20 · +10 more | — |
| Top plan | $199/mo“Terminal - Enterprise (Monthly)”financials history (annual): 20+ · financials history (quarterly): 40+ · +10 more | — |
| Custom / enterprise | Contact sales“API - Paid” | — |
| Free trial | 7 days | — |
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 8 categories, so for most people it comes down to workflow preference and price.
Is Fiscal.ai or Reflexivity free to use?
Fiscal.ai has a free tier, so you can get started without paying anything. Reflexivity is paid-only. If budget matters, start with Fiscal.ai and see how far it takes you before opening your wallet.
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.
Keep researching
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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.