★ BEST INVESTING TOOLS COMPARISON ★
VOL. XCIV, NO. 247
Tool comparison edition
Tool Comparison
Fiscal.ai vs Sharesight
Pick Fiscal.ai if
Fiscal.ai
Free • From $39/mo · Web · API
- Delayed quotes won't cut it; you need real-time data
- You care about stock ideas, screeners, and stock comparison, things Sharesight doesn't offer
Pick Sharesight if
Sharesight
Free • Paid plans available · Web · Mobile · API
- You do a lot of your research from your phone
- You care about risk metrics, performance attribution, and downloadable tax reports, 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 Sharesight cover a lot of the same ground (4 shared categories, including portfolio, alerts, and dividends), so for the basics you won't go far wrong with either. Fiscal.ai simply does more: 29 categories to Sharesight's 13, including stock ideas, screeners, and stock comparison. Sharesight counters by being completely free.
What readers say
Fiscal.ai
Vote once to reveal the community verdict.
Sharesight
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Key differences at a glance
- Real-time data
- Fiscal.ai
- Broader coverage
- Fiscal.ai29 vs 13 categories
- Mobile app
- Sharesight
- Broker sync
- Sharesight
- Asset coverage
- SharesightAdds bonds and cryptos
- Free plan
- Both
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 | Free • Paid plans available |
Free tier | Yes | Yes |
Free trial | 7 days | 14 days |
Plan limits | 37 limits: Terminal - Free: financials history (annual): 10, Terminal - Free: financials history (quarterly): 6 +35 more | 14 limits: Free: portfolios: 1, Free: holdings: 10 +12 more |
| Platforms & access | ||
Web app | Yes | Yes |
Mobile app | No | Yes |
API access | Yes | Yes |
Broker sync | No | Yes |
Integrations | MCP, Claude Connector +7 more | Interactive Brokers, Trading 212 +4 more |
| Audience & fit | ||
Experience level | Beginner, Intermediate, Advanced | Beginner, Intermediate, Advanced |
Best for | Retail Traders, Pro Retail +11 more | Retail Traders, Pro Retail +6 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: EOD +1 more | 5 signals: Latency: End of Day, Granularity: EOD +3 more |
Data partners | 5 partners: Fiscal.ai Data Feed, S&P Global Market Intelligence +3 more | — |
Capabilities | 6 signals: Custom formulas, Universe builder +4 more | 11 signals: Broker sync, Portfolio attribution +9 more |
Security | SOC2 and Status page | 5 signals: SOC2, Data residency: Other +3 more |
| Try it | Visit Fiscal.ai | Visit Sharesight |
Where each one shines
What Fiscal.ai and Sharesight each do best.ShowHide
Where each one shines
What Fiscal.ai and Sharesight 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 Sharesight does best
- Tracking listed and unlisted investments across global markets, including stocks, ETFs, funds, bonds, crypto, cash, property, and custom investments.
- Import support for trades from supported brokers and finance apps or use CSV and manual workflows when a broker connection is unavailable.
- Metrics for portfolio performance with reports for returns, multi-period performance, diversity, exposure, contribution analysis, drawdown risk, and benchmarks where supported by plan.
- Tracking dividends, dividend reinvestment plans, splits, and other corporate actions with income and tax reports tied to portfolio tax residency.
- Handle multi-currency portfolios with automatic base-currency conversion plus valuation and FX-impact reporting.
Every detail we compared
Every tracked attribute for Fiscal.ai and Sharesight, side by side.ShowHide
Every detail we compared
Every tracked attribute for Fiscal.ai and Sharesight, side by side.| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFsMutual FundsFunds | StocksETFsMutual FundsFundsBondsCryptosReal EstateOther |
Experience | BeginnerIntermediateAdvanced | BeginnerIntermediateAdvanced |
Target audience | Retail TradersPro RetailInstitutional InvestorsAnalystsQuants/DevelopersLong-term InvestorsValue InvestorsGrowth Investors+5 more | Retail TradersPro RetailLong-term InvestorsDividend InvestorsIndex/Passive InvestorsFinancial AdvisorsRIAs / Wealth FirmsFamily Offices |
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 | 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: OAuth2Docs |
Import methods | Manual | CSVBrokerOAuthManual |
Integrations | MCPClaude ConnectorChatGPTCodex CLICursorVS Code CopilotGemini CLIPerplexity+1 more | Interactive BrokersTrading 212Hargreaves LansdownDEGIRORobinhoodXero |
Export formats | CSVImagePDF | CSVPDF |
| Plans & trust | ||
Security & compliance | SOC2Status page | SOC2Data residency: OtherEncryption at restEncryption in transitRole-based access |
Capability signals | Custom formulasUniverse builderPerformance attributionPortfolio attributionCitation pinningAI summaries: Filings, Transcripts, and News | Broker syncPortfolio attributionTax lotsMulti-currencyHouseholdingAlternatives supportClient reportingWhite label+3 more |
Vendor & support | Stratosphere Technology Inc.Country: CanadaFounded 2021Support: Email | Sharesight Pty LtdCountry: AustraliaSupport: 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 | Freeportfolios: 1 · holdings: 10 · +1 more |
| Entry paid plan | $39/mo“Terminal - Pro (Monthly)”financials history (annual): 15 · financials history (quarterly): 20 · +10 more | €7/mo“Starter”portfolios: 1 · holdings: 30 · +1 more |
| Tier 2 | $199/mo“Terminal - Enterprise (Monthly)”financials history (annual): 20+ · financials history (quarterly): 40+ · +10 more | €17/mo“Standard”portfolios: 4 · holdings: Unlimited · +1 more |
| Tier 3 | — | €23/mo“Premium”portfolios: 10 · holdings: Unlimited · +1 more |
| Top plan | — | €13.50/mo“Business”min portfolios: 5 · tiers: 5–19: €13.5; 20–49: €12; 50–99: €10.5; 100+: €9.2 per portfolio/month... |
| Custom / enterprise | Contact sales“API - Paid” | — |
| Free trial | 7 days | 14 days |
Questions we keep getting
What's the difference between Fiscal.ai and Sharesight?
Fiscal.ai leans toward stock ideas, screeners, and stock comparison, while Sharesight puts more weight on portfolio, risk metrics, and performance attribution. They overlap in 4 categories, so for most people it comes down to workflow preference and price.
How much do Fiscal.ai and Sharesight cost?
Good news: both Fiscal.ai and Sharesight have free plans, so you can run them side by side and only pay if you hit a wall.
Can I use Fiscal.ai or Sharesight on my phone?
Sharesight 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.
Do Fiscal.ai and Sharesight 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 Sharesight?
It depends on what you're after. Pick Fiscal.ai if stock ideas and screeners matter to you; go with Sharesight if you'd rather have risk metrics and performance attribution. And if you only need the basics both share, let price decide.
What asset classes do Fiscal.ai and Sharesight cover?
Both cover stocks, ETFs, mutual funds, and funds. Sharesight adds bonds, cryptos, and real estate on top.
Does Fiscal.ai or Sharesight have real-time data?
Fiscal.ai offers real-time data, which matters if you trade actively. Sharesight 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 Sharesight?
Yes, both export to spreadsheets (CSV), which is handy if you like running your own numbers.
Can Fiscal.ai or Sharesight connect to my broker?
Sharesight syncs with brokers automatically. With Fiscal.ai, you're entering holdings by hand or importing files.
Are Fiscal.ai and Sharesight good for long-term investing?
Yes, both are aimed squarely at long-term investors. Compare their coverage, workflow, and price before assuming they solve the same long-term research job.
Which has a better stock screener: Fiscal.ai or Sharesight?
Fiscal.ai has a stock screener for surfacing ideas; Sharesight doesn't, and focuses its energy elsewhere.
Can I track my portfolio with Fiscal.ai or Sharesight?
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.