VOL. XCIV, NO. 247

★ FINANCIAL TOOLS & SERVICES DIRECTORY ★

PRICE: 5 CENTS

Sunday, December 7, 2025

Tool Comparison

Fiscal.ai vs Sharesight comparison

Compare pricing, supported platforms, categories, and standout capabilities to decide which tool fits your workflow.

Quick takeaways

Fiscal.ai adds Screeners, Stock Comparison, Data Visualizations, Investor Holdings, ETF Overview, ETF Performance, ETF Holdings, ETF Fundamentals, ETF Valuation, Financials, Valuation Models, Dividends, Insider Data, Institutional Data, 13F, Improved Filings, Transcripts, Analyst Forecasts, Analyst Recommendations, Analyst Price Targets, News, Alerts, Calendar, Splits, Data APIs, Webhooks, AI, AI Chat, AI Business Summary, AI Earnings Summary, AI Filings Summary, AI Report, Newsletters, and Education coverage that Sharesight skips.

Sharesight includes Performance Attribution, Risk Metrics (VaR/ES/Drawdown), Downloadable Tax Reports, Capital Gains Estimator, Dividend Tax / ADR Withholding, Broker Connectors, and Videos categories that Fiscal.ai omits.

Sharesight offers mobile access, which Fiscal.ai skips.

In depth comparison

Fiscal.ai

fiscal.ai

Editor’s pick Hands-on review

All‑in‑one AI‑powered fundamental research terminal and institutional‑grade data API for global equities, ETFs & funds. Combines deep financials, segments & KPIs, ownership/13F data, IR content, analyst estimates, screeners, dashboards and an AI Copilot into a single workflow. Enterprise and API tiers target professional investors and fintechs with long history, auditability back to filings, and SOC2 Type II security.

Platforms

WebAPI

Pricing

FreeSubscription

Quick highlights

Modern web-based research terminal with dashboards, customizable watchlists, portfolio stats, and fundamental charting for 100,000+ global stocks, ETFs, and funds.
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.
Rich segment & KPI database across ~2,300 large-cap names, including company-specific business KPIs that are hard to aggregate manually.
AI Copilot for conversational research, capable of summarizing earnings, screening for ideas, comparing peers, and explaining drivers with citations back to sources.
Integrated analyst estimates, revisions, ratings, and price targets, linked to standardized and adjusted metrics for easier model building.

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Sharesight

sharesight.com

Global, tax‑aware portfolio tracker with EOD/delayed equity pricing (15–20 min on major markets), automated dividends & corporate actions, contribution analysis, and drawdown risk reporting. Imports from 200+ brokers via file/email and selected direct broker APIs; Xero accounting sync. Crypto & FX update intraday (~5‑min). Business plan for advisers offers per‑portfolio pricing.

Platforms

WebMobileAPI

Pricing

FreeSubscription

Quick highlights

Track stocks, ETFs, funds, some listed bonds, crypto, FX, property & other custom assets in one portfolio view.
Coverage across 60+ exchanges; US & LSE quotes typically 15‑minute delayed; ASX/NZX 20‑minute delayed; many other markets EOD.
Automatic dividends, distributions, DRP/DRIP (when data available), splits, consolidations, and other corporate actions.
Performance reports with component returns (capital, dividends, FX), contribution analysis (by holding, sector, country, groups), and drawdown risk (MDD/RoMaD).
Tax reports incl. Taxable Income; CGT reports for AU & CA; NZ FIF reporting (FDR & CV methods).

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Where they differ

Fiscal.ai

Distinct strengths include:

Screeners Stock Comparison Data Visualizations Investor Holdings ETF Overview ETF Performance ETF Holdings ETF Fundamentals

Modern web-based research terminal with dashboards, customizable watchlists, portfolio stats, and fundamental charting for 100,000+ global stocks, ETFs, and funds.
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.
Rich segment & KPI database across ~2,300 large-cap names, including company-specific business KPIs that are hard to aggregate manually.
AI Copilot for conversational research, capable of summarizing earnings, screening for ideas, comparing peers, and explaining drivers with citations back to sources.

Sharesight

Distinct strengths include:

Performance Attribution Risk Metrics (VaR/ES/Drawdown)Downloadable Tax Reports Capital Gains Estimator Dividend Tax / ADR Withholding Broker Connectors Videos

Track stocks, ETFs, funds, some listed bonds, crypto, FX, property & other custom assets in one portfolio view.
Coverage across 60+ exchanges; US & LSE quotes typically 15‑minute delayed; ASX/NZX 20‑minute delayed; many other markets EOD.
Automatic dividends, distributions, DRP/DRIP (when data available), splits, consolidations, and other corporate actions.
Performance reports with component returns (capital, dividends, FX), contribution analysis (by holding, sector, country, groups), and drawdown risk (MDD/RoMaD).

Feature-by-feature breakdown

Attribute	Fiscal.ai	Sharesight
Categories Which research workflows each platform targets	Shared: Portfolio, Watchlist, APIs & SDKs, Blogs Unique: Screeners, Stock Comparison, Data Visualizations, Investor Holdings, ETF Overview, ETF Performance, ETF Holdings, ETF Fundamentals, ETF Valuation, Financials, Valuation Models, Dividends, Insider Data, Institutional Data, 13F, Improved Filings, Transcripts, Analyst Forecasts, Analyst Recommendations, Analyst Price Targets, News, Alerts, Calendar, Splits, Data APIs, Webhooks, AI, AI Chat, AI Business Summary, AI Earnings Summary, AI Filings Summary, AI Report, Newsletters, Education	Shared: Portfolio, Watchlist, APIs & SDKs, Blogs Unique: Performance Attribution, Risk Metrics (VaR/ES/Drawdown), Downloadable Tax Reports, Capital Gains Estimator, Dividend Tax / ADR Withholding, Broker Connectors, Videos
Asset types Supported asset classes and universes	Stocks, ETFs, Mutual Funds, Funds	Stocks, ETFs, Mutual Funds, Bonds, Commodities, Currencies, Cryptos, Real Estate
Experience levels Who each product is built for	Beginner, Intermediate, Advanced	Beginner, Intermediate, Advanced
Platforms Where you can access the product	Web, API	Web, Mobile, API
Pricing High-level pricing models	Free, Subscription	Free, Subscription
Key features Core capabilities called out by each vendor	Unique Modern web-based research terminal with dashboards, customizable watchlists, portfolio stats, and fundamental charting for 100,000+ global stocks, ETFs, and funds. 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. Rich segment & KPI database across ~2,300 large-cap names, including company-specific business KPIs that are hard to aggregate manually. AI Copilot for conversational research, capable of summarizing earnings, screening for ideas, comparing peers, and explaining drivers with citations back to sources. Integrated analyst estimates, revisions, ratings, and price targets, linked to standardized and adjusted metrics for easier model building. Ownership & flow data, including insider transactions, institutional holders, 13F data and curated ‘Super Investors’ views and hedge fund letters.	Unique Track stocks, ETFs, funds, some listed bonds, crypto, FX, property & other custom assets in one portfolio view. Coverage across 60+ exchanges; US & LSE quotes typically 15‑minute delayed; ASX/NZX 20‑minute delayed; many other markets EOD. Automatic dividends, distributions, DRP/DRIP (when data available), splits, consolidations, and other corporate actions. Performance reports with component returns (capital, dividends, FX), contribution analysis (by holding, sector, country, groups), and drawdown risk (MDD/RoMaD). Tax reports incl. Taxable Income; CGT reports for AU & CA; NZ FIF reporting (FDR & CV methods). Imports via broker trade‑confirmation emails, CSV/XLS bulk uploads, and direct connections for selected brokers; Xero sync for accounting.
Tested Verified by hands-on testing inside Find My Moat	Yes	Not yet
Editor pick Featured inside curated shortlists	Highlighted	Standard listing

Frequently Asked Questions

Which workflows do Fiscal.ai and Sharesight both support?

Both platforms cover Portfolio, Watchlist, APIs & SDKs, and Blogs workflows, so you can research those use cases in either tool before digging into the feature differences below.

Do Fiscal.ai and Sharesight require subscriptions?

Both Fiscal.ai and Sharesight keep freemium access with optional paid upgrades, so you can trial each platform before committing.

Which tool has mobile access?

Sharesight ships a dedicated mobile experience, while Fiscal.ai focuses on web or desktop access.

What unique strengths set the two platforms apart?

Fiscal.ai differentiates itself with Modern web-based research terminal with dashboards, customizable watchlists, portfolio stats, and fundamental charting for 100,000+ global stocks, ETFs, and funds., 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., and Rich segment & KPI database across ~2,300 large-cap names, including company-specific business KPIs that are hard to aggregate manually., whereas Sharesight stands out for Track stocks, ETFs, funds, some listed bonds, crypto, FX, property & other custom assets in one portfolio view., Coverage across 60+ exchanges; US & LSE quotes typically 15‑minute delayed; ASX/NZX 20‑minute delayed; many other markets EOD., and Automatic dividends, distributions, DRP/DRIP (when data available), splits, consolidations, and other corporate actions..

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