VOL. XCIV, NO. 247
BEST INVESTING TOOLS COMPARISON
Source checks: Fiscal.ai checked August 23, 2026 · Sharpely checked September 5, 2026
Tool Comparison
Fiscal.ai vs Sharpely
Pick Fiscal.ai if
Fiscal.ai
Free • From $39/mo · Web · API
- Delayed quotes won't cut it; you need real-time data
- You want an API so you can script or automate things
- You care about stock ideas, institutional ownership, and ETF analysis, things Sharpely doesn't offer
Pick Sharpely if
Sharpely
Free • Contact for pricing · Web · Mobile
- You do a lot of your research from your phone
- You care about ETF comparison, quant, and backtesting, 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 Sharpely cover a lot of the same ground (5 shared categories, including screeners, stock comparison, and data visualizations), so for the basics you won't go far wrong with either. Fiscal.ai simply does more: 29 categories to Sharpely's 9, including stock ideas, institutional ownership, and ETF analysis. Sharpely counters by being completely free.
What readers say
Fiscal.ai
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Sharpely
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Key differences at a glance
- Real-time data
- Fiscal.ai
- Free trial
- Fiscal.ai14 days
- Broader coverage
- Fiscal.ai29 vs 9 categories
- Mobile app
- Sharpely
- API access
- Fiscal.ai
- 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 • Contact for pricing |
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 | — |
| Platforms & access | ||
Web app | Yes | Yes |
Mobile app | No | Yes |
API access | Yes | No |
Broker sync | No | No |
Integrations | MCP, Claude Connector +7 more | — |
| Audience & fit | ||
Experience level | Beginner, Intermediate, Advanced | Beginner, Intermediate, Advanced |
Best for | Retail Traders, Pro Retail +11 more | Retail Traders, Pro Retail +2 more |
Categories covered | 29 | 9 |
Regions | North America, Europe, APAC, LatAm, Middle East, Africa | APAC |
| Data & capabilities | ||
Data quality | 3 signals: Latency: Real-time, 15-min Delayed, and End of Day, Granularity: Tick and EOD +1 more | 3 signals: Latency: End of Day, Granularity: EOD +1 more |
Data partners | 5 partners: Fiscal.ai Data Feed, S&P Global Market Intelligence +3 more | RRG Research |
Capabilities | 4 signals: Custom formulas, Universe builder +2 more | 8 signals: Custom formulas, Ranking backtests +6 more |
Security | SOC2 and Status page | — |
| Try it | Visit Fiscal.ai | Visit Sharpely |
Where each one shines
What Fiscal.ai and Sharpely each do best.ShowHide
Where each one shines
What Fiscal.ai and Sharpely 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.
- 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 Sharpely does best
- Use official Relative Rotation Graphs for Indian sectors, indices, stocks, ETFs, and other supported lists.
- The pricing page lists RRG charts under core benefits in every plan, while the public plan response does not list RRG among the Free tier's named features.
- Screen Indian stocks with more than 400 metrics and build rule-based stock, mutual-fund, and ETF strategies.
- Run historical backtests and review factor, valuation, momentum, sector, breadth, and seasonality data.
- Review stocks, mutual funds, ETFs, REITs, InvITs, AIFs, and household portfolios in WealthView.
Every detail we compared
Every tracked attribute for Fiscal.ai and Sharpely, side by side.ShowHide
Every detail we compared
Every tracked attribute for Fiscal.ai and Sharpely, side by side.| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFsMutual FundsFunds | StocksETFsMutual FundsReal EstateOther |
Experience | BeginnerIntermediateAdvanced | BeginnerIntermediateAdvanced |
Target audience | Retail TradersPro RetailInstitutional InvestorsAnalystsQuants/DevelopersLong-term InvestorsValue InvestorsGrowth Investors+5 more | Retail TradersPro RetailAnalystsQuants/Developers |
Regions | North AmericaEuropeAPACLatAmMiddle EastAfrica | APAC |
Coverage details | Identifiers: Ticker, CUSIP, ISIN, and FIGI | Countries: INExchanges: XNSE and XBOMIdentifiers: Ticker |
| Data | ||
Data freshness | Real-time15-min DelayedEnd of Day | End of Day |
Data granularity | TickEOD | EOD |
Data partners | Fiscal.ai Data FeedS&P Global Market IntelligenceMorningstarYChartsPerplexity | RRG Research |
| Access & integrations | ||
API protocols | REST | Not specified |
API auth & delivery | Auth: APIKeyWebhooks50 req/minDocs | Not specified |
Import methods | Manual | Manual |
Integrations | MCPClaude ConnectorChatGPTCodex CLICursorVS Code CopilotGemini CLIPerplexity+1 more | Not specified |
Export formats | CSVImagePDF | Excel |
| Plans & trust | ||
Security & compliance | SOC2Status page | Not specified |
Capability signals | Custom formulasUniverse builderCitation pinningAI summaries: Filings, Transcripts, and News | Custom formulasRanking backtestsUniverse builderFactors: Value, Quality, Momentum, Growth, LowVol, and SizeFactor exposurePortfolio attributionPortfolio factor exposureCorrelation |
Vendor & support | Stratosphere Technology Inc.Country: CanadaFounded 2021Support: Email | Mintbox Solutions Pvt. Ltd.Country: INSupport: Email and Forum |
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 | Free |
| Entry paid plan | $39/mo“Terminal - Pro (Monthly)”financials history (annual): 15 · financials history (quarterly): 20 · +10 more | INR 599/mo“Pro — monthly” |
| Tier 2 | $199/mo“Terminal - Enterprise (Monthly)”financials history (annual): 20+ · financials history (quarterly): 40+ · +10 more | INR 5799/yr“Pro — annual” |
| Tier 3 | — | INR 1299/mo“Black — monthly” |
| Top plan | — | INR 12499/yr“Black — annual” |
| Custom / enterprise | Contact sales“API - Paid” | Contact sales“Enterprise” |
| Free trial | 14 days | — |
Questions we keep getting
What's the difference between Fiscal.ai and Sharpely?
Fiscal.ai leans toward stock ideas, screeners, and stock comparison, while Sharpely puts more weight on screeners, data visualizations, and stock comparison. They overlap in 5 categories, so for most people it comes down to workflow preference and price.
How much do Fiscal.ai and Sharpely cost?
Good news: both Fiscal.ai and Sharpely 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 Sharpely on my phone?
Sharpely 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.
Does Fiscal.ai or Sharpely have an API?
Fiscal.ai has an API for programmatic access and custom integrations. Sharpely doesn't, so you're working through its interface.
Should I choose Fiscal.ai or Sharpely?
It depends on what you're after. Pick Fiscal.ai if stock ideas and institutional ownership matter to you; go with Sharpely if you'd rather have ETF comparison and quant. And if you only need the basics both share, let price decide.
What asset classes do Fiscal.ai and Sharpely cover?
Both cover stocks, ETFs, and mutual funds. Fiscal.ai also handles funds. Sharpely adds real estate and other on top.
Does Fiscal.ai or Sharpely have real-time data?
Fiscal.ai offers real-time data, which matters if you trade actively. Sharpely 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 Sharpely?
Yes, both export to spreadsheets (Fiscal.ai: CSV; Sharpely: Excel), which is handy if you like running your own numbers.
Which has a better stock screener: Fiscal.ai or Sharpely?
Both Fiscal.ai and Sharpely 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 Sharpely?
Yes, both do portfolio tracking: holdings, performance, and allocation in one place.
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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.