Tool Comparison
Fiscal.ai vs Simply Safe Dividends
- Paid from
- $39/mo
- Free plan
- Yes
- Platforms
- Web, API
Best if
- You'd rather start free and only pay if you outgrow it
- You want an API so you can script or automate things
- You want stock ideas, stock comparison, and institutional ownership.
- Paid from
- $39/mo
- Free plan
- No
- Platforms
- Web
Best if
- You want scores and other.
Start here
Fiscal.ai
Free • From $39/mo · Web · API
- You'd rather start free and only pay if you outgrow it
- You want an API so you can script or automate things
- You want stock ideas, stock comparison, and institutional ownership.
Pick Simply Safe Dividends instead if
Simply Safe Dividends
From $468/yr · Web
- You want scores and other.
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 Simply Safe Dividends cover a lot of the same ground (9 shared categories, including screeners, data visualizations, and portfolio), so for the basics you won't go far wrong with either. Fiscal.ai simply does more: 29 categories to Simply Safe Dividends's 11, including stock ideas, stock comparison, and institutional ownership. Simply Safe Dividends counters by keeping things simpler.
What readers say
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Key differences at a glance
- Free plan
- Fiscal.ai
- Broader coverage
- Fiscal.ai29 vs 11 categories
- API access
- Fiscal.ai
- Broker sync
- Simply Safe Dividends
- Global coverage
- Fiscal.ai
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 Simply Safe Dividends does best
- Dividend Safety Scores to evaluate payout risk with labeled buckets from Very Unsafe to Very Safe.
- Monitor a portfolio through broker sync, manual entry, or CSV import.
- Screening for stocks and closed-end funds with dividend, valuation, quality, income, and safety-oriented filters.
- Track income calendars, forward dividend forecasts, special dividends, payout changes, and monthly recap emails.
- Receive alerts for dividend changes, safety-score changes, and portfolio events.
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 | From $468/yr |
Free tier | Yes | No |
Free trial | 14 days | 14 days |
Plan limits | 37 limits: Terminal - Free: financials history (annual): 10, Terminal - Free: financials history (quarterly): 6 +35 more | Annual: first time subscriber refund days: 60 and Annual: billing cadence: annual only |
| Platforms & access | ||
Web app | Yes | Yes |
Mobile app | No | No |
API access | Yes | No |
Broker sync | No | Yes |
Integrations | MCP, Claude Connector +7 more | — |
| Audience & fit | ||
Experience level | Beginner, Intermediate, Advanced | Beginner, Intermediate, Advanced |
Best for | Retail Traders, Pro Retail +11 more | — |
Categories covered | 29 | 11 |
Regions | North America, Europe, APAC, LatAm, Middle East, Africa | North America |
| 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 | Universe builder and Broker sync |
Security | SOC2 and Status page | — |
| Try it | Visit Fiscal.ai | Visit Simply Safe Dividends |
Standout features
The best features of Fiscal.ai and Simply Safe Dividends.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 Simply Safe Dividends does best
- Dividend Safety Scores to evaluate payout risk with labeled buckets from Very Unsafe to Very Safe.
- Monitor a portfolio through broker sync, manual entry, or CSV import.
- Screening for stocks and closed-end funds with dividend, valuation, quality, income, and safety-oriented filters.
- Track income calendars, forward dividend forecasts, special dividends, payout changes, and monthly recap emails.
- Receive alerts for dividend changes, safety-score changes, and portfolio events.
All details
Every attribute we track for Fiscal.ai and Simply Safe Dividends.ShowHide
All details
| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFsMutual FundsFunds | StocksClosed-End FundsETFsBonds |
Experience | BeginnerIntermediateAdvanced | BeginnerIntermediateAdvanced |
Target audience | Retail TradersPro RetailInstitutional InvestorsAnalystsQuants/DevelopersLong-term InvestorsValue InvestorsGrowth Investors+5 more | Not specified |
Regions | North AmericaEuropeAPACLatAmMiddle EastAfrica | North America |
Coverage details | Identifiers: Ticker, CUSIP, ISIN, and FIGI | Countries: USIdentifiers: 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 | CSVBrokerOAuthManual |
Integrations | MCPClaude ConnectorChatGPTCodex CLICursorVS Code CopilotGemini CLIPerplexity+1 more | Not specified |
Export formats | CSVImagePDF | CSV |
| Plans & trust | ||
Security & compliance | SOC2Status page | Not specified |
Capability signals | Custom formulasUniverse builderCitation pinningAI summaries: Filings, Transcripts, and News | Universe builderBroker sync |
Vendor & support | Stratosphere Technology Inc.Country: CanadaFounded 2021Support: Email | Simply Safe DividendsCountry: USFounded 2015Support: Email |
Curation ratings | Methodology 5/5Reliability 4/5UX 5/5 | Methodology 5/5Reliability 4/5UX 4/5 |
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 | — |
| Entry paid plan | $39/mo“Terminal - Pro (Monthly)”financials history (annual): 15 · financials history (quarterly): 20 · +10 more | $468/yr≈ $39/mo“Annual”first time subscriber refund days: 60 · billing cadence: annual only |
| 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 | 14 days | 14 days |
Questions we keep getting
What's the difference between Fiscal.ai and Simply Safe Dividends?
Fiscal.ai leans toward stock ideas, screeners, and stock comparison, while Simply Safe Dividends puts more weight on portfolio, watchlist, and alerts. They overlap in 9 categories, so for most people it comes down to workflow preference and price.
Is Fiscal.ai or Simply Safe Dividends free to use?
Fiscal.ai has a free tier, so you can get started without paying anything. Simply Safe Dividends is paid-only. If budget matters, start with Fiscal.ai and see how far it takes you before opening your wallet.
Does Fiscal.ai or Simply Safe Dividends have an API?
Fiscal.ai has an API for programmatic access and custom integrations. Simply Safe Dividends doesn't, so you're working through its interface.
Should I choose Fiscal.ai or Simply Safe Dividends?
It depends on what you're after. Pick Fiscal.ai if stock ideas and stock comparison matter to you; go with Simply Safe Dividends if you'd rather have scores and other. And if you only need the basics both share, let price decide.
What asset classes do Fiscal.ai and Simply Safe Dividends cover?
Both cover stocks and ETFs. Fiscal.ai also handles mutual funds and funds. Simply Safe Dividends adds closed-end funds and bonds on top.
Do Fiscal.ai and Simply Safe Dividends offer real-time data?
Yes, both serve real-time market data, so either works when timing matters.
Which covers international markets: Fiscal.ai or Simply Safe Dividends?
Fiscal.ai has documented international coverage (North America, Europe, APAC, LatAm, and more), so it's the safer bet if you hold non-US stocks. Simply Safe Dividends is more region-specific, mainly North America.
Can I export data from Fiscal.ai and Simply Safe Dividends?
Yes, both export to spreadsheets (CSV), which is handy if you like running your own numbers.
Can Fiscal.ai or Simply Safe Dividends connect to my broker?
Simply Safe Dividends syncs with brokers automatically. With Fiscal.ai, you're entering holdings by hand or importing files.
Which has a better stock screener: Fiscal.ai or Simply Safe Dividends?
Both Fiscal.ai and Simply Safe Dividends 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 Simply Safe Dividends?
Yes, both do portfolio tracking: holdings, performance, and allocation in one place.
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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.