★ BEST INVESTING TOOLS COMPARISON ★
VOL. XCIV, NO. 247
Source check: Statfolio checked August 4, 2026
Tool Comparison
Fiscal.ai vs Statfolio
Start here
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, screeners, and stock comparison, things Statfolio doesn't offer
Pick Statfolio instead if
Statfolio
Free • From $10/mo · Web · Mobile
- You want the cheaper way in: plans start at $10/mo instead of $39/mo
- You do a lot of your research from your phone
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 Statfolio cover a lot of the same ground (6 shared categories, including data visualizations, portfolio, and news), so for the basics you won't go far wrong with either. Fiscal.ai simply does more: 29 categories to Statfolio's 6, including stock ideas, screeners, and stock comparison. Statfolio counters by starting cheaper at $10/mo.
What readers say
Fiscal.ai
Vote once to reveal the community verdict.
Statfolio
Vote once to reveal the community verdict.
Key differences at a glance
- Cheaper paid plan
- Statfolio$10/mo vs $39/mo
- Free trial
- Fiscal.ai7 days
- Broader coverage
- Fiscal.ai29 vs 6 categories
- Mobile app
- Statfolio
- API access
- Fiscal.ai
- Real-time data
- 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 | Free • From $10/mo |
Free tier | Yes | Yes |
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 | 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 | — |
Categories covered | 29 | 6 |
Regions | North America, Europe, APAC, LatAm, Middle East, Africa | North America, Europe, APAC |
| Data & capabilities | ||
Data quality | 3 signals: Latency: Real-time, 15-min Delayed, and End of Day, Granularity: EOD +1 more | 4 signals: Latency: End of Day, Granularity: EOD +2 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 | — |
Security | SOC2 and Status page | — |
| Try it | Visit Fiscal.ai | Visit Statfolio |
Where each one shines
What Fiscal.ai and Statfolio each do best.ShowHide
Where each one shines
What Fiscal.ai and Statfolio 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 Statfolio does best
- Tracking stock and ETF portfolios with positions aggregated into holdings, long and short support, and time-based performance charts.
- Enter trades manually or import order history when you need portfolio tracking without live broker sync.
- Views for reviewing daily price and dividend refreshes, with corporate actions such as dividends and share splits recorded automatically.
- Analysis of contribution and performance by portfolio, sector, industry, and individual holding, including realised versus unrealised profit.
- Diversification views to understand where holdings are concentrated across sectors, industries, currencies, and regions.
Every detail we compared
Every tracked attribute for Fiscal.ai and Statfolio, side by side.ShowHide
Every detail we compared
Every tracked attribute for Fiscal.ai and Statfolio, side by side.| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFsMutual FundsFunds | StocksETFs |
Experience | BeginnerIntermediateAdvanced | BeginnerIntermediateAdvanced |
Target audience | Retail TradersPro RetailInstitutional InvestorsAnalystsQuants/DevelopersLong-term InvestorsValue InvestorsGrowth Investors+5 more | Not specified |
Regions | North AmericaEuropeAPACLatAmMiddle EastAfrica | North AmericaEuropeAPAC |
Coverage details | Identifiers: Ticker, CUSIP, ISIN, and FIGI | 7 countries12 exchangesIdentifiers: 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 | 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 | Not specified |
| Plans & trust | ||
Security & compliance | SOC2Status page | Not specified |
Capability signals | Custom formulasUniverse builderPerformance attributionPortfolio attributionCitation pinningAI summaries: Filings, Transcripts, and News | Not specified |
Vendor & support | Stratosphere Technology Inc.Country: CanadaFounded 2021Support: Email | StatfolioFounded 2021Support: Email |
Curation ratings | Methodology 5/5Reliability 4/5UX 5/5 | Methodology 3/5Reliability 4/5UX 4/5 |
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 | $10/mo“Basic” |
| Tier 2 | $199/mo“Terminal - Enterprise (Monthly)”financials history (annual): 20+ · financials history (quarterly): 40+ · +10 more | $30/mo“Pro” |
| Top plan | — | Subscription“Custom” |
| Custom / enterprise | Contact sales“API - Paid” | — |
| Free trial | 7 days | — |
Questions we keep getting
What's the difference between Fiscal.ai and Statfolio?
Fiscal.ai leans toward stock ideas, screeners, and stock comparison, while Statfolio puts more weight on portfolio, dividends, and splits. They overlap in 6 categories, so for most people it comes down to workflow preference and price.
How much do Fiscal.ai and Statfolio cost?
Good news: both Fiscal.ai and Statfolio 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 Statfolio on my phone?
Statfolio 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 Statfolio have an API?
Fiscal.ai has an API for programmatic access and custom integrations. Statfolio doesn't, so you're working through its interface.
Should I choose Fiscal.ai or Statfolio?
It depends on what you're after. Pick Fiscal.ai if stock ideas and screeners matter to you; go with Statfolio if you prefer its overall approach. And if you only need the basics both share, let price decide.
What asset classes do Fiscal.ai and Statfolio cover?
Both cover stocks and ETFs. Fiscal.ai also handles mutual funds and funds.
Does Fiscal.ai or Statfolio have real-time data?
Fiscal.ai offers real-time data, which matters if you trade actively. Statfolio 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 Statfolio?
Fiscal.ai exports to CSV. Statfolio is stingier about getting data out.
Which has a better stock screener: Fiscal.ai or Statfolio?
Fiscal.ai has a stock screener for surfacing ideas; Statfolio doesn't, and focuses its energy elsewhere.
Can I track my portfolio with Fiscal.ai or Statfolio?
Yes, both do portfolio tracking: holdings, performance, and allocation in one place.
Keep researching
More comparisons to check
Other tools you might like
Keep Exploring
Feedback
Spot stale pricing, missing features, or a comparison that feels off? Send feedback on the verdict, table, alternatives, or recommendation.
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.