Tool Comparison
Fiscal.ai vs Statfolio
- Paid from
- $39/mo
- Free plan
- Yes
- Platforms
- Web, API
Best if
- Delayed quotes won't cut it; you need real-time data
- You want an API so you can script or automate things
- You want stock ideas, screeners, and stock comparison.
- Paid from
- $10/mo
- Free plan
- Yes
- Platforms
- Web, Mobile
Best if
- 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
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 want stock ideas, screeners, and stock comparison.
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.
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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
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Statfolio
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Key differences at a glance
- Cheaper paid plan
- Statfolio$10/mo vs $39/mo
- Free trial
- Fiscal.ai14 days
- Broader coverage
- Fiscal.ai29 vs 6 categories
- Mobile app
- Statfolio
- API access
- Fiscal.ai
- Real-time data
- 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 Statfolio does best
- Stock and ETF portfolios with orders grouped into holdings, long and short positions, and historical performance charts.
- Enter trades manually or import order history when you need portfolio tracking without live broker sync.
- Review daily price and dividend refreshes, with corporate actions such as dividends and share splits recorded automatically.
- Contribution and performance by portfolio, sector, industry, and holding, including realised and unrealised profit.
- Diversification views to understand where holdings are concentrated across sectors, industries, currencies, and regions.
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 | Free • From $10/mo |
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 | — |
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: Tick and 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 | 4 signals: Custom formulas, Universe builder +2 more | — |
Security | SOC2 and Status page | — |
| Try it | Visit Fiscal.ai | Visit Statfolio |
Standout features
The best features of Fiscal.ai and Statfolio.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 Statfolio does best
- Stock and ETF portfolios with orders grouped into holdings, long and short positions, and historical performance charts.
- Enter trades manually or import order history when you need portfolio tracking without live broker sync.
- Review daily price and dividend refreshes, with corporate actions such as dividends and share splits recorded automatically.
- Contribution and performance by portfolio, sector, industry, and holding, including realised and unrealised profit.
- Diversification views to understand where holdings are concentrated across sectors, industries, currencies, and regions.
All details
Every attribute we track for Fiscal.ai and Statfolio.ShowHide
All details
| 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 | 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 | 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 builderCitation 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.
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 | Free |
| Entry paid plan | $39/mo“Terminal - Pro (Monthly)”financials history (annual): 15 · financials history (quarterly): 20 · +10 more | $10/mo“Basic” |
| Top plan | $199/mo“Terminal - Enterprise (Monthly)”financials history (annual): 20+ · financials history (quarterly): 40+ · +10 more | $30/mo“Pro” |
| Custom / enterprise | Contact sales“API - Paid” | Contact sales“Custom” |
| Free trial | 14 days | — |
Alternatives
Free alternatives
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.
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