★ BEST INVESTING TOOLS COMPARISON ★
VOL. XCIV, NO. 247
Source check: StockInsights.ai checked June 25, 2026
Tool Comparison
Fiscal.ai vs StockInsights.ai
Fiscal.ai
Best for stock ideas and screeners
Free • From $468/yr
StockInsights.ai
Best for custom dashboards
Free • From $200/yr
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The verdict
The bottom line
Fiscal.ai and StockInsights.ai cover a lot of the same ground (7 shared categories, including watchlist, alerts, and transcripts), so for the basics you won't go far wrong with either. Fiscal.ai simply does more: 29 categories to StockInsights.ai's 8, including stock ideas, screeners, and stock comparison. StockInsights.ai counters by starting cheaper at $17/mo.
Key differences at a glance
- Real-time data
- Fiscal.ai
- Cheaper paid plan
- StockInsights.ai$17/mo vs $39/mo
- Broader coverage
- Fiscal.ai29 vs 8 categories
- Asset coverage
- Fiscal.aiAdds ETFs and mutual funds
- Free plan
- Both
Choose
Fiscal.ai if…
- Delayed quotes won't cut it; you need real-time data
- You care about stock ideas, screeners, and stock comparison, things StockInsights.ai doesn't offer
- You're a long-term investor who cares more about fundamentals than headlines
Choose
StockInsights.ai if…
- You want the cheaper way in: plans start at $17/mo instead of $39/mo
- You care about custom dashboards, something Fiscal.ai doesn't offer
Comparison snapshot
| Attribute | ||
|---|---|---|
| Pricing & plans | ||
Starting price | Free • From $468/yr | Free • From $200/yr |
Free tier | Yes | Yes |
Free trial | 14 days | 7 days |
Plan limits | 61 limits: Terminal - Free: financials history (annual): 10, Terminal - Free: financials history (quarterly): 6 +59 more | 5 limits: Product Free: earnings call summaries: 10, Product Free: call and ten ksearches: 10 +3 more |
| Platforms & access | ||
Web app | Yes | Yes |
Mobile app | No | No |
API access | Yes | Yes |
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 +3 more |
Categories covered | 29 | 8 |
Regions | North America, Europe, APAC, LatAm, Middle East, Africa | North America, APAC |
| Data & capabilities | ||
Data quality | 3 signals: Latency: Real-time, 15-min Delayed, and End of Day, Granularity: EOD +1 more | Latency: End of Day and Granularity: EOD |
Data partners | 5 partners: Fiscal.ai Data Feed, S&P Global Market Intelligence +3 more | — |
Capabilities | 6 signals: Custom formulas, Universe builder +4 more | AI summaries: Filings and Transcripts |
Security | SOC2 and Status page | — |
| Try it | Visit Fiscal.ai | Visit StockInsights.ai |
Standout features
What Fiscal.ai does best
- Research global stocks, ETFs, mutual funds, and funds through dashboards, watchlists, portfolio views, visualizations, fundamentals, estimates, transcripts, filings, news, and event data.
- Use AI Copilot, AI summaries, and AI-generated reports to speed up earnings review, filing review, peer comparison, financial analysis, and company research.
- Analyze fundamentals, ratios, standardized financials, as-reported data, adjusted metrics, segment data, KPIs, analyst estimates, revisions, ratings, and price targets.
- Use 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 StockInsights.ai does best
- Ask questions across company filings and earnings transcripts.
- Read AI-generated earnings-call summaries and AI-categorized 8-K filings.
- Use latest SEC filing feeds and a full SEC filing dashboard on paid self-serve plans.
- Track watchlist alerts with free and paid limits.
- Use API documentation when integrating StockInsights.ai outputs into internal tools.
Data & access details
| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFsMutual FundsFunds | Stocks |
Experience | BeginnerIntermediateAdvanced | BeginnerIntermediateAdvanced |
Target audience | Retail TradersPro RetailInstitutional InvestorsAnalystsQuants/DevelopersLong-term InvestorsValue InvestorsGrowth Investors+5 more | Retail TradersPro RetailAnalystsQuants/DevelopersStudents/Researchers |
Regions | North AmericaEuropeAPACLatAmMiddle EastAfrica | North AmericaAPAC |
Coverage details | Identifiers: Ticker, CUSIP, ISIN, and FIGI | Countries: US and INIdentifiers: Ticker and CIK |
| 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 | REST |
API auth & delivery | Auth: APIKeyWebhooks50 req/minDocs | Auth: APIKeyDocs |
Import methods | Manual | Not specified |
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 | AI summaries: Filings and Transcripts |
Vendor & support | Stratosphere Technology Inc.Country: CanadaFounded 2021Support: Email | Serendib Labs Technologies Pvt Ltd.Country: IndiaSupport: Email |
Curation ratings | Methodology 5/5Reliability 4/5UX 5/5 | Not specified |
Green tags are exclusive to that tool in this comparison.
Pricing breakdown
$468/yr
Starting price
Plans & pricing
- financials history (annual): 10
- financials history (quarterly): 6
- +8 more
- financials history (annual): 15
- financials history (quarterly): 20
- +10 more
- financials history (annual): 15
- financials history (quarterly): 20
- +10 more
- financials history (annual): 20+
- financials history (quarterly): 40+
- +10 more
- financials history (annual): 20+
- financials history (quarterly): 40+
- +10 more
- api calls per day: 250
- burst requests per minute: 50
- +1 more
$200/yr
Lower starting price
Plans & pricing
- earnings call summaries: 10
- call and ten ksearches: 10
- +1 more
- watchlist stocks: 700
- trial api calls: 100
Coverage overlap
Shared categories
7Where the two tools cover the same ground.
Fiscal.ai strengths
22What you only get with Fiscal.ai.
StockInsights.ai strengths
1What you only get with StockInsights.ai.
Community category leaders
Vote sentiment comparison
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Frequently Asked Questions
What's the difference between Fiscal.ai and StockInsights.ai?
Fiscal.ai leans toward stock ideas, screeners, and stock comparison, while StockInsights.ai puts more weight on AI research, AI chat, and improved filings. They overlap in 7 categories, so for most people it comes down to workflow preference and price.
How much do Fiscal.ai and StockInsights.ai cost?
Good news: both Fiscal.ai and StockInsights.ai have free plans, so you can run them side by side and only pay if you hit a wall.
Do Fiscal.ai and StockInsights.ai have APIs?
Yes, both offer API access, so developers and quants can pull data programmatically or wire up their own integrations.
Should I choose Fiscal.ai or StockInsights.ai?
It depends on what you're after. Pick Fiscal.ai if stock ideas and screeners matter to you; go with StockInsights.ai if you'd rather have custom dashboards. And if you only need the basics both share, let price decide.
What asset classes do Fiscal.ai and StockInsights.ai cover?
Both cover stocks. Fiscal.ai also handles ETFs, mutual funds, and funds.
Does Fiscal.ai or StockInsights.ai have real-time data?
Fiscal.ai offers real-time data, which matters if you trade actively. StockInsights.ai 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 StockInsights.ai?
Fiscal.ai exports to CSV. StockInsights.ai is stingier about getting data out.
Which has a better stock screener: Fiscal.ai or StockInsights.ai?
Fiscal.ai has a stock screener for surfacing ideas; StockInsights.ai doesn't, and focuses its energy elsewhere.
Can I track my portfolio with Fiscal.ai or StockInsights.ai?
Fiscal.ai handles portfolio tracking. StockInsights.ai is really a research tool; you'd track your portfolio elsewhere.
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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.