★ BEST INVESTING TOOLS COMPARISON ★
VOL. XCIV, NO. 247
Source check: Stockopedia checked August 4, 2026
Tool Comparison
Fiscal.ai vs Stockopedia
Start here
Fiscal.ai
Free • From $39/mo · Web · API
- You'd rather start free and only pay if you outgrow it
- Delayed quotes won't cut it; you need real-time data
- You want an API so you can script or automate things
Pick Stockopedia instead if
Stockopedia
Subscription · Web · Mobile
- You do a lot of your research from your phone
- You care about scores and checklist, 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 Stockopedia cover a lot of the same ground (14 shared categories, including stock ideas, screeners, and data visualizations), so for the basics you won't go far wrong with either. Fiscal.ai simply does more: 29 categories to Stockopedia's 16, including stock comparison, institutional ownership, and ETF analysis. Stockopedia counters by keeping things simpler.
What readers say
Fiscal.ai
Vote once to reveal the community verdict.
Stockopedia
Vote once to reveal the community verdict.
Key differences at a glance
- Free plan
- Fiscal.ai
- Broader coverage
- Fiscal.ai29 vs 16 categories
- Mobile app
- Stockopedia
- 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 | Subscription |
Free tier | Yes | No |
Free trial | 7 days | 14 days |
Plan limits | 37 limits: Terminal - Free: financials history (annual): 10, Terminal - Free: financials history (quarterly): 6 +35 more | 3 limits: Europe incl UK (Annual): stock reports: 9,000+, US and Europe incl UK (Annual): stock reports: 19,000+ +1 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 | 16 |
Regions | North America, Europe, APAC, LatAm, Middle East, Africa | Europe, North America, APAC |
| Data & capabilities | ||
Data quality | 3 signals: Latency: Real-time, 15-min Delayed, and End of Day, Granularity: EOD +1 more | 4 signals: Latency: 15-min Delayed and 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 | Universe builder and Factors: Value, Quality, and Momentum |
Security | SOC2 and Status page | — |
| Try it | Visit Fiscal.ai | Visit Stockopedia |
Where each one shines
What Fiscal.ai and Stockopedia each do best.ShowHide
Where each one shines
What Fiscal.ai and Stockopedia 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 Stockopedia does best
- StockRanks to compare stocks through Quality, Value, and Momentum ratings, with additional risk ratings and style classifications.
- Research coverage for companies through StockReports that combine ranks, financials, forecasts, charts, news, valuation context, risk flags, and key investment signals.
- Screening for stocks with more than 350 criteria across fundamentals, valuation, quality, momentum, dividends, technicals, forecasts, and market data.
- Starting point: prebuilt GuruScreens and strategy templates when you want proven screening recipes instead of building every rule from scratch.
- Tracking portfolios with Folios, time-weighted returns, company announcements, reporting calendars, holdings context, and portfolio-level monitoring.
Every detail we compared
Every tracked attribute for Fiscal.ai and Stockopedia, side by side.ShowHide
Every detail we compared
Every tracked attribute for Fiscal.ai and Stockopedia, side by side.| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFsMutual FundsFunds | StocksETFsClosed-End Funds |
Experience | BeginnerIntermediateAdvanced | BeginnerIntermediateAdvanced |
Target audience | Retail TradersPro RetailInstitutional InvestorsAnalystsQuants/DevelopersLong-term InvestorsValue InvestorsGrowth Investors+5 more | Not specified |
Regions | North AmericaEuropeAPACLatAmMiddle EastAfrica | EuropeNorth AmericaAPAC |
Coverage details | Identifiers: Ticker, CUSIP, ISIN, and FIGI | Identifiers: Ticker |
| Data | ||
Data freshness | Real-time15-min DelayedEnd of Day | 15-min DelayedEnd 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 | CSVManual |
Integrations | MCPClaude ConnectorChatGPTCodex CLICursorVS Code CopilotGemini CLIPerplexity+1 more | Not specified |
Export formats | CSVImagePDF | CSVExcel |
| Plans & trust | ||
Security & compliance | SOC2Status page | Not specified |
Capability signals | Custom formulasUniverse builderPerformance attributionPortfolio attributionCitation pinningAI summaries: Filings, Transcripts, and News | Universe builderFactors: Value, Quality, and Momentum |
Vendor & support | Stratosphere Technology Inc.Country: CanadaFounded 2021Support: Email | Stockopedia LtdCountry: United KingdomSupport: Email and Chat |
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 | — |
| Entry paid plan | $39/mo“Terminal - Pro (Monthly)”financials history (annual): 15 · financials history (quarterly): 20 · +10 more | €550/yr“Europe incl UK (Annual)”stock reports: 9,000+ |
| Tier 2 | $199/mo“Terminal - Enterprise (Monthly)”financials history (annual): 20+ · financials history (quarterly): 40+ · +10 more | €725/yr“US and Europe incl UK (Annual)”stock reports: 19,000+ |
| Top plan | — | Subscription“Custom (regions)”stock reports: Up to 35,000+ |
| Custom / enterprise | Contact sales“API - Paid” | — |
| Free trial | 7 days | 14 days |
Questions we keep getting
What's the difference between Fiscal.ai and Stockopedia?
Fiscal.ai leans toward stock ideas, screeners, and stock comparison, while Stockopedia puts more weight on screeners, stock ideas, and financials. They overlap in 14 categories, so for most people it comes down to workflow preference and price.
Is Fiscal.ai or Stockopedia free to use?
Fiscal.ai has a free tier, so you can get started without paying anything. Stockopedia is paid-only. If budget matters, start with Fiscal.ai and see how far it takes you before opening your wallet.
Can I use Fiscal.ai or Stockopedia on my phone?
Stockopedia 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 Stockopedia have an API?
Fiscal.ai has an API for programmatic access and custom integrations. Stockopedia doesn't, so you're working through its interface.
Should I choose Fiscal.ai or Stockopedia?
It depends on what you're after. Pick Fiscal.ai if stock comparison and institutional ownership matter to you; go with Stockopedia if you'd rather have scores and checklist. And if you only need the basics both share, let price decide.
What asset classes do Fiscal.ai and Stockopedia cover?
Both cover stocks and ETFs. Fiscal.ai also handles mutual funds and funds. Stockopedia adds closed-end funds on top.
Does Fiscal.ai or Stockopedia have real-time data?
Fiscal.ai offers real-time data, which matters if you trade actively. Stockopedia 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 Stockopedia?
Yes, both export to spreadsheets (CSV), which is handy if you like running your own numbers.
Which has a better stock screener: Fiscal.ai or Stockopedia?
Both Fiscal.ai and Stockopedia 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 Stockopedia?
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.