★ BEST INVESTING TOOLS COMPARISON ★
VOL. XCIV, NO. 247
Source check: Sure Dividend checked August 4, 2026
Tool Comparison
Fiscal.ai vs Sure Dividend
Start here
Fiscal.ai
Free • From $39/mo · Web · API
- You'd rather start free and only pay if you outgrow it
- You want the cheaper way in: plans start at $39/mo instead of $49/mo
- Delayed quotes won't cut it; you need real-time data
Pick Sure Dividend instead if
Sure Dividend
From $49/mo · Web
- You care about scores, something 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 Sure Dividend cover a lot of the same ground (5 shared categories, including stock ideas, financials, and valuation models), so for the basics you won't go far wrong with either. Fiscal.ai simply does more: 29 categories to Sure Dividend's 6, including screeners, stock comparison, and data visualizations. Sure Dividend counters by keeping things simpler.
What readers say
Fiscal.ai
Vote once to reveal the community verdict.
Sure Dividend
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Key differences at a glance
- Free plan
- Fiscal.ai
- Cheaper paid plan
- Fiscal.ai$39/mo vs $49/mo
- Free trial
- Fiscal.ai7 days
- Broader coverage
- Fiscal.ai29 vs 6 categories
- 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 | From $49/mo |
Free tier | Yes | No |
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 | No |
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 | — |
| 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 | — |
Security | SOC2 and Status page | — |
| Try it | Visit Fiscal.ai | Visit Sure Dividend |
Where each one shines
What Fiscal.ai and Sure Dividend each do best.ShowHide
Where each one shines
What Fiscal.ai and Sure Dividend 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 Sure Dividend does best
- Sure Dividend Core, High Yield, Growth, Top 10 Dividend Elite, Top 10 REITs, and related newsletter services for curated income-stock ideas.
- Access to the Sure Analysis Research Database for 900+ income securities with quarterly 3-page reports.
- The daily-updated SARD ranking spreadsheet for expected returns, fair value estimates, and Dividend Risk Scores.
- Views for reviewing historical reports and weekly Top-10 emails as part of the SARD workflow.
- Download support for free Excel spreadsheets for popular dividend lists such as Dividend Aristocrats and MLPs.
Every detail we compared
Every tracked attribute for Fiscal.ai and Sure Dividend, side by side.ShowHide
Every detail we compared
Every tracked attribute for Fiscal.ai and Sure Dividend, side by side.| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFsMutual FundsFunds | Stocks |
Experience | BeginnerIntermediateAdvanced | BeginnerIntermediateAdvanced |
Target audience | Retail TradersPro RetailInstitutional InvestorsAnalystsQuants/DevelopersLong-term InvestorsValue InvestorsGrowth Investors+5 more | Not specified |
Regions | North AmericaEuropeAPACLatAmMiddle EastAfrica | Not specified |
Coverage details | Identifiers: Ticker, CUSIP, ISIN, and FIGI | Identifiers: 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 | Not specified |
Integrations | MCPClaude ConnectorChatGPTCodex CLICursorVS Code CopilotGemini CLIPerplexity+1 more | Not specified |
Export formats | CSVImagePDF | ExcelPDF |
| 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 | Sure DividendFounded 2014Support: 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 | — |
| Entry paid plan | $39/mo“Terminal - Pro (Monthly)”financials history (annual): 15 · financials history (quarterly): 20 · +10 more | $49/mo“Core / High Yield / Growth Newsletter” |
| Top plan | $199/mo“Terminal - Enterprise (Monthly)”financials history (annual): 20+ · financials history (quarterly): 40+ · +10 more | $83.25/mo“Sure Analysis Research Database – Annual” |
| Custom / enterprise | Contact sales“API - Paid” | — |
| Free trial | 7 days | — |
Questions we keep getting
What's the difference between Fiscal.ai and Sure Dividend?
Fiscal.ai leans toward stock ideas, screeners, and stock comparison, while Sure Dividend puts more weight on stock ideas, valuation models, and financials. They overlap in 5 categories, so for most people it comes down to workflow preference and price.
Is Fiscal.ai or Sure Dividend free to use?
Fiscal.ai has a free tier, so you can get started without paying anything. Sure Dividend 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 Sure Dividend have an API?
Fiscal.ai has an API for programmatic access and custom integrations. Sure Dividend doesn't, so you're working through its interface.
Should I choose Fiscal.ai or Sure Dividend?
It depends on what you're after. Pick Fiscal.ai if screeners and stock comparison matter to you; go with Sure Dividend if you'd rather have scores. And if you only need the basics both share, let price decide.
What asset classes do Fiscal.ai and Sure Dividend cover?
Both cover stocks. Fiscal.ai also handles ETFs, mutual funds, and funds.
Does Fiscal.ai or Sure Dividend have real-time data?
Fiscal.ai offers real-time data, which matters if you trade actively. Sure Dividend 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 Sure Dividend?
Yes, both export to spreadsheets (Fiscal.ai: CSV; Sure Dividend: Excel), which is handy if you like running your own numbers.
Which has a better stock screener: Fiscal.ai or Sure Dividend?
Fiscal.ai has a stock screener for surfacing ideas; Sure Dividend doesn't, and focuses its energy elsewhere.
Can I track my portfolio with Fiscal.ai or Sure Dividend?
Fiscal.ai handles portfolio tracking. Sure Dividend is really a research tool; you'd track your portfolio elsewhere.
Feedback
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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.