BEST INVESTING TOOLS COMPARISON

Checking

Checked September 24, 2026

Tool Comparison

Fiscal.ai vs Sure Dividend

Fiscal.ai

TestedMost versatile pick
Review & pricing
Paid from
$39/mo
Free plan
Yes
Platforms
Web, API

Best if

  • 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
Paid from
$49/mo
Free plan
No
Platforms
Web

Best if

  • You want scores.
Most versatile pick

Start here

Fiscal.ai logo

Fiscal.ai

fiscal.aiTested

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 logo

Sure Dividend

suredividend.com

From $49/mo · Web

  • You want scores.

Skip both if: Neither one clicks with how you research; there are strong third options.

See alternatives

Outbound links may include affiliate or sponsor codes.

Not set on either one? See the top 50 tools, ranked by user votes, or the deals page for big discounts on popular tools.

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

No votes yet. Cast the first one.

Sure Dividend

No votes yet. Cast the first one.

Key differences at a glance

Free plan
Fiscal.ai
Cheaper paid plan
Fiscal.ai$39/mo vs $49/mo
Broader coverage
Fiscal.ai29 vs 6 categories
API access
Fiscal.ai
Real-time data
Fiscal.ai
Asset coverage
Fiscal.aiAdds ETFs and mutual funds
See the full side-by-side table
Fiscal.ai logo

What Fiscal.ai does best

  1. Research coverage for global stocks, ETFs, mutual funds, and funds through dashboards, watchlists, portfolio views, visualizations, fundamentals, estimates, transcripts, filings, news, and event data.
  2. Use AI Copilot, summaries, and generated reports for earnings, filings, peer comparisons, financial analysis, and company research.
  3. Analysis of fundamentals, ratios, standardized financials, as-reported data, adjusted metrics, segment data, KPIs, analyst estimates, revisions, ratings, and price targets.
  4. 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.
  5. Trace research back to source filings, transcripts, slides, company news, investor-relations material, and source-to-filing images or PDFs where supported.
Sure Dividend logo

What Sure Dividend does best

  1. Sure Dividend Core, High Yield, and Growth publish monthly income-stock research.
  2. Access the Sure Analysis Research Database for 900+ income securities with quarterly 3-page reports.
  3. The daily-updated SARD ranking spreadsheet for expected returns, fair value estimates, and Dividend Risk Scores.
  4. Review historical reports and weekly Top-10 emails as part of the SARD workflow.
  5. Download support for free Excel spreadsheets for popular dividend lists such as Dividend Aristocrats and MLPs.

Side by side

Pricing & plans
Starting price
Free • From $39/mo
From $49/mo
Free tier
Yes
No
Free trial
14 days
7 days
Platforms & access
Web app
Yes
Yes
Mobile app
No
No
API access
Yes
No
Broker sync
No
No
Integrations
MCP, Claude Connector +7 more
—
Coverage & data
Asset types
StocksETFsMutual FundsFunds
Stocks
Target audience
Retail TradersPro RetailInstitutional InvestorsAnalystsQuants/DevelopersLong-term InvestorsValue InvestorsGrowth Investors+5 more
Not specified
Data freshness
Real-time15-min DelayedEnd of Day
End of Day
Data granularity
TickEOD
EOD
Export formats
CSVImagePDF
ExcelPDF

Pricing comparison

Tier
Fiscal.aiCheaper start
Free plan
Free“Terminal - Free”
—
Entry paid plan
$39/mo“Terminal - Pro (Monthly)”
$49/mo“Core / High Yield / Growth Newsletter”
Top plan
$199/mo“Terminal - Enterprise (Monthly)”
$999/yr≈ $83.25/mo“Sure Analysis Research Database - Annual”
Custom / enterprise
Contact sales“API - Paid”
—
Free trial
14 days
7 days

See for yourself

Side by side

Price, platforms, data, and market coverage.
Show
Side-by-side comparison of Fiscal.ai and Sure Dividend
Attribute
Fiscal.ai logo
Fiscal.ai
Sure Dividend logo
Sure Dividend
Pricing & plans
Starting price
Free • From $39/moFrom $49/mo
Free tier
YesNo
Free trial
14 days7 days
Plan limits
37 limits: Terminal - Free: financials history (annual): 10, Terminal - Free: financials history (quarterly): 6 +35 more—
Platforms & access
Web app
YesYes
Mobile app
NoNo
API access
YesNo
Broker sync
NoNo
Integrations
MCP, Claude Connector +7 more—
Audience & fit
Experience level
Beginner, Intermediate, AdvancedBeginner, Intermediate, Advanced
Best for
Retail Traders, Pro Retail +11 more—
Categories covered
296
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: Tick and EOD +1 moreLatency: End of Day and Granularity: EOD
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 itVisit Fiscal.aiVisit Sure Dividend

Standout features

The best features of Fiscal.ai and Sure Dividend.
Show
Fiscal.ai logo

What Fiscal.ai does best

  1. Research coverage for global stocks, ETFs, mutual funds, and funds through dashboards, watchlists, portfolio views, visualizations, fundamentals, estimates, transcripts, filings, news, and event data.
  2. Use AI Copilot, summaries, and generated reports for earnings, filings, peer comparisons, financial analysis, and company research.
  3. Analysis of fundamentals, ratios, standardized financials, as-reported data, adjusted metrics, segment data, KPIs, analyst estimates, revisions, ratings, and price targets.
  4. 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.
  5. Trace research back to source filings, transcripts, slides, company news, investor-relations material, and source-to-filing images or PDFs where supported.
Sure Dividend logo

What Sure Dividend does best

  1. Sure Dividend Core, High Yield, and Growth publish monthly income-stock research.
  2. Access the Sure Analysis Research Database for 900+ income securities with quarterly 3-page reports.
  3. The daily-updated SARD ranking spreadsheet for expected returns, fair value estimates, and Dividend Risk Scores.
  4. Review historical reports and weekly Top-10 emails as part of the SARD workflow.
  5. Download support for free Excel spreadsheets for popular dividend lists such as Dividend Aristocrats and MLPs.

All details

Every attribute we track for Fiscal.ai and Sure Dividend.
Show
Attribute
Fiscal.ai logo
Fiscal.ai
Sure Dividend logo
Sure Dividend
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
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
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 builderCitation 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.

Pricing

Plans, billing, free trials, and monthly prices.
Show
Plan-by-plan pricing comparison of Fiscal.ai and Sure Dividend
Tier
Fiscal.ai logo
Fiscal.aiCheaper start
Sure Dividend logo
Sure Dividend
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
$999/yr≈ $83.25/mo“Sure Analysis Research Database - Annual”
Custom / enterprise
Contact sales“API - Paid”
—
Free trial14 days7 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

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.