★ BEST INVESTING TOOLS COMPARISON ★
VOL. XCIV, NO. 247
Source check: Trackinsight checked August 4, 2026
Tool Comparison
Fiscal.ai vs Trackinsight
Pick Fiscal.ai if
Fiscal.ai
Free • From $39/mo · Web · API
- Delayed quotes won't cut it; you need real-time data
- You care about stock ideas, screeners, and stock comparison, things Trackinsight doesn't offer
Pick Trackinsight if
Trackinsight
Free • Contact for pricing · Web · API
- You care about ETF screeners, ETF comparison, and ETF factors, 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 Trackinsight cover a lot of the same ground (8 shared categories, including data visualizations, portfolio, and watchlist), so for the basics you won't go far wrong with either. Fiscal.ai simply does more: 29 categories to Trackinsight's 14, including stock ideas, screeners, and stock comparison. Trackinsight counters by being completely free.
What readers say
Fiscal.ai
Vote once to reveal the community verdict.
Trackinsight
Vote once to reveal the community verdict.
Key differences at a glance
- Real-time data
- Fiscal.ai
- Free trial
- Fiscal.ai7 days
- Broader coverage
- Fiscal.ai29 vs 14 categories
- Asset coverage
- Fiscal.aiAdds stocks and mutual funds
- Free plan
- Both
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 | Free • Contact for pricing |
Free tier | Yes | Yes |
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 | 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 +5 more |
Categories covered | 29 | 14 |
Regions | North America, Europe, APAC, LatAm, Middle East, Africa | 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 | Nasdaq Data Link |
Capabilities | 6 signals: Custom formulas, Universe builder +4 more | 3 signals: Universe builder, Factor exposure +1 more |
Security | SOC2 and Status page | — |
| Try it | Visit Fiscal.ai | Visit Trackinsight |
Where each one shines
What Fiscal.ai and Trackinsight each do best.ShowHide
Where each one shines
What Fiscal.ai and Trackinsight 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 Trackinsight does best
- Screening for a global ETF and ETP universe with filters for objectives, regions, themes, ESG characteristics, benchmarks, and other fund attributes.
- Comparison tools for ETFs side by side on replication method, Trackinsight replication rating, tracking error and difference, performance, costs, and sustainability metrics.
- Tools for creating personal ETF lists to monitor funds through a watchlist-style workflow before narrowing the research set.
- ETF Portfolio Insights for portfolio-level performance, exposure, factor, risk, optimization, and backtesting workflows where included by account or package.
- Research coverage for ESG ETFs through ESG-focused screens, scores, strategies, SFDR categories, SDG alignment, news, and educational content.
Every detail we compared
Every tracked attribute for Fiscal.ai and Trackinsight, side by side.ShowHide
Every detail we compared
Every tracked attribute for Fiscal.ai and Trackinsight, side by side.| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFsMutual FundsFunds | ETFs |
Experience | BeginnerIntermediateAdvanced | BeginnerIntermediateAdvanced |
Target audience | Retail TradersPro RetailInstitutional InvestorsAnalystsQuants/DevelopersLong-term InvestorsValue InvestorsGrowth Investors+5 more | Retail TradersPro RetailInstitutional InvestorsLong-term InvestorsIndex/Passive InvestorsAnalystsFinancial Advisors |
Regions | North AmericaEuropeAPACLatAmMiddle EastAfrica | North AmericaEuropeAPACLatAmMiddle EastAfrica |
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 | Nasdaq Data Link |
| Access & integrations | ||
API protocols | REST | REST |
API auth & delivery | Auth: APIKeyWebhooks50 req/minDocs | Auth: APIKeyDocs |
Import methods | Manual | Manual |
Integrations | MCPClaude ConnectorChatGPTCodex CLICursorVS Code CopilotGemini CLIPerplexity+1 more | Not specified |
Export formats | CSVImagePDF | CSVExcelJSON |
| Plans & trust | ||
Security & compliance | SOC2Status page | Not specified |
Capability signals | Custom formulasUniverse builderPerformance attributionPortfolio attributionCitation pinningAI summaries: Filings, Transcripts, and News | Universe builderFactor exposurePortfolio factor exposure |
Vendor & support | Stratosphere Technology Inc.Country: CanadaFounded 2021Support: Email | TrackinsightCountry: FranceFounded 2014 |
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 | Free“Essentials” |
| Entry paid plan | $39/mo“Terminal - Pro (Monthly)”financials history (annual): 15 · financials history (quarterly): 20 · +10 more | — |
| Top plan | $199/mo“Terminal - Enterprise (Monthly)”financials history (annual): 20+ · financials history (quarterly): 40+ · +10 more | — |
| Custom / enterprise | Contact sales“API - Paid” | Contact sales“Enterprise” |
| Free trial | 7 days | — |
Questions we keep getting
What's the difference between Fiscal.ai and Trackinsight?
Fiscal.ai leans toward stock ideas, screeners, and stock comparison, while Trackinsight puts more weight on ETF screeners, ETF comparison, and ETF analysis. They overlap in 8 categories, so for most people it comes down to workflow preference and price.
How much do Fiscal.ai and Trackinsight cost?
Good news: both Fiscal.ai and Trackinsight have free plans, so you can run them side by side and only pay if you hit a wall.
Do Fiscal.ai and Trackinsight 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 Trackinsight?
It depends on what you're after. Pick Fiscal.ai if stock ideas and screeners matter to you; go with Trackinsight if you'd rather have ETF screeners and ETF comparison. And if you only need the basics both share, let price decide.
What asset classes do Fiscal.ai and Trackinsight cover?
Both cover ETFs. Fiscal.ai also handles stocks, mutual funds, and funds.
Does Fiscal.ai or Trackinsight have real-time data?
Fiscal.ai offers real-time data, which matters if you trade actively. Trackinsight 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 Trackinsight?
Yes, both export to spreadsheets (CSV), which is handy if you like running your own numbers.
Are Fiscal.ai and Trackinsight good for long-term investing?
Yes, both are aimed squarely at long-term investors. Compare their coverage, workflow, and price before assuming they solve the same long-term research job.
Which has a better stock screener: Fiscal.ai or Trackinsight?
Both Fiscal.ai and Trackinsight 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 Trackinsight?
Yes, both do portfolio tracking: holdings, performance, and allocation in one place.
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.