★ BEST INVESTING TOOLS COMPARISON ★
VOL. XCIV, NO. 247
Tool comparison edition
Tool Comparison
Fiscal.ai vs Trackinsight
Pick Fiscal.ai if
Fiscal.ai
Best for stock ideas and screeners
Free • From $39/mo · Web · API · 57% positive (30 votes)
- Delayed quotes won't cut it; you need real-time data
- You want the cheaper way in: plans start at $39/mo instead of $416.67/mo
- You care about stock ideas, screeners, and stock comparison, things Trackinsight doesn't offer
Pick Trackinsight if
Trackinsight
Best for ETF screeners and ETF comparison
Free • From $5000/yr · Web · API · 0% positive (1 vote)
- 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.
The verdict
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 keeping things simpler.
Key differences at a glance
- Real-time data
- Fiscal.ai
- Cheaper paid plan
- Fiscal.ai$39/mo vs $416.67/mo
- Free trial
- Fiscal.ai14 days
- Broader coverage
- Fiscal.ai29 vs 14 categories
- Asset coverage
- Fiscal.aiAdds stocks and mutual funds
- Free plan
- Both
Comparison snapshot
| Attribute | ||
|---|---|---|
| Pricing & plans | ||
Starting price | Free • From $39/mo | Free • From $5000/yr |
Free tier | Yes | Yes |
Free trial | 14 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 |
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 Trackinsight does best
- Screen a global ETF and ETP universe with filters for objectives, regions, themes, ESG characteristics, benchmarks, and other fund attributes.
- Compare ETFs side by side on replication method, Trackinsight replication rating, tracking error and difference, performance, costs, and sustainability metrics.
- Create personal ETF lists to monitor funds through a watchlist-style workflow before narrowing the research set.
- Use ETF Portfolio Insights for portfolio-level performance, exposure, factor, risk, optimization, and backtesting workflows where included by account or package.
- Research ESG ETFs through ESG-focused screens, scores, strategies, SFDR categories, SDG alignment, news, and educational content.
Data & access details
| 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.
Pricing breakdown
$39/mo
Lower 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): 20+
- financials history (quarterly): 40+
- +10 more
- api calls per day: 250
- burst requests per minute: 50
- +1 more
$5000/yr
Starting price
Plans & pricing
Coverage overlap
Shared categories
8Where the two tools cover the same ground.
Fiscal.ai strengths
21Trackinsight strengths
6What you only get with Trackinsight.
Community category leaders
Vote sentiment comparison
Loading sentiment chart...
Frequently Asked Questions
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.
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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.