BEST INVESTING TOOLS COMPARISON

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Checked September 24, 2026

Tool Comparison

Fiscal.ai vs Trackinsight

Paid from
$39/mo
Free plan
Yes
Platforms
Web, API

Best if

  • Delayed quotes won't cut it; you need real-time data
  • You want stock ideas, screeners, and stock comparison.
Paid from
On request
Free plan
Yes
Platforms
Web, API

Best if

  • You want ETF screeners, ETF comparison, and ETF factors.

Pick Fiscal.ai if

Fiscal.ai logo

Fiscal.ai

fiscal.aiTested

Free • From $39/mo · Web · API

  • Delayed quotes won't cut it; you need real-time data
  • You want stock ideas, screeners, and stock comparison.

Pick Trackinsight if

Trackinsight logo

Trackinsight

trackinsight.com

Free • Contact for pricing · Web · API

  • You want ETF screeners, ETF comparison, and ETF factors.

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

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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.

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Fiscal.ai

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Key differences at a glance

Real-time data
Fiscal.ai
Free trial
Fiscal.ai14 days
Broader coverage
Fiscal.ai29 vs 14 categories
Asset coverage
Fiscal.aiAdds stocks and mutual funds
Free plan
Both
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.
Trackinsight logo

What Trackinsight does best

  1. Screen a global ETF and ETP universe by objective, region, theme, ESG attributes, benchmark, and other fund fields.
  2. Comparison tools for ETFs side by side on replication method, Trackinsight replication rating, tracking error and difference, performance, costs, and sustainability metrics.
  3. Tools for creating personal ETF lists to monitor funds through a watchlist-style workflow before narrowing the research set.
  4. Analyze portfolio performance, exposure, factors, risk, rebalancing scenarios, and historical results where the account permits it.
  5. Research coverage for ESG ETFs through ESG-focused screens, scores, strategies, SFDR categories, SDG alignment, news, and educational content.

Side by side

Pricing & plans
Starting price
Free • From $39/mo
Free • Contact for pricing
Free tier
Yes
Yes
Free trial
14 days
—
Platforms & access
Web app
Yes
Yes
Mobile app
No
No
API access
Yes
Yes
Broker sync
No
No
Integrations
MCP, Claude Connector +7 more
—
Coverage & data
Asset types
StocksETFsMutual FundsFunds
ETFs
Target audience
Retail TradersPro RetailInstitutional InvestorsAnalystsQuants/DevelopersLong-term InvestorsValue InvestorsGrowth Investors+5 more
Retail TradersPro RetailInstitutional InvestorsLong-term InvestorsIndex/Passive InvestorsAnalystsFinancial Advisors
Data freshness
Real-time15-min DelayedEnd of Day
End of Day
Data granularity
TickEOD
EOD
Export formats
CSVImagePDF
CSVExcelJSON

Pricing comparison

Tier
TrackinsightCheaper start
Free plan
Free“Terminal - Free”
Free“Essentials”
Entry paid plan
$39/mo“Terminal - Pro (Monthly)”
—
Top plan
$199/mo“Terminal - Enterprise (Monthly)”
—
Custom / enterprise
Contact sales“API - Paid”
Contact sales“Enterprise”
Free trial
14 days
—

See for yourself

Side by side

Price, platforms, data, and market coverage.
Show
Side-by-side comparison of Fiscal.ai and Trackinsight
Attribute
Fiscal.ai logo
Fiscal.ai
Trackinsight logo
Trackinsight
Pricing & plans
Starting price
Free • From $39/moFree • Contact for pricing
Free tier
YesYes
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
YesYes
Mobile app
NoNo
API access
YesYes
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 moreRetail Traders, Pro Retail +5 more
Categories covered
2914
Regions
North America, Europe, APAC, LatAm, Middle East, AfricaNorth 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 moreNasdaq Data Link
Capabilities
4 signals: Custom formulas, Universe builder +2 more3 signals: Universe builder, Factor exposure +1 more
Security
SOC2 and Status page—
Try itVisit Fiscal.aiVisit Trackinsight

Standout features

The best features of Fiscal.ai and Trackinsight.
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.
Trackinsight logo

What Trackinsight does best

  1. Screen a global ETF and ETP universe by objective, region, theme, ESG attributes, benchmark, and other fund fields.
  2. Comparison tools for ETFs side by side on replication method, Trackinsight replication rating, tracking error and difference, performance, costs, and sustainability metrics.
  3. Tools for creating personal ETF lists to monitor funds through a watchlist-style workflow before narrowing the research set.
  4. Analyze portfolio performance, exposure, factors, risk, rebalancing scenarios, and historical results where the account permits it.
  5. Research coverage for ESG ETFs through ESG-focused screens, scores, strategies, SFDR categories, SDG alignment, news, and educational content.

All details

Every attribute we track for Fiscal.ai and Trackinsight.
Show
Attribute
Fiscal.ai logo
Fiscal.ai
Trackinsight logo
Trackinsight
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
TickEOD
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 builderCitation pinningAI summaries: Filings, Transcripts, and News
Universe builderFactor exposurePortfolio factor exposure
Vendor & support
Stratosphere Technology Inc.Country: CanadaFounded 2021Support: Email
TrackinsightCountry: FranceFounded 2016
Curation ratings
Methodology 5/5Reliability 4/5UX 5/5
Not specified

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 Trackinsight
Tier
Fiscal.ai logo
Fiscal.ai
Trackinsight logo
TrackinsightCheaper start
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 trial14 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.

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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.