Fiscal.ai vs Trefis comparison

Fiscal.ai focuses on Stock Ideas, Screeners, and Stock Comparison while Trefis specializes in Valuation Models, Financials, and Data Visualizations. They overlap in 5 categories, so choose based on your preferred workflow and pricing.

Good news—both Fiscal.ai and Trefis offer free plans. You can try each platform without commitment and only pay when you need premium features.

Fiscal.ai provides API access for programmatic data retrieval and custom integrations. Trefis doesn't currently offer an API, so you'll need to use their web interface.

Choose Fiscal.ai if you need Modern web-based research terminal with dashboards, customizable watchlists, portfolio views, and visualizations across global stocks, ETFs, mutual funds, and funds., and Deep fundamentals and segment/KPI coverage, including proprietary KPI feeds for ~2,250+ companies and history depth that scales with plan tier.. Go with Trefis if Interactive “what-if” stock models - adjust forecasts, watch the valuation update in real time, and save or compare multiple scenarios., and Excel round-trip workflow: export models to Excel, make changes locally, then upload again to auto-create interactive dashboards without IT support or templates. better fits how you invest.

Both cover Stocks. Fiscal.ai also includes ETFs, Mutual Funds, and Funds.

Fiscal.ai offers real-time data feeds, which is essential for active traders. Trefis uses delayed or end-of-day data, which works fine for longer-term investors who don't need up-to-the-second quotes.

Both platforms let you export data to spreadsheets (Image, and PDF). This is useful for custom analysis or record-keeping.

Fiscal.ai includes a stock screener for finding investment ideas. Trefis focuses on other analytical tools.

Fiscal.ai offers portfolio tracking features. Trefis is more focused on research and analysis.