VOL. XCIV, NO. 247
★ FINANCIAL TOOLS & SERVICES DIRECTORY ★
PRICE: 5 CENTS
Saturday, September 27, 2025
Investors comparing Fiscal.ai and Trendlyne will find that Both Fiscal.ai and Trendlyne concentrate on Screeners, Data Visualizations, and Portfolio workflows, making them natural alternatives for similar investment research jobs. Fiscal.ai leans into Stock Comparison, ETF Overview, and ETF Holdings, which can be decisive for teams that need depth over breadth. Trendlyne stands out with Options & Derivatives, Backtesting, and Investor Holdings that the competition lacks. Use the feature-by-feature table to inspect unique capabilities and confirm which roadmap best maps to your process.
Head-to-head
Fiscal.ai vs Trendlyne
Compare pricing, supported platforms, categories, and standout capabilities to decide which tool fits your workflow.
Quick takeaways
- Fiscal.ai adds Stock Comparison, ETF Overview, ETF Holdings, ETF Performance, 13F, Valuation Models, and Data APIs coverage that Trendlyne skips.
- Trendlyne includes Options & Derivatives, Backtesting, Investor Holdings, News, Acquisitions, IPO, Scores, Sheets / Excel Add-ins, and Broker Connectors categories that Fiscal.ai omits.
- Fiscal.ai highlights: Global market coverage for more than 100,000 stocks, ETFs, and funds., Detailed company fundamentals including segments and KPIs for over 2,000 firms, with historical depth expanding by plan tier., and AI Copilot and automated summaries to speed up research; monthly prompt allowances scale with subscription level, with custom summaries on higher tiers..
- Trendlyne is known for: Stock screener with over 1,000 parameters, plus prebuilt strategies and optional screener alerts (up to every 15 minutes on premium tiers)., Backtesting at both strategy and stock level, with plan-based limits (from a few hundred to over a thousand annual backtests)., and Consensus estimates platform (“Forecaster”) with historical and real-time views on revenue, EPS, profit, dividends, cash flow, capex, and more..
Fiscal.ai
fiscal.ai
A global equities and funds data platform enhanced with AI-driven summaries and Copilot tools. Features range from screeners and dashboards to analyst estimates, ownership datasets, and filings. Plans are gated by data history, AI prompt limits, event counts, and export access. Enterprise unlocks click-through auditability into source filings and U.S. as-reported views, with exports rolling out internationally. The API provides fundamentals, KPIs, and delayed pricing. SOC 2 Type II certified with a public status page.
Categories
Platforms
Pricing
Quick highlights
- Global market coverage for more than 100,000 stocks, ETFs, and funds.
- Detailed company fundamentals including segments and KPIs for over 2,000 firms, with historical depth expanding by plan tier.
- AI Copilot and automated summaries to speed up research; monthly prompt allowances scale with subscription level, with custom summaries on higher tiers.
- Analyst data including forward estimates, revisions, price targets, and ratings.
- Investor-relations coverage with earnings call audio, transcripts, slide decks, filings, and corporate events, with higher tiers removing event caps.
Trendlyne
trendlyne.com
Equity research and portfolio platform with coverage of both India and US markets. Screener alerts, backtests, and data downloads are tiered by plan—for example, screener alerts refresh as often as every 15 minutes on Pro/Pro Plus, backtest limits range from 200 to 1200 per year, and data exports expand from 2,000 rows to unlimited. Excel and Google Sheets integration is available on higher plans, with global access on Pro Plus. Broker sync works with major Indian brokers, and transcripts include AI summaries for faster digestion.
Categories
Platforms
Pricing
Quick highlights
- Stock screener with over 1,000 parameters, plus prebuilt strategies and optional screener alerts (up to every 15 minutes on premium tiers).
- Backtesting at both strategy and stock level, with plan-based limits (from a few hundred to over a thousand annual backtests).
- Consensus estimates platform (“Forecaster”) with historical and real-time views on revenue, EPS, profit, dividends, cash flow, capex, and more.
- DVM score (Durability-Valuation-Momentum) available with historical charts and exportable to CSV/XLS.
- Flexible data downloads to Excel/CSV, with row limits on lower plans and unlimited access on higher tiers.
Shared focus areas
Both platforms align on these research themes, so you can stay within one workflow when your use case involves them.
Where they differ
Fiscal.ai
Distinct strengths include:
- Global market coverage for more than 100,000 stocks, ETFs, and funds.
- Detailed company fundamentals including segments and KPIs for over 2,000 firms, with historical depth expanding by plan tier.
- AI Copilot and automated summaries to speed up research; monthly prompt allowances scale with subscription level, with custom summaries on higher tiers.
- Analyst data including forward estimates, revisions, price targets, and ratings.
Trendlyne
Distinct strengths include:
- Stock screener with over 1,000 parameters, plus prebuilt strategies and optional screener alerts (up to every 15 minutes on premium tiers).
- Backtesting at both strategy and stock level, with plan-based limits (from a few hundred to over a thousand annual backtests).
- Consensus estimates platform (“Forecaster”) with historical and real-time views on revenue, EPS, profit, dividends, cash flow, capex, and more.
- DVM score (Durability-Valuation-Momentum) available with historical charts and exportable to CSV/XLS.
Feature-by-feature breakdown
| Attribute | Fiscal.ai | Trendlyne |
|---|---|---|
Categories Which research workflows each platform targets | Shared: Screeners, Data Visualizations, Portfolio, Watchlist, Alerts, Calendar, Dividends, Splits, Financials, Transcripts, Analyst Forecasts, Analyst Recommendations, Analyst Price Targets, Insider Data, Institutional Data Unique: Stock Comparison, ETF Overview, ETF Holdings, ETF Performance, 13F, Valuation Models, Data APIs | Shared: Screeners, Data Visualizations, Portfolio, Watchlist, Alerts, Calendar, Dividends, Splits, Financials, Transcripts, Analyst Forecasts, Analyst Recommendations, Analyst Price Targets, Insider Data, Institutional Data Unique: Options & Derivatives, Backtesting, Investor Holdings, News, Acquisitions, IPO, Scores, Sheets / Excel Add-ins, Broker Connectors |
Asset types Supported asset classes and universes | Stocks, ETFs, Mutual Funds | Stocks, Mutual Funds, Options, Futures |
Experience levels Who each product is built for | Beginner, Intermediate, Advanced | Beginner, Intermediate, Advanced |
Platforms Where you can access the product | Web, Mobile, API | Web, Mobile |
Pricing High-level pricing models | Free, Subscription | Free, Subscription |
Key features Core capabilities called out by each vendor | Unique
| Unique
|
Tested Verified by hands-on testing inside Find My Moat | Yes | Yes |
Editor pick Featured inside curated shortlists | Highlighted | Standard listing |
Frequently Asked Questions
Which workflows do Fiscal.ai and Trendlyne both support?
Both platforms cover Screeners, Data Visualizations, Portfolio, Watchlist, Alerts, Calendar, Dividends, Splits, Financials, Transcripts, Analyst Forecasts, Analyst Recommendations, Analyst Price Targets, Insider Data, and Institutional Data workflows, so you can research those use cases in either tool before digging into the feature differences below.
Do Fiscal.ai and Trendlyne require subscriptions?
Both Fiscal.ai and Trendlyne keep freemium access with optional paid upgrades, so you can trial each platform before committing.
How can you access Fiscal.ai and Trendlyne?
Both Fiscal.ai and Trendlyne support web and mobile access, making it easy to keep tabs on research away from the desk.
What unique strengths set the two platforms apart?
Fiscal.ai differentiates itself with Global market coverage for more than 100,000 stocks, ETFs, and funds., Detailed company fundamentals including segments and KPIs for over 2,000 firms, with historical depth expanding by plan tier., and AI Copilot and automated summaries to speed up research; monthly prompt allowances scale with subscription level, with custom summaries on higher tiers., whereas Trendlyne stands out for Stock screener with over 1,000 parameters, plus prebuilt strategies and optional screener alerts (up to every 15 minutes on premium tiers)., Backtesting at both strategy and stock level, with plan-based limits (from a few hundred to over a thousand annual backtests)., and Consensus estimates platform (“Forecaster”) with historical and real-time views on revenue, EPS, profit, dividends, cash flow, capex, and more..
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.