★ BEST INVESTING TOOLS COMPARISON ★
VOL. XCIV, NO. 247
Source check: Validea checked June 25, 2026
Tool Comparison
Fiscal.ai vs Validea
Fiscal.ai
Best for stock comparison and data visualizations
Free • From $468/yr
Validea
Best for ETF screeners and quant
Free • Contact for pricing
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The verdict
The bottom line
Fiscal.ai and Validea cover a lot of the same ground (8 shared categories, including stock ideas, screeners, and portfolio), so for the basics you won't go far wrong with either. Fiscal.ai simply does more: 29 categories to Validea's 15, including stock comparison, data visualizations, and watchlist. Validea counters by being completely free.
Key differences at a glance
- Real-time data
- Fiscal.ai
- Free trial
- Fiscal.ai14 days
- Broader coverage
- Fiscal.ai29 vs 15 categories
- API access
- Fiscal.ai
- Global coverage
- Fiscal.ai
- Asset coverage
- Fiscal.aiAdds mutual funds and funds
Choose
Fiscal.ai if…
- Delayed quotes won't cut it; you need real-time data
- You want an API so you can script or automate things
- You care about stock comparison, data visualizations, and watchlist, things Validea doesn't offer
- You're newer to investing and want something approachable
Choose
Validea if…
- You care about ETF screeners, quant, and backtesting, things Fiscal.ai doesn't offer
Comparison snapshot
| Attribute | ||
|---|---|---|
| Pricing & plans | ||
Starting price | Free • From $468/yr | Free • Contact for pricing |
Free tier | Yes | Yes |
Free trial | 14 days | — |
Plan limits | 61 limits: Terminal - Free: financials history (annual): 10, Terminal - Free: financials history (quarterly): 6 +59 more | — |
| Platforms & access | ||
Web app | Yes | Yes |
Mobile app | No | No |
API access | Yes | No |
Broker sync | No | No |
Integrations | MCP, Claude Connector +7 more | — |
| Audience & fit | ||
Experience level | Beginner, Intermediate, Advanced | Intermediate, Advanced |
Best for | Retail Traders, Pro Retail +11 more | Retail Traders, Pro Retail +5 more |
Categories covered | 29 | 15 |
Regions | North America, Europe, APAC, LatAm, Middle East, Africa | North America |
| 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 | LSEG |
Capabilities | 6 signals: Custom formulas, Universe builder +4 more | 6 signals: Ranking backtests, Universe builder +4 more |
Security | SOC2 and Status page | — |
| Try it | Visit Fiscal.ai | Visit Validea |
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 Validea does best
- Review stock portfolios based on Buffett, Graham, Lynch, Piotroski, Greenblatt, O'Shaughnessy, momentum, quality, value, and other strategies.
- Use ETF model portfolios, risk-managed ETF portfolios, sector rotation, factor rotation, and macro/factor approaches.
- Open factor reports, guru analysis, guru stock screeners, ETF factor reports, and ETF factor screeners.
- Use trend following, market valuation, rating changes, strategy/ETF matching, and portfolio correlation tools.
- Browse public popular stock and ETF screens such as high Piotroski F-score, high quality, cheap value, high momentum, and multi-factor screens.
Data & access details
| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFsMutual FundsFunds | StocksETFs |
Experience | BeginnerIntermediateAdvanced | IntermediateAdvanced |
Target audience | Retail TradersPro RetailInstitutional InvestorsAnalystsQuants/DevelopersLong-term InvestorsValue InvestorsGrowth Investors+5 more | Retail TradersPro RetailLong-term InvestorsValue InvestorsQuality InvestorsQuants/DevelopersStudents/Researchers |
Regions | North AmericaEuropeAPACLatAmMiddle EastAfrica | North America |
Coverage details | Identifiers: Ticker, CUSIP, ISIN, and FIGI | Countries: US and CAIdentifiers: 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 | LSEG |
| Access & integrations | ||
API protocols | REST | Not specified |
API auth & delivery | Auth: APIKeyWebhooks50 req/minDocs | Not specified |
Import methods | Manual | Not specified |
Integrations | MCPClaude ConnectorChatGPTCodex CLICursorVS Code CopilotGemini CLIPerplexity+1 more | Not specified |
Export formats | CSVImagePDF | Not specified |
| Plans & trust | ||
Security & compliance | SOC2Status page | Not specified |
Capability signals | Custom formulasUniverse builderPerformance attributionPortfolio attributionCitation pinningAI summaries: Filings, Transcripts, and News | Ranking backtestsUniverse builderFactors: Value, Quality, Momentum, Growth, and LowVolFactor exposurePortfolio factor exposureCorrelation |
Vendor & support | Stratosphere Technology Inc.Country: CanadaFounded 2021Support: Email | The Reese Group, LLCCountry: United StatesSupport: Email |
Curation ratings | Methodology 5/5Reliability 4/5UX 5/5 | Not specified |
Green tags are exclusive to that tool in this comparison.
Pricing breakdown
$468/yr
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): 15
- financials history (quarterly): 20
- +10 more
- financials history (annual): 20+
- financials history (quarterly): 40+
- +10 more
- financials history (annual): 20+
- financials history (quarterly): 40+
- +10 more
- api calls per day: 250
- burst requests per minute: 50
- +1 more
Free
Lower starting price
Plans & pricing
Coverage overlap
Shared categories
8Where the two tools cover the same ground.
Fiscal.ai strengths
21Validea strengths
7What you only get with Validea.
Community category leaders
Vote sentiment comparison
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Frequently Asked Questions
What's the difference between Fiscal.ai and Validea?
Fiscal.ai leans toward stock ideas, screeners, and stock comparison, while Validea puts more weight on stock ideas, screeners, and ETF screeners. They overlap in 8 categories, so for most people it comes down to workflow preference and price.
How much do Fiscal.ai and Validea cost?
Good news: both Fiscal.ai and Validea have free plans, so you can run them side by side and only pay if you hit a wall.
Which is better for beginners: Fiscal.ai or Validea?
Fiscal.ai is the friendlier place to start; its interface takes less getting used to. Both work fine once you're past the basics.
Does Fiscal.ai or Validea have an API?
Fiscal.ai has an API for programmatic access and custom integrations. Validea doesn't, so you're working through its interface.
Should I choose Fiscal.ai or Validea?
It depends on what you're after. Pick Fiscal.ai if stock comparison and data visualizations matter to you; go with Validea if you'd rather have ETF screeners and quant. And if you only need the basics both share, let price decide.
What asset classes do Fiscal.ai and Validea cover?
Both cover stocks and ETFs. Fiscal.ai also handles mutual funds and funds.
Does Fiscal.ai or Validea have real-time data?
Fiscal.ai offers real-time data, which matters if you trade actively. Validea 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.
Which covers international markets: Fiscal.ai or Validea?
Fiscal.ai has documented international coverage (North America, Europe, APAC, LatAm, and more), so it's the safer bet if you hold non-US stocks. Validea is more region-specific, mainly North America.
Can I export data from Fiscal.ai and Validea?
Fiscal.ai exports to CSV. Validea is stingier about getting data out.
Are Fiscal.ai and Validea 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 Validea?
Both Fiscal.ai and Validea 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 Validea?
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.