Tool Comparison
Fiscal.ai vs Value Sense
- 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 an API so you can script or automate things
- You want portfolio, ETF analysis, and fund analysis.
- Paid from
- $15/mo
- Free plan
- Yes
- Platforms
- Web
Best if
- You want the cheaper way in: plans start at $15/mo instead of $39/mo
- You want backtesting, custom dashboards, and scores.
Pick Fiscal.ai if
Fiscal.ai
Free • From $39/mo · Web · API
- Delayed quotes won't cut it; you need real-time data
- You want an API so you can script or automate things
- You want portfolio, ETF analysis, and fund analysis.
Pick Value Sense if
Value Sense
Free • From $15/mo · Web
- You want the cheaper way in: plans start at $15/mo instead of $39/mo
- You want backtesting, custom dashboards, and scores.
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 Value Sense cover a lot of the same ground (13 shared categories, including stock ideas, screeners, and stock comparison), so for the basics you won't go far wrong with either. Fiscal.ai simply does more: 29 categories to Value Sense's 17, including portfolio, ETF analysis, and fund analysis. Value Sense counters by starting cheaper at $15/mo.
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Fiscal.ai
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Key differences at a glance
- Cheaper paid plan
- Value Sense$15/mo vs $39/mo
- Free trial
- Fiscal.ai14 days
- Broader coverage
- Fiscal.ai29 vs 17 categories
- API access
- Fiscal.ai
- Real-time data
- Fiscal.ai
- Asset coverage
- Fiscal.aiAdds ETFs and mutual funds
What Fiscal.ai does best
- Research coverage for global stocks, ETFs, mutual funds, and funds through dashboards, watchlists, portfolio views, visualizations, fundamentals, estimates, transcripts, filings, news, and event data.
- Use AI Copilot, summaries, and generated reports for earnings, filings, peer comparisons, financial analysis, and company research.
- Analysis of fundamentals, ratios, standardized financials, as-reported data, adjusted metrics, segment data, KPIs, analyst estimates, revisions, ratings, and price targets.
- 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.
- Trace research back to source filings, transcripts, slides, company news, investor-relations material, and source-to-filing images or PDFs where supported.
What Value Sense does best
- The stock screener supports presets, saved filters, and historical testing on Pro and higher plans.
- Valuation pages include DCF, relative value, reverse DCF, Peter Lynch fair value, and earnings-power approaches.
- Fundamental charts compare companies and metrics across annual, quarterly, and trailing periods.
- Company pages include financial statements, ratios, KPIs, segments, estimates, dividends, and earnings surprises.
- Earnings tools include call summaries, sentiment scores, focus areas, transcripts, and investor presentations.
Side by side
Pricing comparison
See for yourself
Side by side
Price, platforms, data, and market coverage.ShowHide
Side by side
| Attribute | ||
|---|---|---|
| Pricing & plans | ||
Starting price | Free • From $39/mo | Free • From $15/mo |
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 | 16 limits: Starter: annual billing usd: 129, Starter: stock views per week: 25 +14 more |
| Platforms & access | ||
Web app | Yes | Yes |
Mobile app | No | No |
API access | Yes | No |
Broker sync | 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, Value Investors +1 more |
Categories covered | 29 | 17 |
Regions | 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: Tick and EOD +1 more | — |
Data partners | 5 partners: Fiscal.ai Data Feed, S&P Global Market Intelligence +3 more | — |
Capabilities | 4 signals: Custom formulas, Universe builder +2 more | Ranking backtests and AI summaries: Transcripts |
Security | SOC2 and Status page | — |
| Try it | Visit Fiscal.ai | Visit Value Sense |
Standout features
The best features of Fiscal.ai and Value Sense.ShowHide
Standout features
What Fiscal.ai does best
- Research coverage for global stocks, ETFs, mutual funds, and funds through dashboards, watchlists, portfolio views, visualizations, fundamentals, estimates, transcripts, filings, news, and event data.
- Use AI Copilot, summaries, and generated reports for earnings, filings, peer comparisons, financial analysis, and company research.
- Analysis of fundamentals, ratios, standardized financials, as-reported data, adjusted metrics, segment data, KPIs, analyst estimates, revisions, ratings, and price targets.
- 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.
- Trace research back to source filings, transcripts, slides, company news, investor-relations material, and source-to-filing images or PDFs where supported.
What Value Sense does best
- The stock screener supports presets, saved filters, and historical testing on Pro and higher plans.
- Valuation pages include DCF, relative value, reverse DCF, Peter Lynch fair value, and earnings-power approaches.
- Fundamental charts compare companies and metrics across annual, quarterly, and trailing periods.
- Company pages include financial statements, ratios, KPIs, segments, estimates, dividends, and earnings surprises.
- Earnings tools include call summaries, sentiment scores, focus areas, transcripts, and investor presentations.
All details
Every attribute we track for Fiscal.ai and Value Sense.ShowHide
All details
| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFsMutual FundsFunds | Stocks |
Experience | BeginnerIntermediateAdvanced | BeginnerIntermediateAdvanced |
Target audience | Retail TradersPro RetailInstitutional InvestorsAnalystsQuants/DevelopersLong-term InvestorsValue InvestorsGrowth Investors+5 more | Retail TradersValue InvestorsAnalysts |
Regions | North AmericaEuropeAPACLatAmMiddle EastAfrica | Not specified |
Coverage details | Identifiers: Ticker, CUSIP, ISIN, and FIGI | Identifiers: Ticker |
| Data | ||
Data freshness | Real-time15-min DelayedEnd of Day | Not specified |
Data granularity | TickEOD | Not specified |
Data partners | Fiscal.ai Data FeedS&P Global Market IntelligenceMorningstarYChartsPerplexity | Not specified |
| 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 | ExcelImagePDF |
| Plans & trust | ||
Security & compliance | SOC2Status page | Not specified |
Capability signals | Custom formulasUniverse builderCitation pinningAI summaries: Filings, Transcripts, and News | Ranking backtestsAI summaries: Transcripts |
Vendor & support | Stratosphere Technology Inc.Country: CanadaFounded 2021Support: Email | VALUESENSE INCCountry: USASupport: Email |
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.ShowHide
Pricing
| Tier | ||
|---|---|---|
| Free plan | Free“Terminal - Free”financials history (annual): 10 · financials history (quarterly): 6 · +8 more | Free |
| Entry paid plan | $39/mo“Terminal - Pro (Monthly)”financials history (annual): 15 · financials history (quarterly): 20 · +10 more | $15/mo“Starter”annual billing usd: 129 · stock views per week: 25 · +5 more |
| Top plan | $199/mo“Terminal - Enterprise (Monthly)”financials history (annual): 20+ · financials history (quarterly): 40+ · +10 more | $29/mo“Pro”annual billing usd: 189 · stock views: Unlimited · +6 more |
| Custom / enterprise | Contact sales“API - Paid” | Contact sales“ValueQuant Strategy”pricing model: Book demo / free trial |
| Free trial | 14 days | — |
Alternatives
Free alternatives
Questions we keep getting
What's the difference between Fiscal.ai and Value Sense?
Fiscal.ai leans toward stock ideas, screeners, and stock comparison, while Value Sense puts more weight on stock ideas, screeners, and backtesting. They overlap in 13 categories, so for most people it comes down to workflow preference and price.
How much do Fiscal.ai and Value Sense cost?
Good news: both Fiscal.ai and Value Sense have free plans, so you can run them side by side and only pay if you hit a wall.
Does Fiscal.ai or Value Sense have an API?
Fiscal.ai has an API for programmatic access and custom integrations. Value Sense doesn't, so you're working through its interface.
Should I choose Fiscal.ai or Value Sense?
It depends on what you're after. Pick Fiscal.ai if portfolio and ETF analysis matter to you; go with Value Sense if you'd rather have backtesting and custom dashboards. And if you only need the basics both share, let price decide.
What asset classes do Fiscal.ai and Value Sense cover?
Both cover stocks. Fiscal.ai also handles ETFs, mutual funds, and funds.
Does Fiscal.ai or Value Sense have real-time data?
Fiscal.ai offers real-time data, which matters if you trade actively. Value Sense 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 Value Sense?
Yes, both export to spreadsheets (Fiscal.ai: CSV; Value Sense: Excel), which is handy if you like running your own numbers.
Are Fiscal.ai and Value Sense 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 Value Sense?
Both Fiscal.ai and Value Sense 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 Value Sense?
Fiscal.ai handles portfolio tracking. Value Sense is really a research tool; you'd track your portfolio elsewhere.
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