Tool Comparison
Fiscal.ai vs Wise (Interest & Stocks)
- 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.
- You're a long-term investor who cares more about fundamentals than headlines
- Paid from
- —
- Free plan
- Yes
- Platforms
- Web, Mobile, API
Best if
- You do a lot of your research from your phone
- You want wealth management and downloadable tax reports.
Start here
Fiscal.ai
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.
- You're a long-term investor who cares more about fundamentals than headlines
Pick Wise (Interest & Stocks) instead if
Wise (Interest & Stocks)
Free · Web · Mobile · API
- You do a lot of your research from your phone
- You want wealth management and downloadable tax reports.
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 simply does more: 29 categories to Wise (Interest & Stocks)'s 3, including stock ideas, screeners, and stock comparison. Wise (Interest & Stocks) counters by being completely free. On paper they're closely matched, so let pricing, platform fit, and the details below break the tie.
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Key differences at a glance
- Real-time data
- Fiscal.ai
- Free trial
- Fiscal.ai14 days
- Broader coverage
- Fiscal.ai29 vs 3 categories
- Mobile app
- Wise (Interest & Stocks)
- Free plan
- Both
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 Wise (Interest & Stocks) does best
- Wise Interest in eligible UK and EEA markets where balances are allocated to government money-market funds, with capital at risk.
- U.S.
- Investment access for available balances or jars through Stocks where eligible, using a selected index fund rather than choosing individual stocks or ETFs.
- Stocks uses BlackRock iShares World Equity Index Fund in eligible UK and EEA markets and LionGlobal Infinity Global Stock Index Fund in Singapore; US residents and taxpayers cannot currently open it.
- Review regional fee tables before using Stocks, including Wise service fees and embedded fund manager fees that differ by market.
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 |
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 | — |
| Platforms & access | ||
Web app | Yes | Yes |
Mobile app | No | Yes |
API access | Yes | Yes |
Broker sync | No | No |
Integrations | MCP, Claude Connector +7 more | Xero and QuickBooks |
| Audience & fit | ||
Experience level | Beginner, Intermediate, Advanced | Beginner, Intermediate, Advanced |
Best for | Retail Traders, Pro Retail +11 more | — |
Categories covered | 29 | 3 |
Regions | North America, Europe, APAC, LatAm, Middle East, Africa | Europe, North America, APAC, LatAm |
| 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 | — |
Security | SOC2 and Status page | Status page |
| Try it | Visit Fiscal.ai | Visit Wise (Interest & Stocks) |
Standout features
The best features of Fiscal.ai and Wise (Interest & Stocks).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 Wise (Interest & Stocks) does best
- Wise Interest in eligible UK and EEA markets where balances are allocated to government money-market funds, with capital at risk.
- U.S.
- Investment access for available balances or jars through Stocks where eligible, using a selected index fund rather than choosing individual stocks or ETFs.
- Stocks uses BlackRock iShares World Equity Index Fund in eligible UK and EEA markets and LionGlobal Infinity Global Stock Index Fund in Singapore; US residents and taxpayers cannot currently open it.
- Review regional fee tables before using Stocks, including Wise service fees and embedded fund manager fees that differ by market.
All details
Every attribute we track for Fiscal.ai and Wise (Interest & Stocks).ShowHide
All details
| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFsMutual FundsFunds | Mutual FundsCurrencies |
Experience | BeginnerIntermediateAdvanced | BeginnerIntermediateAdvanced |
Target audience | Retail TradersPro RetailInstitutional InvestorsAnalystsQuants/DevelopersLong-term InvestorsValue InvestorsGrowth Investors+5 more | Not specified |
Regions | North AmericaEuropeAPACLatAmMiddle EastAfrica | EuropeNorth AmericaAPACLatAm |
Coverage details | Identifiers: Ticker, CUSIP, ISIN, and FIGI | 22 countriesIdentifiers: ISIN |
| 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 | REST |
API auth & delivery | Auth: APIKeyWebhooks50 req/minDocs | Auth: OAuth2Webhooks |
Import methods | Manual | Not specified |
Integrations | MCPClaude ConnectorChatGPTCodex CLICursorVS Code CopilotGemini CLIPerplexity+1 more | XeroQuickBooks |
Export formats | CSVImagePDF | CSVExcelPDF |
| Plans & trust | ||
Security & compliance | SOC2Status page | Status page |
Capability signals | Custom formulasUniverse builderCitation pinningAI summaries: Filings, Transcripts, and News | Not specified |
Vendor & support | Stratosphere Technology Inc.Country: CanadaFounded 2021Support: Email | Wise plcCountry: United KingdomFounded 2011Support: Email, Chat, and Phone |
Curation ratings | Methodology 5/5Reliability 4/5UX 5/5 | Methodology 3/5Reliability 4/5UX 4/5 |
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 | — |
| Top plan | $199/mo“Terminal - Enterprise (Monthly)”financials history (annual): 20+ · financials history (quarterly): 40+ · +10 more | — |
| Custom / enterprise | Contact sales“API - Paid” | — |
| Free trial | 14 days | — |
Questions we keep getting
What's the difference between Fiscal.ai and Wise (Interest & Stocks)?
Fiscal.ai leans toward stock ideas, screeners, and stock comparison, while Wise (Interest & Stocks) puts more weight on wealth management, downloadable tax reports, and APIs & data feeds. They overlap in 1 categories, so for most people it comes down to workflow preference and price.
How much do Fiscal.ai and Wise (Interest & Stocks) cost?
Good news: both Fiscal.ai and Wise (Interest & Stocks) have free plans, so you can run them side by side and only pay if you hit a wall.
Can I use Fiscal.ai or Wise (Interest & Stocks) on my phone?
Wise (Interest & Stocks) lists a dedicated mobile app, so it travels better. Fiscal.ai doesn't list a dedicated mobile app; its documented access is web and API.
Do Fiscal.ai and Wise (Interest & Stocks) 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 Wise (Interest & Stocks)?
It depends on what you're after. Pick Fiscal.ai if stock ideas and screeners matter to you; go with Wise (Interest & Stocks) if you'd rather have wealth management and downloadable tax reports. And if you only need the basics both share, let price decide.
What asset classes do Fiscal.ai and Wise (Interest & Stocks) cover?
Both cover mutual funds. Fiscal.ai also handles stocks, ETFs, and funds. Wise (Interest & Stocks) adds currencies on top.
Does Fiscal.ai or Wise (Interest & Stocks) have real-time data?
Fiscal.ai offers real-time data, which matters if you trade actively. Wise (Interest & Stocks) 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 Wise (Interest & Stocks)?
Yes, both export to spreadsheets (CSV), which is handy if you like running your own numbers.
Which has a better stock screener: Fiscal.ai or Wise (Interest & Stocks)?
Fiscal.ai has a stock screener for surfacing ideas; Wise (Interest & Stocks) doesn't, and focuses its energy elsewhere.
Can I track my portfolio with Fiscal.ai or Wise (Interest & Stocks)?
Fiscal.ai handles portfolio tracking. Wise (Interest & Stocks) is really a research tool; you'd track your portfolio elsewhere.
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