Tool Comparison
Fiscal.ai vs YCharts
- Paid from
- $39/mo, billed monthly
- Free plan
- Yes
- Platforms
- Web, API
Best if
- You'd rather start free and only pay if you outgrow it
- Delayed quotes won't cut it; you need real-time data
- You want an API so you can script or automate things
- Paid from
- $3000/yr, billed annually
- Free plan
- No
- Platforms
- Web, Desktop
Best if
- You want ETF comparison, correlation, and risk metrics.
Pick Fiscal.ai if
Fiscal.ai
Free • From $39/mo, billed monthly · Web · API
- You'd rather start free and only pay if you outgrow it
- Delayed quotes won't cut it; you need real-time data
- You want an API so you can script or automate things
Pick YCharts if
YCharts
From $3000/yr, billed annually · Web · Desktop
- You want ETF comparison, correlation, and risk metrics.
Skip both if: Neither one clicks with how you research; there are strong third options.
See alternativesOther tools you might like
Outbound links may include affiliate or sponsor codes.
Not set on either one? See the top 50 tools, ranked by user votes, or the deals page for big discounts on popular tools.
Our take
The bottom line
Fiscal.ai and YCharts cover a lot of the same ground (10 shared categories, including screeners, stock comparison, and data visualizations), so for the basics you won't go far wrong with either. Fiscal.ai simply does more: 29 categories to YCharts's 20, including stock ideas, institutional ownership, and fund analysis. YCharts counters by keeping things simpler.
What readers say
Fiscal.ai
No votes yet. Cast the first one.
YCharts
No votes yet. Cast the first one.
Key differences at a glance
- Free plan
- Fiscal.ai
- Broader coverage
- Fiscal.ai29 vs 20 categories
- Desktop app
- YCharts
- API access
- Fiscal.ai
- Real-time data
- Fiscal.ai
- Broker sync
- YCharts
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 YCharts does best
- Tools for building client-ready charts, scatter plots, technical charts, economic overlays, ratios, spreads, correlations, annotations, and branded visuals.
- Comparison tools for stocks, funds, ETFs, portfolios, and models with Comp Tables, custom scoring, exports, and client-ready PDFs.
- Stock and fund screeners, dashboards, watchlists, alerts, and market-monitoring workflows for advisor and analyst research.
- Create proposals, talking points, report templates, risk profiles, custom disclosures, and firm-branded client materials.
- Portfolio Optimizer, Scenarios, Interactive Analysis, Monte Carlo workflows, stress tests, and transition tax analysis where included by tier.
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, billed monthly | From $3000/yr, billed annually |
Free tier | Yes | No |
Free trial | 14 days | 7 days |
Plan limits | 37 limits: Terminal - Free: financials history (annual): 10, Terminal - Free: financials history (quarterly): 6 +35 more | 9 limits: Analyst: additional seat annual usd: 1,500, Presenter: additional seat annual usd: 2,400 +7 more |
| Platforms & access | ||
Web app | Yes | Yes |
Desktop app | No | Yes |
Mobile app | No | No |
API access | Yes | No |
Broker sync | No | Yes |
Integrations | MCP, Claude Connector +7 more | Addepar, Advyzon +15 more |
| Audience & fit | ||
Experience level | Beginner, Intermediate, Advanced | Intermediate, Advanced |
Best for | Retail Traders, Pro Retail +11 more | Financial Advisors, RIAs / Wealth Firms +2 more |
Categories covered | 29 | 20 |
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 | 3 partners: Morningstar, S&P Global Market Intelligence +1 more |
Capabilities | 4 signals: Custom formulas, Universe builder +2 more | 6 signals: Stress tests: EquityCrash, Monte Carlo +4 more |
Security | SOC2 and Status page | 4 signals: SOC2, Status page +2 more |
| Try it | Visit Fiscal.ai | Visit YCharts |
Standout features
The best features of Fiscal.ai and YCharts.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 YCharts does best
- Tools for building client-ready charts, scatter plots, technical charts, economic overlays, ratios, spreads, correlations, annotations, and branded visuals.
- Comparison tools for stocks, funds, ETFs, portfolios, and models with Comp Tables, custom scoring, exports, and client-ready PDFs.
- Stock and fund screeners, dashboards, watchlists, alerts, and market-monitoring workflows for advisor and analyst research.
- Create proposals, talking points, report templates, risk profiles, custom disclosures, and firm-branded client materials.
- Portfolio Optimizer, Scenarios, Interactive Analysis, Monte Carlo workflows, stress tests, and transition tax analysis where included by tier.
All details
Every attribute we track for Fiscal.ai and YCharts.ShowHide
All details
| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFsMutual FundsFunds | StocksETFsMutual FundsClosed-End FundsBondsCryptos |
Experience | BeginnerIntermediateAdvanced | IntermediateAdvanced |
Target audience | Retail TradersPro RetailInstitutional InvestorsAnalystsQuants/DevelopersLong-term InvestorsValue InvestorsGrowth Investors+5 more | Financial AdvisorsRIAs / Wealth FirmsAsset ManagersAnalysts |
Regions | North AmericaEuropeAPACLatAmMiddle EastAfrica | Not specified |
Coverage details | Identifiers: Ticker, CUSIP, ISIN, and FIGI | Identifiers: Ticker and CUSIP |
| 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 | MorningstarS&P Global Market IntelligenceMoody's |
| Access & integrations | ||
API protocols | REST | Not specified |
API auth & delivery | Auth: APIKeyWebhooks50 req/minDocs | Not specified |
Import methods | Manual | CSVCustodianManual |
Integrations | MCPClaude ConnectorChatGPTCodex CLICursorVS Code CopilotGemini CLIPerplexity+1 more | AddeparAdvyzonAvisoBlack DiamondBroadridge Wealth AggregationeMoneyFidelityiRebal+9 more |
Export formats | CSVImagePDF | CSVExcelPDF |
| Plans & trust | ||
Security & compliance | SOC2Status page | SOC2Status pageEncryption at restEncryption in transit |
Capability signals | Custom formulasUniverse builderCitation pinningAI summaries: Filings, Transcripts, and News | Stress tests: EquityCrashMonte CarloPortfolio attributionCorrelationModel portfoliosClient reporting |
Vendor & support | Stratosphere Technology Inc.Country: CanadaFounded 2021Support: Email | YCharts, Inc.Country: United StatesSupport: Email, Phone, and Chat |
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 | — |
| Entry paid plan | $39/moBilled monthly“Terminal - Pro (Monthly)”financials history (annual): 15 · financials history (quarterly): 20 · +10 more | $3000/yrBilled annually≈ $250/mo“Analyst”additional seat annual usd: 1,500 |
| Tier 2 | $199/moBilled monthly“Terminal - Enterprise (Monthly)”financials history (annual): 20+ · financials history (quarterly): 40+ · +10 more | $6300/yrBilled annually≈ $525/mo“Professional”additional seat annual usd: 3,600 |
| Top plan | — | SubscriptionBilled annually“Presenter”additional seat annual usd: 2,400 |
| Custom / enterprise | Contact sales“API - Paid” | Contact sales“Enterprise” |
| Free trial | 14 days | 7 days |
Alternatives
Free alternatives
Questions we keep getting
What's the difference between Fiscal.ai and YCharts?
Fiscal.ai leans toward stock ideas, screeners, and stock comparison, while YCharts puts more weight on screeners, stock comparison, and ETF comparison. They overlap in 10 categories, so for most people it comes down to workflow preference and price.
Is Fiscal.ai or YCharts free to use?
Fiscal.ai has a free tier, so you can get started without paying anything. YCharts is paid-only. If budget matters, start with Fiscal.ai and see how far it takes you before opening your wallet.
Which is better for beginners: Fiscal.ai or YCharts?
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 YCharts have an API?
Fiscal.ai has an API for programmatic access and custom integrations. YCharts doesn't, so you're working through its interface.
Should I choose Fiscal.ai or YCharts?
It depends on what you're after. Pick Fiscal.ai if stock ideas and institutional ownership matter to you; go with YCharts if you'd rather have ETF comparison and correlation. And if you only need the basics both share, let price decide.
What asset classes do Fiscal.ai and YCharts cover?
Both cover stocks, ETFs, and mutual funds. Fiscal.ai also handles funds. YCharts adds closed-end funds, bonds, and cryptos on top.
Does Fiscal.ai or YCharts have real-time data?
Fiscal.ai offers real-time data, which matters if you trade actively. YCharts 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 YCharts?
Yes, both export to spreadsheets (CSV), which is handy if you like running your own numbers.
Can Fiscal.ai or YCharts connect to my broker?
YCharts syncs with brokers automatically. With Fiscal.ai, you're entering holdings by hand or importing files.
Which has a better stock screener: Fiscal.ai or YCharts?
Both Fiscal.ai and YCharts 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 YCharts?
Yes, both do portfolio tracking: holdings, performance, and allocation in one place.
Keep researching
More comparisons to check
Other tools you might like
Keep Exploring
Feedback
Spot stale pricing, missing features, or a comparison that feels off? Send feedback on the verdict, table, alternatives, or recommendation.
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.