Fiscal.ai vs YCharts comparison

Both platforms cover Screeners, Stock Comparison, Data Visualizations, Portfolio, Watchlist, ETF Overview, ETF Performance, ETF Holdings, ETF Fundamentals, Financials, Insider Data, Analyst Forecasts, News, Alerts, Data APIs, and APIs & SDKs workflows, so you can research those use cases in either tool before digging into the feature differences below.

Fiscal.ai offers a free entry point, while YCharts requires a paid subscription. Review the pricing table to see how the paid tiers compare.

Both Fiscal.ai and YCharts prioritize web or desktop access. Investors wanting a mobile-first workflow may need to rely on responsive web views.

Fiscal.ai differentiates itself with Modern web-based research terminal with dashboards, customizable watchlists, portfolio stats, and fundamental charting for 100,000+ global stocks, ETFs, and funds., Deep fundamental coverage: 10–20+ years of annual and 6–40+ quarters of quarterly financials by plan, with ratios, common-size statements, and adjusted metrics., and Rich segment & KPI database across ~2,300 large-cap names, including company-specific business KPIs that are hard to aggregate manually., whereas YCharts stands out for Research workspace with Fundamental Charts, robust screeners, comp tables, scatter plots, scenario tools, and Quickflows to speed common tasks., Portfolio analytics for model and client accounts: optimizer and rebalancing (daily through annual), correlation matrices, attribution and transition analysis, drift/overlap checks, and exposure breakdowns., and Broad data coverage: U.S. and Canadian equities, ETFs and CEFs, plus mutual funds and SMAs as add-ons; 4,000+ fundamental metrics, S&P Global analyst estimates, MSCI ESG datasets, and a large set of macro indicators..