★ BEST INVESTING TOOLS COMPARISON ★
VOL. XCIV, NO. 247
Source check: Zacks (Zacks.com) checked August 4, 2026
Tool Comparison
Fiscal.ai vs Zacks (Zacks.com)
Start here
Fiscal.ai
Free • From $39/mo · Web · API
- You want an API so you can script or automate things
- You care about stock ideas, stock comparison, and data visualizations, things Zacks (Zacks.com) doesn't offer
- You're a long-term investor who cares more about fundamentals than headlines
Pick Zacks (Zacks.com) instead if
Zacks (Zacks.com)
Free • From $20.75/mo · Web · Mobile
- You want the cheaper way in: plans start at $20.75/mo instead of $39/mo
- You do a lot of your research from your phone
Skip both if: Neither one clicks with how you research; there are strong third options.
See alternativesOutbound links may include affiliate or sponsor codes.
Our take
The bottom line
Fiscal.ai and Zacks (Zacks.com) cover a lot of the same ground (10 shared categories, including screeners, portfolio, and watchlist), so for the basics you won't go far wrong with either. Fiscal.ai simply does more: 29 categories to Zacks (Zacks.com)'s 12, including stock ideas, stock comparison, and data visualizations. Zacks (Zacks.com) counters by starting cheaper at $20.75/mo.
What readers say
Fiscal.ai
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Zacks (Zacks.com)
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Key differences at a glance
- Cheaper paid plan
- Zacks (Zacks.com)$20.75/mo vs $39/mo
- Broader coverage
- Fiscal.ai29 vs 12 categories
- Mobile app
- Zacks (Zacks.com)
- API access
- Fiscal.ai
- Asset coverage
- Fiscal.aiAdds funds
- Free plan
- Both
See for yourself
How they stack up
The side-by-side table: pricing, platforms, data, and coverage at a glance.ShowHide
How they stack up
The side-by-side table: pricing, platforms, data, and coverage at a glance.| Attribute | ||
|---|---|---|
| Pricing & plans | ||
Starting price | Free • From $39/mo | Free • From $20.75/mo |
Free tier | Yes | Yes |
Free trial | 7 days | 30 days |
Plan limits | 37 limits: Terminal - Free: financials history (annual): 10, Terminal - Free: financials history (quarterly): 6 +35 more | 4 limits: Premium Annual: annual price usd: 249, Ultimate Monthly: trial promo: $1 for 30 days shown on current product page +2 more |
| Platforms & access | ||
Web app | Yes | Yes |
Mobile app | No | Yes |
API access | Yes | No |
Broker sync | No | 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 | — |
Categories covered | 29 | 12 |
Regions | North America, Europe, APAC, LatAm, Middle East, Africa | North America, Europe |
| Data & capabilities | ||
Data quality | 3 signals: Latency: Real-time, 15-min Delayed, and End of Day, Granularity: EOD +1 more | 3 signals: Latency: Real-time and End of Day, Granularity: EOD +1 more |
Data partners | 5 partners: Fiscal.ai Data Feed, S&P Global Market Intelligence +3 more | — |
Capabilities | 6 signals: Custom formulas, Universe builder +4 more | Factors: Value, Momentum, and Growth |
Security | SOC2 and Status page | — |
| Try it | Visit Fiscal.ai | Visit Zacks (Zacks.com) |
Where each one shines
What Fiscal.ai and Zacks (Zacks.com) each do best.ShowHide
Where each one shines
What Fiscal.ai and Zacks (Zacks.com) each do best.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.
- AI Copilot, AI summaries, and AI-generated reports to speed up earnings review, filing review, peer comparison, 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.
- 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 Zacks (Zacks.com) does best
- The Zacks Rank system from #1 to #5 and Zacks Industry Rank on company pages to frame earnings-revision-driven research.
- Comparison tools for Value, Growth, and Momentum Style Scores alongside the rank when screening or reviewing individual stocks.
- Screening for stocks, ETFs, and mutual funds with hundreds of filters, with 45+ Premium Screens gated behind paid access.
- Direct access to ticker pages with analyst forecasts, earnings estimates, price targets, company research, and related market context.
- Views for reviewing Price-Consensus-EPS Surprise charts that connect historical estimates, actual earnings, and surprise patterns.
Every detail we compared
Every tracked attribute for Fiscal.ai and Zacks (Zacks.com), side by side.ShowHide
Every detail we compared
Every tracked attribute for Fiscal.ai and Zacks (Zacks.com), side by side.| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFsMutual FundsFunds | StocksETFsMutual Funds |
Experience | BeginnerIntermediateAdvanced | BeginnerIntermediateAdvanced |
Target audience | Retail TradersPro RetailInstitutional InvestorsAnalystsQuants/DevelopersLong-term InvestorsValue InvestorsGrowth Investors+5 more | Not specified |
Regions | North AmericaEuropeAPACLatAmMiddle EastAfrica | North AmericaEurope |
Coverage details | Identifiers: Ticker, CUSIP, ISIN, and FIGI | Identifiers: Ticker |
| Data | ||
Data freshness | Real-time15-min DelayedEnd of Day | Real-timeEnd of Day |
Data granularity | EOD | EOD |
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 | Manual |
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 | Factors: Value, Momentum, and Growth |
Vendor & support | Stratosphere Technology Inc.Country: CanadaFounded 2021Support: Email | Zacks Investment Research |
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.
What you'll actually pay
Plans, billing, trials, and per-month pricing for both tools.ShowHide
What you'll actually pay
Plans, billing, trials, and per-month pricing for both tools.| 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 | $20.75/mo“Premium Annual”annual price usd: 249 |
| Tier 2 | $199/mo“Terminal - Enterprise (Monthly)”financials history (annual): 20+ · financials history (quarterly): 40+ · +10 more | $41.25/mo“Investor Collection Annual” |
| Tier 3 | — | $59/mo“Investor Collection Monthly” |
| Tier 4 | — | $249.58/mo“Ultimate Annual”annual price usd: 2,995 · trial promo: $1 for 30 days shown on current product page |
| Top plan | — | $299/mo“Ultimate Monthly”trial promo: $1 for 30 days shown on current product page |
| Custom / enterprise | Contact sales“API - Paid” | — |
| Free trial | 7 days | 30 days |
Questions we keep getting
What's the difference between Fiscal.ai and Zacks (Zacks.com)?
Fiscal.ai leans toward stock ideas, screeners, and stock comparison, while Zacks (Zacks.com) puts more weight on screeners, ETF screeners, and watchlist. They overlap in 10 categories, so for most people it comes down to workflow preference and price.
How much do Fiscal.ai and Zacks (Zacks.com) cost?
Good news: both Fiscal.ai and Zacks (Zacks.com) 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 Zacks (Zacks.com) on my phone?
Zacks (Zacks.com) 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.
Does Fiscal.ai or Zacks (Zacks.com) have an API?
Fiscal.ai has an API for programmatic access and custom integrations. Zacks (Zacks.com) doesn't, so you're working through its interface.
Should I choose Fiscal.ai or Zacks (Zacks.com)?
It depends on what you're after. Pick Fiscal.ai if stock ideas and stock comparison matter to you; go with Zacks (Zacks.com) if you'd rather have ETF screeners and scores. And if you only need the basics both share, let price decide.
What asset classes do Fiscal.ai and Zacks (Zacks.com) cover?
Both cover stocks, ETFs, and mutual funds. Fiscal.ai also handles funds.
Do Fiscal.ai and Zacks (Zacks.com) offer real-time data?
Yes, both serve real-time market data, so either works when timing matters.
Can I export data from Fiscal.ai and Zacks (Zacks.com)?
Fiscal.ai exports to CSV. Zacks (Zacks.com) is stingier about getting data out.
Which has a better stock screener: Fiscal.ai or Zacks (Zacks.com)?
Both Fiscal.ai and Zacks (Zacks.com) 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 Zacks (Zacks.com)?
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.