Fiscal.ai
AI-powered stock research for confident investing
What is Fiscal.ai? Complete Overview
Fiscal.ai is a comprehensive AI-powered stock research platform designed for investors, analysts, and financial professionals. Backed by $13M in funding from leading venture capital firms, it provides deep financial insights, AI-driven analysis, and comprehensive market data. The platform solves key pain points in investment research by offering consolidated financial data, AI summaries, and powerful analytics tools in one place. Its target audience ranges from individual investors to professional asset managers who need accurate, timely, and actionable market intelligence.
Fiscal.ai Interface & Screenshots
Fiscal.ai Official screenshot of the tool interface
What Can Fiscal.ai Do? Key Features
Comprehensive Financial Data
Access 20+ years of financial statements, 40+ quarters of historical data, and standardized financials for global markets. The platform covers over 100,000 stocks, ETFs, and funds with detailed segment and KPI data.
AI-Powered Analysis
Leverage AI summaries of earnings calls, transcripts, and investor presentations. The AI Copilot feature provides up to 500 monthly prompts for deeper analysis in higher-tier plans.
Advanced Portfolio Tools
Monitor portfolio statistics and receive notifications about important market movements. Equity research integrations include Morningstar data and proprietary AI analysis for comprehensive investment insights.
Customizable Dashboards
Create unlimited dashboards with configurable rows to track key metrics. Enterprise plans offer custom chart colors and logos for branded reporting.
Professional Research Tools
Access analyst estimates, price targets, DCF modeling tools, and estimate revisions. The platform provides 3-5 years of forward-looking estimates for better forecasting.
Best Fiscal.ai Use Cases & Applications
Individual Investor Research
Retail investors can use Fiscal.ai to research potential investments, compare companies within industries, and monitor their personal portfolios with professional-grade tools.
Professional Financial Analysis
Analysts at asset management firms leverage the platform's extensive historical data, AI summaries, and estimate tracking to produce detailed investment research reports.
Institutional Data Integration
Hedge funds and investment banks use the Fiscal.ai APIs to integrate comprehensive financial data into their proprietary systems and models.
How to Use Fiscal.ai: Step-by-Step Guide
Sign up for a free account to access basic features including 5 years of financials and limited dashboard capabilities. The free tier includes a 2-week Pro trial.
Explore companies using the global market coverage of 100,000+ securities. View financial statements, KPIs, and segment data with various time period options.
Create custom dashboards to monitor your watchlist or portfolio. Add rows for specific metrics and enable notifications for important changes.
Utilize AI tools for earnings call summaries, analyst estimate tracking, and equity research. Higher tiers offer more AI Copilot prompts for deeper analysis.
Upgrade to Plus, Pro, or Enterprise plans for expanded historical data, unlimited dashboards, and professional features like estimate revisions and data exports.
Fiscal.ai Pros and Cons: Honest Review
Pros
Considerations
Is Fiscal.ai Worth It? FAQ & Reviews
The free plan includes 5 years of financials, 2 years of KPI data, one dashboard, and limited access to events and estimates. It also includes a 2-week trial of Pro features.
Financial data is updated in real-time as companies report earnings and file documents. Estimates and analyst ratings are updated continuously as new research is published.
Data export is available only in the Enterprise plan, which includes CSV downloads and API access for integration with other systems.
The platform covers global markets with data on over 100,000 stocks, ETFs, and funds across all major exchanges worldwide.
The AI Copilot helps analyze financial data by answering natural language questions about companies, generating summaries of earnings calls, and highlighting key insights from financial statements.