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Fiscal.ai

Rating: 4.4
User Satisfaction: 85%
Fiscal.ai is a platform that combines deep financial data and conversational AI so investors can research companies, screen equities, and generate insights faster and with more confidence.

Overview

Fiscal.ai is an all-in-one investment research platform that blends institutional-grade financial data with AI-powered tools. It lets investors access fundamentals, visualize trends, query a financial AI assistant (Copilot), build dashboards, and pull deeper insights without manual data gathering.  


Traditional financial research is time-consuming and fragmented across filings, earnings calls, data sources, and news. Fiscal.ai centralizes this into one interface with deep datasets and an AI that can summarize, chart, and compare companies instantly. This helps both retail and professional investors make faster, more informed decisions.  


Users log into the web-based terminal to search companies or funds, view historical financials, build watchlists and dashboards, and ask the built-in “Copilot” AI natural language questions about fundamentals or performance. There’s also a developer API to pull data into custom tools. Paid tiers unlock deeper history, more AI prompts, and advanced features.

 

Details

Tool Launch / Founded Date

Originally launched as FinChat; rebranded to Fiscal.ai (part of TinySeed cohort) and raised Series A in 2025.

Best for

Serious retail investors, financial analysts, wealth managers, fintech products needing a data layer

Access Type

Web-based SaaS with Free tier + Paid subscriptions + API access

Licensing Model

Proprietary platform; standard SaaS terms apply (check fiscal.ai Terms for details)

Feature

  • Institutional-grade financial data: Access fundamental data on stocks, ETFs, and funds globally.  
  • AI Copilot: Natural language assistant designed for detailed financial research queries. 
  • Dashboards & watchlists: Build custom dashboards and monitor portfolios. 
  • Screeners: Filter investment ideas using hundreds of metrics. 
  • Data visualization: Clean charting tools for comparing performance and metrics. 
  • Investor relations & filings: Aggregated filings, transcripts, slides, and events.
  • API Access: Programmatic access for products and models.

Pricing Tables

Free
$0

FREE 2 WEEK PRO TRIAL

  • 10 Years & 6 Quarters of Financials
  • 2 Years & 2 Quarters of KPI Data
  • 1 Dashboard & 30 Rows
  • 1 Event (Calls, Transcripts & Slides)
  • 1 Year & 1 Quarter of Estimates
Pro
$39 /MONTH

VERYTHING IN FREE +

  • 15 Years & 20 Quarters of Financials
  • 10 Years & 15 Quarters of KPI Data
  • 3 Years & 5 Quarters of Adjusted Figures
  • 10 Dashboards & 100 Rows
  • 10 Events (Calls, Transcripts & Slides)
  • 2 Years & 4 Quarters of Estimates
  • Portfolio Stats
  • Curated News & Notifications
  • Equity Research
  • Estimate Revisions
Enterprise
$199 /MONTH

EVERYTHING IN PRO +

  • 20+ Years & 40+ Quarters of Financials
  • 15+ Years & 20+ Quarters of KPI Data
  • 5 Years & 20 Quarters of Adjusted Figures
  • Unlimited Dashboards & Rows
  • Unlimited Events (Calls, Transcripts & Slides)
  • 3 Years & 5 Quarters of Estimates
  • Portfolio Stats
  • Curated News & Notifications
  • Equity Research
  • Estimate Revisions
  • Data Auditability to Filing
  • Export & Download Data
  • As Reported & Standardized Financials
  • Team Billing & Onboarding
  • Custom Contracts

Analytics

Traffic Analysis

Domain Rating
53
Organic Traffic
611.6K
Majority Users
United States

Visits Over Time

No visit data found.

Traffic Sources

No traffic data found.

Last Update Date: 2025-12-31

FAQ

Can I use Fiscal.ai for free?
Yes — there’s a Free tier with limited data and AI prompts. Paid plans unlock deeper history and higher usage.
What markets does it cover?
Covers global equities, ETFs, and funds across major markets.
Does it provide trading execution?
No — it’s a research platform only; execution must happen via a brokerage.
What is the Copilot AI?
An AI assistant tailored to financial queries to summarize data, answer research questions, and create insights.
Does Fiscal.ai have an API?
Yes — robust APIs for developers and fintech partners.
Is the data updated frequently?
Yes — updates occur minutes after filings in major markets.
Is it secure and compliant?
The platform holds security accreditations and uses enterprise-grade infrastructure.

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