>_ alternatives to Fiscal AI
22 research tools that do a similar job to Fiscal AI, with the facts side-by-side.
See full data, pricing and features on the Fiscal AI profile page.
the tool you're replacing
Fiscal AI— Conversational AI research over institutional-grade financials for 100k+ global companies, powered by S&P Market Intelligence.
conversational ai research tool for querying institutional-grade financials across 100k+ global companies. powered by s&p market intelligence data, accepts natural-language queries over fundamentals and segment kpis.
| tool | best for | pricing | plans | who uses it |
|---|---|---|---|---|
| Fiscal AI (this tool) | users seeking natural-language access to s&p-grade company financials and segment metrics | FREE-$$ free tier | — | — |
| AlphaSense | investment teams (hedge funds, pe, vc, asset managers, investment banks), corporate strategy, and consulting teams conducting market research, competitive intelligence, and due diligence across sectors. | CALL | — | Hedge Fund, Private Equity, Venture Capital, Mutual Fund, Investment Bank, RIA |
| Rogo | investment bankers, private equity investors, and hedge fund analysts executing deals and research workflows at institutional firms | CALL | — | Investment Bank, Private Equity, Hedge Fund |
| Rose AI | financial analysts at hedge funds and institutions who need transparent, auditable data workflows with logic-tree traceability. | FREE-$$ free tier | — | Hedge Fund, Mutual Fund, Family Office, RIA |
| AllMind AI | institutional buy-side and sell-side research teams across public equities, fixed income, private equity, venture capital, and wealth management | CALL | contact sales contact for enterprise pricing | Hedge Fund, Mutual Fund, Private Equity, Venture Capital, RIA, Family Office |
| Koyfin | financial advisors, investment research teams and CIOs, and individual investors seeking institutional-grade data and portfolio management tools. | FREE-$$ free tier | — | Retail, RIA |
| TIKR Terminal | individual investors seeking fundamental analysis and portfolio tracking tools previously limited to institutional users. | FREE-$ free tier | Free $0/month · Plus $24.95/month · Pro $54.95/month | Retail, RIA, Family Office, Mutual Fund, Hedge Fund |
| Reflexivity | institutional investors seeking ai-powered analysis with auditable, institutional-grade data sources | CALL | — | Hedge Fund, Mutual Fund, Family Office, RIA |
| StockInsights AI | value investors and investment professionals conducting recurring research on public companies and portfolio monitoring. | FREE-$ free tier | Free $0/month · Pro $17/month ($200/year) · Developer Plan (API) 7-day free trial · Business Plan (API) contact sales | Retail, RIA, Family Office, Hedge Fund, Mutual Fund |
| Finpilot | investment teams at endowments, foundations, ocio/family offices, and rias handling manager research, due diligence, and portfolio monitoring | CALL | — | RIA, Family Office |
| Alva | users who want to turn investing ideas into repeatable, monitored workflows without manual data stitching or code. | FREE-$$ free tier | Free $0/month · Pro $24.90/month (save $60 annually) · Max $169.00/month (save $360 annually) | Retail |
| Quilt Labs | professionals conducting due diligence on stocks and bonds who need ai-generated insights cited to source documents. | CALL | — | — |
| AlphaWatch AI | investors, founders, and operators looking to surface warm paths and off-market deal opportunities from existing network data | CALL | — | Hedge Fund, Private Equity, Venture Capital |
| Hudson Labs | institutional investors (asset managers, hedge funds, law firms) conducting equity research and fraud risk assessment on us public companies | $$$ | Core $100/month · Institutional contact sales | Hedge Fund, Mutual Fund, Investment Bank, Private Equity, Family Office, RIA |
| Quill AI | analysts building and maintaining equity models from sec filings and earnings data | $$$ | Web Only $250/month · Excel & Web contact us | Hedge Fund, RIA, Mutual Fund, Family Office |
| ROIC AI | investors who want comprehensive historical financials and ROIC-focused fundamental analysis in one place, and developers building applications with a financial data API. | FREE-$ free tier | Free $0/mo · Individual $21/mo billed annually · Professional $74/mo billed annually · Professional (monthly) $89/mo · Enterprise custom pricing | Retail |
| Spectre AI | crypto traders and analysts who query market conditions in natural language and need on-chain + social + sentiment data unified in one dashboard. | FREE-$$ free tier | Free $0 · Pro $29/mo · Max $79/mo · Enterprise contact sales | Retail |
| Terminal X | investment firms (hedge funds, private equity, family offices, asset managers, venture capital) needing centralized search across internal proprietary data and live public market sources | CALL | — | Hedge Fund, Private Equity, Family Office, Mutual Fund, Venture Capital, RIA |
| You.com Finance Research API | developers building financial workflows requiring multi-source reconciliation and cited structured intelligence — earnings research agents, pre-deal diligence tools, competitive intelligence workflows, financial q&a copilots. | $-$$ | Deep $110 per 1,000 requests · Exhaustive $500 per 1,000 requests | Hedge Fund, Mutual Fund |
| Daloopa | public equity analysts at hedge funds, mutual funds, investment banks, and equity research shops building and updating three-statement models. | FREE-CALL free tier | — | Hedge Fund, Mutual Fund, Investment Bank |
| HeyFinn | portfolio managers and analysts at fundamental funds, family offices, and wealth managers who want thesis-aware coverage and research delivered by email without building an in-house ai research team. | $$$ free tier | Track one stock, free $0 · Pro $290/seat/mo · Enterprise contact us for pricing | Hedge Fund, Mutual Fund, Family Office, RIA |
| Stock Analysis | individual investors seeking accurate, fast, ad-light fundamental data and screening tools | FREE-$ free tier | — | Retail |
| Wisesheets | investors building custom screening models or dumping years of financials and key metrics without manual copy-paste | $-$$$ | Pro Plan $60 USD per year · Elite Plan $120 USD per year · Enterprise $900 USD per year | Retail, Hedge Fund, Family Office |
free alternatives to Fiscal AI
- Rose AI — financial analysts at hedge funds and institutions who need transparent, auditable data workflows with logic-tree traceability.
- Koyfin — financial advisors, investment research teams and CIOs, and individual investors seeking institutional-grade data and portfolio management tools.
- TIKR Terminal — individual investors seeking fundamental analysis and portfolio tracking tools previously limited to institutional users. · Free $0/month · Plus $24.95/month · Pro $54.95/month
- StockInsights AI — value investors and investment professionals conducting recurring research on public companies and portfolio monitoring. · Free $0/month · Pro $17/month ($200/year) · Developer Plan (API) 7-day free trial · Business Plan (API) contact sales
- Alva — users who want to turn investing ideas into repeatable, monitored workflows without manual data stitching or code. · Free $0/month · Pro $24.90/month (save $60 annually) · Max $169.00/month (save $360 annually)
- ROIC AI — investors who want comprehensive historical financials and ROIC-focused fundamental analysis in one place, and developers building applications with a financial data API. · Free $0/mo · Individual $21/mo billed annually · Professional $74/mo billed annually · Professional (monthly) $89/mo · Enterprise custom pricing
- Spectre AI — crypto traders and analysts who query market conditions in natural language and need on-chain + social + sentiment data unified in one dashboard. · Free $0 · Pro $29/mo · Max $79/mo · Enterprise contact sales
- Daloopa — public equity analysts at hedge funds, mutual funds, investment banks, and equity research shops building and updating three-statement models.
- HeyFinn — portfolio managers and analysts at fundamental funds, family offices, and wealth managers who want thesis-aware coverage and research delivered by email without building an in-house ai research team. · Track one stock, free $0 · Pro $290/seat/mo · Enterprise contact us for pricing
- Stock Analysis — individual investors seeking accurate, fast, ad-light fundamental data and screening tools
Fiscal AI alternatives for other asset classes
- Rogo (Equities) — investment bankers, private equity investors, and hedge fund analysts executing deals and research workflows at institutional firms
- TIKR Terminal (Equities) — individual investors seeking fundamental analysis and portfolio tracking tools previously limited to institutional users. · Free $0/month · Plus $24.95/month · Pro $54.95/month
- StockInsights AI (Equities) — value investors and investment professionals conducting recurring research on public companies and portfolio monitoring. · Free $0/month · Pro $17/month ($200/year) · Developer Plan (API) 7-day free trial · Business Plan (API) contact sales
- Finpilot (Equities) — investment teams at endowments, foundations, ocio/family offices, and rias handling manager research, due diligence, and portfolio monitoring
- Quilt Labs (Equities) — professionals conducting due diligence on stocks and bonds who need ai-generated insights cited to source documents.
- AlphaWatch AI (Equities) — investors, founders, and operators looking to surface warm paths and off-market deal opportunities from existing network data
- Hudson Labs (Equities) — institutional investors (asset managers, hedge funds, law firms) conducting equity research and fraud risk assessment on us public companies · Core $100/month · Institutional contact sales
- Quill AI (Equities) — analysts building and maintaining equity models from sec filings and earnings data · Web Only $250/month · Excel & Web contact us
- Spectre AI (Crypto) — crypto traders and analysts who query market conditions in natural language and need on-chain + social + sentiment data unified in one dashboard. · Free $0 · Pro $29/mo · Max $79/mo · Enterprise contact sales
- AlphaSense— AI search across SEC filings, earnings transcripts, broker research, and expert calls — the umbrella platform that now includes Tegus expert calls, Canalyst models, and Sentieo.
- Rogo— Finance-native AI for investment banks, PE, and hedge funds — searches/analyzes filings, transcripts, and decks; generates pitchbooks and meeting prep.
- Rose AI— Natural-language data platform for financial analysts — query, visualize, and audit datasets with explainable logic trees and a built-in data marketplace.
- AllMind AI— Aggregates broker research, filings, transcripts, news, and internal documents into a unified platform with AI-powered search, analysis grids, and automated report generation for institutional investorsMulti-assetResearchCALL· analyzes thousands of documents simultaneously with cited institutional-grade sources
- Koyfin— Bloomberg-alternative web terminal — dashboards, charting, screeners, and global market data for individual investors and advisors.
- TIKR Terminal— Free global terminal covering 100k+ stocks across 92 countries with S&P CapIQ financials, screener, and 10k+ investor portfolios.
- Reflexivity— Combines institutional-grade market data from S&P Global, LSEG Datastream, Cboe, and Nasdaq with explainable AI agents to generate investment analysis, knowledge graphs, and portfolio insights for institutional investors.
- StockInsights AI— AI equity-research assistant for value investors — search, summarize, and tag filings, transcripts, and 8-Ks across US and India.
- Finpilot— AI copilot for analysts, RIAs, and allocators — chat with citations, document extraction, comparison Matrix, and autonomous report agents.
- Alva— Converts investment theses and market narratives into live playbooks with backtesting, automation, data APIs, and 24/7 agent executionMulti-assetAI AgentsFREE-$$· AI agent that turns ideas into executable, auto-refreshing investing playbooks
- Quilt Labs— Factual generative-AI research over filings, newswires, and presentations — KPI detector + autonomous due-diligence agents with citations.
- AlphaWatch AI— Predictive research and due-diligence AI for hedge funds and PE — multi-source synthesis (up to 100 sources/query) over filings, news, and private data.
- Hudson Labs— Co-Analyst AI for institutional equity research — KPI time-series extraction, forensic risk signals, and earnings analysis on 5,500+ US equities and ADRs.
- Quill AI— AI copilot for SEC filings, earnings calls, and PDFs — query in natural language with sentence-level citations.
- ROIC AI— Financial analysis platform with 30+ years of statements, transcripts, screener, and a powerful API for 60k+ tickers.
- Spectre AI— Provides AI-generated market intelligence, on-chain analytics, social sentiment, liquidation heatmaps, and non-custodial trading for 10,000+ crypto tokens across 8 blockchains.
- Terminal X— Indexes petabyte-scale internal and external financial data at cell and sentence level for AI-powered investment research and decision-making across multiple asset classes.Multi-assetResearchCALL· centralized AI knowledge hub indexing firm's private data + live market data
- You.com Finance Research API— Provides cited, multi-step financial research API delivering structured intelligence from filings, macro data sources, and licensed S&P Global data with inline citations and source reconciliationMulti-assetData & APIs$-$$· agentic multi-step research with source-reconciled output and inline citations
- Daloopa— AI-extracted, audit-ready financial data for 5,500+ global tickers — every number hyperlinked to its primary source for one-click verification.
- HeyFinn— Finn: an AI junior analyst that tracks what you care about, remembers everything, and helps you stay ahead of your investments.Multi-assetResearch$$$· HeyFinn combines research, monitoring, modeling, and institutional memory into a single AI analyst for professionals
- Stock Analysis— Free financial statements, ratios, and screeners for 130k+ global stocks, ETFs, and funds — clean, fast, ad-light.
- Wisesheets— Provides real-time and historical financial data for stocks, ETFs, options, and crypto directly in Excel and Google Sheets through custom functions and statement dumpsMulti-assetData & APIs$-$$$· 30 years of historical financials plus live data via spreadsheet add-on