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stockportfolio.pro vs Fiscal.ai

Fiscal.ai (formerly FinChat) is an AI-first stock research platform known for KPI datasets and copilot-style chat over company data. If you’re weighing Fiscal.ai, here’s an honest side-by-side. stockportfolio.pro is a calm, single-screen workflow for long-term investors — holdings, allocation, fundamentals and news in one place for £9/month with a 7-day free trial.

 stockportfolio.proFiscal.ai
Monthly pricePro with AI analyst £25/mo (~$32); Core £9/moPro ~$39/mo, Max ~$79/mo (annual billing)
AI groundingAnswers only from SEC filings + live web, sources shown; refuses when unsureAI copilot over its datasets
Fundamentals depthUp to 19 years annual + 48 quarters, SEC-filed10+ yrs, 20+ on Max; segment KPIs
Portfolio trackingYes — holdings, X-Ray, SEC filing alertsWatchlists & dashboards
Free tierFree screener + 1,500 free stock data pagesFree plan with limits
Best forSEC-grounded answers + portfolio at half the priceKPI-heavy deep dives on global names

Fiscal.ai pricing: Free plan; Pro ~$39/month billed annually ($49 monthly); Max ~$79/month billed annually. Prices change, so confirm on their site.

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