Fiscal.ai (formerly FinChat.io)

Fiscal.ai, formerly FinChat.io, is an investment research terminal for company financials, KPIs, estimates, investor-relations materials, dashboards and AI-assisted analysis. Users can investigate public companies, compare metrics, review earnings calls and filings, and ask questions about available data. Current data-history and usage entitlements require confirmation for the selected Terminal, MCP or API offering.

✨ Key Features

• Research public companies and funds — Explore global-market coverage across stocks, ETFs, and funds.
• Review financial statements and ratios — Inspect annual and quarterly financial data in tables and charts.
• Analyze segments and KPIs — Compare operating metrics across supported companies and periods.
• Use AI Copilot prompts — Ask questions and summarize investment research within the terminal’s prompt allowance.
• Build research dashboards — Arrange company data and metrics into reusable dashboards.
• Track company events — Review earnings calls, transcripts, slides, filings, conferences, and other events.
• View analyst estimates — Work with forward annual and quarterly estimates and, on eligible plans, revisions and price targets.
• Compare industries and companies — Use ratios, segments, and custom metrics to investigate peers.
• Monitor portfolios — Use portfolio statistics and notifications on plans that include them.
• Explore equity research — Access the Morningstar/AI equity-research feature on eligible plans.
• Review investor and ownership data — Investigate holdings, insider activity, and related ownership information where available.
• Export and integrate research — Use supported export, Excel, API, and data-workflow options; confirm current availability with Fiscal.ai.

💳 Pricing

Fiscal.ai is the current brand. The public pricing page separates Terminal, MCP and API offerings and advertises a seven-day trial for Terminal and MCP.

Current subscription prices, prompt allowances and data-history limits could not be verified from the public flow. Terminal onboarding requires selecting individual or professional use; the individual path asks for a binding declaration about non-professional use. Plan access and terms can depend on that selection.

The older FinChat Free/Plus/Pro amounts and 10/100/500 monthly prompts are withdrawn here because they have not been confirmed for the current product. Do not assume an ongoing free tier, a two-week trial, or the same API access as a Terminal subscription. API feeds have a separate institutional offering and quotation process.

⚖️ Alternatives Compared

🎯 Use Cases

• Screening public companies before deeper investment research.
• Comparing quarterly KPIs and financial ratios across peers.
• Reviewing earnings calls, filings, and investor presentations.
• Asking AI Copilot questions about company fundamentals.
• Building dashboards for a watchlist or investment thesis.
• Checking analyst estimates and revisions for a company.
• Monitoring portfolio statistics and company notifications.
• Preparing an equity-research brief with structured data.
• Investigating segments, ownership, and investor activity.
• Organizing repeatable research workflows for an investment team.