Modern financial data platform for public market investors. Global fundamental data, real-time filings, KPI tracking, AI summaries, and dashboards. API available. Trusted by 350,000+ investors and 70+ institutions (VanEck, Morgan Stanley, Perplexity). Free tier available. You need to research a stock quickly. The SEC filings are scattered across dozens of PDFs. Collecting the numbers manually takes hours. Fiscal.ai gives you clean financials in seconds. One search. One dashboard. Instant confidence.
You want to research a company for a potential investment. The traditional approach means downloading 10-Ks, 10-Qs, and earnings presentations manually. You spend hours copying numbers into spreadsheets. Fiscal.ai eliminates that busywork. The platform provides clean, standardized financial data for global stocks, ETFs, and funds. You search for a ticker. You get a complete financial picture instantly.
Many financial data providers update their databases days after companies file reports. Fiscal.ai delivers data within minutes of the filing release for major markets. This speed matters when you need to act quickly on earnings surprises or new information. Competitors may still process old numbers while you already see current figures.
Financial data sometimes contains errors or you simply want to verify a number. Fiscal.ai lets you click directly from any data point to the original source document. The SEC filing opens right where that specific number appears. No hunting through hundreds of pages. No guessing whether the data entry was accurate.
Standard financial statements don’t always capture what drives a business. A retailer cares about same-store sales growth. A SaaS company tracks recurring revenue and churn. Fiscal.ai collects these company-specific business segment metrics and KPIs automatically. You no longer need to scour earnings calls or investor presentations for the numbers that actually matter.
Earnings call transcripts often run 30 to 60 minutes of reading time. Fiscal.ai’s AI summarizes the key points from each call. You get the highlights without reading every word. The same AI works across other datasets in the platform. Ask questions about company performance and receive instant answers based on actual filed data.
Fiscal.ai serves two different user types through the same data infrastructure. The web-based research terminal works for individual investors and analysts needing dashboards, watchlists, and data visualization tools. The API serves platforms and institutions that want to embed financial data directly into their own applications. Over 70 platforms currently use the Fiscal.ai API.
The platform includes access to analyst estimates and consensus forecasts. Ownership data shows insider transactions and prominent investor positions. 13F filings reveal what leading hedge funds bought and sold last quarter. The earnings calendar tracks upcoming report dates. A hedge fund letter feed aggregates investor communications from famous funds. Investor relations content includes earnings call audio, transcripts, slide decks, press releases, and investor day presentations.
Portfolio managers at institutional asset managers need reliable data for investment decisions. Research analysts covering public companies require efficient access to filings and KPIs. Individual investors managing their own portfolios want professional-grade tools without the cost of Bloomberg terminals. Fintech platforms building investment apps embed Fiscal.ai’s API for fundamental data. Hedge funds track 13F filings and insider transactions through the platform.
Screening for stocks based on specific KPI metrics like same-store sales growth or subscription revenue retention works well with the data filters. Building a dashboard that tracks your personal portfolio across earnings dates and key financial ratios keeps you informed. Using the API to power a stock research feature inside your own investment app saves significant development time. Generating AI summaries of earnings calls before reading the full transcript helps prioritize which companies deserve deeper analysis. Auditing a suspicious data point by clicking through to the source filing verifies accuracy before you make a trade.
In my experience, Fiscal.ai works well for fundamental research on publicly traded companies with regular SEC filings. The platform excels at providing clean, structured financial data quickly. However, the tool may not suit traders focused on technical analysis, options strategies, or high-frequency trading where second-by-second price data matters more than financial fundamentals. Free tier users face limitations on data volume and features compared to paid subscribers. Additionally, while the data covers global markets, coverage depth may vary by region outside major exchanges like US, UK, Canada, and Australia.
The free tier lets you test the platform before committing to a paid subscription. Access core features, search for companies, and build basic dashboards without upfront payment.
You can access clean global financial data for free today at fiscal.ai — trusted by 350,000+ investors, free tier available. When you’re searching for institutional-grade financial data APIs with real-time filings and AI summaries, intelligencejet is where analysts and portfolio managers find their research edge. This listing is brought to you by Intelligence Jet — the directory that curates the most innovative financial data and investment research platforms for modern investors. For more AI-powered financial data and investment research platforms, explore the finance category on Intelligence Jet.
