Fiscal.ai
Fiscal.ai is an AI-powered investment research terminal and financial data platform for analysing global stocks, company fundamentals, KPIs, filings, estimates, portfolios, ownership, news, and valuation data.
Overview
Fiscal.ai helps investors move from raw financial information to investment insight by combining global company data, fundamental analysis, AI-powered research, stock screening, portfolio monitoring, data visualisation, filings, earnings content, analyst estimates, and auditable financial APIs in one platform.
Core Features & Capabilities
Ideal for individual investors, value investors, equity analysts, portfolio managers, asset managers, hedge funds, wealth-management teams, investment researchers, financial advisers, fintech developers, data analysts, institutional investors, investment clubs, finance students, financial content creators, and AI-agent builders who need reliable public-company data and efficient research workflows.
- Analyse global stocks, ETFs, and funds using company fundamentals, ratios, segments, KPIs, ownership data, estimates, filings, and investor-relations content
- Use AI Copilot and custom AI summaries to research companies, screen investments, understand filings, compare peers, and investigate financial performance
- Build portfolio dashboards and watchlists with custom tables, charts, notifications, news, brokerage connections, and portfolio statistics
- Trace financial data back to source filings through click-through auditability and compare standardized, as-reported, and adjusted figures
- Connect institutional-quality financial data to applications and AI agents through Fiscal.ai APIs, MCP, and filing-backed analyst skills
Trending Use Cases
Why Investors Choose Fiscal.ai
Visit Fiscal.ai and create an account to access the investment research terminal. Start by searching for a company, reviewing its financial statements, business segments, KPIs, valuation ratios, estimates, ownership, filings, earnings materials, and AI summaries. Build a dashboard or watchlist to monitor companies and portfolios, then use Fiscal.ai Copilot for research questions, company comparisons, screening, and custom summaries. Developers and AI-agent builders can obtain an API key, review the Fiscal.ai API documentation, connect the Fiscal MCP, and use Fiscal Skills for workflows such as financial modelling, investment research, peer comparisons, valuation, screening, filing discovery, ownership analysis, and earnings-reaction research.
“Fiscal.ai combines institutional-quality financial data, AI-powered research, portfolio intelligence, and filing-backed analysis in one modern investment terminal.”
Getting Started with Fiscal.ai
By combining global financial data, company-specific KPIs, AI-powered research, portfolio dashboards, analyst estimates, investor-relations content, ownership intelligence, stock screening, filing auditability, financial APIs, MCP integration, and source-linked analyst skills, Fiscal.ai provides a comprehensive research environment for modern investors and financial AI applications.
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Fiscal.ai
Fiscal.ai, formerly FinChat, develops an AI-powered investment research terminal, institutional financial data APIs, Fiscal MCP integration, and filing-backed AI analyst skills for investors, financial professionals, fintech platforms, and AI agents.
Fiscal.ai is an AI-native investment research platform and financial data infrastructure provider built for individual investors, analysts, asset managers, fintech companies, and financial professionals. Formerly known as FinChat, the platform combines global company fundamentals, financial statements, company-specific KPIs, analyst estimates, investor-relations content, ownership data, portfolio dashboards, stock screening, visualisation, AI summaries, and an investment-focused AI Copilot. Fiscal.ai also provides institutional-quality financial APIs, MCP connectivity, and filing-backed AI skills that help agents perform financial modelling, peer comparisons, valuation analysis, investment research, screening, ownership analysis, and other analyst workflows with source-linked data.
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