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Fiscal AI Review: Is the KPI Data Worth Paying For?

Some of the cleanest company KPI data a retail investor can buy, priced like the professionals it also sells to.

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What Fiscal AI Actually Looks Like

Screenshot of the Fiscal AI homepage
The Fiscal AI homepage

The Alpha Score Breakdown

Fiscal AI scores 72 out of 100 across five pillars, 20 points each.

  • Signal Quality17 / 20
  • Transparency15 / 20
  • Price-to-Value12 / 20
  • Usability16 / 20
  • Community Verdict12 / 20
How we score →

The Verdict

Fiscal AI scores 72, and signal quality leads at 17. This is the company formerly known as FinChat, and its core asset is data: financials, segments and company-specific KPIs pulled from filings, which institutions and platforms such as Perplexity, Kalshi and Aiera license through its data feed. The Terminal turns that into dashboards, charts, a screener and an AI research assistant, and the MCP connectors pipe the same data into AI chat tools. Users on Trustpilot call it the best source for KPI data and compare it to a Bloomberg for retail investors, which earns usability a 16. The score comes from FullStack Alpha desk research plus public user sentiment, and the pillar split is provisional.

The Watch-Out

Price-to-value is the weak pillar at 12. Fiscal AI does not publish prices on its pricing page; you see them at signup, and there is no free plan, only a 7-day trial. A long-time user on Trustpilot describes the annual cost rising from about $252 to $340 to $350 in a year. Community verdict sits at 12 because the 4.3 Trustpilot rating rests on only 24 reviews, and a cluster of five-star reviews landed on a single day in February 2026, so weigh that rating lightly.

Who It's For

Hover, tap, or focus a card to see who we'd point at this tool — and who should walk away.

Who this is for

The traders who get the most out of Fiscal AI.

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Who this is for

  • Fundamental investors who track segment and KPI data, not just EPS
  • Anyone graduating from free sites like Yahoo Finance or Google Finance
  • Investors who want filing-sourced numbers inside AI chat tools via MCP
  • Long-term stock pickers building watchlist dashboards

Who this isn't for

Where Fiscal AI is the wrong spend.

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Who this isn't for

  • Day traders and chartists; this is a research terminal, not a trading tool
  • Budget investors who want a free tier to live on
  • Anyone who dislikes trials that ask for a card before you see the price
  • ETF and macro investors who rarely open a 10-K

The Pain It Solves

A real complaint from the trading forums, and what this tool actually does about it.

—
Trustpilot
“The only issue i have is the price increase, its becoming a Greedusaurus.”

Source: Trustpilot

Fiscal AI logo

Fiscal AI

There is no clever workaround here. The same reviewer praises the data and the support, which is the real tradeoff: you are paying near-institutional prices for near-institutional data. Use the 7-day trial on one real research task, such as rebuilding a company's KPI history, and decide on that, not on the dashboard tour.

What Users Say

Sentiment pulled from one independent source, kept separate so you can weigh each one yourself.

Trustpilot logo4.3 from 24 reviews
“The best source for stock market KPI data, period.”
Read the original on Trustpilot →
Trustpilot logo4.3 from 24 reviews
“Amazing data tool. It's like the Bloomberg for retail investors.”
Read the original on Trustpilot →
Trustpilot logo4.3 from 24 reviews
“Fiscal.ai has made fundamental equity research so much easier compared to when I was using free services like Yahoo or Google”
Read the original on Trustpilot →
Trustpilot logo4.3 from 24 reviews
“Researching a company has never been this easy”
Read the original on Trustpilot →
Trustpilot logo4.3 from 24 reviews
“To be honest i really like Fiscal, they do a great job and when i find mistakes they take it seriously and fix it and customer services is top notch.”
Read the original on Trustpilot →

Every quote is real and traceable. How we source them →

Pricing

Our pick

Terminal

Shown at signup

The all-in-one research platform: financials, segments and KPIs, dashboards, charting, screener and the AI assistant. 7-day free trial on signup.

MCP Connectors

Shown at signup

Filing-sourced financial data connected into your AI tools. 7-day free trial on signup.

Data Feed API

Contact sales

The institutional data feed that powers platforms and investors. Sold through the sales team.

Free plan

Not offered

Fiscal AI does not list a free tier. The 7-day trial is the way to test it.

Prices change. Check the vendor’s page before you buy.

Pros and Cons

What works

  • Company-specific KPI and segment data that users call the best available to retail
  • The same data is licensed by institutions and AI platforms, which signals quality
  • AI research assistant, screener, dashboards and charting in one terminal
  • MCP connectors bring the data into AI tools you already use
  • Users report mistakes get fixed when flagged, with responsive support

What doesn’t

  • Prices are not published on the pricing page; you see them at signup
  • No free plan, only a 7-day trial
  • A long-time user reports a steep price increase year over year
  • Thin and bursty Trustpilot base: 24 reviews, many posted on one day

If Fiscal AI Isn't It

Screenshot of the Koyfin homepage
Koyfin logo

Koyfin

Dashboards, macro and ETF screening with published prices and a free plan.

Read the review →
Screenshot of the Stock Rover homepage
Stock Rover logo

Stock Rover

Deep fundamental screening and portfolio research at lower cost.

Read the review →
Screenshot of the StockAnalysis homepage
StockAnalysis logo

StockAnalysis

Clean free financials before you pay for anything.

Read the review →

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From the blog

Fiscal AI vs Koyfin: Which Research Terminal Fits AI Work

Fiscal AI vs Koyfin compared on 2026 pricing, free plans, MCP connectors and data depth. Koyfin scores 85, Fiscal AI 72. See which one fits your research.

72/ 100

Our verdict on Fiscal AI

Fiscal AI scores 72, and signal quality leads at 17.

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