What is Fiscal AI?
Fiscal AI is a financial research platform built for public market investors who need institutional-quality data on equities, ETFs, and funds worldwide. It pulls together every layer of fundamental research a serious investor needs. Financials go deep, covering both as-reported and standardized statements across annual and quarterly periods. Company-specific KPIs and business segments give analysts visibility into the metrics that actually move individual stocks. Analyst estimates, price targets, and ratings sit alongside ownership data and insider transactions. Earnings call audio, transcripts, slide decks, press releases, and filings are all accessible without leaving the platform. Individual analysts, asset managers, and enterprise investment teams use it as their primary investment research platform. A data API and MCP connector let institutions and fintech builders plug clean fundamentals directly into their own tools.
Features & Benefits
- Global Financial Data: Access fundamental data on 100,000+ global stocks, ETFs, and funds. Fiscal AI covers annual and quarterly periods across major global markets.
- KPI Data: View company-specific business segments and KPIs for 2,500+ global markets. Go beyond standardized financials to track the metrics that drive individual businesses.
- AI Summaries: Generate AI-powered research summaries directly on top of Fiscal AI’s financial datasets.
- Analyst Estimates: Access consensus forward estimates, price targets, ratings, and revisions on key financial figures.
- Stock Screener: Screen for investment ideas across global markets using financial and KPI criteria.
- Data Visualization: Chart and compare financial data across companies using built-in visualization tools.
- Dashboards: Build customizable dashboards to track portfolios and watchlists. Set personalized notifications for key updates.
- Investor Relations Content: Access earnings call audio, transcripts, slide decks, press releases, investor day materials, and filings.
- Ownership Data: View insider transactions and holdings for prominent investors and institutional holders.
- 13F Data: Track the latest portfolio moves from major institutional investors.
- Hedge Fund Letters: Browse an aggregated feed of letters from well-known investors and hedge funds.
- Earnings Calendar: Track upcoming earnings releases across covered markets.
- DCF Modeling: Build discounted cash flow models within the platform.
- Industry Comparison: Compare company financials and metrics against industry peers.
- As-Reported and Standardized Financials: View both as-reported and standardized financial statements side by side.
- Click-Through Auditability: Trace any data point back to its source filing. Supported for US, CA, UK, EU, and ADR markets.
- No-Latency Data: Receive financial data within minutes of a filing going live in major markets.
- Data API and MCP: Access the full Fiscal AI financial database via API or MCP connector. Covers financials, ratios, segments, KPIs, filings, ownership, news, and stock prices.
- Export and Download: Export financial data for offline use. Available for US, CA, UK, EU, and ADR markets.
- Connected Brokerages: Link brokerage accounts directly to Fiscal AI.
- Custom Metrics: Define and track custom financial metrics within dashboards.
- Common Size Financials: View financials normalized as a percentage of revenue or total assets.
- Equity Research: Access third-party equity research from Morningstar and AI-generated reports.
What can Fiscal AI do?
- Research global stock fundamentals
- Screen stocks by financial metrics
- Track company KPIs over time
- Compare company financials across industries
- Monitor insider buying and selling activity
- Track institutional investor portfolio changes
- Access earnings call transcripts and slides
- Build a DCF model for a public company
- Set up a custom investment watchlist
- Get analyst price targets and ratings
- Audit financial data back to source filings
- Track upcoming earnings dates
- Read hedge fund investor letters
Real-World Applications
Independent analysts doing deep stock research can pull financials, KPI trends, ownership changes, and earnings transcripts from one investment research platform without switching between sources. The click-through audit trail lets them verify every number against the original filing.
Asset managers covering a large universe of global equities get a financial research platform that screens across 100,000+ instruments, tracks dashboard notifications, and delivers standardized financials across markets. No-latency data means new filings are available within minutes of release.
Fintech teams and platform builders that need clean fundamentals at scale can connect via API or MCP. The feed covers financials, ratios, KPIs, ownership, filings, and pricing data, with each data point linked to its source document. It functions as a market research platform for firms building investment tools on top of reliable institutional-grade data.
Portfolio managers tracking active positions can build watchlists with customizable tables and alerts. The earnings calendar and 13F data keep them current on scheduled events and the latest institutional moves, making Fiscal AI a practical stock research platform for ongoing portfolio monitoring.
