Overview
Fiscal.ai is a modern financial data terminal and API that delivers clean, auditable global fundamentals with AI-powered insights, dashboards, and notifications—trusted by leading investors worldwide.
Key Features:
- Accurate global coverage of equities, ETFs, and funds
- As-reported and standardized financials with click-through auditability
- AI summaries layered on top of fundamental data
- Company-specific KPIs and business segment data
- Customizable dashboards, watchlists, and personalized notifications
- Advanced data visualization for quick comparisons
- Earnings calendar, consensus estimates, and analyst recommendations
- Ownership data, insider transactions, and 13F filings
- Aggregated investor relations content (calls, transcripts, press releases, decks)
- Low-latency updates—data available within minutes of filings
- Robust Data APIs for seamless integration into workflows
Use Cases:
- Fundamental equity research and financial modeling
- Screening and generating new investment ideas
- Earnings preparation with KPIs, estimates, and IR content in one place
- Portfolio monitoring with alerts and dashboards
- Peer and competitive analysis using KPIs and consensus data
- Automating data pipelines with institutional-quality APIs
- Supporting LP and IC reporting with exportable visuals and summaries
Benefits:
- Faster decision-making with streamlined research workflows
- Higher confidence from trusted, auditable, institutional-quality data
- Time savings from automated KPI and filing aggregation
- Never miss important updates with customizable alerts
- One platform that unifies data, documents, and dashboards
- Scales seamlessly from individual investors to institutional teams
- Backed and trusted by leading investors and global firms