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