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Fiscal.ai

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The Modern Financial Data Terminal

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

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