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Fiscal.ai provides an AI-powered investment research platform that combines global financial data, company fundamentals and market intelligence to help investors evaluate investment opportunities. Its integrated analytics, AI-generated research and source-linked financial information enable investment professionals to streamline company analysis, compare valuations and monitor portfolio performance.

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Core product

Fiscal.ai Terminal is an investment research platform offering company financials, valuation models, analyst estimates, industry comparisons, portfolio dashboards and AI-powered research assistance. Its financial data APIs and MCP connectors enable investment teams to incorporate structured market data into external applications and AI research workflows.

Use cases

Investors use Fiscal.ai to screen publicly traded companies, analyze financial statements, compare industry peers, build valuation models and monitor investment portfolios. Its AI research capabilities automate company summaries, financial analysis and information retrieval, while API integrations support custom investment research applications.

Functional categories (vendor-stated)

Investment ResearchFinancial Statement AnalysisEquity ResearchCompany ScreeningValuation ModellingFinancial Data AnalyticsMarket IntelligencePortfolio AnalyticsPeer BenchmarkingFinancial ForecastingInvestment Research Automation

Integrations

REST APIMCP ServerChatGPTClaudeGemini EnterpriseMicrosoft 365 Copilot

Workflow stages

Investment ScreeningCompany ResearchFinancial AnalysisValuationPeer ComparisonInvestment Decision SupportPortfolio MonitoringOngoing Research