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Fiscal.ai

Fiscal Technologies

Fiscal.ai (rebranded from FinChat in mid-2025 alongside a Series A round) is the leading AI investment research terminal for retail investors, analysts, and investment teams. Provides 15+ years of verified financials, 10+ years of KPI history, analyst consensus estimates, equity research feeds, and an AI Copilot for natural-language company analysis — all in one clean interface. Since June 2026 it is available as an official app inside ChatGPT (Plus, Pro, Business, Enterprise), letting users pull verified financials into any GPT conversation. Also accessible as an MCP connector for Claude and Codex pipelines. Free plan is genuinely useful: core financials, AI Copilot for basic summaries, 1 dashboard. Pro: $39/mo (annual) — analyst revisions, custom AI summaries, unlimited brokerage connections. Max: higher limits for institutional users. API & MCP plan: separate custom pricing, free trial covers 25 companies and 250 calls/day. Best for: serious retail investors, buy-side analysts, and developers building investment intelligence workflows who want verified, auditable financial data with AI querying.

Official websiteDocumentation
PricingFree + paid
APIAvailable
Open sourceNo

Free: 10yr financials, 2yr KPIs, 1 dashboard, basic AI Copilot (2-week Pro trial on signup). Pro: $39/mo (annual) / $49/mo (monthly). Max: custom. API & MCP: custom (free trial: 25 companies, 250 calls/day). Formerly FinChat — same product, updated pricing tiers.

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Tags

investment research
verified financials
5000 tickers
ai copilot
chatgpt plugin
mcp connector
analyst estimates
kpi history