Latest Fiscal AI deals (Halloween Sale) - Tested for October 2026

Company fact sheet

Fiscal is the AI powered research terminal for the stock investors. It was launched in 2023 as FinChat by Braden Dennis (CEO), Ryan White (CTO), Kevin Bojan (CPO) and Adrian Iwanicki (COO). The terminal provides the financials ideas, charts and AI answers with the link to the original source documents. The idea was to use to generative AI to give you the complete fundamental research, so that you can save time as well. Fiscal gives you the financial statements, company KPIs, analyst estimates, filings and earnings call within a single dashboard.

Key reasons to choose Fiscal AI

• Trusted by more than 350K clients and received the Trustpilot score of 4.3 from 24 reviews.
• Coverage of over 100K stocks, ETFs and funds.
• Comes with DCF and comparables templates, dashboards and a stock screener.
• An AI Copilot to answers any questions about a company.
• Backed by investors such as Portage, Social Leverage and ETF issuer VanEck.

Plans and pricing

There are three options to choose from Fiscal AI. It includes terminals, MCP and APIs. When you choose terminal, then the system ask about yourself; individual or professional. If you choose Individual, then you can pay below prices.

1. Pro ($49/month): It includes 15 years of financials, 10 years of segment and KPI history, and 10 dashboards. Plus, get an access to custom AI summaries, analyst estimate revisions and unlimited brokerage connections.
2. Max ($99/month): Enjoy over 20 years of financials, full KPI history, unlimited dashboards, full data export, click-through auditing back to filings, and team billing.
3. API and MCP: It has a custom pricing. They are the best data feeds for the developers and firms. All the self-serve API/MCP plans are annual-only and non-refundable.

Every paid plans come with 7 days trial. You need a valid card to start the tier. The prices are updated at every few months, so make sure to check from your end first.

PS: You can start with the freemium too. It gives you 10 years of annual financials, 10 prompts, limited KPI data, and 1 dashboard. Once you are satisfied, then upgrade to the paid memberships.

Smart comparison table

Questions investors ask before paying

How often does Fiscal.ai run their sales?

Rarely! The last public sitewide valid promotion was available on last month: September. There are some deal aggregators carrying sales, but those are old and invalid. Please refer Fiscal.ai for more details.

Can I get my money back if I change my mind?

Absolutely! Fiscal AI provides 30 days money back guarantee. It is valid for your first payment. The EU, EEA and UK consumers also get a 14-day cancellation right with a prorated refund.

What happens to my ‘BHAVIN’ code after the first 11 months?

The promo is valid for the payments made in your first 11 months only. If you choose Pro plan, then the payable amount would be $41.65 a month. Valid for a first time user only.