Is Brief Equity a good Fiscal.ai alternative?

Yes. Brief Equity covers US and international stocks on 60+ exchanges and gives you a place to do the research yourself: one feed for every watchlist, a research library with a notebook for every stock, passages and numbers saved from the source, a knowledge graph, DCF and EV/EBITDA models on your own assumptions, and 13F ownership fund by fund.

What valuation models does Brief Equity have?

A discounted cash flow and an EV/EBITDA model, both driven by your own assumptions, with Bear, Base, and Bull scenarios, sensitivity analysis, a Monte Carlo range, peer comparables, and versions you save and restore.

Does Brief Equity cover international stocks?

Yes. Brief Equity covers US and international stocks on 60+ exchanges: prices, charts, financial statements, dividends, watchlists, notes, and your own valuation models work on every one of them. Filings, insider trades, and 13F ownership come from SEC records.

Fiscal.ai (FinChat) alternative

Want something better than Fiscal.ai? Here it is.

Brief Equity is where you do the research and keep it: a true notebook for every stock, a research library you shape, and a graph that connects it all, beside one feed, your own DCF and EV/EBITDA models, and 13F ownership.

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What you gain

What changes when your research moves from Fiscal.ai to Brief Equity.

A true notebook for every stock

A full editor, not an afterthought: headings, tables, checklists, and callouts, in chapters and pages. Save a passage from an earnings call or a block of financials into it, with a link back to the source.

A research library you shape

Every notebook sits in a library you build like a database: your own columns in 7 types, any market metric beside them, a filter on any column, and a board of cards in lanes.

A graph of your research

Your watchlists, stocks, notes, and the funds you follow, drawn as one connected map that grows as you work. Scope it to one watchlist, or focus a fund to see where its holdings overlap yours.

What you keep

You keep all of this when you move from Fiscal.ai.

US and international stocks on 60+ exchanges
20 years of annual statements and 40 quarters
Earnings-call transcripts, SEC filings, and news from 16 outlets
13F ownership, by stock and by fund, and insider trades
P/E, EV/EBITDA, and other multiples over time
Upcoming earnings dates on a calendar

Bottom line

Brief Equity is where the numbers become your own research: read the call, save the passage, write the thesis, and build the model, all on one plan.

Brief Equity vs Fiscal.ai at a glance

Feature	Brief Equity	Fiscal.ai
What it is	A research workspace: one feed, a research library with a notebook for every stock, your own models, and a knowledge graph	A financial data platform: a terminal, a data API, and connectors for AI assistants
Research feed	One feed across every watchlist: news, press releases, transcripts, SEC filings, insider trades, and analyst ratings	Company news tagged by event type and importance, a daily news summary, transcripts, filings, and fund letters
Earnings calls	A reader that sets each speaker apart and groups the Q&A by question; select a passage to save it into a note	Structured transcripts through its data API and AI connectors
Valuation models	DCF and EV/EBITDA with Bear, Base, and Bull scenarios, sensitivity, and Monte Carlo	A valuation prompt for AI assistants connected to its data API
13F ownership	Who holds a stock, a fund's portfolio X-ray, ownership across your watchlists, and saved funds in one dashboard	Insider and institutional 13F holdings, by company or by holder

Bring your watchlist

Copy the tickers from your Fiscal.ai watchlist and paste them into a new Brief Equity watchlist, up to 50 at a time, separated by commas, spaces or new lines. You check the matches, then add them all at once.

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Frequently asked questions

Is Brief Equity a good Fiscal.ai alternative?: Yes. Brief Equity covers US and international stocks on 60+ exchanges and gives you a place to do the research yourself: one feed for every watchlist, a research library with a notebook for every stock, passages and numbers saved from the source, a knowledge graph, DCF and EV/EBITDA models on your own assumptions, and 13F ownership fund by fund.
Can I use ChatGPT or Claude with Brief Equity?: Yes. A filing, a press release or an earnings transcript in the feed has a menu that opens ChatGPT or Claude on it. A transcript can also be copied as Markdown or downloaded as a file.
What valuation models does Brief Equity have?: A discounted cash flow and an EV/EBITDA model, both driven by your own assumptions, with Bear, Base, and Bull scenarios, sensitivity analysis, a Monte Carlo range, peer comparables, and versions you save and restore.
Does Brief Equity cover international stocks?: Yes. Brief Equity covers US and international stocks on 60+ exchanges: prices, charts, financial statements, dividends, watchlists, notes, and your own valuation models work on every one of them. Filings, insider trades, and 13F ownership come from SEC records.
How much does Brief Equity cost?: Brief Equity is one plan with everything included: a 10-day free trial with no card, then $38/mo billed annually ($48/mo monthly).
Can I move my Fiscal.ai watchlist to Brief Equity?: Yes. Copy the tickers and paste them into a new watchlist, up to 50 at a time, separated by commas, spaces, or new lines. You check the matches, then add them all at once.

Read the full comparison

From a data platform to a research workspace

Brief Equity puts the work itself at the centre: one feed for everything you track, a research library with a notebook for every stock, your own valuation models, and 13F ownership, in one workspace. Fiscal.ai is a financial data platform with a terminal, an API, and connectors for AI assistants. Its API documentation describes standardized and as-reported financials, ratios, and segment and KPI data for public companies in the US, Canada, the UK, and the EU. It also describes estimates, transcripts, filings, news, and fund letters, and insider and 13F ownership data for US-listed companies (as of October 2026).

The difference shows the moment you find something worth keeping. In Brief Equity it goes into a note, beside the model and the ownership picture for the same stock.

The research you keep

Brief Equity's feed carries news, press releases, earnings-call transcripts, SEC filings, insider trades, and analyst ratings for every ticker on your watchlists, with a tab per source. Select a passage in a transcript or press release and it saves into a note as a callout with a back-link to the exact spot. A block of cells from the financials saves as a table, and a chart or a model's valuation card saves as an image.

The notes sit in a research library with your own columns, stages, and tags, and a notebook for every stock. Your columns come in 7 types, any of 182 market metrics can sit beside them, you can filter by any column, and a board lays the stocks out in lanes by a field such as Stage or Conviction. A knowledge graph draws your watchlists, stocks, notes, and the funds you follow as one picture.

A filing, a press release or an earnings transcript in the feed has a menu that opens ChatGPT or Claude on it. A transcript can also be copied as Markdown or downloaded as a file.

Fiscal.ai's API documentation lists company news tagged by event type and importance, a daily summary of each company's news, structured earnings-call transcripts with the call recording, filings, and fund letters parsed into a thesis for each company they discuss. It also lists connectors that bring Fiscal.ai data into AI assistants (as of October 2026).

Valuation models

Brief Equity's models are a discounted cash flow and an EV/EBITDA model, driven by your own assumptions: Bear, Base, and Bull scenarios, sensitivity analysis, a Monte Carlo distribution over the inputs, peer comparables, an exit-multiple value on EV/EBITDA, EV/Sales, or EV/EBIT, and versions you save and restore.

Fiscal.ai's API documentation lists a valuation skill among the prompts it publishes for AI assistants connected to its data: a reverse DCF, a forward DCF, relative multiples, a dividend discount model, or an expected-return (IRR) model (as of October 2026).

13F ownership

Quarterly 13F filings show who holds a stock and what each fund did last quarter. Open a fund for its portfolio, turnover, 1-year relative performance, and concentration, save the funds you follow into one dashboard, and see ownership filtered to the tickers on your watchlists.

Fiscal.ai's API documentation lists insider transactions and holdings from Form 4 filings and institutional holdings from 13F filings, by company or by holder, for US-listed companies (as of October 2026).

Data and coverage

Brief Equity covers US and international stocks on 60+ exchanges. Every stock page has four tabs: Overview, Charts, Financials, and Dividends. Financials hold the income statement, balance sheet, and cash flow, with 20 years of annual statements, 40 quarters, and a trailing-twelve-month column. Charts carry price with volume, moving averages, and Bollinger bands, plus panes for P/E, EV/EBITDA, and other multiples.

Every watchlist feeds an events calendar: earnings dates for the tickers you track, plus major US economic events. Filings, insider trades, and 13F ownership come from SEC records.

Plans and pricing

Brief Equity is one plan with everything included: a 10-day free trial with no card, then $38/mo billed annually ($48/mo monthly).

By The Brief Equity Team · Published July 19, 2026 · Updated October 13, 2026

In the product

How Brief Equity does it

Every part of the Brief Equity workspace, each on its own page.

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