StockInsights AI
AI equity research assistant for SEC filings, earnings-call transcripts, and 10-K/10-Q documents with natural-language search and AI summaries.
- Freemium
- Web, API
- AI Tools for InvestingAI Tools for Stock Market
- Free plan available
- No credit card
What is StockInsights AI?
StockInsights AI is an AI-powered equity research assistant for investors and analysts researching public companies. It lets users ask natural-language questions about company SEC filings and earnings-call transcripts, and generates AI summaries of earnings calls, AI-categorized 8-K filings, and comparable-company research reports. It also provides watchlists with alerts for portfolio monitoring and an embeddable AI agent/API for developers. Coverage spans US and India equity markets, with separate pricing for each.
Key features
AI-generated earnings-call transcript summaries
Natural-language Q&A and targeted search across 10-K/10-Q filings and transcripts
AI-categorized 8-K filings and a latest SEC filings dashboard
Watchlists with alerts for portfolio monitoring
Automated research reports with charts, tables, and narrative from templates
Embeddable AI agent and developer API
Pros & cons
Advantages
- Free tier lets users try core features without payment
- Grounded in primary sources (SEC filings and transcripts) rather than opinion
- Covers both US and India equity markets
- Offers an API and embeddable agent for developers
Limitations
- Free plan is limited (10 summaries, 10 searches, 5-stock watchlist)
- Primarily web-based; no native mobile apps advertised
- Focused on public-company fundamentals, not trading execution or brokerage
- API Business plan pricing is not published and requires contacting the vendor
Use cases
Fundamental equity research on public companies
Speed-reading earnings calls and SEC filings
Monitoring a portfolio or watchlist with alerts
Generating comparable-company research reports
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- Free plan available
- No credit card