StockInsights AI
AI-powered equity research assistant designed for investors, delivering insights from company filings and earnings transcripts to enhance financial analysis.
About StockInsights AI
StockInsights AI is an intelligent equity research assistant tailored for proactive investors. It enables users to ask questions about company filings and earnings transcripts, providing AI-generated summaries and categorized 8-K filings. By leveraging generative AI, the platform enhances financial analysis, allowing deep exploration of public company disclosures across US and Indian markets. It supports value investors and financial professionals seeking to improve research efficiency and workflow productivity.
How to Use
Sign into the StockInsights AI platform, access the dashboard, and utilize the AI assistant to query company filings and earnings transcripts. Generate summaries, set up alerts, and explore data to streamline your financial research and monitor portfolio companies effectively.
Features
- AI-generated tags for efficient research
- Real-time alerts and notifications
- Advanced search and automatic summarization of financial filings
- Unified view from multiple data sources
- AI-categorized 8-K filings for quick insights
- Customizable alerts based on specific criteria
- Summaries of earnings call transcripts generated by AI
- Tools designed for comprehensive investment analysis
Use Cases
- Efficient due diligence process
- Identifying investment opportunities
- Customized financial research workflows
- Monitoring portfolio companies
- Enhanced financial analysis with AI insights
Best For
Pros
- Offers tailored solutions for advanced research needs
- Provides comprehensive insights from diverse data sources
- Enhances analysis efficiency with AI technology
- Reduces time spent on data collection and analysis
- Supports US and Indian market research
Cons
- Pricing may be a challenge for some users
- AI-generated summaries should be validated for accuracy
- Limited coverage outside US and Indian markets
Pricing Plans
Choose the perfect plan. All plans include 24/7 support.
Free
Access core features with limited usage: 10 AI-generated earnings call summaries per month, 10 AI searches, access to last day's 8-K filings, watchlists, and alerts for up to 5 stocks.
Get StartedPro
Unlock full platform capabilities: unlimited AI summaries for earnings calls, unlimited AI searches, full access to 8-K dashboard, and unlimited watchlist stocks.
Get StartedAdvanced
Tailored solutions for complex needs, including custom screeners, data integrations, team accounts, and dedicated support and consulting services.
Get Started