StockInsights AI

AI-powered equity research assistant designed for investors, delivering insights from company filings and earnings transcripts to enhance financial analysis.

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AI Investing AI API AI Research Tool AI Assistant AI For Finance

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

Equity analystsPortfolio managersInvestment researchersFinancial analystsValue investors

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 for your needs. All plans include 24/7 support and regular updates.

Free

$0 /year

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 Started

Pro

$200 /year

Unlock full platform capabilities: unlimited AI summaries for earnings calls, unlimited AI searches, full access to 8-K dashboard, and unlimited watchlist stocks.

Get Started

Advanced

Custom

Tailored solutions for complex needs, including custom screeners, data integrations, team accounts, and dedicated support and consulting services.

Get Started

Frequently Asked Questions

Find answers to common questions about StockInsights AI

Who benefits most from using StockInsights?

Value investors, equity analysts, financial professionals, and portfolio managers can maximize their research efficiency with StockInsights.

What types of data sources does the platform utilize?

It aggregates data from public company filings such as 10-K and 8-K reports, earnings transcripts, and other financial datasets.

Does StockInsights support API integrations?

Yes, APIs are available for seamless integration into existing workflows. Documentation is provided on the platform website.

Why are there different pricing tiers for US and India markets?

Pricing varies due to factors like regional data costs, market conditions, and strategic regional pricing policies.

Can I customize alerts and search parameters?

Yes, the platform allows users to set customized alerts and refine search criteria for tailored financial research.