VOL. XCIV, NO. 247
FIND MY MOAT EDITOR PICKS
Editor order · Top 21 tools
Best AI Investing Apps & Stock Research Copilots
Our editor-ranked AI investing apps and research copilots. Global vote totals are shown separately.
These picks cover AI-first investing apps for research and portfolio decisions. They include natural-language chat, earnings and filing summaries, stock signals, watchlist context, and portfolio assistant workflows across web and mobile. Compare source quality, data coverage, and pricing before opening the detailed reviews.
Editor-ranked · Global vote totals · Not financial advice
Choose an AI app for your research
Find company facts
Perplexity Finance
Ask questions about a company and follow the sources behind each answer. A starting point for finding filings and checking facts.
Compare AI stock scores
Danelfin
Compare stocks using a 1-to-10 AI Score and see the factors behind it. Scores cover a three-month outlook, not a guaranteed return. Some details require a paid plan.
Screen stocks on your phone
Prospero.ai
Screen stocks and check signals in a mobile app that Prospero advertises as free. We haven't tested the app itself.
Research earnings and news
Investing.com
Use WarrenAI to ask about earnings, company financials and market news without leaving Investing.com. Access limits depend on your plan. Check its answers against the sources.
Top 10 Tools
- 1Top pick
Fiscal.ai combines a company-research terminal with REST, webhook, and MCP access. It covers financials, segments, KPIs, estimates, transcripts, filings, screens, valuation, ownership, fund letters, and AI-assisted research.
Best forAI research workspaceFundamental researchFinancial data APIAI agent data accessValuation modelingWatch-outsFree access is limitedMarket prices are not fully real-time - 2
Perplexity Finance combines cited AI answers with stocks, ETFs, funds, crypto, options, news, charts, screens, earnings documents, ownership, government-trading views, and a finance_search tool. Answers still need verification, and consumer plans are billed separately from the API.
Best forAI research workspaceAI agent data accessStock researchFinancial data APIInvestment newsWatch-outsAI answer quality still needs reviewPlan and API billing differ - 3
AlphaSense is a research system for institutional investors, strategy teams, consultants, investor-relations teams, and corporate researchers. It searches broker research, expert transcripts, filings, news, financial data, and private documents. Annual pricing is handled by sales.
Best forAI research workspaceInvestment research workspaceEarnings transcript researchResearch reportsFinancial data APIWatch-outsSales-led enterprise pricingOverpowered for casual retail research - 4
Investing.com combines quotes, charts, news, calendars, watchlists, alerts, portfolios, screens, and mobile monitoring. InvestingPro adds paid AI tools, stock ideas, valuation estimates, Health Scores, ProTips, and more fundamental data.
Best forMarket monitoringInvestment newsStock screeningChartingPortfolio trackingWatch-outsNot a broker or API productData latency varies - 5
Tegus is now part of AlphaSense. Its expert interviews, custom calls, financial models, filings, benchmarks, Excel tools, and AI research tools are built for professional diligence. AlphaSense does not publish Tegus prices.
Best forInvestment research workspaceAI research workspaceEarnings transcript researchResearch reportsFundamental researchWatch-outsEnterprise AlphaSense pricingExpert research is expensive and specialized - 6
OpenBB combines an open-source data layer with a hosted Workspace for dashboards, AI research, agents, and teams. It connects your providers, internal data, widgets, and MCP tools rather than supplying production market data itself. Community, Lite, and Pro cover different collaboration and enterprise needs.
Best forAI research workspaceInvestment research workspaceFinancial data APIAI agent data accessChartingWatch-outsDoes not provide production market dataCommunity Copilot is rate-limited - 7
Quartr provides earnings calls, live transcripts, filings, reports, decks, estimates, AI chat, and investor-relations data. The app is useful for free call and transcript access; Pro and API serve professional research, MCP, webhooks, and integrations.
Best forEarnings transcript researchAI research workspaceFinancial data APIInvestment research workspaceResearch reportsWatch-outsPro and API are contact-sales productsQualitative research focus - 8
AlphaResearch puts filings, transcripts, press releases, estimates, news, insider trades, ownership, and fund holdings in one searchable workspace. It is aimed at document-heavy research. Global coverage and spreadsheet add-ins require Enterprise, and the premium trial asks for a card.
Best forAI research workspaceEarnings transcript researchFundamental researchStock screeningInsider and institutional trackingWatch-outsGlobal coverage is EnterpriseSelf-serve terms exclude professional use - 9
StockInsights.ai summarizes filings and earnings calls, categorizes disclosures, monitors watchlists, and exposes company data through APIs and MCP. It covers U.S. and Indian markets. Commercial use, redistribution, webhooks, and custom workflows require Business or Solutions terms.
Best forAI research workspaceEarnings transcript researchStock researchAlertsFinancial data APIWatch-outsAPI commercial terms varyNot a fundamental terminal replacement - 10
Invesst is an AI research workspace for RIAs, portfolio managers, analysts, and self-directed investors. It combines natural-language questions, stock and ETF screens, valuation models, watchlists, real-time data, and read-only brokerage analysis. AI output needs checking, and brokerage links provide context rather than trade execution.
Best forAI research workspaceStock screeningValuation modelingPortfolio analyticsFundamental researchWatch-outsSecurity certifications are in progressBrokerage integration is read-only
- 11
Roic AI provides company financials, ratios, valuations, transcripts, news, stock screens, spreadsheet add-ins, a REST API, and an MCP server. Plans differ by request rate, history, price-data latency, and commercial-use rights.
Best forFinancial data APIFundamental researchAI research workspaceAI agent data accessEarnings transcript researchWatch-outsFree tier has rate and history limitsCommercial API use requires Enterprise - 12
Danelfin scores stocks and ETFs from 1 to 10 based on its estimate of three-month market outperformance. Use the score, rankings, screens, alerts, and API for idea generation. It is a signal layer, not a complete investment process.
Best forQuant ratingsAI research workspaceStock screeningETF screeningPortfolio alertsWatch-outsScores are end-of-dayAI score is not a complete investment process - 13
TipRanks combines analyst ratings, targets, expert rankings, Smart Score, AI analysis, news sentiment, insider signals, hedge-fund activity, and portfolios. It is useful for comparing market views quickly, with Premium and Ultimate adding deeper expert, portfolio, export, and AI tools.
Best forAnalyst ratingsQuant ratingsStock researchPortfolio analyticsFinancial data APIWatch-outsBest tools are paidFree API and MCP quotas are small - 14
Seeking Alpha combines market news, contributor research, Quant Ratings, analyst ratings, portfolio alerts, screens, and earnings transcripts. It is useful for idea generation and monitoring. Premium and PRO add deeper research, AI summaries, full transcripts, factor grades, and portfolio tools.
Best forStock researchInvestment newsQuant ratingsPortfolio alertsEarnings transcript researchWatch-outsFree access is limitedBest research features require Premium or PRO - 15
Value Sense combines stock fundamentals, valuation models, screens, historical tests, earnings analysis, insider transactions, and 13F holdings. Plan limits determine history, downloads, AI usage, and saved workspaces.
Best forStock researchStock screeningFundamental researchValuation modelingEarnings transcript researchWatch-outsModel outputs need independent reviewPlan limits shape heavy usage - 16
TrendSpider is a paid analysis and automation workspace for multi-timeframe technical scans, strategies, alerts, bots, AI, and alternative data across stocks, ETFs, options, futures, forex, and crypto. It is not a broker; live routing needs SignalStack and a supported broker. Plan, data, Sidekick, and backtest limits matter.
Best forChartingTechnical analysisTechnical screeningStrategy backtestingAlertsWatch-outsHigh subscription cost and strict plan limitsMarket data and AI can cost extra - 17
SentiSense is a beta AI market-intelligence and data API service for stock data, sentiment, news clusters, social signals, institutional flows, insider trades, congressional disclosures, and generated analysis. It supplies research signals, not brokerage or advice.
Best forAI research workspaceMarket monitoringFinancial data APIStock researchInsider and institutional trackingWatch-outsBeta product with plan limitsCoverage claims need caution - 18
Prospero.ai is a mobile signal app for US stocks and ETFs. It provides ten relative scores, daily screens and picks, watchlists, alerts, and educational pages. It does not provide trade execution or a public API.
Best forAI research workspaceStock researchStock screeningMarket monitoringAlertsWatch-outsSignals are not full researchMobile-first scope - 19
Tickeron uses AI for screens, stock signals, pattern detection, paper trading, robots, and short-horizon ideas across stocks, ETFs, funds, crypto, and forex. It is for active idea generation, not guaranteed returns or a substitute for a broker.
Best forAI research workspaceStrategy backtestingTechnical analysisPaper tradingAlertsWatch-outsComplex pricing surfaceTrading signals need risk controls - 20
Winus is an AI finance workspace for chat, deep research, agent tasks, market monitoring, reporting, and company or fundamental research. It is useful for finance-specific AI workflows, but outputs still need source checks and independent judgment.
Best forAI research workspaceAI agent data accessStock researchFundamental researchResearch reportsWatch-outsAI output is not adviceCredits constrain usage - 21
BankAnalysis is an early-access research app for U.S. bank stocks. It combines standardized bank financials, bank-specific ratios, filings, earnings calls, screens, peer comparisons, charts, branch maps, and a cited AI analyst called Jamie. The waitlist is open and public pricing is not posted.
Best forStock screeningFundamental researchEarnings transcript researchAI research workspaceAI agent data accessWatch-outsWaitlisted early accessBank-focused universe
Prefer free AI investing apps?
See the 17 AI investing apps with durable free tiers for research chat, summaries, signals, or portfolio assistant workflows.
Explore free AI investing appsBest AI Investing Apps & Stock Research Copilots FAQ
How are AI investing apps different from generic AI chatbots?
AI investing apps are built around market, company, filing, earnings, portfolio, or watchlist data. Generic AI chatbots are not included unless they offer a dedicated investing or finance workflow.
Are AI stock pickers included on this page?
AI stock pickers can be included, but this page is broader. It also covers AI research copilots, summaries, signal tools, and portfolio assistant workflows.
Are AI trading bots included here?
Execution-first bots and broker automation tools fit better on the stock trading software list. This page focuses on AI tools for investment research and decision support.
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Curation & Accuracy
This directory blends AI‑assisted discovery with human curation. Entries are reviewed, edited, and organized with the goal of expanding coverage and sharpening quality over time. Your feedback helps steer improvements (because no single human can capture everything all at once).
Details change. Pricing, features, and availability may be incomplete or out of date. Treat listings as a starting point and verify on the provider’s site before making decisions. If you spot an error or a gap, send a quick note and I’ll adjust.