★ THE COMMUNITY-RANKED FREE INVESTING TOOL LEADERBOARD ★
VOL. XCIV, NO. 247
Live community ranking · Top 16 free tools
Best Free AI Investing Apps & Research Copilots
Community-ranked free AI investing apps and AI stock research copilots ordered by net upvotes with starred picks breaking close calls.
This curated list focuses on free AI investing apps with durable free tiers-no trials or bait-and-switch. Find AI research chat, earnings or filing summaries, stock picker signals, and portfolio assistant features you can actually use before paying.
Community-ranked · Free tiers only · Not financial advice
Top 10 picks
10 picks- 1Top pick
Fiscal.ai is an AI-assisted public-company research terminal and financial data API platform for investors, analysts, developers, and AI-agent builders. It combines global fundamentals, segments and KPIs, transcripts, filings, estimates, dashboards, screeners, valuation workflows, AI Copilot, REST APIs, webhooks, and MCP access.
Best forAI research workspace · Fundamental research · Financial data API · AI agent data access · Valuation modelingWatch-outsMeaningful limits on free accessMarket prices are not fully real-time0List votesFree with signupPricing Free • From $39/moPlatforms - 2
Perplexity Finance is an AI-assisted finance research experience that combines cited answers with stock, ETF, fund, crypto, options, news, charts, screeners, earnings documents, ownership data, government trading views, and a developer finance_search tool. It is strongest for quick cited research and agentic finance data access, but AI answers still need verification and consumer plans are separate from Agent API billing.
Best forAI research workspace · AI agent data access · Stock research · Financial data API · Investment newsWatch-outsAI answer quality still needs reviewPlan and API billing differ0List votesFree, no signupPricing Free • From $20/moPlatforms - 3
Quartr is a qualitative public-market research platform for earnings calls, real-time transcripts, filings, reports, slide decks, analyst estimates, AI chat, and investor-relations data. The mobile app is useful for free earnings-call and transcript access, while Quartr Pro and Quartr API serve professional research, MCP, webhook, and data-integration workflows.
Best forEarnings transcript research · AI research workspace · Financial data API · Investment research workspace · Research reportsWatch-outsPro and API are contact-sales productsQualitative research focus0List votesFree with signupPricing Free • Contact for pricingPlatforms - 4
Roic AI is a financial data, stock research, and API platform for investors and developers who want company financials, transcripts, news, screeners, exports, spreadsheet endpoints, AI research assistance, and MCP or ChatGPT workflows. It is strongest for fundamentals and agent-ready data access, with worldwide coverage on every plan, but plan differences matter for rate limits, history depth, transcript depth, and commercial API use.
Best forFinancial data API · Fundamental research · AI research workspace · AI agent data access · Earnings transcript researchWatch-outsFree tier has rate and history limitsCommercial API use requires Enterprise0List votesFree with signupPricing Free • From $29/moPlatforms - 5
Seeking Alpha is a stock research and investment news platform for investors who want market news, contributor analysis, Quant Ratings, analyst ratings, portfolio alerts, screeners, and earnings transcript research in one place. It is strongest for idea generation and ongoing monitoring, with Premium or PRO needed for deeper research, AI summaries, full transcripts, factor grades, and advanced portfolio tools.
Best forStock research · Investment news · Quant ratings · Portfolio alerts · Earnings transcript researchWatch-outsFree access is limitedBest research features require Premium or PRO0List votesFree with signupPricing Free • From $299/yrPlatforms - 6
TipRanks is an investment research platform built around analyst ratings, price targets, expert rankings, Smart Score, AI stock analysis, news sentiment, insider signals, hedge-fund activity, and portfolio tools. It is strongest for investors who want to compare market opinions and stock forecasts quickly, with Premium and Ultimate unlocking more of the expert, portfolio, export, and AI workflow.
Best forAnalyst ratings · Quant ratings · Stock research · Portfolio analytics · Financial data APIWatch-outsBest tools are paidFree API and MCP quotas are small0List votesFree with signupPricing Free • From $29.95/moPlatforms - 7
Danelfin is an AI stock and ETF scoring platform built around a 1-10 AI Score that estimates the probability of outperforming the market over the next three months. It serves as a ranking, screening, portfolio-alert, and API layer for idea generation, not as a standalone investment process.
Best forQuant ratings · AI research workspace · Stock screening · ETF screening · Portfolio alertsWatch-outsScores are end-of-dayAI score is not a complete investment process0List votesFree with signupPricing Free • From €264/yrPlatforms - 8
EPSMomentum is a U.S. stock and ETF analytics platform for earnings momentum, estimate revisions, PEAD drift, timing signals, scanners, AI analysis, and market dashboards. It is useful when earnings acceleration and entry-timing discipline are central to your research process.
Best forStock screening · Quant ratings · Technical analysis · AI research workspace · AlertsWatch-outsUS stocks and ETFs focusProprietary signals require trust0List votesFree with signupPricing Free • From $9.99/moPlatforms - 9
EveryTicker is a free U.S. stock research platform focused on undercovered public companies, including microcaps, nanocaps, and OTC names. It supports fundamental reports, AI and traditional screening, watchlists, 13F ownership context, and investment-theme discovery before doing deeper diligence.
Best forStock research · Stock screening · Fundamental research · Visual stock research · Investor holdings researchWatch-outsU.S. stock focusNo public paid/API workflow0List votesFree with signupPricing FreePlatforms - 10
FinancialReports is a public-company filings database, filings API, and hosted MCP server for analysts, AI-agent builders, and data teams that need fast document ingestion, Markdown extraction, watchlist alerts, webhooks, and filing Q&A across global markets. It is strongest when the workflow starts with filings rather than price charts: company documents, insider trades, IPO references, filing feeds, and programmatic document access are the center of the product. The web index is free to browse, while serious API, MCP, webhook, redistribution, and production workflows are contact-sales.
Best forFinancial data API · AI agent data access · Market monitoring · Research reports · Fundamental researchWatch-outsAPI is contact-salesFilings product, not full terminal0List votesFree, no signupPricing Free • Contact for pricingPlatforms
- 11
Invesst is an AI-first investing workspace for RIAs, portfolio managers, analysts, and serious self-directed investors who want natural-language research, stock and ETF screeners, automated valuation models, watchlists, real-time market data, and read-only portfolio insights through brokerage connections. It fits users comparing AI investing apps, AI stock screeners, portfolio analysis, and AI-assisted valuation tools. Treat its AI output as a research starting point that needs verification, and treat brokerage integrations as read-only portfolio context rather than trade execution.
Best forAI research workspace · Stock screening · Valuation modeling · Portfolio analytics · Fundamental researchWatch-outsSecurity certifications are in progressBrokerage integration is read-only0List votesFree with signupPricing Free • Paid plans availablePlatforms - 12
Monexa is a low-cost AI stock analysis workspace for investors who want screening, company dashboards, financial statements, DCF models, news, calendars, transcripts, SEC filings, analyst estimates, insider transactions, 13F Whale Tracker views, and congressional trading in one web app. Free access is useful but gated; Pro adds longer history, fuller transcripts, AI tools, saved models, exports, and deeper ownership views. Market data may be delayed, and AI output should be checked against filings, transcripts, and assumptions.
Best forAI research workspace · Stock screening · Valuation modeling · Fundamental research · Investor holdings researchWatch-outsMarket data may be delayedFree plan is meaningfully gated0List votesFree with signupPricing Free • From $9.90/moPlatforms - 13
Prospero.ai is a free mobile-first AI signal app for U.S. stocks and ETFs, with proprietary short-term and long-term signals, daily screens, stock picks, watchlists, notifications, and education. It is useful for beginner-friendly signal discovery, but it is not full fundamental research, broker sync, a web terminal, public API, or proof that a signal will work.
Best forAI research workspace · Stock research · Stock screening · Market monitoring · AlertsWatch-outsSignals are not full researchMobile-first scope0List votesFree with signupPricing FreePlatforms - 14
SentiSense is a beta AI market-intelligence and data API platform for investors and developers who want stock data, sentiment, news clustering, social signals, institutional flows, insider trades, congressional trading disclosures, and AI-generated insights in one workflow. It serves as a signal layer for research, not as a broker or adviser.
Best forAI research workspace · Market monitoring · Financial data API · Stock research · Insider and institutional trackingWatch-outsBeta product with plan limitsCoverage claims need caution0List votesFree with signupPricing Free • From $15/moPlatforms - 15
Tickeron is an AI-driven trading and investing platform for screeners, AI stock signals, pattern detection, paper trading, AI Robots, and short-horizon trade ideas across stocks, ETFs, mutual funds, crypto, and forex. It is useful for active idea generation and testing, but its signals and robots are not guaranteed returns, brokerage availability varies, and pricing should be checked at checkout.
Best forAI research workspace · Strategy backtesting · Technical analysis · Paper trading · AlertsWatch-outsComplex pricing surfaceTrading signals need risk controls0List votesFree, card requiredPricing Free • From $5/moPlatforms - 16
Winus is an AI-assisted financial research workspace for stock, market, macro, and cross-asset analysis. It is best evaluated as a source-traceable research assistant for finance professionals, not as a broker, standalone data terminal, public API, or replacement for verifying investment work.
Best forAI research workspace · AI agent data access · Stock research · Fundamental research · Research reportsWatch-outsAI output is not adviceCredits constrain usage0List votesFree with signupPricing Free • From $29/moPlatforms
Need deeper AI research?
Explore the full list of 19 AI investing apps, including premium AI stock research copilots with richer data, summaries, stock picker signals, and portfolio assistant workflows.
See all AI investing appsBest Free AI Investing Apps & 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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About Me
Hey! Thanks for stopping by. I'm an independent investor with a soft spot for coding and the stock market - especially value investing (as you can probably tell from the tools I've collected here, haha). Hopefully you'll find something useful or interesting along the way.
Find me here:
- Twitter / X: @Jera_Value
- Website: Jera Value
Got questions or suggestions? I'm all ears!
Missing a Tool?
Discovered a gem I don't have here yet? Drop the link below and I'll check it out ASAP. Tagging me on X works too! Can't wait to see what you've found!
Starred Tools
These are my top picks. Tools I've tested thoroughly and found to be excellent. They do their job really well, and I use them a lot. If you're not already familiar with them, I highly recommend checking them out.
Tested Tools
These are tools I've tried and found to be solid, but not standout. Think of them as passing an initial quality screen: worth exploring, though not all will be exceptional.
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.