VOL. XCIV, NO. 247

★ FINANCIAL TOOLS & SERVICES DIRECTORY ★

PRICE: 5 CENTS

Thursday, September 25, 2025

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Top AI Chat Tools for Investing

Community-ranked ai chat software ordered by net upvotes with starred picks breaking close calls.

Every entry here is part of our living directory of ai chat software for investors, traders, and analysts. We surface tools that earn consistent upvotes from the community, highlight trusted platforms we’ve personally vetted, and track popularity shifts so research, screening, and execution workflows stay current. Use this page to compare pricing tiers, platforms, and capabilities side by side, then dive into individual reviews for deeper due diligence.

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Use this shortlist to zero in on the ai chat standouts, then pop over to the Find My Moat home page for curated collections, AI-guided discovery, and deep comparison filters across more than 205 investing tools. It’s the quickest way to shape a modern research, screening, and execution stack without getting lost in tabs.

See all 10 ai chat tools Discover the full investing catalog

Ranked tools

1
Quartr
Quartr brings together earnings calls, transcripts, filings, reports, and slides into one platform. The free mobile app is consumer-friendly, while Quartr Pro (desktop) and the API are enterprise products sold on a custom basis. The API is generous—paying customers get effectively unlimited calls, demo accounts are capped, and a 50 rps global rate limit goes into effect in December 2025. Live audio and transcripts are delivered in real time, making it a go-to tool for analysts who don’t want to wait.
Pricing: Free, SubscriptionPlatforms: Web, Mobile, API
Categories: Transcripts • Improved Filings • AI • AI Chat • Calendar • Alerts • Data APIs • APIs & SDKs • Webhooks • Watchlist
2
OpenBB
Open-source data and analytics platform with a REST API, Python SDK, and an enterprise workspace for custom dashboards and apps. The free Community plan includes unlimited dashboards and 20 AI Copilot queries per day. Pro adds collaboration features, Excel integration, secure deployment (VPC/on-prem), and export options. Infrastructure is SOC 2 Type II certified, with SSO support and a public status page.
Pricing: Free, SubscriptionPlatforms: Web, API
Categories: APIs & SDKs • Sheets / Excel Add-ins • Custom Dashboards • Data APIs • News • IPO • Dividends • Splits • Interest Rates • GDP • Inflation Rates • Unemployment Rates • Commitment of Traders (COT) • Dark Pool & Off-Exchange • Data Visualizations • Options & Derivatives • Quant • Financials • Transcripts • ETF Overview • ETF Performance • ETF Holdings • Analyst Forecasts • Analyst Price Targets • Regulatory Filings Monitoring • AI • AI Chat
3
edmundSEC
A web-based platform built around SEC filings and earnings call transcripts. Features include AI-powered search, single-document Q&A, and transcript summaries. A subscription is offered (including an early “Founder” lifetime promotion), though detailed plan tiers and pricing are not publicly listed.
Pricing: SubscriptionPlatforms: Web
Categories: Improved Filings • Transcripts • AI Chat • AI Earnings Summary
4
Fintool
AI-powered research platform combining SEC filings, earnings transcripts, and financial data with natural-language querying. Two tiers: Regular includes unlimited queries, filings and transcripts, advanced screening, real-time market data, and up to 5 user seats. Enterprise adds API access, private-data connectors, and enterprise-grade security. A 14-day free trial is available.
Pricing: SubscriptionPlatforms: Web, API
Categories: Transcripts • Financials • Screeners • Watchlist • AI Chat • AI Report • AI Earnings Summary • Data APIs • APIs & SDKs
5
IBISWorld
Subscription-based industry research platform with options to purchase single reports. Full industry reports (30–40 pages) are downloadable as PDF, while Key Statistics tables can be exported to Excel. API access requires an API-enabled account and uses OAuth2 with documented rate limits. Add-ons include custom dashboards, a Salesforce app, and specialized Excel-based tools. AI features are delivered through Phil, a chat assistant trained on IBISWorld data.
Pricing: Subscription, One-timePlatforms: Web, API
Categories: Data APIs • Scores • AI Chat • Blogs • Custom Dashboards
6
Invesst
An AI-first research platform with screeners, automated DCF and valuation tools, and real-time market data. The site highlights “Universal Brokerage Integrations” for read-only portfolio insights. Currently in open beta with a “Start for Free” option, though full pricing is only described in the Terms as monthly or annual subscriptions. Security claims include SOC2, ISO 27001, and GDPR compliance, with a linked Trust Report (unverified).
Pricing: SubscriptionPlatforms: Web
Categories: Screeners • Valuation Models • Portfolio • AI • AI Chat
7
MacroMicro
Global macro and market analytics platform with data visualizations, ETF tools, backtesting, and AI-powered earnings summaries. Data downloads are gated to Business plans, while API access is offered as a separate annual plan (API Essential). Annual subscribers also get calendar sync and watermark-free chart exports for commercial use.
Pricing: Free, SubscriptionPlatforms: Web, API
Categories: Data Visualizations • ETF Screeners • ETF Comparison • Which ETF includes this Stock? • Calendar • GDP • Inflation Rates • Interest Rates • PMI / ISM • Consumer Sentiment • Commitment of Traders (COT) • 13F • Watchlist • Backtesting • Correlation • Data APIs • Transcripts • AI Chat • AI Earnings Summary
8
Reflexivity
Reflexivity is a sales-led enterprise platform (annual subscription) designed for institutions. Deep Research features are still in beta and not enabled for all accounts. All listed data sources (S&P Global, Refinitiv, Nasdaq, Cboe, etc.) are included out of the box—no separate contracts required.
Pricing: SubscriptionPlatforms: Web, API
Categories: Screeners • Quant • Performance Attribution • Scenario & Stress Tests • Portfolio • Backtesting • Alerts • News • Data APIs • Transcripts • AI • AI Chat • AI Report • APIs & SDKs
9
Screener.in
India’s go-to platform for stock screening and fundamental analysis. Offers a free Hobby Investor plan and a Premium “Active Investor” plan (₹4,999/year). Premium unlocks extras like CSV downloads, industry filters, multiple watchlists, and higher alert limits (up to 800 stock alerts, 75 screen alerts, 50 phrase alerts). Premium users also get priority email delivery and ₹500 in AI credits. Refund window of 48 hours. The Android app extends full functionality to mobile.
Pricing: Free, SubscriptionPlatforms: Web, Mobile
Categories: Screeners • Watchlist • Alerts • Data Visualizations • Financials • Institutional Data • News • AI • AI Chat
10
Stocknear
EU-built stock research platform focused on U.S. markets. Features real-time options flow (Benzinga), 15‑min delayed dark-pool prints, analyst targets/ratings, hedge-fund 13F explorer, U.S. Congress trades, earnings calendar/news feed, business metrics, watchlists and alerts, plus an AI Agent for conversational research. Market data/fundamentals/ETF analytics are sourced from Financial Modeling Prep; options chains from Intrinio (OPRA). Company is Stocknear GmbH (Siegen, Germany). No public API as of Sept 2025.
Pricing: Free, SubscriptionPlatforms: Web
Categories: Screeners • Options & Derivatives • Data Visualizations • Watchlist • News • Alerts • Calendar • Dark Pool & Off-Exchange • Financials • ETF Overview • ETF Holdings • ETF Performance • Analyst Price Targets • Analyst Recommendations • Analyst Forecasts • Insider Data • 13F • US Government Trades • Dividend • AI • AI Chat

Information

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
Substack: 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!

Got ideas for new features?

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.