VOL. XCIV, NO. 247
★ FINANCIAL TOOLS & SERVICES DIRECTORY ★
PRICE: 5 CENTS
Thursday, September 25, 2025
Top AI Report Tools for Investing
Community-ranked ai report software ordered by net upvotes with starred picks breaking close calls.
Every entry here is part of our living directory of ai report 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.
Explore more tools
Use this shortlist to zero in on the ai report 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.
Ranked tools
- 1
One of the largest investor communities online, blending crowdsourced research with data tools. Premium unlocks Quant Ratings and Factor Grades, stock and ETF screeners, advanced comparison tools with Excel/PDF export, broker syncing (via Plaid and SnapTrade), and AI-driven “Virtual Analyst” reports. PRO goes further with curated Top Ideas, Short Ideas, and the PRO Quant Portfolio. Market quotes are a mix of real-time and 15-minute delayed, depending on the exchange.
Pricing: Free, SubscriptionPlatforms: Web, MobileCategories: Screeners • ETF Screeners • Stock Comparison • Data Visualizations • Portfolio • Watchlist • News • Alerts • Calendar • Dividends • Financials • Scores • Bulls Say Bear Say • Transcripts • ETF Overview • ETF Performance • ETF Holdings • ETF Fundamentals • ETF Factors • Analyst Forecasts • Analyst Recommendations • Analyst Price Targets • Options • Which ETF includes this Stock? • AI Report • AI Earnings Summary
- 2
AlphaSense is an enterprise-grade market intelligence platform that combines a massive library of filings, research, transcripts, and news with AI-powered search and summarization. Broker research access depends on entitlements, while premium features like Expert Calls or Canalyst models are offered as add-ons. Enterprise Intelligence expands the platform to include secure integration of a firm’s own internal content.
Pricing: SubscriptionPlatforms: Web, Mobile, APICategories: Improved Filings • Diff View • Transcripts • Earnings Calls Sentiment • Notes & Highlights • AI • AI Earnings Summary • AI Report • 13F • Analyst Recommendations • Analyst Price Targets • Analyst Forecasts • Screeners • News • Alerts • Watchlist • Data APIs
- 3
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, APICategories: Transcripts • Financials • Screeners • Watchlist • AI Chat • AI Report • AI Earnings Summary • Data APIs • APIs & SDKs
- 4
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, APICategories: Screeners • Quant • Performance Attribution • Scenario & Stress Tests • Portfolio • Backtesting • Alerts • News • Data APIs • Transcripts • AI • AI Chat • AI Report • APIs & SDKs
- 5
Global stock and ETF research platform with screeners, valuation tools, customizable charts, and portfolio tracking. The free plan comes with meaningful but tight limits—such as two manual portfolios, one 10-ticker watchlist, and capped screener results—while paid tiers unlock the full feature set. Billing is monthly or yearly, with a 30-day money-back guarantee.
Pricing: Free, SubscriptionPlatforms: WebCategories: Screeners • Data Visualizations • Stock Comparison • ETF Overview • ETF Holdings • Portfolio • Watchlist • Dividends • Insider Data • Institutional Data • Scores • Valuation Models • Analyst Forecasts • Analyst Recommendations • Analyst Price Targets • Alerts • AI • AI Report • Education • Blogs • Newsletters
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!
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.