★ BEST INVESTING TOOLS COMPARISON ★
VOL. XCIV, NO. 247
Tool details checked August 4, 2026
Tool Comparison
EPSMomentum vs StockInsights.ai
Pick EPSMomentum if
EPSMomentum
Free • From $9.99/mo · Web · API · Mobile
- You want the cheaper way in: plans start at $9.99/mo instead of $17/mo
- Delayed quotes won't cut it; you need real-time data
- You do a lot of your research from your phone
Pick StockInsights.ai if
StockInsights.ai
Free • From $200/yr · Web · API
- You care about improved filings, alerts, and APIs & data feeds, things EPSMomentum doesn't offer
Skip both if: Neither one clicks with how you research; there are strong third options.
See alternativesOutbound links may include affiliate or sponsor codes.
Our take
The bottom line
EPSMomentum and StockInsights.ai cover a lot of the same ground (5 shared categories, including watchlist, transcripts, and AI research), so for the basics you won't go far wrong with either. EPSMomentum simply does more: 20 categories to StockInsights.ai's 8, including screeners, stock ideas, and data visualizations, plus a mobile app. StockInsights.ai counters by keeping things simpler.
What readers say
EPSMomentum
Vote once to reveal the community verdict.
StockInsights.ai
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Key differences at a glance
- Cheaper paid plan
- EPSMomentum$9.99/mo vs $17/mo
- Free trial
- StockInsights.ai7 days
- Broader coverage
- EPSMomentum20 vs 8 categories
- Mobile app
- EPSMomentum
- Real-time data
- EPSMomentum
- Global coverage
- StockInsights.ai
See for yourself
How they stack up
The side-by-side table: pricing, platforms, data, and coverage at a glance.ShowHide
How they stack up
The side-by-side table: pricing, platforms, data, and coverage at a glance.| Attribute | ||
|---|---|---|
| Pricing & plans | ||
Starting price | Free • From $9.99/mo | Free • From $200/yr |
Free tier | Yes | Yes |
Free trial | — | 7 days |
Plan limits | 16 limits: Bronze: monitors: 1, Bronze: screeners: 1 +14 more | 5 limits: Product Free: earnings call summaries: 10, Product Free: call and ten ksearches: 10 +3 more |
| Platforms & access | ||
Web app | Yes | Yes |
Mobile app | Yes | No |
API access | Yes | Yes |
Broker sync | No | No |
Integrations | TradingView | — |
| Audience & fit | ||
Experience level | Beginner, Intermediate, Advanced | Beginner, Intermediate, Advanced |
Best for | Retail Traders, Pro Retail +7 more | Retail Traders, Pro Retail +3 more |
Categories covered | 20 | 8 |
Regions | North America | North America, APAC |
| Data & capabilities | ||
Data quality | 5 signals: Latency: Real-time and End of Day, Granularity: Minute and EOD +3 more | Latency: End of Day and Granularity: EOD |
Data partners | 6 partners: Nasdaq, Financial Modeling Prep +4 more | — |
Capabilities | Universe builder and AI summaries: Filings, Transcripts, and News | AI summaries: Filings and Transcripts |
Security | Data residency: US | — |
| Try it | Visit EPSMomentum | Visit StockInsights.ai |
Where each one shines
What EPSMomentum and StockInsights.ai each do best.ShowHide
Where each one shines
What EPSMomentum and StockInsights.ai each do best.What EPSMomentum does best
- Screening for U.S. stocks and ETFs with real-time prices, earnings momentum fields, estimate revisions, timing signals, and growth-focused filters.
- The proprietary Earnings Momentum Score to evaluate revenue, EPS, margins, free cash flow, and multi-quarter growth acceleration.
- Tracking Estimates Revision Score signals to identify positive or negative changes in Wall Street earnings and sales forecasts.
- Timing Momentum, Powerdays, trend, price-momentum slope, relative-market-rank slope, and EMA 20/50 context to judge entry or exit timing.
- Views for reviewing PEAD Stock Drift models that use post-earnings price behavior and historical patterns to frame a 90-day path with bands.
What StockInsights.ai does best
- Support for asking questions across company filings and earnings transcripts.
- Reading access to AI-generated earnings-call summaries and AI-categorized 8-K filings.
- Latest SEC filing feeds and a full SEC filing dashboard on paid self-serve plans.
- Tracking watchlist alerts with free and paid limits.
- API documentation when integrating StockInsights.ai outputs into internal tools.
Every detail we compared
Every tracked attribute for EPSMomentum and StockInsights.ai, side by side.ShowHide
Every detail we compared
Every tracked attribute for EPSMomentum and StockInsights.ai, side by side.| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFs | Stocks |
Experience | BeginnerIntermediateAdvanced | BeginnerIntermediateAdvanced |
Target audience | Retail TradersPro RetailDay TradersSwing TradersLong-term InvestorsGrowth InvestorsQuality InvestorsAnalysts+1 more | Retail TradersPro RetailAnalystsQuants/DevelopersStudents/Researchers |
Regions | North America | North AmericaAPAC |
Coverage details | Countries: USIdentifiers: Ticker | Countries: US and INIdentifiers: Ticker and CIK |
| Data | ||
Data freshness | Real-timeEnd of Day | End of Day |
Data granularity | MinuteEOD | EOD |
Data partners | NasdaqFinancial Modeling PrepIntrinioZacksFinnhubTradingView | Not specified |
| Access & integrations | ||
API protocols | REST | REST |
API auth & delivery | Auth: APIKey | Auth: APIKeyDocs |
Import methods | Manual | Not specified |
Integrations | TradingView | Not specified |
| Plans & trust | ||
Security & compliance | Data residency: US | Not specified |
Capability signals | Universe builderAI summaries: Filings, Transcripts, and News | AI summaries: Filings and Transcripts |
Vendor & support | EPSM Inc.Country: USASupport: Email | Serendib Labs Technologies Pvt Ltd.Country: IndiaSupport: Email |
Curation ratings | Methodology 5/5Reliability 4/5UX 4/5 | Not specified |
Green tags are exclusive to that tool in this comparison.
What you'll actually pay
Plans, billing, trials, and per-month pricing for both tools.ShowHide
What you'll actually pay
Plans, billing, trials, and per-month pricing for both tools.| Tier | ||
|---|---|---|
| Free plan | Free“Bronze”monitors: 1 · screeners: 1 · +1 more | Free“Product Free”earnings call summaries: 10 · call and ten ksearches: 10 · +1 more |
| Entry paid plan | $9.99/mo“Silver”monitors: 3 · screeners: 3 · +2 more | $200/yr≈ $17/mo“Product Pro”watchlist stocks: 700 |
| Tier 2 | $49.99/mo“Gold”monitors: Unlimited · screeners: Unlimited · +2 more | — |
| Top plan | $125/mo“Platinum”monitors: Unlimited · screeners: Unlimited · +3 more | — |
| Custom / enterprise | — | Contact sales“Developer API”trial api calls: 100 |
| Free trial | — | 7 days |
Questions we keep getting
What's the difference between EPSMomentum and StockInsights.ai?
EPSMomentum leans toward screeners, stock ideas, and data visualizations, while StockInsights.ai puts more weight on AI research, AI chat, and improved filings. They overlap in 5 categories, so for most people it comes down to workflow preference and price.
How much do EPSMomentum and StockInsights.ai cost?
Good news: both EPSMomentum and StockInsights.ai have free plans, so you can run them side by side and only pay if you hit a wall.
Can I use EPSMomentum or StockInsights.ai on my phone?
EPSMomentum lists a dedicated mobile app, so it travels better. StockInsights.ai doesn't list a dedicated mobile app; its documented access is web and API.
Do EPSMomentum and StockInsights.ai have APIs?
Yes, both offer API access, so developers and quants can pull data programmatically or wire up their own integrations.
Should I choose EPSMomentum or StockInsights.ai?
It depends on what you're after. Pick EPSMomentum if screeners and stock ideas matter to you; go with StockInsights.ai if you'd rather have improved filings and alerts. And if you only need the basics both share, let price decide.
What asset classes do EPSMomentum and StockInsights.ai cover?
Both cover stocks. EPSMomentum also handles ETFs.
Does EPSMomentum or StockInsights.ai have real-time data?
EPSMomentum offers real-time data, which matters if you trade actively. StockInsights.ai runs on delayed or end-of-day data, which is perfectly fine for longer-term investors who don't live and die by the tick.
Which covers international markets: EPSMomentum or StockInsights.ai?
StockInsights.ai has documented international coverage (North America and APAC), so it's the safer bet if you hold non-US stocks. EPSMomentum is more region-specific, mainly North America.
Is EPSMomentum or StockInsights.ai better for day trading?
EPSMomentum is the one positioned more for active traders. StockInsights.ai is the better fit if you care less about fast trading workflows and more about a calmer research process.
Which has a better stock screener: EPSMomentum or StockInsights.ai?
EPSMomentum has a stock screener for surfacing ideas; StockInsights.ai doesn't, and focuses its energy elsewhere.
Can I track my portfolio with EPSMomentum or StockInsights.ai?
EPSMomentum handles portfolio tracking. StockInsights.ai is really a research tool; you'd track your portfolio elsewhere.
Keep researching
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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.