VOL. XCIV, NO. 247
BEST INVESTING TOOLS COMPARISON
Tool details checked August 23, 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
- You do a lot of your research from your phone
- You want screeners, stock ideas, and data visualizations.
Pick StockInsights.ai if
StockInsights.ai
Free • From $200/yr · Web · API
- You want improved filings, alerts, and APIs & data feeds.
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 (6 shared categories, including watchlist, financials, and transcripts), so for the basics you won't go far wrong with either. EPSMomentum simply does more: 20 categories to StockInsights.ai's 10, including screeners, stock ideas, and data visualizations, plus a mobile app. StockInsights.ai counters by keeping things simpler.
What readers say
EPSMomentum
No votes yet. Cast the first one.
StockInsights.ai
No votes yet. Cast the first one.
Key differences at a glance
- Cheaper paid plan
- EPSMomentum$9.99/mo vs $17/mo
- Free trial
- StockInsights.ai7 days
- Broader coverage
- EPSMomentum20 vs 10 categories
- Mobile app
- EPSMomentum
- Global coverage
- StockInsights.ai
- Asset coverage
- EPSMomentumAdds ETFs
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 | MCP Server |
| 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 | 10 |
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: Real-time and 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 |
| 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.
- Review 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
- Ask source-specific questions across company filings and earnings transcripts, with source links under AI Assist responses.
- Read generated earnings-call and annual-report summaries plus tagged U.S. 8-K and 6-K filings and Indian corporate announcements.
- Latest SEC filing feeds and a full SEC filing dashboard on paid self-serve plans.
- Tracking watchlist alerts with free and paid limits.
- Use bearer-key REST APIs for company lists, filings, semantic search, statements, calendars, and shareholding data.
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, CIK, and ISIN |
| Data | ||
Data freshness | Real-timeEnd of Day | Real-timeEnd 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: APIKeyWebhooksDocs |
Import methods | Manual | Not specified |
Integrations | TradingView | MCP Server |
| Plans & trust | ||
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 | Subscription“Developer API”trial api calls: 100 |
| Top plan | $125/mo“Platinum”monitors: Unlimited · screeners: Unlimited · +3 more | — |
| Custom / enterprise | — | Contact sales“Business and Solutions” |
| 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 6 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.
Do EPSMomentum and StockInsights.ai offer real-time data?
Yes, both serve real-time market data, so either works when timing matters.
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.
Feedback
Spot stale pricing, missing features, or a comparison that feels off? Send feedback on the verdict, table, alternatives, or recommendation.
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.