Description

️ 🖼Tool Name:

StockInsights.ai

🔖 Categories:

  • Data and Analytics
  • Finance, Forecasting, and Dashboards
  • Paper and Research Summaries
  • Automation and Smart Agents
  • Integrations and APIs

️ ✏What does this tool offer?

StockInsights.ai is an AI-powered financial research platform designed to help individual and professional investors analyze public company data, financial reports, and regulatory disclosures more quickly and efficiently.

The platform reduces the time and effort required to collect and analyze financial information by providing a suite of AI-powered tools, such as summarizing financial reports, interacting with filings and disclosures via the “Chat with Filings”feature, tracking corporate disclosures, and generating investment insights and ideas based on generative AI models.

The platform also targets users who rely on fundamental analysis forinvestment ,including financial analysts, portfolio managers, and investors who need tools to help them evaluate companies, understand financial data, and make informed investment decisions.

What does it actually offer based on user experience?

  • Analysis of public company filings and financial reports.
  • Summarizing documents and investment reports to make them easier to review.
  • Interacting with financial documents and asking questions about their content.
  • Tracking corporate disclosures and significant financial events.
  • Generating investment insights and ideas using artificial intelligence.
  • Streamlining financial research and due diligence processes.
  • Help investors and analysts reduce the time needed to collect and analyze data.

🤖 Does it include automation?

Yes, StockInsights.ai includes AI-powered automation capabilities that help analyze financial documents, summarize reports, extract key information from disclosures and filings, and generate investment insights faster than manual research and analysis.

The platform also offers customized solutions for financial institutions, with the ability to use application programming interfaces (APIs) to integrate AI-powered analysis tools into institutions’ proprietary research and investment systems.

💰 Pricing Model:

StockInsights.ai uses a pricing model geared toward both individual and professional investors, allowing users to start with basic services for free or through a trial, then upgrade to paid plans for higher usage limits and advanced analytical features. It also offers customized solutions for companies and financial institutions, with pricing determined based on usage volume, number of users, and integration requirements.

PlanPriceDetails
🆓 Free PlanFree- Try the platform’s basic services.
- Limited access to financial research tools.
- Try document and report summarization.
- Explore AI capabilities in financial data analysis.
Paid Plans 💳Not officially disclosedStockInsights.ai does not display subscription prices directly on its public page. Benefits include:
- Higher usage limits for analyzing financial reports and files.
- Track a larger number of companies.
- Custom alerts about disclosures and important events.
- Advanced tools for generating investment ideas.
- Streamlined due diligence processes.
- Features tailored for financial analysts, portfolio managers, and professional investors.
Enterprise Solutions 🏢Custom PricingIncludes:
- Custom use cases tailored to the organization’s needs.
- Access to application programming interfaces (APIs).
- Integration of AI analytics into research and investment systems.
- Pricing based on usage volume, number of users, and integration requirements.

🧭 How to access the tool:

  • Web: Available.
  • App: Not specified.
  • API: Available for enterprise solutions.
  • Add-on: Not listed.

🔗 Demo link or official website:

https://www.stockinsights.ai/

Pricing Details

The platform offers a free plan priced at $0 per month for users who want to try out its basic search capabilities. This plan provides limited access to company analysis tools and includes 10 earnings call summaries per month, the ability to perform 10 searches within earnings calls and 10-K reports, access to the latest U.S. Securities and Exchange Commission (SEC) filings, and the ability to create a watchlist of up to 5 companies with alerts. This plan is suitable for new investors who want to test the capabilities of AI in financial research before subscribing. The Pro plan is the main paid plan, costing $17 per month when billed annually—that is, $200 per year. This plan provides full access to the self-service financial research experience, including unlimited earnings call summaries, unlimited search within company reports and earnings calls (Call/10-K Search), a comprehensive dashboard for tracking SEC filings, and the ability to track up to 700 companies with custom alerts. This plan is designed for active investors and analysts who need to track a large number of companies and conduct ongoing financial research.