Description

🖼️ Tool Name:
StockInsights.ai

🔖 Tool Category:
AI-powered equity research & financial filings assistant; under Finance Automation, Investment Research, Data & Analytics.

✏️ What does this tool offer?

  • Deep dive into public company filings, earnings transcripts, and other disclosures using generative AI. 

  • Natural-language search (“Chat with Filings”) so you can ask questions about filings instead of reading them all. 

  • Auto-generated summaries of long documents (earnings calls, 10-Ks, 8-Ks) so you grasp key points faster.

  • Dashboard for monitoring disclosures, alerts for important announcements / filings matching your criteria.

  • Watchlists & alerts for tracking multiple stocks. 

  • API access for integration or embedding into workflows. 

What it actually delivers based on user experience:
• Makes research much faster by summarizing dense filings & transcripts. 
• Helps avoid missing important disclosures (since you get alerts / dashboards) 
• Good for value investors / analysts who want qualitative insights rather than only numbers. 
• Interface suited for individual investors and also investment firms. 

🤖 Does it include automation?
Yes — several automated components:

  • Automatic summarization of documents via AI. 

  • Notifications when disclosures / filings meet criteria. 

  • Automated search through filings / transcripts via natural-language queries. 

💰 Pricing Model:
Subscription / SaaS with tiers (Free, Pro, and Custom). 

🆓 Free Plan Details:
• Free plan with limited access: 10 AI-summaries/month for earnings calls, 10 AI searches/month on Earnings Calls & 10-Ks, access to 8-K Dashboard for 1 day’s 8-Ks, watchlists & alerts for up to 5 stocks. 

💳 Paid Plan Details:
Pro plan ($200/year): unlock unlimited summaries, unlimited searches of earnings calls & 10-Ks, full 8-K dashboard access, unlimited watchlists & alerts. 
Advanced / Custom plan: custom screeners, custom data integrations, team accounts, dedicated support. 

🧭 Access Method:
• Web application via StockInsights.ai. 
• APIs available for advanced/custom workflows. 

🔗 Experience Link:

https://www.stockinsights.ai

Pricing Details

💰 Pricing Model: Subscription / SaaS with tiers (Free, Pro, and Custom).  🆓 Free Plan Details: • Free plan with limited access: 10 AI-summaries/month for earnings calls, 10 AI searches/month on Earnings Calls & 10-Ks, access to 8-K Dashboard for 1 day’s 8-Ks, watchlists & alerts for up to 5 stocks.  💳 Paid Plan Details: • Pro plan ($200/year): unlock unlimited summaries, unlimited searches of earnings calls & 10-Ks, full 8-K dashboard access, unlimited watchlists & alerts.  • Advanced / Custom plan: custom screeners, custom data integrations, team accounts, dedicated support.