Description
🖼️ Tool Name:
Rogo
🔖 Tool Category:
AI-powered investment research & financial intelligence platform; it falls under the category of Analytics & Dashboards, Forecasting & Applied ML, and Finance, Forecasting & Dashboards.
✏️ What does this tool offer?
Rogo is an AI-driven research platform that helps investors, analysts, and finance teams instantly search, analyze, and extract insights from financial data, filings, earnings calls, market reports, and internal documents.
It replaces manual research with intelligent, natural-language querying and automated data extraction.
⭐ What does the tool actually deliver based on user experience?
• Instant answers to financial & investment questions
• AI-powered search across filings, transcripts, reports, and market data
• Automated extraction of KPIs, metrics, and financial statements
• Insight summaries from long documents
• Real-time monitoring of companies & industries
• Portfolio-level intelligence & alerts
• Source verification and citation
• Integration with internal research databases
• NLP-driven search for qualitative & quantitative data
• Dashboards summarizing trends, risks & opportunities
🤖 Does it include automation?
Yes — Rogo includes extensive workflow automation:
• Automated research summarization
• Auto-extraction of financial metrics from documents
• Auto-tagging and classification of research content
• Automated alerts for changes in companies or sectors
• Continuous indexing of filings and market reports
• Automated Q&A engine for enterprise research teams
💰 Pricing Model:
Enterprise subscription (targeted to finance teams & investment firms)
🆓 Free Plan Details:
• No full free plan
• Demo access available
• Limited trial for institutional evaluation
💳 Paid Plan Details:
• Full AI research engine
• Unlimited document search & analysis
• Integrations with CRMs & research databases
• Team collaboration & shared workspaces
• Enterprise security & compliance
• Priority support and SLAs
• Custom pricing for institutions
🧭 Access Method:
• Web App
• API for enterprise search
• Integrations with financial data providers
• Cloud-based (SaaS)
🔗 Experience Link: