>_ alternatives to Invest with AI
12 research tools that do a similar job to Invest with AI, with the facts side-by-side.
See full data, pricing and features on the Invest with AI profile page.
the tool you're replacing
Invest with AI— Provides a library of Claude skills that automate equity research workflows including company analysis, screening, portfolio tracking, and valuation modeling.
| tool | best for | pricing | plans | who uses it |
|---|---|---|---|---|
| Invest with AI (this tool) | downloadable Claude skills library for fundamental equity research | $$-$$$ | — | — |
| Pinegap | wall street analysts and institutional investors needing to automate equity research workflows | CALL | — | Hedge Fund, Mutual Fund, RIA, Family Office |
| Rogo | investment bankers, private equity investors, and hedge fund analysts executing deals and research workflows at institutional firms | CALL | — | Investment Bank, Private Equity, Hedge Fund |
| Marvin Labs | equity analysts running deep-dive research on individual companies — earnings reviews, guidance tracking, management sentiment scoring. | FREE-$$$ free tier | — | Hedge Fund, Mutual Fund, RIA |
| Samaya | institutional investment professionals — sell-side analysts, hedge fund teams, mutual fund managers, sales & trading desks, investment bankers, PE analysts — executing high-stakes research and monitoring workflows | CALL | — | Hedge Fund, Mutual Fund, Investment Bank, Private Equity, RIA |
| Fira Research | financial analysts conducting quantitative and qualitative research across hundreds of complex filings and data rooms. | FREE-CALL free tier | Free $0/month · Pro $99/month · Enterprise Custom | RIA, Hedge Fund, Investment Bank, Family Office, Mutual Fund |
| Qualitate | investment firms (public equity, private equity, credit, venture capital) and enterprises seeking structured primary research and competitive intelligence on technology markets. | CALL | — | Hedge Fund, Mutual Fund, Private Equity, Venture Capital |
| Researchr | retail investors checking tickers before making calls or monitoring watchlists | FREE-$ free tier | Free 1 report · Monthly $29/mo · Annual $249/yr | Retail |
| Scouter AI | individual traders and self-directed investors who want institutional-style research on upcoming catalysts and expected price moves | FREE-$ free tier | — | Retail |
| Canary Data | institutional investors seeking ai-generated fraud/malfeasance signals and accounting disclosure analysis at analyst quality. | CALL | — | Hedge Fund |
| 6ix | retail investors tracking press releases and investor events for companies they own or watch | $? | — | Retail |
| Curation | retail investors seeking structured research and ideas distilled from a collective of institutional investors. | FREE free tier | Free $0 | Retail |
| FN2 | investors who want scheduled research briefings drawn from live earnings calls, filings, and macro data without manually pulling reports each day. | FREE-$$ free tier | Free 100K tokens + 100 queries/mo | Retail |
free alternatives to Invest with AI
- Marvin Labs — equity analysts running deep-dive research on individual companies — earnings reviews, guidance tracking, management sentiment scoring.
- Fira Research — financial analysts conducting quantitative and qualitative research across hundreds of complex filings and data rooms. · Free $0/month · Pro $99/month · Enterprise Custom
- Researchr — retail investors checking tickers before making calls or monitoring watchlists · Free 1 report · Monthly $29/mo · Annual $249/yr
- Scouter AI — individual traders and self-directed investors who want institutional-style research on upcoming catalysts and expected price moves
- Curation — retail investors seeking structured research and ideas distilled from a collective of institutional investors. · Free $0
- FN2 — investors who want scheduled research briefings drawn from live earnings calls, filings, and macro data without manually pulling reports each day. · Free 100K tokens + 100 queries/mo
- Pinegap— AI-powered equity research platform built for institutional investors, RIAs, and single-family offices — automates models, dashboards, and reports.
- Rogo— Finance-native AI for investment banks, PE, and hedge funds — searches/analyzes filings, transcripts, and decks; generates pitchbooks and meeting prep.
- Marvin Labs— AI research copilot for equity analysts — autonomous agents that run earnings reviews, KPI trackers, and guidance comparisons with citations.
- Samaya— Expert AI agents for hedge funds and IB — thesis evaluators, data-point trackers, and primers with 96% accuracy on financial workflows.
- Fira Research— AI financial-research assistant (YC-backed) — multi-document Q&A across thousands of filings with granular citations, instant P&L Excel extraction, and peer benchmarking.
- Qualitate— AI moderator that runs primary expert interviews at scale, delivering quantified time-series insights across 10k+ public and private companies.
- Scouter AI— Generates AI-powered bull and bear price targets around upcoming catalysts like earnings and FDA decisions for US equities and ETFs
- Canary Data— Provides AI-based investment research platform with proprietary data covering accounting analysis, fraud detection, executive backgrounds, business fundamentals, and earnings calls for institutional investors.
- 6ix— Provides AI-powered stock analysis, company news, filings, financials, forecasts, and investor events for public companies.
- Curation— Synthesizes investment insights from a professional investor network into AI-powered research reports covering bull/bear cases, catalysts, and risks for individual stocks.