>_ alternatives to Investi
12 research tools that do a similar job to Investi, with the facts side-by-side.
See full data, pricing and features on the Investi profile page.
the tool you're replacing
Investi— Provides a workspace combining live company data, AI-assisted research, and note organization for equity investors.
investi is a web-based ai investment studio combining live company data (price, fundamentals, earnings, analyst estimates) with an ai analyst that reasons in the open, pulls actual numbers, and shows its work. users organize coverage into folders and keep notes next to the data they reference.
| tool | best for | pricing | plans | who uses it |
|---|---|---|---|---|
| Investi (this tool) | people who do real research before they invest, from serious retail investors to analysts who want one place to track their coverage. | FREE free tier | Free (beta) $0 | Retail |
| DFIN Pro | fundamental investors who want to track more names and follow earnings without assembling filings from scratch. | FREE-$$ free tier | Pay As You Go $0/mo · Base $9.99/mo · Plus $24.99/mo · Pro $49.99/mo | Retail |
| Quilt Labs | professionals conducting due diligence on stocks and bonds who need ai-generated insights cited to source documents. | CALL | — | — |
| Marvin Labs | equity analysts running deep-dive research on individual companies — earnings reviews, guidance tracking, management sentiment scoring. | FREE-$$$ free tier | — | Hedge Fund, Mutual Fund, RIA |
| 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 |
| ValuWiki | retail investors seeking institutional-grade equity research with primary-source citations for every claim. | FREE-$$$ free tier | Free tier $0 | Retail |
| AlphaWatch AI | investors, founders, and operators looking to surface warm paths and off-market deal opportunities from existing network data | CALL | — | Hedge Fund, Private Equity, Venture Capital |
| 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 $99/month · Enterprise Custom | RIA, Hedge Fund, Investment Bank, Family Office, Mutual Fund |
| StockInsights AI | value investors and investment professionals conducting recurring research on public companies and portfolio monitoring. | FREE-$ free tier | Free $0/month · Pro $17/month ($200/year) · Developer Plan (API) 7-day free trial · Business Plan (API) contact sales | Retail, RIA, Family Office, Hedge Fund, Mutual Fund |
| Finpilot | investment teams at endowments, foundations, ocio/family offices, and rias handling manager research, due diligence, and portfolio monitoring | CALL | — | RIA, Family Office |
| Pinegap | wall street analysts and institutional investors needing to automate equity research workflows | CALL | — | Hedge Fund, Mutual Fund, RIA, Family Office |
| SEC Insights | analyzing multifaceted financial documents to extract insights with transparency into how answers are generated | FREE-CALL free tier | — | — |
| Researchr | retail investors checking tickers before making calls or monitoring watchlists | FREE-$ free tier | Free 1 report · Monthly $29/mo · Annual $249/yr | Retail |
free alternatives to Investi
- DFIN Pro — fundamental investors who want to track more names and follow earnings without assembling filings from scratch. · Pay As You Go $0/mo · Base $9.99/mo · Plus $24.99/mo · Pro $49.99/mo
- Marvin Labs — equity analysts running deep-dive research on individual companies — earnings reviews, guidance tracking, management sentiment scoring.
- ValuWiki — retail investors seeking institutional-grade equity research with primary-source citations for every claim. · Free tier $0
- 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
- StockInsights AI — value investors and investment professionals conducting recurring research on public companies and portfolio monitoring. · Free $0/month · Pro $17/month ($200/year) · Developer Plan (API) 7-day free trial · Business Plan (API) contact sales
- SEC Insights — analyzing multifaceted financial documents to extract insights with transparency into how answers are generated
- Researchr — retail investors checking tickers before making calls or monitoring watchlists · Free 1 report · Monthly $29/mo · Annual $249/yr
- DFIN Pro— Research dashboard for fundamental investors — verifiable answers and company-history workflows from primary sources only.
- Quilt Labs— Factual generative-AI research over filings, newswires, and presentations — KPI detector + autonomous due-diligence agents with citations.
- Marvin Labs— AI research copilot for equity analysts — autonomous agents that run earnings reviews, KPI trackers, and guidance comparisons with citations.
- Rogo— Finance-native AI for investment banks, PE, and hedge funds — searches/analyzes filings, transcripts, and decks; generates pitchbooks and meeting prep.
- ValuWiki— Institutional-grade fundamental analysis for any public company — decisive bull/bear cases with every claim cited to a primary source.
- AlphaWatch AI— Predictive research and due-diligence AI for hedge funds and PE — multi-source synthesis (up to 100 sources/query) over filings, news, and private data.
- 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.
- StockInsights AI— AI equity-research assistant for value investors — search, summarize, and tag filings, transcripts, and 8-Ks across US and India.
- Finpilot— AI copilot for analysts, RIAs, and allocators — chat with citations, document extraction, comparison Matrix, and autonomous report agents.
- Pinegap— AI-powered equity research platform built for institutional investors, RIAs, and single-family offices — automates models, dashboards, and reports.
- SEC Insights— Analyzes SEC filings such as 10-Ks and 10-Qs with natural language queries and provides paragraph-level citations across multiple documents.