>_ best Fundamental Analysis tools
The 196 top fundamental analysis tools in the index, ranked by upvotes.
- 01.Century Egg Credit— Personal credit-research workspace that systematizes corporate-credit analysis with customizable workflows, a document archive, third-party risk checks, and AI-generated memos.
- 02.Yellowbrick Investing— Aggregates stock pitches, 13F holdings, and trades from elite investors and hedge funds into a searchable feed with leaderboards.
- 03.Koyfin— Bloomberg-alternative web terminal — dashboards, charting, screeners, and global market data for individual investors and advisors.
- 04.Superstocks— Instantly analyze stocks using strategies modeled on Graham, Lynch, Buffett, and Akre. Gives deep insights (algorithm + AI), scores and tracks(watchlist) selected equities. Scoring system is based on 4 pillars: financials, management, predictability and technicals.
- 05.Quartr— Live earnings calls, transcripts, slides, filings, and analyst estimates for 14k+ public companies — mobile, web, and API.
- 06.Young's Rating Services— Weekly sovereign risk ratings for 50 countries — CBMSRR scores currency and monetary stability, GMVRR scores bond price vulnerability, both 0-100 on a consistent global scoring framework.
- 07.DeepVest— AI portfolio-intelligence platform for financial advisors and RIAs — turns prospect statements into client-ready proposals, runs portfolio backtests, scenario/what-if analysis, and tax optimization, with full audit trails for SEC compliance.
- 08.AlphaSense— AI search across SEC filings, earnings transcripts, broker research, and expert calls — the umbrella platform that now includes Tegus expert calls, Canalyst models, and Sentieo.
- 09.Valyu - Finance— Provides web search and specialized data APIs for AI agents covering SEC filings, clinical trials, patents, market data, and macro sources through a unified interface.
- 10.Rockwood Research— Displays 13F filings from SEC EDGAR weighted against actual AUM with a weekly event monitor of special-situation corporate filings.
- 11.Earnings Hub— Provides a centralized calendar, calls, estimates, actuals, and alerts for company quarterly earnings events
- 12.WithAI— Provides AI agent infrastructure for asset managers to automate research across securities and integrate proprietary processes with frontier models
- 13.xfinlink— Financial data API service focused on providing structured market and fundamentals data for developers.
- 14.edgar.tools— SEC-filing intelligence platform with structured XBRL financials, real-time AI Sentinels for filing alerts, insider and 13F data, and an MCP server for AI agents.
- 15.Trata— Anonymous AI-collected insights from verified hedge-fund analysts (50+ hrs/stock) — surfaces the 'tension points' driving 12-month valuations.
- 16.Bollwerk— AI-native risk detection and due diligence on filings, governance, insiders, and short campaigns for institutional investors.
- 17.Tracelight— Provides an AI assistant for building financial models in Excel through natural language commands, error checking, automated formatting, and workflow automation.
- 18.Value Snapshot— Generates institutional-grade visual snapshots of stock revenue, net income, and growth trends on demand
- 19.Arrugia Labs— Provides 13F filing search, factor dashboards, document search, and an investing blog focused on AI infrastructure and momentum stocks for equity investors
- 20.AskEdgar— Extracts structured data from SEC filings in real time, monitors dilution events, offerings, registrations, and compliance status, delivering proprietary datasets and alerts via API and web platform.
- 21.HeyFinn— Finn: an AI junior analyst that tracks what you care about, remembers everything, and helps you stay ahead of your investments.
- 22.OBaI— Multi-agent platform for stock research, strategy backtesting, and prediction market analysis using MCP servers and autonomous agents
- 23.QuantLink— Provides AI deep-research agents, institutional fundamentals, factor models, and predictive ML signals for US stocks via a unified equity terminal.
- 24.Tracxn— Tracxn is a private market database that has well maintained Databases for investors, companies and rounds among other things. It has an active presence in the Indian subcontinent.
- 25.Kaleidoscope— Provides SEC filing search, AI-powered extraction, institutional holdings tracking, insider trading data, M&A intelligence, and financial data APIs with semantic research tools and MCP server integration.
- 26.StockAInsights— Extracts financial data and metrics from SEC filings using multi-strategy AI trained on industry-specific patterns, delivering 12+ years of standardized statements, ratios, and AI-generated investment narratives.
- 27.WiseSignal— Enriches SEC Form 4 insider purchases with 70+ data points, AI synthesis, filterable dimensions, and tracked returns from filing date to surface high-conviction buys.
- 28.Artemis— Provides institutional-grade metrics, dashboards, and research for crypto protocols, stablecoins, prediction markets, and tech equities with fundamental analysis across 600+ assets.
- 29.String AI— Scrapes structured data from websites using AI-generated scrapers with automated maintenance, proxy infrastructure, and data quality monitoring.
- 30.Alpha-File— Tracks hedge fund, mutual fund, and activist investor holdings aggregated from 13F, N-PORT, and beneficial-ownership filings across multiple sources
- 31.Bank Analysis— Provides standardized financials, filings, transcripts, screening, and AI-powered analysis for 4,000+ U.S. banks with bank-specific metrics spanning 20+ years.
- 32.EODHD— Provides REST and WebSocket financial data APIs covering 60+ exchanges, 150K+ tickers, 30 years of historical EOD/intraday prices, fundamentals, options, forex, crypto, and macroeconomic indicators
- 33.FN2— Runs autonomous AI research agents that monitor portfolios, analyze earnings transcripts, track SEC filings, and deliver scheduled briefings with citations to source data.
- 34.Twelve Data— Provides REST API and WebSocket access to real-time and historical market data for stocks, forex, crypto, ETFs, commodities, and fundamentals across 250+ exchanges.
- 35.Wisesheets— Provides real-time and historical financial data for stocks, ETFs, options, and crypto directly in Excel and Google Sheets through custom functions and statement dumps
- 36.AlphaResearch— Searches millions of global filings, transcripts, press releases and reports using AI-powered natural language processing to extract insights from unstructured text documents.
- 37.Comparables.ai— Searches 370M+ companies with AI-powered analysis for M&A target screening, buyer search, and market research.
- 38.StockMarketScan— Provides 24 curated stock screeners covering technical, momentum, fundamental, and dividend setups with unusual options activity data and API access.
- 39.VJN— Provides institutional-grade stock analysis with valuation charts, portfolio tracking, earnings calendar, and screener functionality for US equities.
- 40.StockFilings AI— Analyzes SEC filings using AI to identify red flags and investment opportunities in 10-K, 10-Q, and 8-K documents.
- 41.You.com Finance Research API— Provides cited, multi-step financial research API delivering structured intelligence from filings, macro data sources, and licensed S&P Global data with inline citations and source reconciliation
- 42.SecBot— Surfaces insider clusters, congressional trades, FDA catalysts, 13F moves, and 50+ primary-source filings within minutes of publication via real-time feed and twice-daily institutional briefs
- 43.Curation— Synthesizes investment insights from a professional investor network into AI-powered research reports covering bull/bear cases, catalysts, and risks for individual stocks.
- 44.MarketRoom.ai— Runs 8 AI agents that independently debate stocks with data-driven analysis, price targets, and portfolio intelligence to deliver a final verdict.
- 45.CountryRisk.io— Provides country risk scores, sovereign ratings, and AML/ESG assessments for 200 countries with AI-powered workflows and API access
- 46.Tracktacle— Aggregates real-time US and Canadian corporate filings, press releases, earnings transcripts, and insider transactions with full-text search and email alerts.
- 47.EDGAR Analyst— Pulls SEC filings from EDGAR, extracts structured data, redlines disclosure changes across periods, and generates cited analysis within 60 seconds of filing publication
- 48.MetricsHour— Connects 775+ stocks to bilateral trade flows, country macro indicators, geographic revenue data from SEC filings, and treasury yield curves in a single dashboard.
- 49.6ix— Provides AI-powered stock analysis, company news, filings, financials, forecasts, and investor events for public companies.
- 50.Quiver Quantitative— Aggregates alternative data on congressional trading, insider transactions, hedge fund activity, lobbying, government contracts, and corporate political contributions for equity research.
- 51.Traydzee— Provides AI-powered stock, ETF, and fund analysis with theme-based discovery, market alerts, and an AI assistant for research guidance across global markets.
- 52.StoxPulse— Analyzes earnings calls, SEC filings, insider trades, and news using Google Gemini AI and delivers scored summaries for S&P 500 stocks and ETFs
- 53.CoinGecko— Provides real-time and historical cryptocurrency prices, market data, charts, and fundamental analysis across 17,000+ coins, NFT collections, and exchanges
- 54.Stock Rover— Combines stock screening, fundamental research, portfolio tracking, and charting across 800+ metrics and 20 years of historical data for US equities and ETFs
- 55.Variant Avatars— Delivers a continuous feed of Wall Street voice alerts covering trade ideas, equity analysis, and market notes.
- 56.Intrinsik— Builds a complete DCF model with bear, base, and bull scenarios for US stocks in under 60 seconds using SEC filings
- 57.Avantis AI— Provides searchable access to SEC and SEDAR+ filings, insider transactions, audit fees, stock data, earnings calls, and news with AI-driven analysis and real-time alerts for North American public companies dating back to 1997.
- 58.Terminal X— Indexes petabyte-scale internal and external financial data at cell and sentence level for AI-powered investment research and decision-making across multiple asset classes.
- 59.QntAify— Provides financial data, charts, and analysis on over 5,000 companies for investment decision making.
- 60.Market Terminal— Provides real-time stock charts, AI analysis, earnings data, institutional investor tracking, and screening tools in a unified platform
- 61.Terminal Investor— Screens stocks, ETFs, and bonds daily using AI-powered Graham-Buffett value investing criteria to identify undervalued picks across NYSE, NASDAQ, and AMEX.
- 62.Earnings API— Provides REST API access to historical and upcoming earnings calendar data for NYSE and NASDAQ stocks with date-based queries, post-earnings reactions, and structured JSON responses for automated workflows.
- 63.VentureBoard— Simulates a 20-specialist board that debates investment deals from risk, legal, financial, operations, strategy, and market angles and generates IC-ready documents.
- 64.MicroCapClub— Provides an exclusive forum for experienced microcap investors to share and discuss sub-$1B market cap companies trading on global markets
- 65.Activ8Insights— Tracks activist short selling reports in real-time, scores investigator win rates, and provides stock impact analytics across 1000+ short campaigns
- 66.Zacks Insight— Provides conversational AI investment research assistant that answers stock questions and screens for buy/sell opportunities using decades of independent research data.
- 67.justDCF— Builds DCF models for stocks in seconds and shows what revenue growth the current market price implies
- 68.NanoStreet— Explains stock and ETF research in plain English with adaptive difficulty levels, guided lessons, and paper trading for retail investors
- 69.Hebbia— Provides an AI platform for financial institutions to analyze unlimited documents, automate workflows, and extract insights from earnings calls, filings, and proprietary data sources.
- 70.Valueray— Reverse-engineers products into component trees and supplier networks using AI to surface hidden suppliers, concentration risks, and investment signals.
- 71.Edge Hound— Generates AI-driven trade ideas with entry points, targets, and thesis for stocks, crypto, forex, and commodities using multi-agent analysis of filings, news, forums, and social sentiment.
- 72.MarketMoodz— Generates AI-driven stock ratings across 1,600 tickers synthesizing SEC filings, institutional flow, technicals, and sentiment with daily pre-market briefings and seven-day active idea tracking.
- 73.Mosaic— Generates leveraged buyout models and deal math for private equity analysis using rules-based algorithms that produce downloadable Excel outputs with working formulas in under 10 minutes.
- 74.Researchr— Spawns 12 specialist AI agents to research any stock ticker across fundamentals, news, sentiment, technicals, valuation, and risk and delivers a structured report in minutes.
- 75.FAST Graphs— Visualizes earnings, cash flow, and sales alongside stock price to help investors assess valuation and fundamental quality
- 76.Capnote— Automates portfolio monitoring, company research reports, value chain analysis, and risk alerts for investors and financial professionals.
- 77.Soria— Aggregates healthcare-specific financial data from 125+ sources into an AI-native terminal for sector-focused research and analysis.
- 78.Bipsync— Centralizes investment research from emails, documents, and third-party providers into a structured workspace with AI-assisted tagging and collective intelligence tools for institutional teams.
- 79.AllMind AI— Aggregates broker research, filings, transcripts, news, and internal documents into a unified platform with AI-powered search, analysis grids, and automated report generation for institutional investors
- 80.Homesage.ai— Provides AI-powered investment property search, property analysis reports, and real estate data APIs covering 150M+ US residential properties with computer vision-driven renovation estimates and investment scoring.
- 81.Fundamentals Info— Aggregates daily fundamental events for Indian listed stocks — filings, promoter transactions, FII/DII flows, order wins, credit ratings, M&A, concalls — into curated buckets with analyst notes.
- 82.IndexMundi— Aggregates global country statistics, economic indicators, and commodity data from sources like World Bank and USDA into searchable visualizations and comparative tools.
- 83.Zillow Research— Provides downloadable CSV datasets and interactive dashboards covering US home values, rental prices, inventory, sales, affordability, and market forecasts at national, metro, and county granularity.
- 84.Thinknum— Provides alternative data scraped from the web covering store locations, job listings, product pricing, real estate listings, car inventories, and app engagement metrics across 450,000+ companies.
- 85.Margins by Sector (US)— Provides sector-level margin benchmarks across 100+ industries, covering gross, operating, net, and adjusted margin metrics with detailed cost breakdowns.
- 86.Trading Economics— Provides access to 20 million economic indicators, forecasts, and financial data for 196 countries through web platform and API
- 87.Seeking Alpha— Aggregates stock analysis articles, earnings transcripts, news, and company financials with quant ratings and screening tools for equity investors.
- 88.Grufity— Provides stock research with historical financial ratio trends, fund holdings tracking, insider trading data, and macro-economic analysis for US equities.
- 89.WhaleWisdom— Tracks institutional investor 13F filings, insider transactions, 13D/13G disclosures, and mutual fund holdings with backtesting and portfolio replication tools
- 90.Finaeon— Provides manually transcribed historical financial data from original archives spanning 1000+ years, covering equities, bonds, commodities, exchange rates, and economic indicators with unbroken chain-linked series.
- 91.Jay R. Ritter IPO Data— Provides comprehensive historical IPO datasets covering US and international markets from 1975-2025, including underpricing statistics, underwriter rankings, founding dates, VC-backing status, and long-run returns for academic research.
- 92.Dataroma— Tracks 13F filings and portfolio holdings of 82 notable hedge fund managers and institutional investors
- 93.Finviz— Provides a stock screener, real-time quotes, charts, portfolio tracking, insider trading data, and heat maps for US equities
- 94.Buy Side Bro— Live markets, overnight thematics, stock analysis, trade tools, stock analysis, earnings insights.
- 95.aftermarkets— Provides stock screening, real-time corporate filing summaries, conviction scoring, FII/DII flow tracking, and AI research workflows for Indian equity markets.
- 96.Chartloom— Provides AI-generated SEC filing summaries, interactive charts, scenario modeling, and DCF valuation tools for US equities research.
- 97.StockIQ— Generates 14-section AI research reports on Nigerian Exchange (NGX) stocks covering financials, leadership, sentiment, and competitive positioning in under 5 minutes.
- 98.TickerTrends— Generates KPI forecasts for public companies using consumer search trends, web traffic, and social sentiment data to predict earnings metrics before official releases
- 99.StableBread— Provides educational content on stock analysis, valuation, and portfolio management with Excel models, courses, and write-ups on asymmetric stocks
- 100.Buffett-Style Equity Analyst— Runs a value-investing framework inside Claude that scores stocks using owner earnings yield, ROIC, FCF conversion, moat evidence, bear-case-first analysis, reverse DCF, and Half-Kelly position sizing
- 101.StockPitch— Provides weekly equity research reports with DCF models, comp analysis, and thesis frameworks for tech, AI, robotics, medicine, and finance stocks.
- 102.Know Trend— Automatically surfaces trends across years of earnings calls for companies & sectors; super-charged semantic search to find themes and innovative LLM integrations for rapid idea generation
- 103.SEC 8-K Tracker— Track SEC 8-K filings from EDGAR by ticker, CIK, or 8-K item code. Category shortcuts for earnings, exec changes, M&A, cyber incidents, bankruptcy. Returns deduped JSON with filing URL, item codes, and issuer metadata.
- 104.Platform Aeronaut SBC & Dilution— Tracks stock-based compensation and dilution metrics across public companies with leaderboard rankings, sector views, and company profiles.
- 105.Singularity Research Fund TMDX Tracker— Tracks revenue data for TransMedics Group (TMDX) stock with live updates.
- 106.StockDrifts— Aggregates SEC filings, earnings transcripts, analyst ratings, institutional holdings, and global insider trades with AI-powered analysis and sub-second alerts.
- 107.equitydesk.ai— AI-powered market intelligence: Stage Analysis, Earnings Call analysis, deep researches (and slide decks) with standardized prompt for 3000+ global companies, alternative data — all in one platform built for active investors.
- 108.Fontics— Runs scenario analysis, sensitivity analysis, Monte Carlo simulations, and financial diligence workflows inside Microsoft Excel for investment banking and private equity deal modeling
- 109.TagniFi— Provides standardized financial statement data and footnotes across multiple industry templates via API and Excel add-in
- 110.Wolfora— Tracks multi-account wealth across PEA, brokerage and crypto portfolios, screens 40,000+ global stocks by fundamentals, and monitors earnings dates with dividend alerts.
- 111.AI Bottlenecks— Tracks companies in AI infrastructure supply chains including photonics, memory, power, cooling and custom silicon.
- 112.ValueInvesting.io— Generates automated discounted cash flow valuations and intrinsic value estimates for over 45,000 stocks across 60 global exchanges using public data and consensus forecasts.
- 113.Intuifi— Visualizes income statements, balance sheets, and cash flow statements for US public companies as interactive charts
- 114.Scanorix— Screens options strategies by combining fundamental, technical, and options metrics with liquidity filters and visual strike charts in a single interface.
- 115.tikrr— Generates AI-powered stock briefs with buy/hold/sell signals based on valuation, growth, quality, and momentum scores for US equities
- 116.Tokyo Deep Value— Screens nearly 4,000 Japanese equities listed on the Tokyo Stock Exchange by price-to-book, EV/EBITDA, dividend yield, net cash, and other value metrics.
- 117.The Dutch Investors— Provides stock deep dives, DCF and scenario valuations, watchlists, and portfolio tracking for long-term investors.
- 118.Congressional Stock Brain— Tracks and analyzes stock trades disclosed by members of the U.S. Congress in real time using AI pattern recognition.
- 119.Reflexivity— Combines institutional-grade market data from S&P Global, LSEG Datastream, Cboe, and Nasdaq with explainable AI agents to generate investment analysis, knowledge graphs, and portfolio insights for institutional investors.
- 120.Rallies: AI Financial Copilot— Provides AI-powered stock research and portfolio analysis through natural language queries, connecting brokerages and bank accounts to track net worth, attribution, diversification, and risk exposure across holdings in one interface.
- 121.SEC Insights— Analyzes SEC filings such as 10-Ks and 10-Qs with natural language queries and provides paragraph-level citations across multiple documents.
- 122.Noda Terminal— Bloomberg style investment terminal with shortcuts and multiple windows.
- 123.Kavout— Provides AI research agents and quantitative signals for analyzing stocks, ETFs, crypto, and forex across 30+ global markets with institutional-grade factor models.
- 124.Devil's Advocate— Generates AI-powered investment memo stress-tests by running multi-agent debates against fund mandate rules and surfacing blind spots before IC review
- 125.StockAgents— Generates trade blueprints by stress-testing user theses against options flow, fundamental metrics, and historical reactions across 120,000+ assets using multi-agent AI.
- 126.StockAInsights— Extracts financial metrics and company intelligence from SEC filings using AI and provides structured APIs for income statements, balance sheets, cash flows, ratios, and 8-K events across all U.S. public companies
- 127.Stock Expert AI— Provides AI-generated MoonshotScore ratings (0-100) across 9 signals for 35,000+ US stocks, with portfolio screenshot OCR analysis and daily market intelligence from 70+ vetted news sources
- 128.ScanX— Provides fundamental and technical stock screeners, news, financials, and heatmaps for Indian equities with community-generated filters.
- 129.OfferRead— Analyzes real estate properties and returns ROI breakdown, confidence score, and plain English investment verdict in seconds.
- 130.Spectre AI— Provides AI-generated market intelligence, on-chain analytics, social sentiment, liquidation heatmaps, and non-custodial trading for 10,000+ crypto tokens across 8 blockchains.
- 131.DORSAM— Generates multi-model stock valuations combining DCF, Monte Carlo simulation, forensic accounting ratios, options strategy projections, and backtesting with walk-forward validation.
- 132.TradeThesis— Runs five sequential AI agents across technical, fundamental, news, risk, and synthesis layers to generate structured crypto research notes in under 10 seconds.
- 133.Stocknear— All-in-one Stock Analysis Platform to research your trading ideas.
- 134.statista— A global data and market intelligence platform that provides statistics, reports, consumer insights, industry forecasts, and market research across thousands of industries, companies, and economic topics. The platform aggregates data from t
- 135.fundamentaly— Know how any stock reacts to earnings. Historical returns, EPS patterns, and price reactions for 1,200+ companies.
- 136.VouchAPI— VouchAPI turns SEC filings, CIM data rooms, market intelligence, and agent reasoning into certified investment research — with source-level evidence, method gates, and cryptographic audit trails.
- 137.Investilo AI— An analyst-grade stock research report bringing together fundamentals, technical signals, valuation insights, business updates, and key risk factors.
- 138.Beanvest— Quality Investing focuses on finding the best companies in the world with incredibly strong fundamentals and durable competitive advantages, while trying to buy them at a reasonable price to achieve long-term returns with your portfolio.
- 139.EarningsCall.ai— Save hours reading earnings call transcripts. Get instant AI-powered summaries, ask deep questions about earnings, analyze trends, and stay ahead of market shifts.
- 140.Monexa— Get institutional-grade market insights, news, and data analysis in one powerful platform.
- 141.captide— Agentic AI systems grounded on public companies' disclosures that power leading long/short hedge funds and investment banks
- 142.Quantera— AI-powered tool for equity professionals, analysts and asset managers. Drive insights from securities or bring your own data, all in one platform.
- 143.Finsee— AI reviews of public companies: plain English summaries; bull and bear cases to get both sides of the story; explanation of main themes, drivers, and concerns for the quarter; KPIs and guidance analysis; charts to visualize the main points.
- 144.QualScreener— World's First Context-Based Stock Screener! Generate High-Conviction Ideas Screen for Net-Nets, Turnarounds, Buybacks, Insider Buys & More
- 145.Japan Filings— Search and alerts across Japanese public-company filings (TDnet/EDINET) — the Japan equivalent of SEC EDGAR.
- 146.What Do— Plain-English company descriptions for public tickers — answers "what does this company actually do?" without the marketing copy.
- 147.This Is Not SEDAR— Modern browsing and search interface for Canadian SEDAR+ public-company filings — the Canadian equivalent of SEC EDGAR.
- 148.ValuationBot— ValuationBot is an AI-powered equity analyst. It reads the reports, builds the model and presents the investment case, so you can invest with clarity without weeks of manual researc
- 149.RainbowStats— Financial time-series and econometric analysis platform with reusable analytical objects for bond/option/convertible pricing, simulations, and macro exploration.
- 150.Vestara— Track SEC insider trades, filter the noise, and find high-conviction signals backed by real money. Not hype.
- 151.F2— One platform that turns your firm's experience into a proprietary advantage, powering how you screen, diligence, underwrite, and monitor deals.
- 152.Job Radar— Tracking OpenAI, Anthropic & xAI career pages via their public APIs. No scraping required.
- 153.Portrait Analytics— Portrait is a personalized AI-powered investment research platform, built to help you discover, research, and monitor new investment ideas with unprecedented depth.
- 154.Financial Datasets— Stock-market data API built for AI agents — financials, SEC filings, KPIs, insider trades, and analyst estimates across 17,000+ tickers and 30+ years of history.
- 155.BDC Transparency— Tracking private credit software loans
- 156.Dirt Cheap Banks— DirtCheapBanks helps investors screen U.S. community and regional banks, open clean tear sheets, and dig into FDIC Call Report data — without the spreadsheet pain.
- 157.Fincept Terminal— Free, open-source desktop terminal in native C++/Qt — 100+ data connectors (Yahoo, FRED, IMF, Polygon), 19k+ instruments, 37 AI investor personas, and a quant suite.
- 158.OwnerView— Long-term value-investing workspace — custom DCF/intrinsic-value models, moat & management qualitative scoring, plus financials and analysis queues.
- 159.Fey— Turns complex data, gated tools, and noisy news into instant earnings alerts, clear summaries, and a beautiful interface. A new era of effortless financial research.
- 160.Midas— AI research platform for equity analysts and PMs — screening, custom dashboards, real-time alerts, and trend tracking across filings, calls, and decks with source-linked insights.
- 161.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.
- 162.ToltIQ— PE due-diligence AI from ex-KKR CIO Ed Brandman — query entire virtual data rooms with source-linked answers across financial, legal, technical, and market documents.
- 163.Current AI— Proactive AI agents for fundamental investors — real-time news/event monitoring, auto-updating Excel models, and second/third-order supply-chain impact analysis.
- 164.Dili— AI due-diligence platform for PE, VC, real estate, and private credit — extracts data-room files, generates memos, comparables, and red flags with confidence scores.
- 165.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.
- 166.Keye— Deterministic AI co-pilot for private-equity due diligence — turns dataroom files into investor-ready cohort, retention, margin, and roll-forward analyses.
- 167.Hudson Labs— Co-Analyst AI for institutional equity research — KPI time-series extraction, forensic risk signals, and earnings analysis on 5,500+ US equities and ADRs.
- 168.Aiera— Real-time earnings calls, transcripts, and 45k+ investor events per year, with AI summaries, SWOT, and topic/sentiment extraction across 15k+ equities.
- 169.Rose AI— Natural-language data platform for financial analysts — query, visualize, and audit datasets with explainable logic trees and a built-in data marketplace.
- 170.Rogo— Finance-native AI for investment banks, PE, and hedge funds — searches/analyzes filings, transcripts, and decks; generates pitchbooks and meeting prep.
- 171.Daloopa— AI-extracted, audit-ready financial data for 5,500+ global tickers — every number hyperlinked to its primary source for one-click verification.
- 172.Endex— Excel-native AI agent for enterprise finance — builds three-statement models, DCFs, and analyses from prompts in minutes, with auditable citations.
- 173.Finpilot— AI copilot for analysts, RIAs, and allocators — chat with citations, document extraction, comparison Matrix, and autonomous report agents.
- 174.StockInsights AI— AI equity-research assistant for value investors — search, summarize, and tag filings, transcripts, and 8-Ks across US and India.
- 175.Pinegap— AI-powered equity research platform built for institutional investors, RIAs, and single-family offices — automates models, dashboards, and reports.
- 176.Matterfact— AI 'superagent' for institutional investors — codifies your research workflow over filings, transcripts, expert calls, and alt-data.
- 177.Quilt Labs— Factual generative-AI research over filings, newswires, and presentations — KPI detector + autonomous due-diligence agents with citations.
- 178.LinqAlpha— Multi-agent AI platform for institutional equity research — Primer, Stock Catalyst, Devil's Advocate, and a Fusion copilot for hedge funds.
- 179.Marvin Labs— AI research copilot for equity analysts — autonomous agents that run earnings reviews, KPI trackers, and guidance comparisons with citations.
- 180.InSync Analytics— Automated financial models and near-real-time sell-side consensus for 4k+ companies — Excel add-in, web app, and API.
- 181.ValuWiki— Institutional-grade fundamental analysis for any public company — decisive bull/bear cases with every claim cited to a primary source.
- 182.Equilyse— AI-powered research workspace for equity analysts — rapid analysis of earnings calls, reports, and filings with portfolio tracking.
- 183.Qualitate— AI moderator that runs primary expert interviews at scale, delivering quantified time-series insights across 10k+ public and private companies.
- 184.OpenBB— Open-source investment-research platform with Terminal (Python), Workspace (web AI copilot), and connectors for proprietary data.
- 185.TIKR Terminal— Free global terminal covering 100k+ stocks across 92 countries with S&P CapIQ financials, screener, and 10k+ investor portfolios.
- 186.Stock Promotion Tracker— Searchable database of 17k+ paid stock-promotion disclosures, campaigns, and press releases — free per-ticker risk lookup, plus dashboards and an API for paid users.
- 187.Investment Bastion— Bastion Terminal — systematic stock evaluation, strategy portfolios, and a research newsletter for fundamental investors.
- 188.Astor— Personal AI investment analyst that connects your accounts, runs deep research, and flags catalysts on your holdings 24/7.
- 189.Fiscal AI— Conversational AI research over institutional-grade financials for 100k+ global companies, powered by S&P Market Intelligence.
- 190.ROIC AI— Financial analysis platform with 30+ years of statements, transcripts, screener, and a powerful API for 60k+ tickers.
- 191.DFIN Pro— Research dashboard for fundamental investors — verifiable answers and company-history workflows from primary sources only.
- 192.Stock Unlock— All-in-one stock research with proprietary Stock Scores, DCF fair-value calculator, and brokerage sync across 170k+ global tickers.
- 193.Better EDGAR— The EDGAR you wish existed — cross-issuer search, a live filings feed, enriched 8-K/6-K exhibits, Form 4 + 13F, and email/RSS/JSON/MCP/API delivery.
- 194.Stock Analysis— Free financial statements, ratios, and screeners for 130k+ global stocks, ETFs, and funds — clean, fast, ad-light.
- 195.Build a Thesis— AI workspace that generates a structured investment thesis from any ticker in minutes, with free financials and visualizations.
- 196.Quill AI— AI copilot for SEC filings, earnings calls, and PDFs — query in natural language with sentence-level citations.
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