>_ best SEC Filings AI tools
The 23 top sec filings ai tools in the index, ranked by upvotes.
- 01.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.
- 02.Invest with AI— Provides a library of Claude skills that automate equity research workflows including company analysis, screening, portfolio tracking, and valuation modeling.
- 03.EDGAR Analyst— Pulls SEC filings from EDGAR in seconds, extracts line items, redlines disclosures across periods, and delivers citation-grounded analysis of 10-Ks, 10-Qs, 8-Ks, S-1s, proxies, and insider trades
- 04.Filot— Automates financial model creation and updates in Excel using AI that follows team-specific methodologies, with full source tracing and auditability for institutional research workflows.
- 05.PickSkill— Generates investor-grade PowerPoint decks, Word reports, and Excel models from natural-language prompts, sourced from live SEC filings and market data for US, Hong Kong, and China A-share equities.
- 06.Alphid— Deploys AI agents that monitor portfolios, scan opportunities, translate filings, and structure trades in one workspace
- 07.Valye— Generates AI-powered research summaries and visibility scores from SEC filings, earnings transcripts, and public company documents.
- 08.beatandraise— Provides free access to 18M+ SEC filings since 1995 with semantic search, original financial statement viewing, and AI-powered chat analysis via Claude Code sandbox.
- 09.Lattice— Monitors SEC filings, insider trades, and congressional disclosures for user portfolios and delivers alerts on material events
- 10.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.
- 11.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.
- 12.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.
- 13.FN2— Runs autonomous AI research agents that monitor portfolios, analyze earnings transcripts, track SEC filings, and deliver scheduled briefings with citations to source data.
- 14.StockFilings AI— Analyzes SEC filings using AI to identify red flags and investment opportunities in 10-K, 10-Q, and 8-K documents.
- 15.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
- 16.6ix— Provides AI-powered stock analysis, company news, filings, financials, forecasts, and investor events for public companies.
- 17.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.
- 18.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.
- 19.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.
- 20.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.
- 21.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
- 22.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.
- 23.aftermarkets— Provides stock screening, real-time corporate filing summaries, conviction scoring, FII/DII flow tracking, and AI research workflows for Indian equity markets.
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