TerminalValue.io_
>>manually approved · 474 tools indexed·since 2026
index / Endex vs Investilo AI

>_ Endex vs Investilo AI

Endex and Investilo AI, side-by-side. Compare the facts below, then pick the one that fits your workflow.

Endex
Investilo AI
one-liner
Excel-native AI agent for enterprise finance — builds three-statement models, DCFs, and analyses from prompts in minutes, with auditable citations.
An analyst-grade stock research report bringing together fundamentals, technical signals, valuation insights, business updates, and key risk factors.
best for
finance professionals at pe firms, investment banks, hedge funds, real estate firms, accounting firms, and corporate finance teams who need to automate modeling and document production in excel/word/powerpoint.
self-directed investors and RIAs seeking multi-stock comparative research and backtested strategies; used by professional asset managers and funds overseeing over $4B in AUM.
key feature
DCF + 3-statement model in Excel from a single prompt (OpenAI-backed)
Full stock reports in minutes.
who uses it
Private Equity, Hedge Fund, Investment Bank
Retail, RIA, Hedge Fund, Mutual Fund
asset class
Equities
Equities
function
AI Agents
Research, Screeners
strategies
Value Investing, Fundamental Analysis
Fundamental Analysis, Value Investing, Long-Term Investing
workflow
Research, Valuation
Screening, Research
instruments
—
Stocks
regions
Global
—
pricing
CALL
FREE-$$$$
free tier
no
yes
model
enterprise
—
via
desktop
web
audience
pro · other
retail
upvotes
0
0

Endex vs Investilo AI: key differences

  • Investilo AI has a free tier; Endex is CALL.
  • Only Endex is available via desktop.
  • Endex also covers valuation in the workflow.
  • Investilo AI also covers screening in the workflow.
  • Endex lists Private Equity, Investment Bank users; Investilo AI does not.
  • Investilo AI lists Retail, RIA, Mutual Fund users; Endex does not.
  • Investilo AI is tagged for long-term investing.

about Endex

ai agents for enterprise finance and corporate work — operate directly inside excel, word, and powerpoint to automate modeling, memos, and decks. users assign tasks via email, teams, or slack; agents execute in-place within office files. backed by openai, deployed at pe firms, banks, hedge funds, accounting firms, and real estate teams.

about Investilo AI

investilo ai is an agentic equity research platform deploying a swarm of 19 AI agents (the matrix) that autonomously research, compare, and verdict up to 5 stocks across 19 dimensions. it auto-generates cited research reports in minutes and backtests strategies across 54 indicators, grounded in 200+ real-time market & economic data series. built for self-directed investors and RIAs.

Endex
Excel-native AI agent for enterprise finance — builds three-statement models, DCFs, and analyses from prompts in minutes, with auditable citations.
[↗] visit endex.ai
Investilo AI
An analyst-grade stock research report bringing together fundamentals, technical signals, valuation insights, business updates, and key risk factors.
[↗] visit investilo.ai

See full data, pricing and alternatives on the Endex profile page, or the Investilo AI profile page.

[more Endex alternatives][more Investilo AI alternatives][← back to index]