StockInsights AI

AI equity research assistant for filings and earnings transcripts
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StockInsights AI is an AI-powered equity research assistant built for investors who want to move faster from raw disclosures to actionable understanding. Instead of manually digging through lengthy SEC filings or earnings call transcripts, you can ask questions in natural language and receive clear, structured answers grounded in the underlying documents.

The platform focuses on helping value-focused and fundamental investors deepen conviction and reduce time spent on repetitive reading. It provides AI-generated earnings transcript summaries, highlights key themes and management commentary, and supports targeted exploration of what was said, why it matters, and what changed versus prior periods. For filings, StockInsights AI streamlines monitoring and review with AI-categorized 8-Ks and tags that make it easier to spot material events, follow-up items, and time-sensitive disclosures.

StockInsights AI covers both the US and India markets, giving users a unified workflow across geographies. From the dashboard, you can track portfolio companies, monitor new disclosures, and set up proactive notifications tailored to specific criteria—so you learn about important updates as they happen rather than after the fact. The goal is not just summarization, but a more productive research process: faster orientation, better recall, and easier cross-checking across multiple datasets. more

Review Summary

Features

  • AI-powered search and question answering over filings and earnings transcripts
  • AI-generated earnings transcript summaries
  • AI-categorized 8-K filings for faster disclosure review
  • AI-based tags to streamline navigation and research workflows
  • Real-time alerts and proactive notifications based on custom criteria
  • Portfolio and watchlist monitoring from a central dashboard
  • Comprehensive research view combining multiple datasets
  • Support for both US and India markets

How It’s Used

  • Effortless financial research using generative AI to speed up reading and synthesis
  • Generating investment ideas by scanning themes, risks, and catalysts across companies
  • Streamlined due diligence with quick access to relevant sections of filings and calls
  • Tracking portfolio companies and staying on top of new disclosures in real time
  • Custom equity research workflows for investors with specific monitoring needs

Plans & Pricing

Free

$0 /year

Try out core features with limited access: 10 AI-Summaries/month for Earnings Calls, 10 monthly AI searches, 8K-Dashboard: Last one day's 8-Ks, Watchlists & Alerts: Up to 5 stocks

Pro

$200 /year

Unlock full access to all features: Unlimited AI-Summaries for Earnings Calls, Unlimited AI-Search, 8K-Dashboard: Full Access, Watchlists & Alerts: Unlimited stocks

Advanced

Custom

Customized solutions for advanced needs: Custom Screeners, Custom Data Integrations, Team Accounts, Dedicated Support and Consulting

To view the latest pricing, please visit the following link: https://www.stockinsights.ai/pricing

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