Best AI stock research tools (2026)
AI tools that answer questions about companies, matched to what each does best.
The short answer
The best AI stock research tools are Fiscal.ai, for an AI copilot over company KPIs and segment data; Investingly, for Claude or ChatGPT over SEC filing data with your own key; Perplexity Finance, for free AI answers with sources; AlphaSense, for AI search across filings and transcripts used by professionals; and Danelfin, for AI scores on stocks.
Disclosure: we make Investingly. The picks below aren't ranked; each is the best fit for a different need. Every other tool's facts come from its own website, checked October 20, 2026; see how we picked.
At a glance
| Tool | Best for | Free plan | Paid price |
|---|---|---|---|
| Investingly | Claude or ChatGPT on SEC filing data | Yes; 7-day Pro trial, no card | $30/mo or $240/yr (Pro) |
| Fiscal.ai (formerly FinChat) | An AI copilot over KPIs and segments | Yes (free sign-up; contents not listed) | Not listed |
| Perplexity Finance | Free AI answers with sources | Finance pages (markets, earnings, screener, politicians, watchlist) open without a paid p… | Pro $17/mo billed annually; Max $167/mo billed annually (Perplexity subscription, not finance-specific) |
| AlphaSense | AI search for professionals | — | Not listed |
| Danelfin | AI scores on stocks | Free forever, no card: top 10 stocks daily newsletter, 10 stock/ETF reports a month, 1 po… | Plus $29; Pro $79; Elite $179 per month |
| InvestingPro (Investing.com) | AI tools inside Investing.com | — | Shown in local currency on their pricing page |
Investingly: Claude or ChatGPT on SEC filing dataOur product
Investingly's AI Research answers questions about companies with Claude or ChatGPT, reading Investingly's statements, segments, valuation and ownership data, with the figures shown beside the answer.
Strengths
- Your own Claude or ChatGPT key: no markup on usage.
- Answers built on filing data you can check.
- Ready-made questions for earnings, valuation and risks.
Things to know
- You need your own API key.
- Five free questions, then Pro.
Fiscal.ai (formerly FinChat): An AI copilot over KPIs and segments
Fiscal.ai is a public-company research terminal and data provider with source-linked fundamentals, segments and KPIs, transcripts and AI tools.
Strengths
- Every figure linked to its source filing.
- Company-specific segments and KPIs.
- Transcripts, IR documents and 750+ fund letters.
Things to know
- Trial: 7-day free trial on Terminal and MCP plans at sign-up.
- Coverage: global public companies (financials, estimates, transcripts, filings, ownership, fund letters).
Perplexity Finance: Free AI answers with sources
Perplexity Finance is the markets section of the Perplexity AI answer engine, with market summaries, quotes, earnings, a screener and cited AI answers.
Strengths
- AI answers with cited sources.
- Market summaries and earnings pages.
- Data from FMP, FactSet estimates, Quartr transcripts, Unusual Whales options.
Things to know
- Coverage: US markets, crypto, fixed income ETFs, prediction markets.
AlphaSense: AI search for professionals
AlphaSense is an enterprise AI market-intelligence platform that searches filings, transcripts, broker research, expert calls and news.
Strengths
- AI search and summaries across a very large document library.
- Sell-side and independent broker research.
- Expert call transcript library.
Things to know
- Coverage: 500M+ documents: global filings, transcripts, broker research from 1,000+ firms, expert transcripts, news.
Danelfin: AI scores on stocks
Danelfin is an AI stock analytics platform that gives US and European stocks and ETFs an AI Score for the probability of beating the market over three months.
Strengths
- AI Score from 600 technical, 150 fundamental and 150 sentiment indicators.
- Trade ideas and rankings.
- API and historical AI Scores (Elite).
Things to know
- Trial: 14-day free trial on paid plans; 30-day money-back guarantee.
- Coverage: US-listed stocks, European stocks, ETFs.
- Yearly billing: Plus $264/yr; Pro $708/yr; Elite $1,608/yr.
InvestingPro (Investing.com): AI tools inside Investing.com
InvestingPro is Investing.com's paid tier with AI stock picks (ProPicks), fair value estimates, a screener and the WarrenAI assistant.
Strengths
- ProPicks AI stock strategies.
- Fair value from averaged valuation models and health scores.
- WarrenAI chat over stocks, ETFs and bonds.
Things to know
- Coverage: 180,000+ instruments; screener covers global stocks (167 metrics).
How we picked
We compared AI research tools on the data the AI reads, whether you can check its figures, which models it uses and price.
The list is not ranked. Every tool's price and free plan come from its own website on the date shown.
Prices are in US dollars per month unless shown otherwise and change often; each tool's link shows the current price.
Questions
Can ChatGPT or Claude research stocks?
Yes, with web search or a tool that feeds them company data. Investingly connects them to SEC filing data with your own key.
Are AI stock picks reliable?
Treat AI answers as research help, not advice, and check the figures against the filings.
How much does Investingly cost?
The Free plan costs nothing. Pro is $30 a month or $240 a year, and new accounts get 7 days of Pro without a card.
More guides
Sources
Information only, not investment advice. Tools' sites read on October 20, 2026; tools change their plans and prices.