Updated

AI stock research on filing data

Investingly's AI Research lets you ask questions about a company with Claude or ChatGPT, using your own API key.

AI stock research in the Investingly app

In short

Investingly's AI Research lets you ask questions about a company with Claude or ChatGPT, using your own API key. The assistant reads Investingly's data (statements, segments, valuation, insider and 13F activity) and answers with the figures, so you check its work against the source. Five questions are free.

What you get

  • Answers built from the company's statements, segments and ownership data.
  • Your choice of Claude or ChatGPT, with your own key: no markup on usage.
  • Ready-made questions for earnings, valuation, risks and comparisons.
  • A company panel beside the chat with the numbers it used.

How it works

  1. Add your keyClaude or ChatGPT, in settings.
  2. AskAbout one company or several.
  3. CheckThe figures come from the filings shown beside the answer.

Questions

Do I need my own API key?

Yes. You use your own Claude or ChatGPT key, so you pay the provider directly and nothing is marked up.

Which models can I use?

Claude and ChatGPT's flagship and mid-size models.

Is it investment advice?

No. It answers questions about public data; decisions stay yours.

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.

Data from SEC EDGAR filings, US House disclosures, public procurement registers and Yahoo Finance prices. Information only, not investment advice.