StockInsights
StockInsights is an AI-powered platform that simplifies equity research in the financial domain. It combines the capabilities of Large Lang...
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What is StockInsights?
StockInsights.ai is an AI-powered equity research assistant designed for value investors and investment professionals who need to analyze public company filings and earnings transcripts efficiently. The platform uses generative AI and large language models (LLMs) to transform unstructured financial data like 10-K reports, 8-K filings, and earnings call transcripts into actionable insights. It currently covers US and India markets, providing AI-generated earnings transcript summaries, AI-categorized 8-K filings, and natural language search capabilities across company documents.
Key features include Chat with Filings for asking natural language queries about company documents, auto-generated summaries of lengthy earnings calls and annual reports, proactive disclosure monitoring with email alerts tailored to user criteria, AI-based tagging for streamlined research, portfolio tracking for holding companies, and APIs for advanced integration needs. The platform also offers investment idea generation, due diligence streamlining, and access to multiple datasets for comprehensive investment views.
The tool is specifically built for value investors, investment analysts at asset management firms, research analysts at family offices, financial professionals, and anyone conducting equity research who wants to reduce manual data collation time. It serves both individual investors and investment teams at top firms who need to process qualitative disclosures faster and make more informed investment decisions.
StockInsights has been recognized as an IFTA Finalist 2024 in the Best Innovation in WealthTech category, selected for Paddle's 2024 Cohort as one of top global AI startups, is an AWS Activate Member, and is backed by NVIDIA Inception as part of a global AI startup ecosystem.
StockInsights pricing
Pricing model: Free
StockInsights offers three pricing tiers. Free plan: $0/year with 10 AI-generated earnings call summaries per month, 10 monthly AI searches for earnings calls and 10-Ks, access to last one day's 8-K filings, and watchlist alerts for up to 5 stocks. Pro plan: $200/year (approximately $17/month) with unlimited AI summaries for earnings calls, unlimited AI searches over earnings calls and 10-Ks, full 8-K dashboard access, and unlimited watchlist stocks with alerts. Advanced plan: Custom pricing for tailored solutions including custom screeners, custom data integrations, team accounts, and dedicated support and consulting services. US data and India data plans have separate pricing due to different source coverage, licensing costs, and processing requirements. All plans include 24/7 support and self-serve checkout is available.
StockInsights pros
- AI-generated earnings transcript summaries save research time
- Natural language queries across company filings
- Sources shown below each AI response for verification
- Daily updates with latest company filings
- AI-categorized 8-K filings for quick filtering
- Proactive email notifications for disclosures matching criteria
- Portfolio tracking for multiple holding companies
- AI-based tags streamline research workflow
- Unlimited AI summaries on Pro plan
- Unlimited AI searches on earnings calls and 10-Ks
- Full 8-K dashboard access on paid plans
- APIs available for custom integration and advanced needs
- Custom screeners and data integrations on Advanced plan
- Recognized by NVIDIA Inception and IFTA Innovation Awards
- 24/7 support included on all plans
- Self-serve checkout with no demo required
- Desktop interface designed for productivity
- Reduces manual data collation workload significantly
- Investment idea generation based on filing patterns
StockInsights cons
- Only covers US and India markets, not global coverage
- Desktop version only, no mobile app available
- Free plan limited to 10 summaries and 10 searches monthly
- Free plan watchlist limited to only 5 stocks
- Free plan only shows last one day's 8-K filings
- Advanced custom solutions require technical expertise
- Full features gated behind paid Pro tier
- Initial learning curve for advanced features
- Complex queries may require refinement for best results
- No per-unit pricing visible for cost estimation
Frequently asked questions about StockInsights
What markets does StockInsights cover?
StockInsights currently covers US and India markets only. The platform provides access to SEC filings for US companies and BSE/NSE announcements for Indian companies. US data and India data plans are priced separately due to different source coverage, licensing/acquisition costs, processing requirements, and local usage expectations.
How does AI-Assist differ from ChatGPT?
Unlike ChatGPT which answers from the open internet, AI-Assist answers only from the underlying sources (company filings and earnings transcripts). This ensures information is highly relevant and accurate. Additionally, sources are shown below each response allowing users to deep-dive into original documents for verification.
What is included in the Free plan?
The Free plan includes 10 AI-generated earnings call summaries per month, 10 monthly AI searches for earnings calls and 10-Ks, access to the last one day's 8-K filings on the 8K-Dashboard, and watchlist alerts for up to 5 stocks. It allows users to try core research features with limited monthly access.
What advantages does the Pro plan offer over Free?
The Pro plan unlocks unlimited AI summaries for earnings calls, unlimited AI searches over earnings calls and 10-Ks, full access to the 8-K dashboard (not just last day's filings), and unlimited watchlist stocks with alerts instead of the 5-stock limit on Free.
Can I integrate StockInsights with my existing workflow?
Yes, StockInsights offers APIs that developers can use for programmatic access to data and AI insights. The APIs can be seamlessly integrated into your workflow for instant access to filings, summaries, and insights. API documentation is publicly accessible without an auth wall for advanced needs.
Is there a mobile app for StockInsights?
No, StockInsights is currently desktop-only and does not have a mobile app. The platform is designed for desktop use which may limit accessibility for users who prefer mobile solutions for on-the-go research.
How frequently is the filing data updated?
The underlying sources are updated daily with the latest filings released by companies, ensuring you always have access to the most current data. This includes daily updates for SEC filings in the US market and BSE/NSE announcements for India.
What types of documents can I search?
You can search and query public company filings including 10-K annual reports, 8-K current reports, earnings call transcripts, and other financial datasets. The platform aggregates data from these unstructured documents and uses AI to extract insights and generate summaries.
Does StockInsights provide team accounts for organizations?
Yes, team accounts are available on the Advanced (custom pricing) plan. This plan also includes custom screeners, custom data integrations, dedicated support, and consulting services tailored to complex organizational needs. Contact their team for pricing based on your specific requirements.
How do I get email alerts for disclosures?
StockInsights offers proactive notifications that are tailored to your specific criteria. You can set up disclosure monitoring to get email alerts for filings matching your defined criteria such as material events or sentiment shifts. The free plan includes watchlist alerts for up to 5 stocks while Pro offers unlimited stock alerts.