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StockInsights

AI platform turning SEC filings and earnings calls into actionable equity research insights.

Finance Updated 7 minutes ago
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StockInsights

StockInsights's Top Features

AI Equity Research Assistant for questions on filings and transcripts
AI-generated earnings transcript summaries
AI-powered search across earnings calls and 10-K filings
Real-time 8-K dashboard with tiered access
Watchlists and stock alerts (limits by plan)
Custom screeners for advanced filtering (custom tier)
Custom data integrations (premium tiers)
Team accounts for collaborative research
Dedicated support and consulting (higher tiers)
Discounted subscriptions for students and classrooms

Frequently asked questions about StockInsights

StockInsights.ai is an AI-powered platform that simplifies equity research by transforming SEC filings, earnings calls, and investor presentations into clear, actionable insights for investors.

It is designed for equity analysts and investors of any size, making investment research more accessible, efficient, and insightful.

It uses a Retrieval-Augmented Generation (RAG) architecture that contextualizes queries, routes them to relevant data sources, retrieves facts from in-house and external databases, and generates precise, user-friendly responses.

It automates data collation, analysis, and report generation using templates, but final thesis formulation and complex investment decisions remain with human analysts.

The AI specializes in information retrieval and synthesis; it does not provide human-level reasoning or judgment for complex investment theses.

It accesses unstructured data like SEC filings, earnings transcripts, and presentations, plus structured financial statements, non-GAAP metrics, market news, and stock prices via APIs.

Free: 10 AI summaries/searches per month, one day of 8-K access, and watchlists for up to 5 stocks. Paid ($200/year): Unlimited AI summaries/searches, full dashboard access, and unlimited watchlists and alerts. Custom: Custom screeners, data integrations, team accounts, and dedicated support.

Yes. Discounted subscriptions are available for on-campus student organizations and qualifying classes; contact the team via the website form for details.

It automates comprehensive research reports—complete with charts, tables, and narrative—using predefined templates so users can generate multiple company reports quickly.

StockInsights.ai is operated by Serendib Labs Technologies Pvt Ltd.

StockInsights's pricing

Custom

$0/custom

  • Pricing model requires direct contact for a quote
  • No publicly listed tiers (Free, Basic, Pro, Enterprise)
  • No free trial or money-back guarantee mentioned

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Category
Finance
Tags
equity research
financial documents
RAG
insights
investor
summarization
research reports
dashboard
watchlists
alerts

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